Synergist

All-in-one agency management software
Actions for software buyers:
Shortlist
Add to your shortlist
Shortlist
Log in to add to your shortlist
Compare
Compare products
Compare
Log in to compare products
Visit website
Visit Synergist's website
Visit website
Visit Synergist's website
Actions for sellers:
Improve your listingΒ πŸ›ˆ
Is this your product? Then upgrade to include more features and improve your listing visibility

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

Screenshots of Synergist

We don't seem to have any screenshots to show you for this product. Please contact the vendor and ask them to upload some.

Visit Synergist's features page

Capabilities and features of Synergist

Our software experts have identified these features of the system:

Unknown

Calculate accounting revenue

Unknown

Calculate amounts to bill customers

Unknown

Collaborate with users

Unknown

Estimate service pricing

Unknown

Invoice customers

Unknown

Manage contacts

Unknown

Manage employee expenses

Unknown

Manage project portfolios

Unknown

Manage projects

Unknown

Manage relationships

Unknown

Manage sales

Unknown

Manage tasks

Unknown

Manage time off

Unknown

Notify users

Unknown

Purchase goods and services

Unknown

Quote customers

Unknown

Schedule workers

Unknown

Track employee time

Unknown

Integrate with other tools

Unknown
Guided selling πŸ›ˆ
Guided selling
Unknown
Cross selling πŸ›ˆ
Cross selling
Unknown
Record of customer interactions πŸ›ˆ
Record of customer interactions
Unknown
Online customer access πŸ›ˆ
Online customer access
Unknown
Up selling πŸ›ˆ
Up selling
Unknown
Project Gantt charts πŸ›ˆ
Gantt chart showing tasks within a project
Unknown
Branded invoices πŸ›ˆ
Partially customisable invoices
Unknown
Built-in integration(s) with other apps πŸ›ˆ
Connect to apps
Unknown
Timesheets πŸ›ˆ
Timesheets
Unknown
Branded quotes πŸ›ˆ
Branded quotes
Unknown
Contact database πŸ›ˆ
Database of contacts
Unknown
Record of interactions πŸ›ˆ
Log calls, meetings, and other interactions with contacts
Unknown
Email integration πŸ›ˆ
Automated syncing emails to contacts
Unknown
In-app notifications πŸ›ˆ
In-app notifications
Unknown
Sales Kanban board πŸ›ˆ
Sales Kanban board
Unknown
Comments πŸ›ˆ
Comments
Unknown
Task Kanban board πŸ›ˆ
Task Kanban board
Unknown
Schedule worker by calendar πŸ›ˆ
Resource calendar views
Unknown
Project budgets πŸ›ˆ
Project budgets
Unknown
Revenue by completion rate πŸ›ˆ
Revenue by completion rate
Unknown
Bill for time πŸ›ˆ
Bill for time spent
Unknown
Time off calendar πŸ›ˆ
Time off calendar
Unknown
Expense approvals πŸ›ˆ
Expense approvals
Unknown
Purchase orders πŸ›ˆ
Purchase orders
Unknown
Estimate effort in hours πŸ›ˆ
Estimate effort in hours
Unknown
Quote approval πŸ›ˆ
Approve quotes before they are sent to customers
Unknown
Capture photos of task πŸ›ˆ
Take pictures to attach to the task (Images)
Unknown
Task approval πŸ›ˆ
Mark that completion of a task has been approved
Unknown
Customer signatures πŸ›ˆ
Require a signature to mark a job as complete
Unknown
Task reminders πŸ›ˆ
Get reminders of task due dates
Unknown
Task instructions πŸ›ˆ
Include detailed instructions within the system
Unknown
Custom invoices πŸ›ˆ
Fully customisable invoices
Unknown
Webhooks πŸ›ˆ
Webhooks
Unknown
Custom quotes πŸ›ˆ
Custom quotes
Unknown
Receipt scanning πŸ›ˆ
Receipt scanning
Unknown
Contact categories πŸ›ˆ
Categorisation of contacts
Unknown
Push notifications πŸ›ˆ
Push notifications
Unknown
Chat feed πŸ›ˆ
Realtime chat feed
Unknown
Project requests πŸ›ˆ
Project requests
Unknown
Project labour costs πŸ›ˆ
Project labour costs
Unknown
Worker skills πŸ›ˆ
Resource by skills
Unknown
Revenue across time period πŸ›ˆ
Spread revenue across accounting periods
Unknown
Bill for fixed fees πŸ›ˆ
Bill for fixed fees
Unknown
Timesheet reminders πŸ›ˆ
Timesheet reminders
Unknown
BCC email log πŸ›ˆ
Add emails BCC'd to the product
Unknown
Public holidays πŸ›ˆ
Public holidays
Unknown
Task statuses πŸ›ˆ
Move your tasks through different statuses
Unknown
Estimate effort in days πŸ›ˆ
Estimate effort in days
Unknown
Sales forecasting πŸ›ˆ
Sales forecasting
Unknown
Word templates πŸ›ˆ
Microsoft Word templates
Unknown
Custom proposals πŸ›ˆ
Custom proposals
Unknown
Payment cards πŸ›ˆ
Payment cards
Unknown
Sales probability weighting πŸ›ˆ
Confidence weighting
Unknown
@Mentions πŸ›ˆ
@Mentions
Unknown
Desktop notifications πŸ›ˆ
Desktop notifications
Unknown
Project approval πŸ›ˆ
Project approval
Unknown
Open API πŸ›ˆ
Open API
Unknown
Timesheet approval πŸ›ˆ
Timesheet approval
Unknown
Subscription billing πŸ›ˆ
Subscription billing
Unknown
Project labour cost by person πŸ›ˆ
Project labour cost by person
Unknown
Engagement letters πŸ›ˆ
Engagement letters
Unknown
Project templates πŸ›ˆ
Project templates
Unknown
Timesheet locking πŸ›ˆ
Timesheet locking
Unknown
Project labour cost by role πŸ›ˆ
Project labour cost by role
Unknown
Worker availability πŸ›ˆ
Resource availability
Unknown
Timer πŸ›ˆ
Start and stop a timer to track work time
Unknown
Bill by stage πŸ›ˆ
Bill by stage
Unknown
Portfolio Gantt chart πŸ›ˆ
Gantt chart showing projects within a portfolio
Unknown
Project expenses πŸ›ˆ
Track employee expenses against projects
Unknown
Estimate elapsed time πŸ›ˆ
Estimate time taken to deliver separate from effort
Unknown
Project material costs πŸ›ˆ
Project material costs
Unknown
Worker utilisation πŸ›ˆ
Resource utilisation
Unknown
Automatic time tracking πŸ›ˆ
Track what you do on your computer
Unknown
Bill by completion rate πŸ›ˆ
Bill by completion rate
Unknown
Cross-project dependencies πŸ›ˆ
Dependencies between projects
Unknown
Estimate expenses πŸ›ˆ
Estimate external costs as well as the cost of time
Unknown
Project contractor costs πŸ›ˆ
Project contractor costs
Unknown
Email notifications πŸ›ˆ
Email notifications
Unknown
Billing rates per person πŸ›ˆ
Different billing rates per person
Unknown
Sales renewal reminders πŸ›ˆ
Renewal reminders
Unknown
Project revenue πŸ›ˆ
Record revenue against projects
Unknown
Purchase tendering πŸ›ˆ
Purchase tendering
Unknown
Schedule by role πŸ›ˆ
Schedule by role
Unknown
Pipeline projects πŸ›ˆ
Pipeline projects
Unknown
Task time estimates πŸ›ˆ
Task time estimates
Unknown
Time off requests πŸ›ˆ
Time off requests
Unknown
Bulk invoicing πŸ›ˆ
Create batches of invoices
Unknown
Interactive pricing πŸ›ˆ
Interactive pricing
Unknown
Rate cards πŸ›ˆ
Apply customer price lists
Unknown
SMS notifications πŸ›ˆ
Text message notifications
Unknown
Billing rates per role πŸ›ˆ
Different billing rates per role
Unknown
Task duration πŸ›ˆ
Task duration
Unknown
Recurring invoices πŸ›ˆ
Recurring invoices
Unknown
Project probabilities πŸ›ˆ
Probability of a project proceeding
Unknown
Track time against clients πŸ›ˆ
Track time against clients
Unknown
Time off approvals πŸ›ˆ
Time off approvals
Unknown
Worker requests πŸ›ˆ
Submit requests to staff projects
Unknown
Project profitability πŸ›ˆ
Project profitability
Unknown
Multiple versions πŸ›ˆ
Multiple versions
Unknown
Multi-dimensional pricing calculations πŸ›ˆ
Calculate prices based on more than just quantity
Visit Synergist's integrations page

Synergist integrations

Accounting

Unknown
Citrix ShareFile πŸ›ˆ
Access files from Citrix ShareFile
Unknown
Egnyte πŸ›ˆ
Access files from Egnyte
Unknown
Unito πŸ›ˆ
Integrates with Unito
Unknown
Microsoft Power Automate πŸ›ˆ
Integrates with Microsoft Power Automate
Unknown
Magento πŸ›ˆ
Integrates with Magento
Unknown
Ebay πŸ›ˆ
Integrates with Ebay
Unknown
Amazon πŸ›ˆ
Integrates with Amazon
Unknown
Squarespace πŸ›ˆ
Integrates with Squarespace
Unknown
WooCommerce πŸ›ˆ
Intergrates with WooCommerce
Unknown
BigCommerce πŸ›ˆ
Integrates with BigCommerce
Unknown
GoCardless πŸ›ˆ
Integrates with GoCardless
Unknown
PayPal πŸ›ˆ
Integrates with PayPal
Unknown
Stripe πŸ›ˆ
Integrates with Stripe
Unknown
Shopify πŸ›ˆ
Integrates with Shopify
Unknown
Pabbly Connect πŸ›ˆ
Integrate with Pabbly Connect
Unknown
Microsoft Active Directory πŸ›ˆ
Log in with Microsoft Active Directory
Unknown
Tableau πŸ›ˆ
Integrates with Tableau
Unknown
Microsoft SharePoint πŸ›ˆ
Access files from SharePoint
Unknown
Microsoft OneDrive πŸ›ˆ
Access files from OneDrive
Unknown
Box πŸ›ˆ
Access files from Box.com
Unknown
Dropbox πŸ›ˆ
Access files from Dropbox
Unknown
Google Drive πŸ›ˆ
Access files from Google Drive
Unknown
Azure Single Sign-On (SSO) πŸ›ˆ
Log in with Azure Active Directory
Unknown
Power BI πŸ›ˆ
Integrates with Microsoft Power BI
Unknown
Apiant πŸ›ˆ
Integrates with Apiant
Unknown
Sage Payroll πŸ›ˆ
Integrates with Sage Payroll
Unknown
KashFlow Payroll πŸ›ˆ
Integrates with KashFlow
Unknown
FreeAgent Payroll πŸ›ˆ
Integrates with FreeAgent Payroll
Unknown
Xero Payroll πŸ›ˆ
Integrates with Xero Payroll
Unknown
Workato πŸ›ˆ
Integrates with Workato
Unknown
tray.io πŸ›ˆ
Integrates with tray.io
Unknown
Automate.io πŸ›ˆ
Integrates with Automate.io
Unknown
Make (formerly Integromat) πŸ›ˆ
Integrates with Make (formerly Integromat)
Unknown
Zapier πŸ›ˆ
Integrates with Zapier
Unknown
Microsoft πŸ›ˆ
Log in with Microsoft
Unknown
Google πŸ›ˆ
Log in with Google
Unknown
SAML SSO πŸ›ˆ
Single Sign On (SSO) using Security Assertion Markup Language (SAML)
Unknown
KashFlow πŸ›ˆ
Integrates with KashFlow
Unknown
FreeAgent πŸ›ˆ
Integrates with FreeAgent
Unknown
QuickBooks πŸ›ˆ
Integrates with QuickBooks online
Unknown
Xero πŸ›ˆ
Integrates with Xero
Visit Synergist's pricing page

Synergist pricing overview

  • Foundation. Minimum Β£280 per month
  • Professional. Minimum Β£600 per month
  • Enterprise. Minimum Β£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.