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End-to-end digital agency software

Deliver small digital marketing jobs and large web developments efficiently and profitably using Synergist agency management software.

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Designed specifically for agencies, Synergist has everything you and your teams need to effectively manage your clients, projects, resources, workflows, budgets, invoicing, reporting and more, all in one integrated system. Giving you full visibility and a comprehensive real-time overview across your agency. 

Synergist is the cornerstone of the business. It's given us the opportunity to look three, six, nine months down the line in terms of where we need people, where projects are dropping off and things are starting up. It helps us forecast and plan in every way possible.

Image of Darryl Kennedy
Darryl Kennedy Executive Director at Spike Retail technology agency

Streamline project management 

Effectively manage digital projects, keeping them on time and on budget.

  • Set up job templates for consistent quoting, planning, briefing and workflows

  • Quote clients using flexible pricing models and client-specific or standard rate cards. See estimated profit margins before sending to the client

  • Estimate time and costs based on previous project data. Break down projects into phases or deliverables to track profit at a granular level

  • Create Kanban boards for workflows and projects. Assign tasks to a team or individual and send notifications and reminders to keep them on track

  • Compare project percentage completion to the costs burned, to flag overservicing before it becomes an issue. For example, you might have a job that's 50% complete, but has already burned 70% of the estimated costs

  • Create billing plans for projects or retainers requiring staged payments. You can invoice when a phase ends, when a percentage of the job is completed or by start or due date

Improve resource utilisation

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

  • See each team’s capacity over the coming days, weeks and months.  Instantly see how much time is booked, how much is still available, and the impact of winning new opportunities so you can put the right resources in place at the right time

  • Book jobs straight into the scheduling calendar or use work requests for central control. Spread flexible hours across several days or a specific time slot. Synergist shows you the time remaining on a job so you can make sure it’s within budget

  • Add briefs, files, info and emails to the job request. No more info stuck in people’s heads and waiting for briefing. Team members can see all the job info they need, and record timesheets and expenses quickly and accurately against the job

  • Track employee utilisation on chargeable work vs targets. See who worked on what, when and the cost impact

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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Agency-focused reporting

No more pulling together spreadsheets based on questionable data.Instead, Synergist gives you agency-wide business intelligence so you can make fact-based, better-informed decisions.  

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

  • Track profitability by client, project, job type or skill set. Dive into the data to find out exactly where you’re making money... and where you’re not

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

  • See real-time management dashboards and get email alerts when data meets specific criteria

  • Create custom reports using the powerful integrated analytics tool to make better-informed decisions

Shaped for your digital agency's unique needs

Synergist offers hundreds of features. But we get there’s no one-size-fits-all approach when it comes to digital agencies. Which is why Synergist can be fully customised to fit the way your agency works.

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

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

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

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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 about Synergist in 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