Synergist review

Synergist is a long-standing UK system for agencies and consultancies, used by more than 500 firms and 15,000 users according to the vendor. Core includes CRM and pipeline management, rate cards, estimating, quoting and profitability forecasts, project, retainer and task management, capacity planning and utilization, purchase and expense management, budget vs actuals at job and client level, billing plans, invoicing and revenue forecasting, multi-currency, approval workflows and accounting software integration. Pricing separates full users from cheaper timesheet users, which keeps costs down for teams where many people only log time. Advanced adds revenue recognition, multi-job quoting, tender management, automatic purchase invoice processing, open API access and SynergistAI. Enterprise is for agency groups that need multiple trading companies. Prices are listed in GBP with a 5 full user minimum, so we mark the USD price as pending. Depth is high, but setup is heavier than self-serve tools.

Who it is for

UK and international agencies of 20 to 200+ people that want deep job costing and cheaper timesheet-only seats.

Price

See vendor pricing (USD check pending); prices shown in GBP, from 5 full users.

US price check pending. See the vendor pricing page.

Key features

• CRM, pipeline management, rate cards, estimating and quoting
• Project, retainer and task management
• Capacity planning, scheduling and utilization
• Budget vs actuals at job and client level
• Billing plans, invoicing and revenue forecasting with multi-currency

Strengths and weaknesses

• Strength: Lower-priced timesheet seats for staff who only log time
• Strength: Unlimited custom fields and approval workflows on Core
• Strength: Enterprise plan handles multiple trading companies
• Weakness: Pricing shown in GBP, not USD
• Weakness: Minimum of 5 full users
• Weakness: Revenue recognition and open API need Advanced

Key facts

• Plans: Core, Advanced and Enterprise
• Seat types: Full users and timesheet users
• Customer base: 500+ agencies and consultancies, 15,000+ users
• AI: AI Timesheets, AI Expenses and MCP on Advanced

Where it ranks

Synergist is No. 7 in our Best Agency Management Software verdict.