Manage new business leads and existing client opportunities using the built-in CRM

Break down complex projects into phases, services or deliverables, using different charge-out rates to track time and profit at a granular level

Quote clients using flexible pricing models and see the estimated profit margin to make sure you’re not under-charging

Store documents, communications and checklists on the job. No more info stuck in people’s heads

Track work-in-progress and profitability in real time, and create early alerts to flag overruns or issues

Create invoices automatically from your timesheets or set up billing plans for projects or retainers requiring staged payments

Synergist integrates with leading accounts packages - such as Xero and Sage - saving time and eliminating double-entry.

Forecast revenue and profit for new business and existing clients. Add probability of converting (weighting) to give a more accurate forecast

See patterns in utilisation and capacity, helping you set more realistic utilisation targets, and plan resources and recruitment more smartly

Track profitability by client, project, service, account handler and more. Deep dive into the data to find out exactly where you’re making money and where you’re not, to inform your future pricing and project selection

Report on work in progress, sales invoices, and purchase invoices to accurately recognise revenue in line with when the work is completed and costs are incurred

See real-time management dashboards, schedule reports to be automatically emailed to your inbox, or generated when an event happens or data meets specific criteria

Create custom reports using the powerful integrated analytics tool. You can combine multiple reports or charts into custom dashboards for your leadership team, or set up specific dashboards for team members to track important metrics.