--- description: Discover the benefits and disadvantages of Synergist. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Synergist Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Job Costing Software](/directory/10028/job-costing/software) > [Synergist](/software/124869/synergist) # Synergist Canonical: https://www.capterra.co.uk/software/124869/synergist Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/124869/synergist?page=2) > UK's leading all-in-one agency and project management system, designed for agencies that want to improve performance and profitability. > > Verdict: Rated **4.7/5** by 42 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses 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. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 42 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Synergist Express - **Location**: Bollington, UK - **Founded**: 2003 ## Commercial Context - **Starting Price**: £13.00 - **Pricing model**: Per User - **Pricing Details**: Synergist offers three tiers with progressively advanced functionality. Each tier has a minimum monthly subscription. \* Foundation: Everything you need to manage and grow your agency. \* Professional: Adds multi-job quoting, tender management, scheduled reports, timesheet approval workflows, custom document layouts, security configurations, departmental revenue analysis and API support. \* Enterprise: Adds unlimited trading companies, multi-job revenue managment, consolidated purchase orders and an enterprise SLA. If you need a feature from a higher tier before your monthly total reaches that tier’s minimum, you can add selected features for a small monthly fee. - **Target Audience**: 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United Kingdom ## Features - Accounting - Activity Tracking - Approval Process Control - Billable Items Tracking - Billing & Invoicing - Budget Management - Budgeting/Forecasting - Business Process Automation - CRM - Capacity Management - Collaboration Tools - Cost Estimating - Cost-to-Completion Tracking - Data Analysis Tools - Data Import/Export - Data Visualisation - Document Management - Drag & Drop - Expense Tracking - Forecasting - Forms Management - Gantt/Timeline View - Issue Management - Job Costing - Kanban Board - Mobile Access - Performance Metrics - Portfolio Management - Production Management - Progress Reports - Project Billing - Project Management - Project Planning/Scheduling - Real-Time Updates - Reporting/Analytics - Reporting/Project Tracking - Resource Request - Resource Scheduling - Role-Based Permissions - Scheduling - Search/Filter - Skills Tracking - Status Tracking - Task Management - Time & Expense Tracking - Time Tracking - Utilisation Reporting - Work Order Management - Workflow Configuration - Workflow Management ... and 10 more features ## Integrations (17 total) - Access Financials - Dropbox - Google Calendar - Google Drive - HubSpot CRM - MYOB Business - Microsoft 365 - Microsoft Outlook - OneDrive - Pegasus - QuickBooks Online Advanced - Sage 200 - Sage 300 - Sage 50 Accounting - Sage Accounting ... and 2 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Job Costing Software](https://www.capterra.co.uk/directory/10028/job-costing/software) ## Related Categories - [Job Costing Software](https://www.capterra.co.uk/directory/10028/job-costing/software) - [Oil and Gas Software](https://www.capterra.co.uk/directory/30588/oil-and-gas/software) - [Advertising Agency Software](https://www.capterra.co.uk/directory/30736/advertising-agency/software) - [Project Tracking Software](https://www.capterra.co.uk/directory/31375/project-tracking/software) - [Professional Services Automation Software](https://www.capterra.co.uk/directory/16/professional-services-automation/software) ## Alternatives 1. 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Using it's CRM, creating estimates and invoices, to scheduling resources in one place. Pulling reports based on that combined data and ease agency meetings with live and accurate data is Synergist at it's best\! Especially now the system is regularly getting updates, they listen to feedback and strive to make their system as powerful and useful as possible. Improving functionality and UI all the time. > > **Cons**: The current downsides are some restrictions on pulling reports and what you can see within the system versus exporting reports. But I know they're currently working to improve that. The other is that once you're fully utilising the system it can be a little slow sometimes as a SaaS. But that is common amongst these types of systems. > > I highly recommend both Synergist and Agency Works to any Agency looking to consolidate their systems/data. Working on Synergist is clear and the support team as well as working with Agency Works has been invaluable. ----- ### "Synergist Revenue Management and Improved Reporting" — 5.0/5 > **Cass** | *10 June 2026* | Marketing & Advertising | Recommendation rating: 8.0/10 > > **Pros**: The customer support is brilliant with Synergist, the helpdesk are very responsive and clearly have great knowledge of their product. The Revenue Recognition Module has been game-changing for us in terms of accurate reporting, and we are looking forward to seeing the benefits from switching on Department Revenue Analysis too. > > **Cons**: Complex for things like Revenue Recognition across multi job invoicing and departmental revenue analysis (at the beginning) > > We have been on a journey with Synergist and the team. We have had Synergist for many years but never quite used it to it's potential, so the last 6-8 months has been a huge learning curve for us to get the best information out of Synergist (by putting the best info in). We couldn't have done this without the support from \[sensitive content hidden\] and the team and are looking forward to Synergist providing us with much more accurate reporting and data going forward. ----- ### "Halo support from Synergist" — 5.0/5 > **Jodie** | *8 October 2026* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: As an all-in-one agency management platform, Synergist is central to how we run our operations—connecting our end-to-end project lifecycles, resource scheduling, capacity tracking, and financials into a single source of truth. Having a system that powerful is one thing, but having someone like \[sensitive content hidden\] to help us master it makes all the difference. She knows Synergist inside out and actively helps us explore and implement new ways of working. > > **Cons**: • Feature-dense interface that can feel overwhelming without expert onboarding/support, lots of ways to access information. • Requires accurate team input and initial configuration to maintain data accuracy. > > Working with \[sensitive content hidden\] from Synergist is an absolute pleasure. She brings an unbeatable combination of deep system expertise, proactive problem-solving, and a warm, positive attitude to every interaction. No matter the challenge, \[sensitive content hidden\] provides reliable, hands-on support and is consistently friendly, patient, and collaborative. Rather than just troubleshooting day-to-day queries, she takes the time to understand our goals and finds practical solutions to ensure the platform is tailored to our specific business needs. Communication is great and easy to access support. One of her standout strengths has been helping us streamline our workflows—most notably finding solutions so we can consolidate all our team and project communications in one place. \[sensitive content hidden\] continuously offers fresh ideas to give us far better visibility across our resourcing, timelines, and projects. I couldn't ask for a better support partner—thank you, \[sensitive content hidden\], for your exceptional knowledge, dedication, and ongoing guidance in helping us get the absolute best out of Synergist\! ----- ### "Love Synergist\!" — 5.0/5 > **Kayleigh** | *7 March 2025* | Marketing & Advertising | Recommendation rating: 8.0/10 > > **Pros**: It's given us insight and data that we never had access to before and we can make well considered financial decisions based on this data. > > **Cons**: It has not got all of the functionalities we would like to see. ----- ### "We love Synergist\!" — 5.0/5 > **Sophie** | *11 February 2025* | Graphic Design | Recommendation rating: 10.0/10 > > **Pros**: Easy to use, looks good, easy to pick up new features, does everything you need it to, and it's customisable for different people's needs. > > **Cons**: Just the small random glitches/UX issues it's got really since the update - nothing major\! > > Love it, and couldn't do my job without it\! ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/124869/synergist?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/124869/synergist) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data