Designed specifically for agencies and highly configurable, Synergist can be set up to work in harmony with your agency, giving you the reporting you need to drive your project profitability and agency performance.
You can get so much valuable business insight out of Synergist. A lot of other platforms feel like they are off-the-shelf, standardised platforms. Synergist feels like a living, breathing platform that can evolve with you.
As you grow, managing more clients, projects, and resources can become more complicated. Synergist brings all your agency operations into one place, optimising your processes and keeping workflows smooth.
Synergist clearly shows you where you have capacity in-house, when to hire a freelancer, and when to recruit.
See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.
Synergist gives each team member the right 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.
We get there’s no one-size-fits-all approach when it comes to marketing agencies. Which is why Synergist can be fully customised to fit the way your agency works.
Agency experts working with you to optimise your processes and reporting informed by best practice.
An implementation consultant to help configure, integrate, train and launch without a hitch.
Ongoing strategic support and practical training from our agency experts to help you grow.
Dedicated UK helpdesk for technical support whenever you need it.
Having an agency management expert 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.
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.
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.
Our team of agency experts would love to help answer your questions.
