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Professional services automation (PSA)
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Synergist

Synergist

All-in-one agency management software
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From the vendor's website

Move away from the traditional environment of busy chaos towards a calmer, more strategic approach that catapults you into high-performance, high-profitability mode.

Our review of Synergist

Product highlights

Screenshots of Synergist

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Visit Synergist's features page

Capabilities and features of Synergist

Our software experts have identified these features of the system:

Advertised feature

Manage contacts

Advertised feature
Contact database 🛈
Database of contacts
Advertised feature

Manage relationships

Advertised feature
Record of interactions 🛈
Log calls, meetings, and other interactions with contacts
Advertised feature

Manage sales

Advertised feature
Sales probability weighting 🛈
Confidence weighting
Not a design feature, but can be achieved with a workaround
Sales renewal reminders 🛈
Renewal reminders
Advertised feature

Estimate service pricing

Advertised feature

Quote customers

Advertised feature
Branded quotes 
Advertised feature
Multi-currency quotes 🛈
Create quotes in multiple currencies
Advertised feature

Manage projects

Advertised feature
Project Gantt charts 🛈
Gantt chart showing tasks within a project
Advertised feature
Project budgets 
Advertised feature
Project labour costs 
Advertised feature
Project material costs 
Advertised feature
Project contractor costs 
Advertised feature
Project baselines 
Advertised feature
Project change management 🛈
Track changes to project scope and budgets
This feature is not present
Project risks and issues 🛈
A project-level risk log
This feature is not present
Project risks and issues 🛈
A project-level risk log
Advertised feature
Multi-currency projects 
Advertised feature

Manage project portfolios

Planned feature
Portfolio Gantt chart 🛈
Gantt chart showing projects within a portfolio
Planned feature
Cross-project dependencies 🛈
Dependencies between projects
Advertised feature

Manage tasks

Advertised feature
Task Kanban board 🛈
See task progress on a Kanban board
Advertised feature
Task dependencies 
Advertised feature

Schedule workers

Advertised feature
Schedule worker by calendar 🛈
Resource calendar views
Advertised feature
Worker skills 🛈
Resource by skills
Advertised feature
Worker availability 🛈
Resource availability
Advertised feature
Worker utilisation 🛈
Resource utilisation
Advertised feature
Worker capacity planning 🛈
Resource capacity planning
Advertised feature

Track employee time

Advertised feature
Timesheets 
Advertised feature
Track time against projects 
Advertised feature
Track time against tasks 
Advertised feature
Track time against sales cases 🛈
Track time spent on sales activities
Advertised feature

Manage time off

Advertised feature

Purchase goods and services

Advertised feature

Calculate amounts to bill customers

Advertised feature
Bill for time 🛈
Bill for time spent
Advertised feature
Bill by stage 
Advertised feature
Bill by completion rate 
Advertised feature
Edit billable time 🛈
Separate time worked on the job from time billed for the job
Advertised feature
Multi-currency billing 
Advertised feature

Invoice customers

Advertised feature
Branded invoices 🛈
Partially customisable invoices
Advertised feature
Multi-currency invoices 
Advertised feature

Calculate accounting revenue

Not a design feature, but can be achieved with a workaround
Revenue by completion rate 
Advertised feature
Revenue across time period 🛈
Spread revenue across accounting periods
Advertised feature

Manage employee expenses

Advertised feature
Receipt scanning 
Advertised feature
Multi-currency expenses 
Advertised feature

Store documents

Advertised feature
Unlimited document storage 🛈
Unlimited document storage
Advertised feature

Build a user interface

Advertised feature
Mobile-friendly pages 🛈
Responsive pages useable on a mobile device
Advertised feature

Integrate with other tools

Advertised feature
Open API 
Advertised feature

Collaborate with users

Advertised feature
@Mentions 
Advertised feature

Notify users

Advertised feature
Email notifications 
Visit Synergist's integrations page

Synergist integrations

Accounting

Advertised feature
QuickBooks 🛈
Integrates with QuickBooks online
Advertised feature
Xero 🛈
Integrates with Xero
Visit Synergist's pricing page

Synergist pricing overview

Prices start at Minimum £300 per month. Prices last checked on 15th November 2022. Please see the vendor's website for the latest pricing.

Foundation

Minimum £300 per month

Professional

Minimum £650 per month

Enterprise

Minimum £1,600 per month

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.