Synergist vs Chase Software

Scoro

Streamtime

WorkflowMax

Magnetic

Morningmate

EXADS

Analyst review 

Great to receive a review from you as a new user of Synergist Myrtle. I pleased you're finding the core features so easy to use. If you need any assistance with the more advanced areas, then don't hesitate to contact either The Agency Works or our support team.

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.

Synergist is pivotal to our profitability as an agency

As a package (software + support), it's the best product in the market - and we tested 6 of the leading solutions in great depth. If you're looking for a system that's customisable for your own business and the way you do things, you won't find a better system.

The only package that does everything well

Ryan, we're very proud that you choose Synergist after such a detailed assessment of the leading Agency Management Systems. And it's great to now hear the extent to which Synergist is meeting your needs. Many thanks for taking the time to write a review, and I'll pass on your compliments to our support team.

Great customer service, The Agency works are extremely knowledgable and helpful. The product is great but like any proprietary software there are compromises relating to config.


Very Powerful Management Tool

Adrian, thanks for such a positive review of Synergist. Any system that offers the depth of functionality and flexibility needed to support an agency through its stages of growth will require configuration expertise. It's great to hear how The Agency Works have provided this expertise to help you achieve your vision.  We look forward to supporting you in your journey for many years to come.

The implementation of Synergist was part of a wider (and thankfully successful) agency turnaround strategy I had been managing, and it certainly did its job!

Agency PM software without the limitations found in many of its competitors

Thanks for reviewing your experience with Synergist Pete. It's fantastic to read of the part it's played in the agency turnaround project you've been managing and congratulations on your success. We're pleased to see you selected Synergist due to the depth of functionality it offers and that you've really benefitted from this. The data viewer has proved very popular but as an advanced reporting tool it does take a little time to understand its capabilities . We've received hundreds of requests to add further options to it. As a result it's recently had an interface makeover to maintain the ease of use whilst delivering these additional features. We'll look at the guides and webinars we have on this and see if their is scope for additional learning resources in this area. We look forward to supporting your continued success Pete.

10 yrs in and going strong 

Synergist Review

We have used other systems in the past and they have either been too simple or overly complex with a nasty UX. Synergist has the depth of thinking and functionality to run large projects and meet all agency needs with an intuitive and visually strong UX (which does matter to ensure teams engage with it, use it and find it simple to use). It also has all you need 'out of the box' – you're not left having to 'engineer' components you want – it's all there to be scaled and deployed as required and as you grow. You also get great support from both an online platform and consultants.

An excellent scaleable agency management solution

Thanks for the great review, Andy. We're glad it fits your agency's needs. We've designed Synergist to be feature-rich and highly flexible so it can be configured to work how your agency works and give you more advanced functionality as you grow. Over the past year, we've redesigned the product interface to make it a brighter, cleaner, more user-friendly experience, and we're planning loads more updates to make your experience even better. 

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

Fantastic Agency Management Software

Receiving this review from someone with experience of the best agency management systems means a lot Jason. So many thanks for taking the time to review your experience with Synergist. It's also great to see that the features we've developed to properly support accrued and deferred revenue are delivering real value to you. I'll pass on your praises to our support team to ensure they understand their quality of work is appreciated.  

Compare Synergist and Chase Software based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2025.

Run your consultancy, agency or any other professional services business on one seamlessly integrated platform. Optimize operations, manage resources, deliver profitable projects, and gain total visibility across your business.

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

Streamtime is project management, quoting and invoicing for creative teams and businesses. Plan and track time on the web or in the Streamtime iOS app.

The UK's leading agency management software. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform. 

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Agile Methodologies

Alerts/Notifications

Approval Process Control

Assignment Management

Audit Trail

Availability Management

Bid Management

Billable Items Tracking

Billing & Invoicing

Bills of Material

Budget Management

Budgeting/Forecasting

Business Process Automation

Calendar Management

Capacity Management

Change Order Management

Client Management

Collaboration Tools

Commenting/Notes

Cost Estimating

Cost-to-Completion Tracking

Customizable Dashboard

Customizable Fields

Customizable Reports

Customizable Templates

Data Analysis Tools

Data Import/Export

Data Visualization

Deadline Management

Document Management

Document Storage

Drag & Drop

Email Management

Estimating

Expense Tracking

File Management

File Sharing

Forecasting

Forms Management

Gantt/Timeline View

Invoice Management

Issue Management

Issue Tracking

Job Costing

Job Management

Job Scheduling

Job Tracking

Kanban Board

Key Performance Indicators

Labor Cost Reporting

Milestone Tracking

Mobile Access

Mobile App

Monitoring

Multi-Location

Multiple Projects

Overrun Reporting

Percent-Complete Tracking

Performance Metrics

Portfolio Management

Prioritization

Production Cost Tracking

Production Management

Productivity Analysis

Progress Reports

Progress Tracking

Project Billing

Project Management

Project Planning

Project Planning/Scheduling

Project Templates

Project Time Tracking

Project Tracking

Project Workflow

Projections

Proposal Generation

Purchase Order Management

Quotes/Estimates

Real-Time Data

Real-Time Monitoring

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Tasks

Reminders

Remote Support

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Resource Allocation & Planning

Resource Management

Resource Request

Resource Scheduling

Synergist

Android

Web-based

Windows

iPad

iPhone

Managing Director

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.

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

Director

We've also found the support to be the best we have ever experienced. Whenever we have a question or query it's resolved so quickly and the team are super helful.

Founder & CEO

As a package (software + support), it's the best product in the market - and we tested 6 of the leading solutions in great depth.

Time tracking is also very good. Support has been fantastic - very quick to respond to any questions and they always take the time to make sure you understand.

Great all in one agency management software. Good resource planning to help with efficient planning across the agency.

Finance Director

It can be as simple or as complicated as you want. Integrates with most popular accounting packages.

The software is great for running jobs, which is vital to ensure we deliver to budget.

Administrator

Integration with the Xero accounting software is also great and saves time.

Some of the error messaging isn't always clear on how the problem can be resolved.

Head of Operations

It covers all areas of Agency management from onboarding new prospects, planning & build tasks and hours, traffic management, through to revenue recognition.

Its vastness is also a challenge - there is so much it can do that we typically feel behind the curve on its use. This isn't too much of Synergist's fault though.

The fact Synergist is database driven; means you can cut the data in so many different ways.

This is not a plug and play system, implementation is expensive in terms of time. However if implemented correctly you will get this investment back in a short time - which we did.

Synergist screenshot: From new business to billing and everything in between, Synergist has everything you need to manage your agency in one customisable system. 

Synergist screenshot: Monitor budgets in real time and prevent over-servicing with automated alerts. Get granular insights into the performance of each project, retainer, client, and service. Understand exactly where time’s being spent vs estimated to improve future quoting. 

Synergist screenshot: Get a clear view of where you have availability, when to hire a freelancer, or when to recruit. See how much time is forecast over the coming days, weeks, and months, and scenario-plan how winning new projects will impact your capacity.

Synergist screenshot: With your pipeline, projects and resource management, as well as timesheets, expenses, and reporting, in one place, your teams can access all the tools and info they need.No more information stuck in people's heads or spread across disconnected systems. 

Synergist screenshot: Get real-time visibility on what’s happened, what’s happening, and what’s going to happen across your agency. Live dashboards and detailed reports give you all the key metrics you need at the click of a button. Powerful data analytics tools.

Mid Size Business

Small Business

Magnetic is a cloud-based agency intelligence platform that helps agencies manage projects, enhance productivity, and track workflows from end to end. The solution offers features such as project tracking, prioritization, Gantt charts, billing and invoicing, resource allocation, and more.

Experience seamless project management and task completion with Morningmate's comprehensive collaboration platform designed for teams of all sizes and types. This intuitive, all-encompassing platform enables you to take charge of projects and tasks effortlessly.

EXADS ad serving solutions are built with developers in mind every step of the way. EXADS Admin Panel provides a single interface for admins, advertisers and publishers to monitor and manage their online advertising and access a large range of features and automated optimizations.

Cloud-based systems covering everything including job costing, resource planning, workflows, invoicing, automation & business intelligence.

Approval Workflow

Automatic Time Capture

Billable & Non-Billable Hours

Campaign Management

Client Portal

Employee Database

Employee Management

Employee Scheduling

Multiple Billing Rates

Offline Time Tracking

Online Time Tracking

Overtime Calculation

Reimbursement Management

Search/Filter

Status Tracking

Summary Reports

Task Management

Task Progress Tracking

Task Scheduling

Template Management

Third-Party Integrations

Time & Expense Tracking

Time Tracking

Time Tracking by Client

Time Tracking by Project

Timer

Timesheet Management

Utilization Reporting

Vacation/Leave Tracking

Workflow Management

Chase Software

Linux

The best feature of Chase is the amazing support team - there are similar products in the market, at similar pricing but what sets Chase apart is the wonderful service we get for the support teams.

Synergist vs Chase Software Comparison (2025)

Synergist vs Chase Software Comparison (2025)

Synergist

Chase Software

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives