Continue to use your existing accounting software while gaining improved financial visibility and control through Synergist.
Synergist seamlessly integrates with leading accounting software systems, reducing the potential for mistakes when transferring sales, purchase and expense data from one system to another.
Integrations include Sage, Xero, Access, Sun Systems, Epicor, Exchequer, KashFlow, MYOB, Microsoft Dynamics-GP, QuickBooks*, QuickBooks Online and Pegasus Opera.
Why you should use separate Agency Management and Accounting systems
*QuickBooks requires a third-party transaction import tool.
Keep calendars up to date by syncing your Outlook or Google Calendars.
The two-way calendar integration enables work bookings and events scheduled in Synergist to appear in your Outlook or Google calendar and meetings scheduled in your calendar to appear in your Synergist. No more overcommitting!
Plus, every user has a unique iCal URL, so bookings made in Synergist can also feed into calendar applications such as iCalendar.
Store emails and attachments against the relevant client, job, phase or activity. Simply tag emails to automatically file to the right place.
You can also send emails, quotes and invoices directly from Synergist*, send email alerts and reminders automatically, and schedule reports to be emailed to a distribution list, Microsoft Teams or Slack address.
Synergist also integrates seamlessly with Microsoft OneDrive, Google Drive and Dropbox, allowing you to link to shared cloud files.
*Requires a Microsoft 365 account.
Your team can log in securely with a Microsoft or Google work account single sign-on (SSO), helping to save time, simplify admin and improve security.
Learn more about Synergist security
Nurture leads in your chosen CRM then sync contacts, companies and opportunities to Synergist for forecasting and capacity planning.
You decide what and when to sync to avoid clogging up your pipeline with non-sales-ready leads. This helps keep your pipeline and capacity forecasts as clean and accurate as possible.
Plus, you can select a Synergist job template when creating a deal within Hubspot to keep everything consistent.
An additional third-party monthly charge for HubSpot and Salesforce integration applies.
Need a custom integration? Build powerful integrations with our API.
Synergist's extensive API lets you share your data with other systems and automate the creation of new records. In addition to standard data types, you can can create custom fields and views in Synergist, and our API immediately makes these available for your existing integrations.
You can look at loads of project management systems but they need to work in an agency with a unique business model.
