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Synergist Logo

Project management software for agencies and consultancies.

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Synergist - 2026 Pricing, Features, Reviews & Alternatives

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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.

Key benefits of using Synergist

• Synergist gives your team everything they need to make sure projects are on time, on budget and efficient.

• With real-time insights into each project, client and service's profitability, you can see where you’re overservicing and where your areas of focus need to be.

• View capacity by team, skill or individual, so you know where you have hours to sell and where you might have resourcing issues.

• See how winning work would impact your capacity and revenue forecasts.

• Simple drag-and-drop scheduling makes booking time into your team's schedule easy.

• Use planning tools such as Gantt Charts and Kanban boards to visualize workflows, assign tasks, track status, and get an overview of workloads.

• Discover issues and trends using the Synergist live dashboards and reporting suite for forecasting, capacity tracking, sales income, and more.

• Generate custom reports and graphs using the integrated analytics tools.

• Integrate with third-party accounting systems such as Xero, Quickbooks, Sage 50, Microsoft Dynamics GP, Epicor, and more.

Starting price

13per user /
per month

Alternatives

with better value for money

Synergist’s user interface

Ease of use rating:

Synergist pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(9)
5(31)

What do users say about Synergist?

On initial use, the system can feel complex, and dedicated training is essential to ensure it is used to its full potential and aligned with our business needs.

Select to learn more


Who uses Synergist?

Based on 40 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Marketing and Advertising
Design
Public Relations and Communications
Computer Software
Others

Use cases

Job Costing
Project Tracking
Project Management
Advertising Agency
Resource Management

Synergist's key features

Most critical features, based on insights from Synergist users:

Billing & invoicing
Reporting & statistics
Time tracking
Project time tracking
Timesheet management
Real-Time data

All Synergist features

Features rating:

Customizable reports
Forecasting
Gantt/Timeline view
Job management
Job scheduling
Multiple projects
Performance metrics
Progress tracking
Project billing
Project management
Project planning/scheduling
Project tracking
Reporting/Project tracking
Resource allocation & planning
Status tracking
Task scheduling
Time & expense tracking
Workflow management
Access controls/permissions
Accounting
Accounting integration
Activity dashboard
Activity tracking
Budget management
Invoice management
Document management
Customizable fields
Calendar management
Task management
Task progress tracking
Workflow configuration
Remote support
Reminders
Recurring tasks
Real-Time updates
Real-Time reporting
Real-Time notifications
Real-Time monitoring
Quotes/Estimates
Purchase order management
Proposal generation
Projections
Project workflow
Alerts/Notifications
Project templates
API
Project planning
Approval process control
Assignment management
Audit trail
Issue tracking
Work order management
Utilization reporting
User management
Traditional methodologies
Capacity management
Third-Party integrations
Template management
Change order management
Tagging
Client management
Skills tracking
Search/Filter
Scheduling
Role-Based permissions
Resource scheduling
Resource request
Resource management
Collaboration tools
Agile methodologies
Reporting/Analytics
Issue management
Commenting/Notes
Cost estimating
Forms management
Budgeting/Forecasting
File sharing
File management
Expense tracking
Estimating
Email management
Drag & drop
Document storage
Cost-to-Completion tracking
Deadline management
Data visualization
Data import/export
Data analysis tools
Customizable templates
Business process automation
CRM
Customizable dashboard
Progress reports
Productivity analysis
Production management
Production Cost Tracking
Prioritization
Portfolio management
Availability management
Percent-Complete tracking
Overrun Reporting
Bid management
Multi-Location
Monitoring
Mobile app
Mobile access
Milestone tracking
Labor cost reporting
Key performance indicators
Kanban board
Job tracking
Billable items tracking
Bills of material
Job costing

Synergist alternatives

Synergist logo

Starting from

13

/user

Per month

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Synergist pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Timesheet user

13

/user

Per month

Full users

33

/user

Per month

User opinions about Synergist price and value

Value for money rating:

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

“The platform is intuitive, adaptable and covers most aspects of agency life where we need visibility and the ability to manage. In addition the support and training is outstanding.”
LB

Liam B.

Managing Director

“I really like the system, having used other agency systems and had other systems demonstrated. Great system with a great support helpdesk.”
JB

Jason B.

CFO

Synergist integrations (18)

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 logo
Xero

Integration rating: 5.0 (6)

We require Synergist to integrate with Xero as part of our agency processes

LF

Linda F.

Production Director

Integration rating: 4.0 (1)

Synergist support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Email/Help Desk
Phone Support

Training options

Documentation
In Person
Live Online
Webinars
Videos

Synergist FAQs

Q. Who are the typical users of Synergist?

Synergist has the following typical customers:
Mid Size Business, Small Business

These products have better value for money


Q. What languages does Synergist support?

Synergist supports the following languages:
English


Q. Does Synergist support mobile devices?

Synergist supports the following devices:
Android, iPad, iPhone


Q. Does Synergist offer an API?

Yes, Synergist has an API available for use.


Q. What level of support does Synergist offer?

Synergist offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Phone Support

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