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Synergist

Project management software for agencies and consultancies.

Table of Contents

Is this product right for your business?

Find out with a

Synergist - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Synergist overview

What is Synergist?

Synergist is the UK's leading agency agency project and resource management system designed to help agencies improve efficiency, profits and reporting.

Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.

Designed for agencies that want to grow smoothly and smartly. It comes with hundreds of features that can be customised to how your agency works and give you the functionality you need as you grow.

Starting price

13per user /
per month

Alternatives

with better value for money

Synergist’s user interface

Ease of use rating:

4.7

(40)

Synergist reviews

Overall rating

4.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.92/10

Rating distribution

Pros

“Our agency has been using Synergist as our project management and operations tool for years now, and it has proven to be invaluable in helping us manage not just our projects, but also our financial workflows - especially when it comes to accrued and deferred income through the Revenue Management functionality.”

Linda F.

Production Director

“It offers a fully integrated approach from quoting and estimating, to resource scheduling, to project and operational management and reporting i.e. all in one place and all consistent.”

Matthew D.

Finance Director

“It also has a good level of customisation to suit how different agencies cost and manage projects from simpler single-phase projects to more granular phases with sub-stages.”

Andy M.

Managing Director

Cons

“We have used other systems in the past and they have either been too simple or overly complex with a nasty UX.”

Andy M.

Managing Director

Who uses Synergist?

Based on 40 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Marketing and Advertising

Public Relations and Communications

Design

Graphic Design

Others

Use cases

Job Costing

Project Management

Project Tracking

Resource Management

Workflow Management

Synergist's key features

Most critical features, based on insights from Synergist users:

Job management

5.0

(2)

Project billing

5.0

(5)

Billing & invoicing

4.9

(15)

Timesheet management

4.8

(9)

Project tracking

4.0

(1)

Document management

4.5

(2)

Budgeting/Forecasting

3.0

(1)

All Synergist features

Features rating:

4.6

(40)

Access controls/permissions

5.0

(3)

Accounting

4.5

(2)

Accounting integration

5.0

(1)

Activity dashboard

5.0

(1)

Activity tracking

4.0

(2)

Agile methodologies

(0)

Alerts/Notifications

4.0

(1)

API

(0)

Approval process control

(0)

Assignment management

(0)

Audit trail

(0)

Availability management

(0)

Bid management

(0)

Billable items tracking

(0)

Billing & invoicing

4.9

(15)

Bills of material

(0)

Budgeting/Forecasting

3.0

(1)

Budget management

5.0

(1)

Business process automation

(0)

Calendar management

4.0

(5)

Capacity management

(0)

Change order management

(0)

Client management

3.0

(1)

Collaboration tools

3.8

(4)

Commenting/Notes

(0)

Cost estimating

(0)

Cost-to-Completion tracking

(0)

CRM

(0)

Customizable dashboard

(0)

Customizable fields

4.5

(4)

Customizable reports

4.8

(5)

Customizable templates

(0)

Data analysis tools

(0)

Data import/export

(0)

Data visualization

(0)

Deadline management

(0)

Document management

4.5

(2)

Document storage

4.0

(1)

Drag & drop

(0)

Email management

(0)

Estimating

(0)

Expense tracking

(0)

File management

(0)

File sharing

(0)

Forecasting

4.3

(6)

Forms management

(0)

Gantt/Timeline view

4.0

(1)

Invoice management

4.7

(3)

Issue management

(0)

Issue tracking

(0)

Job costing

(0)

Job management

5.0

(2)

Job scheduling

4.7

(3)

Job tracking

(0)

Kanban board

(0)

Key performance indicators

(0)

Labor cost reporting

(0)

Milestone tracking

(0)

Mobile access

(0)

Mobile app

(0)

Monitoring

(0)

Multi-Location

(0)

Multiple projects

4.7

(7)

Overrun Reporting

(0)

Percent-Complete tracking

(0)

Performance metrics

5.0

(2)

Portfolio management

(0)

Prioritization

4.5

(2)

Production Cost Tracking

(0)

Production management

(0)

Productivity analysis

4.0

(1)

Progress reports

(0)

Progress tracking

4.4

(5)

Project billing

5.0

(5)

Projections

(0)

Project management

4.5

(2)

Project planning

3.0

(1)

Project planning/scheduling

4.9

(7)

Project templates

(0)

Project time tracking

4.8

(9)

Project tracking

4.0

(1)

Project workflow

(0)

Proposal generation

(0)

Purchase order management

(0)

Quotes/Estimates

(0)

Real-Time data

4.9

(9)

Real-Time monitoring

(0)

Real-Time notifications

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Recurring tasks

(0)

Reminders

(0)

Remote support

(0)

Reporting/Analytics

(0)

Reporting/Project tracking

4.4

(9)

Reporting & statistics

4.7

(7)

Resource allocation & planning

4.3

(3)

Resource management

(0)

Resource request

(0)

Resource scheduling

(0)

Role-Based permissions

(0)

Scheduling

(0)

Search/Filter

(0)

Skills tracking

(0)

Status tracking

4.3

(3)

Tagging

3.0

(1)

Task management

4.3

(12)

Task progress tracking

4.3

(6)

Task scheduling

4.7

(3)

Template management

(0)

Third-Party integrations

(0)

Time Clock

(0)

Time & expense tracking

5.0

(4)

Timesheet management

4.8

(9)

Time tracking

4.4

(7)

Traditional methodologies

(0)

User management

(0)

Utilization reporting

(0)

Workflow configuration

(0)

Workflow management

5.0

(2)

Work order management

(0)

Synergist alternatives

Synergist

4.7

(40)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.6

Value for Money

4.5

Customer Support

5.0

Premier Construction Software

4.7

(288)

visit website

Starting from

125

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.7

Customer Support

4.8

Jobber

4.6

(1.4K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.6

monday.com

4.6

(6K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

Synergist pricing

Value for money rating:

4.5

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Timesheet user

/user

Per month

Full users

/user

Per month

User opinions about Synergist price and value

Value for money rating:

4.5

(40)

To see what individual users think of Synergist's price and value, check out the review snippets below.

Linda F.

Production Director

“It offers a fully integrated approach from quoting and estimating, to resource scheduling, to project and operational management and reporting i.e. all in one place and all consistent.”

Matthew D.

Finance Director

Synergist integrations (17)

Integrations rated by users

We looked at 40 user reviews to identify which products are mentioned as Synergist integrations and how users feel about them.

Xero

Integration rating: 5.0 (9)

Sage 50 Accounting

Integration rating: 4.0 (2)

Salesforce Sales Cloud

Integration rating: 4.0 (1)

“We do our B2B sales via salesforce and then ship the orders out of Fishbowl. Have had slight issues with the inventory management within Salesforce and the connecting integration.”

“Salesforce feeds leads and other metrics that are important for billing”

Willem T.

Systems Director

1/2