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What is Synergist?

Synergist is an all-in-one agency and project management system designed for agencies that want to improve performance and profitability.

From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you 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, we’ve been crafting our agency software, turning it into one which has helped to drive over 1,000 of the UK’s leading agencies forward.

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.

Where can Synergist be deployed?

Cloud-based
On-premise

About the vendor

  • Synergist Express
  • Located in Bollington, UK
  • Founded in 2003

Synergist support

  • Phone Support

Countries available

Ireland, United Kingdom

Languages

English

Synergist pricing

Starting Price:

£13.00/month
  • No free trial
  • No free version

Synergist does not have a free version and does not offer a free trial. Synergist paid version starts at £13.00/month.

About the vendor

  • Synergist Express
  • Located in Bollington, UK
  • Founded in 2003

Synergist support

  • Phone Support

Countries available

Ireland, United Kingdom

Languages

English

Synergist videos and images

Synergist Software - Synergist Management Dashboard
Synergist Software - Synergist Job Costing
Synergist Software - Synergist Scheduling Dashboard
Synergist Software - Synergist Resource Scheduling
Synergist Software - Synergist Job Dashboard
View 6 more
Synergist video
Synergist Software - Synergist Management Dashboard
Synergist Software - Synergist Job Costing
Synergist Software - Synergist Scheduling Dashboard
Synergist Software - Synergist Resource Scheduling
Synergist Software - Synergist Job Dashboard

Features of Synergist

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Cost Estimating
  • Cost-to-Completion Tracking
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Visualisation
  • Document Management
  • Drag & Drop
  • Expense Tracking
  • File Sharing
  • Forecasting
  • Gantt/Timeline View
  • Kanban Board
  • Milestone Tracking
  • Percent-Complete Tracking
  • Performance Metrics
  • Portfolio Management
  • Progress Reports
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Tracking
  • Real Time Data
  • Real-Time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Role-Based Permissions
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Workflow Management

Alternatives to Synergist

Basecamp is a team collaboration system designed to be straightforward, easy for teams to adopt, and perfect for team managers.
Harvest time tracking makes it easy to capture time, gain insights from past projects, and get paid for your team’s work. Learn more about Harvest
Search engine ranking system that includes full SEO health check, backlinks, adwords competition, and link finder.
Zoho Projects is a project management solution catering to small and large-scale businesses that wish to ship impeccable projects. Learn more about Zoho Projects
A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more.
Cloud-based advertising agency platform that helps businesses manage client estimates, customer contacts, reporting, and more.
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
Tackle projects and improve workflows with Wrike’s work management software. Remove barriers, find clarity, and exceed goals. Learn more about Wrike

Reviews of Synergist

Average score

Overall
4.6
Ease of Use
4.0
Customer Service
4.9
Features
4.5
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
68%
4
24%
3
8%
Ryan
Ryan
Founder & CEO in UK
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

The only package that does everything well

5.0 last year

Comments: 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.

Synergist Express Response

last year

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.

Pete
Fractional Head of Finance in Ireland
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
Reviewer Source

Agency PM software without the limitations found in many of its competitors

5.0 last month New

Comments: The implementation of Synergist was part of a wider (and thankfully successful) agency turnaround strategy I had been managing, and it certainly did its job!

Pros:

The depth of its functionality was not found in many other PM software when carrying out my research. Plenty of options for setting up projects, retainers, rate cards, roles, departments, etc. Its ease of use for non-financial agency staff, client services and PMs made for much happier teams compared to previously used PM software. There are lots of great options available for analysing project performance - and the variety of reports and data extraction options massively helped with timely management reporting.

Cons:

The data viewer option for creating bespoke reports took some time to get my head around.

Alternatives Considered: Zoho Projects, WorkflowMax, Harvest, Basecamp and Scoro

Reasons for Switching to Synergist: Mostly due to functionality requirements. Synergist was the best fit for the agency based on what we needed it to do. Customer support from Agency Works (Synergist's implementation and support partner) was also a factor.

Synergist Express Response

last month

Thanks for reviewing your experience with Synergist Pete. It's fantastic to read of the part it's played in the agency turnaround project you've been managing and congratulations on your success. We're pleased to see you selected Synergist due to the depth of functionality it offers and that you've really benefitted from this. The data viewer has proved very popular but as an advanced reporting tool it does take a little time to understand its capabilities . We've received hundreds of requests to add further options to it. As a result it's recently had an interface makeover to maintain the ease of use whilst delivering these additional features. We'll look at the guides and webinars we have on this and see if their is scope for additional learning resources in this area. We look forward to supporting your continued success Pete.

Debra
Accounts Manager in UK
Construction, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Overall, pleased with the software as it is a 'whole approach in one place' .

3.0 7 years ago

Comments: One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.

Pros:

One central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !

Cons:

Data Reviewer reporting isn't as simple as we would like it. We would like more things bespoking to our company. Calendar bookings if far too complicated for our needs.

Synergist Express Response

6 years ago

Thanks for taking the time to leave a review Debra. Great to hear you're pleased with the system and have benefited from the efficiencies of bringing all aspects of your projects into one central place. The Data Viewer has proved to be a very popular reporting tool and we receive many requests from customers looking for more advanced options within this to create more complex reports. To deliver a solution to the overwhelming majority of these enhancement requests, we've had to enhance the Data Viewer with additional options whilst maintaining the drag and drop style approach. I take on board your feedback on this and will pass this to the product development team. The same applies to the calendar bookings tool which has been developed to meet the needs of most project based businesses. If your calendaring needs are particularly simple then its functionality may exceed your current needs. Many Thanks - Nick Lane - Commercial Director

Andrea
Operations Director in UK
Marketing & Advertising, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent Agency Management System

5.0 2 months ago New

Comments: Very positive - I have used it in 2 agencies now and i think compared to other tools it is very well developed.

Pros:

Synergist is made for marketing agencies and the development team have listened and incorporated alot of features that agencies need which other general workflow/ project management systems might not consider. It provides accurate data and insight, allows very good management and financial control of projects and allows you to manage and agency workflow by integrating into the agency processes well.

Cons:

the CRM needs some development to help new business categorisation

Synergist Express Response

2 months ago

Many thanks for posting a review of Synergist Andrea. We're pleased to hear that it's such a good fit for the needs of both the agencies. It's also great to read how Synergist is delivering the core visibility and control needed to ensure these agencies thrive. I can see our support team are already in communication with you to find the most appropriate solution to the new business categorisation topic. Thanks for passing on this feedback and we look forward to continuing to support you as a Synergist user.

Adrian
M.D in UK
Marketing & Advertising, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Very Powerful Management Tool

5.0 last month New

Comments: Great customer service, The Agency works are extremely knowledgable and helpful. The product is great but like any proprietary software there are compromises relating to config.

Pros:

Once you get used to Synergist it is an extremely versatile and powerful management tool.

Cons:

There are multiple options in how to use the system and configure it. It is not the simplest software to configure. I would recommend having a very clear vision of how you want the system to work before implemetation.

Alternatives Considered: Traffic Travis PRO

Synergist Express Response

4 weeks ago

Adrian, thanks for such a positive review of Synergist. Any system that offers the depth of functionality and flexibility needed to support an agency through its stages of growth will require configuration expertise. It's great to hear how The Agency Works have provided this expertise to help you achieve your vision. We look forward to supporting you in your journey for many years to come.