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FOR AGENCY LEADERS

Gain the insight you need to make informed decisions

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Make smarter, more strategic decisions

Synergist shows you what's happened, what's happening and what will happen across your agency, helping you make the right decisions to drive your agency’s performance and profitability.

Our business plan was to grow and scale, and what Synergist allows us to do is review the data and make informed decisions to support this.

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Lis Anderson Founder of AMBITIOUS
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Day-to-day: stay in control

Sometimes, a prompt response can stop a minor hiccup from becoming a major headache. Be alerted at the first signs of an issue so you can take positive action quickly.

  • Get early warnings. Customisable alerts flag any issues, such as jobs reaching budget or purchases needing approval. It's like having a smart assistant.

  • Keep on top of actions. See immediately what you need to do and assign tasks to your teams.

  • See job status instantly. See a project's remaining budget vs progress made, with colour coding alerts you to take proactive measures to keep clients happy and jobs profitable.

Book a demo Learn more about project profitability

Week-to-week: get the whole picture

See what’s happening in your agency in real time and spot potential problems before they occur.

  • View recoverability and team workloads. Make sure your teams are working optimally, with easy-to-view capacity and utilisation reports.

  • See actual and forecasted financials. View your actual and forecasted turnover, gross profit, work in progress and costs, plus breakdowns by client to make it clear what's needed to hit your profit targets.

  • Track sales pipeline vs. targets. Instantly see the value in your pipeline, the hours sold and hours still available to sell so you can manage your capacity or see where you need to win new business.

  • View billable revenue. See the value of work completed but not yet billed, so you can accrue revenue or drive billings to hit your targets.

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Make your agency more productive and profitable

See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

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Month-to-month: make informed decisions

What sorts of projects should you be focusing on? Should you let a client go? Do you need to restructure or recruit? Get the detailed data you need to guide your decision making.

  • See which projects, clients and services are most profitable. Synergist shows financial performance by client, project and job over a chosen period, detailing gross and net profit.

  • Track staff utilisation and capacity. See under-utilisation or over-demand to make informed training, recruitment and freelancer-hiring decisions.

  • Improve estimations and pricing. View the estimated versus actual costs for each job, and the recommended charge vs. quoted charge, for improved pricing and profit margins.

  • Schedule key reports. Reports can be automatically sent to you on (say) the first day of each month. You can also build your own custom reports, create visual charts, and export data to use presentations.

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Agency management software designed to help you grow with intelligence

From new business to billing, Synergist streamlines all your operations for efficient workflows, instant visibility, and robust reporting. It's set up to fit your agency's unique processes and we give you ongoing support as your business grows.

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