Synergist
About Synergist
Synergist Pricing
Core System: £55/month - includes accounting system link Full User: £54/month - £33/month - includes access to all core features Timesheet User: £21/month - £13/month - includes time and expense tracking, access to work bookings & job / project information.
Starting price:
£13.00 per month
Free trial:
Not Available
Free version:
Not Available
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Most Helpful Reviews for Synergist
1 - 5 of 25 Reviews
Ryan
Verified reviewer
Marketing and Advertising, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
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.
PROSFor 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.
CONSThere is a fairly steep learning curve. It's not immediately the easiest software to get in to, but it is worth the investment.
Reason for choosing Synergist
Customisation options, very strong quoting and time tracking options.
Vendor Response
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.
Replied December 2022
Pete
Marketing and Advertising, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
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!
PROSThe 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.
CONSThe data viewer option for creating bespoke reports took some time to get my head around.
Reason for choosing 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.
Vendor Response
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.
Replied March 2024
Debra
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed September 2017
Overall, pleased with the software as it is a 'whole approach in one place' .
One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.
PROSOne central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !
CONSData Reviewer reporting isn't as simple as we would like it. We would like more things bespoking to our company. Calendar bookings if far too complicated for our needs.
Vendor Response
Thanks for taking the time to leave a review Debra. Great to hear you're pleased with the system and have benefited from the efficiencies of bringing all aspects of your projects into one central place. The Data Viewer has proved to be a very popular reporting tool and we receive many requests from customers looking for more advanced options within this to create more complex reports. To deliver a solution to the overwhelming majority of these enhancement requests, we've had to enhance the Data Viewer with additional options whilst maintaining the drag and drop style approach. I take on board your feedback on this and will pass this to the product development team. The same applies to the calendar bookings tool which has been developed to meet the needs of most project based businesses. If your calendaring needs are particularly simple then its functionality may exceed your current needs. Many Thanks - Nick Lane - Commercial Director
Replied October 2017
Andrea
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
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.
PROSSynergist 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.
CONSthe CRM needs some development to help new business categorisation
Reasons for switching to Synergist
they were rubbish - now dynamic enough for our needs
Vendor Response
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.
Replied February 2024
Adrian
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
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.
PROSOnce you get used to Synergist it is an extremely versatile and powerful management tool.
CONSThere 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.
Vendor Response
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.
Replied March 2024
