SynergistSynergist Express
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Related Products
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About
Create and send professional invoices and estimates then receive update notifications. Get paid faster and on time via cash, checks, ACH, Credit and Debit cards and PayPal. Track the number of goods you have on hand for better control of what you buy and sell. Client portal allows your clients to keep track of all the transactions that have taken place. Help your team push things forward with simple planning and direct communication. All the files for your Todos live in one secure place so your team always has access to them. Quickly find clients, contacts, notes and outstanding balance all in one place. Track expenses against your clients and add them to invoices in a few clicks. Get paid in over 160 different currencies with rates updated hourly. View and share interactive reports and budget in real-time – no waiting for month-end. Search across all of your transactions and clients to find the information you’re looking for.
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About
As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies searching for a solution to create and send professional invoices and estimates
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Audience
All-in-one agency management software for anyone
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationServicejoy
Founded: 2011
United States
servicejoy.com
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Company InformationSynergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Not Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Job Costing Features
Bills of Material
Not Supported
Budgeting & Forecasting
Supported
Change Orders
Not Supported
Cost-to-Completion Tracking
Supported
Invoice Management
Supported
Overrun Reporting
Supported
Percent-Complete Tracking
Supported
Production Cost Tracking
Supported
Purchase Order Management
Supported
Quotes / Estimates
Supported
Time Tracking
Supported
Work Order Management
Supported
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
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Integrations
MYOB
Not Supported
QuickBooks Online
Not Supported
Sage 50
Not Supported
Xero
Not Supported
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Integrations
MYOB
Supported
QuickBooks Online
Supported
Sage 50
Supported
Xero
Supported
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