It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
Designed specifically for agencies and highly configurable, Synergist is set up to work the way you want and to give you the reporting you need to drive your project profitability and agency performance.
It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
With Synergist I know what’s going on in every job as it’s happening. Costs are captured real-time. So there are no surprises. If Synergist was somehow taken away from us, it would be worse than having a fire.
Knowing you have a system that can handle it all and pull it all together and grow with you is a good feeling. Getting Synergist was a smart move. I will retire with Synergist!
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.
Automating processes and having access to the right information at the right time means I can now work more proactively. It’s freed up time to allow me to think more commercially and how I can use the data I now have to drive the business forward.
I can report on job profitability to the board based on job types so they know which area of the business is most productive. There are many decisions the board can now make by using the information.
We have our finger on the pulse. We can see any changes coming and don’t get caught by surprise. It’s saving us so much time too – where one particular report used to take us three days to create, now it takes me two hours!
There are a number of things that I've done to make the agency more profitable. But the main thing is we can report on over-servicing so we can take action. There's absolutely no doubt that bringing in Synergist has really helped us ensure we've got the right financial controls in place.
As you grow, managing more clients, projects, and resources gets more complicated. Synergist brings all your agency operations into one place and makes your processes as efficient as possible.
"Synergist essentially improves all your processes. We’ve seen improved productivity and quoting, team development, job reporting, briefing... all aspects of the business have benefited.“
Susy Combie, Production Manager, ArmstrongB2B marketing agency
Synergist gives you clear visibility on where you have capacity in-house, when to hire a freelancer, or when you need to recruit.
"This data will help to guide our future strategy of where to focus. We’re embedding commerciality across all the different teams in our business, and Synergist offers this in a format we can all understand. I’ve often found myself thinking ‘why didn’t I do this ages ago?!"
Zoe Wyles, Finance and HR director, CWA
Synergist gives each team member the information they need to do their jobs. Create live MI dashboards for your leadership team or specific reports for team members to see insights at a glance.
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 marketing 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. You can manage different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders with Synergist.
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. 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.
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.