Synergist

Synergist Products

Synergist is a comprehensive agency management software designed to streamline and integrate various aspects of agency operations. This powerful platform enables agencies to manage projects, resources, finances, and reporting all in one place, providing real-time visibility and detailed reporting to drive performance and profitability.

Project and Resource Management

Synergist offers robust project management capabilities, allowing agencies to manage projects from brief to billing efficiently. The software includes tools for scheduling, timesheets, and billing, ensuring that all project-related information is centralized and easily accessible. With Synergist, agencies can build repeatable job templates to maintain consistency in project management and workflows. The platform also integrates seamlessly with accounting software and other tools, keeping everything in sync.

Financial Management

The financial management features of Synergist help agencies track project budgets in real time, avoiding client over-servicing with automated alerts. Agencies can see which projects, retainers, clients, or services are profitable and which are draining resources. The software allows for comparing estimated vs actual time to improve future job costing and pricing decisions. Additionally, Synergist enables agencies to monitor client recovery rates to ensure each account meets profit targets.

Reporting and Analytics

Synergist provides live dashboards and on-demand reports that put critical metrics at your fingertips. Agencies can create custom reports and charts using powerful built-in analytics, similar to having a PivotTable without the spreadsheets. This real-time visibility into agency performance helps in making informed decisions that drive growth and profitability.

Capacity Management

With Synergist, agencies get real-time visibility of their team’s future capacity, workloads, and utilization. This allows for accurate capacity forecasts across days, weeks, and months, helping agencies plan ahead and model the impact of new projects on resources. The software helps balance workloads, avoid overbooking, and keep delivery on track while maintaining healthy agency utilization.

About Synergist

Synergist is based in Bollington, United Kingdom. The company is known for its dedicated team of UK-based professionals who have been crafting agency management software for over 20 years. Synergist has helped drive over 1000 of the UK’s leading agencies forward with its comprehensive platform.

Company Overview

The company employs 27 people who are committed to honing and shaping the software to perfection. Synergist’s deep product know-how and rich agency knowledge enable them to provide expert advice and support at every stage of an agency’s growth journey.

Expertise and Support

Synergist offers bespoke onboarding, combining industry best practices with unique agency requirements. Their team of agency management experts work closely with clients to optimize processes and set up meaningful reporting. Ongoing support is provided through a knowledgeable helpdesk ready to assist whenever needed.