Get a demo
Get a demo

Creative agency management software

Everything you need to manage your creative projects, people and pipeline efficiently and profitably.

Get a demo

Whether you manage lots of small creative jobs, big complex projects or a mixture of both, Synergist brings all your operations together to help things run smoothly.

It tells me immediately about the state of every job, the requisitions, the time remaining, the time quoted, everything. It flags up problems early on, and I can see everything at a quick glance.

Image of Nigel Wilson
Nigel Wilson Managing Director, Clevercherry creative agency
Read Clevercherry's story

Deliver creative projects profitability

Creative projects are notoriously difficult to estimate and keep within budget. Synergist's creative agency project management software tracks all your time and costs in detail so you can see progress and profitability in real time.

  • Plan your creative projects using templates or duplicate past projects to standardise estimates, quotes, project plans, activities and billing

  • Break down creative projects into phases - such as concepts, development and layout, or deliverables. Estimate and track time, costs and profit against each phase

  • Create branded quotes using your standard or client-specific rate cards and get an instant profit estimate. Convert quotes into billing plans so you know exactly what's going to be billed and when

  • Track all purchase orders and make sure they are passed on to your client with the correct mark-up

  • Monitor actual vs estimated time, purchases and expenses and quickly see if you're going over budget. You can also set up custom email alerts — for example, when a job reaches a certain percentage of its budget

Take control of capacity

Synergist gives you clear visibility on your capacity, helping you decide when to hire a freelancer or if you need to recruit.

  • Forecast your project pipeline based on probability and see how winning new work would impact your capacity

  • See where you have capacity or stretched resources over the next few months, so you can look to fill gaps, bring in a freelancer or hire a new team member

  • Control resource bookings using work requests or let account managers book jobs into the scheduling calendar. View time estimated vs time remaining, so you don't overbook your resources

  • Store every email or document online with the job. Creatives can see the job info, share updates and record time against jobs quickly and easily in their personal schedules

  • Track which resources are consistently under or over-utilised to prevent boredom or burnout before it arises.

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.

Get a demo

See the bigger picture

Synergist gives you agency-wide business intelligence so you can make fact-based, better-informed decisions.  

  • View your agency's revenue, profit, forecasts, utilisation and capacity data at the click of a button with ready-made dashboards and reporting or use the powerful analytics tool to build your own specific reports

  • Understand which projects, clients and services are driving the most revenue and profit

  • Track your investment in each client, creative pitch or new business activity

  • Create custom dashboards for your leadership team, or set up and send specific reports for account managers.

Shaped for your creative agency's unique needs

We get there’s no one-size-fits-all approach when it comes to creative agencies. Which is why Synergist can be fully customised to fit the way your agency works.

Tick

Agency experts working with you to optimise your processes and reporting informed by best practice.

Tick

An implementation consultant to help configure, integrate, train and launch without a hitch.

Tick

Ongoing strategic support and practical training from our agency experts to help you grow.

Tick

Dedicated UK helpdesk for technical support whenever you need it.

Having an agency management expert to lean on and shape the software step-by-step makes it feel even more bespoke. It’s also someone to run things by to make sure I’m looking at things in the right way.

Image of Steven Smith
Steven Smith Operations Director at Copy House

Frequently asked questions by creative agencies

Can Synergist manage recurring jobs and retainers?

Yes. You can manage different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders with Synergist.

Does Synergist have a CRM?

Yes. Manage all your clients, prospects, suppliers and contacts data using the integrated CRM. Learn more about pipeline management and CRM

You can also connect your HubSpot or Salesforce CRM to send contacts and opportunities into Synergist from your HubSpot or Salesforce CRM, and sync back any new contacts or opportunity status changes in Synergist.

 

Does Synergist handle revenue recognition?

Yes. The revenue management module allows you to recognise or defer revenue in line with when the work is done and costs are incurred. Learn more about revenue management

Can we set up different user permissions?

Yes. You can set up different permissions for each user or user group, such as 'administrators', 'project managers' or 'creatives' etc. You can select which menus, tools and reports each user can access.

You can also set up user groups to see certain reports. For example, you could create a suite of reports for the board.  

Is my data secure?

Yes. Synergist Cloud has been developed to be highly secure, reliable and compliant with UK data regulations. Keeping your core business information safe, secure and available, whenever and wherever you need it. Learn more about security

Can Synergist integrate with other software?

Synergist has direct integrations with leading software like Microsoft 365, Google, Xero, Sage, HubSpot and many more. Plus, our API enables you to integrate with anything. Learn more about integrations

Your sales invoice, purchases and expenses can be fed directly into accounting software to eliminate double-entry.

 

Still have questions?

Our team of agency experts would love to help answer your questions.

Contact us