Get a demo
Get a demo

End-to-end PR agency software

Say goodbye to siloed systems and time-consuming spreadsheets. Say hello to efficient processes and the visibility you need to take your PR agency to the next level.

Get a demo

Synergist brings together everything you need to manage your new business, retainers, projects, resources, and financials in one place. Giving you visibility on every aspect of your PR agency's performance, so you can grow in the right – and most profitable – direction.

Our business plan was to grow and scale, and what Synergist allows us to do is review the data and make informed decisions to support this.

Image of Lis Anderson FCIPR
Lis Anderson FCIPR Founder, AMBITIOUS PR agency
Read AMBITIOUS story

Manage all your PR projects and retainers in one place

Synergist gives you a single, shared hub for your agency to 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

Make your agency more productive and profitable

See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

Get a demo

Gain greater visibility and improved reporting

PR agencies are busy, bustling places. With Synergist, you can get a clear, accurate picture of what’s happening in real time, no matter how many projects you’re managing.

  • Track your new business opportunities and understand potential for conversion

  • Forecast revenue based on probability and see how winning new work would impact your resources

  • See your team’s utilisation across chargeable vs non-chargeable time, and where you have capacity in the short and long term

  • 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

  • Make revenue recognition easy with revenue management and reporting tools

  • Post sales, purchases and expenses straight into your accounting package, with seamless accounts integration

Shaped for your PR agency's unique needs

We get there’s no one-size-fits-all approach when it comes to PR agencies. Which is why Synergist can be fully customised to fit the way your agency works.

Tick

Agency experts working with you to optimise your processes and reporting informed by best practice.

Tick

An implementation consultant to help configure, integrate, train and launch without a hitch.

Tick

Ongoing strategic support and practical training from our agency experts to help you grow.

Tick

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.

Image of Steven Smith
Steven Smith Operations Director at Copy House

Frequently asked questions from PR agencies

Can Synergist manage recurring jobs and retainers?

Yes. You can manage different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders with Synergist.

Does Synergist have a CRM?

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.

 

Does Synergist handle revenue recognition?

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

Can we set up different user permissions?

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.  

Is my data secure?

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

Can Synergist integrate with other software?

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.

 

Still have questions?

Our team of agency experts would love to help answer your questions.

Contact us