Synergist

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What is Synergist?

The UK’s most popular all-in-one agency management system, designed for agencies that want to grow intelligently.

Synergist is an all-in-one agency, project, and resource management system designed for agencies that want to grow intelligently. It’s trusted by the UK’s top-performing agencies.

From new business, costing, project, and resource management, to billing and reporting, Synergist brings together everything you need to manage your agency’s projects, people, clients, and financials.

Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need.

For the past 20 years, they’ve been crafting their agency software, turning it into one that has helped drive over 1,000 of the UK’s leading agencies forward.

Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can power your performance and profitability.



Synergist currently scores 69/100 in the Creative Project Management category. This is based on user satisfaction (70/100), press buzz (33/100), and other relevant information on Synergist gathered from around the web.

The score for this software has improved over the past month. What is this?
www.synergist.co.uk

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Synergist Product Overview

  • Synergist has everything you need to manage your projects, people, clients and financials – all in one highly customisable platform.

  • Know where you have availability to take on extra work, so you can look to fill gaps... or where you might have resourcing issues.

  • See which projects and clients are profitable

  • With insights into each project, client, retainer and service's performance, you can see where you’re making profit... and where you're not.

  • Instantly see a live forecast of your new business and existing client pipelines. Track client performance against targets and keep on top of planned billing.

  • Instantly see a live forecast of your new business and existing client pipelines. Track client performance against targets and keep on top of planned billing.

  • Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work.

  • Synergist comes with hundreds of features that can be customised to work the way your agency does and give you the functionality you need as you grow.

  • Our team of highly experienced consultants are here every step of the way. Regular check-ins, training and advice from agency management experts. We help you help you understand what the data is telling you and where you can improve.

  • Thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.


Languages Supported: English

Synergist Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • Analytics
  • API
  • Attendance Tracking
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Employee Database
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Gantt Charts
  • General Account Ledger
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Multi-Account
  • Multi-App
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Time Management
  • Resource Management
  • Collaboration Support
  • Software Integration
  • Objectives Tracking
  • Workflow Management
  • Campaign Management

Synergist FAQs

Does Synergist offer multi-user capability (e.g. teams)?

Yes. There are two types of user:

  1. Full users are the people in charge of your clients, projects, people or finances. They will have access to all features, including time and expense entry.

  2. Timesheet users are the people who do the work. They will have access to enter time and expenses and view job-related information.

You can apply permissions and report access to all users within a group or specific individuals.

What are some applications Synergist is commonly used in tandem with?

Synergist seamlessly integrates with leading accounting software systems, reducing the potential for mistakes when transferring sales, purchase and expense data from one system to another.

Finance teams can continue to use the accounting software they’re familiar with, at the same time gaining improved financial visibility and control through Synergist.

Does Synergist offer an API?

Yes. Synergist's extensive API lets you share your Synergist data with other systems and automate the creation of new records in Synergist. As well as standard data types, users can create custom fields and views in Synergist, and our API immediately makes these available for your existing integrations.

Who are the main user groups of Synergist?

Trusted by the UK's top-performing agencies and consultancies. Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can power your profitability.

What is Synergist generally used for?

Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform. It's designed to power your agency’s performance and profitability.

What platforms does Synergist support?

Synergist is web-based.

Does Synergist offer guides, tutorials and or customer support?

Our team of highly experienced consultants are here every step of the way.

We configure Synergist to the way your agency needs, train your teams and help get everyone onboard.

We personalise your user training based on role, and use your new system to demonstrate how things are done in the best way, so it’s entirely relevant.

Regular check-ins, training and advice from agency management experts. We help you help you understand what the data is telling you and where you can improve.

You’ll have ongoing access to videos, how-to guides and monthly webinars to help you make the most of your system so you can get the best for your business.

Plus, you can get answers straight away from our friendly UK-based helpdesk. Swift, knowledgeable, and always ready to assist.

Does Synergist integrate with any other apps?

Sage, Xero, Access, Sun Systems, Epicor, Exchequer, KashFlow, MYOB, Microsoft Dynamics-GP, QuickBooks*, QuickBooks Online and Pegasus Opera, Microsoft 365, Google Drive, Dropbox, Outlook Calendar, HubSpot, Salesforce

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