Synergist separates your internal estimate from your client-facing quote, so you can plan time and cost realistically without that figure dictating what you charge. Estimates break down by phase, role, and purchase cost, giving you a clear margin picture before work begins.
Every quote generated in Synergist shows an instant profit estimate, so you know whether a job meets your margin target before it leaves the building. Quotes support fixed fees, value-based pricing, retainers, multi-phase projects, and client-specific rate cards.
The Think Tank, a 40+ person B2B marketing agency, uses Synergist to cost projects accurately and quote clients with confidence.
Just one year in, and we're already seeing the impacts of having this data. It's challenged us to review how we're costing projects and quoting clients, as we now have the data to support this.
The problem with standalone tools is disconnection. Your estimate lives in one place, your schedule in another, your actuals in a third. When a job overruns, nobody sees it until the invoice goes out.
Synergist connects estimating, quoting, scheduling, time tracking, and invoicing in one system. When timesheets are logged, the job dashboard updates in real time. That closed loop is what prevents margin leak.
Want a deeper look? Watch our product tour to see how agencies manage estimating and project profitability with Synergist
Once a job is live, Synergist compares estimated, quoted, and actual figures in real time, flagging potential overruns before they erode your margin. A traffic-light dashboard gives project and finance leads an at-a-glance view of every job's financial health.
Synergist pulls pipeline data, live project financials, and resource availability into one view, so agency leaders can forecast revenue and spot capacity gaps without switching between tools. Reports can be scheduled and emailed automatically to the right people.
Yes. Synergist keeps your internal estimate (time, cost, resource) separate from the client-facing quote. This means you can estimate realistically and price strategically without one dictating the other.
Synergist supports multiple pricing models, including fixed fees, value-based pricing, retainers, recurring work, and multi-phase projects. You can also apply client-specific rate cards, discounts, and mark-ups.
Synergist tracks estimated vs actual time and cost in real time, with a traffic-light system that flags jobs at risk of overrunning. You can set email alerts at specific budget thresholds - for example, when a job hits 80% of its estimate - so project leads can act before margin is lost.
Yes. Synergist lets you build estimates from past project data or reusable job templates, so you're basing new quotes on what similar work actually costs rather than guesswork.
Have more questions? Drop us an email enquires@synergist.co.uk
