Synergist vs DashClicks

Scoro

Streamtime

WorkflowMax

Screendragon

Quantcast

CAASie.co

Compare Synergist and DashClicks based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

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

Quantcast is an audience measurement software that offers data analytics to better understand your website traffic. The app pulls data from over 100 million web and mobile platforms to provide reports on audience demographics and geographic data including insights into competitor websites.

Screendragon - work management software for marketing, agency and professional services teams. Used by Kellogg's, The IOC, BP, Virgin Atlantic, McCann, TBWA & more. Our workflow management software solution was voted 'Best Value' by our customers on Capterra in 2019.

CAASie.co is a self-service billboard advertising platform built for small businesses, startups, and everyone in between.

DashClicks is a comprehensive software designed to provide agencies with all the tools they need to attract, convert, maintain, and fulfill clients. With an array of built-in apps and features, DashClicks enables agencies to streamline their workflows and optimize their marketing strategies.

Campaign Analytics

Campaign Management

Task Management

Template Management

Time Tracking

DashClicks

Manager

Fantastic products,  great support team, and easy to use platform. I'm glad I took advantage of their Black Friday discount to help us in scaling up our agency.

CEO and Principal Consultant

I like all of the features and ease of use. The videos are amazing and help you every step of the way.

This program has helped me expand my marketing firm and truly wow my clients. Their support and staff are amazing and I can't thank them enough for boosting my business.

Owner

They put out a lot of trainings and help to support your agency to get more clients and to retain more clients. Your agency's success is their success, so they are really invested in your success.

The platform is very user friendly and easy to navigate. I especially appreciated the 30-minute, live question-and-answer session on Zoom with a member of their staff to help me get started.

Business Owner

It's an awesome platform, it definitly is very easy to use, clean, and professional.

Executive Account Manager

They a plethora of tools seamlessly integrated with each that solve several business problems. Best part, low learning curve, and great customer support.

SO far so good, excited to see where I can take my agency now that I found this service.

Founder

Extremely excited to be using this platform. Honestly even thinking about investing into their mentorship program (that's honestly how good their platform and sales funnel is).

Amazing easy to follow training series. Amazing customer support.

This limits some of the services I choose to offer because tracking becomes restricted when it is required to push call tracking through their own tool.

The tool that I like the most is instareports, it is a very useful tool that creates professional white labeled audit reports, that is my primary tool to bring in new client prospects.

DashClicks has a great platform. Their easy to use dashboard with a client facing side is a huge bonus making sure your clients have access to everything that is going on.

Easy to use, great templates, staff is extremely helpful, simple to navigate.

manager

Well integrated packages based on market experience. Prices that reward scaling and success.

Synergist vs DashClicks Comparison

Synergist

DashClicks

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives