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FOR CLIENT & PROJECT MANAGERS

Keep your projects on track and clients profitable

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Manage your projects, clients and new business effectively

Under-quoting, over-servicing, scope creep and amends are all too familiar challenges for creative agencies. Manage multiple small projects, big complex projects, and ongoing client retainers with ease.

Synergist essentially improves all your processes. We’ve seen improved productivity and quoting, team development, job reporting, briefing... all aspects of the business have benefited.

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Susy Combie Production Manager, ArmstrongB2B

Day-to-day: keep your jobs moving

Synergist helps you organise priorities and keep jobs moving, alerting you to issues immediately.

  • Stay on top of your actions. See immediately what activities you need to do at an opportunity, client or job level and add reminders for future actions.

  • Assign tasks to your teams. Create activities against a client, job or project phase.

  • Keep on track. See the status of outstanding activities at a glance and get alerts when comments are added, tasks are completed or deadlines are missed.

  • Get early warnings. Customisable alerts flag any issues, such as a job that’s running late or reaching a certain percentage of its budget.

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Week-to-week: manage projects proficiently

Deliver projects smoothly, on time and on budget. Plan, organise and track everything from briefing to completion.

  • Create accurate estimates. Use previous project time and cost data or templates to keep your estimating consistent.

  • Plan projects visually. Quickly set up Gantt charts to plan project timelines and share visual project plans with clients.

  • Book and brief seamlessly. Schedule the right resources, attach all the information they need and accurately track time against the job.

  • Keep jobs on track. Instantly see a live picture of your project’s progress, budgets, costs and profitability. An at-a-glance colour-coded system alerts you if you’re ‘job healthy’ or not, so you can quickly take proactive measures.

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: drive project profitability

Are you under-billing or over-servicing? Synergist gives you past project data to help you plan and price future jobs to improve performance and profitability.

  • Keep billing on track. Create billing plans based on phase completion or dates. Easily allocate costs, generate timely invoices and update revenue forecasts automatically.

  • See project and profit reporting. Quickly see the profit of overall job or phase within a job, identify where projects have gone over budget or delays have occurred.

  • Manage client reporting. Monitor client revenue forecasts, actual spend vs target, profit and margins, and your client investment to make sure you’re managing clients effectively and profitably.

  • Stay on top of new business. Easily manage contacts, opportunities and actions to keep new business on course. Track your pipeline against targets and see where you have capacity to bring work forward or sell more.

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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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