Synergist lets you set up projects from job templates or past project data, so every job is consistent across your agency. Complex projects break down into jobs, phases and stages with time and cost estimates at each level, and an interactive Gantt chart maps out timelines, milestones and dependencies.
Rooster Punk, a B2B marketing agency, uses Synergist to manage complex projects and track profitability across every job.
Synergist has made a massive difference to the way we work. We don't have spreadsheets with circular references that don't add up. Now I have the information to hand, so I can look at the business with more of a commercial focus.
Standalone project management tools are good at tracking tasks. But they don't tell you whether a project is making money. You end up switching between your PM tool, a spreadsheet for budgets, and your finance system for actuals, with no single view of how a job is really performing.
Synergist connects project planning directly to estimates, time tracking, and invoicing. When someone logs time, the job dashboard updates. When costs come in, the margin recalculates. That means project managers and finance leads are looking at the same numbers, in the same place, in real time.
Want a deeper look? Watch our product tour to see how agencies manage project planning and tracking with Synergist.
Once work is underway, Synergist tracks task progress and financial performance in real time. Kanban boards, activity lists, and automated alerts keep project managers on top of what's live, what's overdue, and what's at risk of overrunning.
Synergist shows actual costs vs revenue and the profit margin for every project and phase, so agency leaders can spot issues early and take learnings into future jobs. Reports can be filtered by client, account handler, job type, or sector to reveal patterns across the business.
Yes. Synergist lets you break projects into jobs, phases, and stages, with time and cost estimates at each level. You can plan timelines in an interactive Gantt chart with milestones and dependencies, and view multiple projects in a single Gantt to spot scheduling clashes.
Synergist tracks estimated vs actual time and cost in real time, with a traffic-light system and configurable email alerts that flag jobs at risk of overrunning. For example, you can set an alert when a job hits 95% of its budget so the project lead can act before margin is lost.
Yes. Synergist shows actual costs vs revenue and the profit margin for every project and phase. You can filter by client, account handler, job type, or sector to spot patterns, and run detailed reports to take learnings into future project costings.
Yes. Synergist includes both Kanban boards for task management and interactive Gantt charts for project timeline planning. Both are connected to your estimates, resource bookings, and financials, so updates flow through the whole system.
Have more questions? Drop us an email enquires@synergist.co.uk
In theory, running a project profitably should be simple. You make more on a project than you spend. But as anyone in the agency world knows, things can be far from simple.
Here are the key areas you can focus on to keep each project profitable.
