Whether you deliver lots of small digital marketing jobs, large web developments, or monthly retainers, Synergist helps you manage your agency more efficiently and profitably.
Designed specifically for agencies, Synergist has everything you and your teams need to effectively manage your clients, projects, resources, workflows, budgets, invoicing, reporting and more, all in one integrated system. Giving you full visibility and a real-time overview across your agency.
“Synergist is the cornerstone of the business. It's given us the opportunity to look three, six, nine months down the line in terms of where we need people, where projects are dropping off and things are starting up. It helps us forecast and plan in every way possible."
Darryl Kennedy, Spike, Retail technology agency
Effectively manage digital projects, keeping them on time and on budget.
"Since installation, Synergist has revolutionised our admin processes and allowed us to monitor and organise everything that goes through the studio, from conception to delivery."
Sukhi Dehal, Founder, 383 digital product studio
Allocate resources smartly and plan hiring proactively.
"Synergist has helped us be more scalable. People are more empowered now. Decisions that used to drop relentlessly into my lap every day are now taking place with no fuss. That's a payoff that keeps on paying."
Nigel Wilson, Managing Director, Clevercherry
No more pulling together spreadsheets based on questionable data.
Synergist comes with hundreds of features and gives you more advanced functionality as you grow.
But we get that there’s no one-size-fits-all approach when it comes to digital agencies.
Which is why Synergist can be fully customised to work the way your agency works and to give you the reporting you need.
"Having your own consultant to lean on and shape the software step-by-step makes it feel even more bespoke. It’s also someone to run things by to make sure I’m looking at things in the right way.”
Steven Smith, Operations Director at Copy House
✓ 1-on-1 system and reporting design and custom implementation
✓ Role-specific training sessions in your own system
✓ Ongoing training and advice from highly-experienced consultants
✓ Unlimited phone and email support
Yes. Manage all your clients, prospects, suppliers and contacts data using the integrated CRM. Learn more about pipeline management and CRM
You can also connect your HubSpot or Salesforce CRM to send contacts and opportunities into Synergist from your HubSpot or Salesforce CRM, and sync back any new contacts or opportunity status changes in Synergist.
Yes. In Synergist, estimates and quotes serve different purposes. An estimate is your internal time and cost. The quote is what you charge the client. This helps you accurately plan the amount of time/resource you need, regardless of how much you ultimately charge.
You can build quotes from estimates, fixed fees or value-based pricing.
You can quote different types of jobs, including multi-option quotes, multi-phase projects, retainers and managed sales orders.
Plus, you can set up client-specific rate cards, mark-ups, discounts and invoicing terms and work with multiple currencies.
Yes. The revenue management module allows you to recognise or defer revenue in line with when the work is done and costs are incurred. Learn more about revenue management
Yes. You can set up different permissions for each user or user group, such as 'administrators', 'project managers' or 'creatives' etc. You can select which menus, tools and reports each user can access.
You can also set up user groups to see certain reports. For example, you could create a suite of reports for the board.
Yes. Synergist Cloud has been developed to be highly secure, reliable and compliant with UK data regulations. Keeping your core business information safe, secure and available, whenever and wherever you need it. Learn more about security
Synergist has direct integrations with leading software like Microsoft 365, Google, Xero, Sage, HubSpot and many more. Plus, our API enables you to integrate with anything. Learn more about integrations
Your sales invoice, purchases and expenses can be fed directly into accounting software to eliminate double-entry.
Whatever your agency looks like – 10 to 500 people, design to digital –
Synergist can be shaped to the way you work.
Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.