How does Synergist differ from competitors

Here are just three of the main ways Synergist differs from its competitors.

Synergist offers a complete solution - replacing endless spreadsheets and disjointed systems.  All information is in one place, information doesn’t need to be re-entered and you’ll always enjoy excellent visibility of what’s really happening in your business.

Synergist offers extensive background configuration to match the variety of environments we specialise in. This ensures that as your business develops and requirements change, Synergist will have the flexibility, functionality and scalability to meet your future needs.

Synergist enjoys exceptional levels of client retention and one of the keys to this is the level of service we deliver. From initial sales contact through implementation to on-going support and maintenance, we pride ourselves on exceeding our clients expectations.  Our helpdesk for example is staffed by experienced senior staff which ensures over 95% of calls are dealt with during this first contact.

I’m not sure our business can afford such a system

Synergist has been developed specifically to save you money and assist you in generating additional revenue.

And  many of our clients have achieved real ROI after using Synergist.

So maybe the question isn’t ‘can I afford to use Synergist?’ but ‘can I afford not to?’

Does Synergist run on Macs as well as PCs?

Yes, Synergist is fully cross-platform as well as offering a browser and iPad interface. This lets users access via an installed piece of client software or a browser from both Mac and PC.

Does Synergist have an interface to our existing accounts system?

Synergist links to all leading accounts systems. This lets you keep a familiar back office system and still benefit from a leading job management solution - without having to re-enter information.

Can I use Synergist when I’m not in the the office?

The Synergist browser interface is designed for use over an internet connection. So whether your Synergist server is in your office or at a data centre, you should have access from any internet-enabled device. There’s an app specifically for iPhone and iPad users which works either in or out of the office via wi-fi or 3G too.

Can Synergist replace our existing CRM system?

Synergist incorporates just the CRM functionality that most companies actually use. This includes the tools needed for successful new business activity and regular client contact management.

I have data in an existing job management system. Can I transfer it into Synergist?

Synergist lets you import data from any standard format. So if it’s possible to export the data from your previous system - and there is a corresponding field for it in Synergist - it can be imported.

We also have an automated import tool for new clients migrating from the Sohnar Traffic and Traffic Live systems. This enables us to import Clients, Suppliers, Jobs, Tasks and Quotes from these systems into Synergist, allowing sites that migrate across to be up and running very quickly with Synergist.

How much disruption will there be to our business from implementing Synergist?

Basically, as little as possible we aim to get Synergist live after just 3 days of on-site working. These 3 days are typically spread over 2 – 3 weeks to make sure they don’t impact on your day to day work. 

Full users will need about 2 half-day training sessions, and staff who will be using the browser interface to enter time will only need about half an hours training.

If you want us to map the configuration of Synergist very closely to your existing processes and procedures, we can do that too. Of course, this will require more time with your key people (1 or 2 decision makers) to configure the system, but this will also ensure minimal disruption to your business.

What are the typical timescales from placing an order to going live with Synergist?

Once an order is placed, the implementation process begins immediately. Typically there is a 4 week lead time for system consultants to begin the onsite work. In this time, any required software installations will be done by remote connection and data transfer work will be done. We will also give you a list of any other information we need, so this can be ready before the onsite configuration work begins. Once the onsite configuration and training is done we recommend going live on the system immediately. Typically the whole process from placing an order to going live is 8 – 10 weeks.

Can Synergist handle multi-currency jobs and projects.

Yes. As well as specifying a base currency for each trading business you have on your Synergist system, you can also pick a default currency for each client. When you raise a job for them it automatically inherits this currency and this will be used for quotes and invoices.  You can also make purchases or enter expenses in any currency.

How can we help you?


Whatever help you need, you’ll get it. To arrange on-site or online training please contact your account handler directly or drop us an email. Alternatively, our video tutorials give step-by-step instructions to make the most of Synergist. 

Watch videos

Knowledge Base

With over 250 "How To" Guides, FAQs and Trouble Shooting Tips. The Knowledgebase provides an easy to navigate wealth of information for Synergist users. 

Visit knowledge base

Release Notes

v12 is...
Faster, better looking and more accessible. A completely new browser interface, with new features including dashboards and drag-and-drop timing plans with dependencies.

View release notes


Whether you’re an existing user looking for a quick answer, or wanting to explore how Synergist compares to other systems, find answers to some of the most commonly asked questions.

Read FAQs

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.


Synergist are sponsors of BMC The Business Marketing Club