Audience
All-in-one agency management software for anyone
About Synergist
As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.
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Pricing
Starting Price:
$19 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Synergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Synergist Frequently Asked Questions
Q: What kinds of users and organization types does Synergist work with?
Synergist works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Synergist support in their product?
Synergist supports these languages: English.
Q: What kind of support options does Synergist offer?
Synergist offers support via phone support and online.
Q: What other applications or services does Synergist integrate with?
Synergist integrates with: MYOB, QuickBooks Online, Sage 50, and Xero.
Q: Does Synergist have a mobile app?
Yes, Synergist has a mobile app for iPhone, Android, and iPad.
Q: What type of training does Synergist provide?
Synergist provides training in the form of documentation, live online, webinars, and in person.
Q: Does Synergist offer a free trial?
Yes, Synergist offers a free trial.
Q: How much does Synergist cost?
Pricing for Synergist starts at $19 per user per month.
Synergist Product Features
Job Costing
Budgeting & Forecasting
Supported
Cost-to-Completion Tracking
Supported
Invoice Management
Supported
Overrun Reporting
Supported
Percent-Complete Tracking
Supported
Production Cost Tracking
Supported
Purchase Order Management
Supported
Quotes / Estimates
Supported
Time Tracking
Supported
Work Order Management
Supported
Bills of Material
Not Supported
Change Orders
Not Supported
Professional Services Automation
Billing & Invoicing
Supported
CRM
Supported
Client Portal
Supported
Collaboration Tools
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Project Management
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
