Get a demo
Get a demo

PROJECT PLANNING

Plan and track projects with ease

Synergist helps you plan small jobs or complex multi-phase projects, keeping track of project progress, financials, and profitability.

Book a demo

Plan your projects perfectly

Use previous project data or job templates to ensure accuracy, efficiency and consistency across your agency.

  • Keep estimates, project plans, activities and billing consistent using job templates

  • Store all project information, including documents, briefs, estimates, tasks and communications, together. No more bottlenecks because crucial information is hidden in someone’s inbox or head!

  • Create document templates to capture the correct info. For example, brief templates or Statement of work templates

  • Break complex projects down into jobs, phases and tasks, adding time and cost estimates at each level to track profitability

  • Plan project timelines in an interactive Gantt chart, adding milestones and dependencies and assigning specific resources. You can drag and drop to adjust timelines and download to share with your client

  • View multiple projects in one Gantt chart to see if timelines clash and avoid overlaps

  • When a job’s approved, tasks can be booked straight into the resource management schedule to move work seamlessly through your agency

You can look at loads of project management systems but they need to work in an agency with a unique business model. 

Image of Andrea Allen
Andrea Allen Commercial & Operations Director, Rooster Punk
Read their story

See these features in action

Get a demo

Keep your projects on track

Manage jobs easily and profitably with built-in task management software and real-time project tracking.

  • Use activity lists or Kanban boards to organise tasks and visualise workflows, adding details, dates, priority, checklists, attachments and comms. Assign tasks, add reminders and track time spent on each activity

  • Track where tasks are, what’s in progress, what's on hold and what’s completed, with automated alerts letting you know when a task is completed or comments are added

  • See at-a-glance project progress, financial status and if anything's overdue. Timesheets and expenses are logged easily in Synergist, keeping data up to date

  • Create email alerts to flag issues early. For example, when a job reaches 95% budget — so you can take the decision whether to stop over-servicing

Agency guides

Keeping projects profitable

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.

Read more

Get a full project overview

See which of your projects are profitable and gain clear insights to make informed strategic decisions.

  • See actual costs vs revenue and the profit and margin for each project phase. Filter by client, account handler, job or phase type to see patterns or differences

  • Take a deeper dive into the data by running detailed project reports and viewing full job histories to get to the root of any issues and take learnings for future jobs

  • Monitor client investment and see how much you've over or under-recovered across all their jobs, making sure each client meets your profit targets

  • Analyse profit by client sector, size, project type or other criteria. Customisable reports let you slice and dice your data to get business insights relevant to your agency