Synergist

Agency and consultancy management software connecting pipeline, projects, resources and

Synergist is agency and consultancy management software built around jobs, retainers, utilisation and client profitability. It connects pipeline, projects, resources and financials in one system, with dashboards and reporting for profit, capacity and utilisation. The company was founded in 2003, has 40+ people across the UK, and says 500+ agencies and consultancies use it. It is part of Banyan Software Group and merged with Agency Works.

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Key facts

Starts at: Contact sales
Free plan: No
Free trial: No
Open source: No
Founded: 2003
Headquarters: United Kingdom

What it does

Crm and pipeline unlimited clients prospects leads suppliers opportunities and jobs custom fields task setting and reminders comms history templates lead progression tracking sales pipeline dashboards target setting data import export gdpr management
Estimating and quoting unlimited opportunities and jobs phases stages per job estimate time by role charge code estimated profitability vs target quote by time and materials fixed fee or fixed fee and expenses multiple currencies quote revisions pipeline forecasting branded quotes to clients
Project planning and tracking phases and stages list or gantt timeline views drag and drop dependencies and milestones multi job gantt charts planned vs actual timelines budget and profit tracking project plan templates job dashboards
Task and workflow management unlimited activities tasks custom activity types checklists custom fields assignee start due date priority alerts and reminders threaded comments kanban boards unlimited attachments timesheet against task
Resource scheduling and capacity unlimited resources and teams skill database booking permissions holidays and absences day week month views up to 12 weeks ahead drag and drop calendar booking recurring bookings overbooking availability view two way outlook google calendar integration and ical feed freelancer bookings capacity and utilisation dashboards
Timesheets and expenses timesheets from browser or mobile app time recording by role rate card timesheet stopwatch timesheet approval workflows credit card expenses digital receipt uploads mileage calculator ai expense creation expense approval workflows utilisation reporting freelancer timesheeting missing timesheet report
Purchasing purchase estimates against job phase pre defined markup by supplier or client spend limits by user approval workflows email pdf orders to supplier supplier crm ai purchase invoice autofill purchase invoice reconciliation export to accounts package tender management professional and above
Invoicing and revenue management billing payment plans recurring billings invoice approval workflow invoice multiple phases or jobs in one invoice customisable invoices multi currency billing enterprise credit notes and write offs accounting software integration revenue and profit forecasting revenue recognition professional and above
Reporting customisable dashboards financial utilisation sales capacity client and job dashboards custom alert emails data exports scheduled and emailed reports custom reports integrated analytics
Mobile app ios and android timer stopwatch for time recording expense receipts and mileage capture contact info job opportunity status add and assign tasks work schedules mfa and sso
Integrations accounting software sage business cloud accounting sage 50 sage 300 sage intacct xero quickbooks access kashflow microsoft dynamics access financials iplicit accountsiq pegasus opera 3 file management onedrive google drive dropbox microsoft and google sso hubspot and salesforce crm integration add on on foundation and professional included on enterprise

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