From initial enquiry through to quoting and winning the work, Synergist tracks every opportunity with built-in reminders, document templates, and direct integration with HubSpot and Salesforce.
See everything that's coming in and what it means for your business. Synergist shows your pipeline weighted by probability alongside hours sold and available capacity, so you can forecast revenue, plan resources, and spot gaps before they become problems.
Spike, a retail technology agency, uses Synergist to forecast pipeline and resource requirements across their team.
Synergist has given us the opportunity to look three, six, nine months down the line in terms of where we need people, where projects are dropping off and things are starting up.
Most agencies start with a standalone CRM like HubSpot or Salesforce for managing contacts and opportunities. The problem comes when you win the work. A standalone CRM can tell you a deal closed, but it can't tell you whether you have the capacity to deliver it, what it will cost to resource, or whether it will actually be profitable.
Synergist connects your pipeline directly to your resource scheduling and project financials, so you can see all of that before you commit. You can also sync contacts and opportunities with HubSpot or Salesforce if you want to keep using them alongside Synergist.
Want a deeper look? Watch our product tour to see how agencies manage pipeline with Synergist
Synergist stores unlimited client, prospect, and supplier contacts with full communication history, file storage, and segmentation for marketing, so your team always has the information they need without digging through inboxes.
Not all clients are equally profitable. Synergist tracks revenue, costs, and recovery across every client relationship so you can see which accounts are earning their keep and which are quietly costing you money.
Yes. Synergist has two-way integrations with HubSpot and Salesforce, so contacts and opportunity updates sync automatically between systems. Many agencies use their CRM for marketing and lead generation, then manage opportunities, quoting, and project delivery in Synergist. You can also use Synergist's built-in CRM on its own if you don't need a separate tool.
Each opportunity has a probability weighting that you set based on your sales stage or confidence level. Synergist calculates a weighted revenue forecast from this, and shows it alongside the hours sold and the capacity available to deliver the work. So you're not just forecasting income, you're forecasting whether you can actually resource it.
Yes. When you build an estimate for an opportunity, Synergist shows the resource implications. You can see which teams or individuals would be needed, whether they have capacity, and what the impact would be on existing projects. This means you can plan proactively rather than scrambling to resource work after you've won it.
Yes. You can see planned versus actual revenue by person or by client, track how long opportunities take to convert, and analyse win rates. Customisable reports let you break this down however you need for management reporting.
Have more questions? Drop us an email enquires@synergist.co.uk
