About Synergist











Synergist pricing
Synergist does not have a free version and does not offer a free trial. Synergist paid version starts at £300.00/month.
Alternatives to Synergist
Synergist Reviews
Feature rating
All Synergist Reviews

- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Synergist review
Excellent really. Best system I've used so far.
Pros
How intuative it is, the ease of use, the UI and UX, the reporting/data analytics.
Cons
The resource booking calendar is buggy. The pop up box that comes up when hovering over it is too sensitive and gets in the way of actually booking
Alternatives Considered
StreamtimeReasons for Choosing Synergist
We were not getting enough out of it and it was not giving us what we needed reporting wiseSwitched From
WorkflowMaxReasons for Switching to Synergist
It ticked 93% of what we needed in a comparison we did- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
An excellent scaleable agency management solution
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.
Pros
Synergist is a joined-up agency software solution at the heart of agency ops/management. Built into the system, it can cover all facets of agency operations from initial client/supplier set-up, estimating, quoting, work planning, timesheets, invoicing, POs, reporting and third-party accounts platform integration. It also has a good level of customisation to suit how different agencies cost and manage projects from simpler single-phase projects to more granular phases with sub-stages.
Cons
The CRM functionality could work harder and there are a few UX features that would be great to have like creating billing plans from an estimate but with future updates rolled out over the year, additional and updated functionality is never far away.
Alternatives Considered
ScoroReasons for Choosing Synergist
TrafficLive was being closed down but we were looking to move anyway as the platform was hard to use and not intuitive.Switched From
TrafficLIVEReasons for Switching to Synergist
The breadth of features, scalability, ease of use and value for money.Response from Synergist Express
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.
- Industry: Graphic Design
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
We love Synergist!
Love it, and couldn't do my job without it!
Pros
Easy to use, looks good, easy to pick up new features, does everything you need it to, and it's customisable for different people's needs.
Cons
Just the small random glitches/UX issues it's got really since the update - nothing major!
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Could be done so much better
Would not recommend, other tools such as Workfront would be better to use!
Pros
I like the fact that it's a multi purpose tool. It allows you to add projects, complete timesheets and raise invoices in one area.
Cons
The UX is awful. Navigation, use of features and elements and the overall slowness of the tool are things to name a few. There are too many sub-navigations on sub-navigations making moving around the tool awfully hard.
Response from Synergist Express
Thanks for taking the time to leave a review and for your positive comments regarding the comprehensive functionality Synergist provides. I'm sorry to hear of your frustrations regarding the UX. The usability of Synergist is affected by the configuration decisions made during each customers system implementation. We would love to have to opportunity to review the configuration of your system with you to see how we can improve this for you. If this is of interest please contact us at [email protected] or +44 1625 572690 and ask for Nick Lane and I look forward to improving this for you.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Synergist is fantastic
The system has a very easy to navigate UX and UI so it doesn't take a long time to train people and the system is generally easy to use. We have been using it since 2019 and are still struggling to find anything that it cannot do! The support team are always on hand to help with any technical questions or more strategic advice on how to use the system in the best way.
Pros
Very detailed and intricate system that captures a lot of information by offering different functionalities and most importantly, all data that is logged can be reported on.
Cons
It takes a while to utilise the various functionalities and you need to invest time to integrate them into your processes as the system has so much to offer. But once everything starts to be used fully, the system becomes an invaluable part of the business.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Excellent all round platform for agency management
Having used the platform for more than 10 years, and recently upgraded our use of it, we have had a very positive experience both from a tech point of view as well as the excellent support from onboarding to ongoing help.
Pros
Synergist offers a complete platform for managing our agency, from finances to projects, all interlinked and integrated. 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.
Cons
The user interface could do with an update but I believe that is on the cards.
Reasons for Switching to Synergist
Had used Synergist for many years and made comparisons against these new platforms. They could not offer everything that Synergist did and would require a complete change in the way the agency worked to have implementedResponse from Synergist Express
Thanks for taking the time to leave a review Liam. It's fantastic to hear you've been using Synergist for over 10 years and that it works so well for your agency's needs.
Our client's success is our number one priority, so we love hearing about the positive experience you've received from our onboarding and support teams. We'll let them know!
Re the interface, our development team have been working hard over the past year and we're in the process of rolling out a brand-new interface design. You'll find Synergist a much lighter and brighter, with a fresh, clean look that offers a more user-friendly experience. And, this is just the beginning. We have lots of great updates planned to make your experience even better.
Thanks again for your feedback! We can’t wait for you to enjoy the new interface and features!
- Industry: Pharmaceuticals
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Key tool for our agency
Really good , especially the customer support provided by Agency Works who help us get the best from the system.
Pros
It is an end to end system from CRM, project and time management / tracking through to billing. Keeps everything in one place.
Cons
Scheduling feature doesn't quite suit our work flow and granularity of projects but this hasn't really negatively impacted our overall use of the system
Response from Synergist Express
Sarah, thanks for your positive review of both Synergist and the customer service provided by Agency Works. It's always good to hear Synergist is fulfilling its key role as an end to end agency management solution. We'll take a look at the issue of the granularity of your work vs the functionality of our work scheduling tools, and see if we can enhance our offering in this area going forwards. We'll be in touch if we require further information and look forward to supporting your ongoing success.
- Industry: Public Relations & Communications
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Easy to adopt and easy to use
Agency Works which distributes Synergist within the UK were amazing in the adoption of the system in the company and have been excellent partners going forward to make sure we get the most out of the product. We have been using Synergist for the last 6 years and not once considered looking elsewhere.
Pros
Ease of use and adoption within the business. It can be as simple or as complicated as you want. Integrates with most popular accounting packages.
Cons
Scraping the bottom of the barrel for this as I don't have anything I dislike so going to plump with the look and feel is a bit outdated BUT they are refreshing this at the end of 2024 so quite a mute point.
Response from Synergist Express
Donald, thanks for your review. Great to hear you've been using Synergist for 6 years and you're benefiting from the ongoing support! As you say, Synergist can be as simple or complicated as you want - it comes with hundreds of features and options, so you can shape it to the way you need it and adapt it as you grow. The team at Agency Works are super knowledgeable in agency management, so they really know how to help you get the most out of our Synergist. An excellent partnership working together to create something better.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Excellent Agency Management System
Very positive - I have used it in 2 agencies now and i think compared to other tools it is very well developed.
Pros
Synergist is made for marketing agencies and the development team have listened and incorporated alot of features that agencies need which other general workflow/ project management systems might not consider. It provides accurate data and insight, allows very good management and financial control of projects and allows you to manage and agency workflow by integrating into the agency processes well.
Cons
the CRM needs some development to help new business categorisation
Response from Synergist Express
Many thanks for posting a review of Synergist Andrea. We're pleased to hear that it's such a good fit for the needs of both the agencies. It's also great to read how Synergist is delivering the core visibility and control needed to ensure these agencies thrive. I can see our support team are already in communication with you to find the most appropriate solution to the new business categorisation topic. Thanks for passing on this feedback and we look forward to continuing to support you as a Synergist user.
- Industry: Marketing & Advertising
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
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Review Source
Indicia Worldwide review
Pros
The end-to-end visibility of data/performance metrics across all projects
Cons
Customisation options of dashboards for particular teams
Reasons for Switching to Synergist
Synergist provided the most detailed and reliable project finances to support all estimating, quoting, forecasting & billing, alongside the project management of jobs to monitor their health- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Synergist
A work in progress (mainly as we wasn't sure what we needed it to do, very trial and error in the beginning). We had a lot of support and had bespoke training provided.
Pros
A central point of truth - opportunities becoming projects etc. Good for billing and timesheets. Charge codes by departments/team members in particular we have found useful.
Cons
It took a while for us to work out what suited us best, and we had to do quite a bit of work to get the system to do what we needed it to. We did have a lot of support provided. Prep work and having a good understanding of what you want the system to do is important.
Response from Synergist Express
Thanks for your review and feedback, Julie. We're pleased to hear Synergist is improving your agency's project and financial visibility.
We know Synergist can be a little complex to understand at first due to its breadth of features and options. However, it means it can be configured to work exactly the way your agency wants and provide you with more advanced functionality as you grow. Our expert, super-friendly people are on hand whenever you need them, so please don't hesitate to reach out if you need further support. Thanks again
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great agency project management tool
Pros
Synergist has a lot of very useful features to help support the running of a busy agency and its projects all of the way through their lifecycle. It sits at the heart of our agency, is used daily across the business, and has allowed us to make many data-driven decisions over the past five years. Our core use for Synergist is:
- tracking opportunities,
- building quotes,
- monitoring billing plans,
- resource scheduling,
- time recording,
- invoicing,
- utilisation reporting
Synergist is bigger than this though as it has many other features.
Cons
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 admin-side of agency life is a balancing act between efficiently staying on top of admin versus focusing on clients and their projects.
Alternatives Considered
TrafficLIVEResponse from Synergist Express
Thanks for detailing the role Synergist plays in the running of your agency Stuart. We take onboard your comments about the breadth of Synergist's functionality and the feeling of not using all you could of it. No single customer uses all the features available. Some are designed to support particular ways of working that may not be required by yourselves at present. They are there if you need them in future though. The Agency Works team are always happy to do a review of your usage and requirements and recommend other features that are available to you that could add further value to your agency. It's great to hear how Synergist's enabled you to make solid, data-driven decisions over the last 5 years and we look forward to supporting your continued success.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Very Powerful Management Tool
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.
Pros
Once you get used to Synergist it is an extremely versatile and powerful management tool.
Cons
There are multiple options in how to use the system and configure it. It is not the simplest software to configure. I would recommend having a very clear vision of how you want the system to work before implemetation.
Response from Synergist Express
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.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Fantastic Agency Management Software
I really like the system, having used other agency systems and had other systems demonstrated. Great system with a great support helpdesk.
Pros
Great all in one agency management software. Good resource planning to help with efficient planning across the agency. The system enables you to look at client profitability at a job level and client level during and when the job has been completed. Manages with accrued and deferred income, we found that many systems state that they can manage and report on deferred and accrued income but very few systems can. A big plus of synergist is not only the deep dive on implementation but also the ongoing support from the helpdesk.
Cons
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.
Response from Synergist Express
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.
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Agency PM software without the limitations found in many of its competitors
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!
Pros
The depth of its functionality was not found in many other PM software when carrying out my research. Plenty of options for setting up projects, retainers, rate cards, roles, departments, etc. Its ease of use for non-financial agency staff, client services and PMs made for much happier teams compared to previously used PM software. There are lots of great options available for analysing project performance - and the variety of reports and data extraction options massively helped with timely management reporting.
Cons
The data viewer option for creating bespoke reports took some time to get my head around.
Reasons for Switching to Synergist
Mostly due to functionality requirements. Synergist was the best fit for the agency based on what we needed it to do. Customer support from Agency Works (Synergist's implementation and support partner) was also a factor.Response from Synergist Express
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.
- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
All run brilliant system!
Pros
All round, all in one brilliant project management system! We've used it for years now and it continues to help support our business grow.
Cons
The UI, but they are working on that. We're looking forward to the impending upgrade.
Response from Synergist Express
Nat, thanks for the brilliant review! Our mission is to deliver the best possible software to help our clients thrive, so we're super pleased to hear that Synergist continues to support your business growth.
The new interface design will make Synergist a much lighter and brighter place to be and offer a more user-friendly experience. We hope you love it!
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
A great Agency management tool
One of the best Agency management tools you can buy. Great customer service, tech support it very fast and helpful.
Pros
It covers all areas of Agency management from onboarding new prospects, planning & build tasks and hours, traffic management, through to revenue recognition.
Cons
attaching briefs to jobs isn't as easy as it could be.
Response from Synergist Express
Many thanks Andy for taking the time to leave your review of Synergist. It's great to hear how you're gaining such extensive benefit across the whole of the agency. I'll pass on your feedback regarding job briefs and your kind words regarding the service you receive from our fantastic support team.
- Industry: Public Relations & Communications
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
I couldn't do my job without it
Great. It gives me to the tools I need to keep on top of my both my clients and the whole company's clients.
Pros
I can see at a glance what our billing plans are across the company for the coming months.
Cons
It takes a little bit of time to get used to at the start.
There are a lot of filters on the reporting, which can make it tricky to run basic reports.
Response from Synergist Express
James, thanks for making the time to review your experience with Synergist. Great to hear it's delivering the visibility and control you need to manage not just your accounts, but all clients across the agency. We look forward to continuing to support your ongoing success.
- Industry: Public Relations & Communications
- Company size: 11–50 Employees
- Used Monthly for 1+ year
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Review Source
Finn Synergist implementation with Agency Works
Definitely requires some investment in time, money and effort, but if done properly, will pay back with interest.
Pros
I like the fact that it is a fully comprehensive operational management solution. It offers a fully integrated approach from quoting and estimating, to resource scheduling, to project and operational management and reporting i.e. all in one place and all consistent.
Cons
Because it is such a comprehensive solution with lots of functionality and options, it can be a little complex to get your head around at first. However, with some pre-planning and help from experts like Agency Works, processes can get embedded pretty quickly.
Response from Synergist Express
Matthew, thanks for the review. Great to hear it's paying your agency back with interest! As you point out, Synergist can be a little complex to get your head around initially due to its breadth of features and options. But it's designed to be highly flexible so it can be configured to work exactly the way your agency wants and provide you with more advanced functionality as you grow. Agency Works and our support team are on hand for ongoing support, so please don't hesitate to reach out if you need anything. Thanks again!
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Transforming the way we do business!
Excellent, we are really pleased we implemented this system into the agency.
Pros
An all in one solution- and now the backbone to our agency! We do not know what we would do without it, or how we ever managed,
Cons
Its does take a while to really understand the set up and just what it can do. The management information you can get out of it is robust and extensive. We provably still dont know the half of what we can do....
Response from Synergist Express
Thanks for taking the time to review your experience with Synergist Joanne. Its always a lovely boost for us to hear the transformative effect Synergist has had on an agency. I'll pass this on to the wider team. The regular Synergist webinars run by The Agency Works will help in accessing further benefits that Synergist can deliver to your agency. Please don't hesitate to contact us if you have specific product feedback or have any questions.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Couldn't run our agency without it
Pros
Insight on job profitability and visibility of productivity by project type too
Cons
Time to value requires input from the team but this would be the same with any implementation
Response from Synergist Express
Thanks for the glowing Synergist review Kirsty. I'm pleased to hear how the commitment from your team to the initial implementation has ensured such a valued overall solution. We look forward to many more years of supporting your continued success.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Synergist for IT Professional Services Consultancy
Synergist got us off spreadsheets and onto a fully enterprise platform. Month on month is continues to surprise us with what else it can do and how else it can help our business. Invoicing for example used to take us a couple of days and these are now done in moments at month end as Synergist builds them for us based on the timesheets. 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!
Pros
The features provide everything we need to run our business and move away from Excel. It's intuitive and very easy to learn and requires very little maintenance overhead. An absolute game changer for us!
Cons
We work in professional days but Synergist is largely an hours based system. It still works for us but we just have a couple of calculation we need to do on certain screens where we can't see day rate, day cost etc.
Response from Synergist Express
Darryl, it's great to see you have achieved your aims of moving Spike away from spreadsheets to a future-proof business management system. Whilst the majority of our customers do work in hours, we do support day based working. I'll pass on your comment to development to see where we can further enhance the display options eliminate the need for any calculations. Your kind words regarding the support team are very much valued and I'll make sure they reach them.
- Industry: Environmental Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Synergist Review
Pros
The product is great for managing multiple clients and projects. It is simple to use and the training videos/information have been a great asset. We mainly utilise the functionality for quickly pricing new jobs and phases, invoicing and allocating work loads. Integration with the Xero accounting software is also great and saves time.
Cons
Some of the error messaging isn't always clear on how the problem can be resolved. It may be useful to hyperlink to a more detailed explanation.

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
The only package that does everything well
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.
Pros
For us, the quoting side of the system is fantastic. It's super configurable and allows granular customisation across products, services and mark-ups. 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.
Cons
There is a fairly steep learning curve. It's not immediately the easiest software to get in to, but it is worth the investment.
Response from Synergist Express
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.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
10 yrs in and going strong
Positive, helps run the business
Pros
The software is great for running jobs, which is vital to ensure we deliver to budget. The integration initially (10 yrs ago) was difficult, mainly due to us having to ‘know’ our processes, before we could integrate Synergist.
Cons
The fact Synergist is database driven; means you can cut the data in so many different ways. Although this can be beneficial it can sometimes be confusing.