Audience

All-in-one agency management software for anyone

About Synergist

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.

Pricing

Starting Price:
$19 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Synergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk

Videos and Screen Captures

Synergist Screenshot 1
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Product Details

Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Synergist Frequently Asked Questions

Q: What kinds of users and organization types does Synergist work with?
Q: What languages does Synergist support in their product?
Q: What kind of support options does Synergist offer?
Q: What other applications or services does Synergist integrate with?
Q: Does Synergist have a mobile app?
Q: What type of training does Synergist provide?
Q: Does Synergist offer a free trial?
Q: How much does Synergist cost?

Synergist Product Features

Job Costing

Budgeting & Forecasting
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Bills of Material
Change Orders

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies