Manage all your processes and data in one place

With multiple clients and projects on the go, having a single, shared hub for your agency can help you keep track of every job, every client and every budget. 

• Store all your client, prospect and supplier information using the integrated CRM and pipeline management tools 
• Quote and manage different types of jobs including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders 
• Schedule your resources against budgets and quickly see each team’s capacity to manage workloads 
• Assign tasks, activities and reminders at a client, job, or team level, and easily visualise with Gantt charts, Kanban boards and task lists 
• Track timesheets, purchases and expenses against your clients and projects with the easy-to-use mobile app
• See actual vs estimated /quoted /billed at a phase, job, multi-job or client level, and receive alerts when you’re nearly at budget
• Create invoices based on billing plans, recurring billings or work done. Approval workflows make sure costs are accurate and invoiced on time 

Want to see how Synergist works in more detail? Book a demo

Gain greater visibility and improved reporting

PR agencies are busy, bustling places with lots going on. Now you can cut through the chaos to get a clear picture of exactly what’s happening, in real time.

• Track your new business opportunities and understand how likely they are to convert 
• Forecast revenue based on probability and see how winning new work would impact your resources, helping you plan ahead  
• See your team’s utilisation across chargeable vs non-chargeable time, and where you have capacity in the short and long term. This highlights where you have hours to sell or where you might have resourcing issues 
• Understand which projects, clients, services and resources are most profitable, so you can make better-informed commercial decisions 
• Create accurate financial reports and management insights at the click of a button. Charts and tables can be added to dashboards or downloaded into a spreadsheet or presentation. You can even automatically schedule and email them to the right people
• Make revenue recognition easy with optional revenue management and reporting tools 
• Post sales, purchases and expenses straight into your accounting package, with seamless accounts integration 

Want to see Synergist reporting and dashboards in action? Book a demo