Synergist Pricing, Features, Reviews & Comparison of Alternatives

Synergist

Project management software for agencies and consultancies.

4.27/5 (11 reviews)

Synergist overview

What is Synergist?

Synergist is a project management and job costing solution for agencies, consultancies, and in-house departments which aids with communication, project planning, time tracking, project costing, billing, opportunity tracking, and more. It helps businesses to collaborate on and manage projects from end to end, and provides live visibility into projects in order to ensure that teams and clients are all on the same page.

Time and money can be managed and tracked within Synergist with tools including online timesheets, job project cost estimating, billing management, quote generation, and integration with third party accounting solutions including Xero, Sage 50, Quickbooks, and more. Planning and tracking tools including team calendars and Kanban boards can be used to plan schedules, capacity, projects, and opportunities.

Synergist facilitates communication between team members, as well as with clients, with tools such as online approvals, email integration, document management and sharing, and an integrated CRM system. Custom reports, dashboards, and alerts ensure that users are always up-to-date with project progress and overall business performance, and reports can be fully customized to suit business requirements.
www.synergist.co.uk

Pricing

Starting from
£19/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United Kingdom

Supported languages

English
Synergist screenshot: Management DashboardSynergist screenshot: Calendar BookingsSynergist screenshot: Personal DashboardSynergist screenshot: Sales DashboardSynergist screenshot: DependenciesSynergist screenshot

Synergist user reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.2
  3.7
  4.9
Phil Robinson

Synergist is great for time based businesses where you need to track and manage your teams

Used daily for 2+ years
Reviewed 2017-10-28
Review Source: Capterra

Productivity, reporting, profitability, better management of people and time.

Pros
It has enabled my agency to understand the hours spent on client work, helped manage utilisation and productivity of the agency. It has helped agency profitability. It has helped us manage over servicing and most importantly where our team are being overworked or working too many hours.

Cons
Nothing really in the cons - other than some people might find it labour intensive on top of the client work they are doing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Gary Butterworth

Synergist is pivotal to our profitability as an agency

Used daily for 2+ years
Reviewed 2021-01-21
Review Source: Capterra

The ability to track our time and analyse the profitability of our jobs has really helped improve our future quoting and planning. Forecasting tools also help us plan effectively as a business.

Pros
Synergist is a robust and tailored workflow management software which we use from budgeting and quoting through to invoicing. Our success as an agency has come through leveraging the reporting tools and insights that Synergist allows us to capture and analyse.

Cons
Synergist has expanded to overlap with task management software. It is not a feature we currently use as it doesn’t offer the same level of user experience as more established software in this niche. We don’t find this an issue as it does what we require of it very well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Debra Seddon

Overall, pleased with the software as it is a 'whole approach in one place' .

Used daily for 1-2 years
Reviewed 2017-09-12
Review Source: Capterra

One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.

Pros
One central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !

Cons
Data Reviewer reporting isn't as simple as we would like it. We would like more things bespoking to our company. Calendar bookings if far too complicated for our needs.

Response from Synergist Express


Thanks for taking the time to leave a review Debra. Great to hear you're pleased with the system and have benefited from the efficiencies of bringing all aspects of your projects into one central place. The Data Viewer has proved to be a very popular reporting tool and we receive many requests from customers looking for more advanced options within this to create more complex reports. To deliver a solution to the overwhelming majority of these enhancement requests, we've had to enhance the Data Viewer with additional options whilst maintaining the drag and drop style approach. I take on board your feedback on this and will pass this to the product development team. The same applies to the calendar bookings tool which has been developed to meet the needs of most project based businesses. If your calendaring needs are particularly simple then its functionality may exceed your current needs. Many Thanks - Nick Lane - Commercial Director

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Rebecca Frain

Synergist provides our small Engineering company with all the functionality we need to be successful

Used daily for 2+ years
Reviewed 2017-07-24
Review Source: Capterra

Better business management, reporting and trustworthy information.

Pros
Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible. Reporting is brilliant and again is an adaptable dependent on the needs. Synergist has allowed us to scrap unreliable excel spreadsheets and allows ONE centre for updating the whole company. Synergist has proven easy to learn also for our new starters who average about a week to understand the basics and roughly a month to get to a "superuser" level.

Cons
Running reports takes a little time to get your head round how the data interacts but once you do its great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Great product with fantastic suppport

Used daily for 2+ years
Reviewed 2017-10-25
Review Source: Capterra

Improvements in agency reporting leading to better and more profitable customer relationships.

Pros
Reporting and analysis of projects and clients is second to none. We have improved client and agency profitability and process by a significant margin using Synergist.

Cons
UI could be better, but does not distract greatly from solutions overall performance. I believe a new version out soon should provide a better experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Synergist pricing

Starting from
£19/month
Pricing options
Subscription
View Pricing Plans

Core System: £50/month - includes account system link
Full User: £49/month - includes access to all features
Timesheet User: £19/month - includes time and expense tracking features

Packages:
Foundation: £292/month for core system, 3 full users, and 3 timesheet users
Professional: £670/month for core system, 8 full users, and 12 timesheet users
Enterprise: £1,600/month for core system, 20 full users, and 30 timesheet users

Synergist features

Project Time Tracking
Projections
Task Tracking

API (228 other apps)
Activity Dashboard (165 other apps)
Activity Tracking (144 other apps)
Automatic Notifications (143 other apps)
Collaboration Tools (197 other apps)
Drag & Drop Interface (143 other apps)
Gantt Charts (143 other apps)
Prioritizing (146 other apps)
Progress Tracking (153 other apps)
Project Management (208 other apps)
Project Planning (153 other apps)
Project Tracking (150 other apps)
Reporting & Statistics (145 other apps)
Task Management (186 other apps)
Task Planning (135 other apps)
Task Scheduling (130 other apps)
Third Party Integration (167 other apps)

Additional information for Synergist

Key features of Synergist

  • Accounting
  • CRM
  • Budget Management
  • Collaboration
  • File Sharing
  • Project Financials
  • Scheduling
  • Time Tracking
  • Engineering / Architect Firms
  • IT Solution / Service Firms
  • Personnel Planning
  • Quotes / Estimates
  • WIP Schedule
  • Overrun Reporting
  • Actual Costing by Job
  • Standard Costs
  • Production Cost Tracking
  • Time Tracking
  • Deliverables Management
  • Skill Pool Management
  • Proofing Tools
  • Supports Scrum
  • Supports Agile
  • Supports Kanban
  • Supports Waterfall
  • Creative / Ad Agencies
  • Consultants
  • Business Analysis
  • Calendar Management
  • Client Portal
  • Client Database
  • Data Collection
  • Email Integration
  • Gantt Charts
  • Invoice Management
  • Job Costing
  • Job Tracking
  • Portfolio Management
  • Progress Tracking
  • Project Notes
  • Project Planning
  • Project Templates
  • Project Workflow
  • Proposal Generation
  • Purchase Order Management
  • QuickBooks Integration
  • Quote Management
  • Real Time Updates
  • Resource Management
  • Revenue Recognition
  • Status Tracking
  • Time Management
  • Timesheets
  • Web Integration
  • Work Order Management
  • Workflow Management
  • Milestone Tracking
  • Customizable Categories
  • Exception Reporting
  • Billing & Invoicing
  • Budgeting & Forecasting
  • IT / Software Projects
  • Time & Expense Tracking
  • Dependency Management
  • Project Estimating
  • Subcontractor Management
  • Approval Process Control
  • Archiving & Retention
  • Percent-Complete Tracking
  • Action Item Tracking
  • Due Date Tracking
  • Document Management
  • Task Management
  • Collaboration Tools
  • Project Management
  • Client Management
  • Cost-to-Completion Tracking
View All Features

Benefits

• Discover issues and trends using the Synergist reporting suite which allows users to generate custom reports for forecasting, capacity tracking, sales income, and more.

• Use online timesheets to track time spent on each project, and utilize this for billing and payroll.

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

• Utilize planning tools such as Kanban boards to visualize workflows, assign tasks, track status’, and get an overview of employee workloads.

• Facilitate easy communication with email integration and online approval workflows through integration with Flowzone.