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Grow your agency with intelligence

Agency management software that takes you from busy chaos to calm, strategic growth.

Trusted by the UK’s top-performing agencies and consultancies

15K+

Users

4.2M+

Projects managed

36%

Average growth

Everything you need to manage your agency - in one scaleable platform

From new business to billing, Synergist streamlines all your operations for efficient workflows, instant visibility, and robust reporting.

It's set up to fit your agency's unique processes and we give you ongoing support as your business grows.

Synergist helps agencies to...

See which projects are profitable... or not!

  • Monitor budgets in real time and prevent over-servicing with automated alerts.

  • Get granular insights into the performance of each project, retainer, client, and service.

  • Understand exactly where time’s being spent vs estimated to improve future quoting.

  • Easily track client recovery to ensure each client meets your profit targets.

Remove inefficiency across your agency

  • With your pipeline, projects and resource management, as well as timesheets, expenses, and reporting, in one place, your teams can access all the tools and info they need.

  • No more information stuck in people's heads or spread across disconnected systems and spreadsheets.

  • Create job templates and workflows to automate processes and ensure consistency.

  • Synergist integrates seamlessly with your accounting software and other tools, ensuring everything is in sync.

Synergist is the best investment we have made as an agency, and I would absolutely recommend it to any marketing services business that wants to understand exactly what is making them money, and where all the time is being spent.
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David van Schaick CMO, The Marketing Practice
Synergist helps us run really well from a commercial perspective, which has helped us to create a better agency. The data from Synergist allows people the freedom to do things well.
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Karri Morgan Production Director at Screenmedia
Synergist is the cornerstone of the business, we have all our information and data in there. We just open the dashboard to see where we are.
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Darryl Kennedy Executive Director, Spike
Our business plan was to grow and scale, and what Synergist allows us to do is review the data and make informed decisions to support this.
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Lis Anderson Founder and Director, AMBITIOUS
Synergist is time saving, cost saving, easier and more efficient. It’s streamlined everything. As a business, we wish we’d turned to it years ago.
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Alexander Joseph Finance Manager at The Sports Consultancy
Synergist has made a massive difference to the way we work. Now I have the information to hand, so I can look at the business with more of a commercial focus.
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Andrea Allen Commercial & Operations Director, Rooster Punk
The great thing about Synergist is you have everything in one place, so there aren’t multiple platforms to navigate and keep on top of.
Image of Justina Jackūnė
Justina Jackūnė Senior Operations Manager at The Think Tank
Without Synergist, it's like running a business with one arm tied behind your back because you're making decisions based on unreliable, manually generated information or different people's perspectives.
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Kelly Walsh Head of Operations, Gilroy
We’ve improved our utilisation and productivity across the company, which in turn has improved our on-time delivery of client work, effectively reducing and meeting deadlines far more consistently.
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Susy Combie Production Manager, ArmstrongB2B

Make your agency more productive and profitable

See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

Optimise your team's utilisation and capacity

  • Get a clear view of where you have availability, when to hire a freelancer, or when to recruit.

  • See how much time is forecast over the coming days, weeks, and months, and scenario-plan how winning new projects will impact your capacity.

  • Easily manage your team's workloads, avoiding overbooking and missed deadlines, while maintaining healthy utilisation.

  • Understand how non-billable time is being spent to identify inefficiencies and create more billable time.

Make strategic decisions backed by data

  • Get real-time visibility on what’s happened, what’s happening, and what’s going to happen across your agency.

  • Live dashboards and detailed reports give you all the key metrics you need at the click of a button.

  • With powerful data analytics tools, you can create custom reports and charts with the exact data you want - it's like having your own integrated PivotTable tool!

  • Spend less time reporting and more time making decisions.

With you at every step

With rich industry knowledge and deep product know-how, our expert (super friendly!) people are with you at every stage of your growth journey.

  • Bespoke onboarding

    We help design your perfect system set-up, train your teams and launch without a hitch.

  • Expert advice

    Agency management experts work with you to optimise your processes and reporting, informed by best practices.

  • Ongoing support

    You'll get ongoing expert advice to elevate your agency's performance. Plus, our knowledgeable helpdesk is ready to assist whenever you need.

Agency success stories

Learn how agencies run more intelligently and profitably with Synergist.

Armstrong Logo

ArmstrongB2B® marketing agency improved utilisation and productivity across the business

"Synergist provides us visibility and control on resource scheduling and job allocation. We’ve improved our utilisation and productivity across the company, which in turn has improved our on-time delivery of client work, effectively reducing and meeting deadlines far more consistently."

Susy Combie

Production manager, ArmstrongB2B

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How The Marketing Practice used Synergist to boost profitability and client satisfaction

"Synergist is the best agency management investment we have made as an agency, and I would absolutely recommend it to any marketing services business that wants to understand exactly what is making them money, and where all the time is being spent."

David van Schaick

CMO, The Marketing Practice

Rooster Punk Logo White

How B2B storytelling agency Rooster Punk shifted from spreadsheets to strategic control with Synergist

"The biggest return is clarity. Now we actually have clarity on what we’re doing, I can take the strategic role of properly growing our business using data. I feel Synergist enables growth."

Andrea Allen

Commercial & Operations Director, Rooster Punk

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How Screenmedia transformed their capacity management using intelligent data

"I feel like I'm always armed with the right data to answer any questions straight away, it's right there at my fingertips."

 

 

Karri Morgan

Production director, Screenmedia

AMBITIOUS PR agency manage retainers smartly with Synergist

“We can understand more about whether we’re overservicing or underservicing our clients, and if so, what’s causing this. Ultimately, managing time is key as that’s what we’re billing for.”

Lis Anderson

Founder and Director, AMBITIOUS

Gillroy

Gilroy unlocks business intelligence with Synergist

"Without Synergist, it's like running a business with one arm tied behind your back because you're making decisions based on unreliable, manually generated information or different people's perspectives."

Kelly Walsh

Head of Operations, Gilroy

The Sports Consultancy improved financial efficiency with Synergist

“Basically, by the time we reported to the business at the end of each month, projects had already gone too far. If we wanted to make any changes, it was too late.”

Alexander Joseph

Finance Manager at TSC

See Synergist in action

Our agency experts will show you how Synergist can be shaped for your agency's unique needs and answer any questions you have.