Synergist

Synergist

Project management for agencies, consultancies & departments

4.2/5 (10 reviews)

Synergist Overview

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.

Pricing

Starting from
£19,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United Kingdom

Supported Languages

English

Synergist Reviews

Overall rating
4.2/5
80% positive reviews
4
Excellent
4
Very good
2
Average
0
Poor
0
Terrible
Rebecca F.

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

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend

9.0/10
Phil R.

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

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend

10.0/10

Great product with fantastic suppport

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend

10.0/10
Joe C.

A great piece of software ideal for any consultancy who want to plan and track clients projects!

Used Daily for 2+ years
Reviewed on 2017/07/05
Review Source: Capterra

Helps to track all of our projects commercially and plan resource/workload.

Pros

Great at managing everything from initial enquiry, estimating, project & company commercials and tracking live projects for all your clients.

Cons

It's only as good as the information and effort you put into it. Detailed training and customisation is required prior to using in anger, but once set up correctly is fantastic.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Debra S.

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

Used Daily for 1+ year
Reviewed on 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
Customer Support

Likelihood to recommend

7.0/10
User Recommendation
8.1/10
Based on 10 reviews
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Synergist Pricing

Starting from
£19,00/month
Pricing options
Free Trial
Subscription
Value for money

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

Value for Money
4.3/5
Based on 10 reviews
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Synergist Features

  • Project Planning
  • Project Time Tracking
  • Projections
  • Task Tracking
  • Timesheets

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Drag & Drop Interface
  • Gantt Charts
  • Prioritizing
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Task Management
  • Third Party Integration
Features
4.2/5
Based on 10 reviews
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Additional information for Synergist

Key features of Synergist

  • Accounting
  • Actual Costing by Job
  • Budget Management
  • CRM
  • Collaboration
  • Consultants
  • Creative / Ad Agencies
  • Deliverables Management
  • Email Integration
  • Engineering / Architect Firms
  • File Sharing
  • IT Solution / Service Firms
  • Overrun Reporting
  • Personnel Planning
  • Production Cost Tracking
  • Project Financials
  • Project Planning
  • Proofing Tools
  • Quotes / Estimates
  • Scheduling
  • Skill Pool Management
  • Standard Costs
  • Supports Agile
  • Supports Kanban
  • Supports Scrum
  • Supports Waterfall
  • Time Tracking
  • Time Tracking
  • Timesheets
  • WIP Schedule

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.

Synergist FAQs

Below are some frequently asked questions for Synergist.

Q. What type of pricing plans does Synergist offer?

Synergist offers the following pricing plans:

Starting from: £19,00/month

Pricing model: Subscription

Free Trial: Not Available

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

Q. What are the main features of Synergist?

Synergist offers the following features:

  • Accounting
  • Actual Costing by Job
  • Budget Management
  • CRM
  • Collaboration
  • Consultants
  • Creative / Ad Agencies
  • Deliverables Management
  • Email Integration
  • Engineering / Architect Firms
  • File Sharing
  • IT Solution / Service Firms
  • Overrun Reporting
  • Personnel Planning
  • Production Cost Tracking
  • Project Financials
  • Project Planning
  • Proofing Tools
  • Quotes / Estimates
  • Scheduling
  • Skill Pool Management
  • Standard Costs
  • Supports Agile
  • Supports Kanban
  • Supports Scrum
  • Supports Waterfall
  • Time Tracking
  • Time Tracking
  • Timesheets
  • WIP Schedule

Q. Who are the typical users of Synergist?

Synergist has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Synergist support?

Synergist supports the following languages:

English

Q. What type of pricing plans does Synergist offer?

Synergist has the following pricing plans:

Subscription

Q. Does Synergist support mobile devices?

Synergist supports the following devices:

Android, iPhone, iPad

Q. What other apps does Synergist integrate with?

Synergist integrates with the following applications:

ACCOUNTS, Epicor Financial Management, KashFlow, MYOB Essentials, Microsoft Dynamics CRM, Microsoft Dynamics GP, Premise, QuickBooks, Sage 50cloud, Xero

Q. What level of support does Synergist offer?

Synergist offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support