Synergist
About Synergist
Synergist is the UK's leading agency agency project and resource management system designed to help agencies improve efficiency, profits and reporting.
Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.
Designed for agencies that want to grow smoothly and smartly. It comes with hundreds of features that can be customised to how your agency works and give you the functionality you need as you grow.
Pricing starting from:
£300.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Synergist
• Synergist gives your team everything they need to make sure projects are on time, on budget and efficient.
• With real-time insights into each project, client and service's profitability, you can see where you’re overservicing and where your areas of focus need to be.
• View capacity by team, skill or individual, so you know where you have hours to sell and where you might have resourcing issues.
• See how winning work would impact your capacity and revenue forecasts.
• Simple drag-and-drop scheduling makes booking time into your team's schedule easy.
• Use planning tools such as Gantt Charts and Kanban boards to visualize workflows, assign tasks, track status, and get an overview of workloads.
• Discover issues and trends using the Synergist live dashboards and reporting suite for forecasting, capacity tracking, sales income, and more.
• Generate custom reports and graphs using the integrated analytics tools.
• Integrate with third-party accounting systems such as Xero, Quickbooks, Sage 50, Microsoft Dynamics GP, Epicor, and more.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Countries available
United Kingdom
Supported Languages
English
Pricing starting from:
£300.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Synergist: 121
Alternatives
Wrike
Basecamp
Zoho Projects
Harvest
Reviews
Already have Synergist?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
The only package that does everything well
Reviewed on 07/12/2022
As a package (software + support), it's the best product in the market - and we tested 6 of the...
As a package (software + support), it's the best product in the market - and we tested 6 of the leading solutions in great depth. If you're looking for a system that's customisable for your own business and the way you do things, you won't find a better system.
Pros
For us, the quoting side of the system is fantastic. It's super configurable and allows granular customisation across products, services and mark-ups. Time tracking is also very good. Support has been fantastic - very quick to respond to any questions and they always take the time to make sure you understand.
Cons
There is a fairly steep learning curve. It's not immediately the easiest software to get in to, but it is worth the investment.
Response from Synergist Express
Ryan, we're very proud that you choose Synergist after such a detailed assessment of the leading Agency Management Systems. And it's great to now hear the extent to which Synergist is meeting your needs. Many thanks for taking the time to write a review, and I'll pass on your compliments to our support team.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent all round platform for agency management
Reviewed on 09/08/2024
Having used the platform for more than 10 years, and recently upgraded our use of it, we have had a...
Having used the platform for more than 10 years, and recently upgraded our use of it, we have had a very positive experience both from a tech point of view as well as the excellent support from onboarding to ongoing help.
Pros
Synergist offers a complete platform for managing our agency, from finances to projects, all interlinked and integrated. The platform is intuitive, adaptable and covers most aspects of agency life where we need visibility and the ability to manage. In addition the support and training is outstanding.
Cons
The user interface could do with an update but I believe that is on the cards.
Reasons for Switching to Synergist
Had used Synergist for many years and made comparisons against these new platforms. They could not offer everything that Synergist did and would require a complete change in the way the agency worked to have implementedResponse from Synergist Express
Thanks for taking the time to leave a review Liam. It's fantastic to hear you've been using Synergist for over 10 years and that it works so well for your agency's needs.
Our client's success is our number one priority, so we love hearing about the positive experience you've received from our onboarding and support teams. We'll let them know!
Re the interface, our development team have been working hard over the past year and we're in the process of rolling out a brand-new interface design. You'll find Synergist a much lighter and brighter, with a fresh, clean look that offers a more user-friendly experience. And, this is just the beginning. We have lots of great updates planned to make your experience even better.
Thanks again for your feedback! We can’t wait for you to enjoy the new interface and features!
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Synergist is fantastic
Reviewed on 13/12/2024
The system has a very easy to navigate UX and UI so it doesn't take a long time to train people and...
The system has a very easy to navigate UX and UI so it doesn't take a long time to train people and the system is generally easy to use. We have been using it since 2019 and are still struggling to find anything that it cannot do! The support team are always on hand to help with any technical questions or more strategic advice on how to use the system in the best way.
Pros
Very detailed and intricate system that captures a lot of information by offering different functionalities and most importantly, all data that is logged can be reported on.
Cons
It takes a while to utilise the various functionalities and you need to invest time to integrate them into your processes as the system has so much to offer. But once everything starts to be used fully, the system becomes an invaluable part of the business.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 3.0 /10
Could be done so much better
Reviewed on 08/05/2019
Would not recommend, other tools such as Workfront would be better to use!
Would not recommend, other tools such as Workfront would be better to use!
Pros
I like the fact that it's a multi purpose tool. It allows you to add projects, complete timesheets and raise invoices in one area.
Cons
The UX is awful. Navigation, use of features and elements and the overall slowness of the tool are things to name a few. There are too many sub-navigations on sub-navigations making moving around the tool awfully hard.
Response from Synergist Express
Thanks for taking the time to leave a review and for your positive comments regarding the comprehensive functionality Synergist provides. I'm sorry to hear of your frustrations regarding the UX. The usability of Synergist is affected by the configuration decisions made during each customers system implementation. We would love to have to opportunity to review the configuration of your system with you to see how we can improve this for you. If this is of interest please contact us at [email protected] or +44 1625 572690 and ask for Nick Lane and I look forward to improving this for you.
- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
An excellent scaleable agency management solution
Reviewed on 13/10/2024
We have used other systems in the past and they have either been too simple or overly complex with...
We have used other systems in the past and they have either been too simple or overly complex with a nasty UX. Synergist has the depth of thinking and functionality to run large projects and meet all agency needs with an intuitive and visually strong UX (which does matter to ensure teams engage with it, use it and find it simple to use). It also has all you need 'out of the box' – you're not left having to 'engineer' components you want – it's all there to be scaled and deployed as required and as you grow. You also get great support from both an online platform and consultants.
Pros
Synergist is a joined-up agency software solution at the heart of agency ops/management. Built into the system, it can cover all facets of agency operations from initial client/supplier set-up, estimating, quoting, work planning, timesheets, invoicing, POs, reporting and third-party accounts platform integration. It also has a good level of customisation to suit how different agencies cost and manage projects from simpler single-phase projects to more granular phases with sub-stages.
Cons
The CRM functionality could work harder and there are a few UX features that would be great to have like creating billing plans from an estimate but with future updates rolled out over the year, additional and updated functionality is never far away.
Alternatives Considered
ScoroReasons for Choosing Synergist
TrafficLive was being closed down but we were looking to move anyway as the platform was hard to use and not intuitive.Switched From
TrafficLIVEReasons for Switching to Synergist
The breadth of features, scalability, ease of use and value for money.Response from Synergist Express
Thanks for the great review, Andy. We're glad it fits your agency's needs. We've designed Synergist to be feature-rich and highly flexible so it can be configured to work how your agency works and give you more advanced functionality as you grow. Over the past year, we've redesigned the product interface to make it a brighter, cleaner, more user-friendly experience, and we're planning loads more updates to make your experience even better.
Synergist FAQs
Below are some frequently asked questions for Synergist.Q. What type of pricing plans does Synergist offer?
Synergist offers the following pricing plans:
- Starting from: £300.00/month View Pricing Plans
- Pricing model: Subscription
- Free Trial: Not Available
Core System: £55/month - includes accounting system link Full User: £54/month - £33/month - includes access to all core features Timesheet User: £21/month - £13/month - includes time and expense tracking, access to work bookings & job / project information.
Q. Who are the typical users of Synergist?
Synergist has the following typical customers:
11–50, 51–200, 201–500
Q. What languages does Synergist support?
Synergist supports the following languages:
English
Q. Does Synergist support mobile devices?
Synergist supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Synergist integrate with?
Synergist integrates with the following applications:
Access Financials, Dropbox Business, Google Calendar, Google Drive, HubSpot CRM, MYOB Business, Microsoft 365, Microsoft Outlook, OneDrive, Pegasus, QuickBooks Desktop, QuickBooks Online Advanced, Sage 200, Sage 300cloud, Sage 50cloud Accounting, Sage Accounting, Sage Intacct, Xero
Q. What level of support does Synergist offer?
Synergist offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
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