# Synergist Software Reviews, Demo & Pricing - 2026

> Review of Synergist Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

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Synergist

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Overview

[Reviews](https://www.softwareadvice.com/environmental/synergist-profile/reviews/)[Alternatives](https://www.softwareadvice.com/environmental/synergist-profile/alternatives/)

# Synergist 2026: Benefits, Features & Pricing

Wondering if Synergist is right for your organization?

Our Job Costing Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Synergist

4.7

[(41)](https://www.softwareadvice.com/environmental/synergist-profile/reviews/)

Pricing

Starting at £13.00 per month

### About Synergist

Synergist is an all-in-one agency management software that helps agencies find efficiencies, improve profit margins and grow intelligently. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.

Trusted by the UK's top-performing agencies and consultancies. Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can set up to the way your agency works.

Wondering if Synergist is right for your organization?

Our Job Costing Software selection experts can help you in 15 minutes or less.

## Synergist User Interface

## Popular Synergist Alternatives

Main Product

Synergist

4.7

[(41)](https://www.softwareadvice.com/environmental/synergist-profile/reviews/)

Ratings Breakdown

-   4.20Ease of use
-   4.49Value for money
-   4.95Customer support
-   4.63Functionality

Pricing

Starting at £13.00 per month

Get Price

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4.6

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Ratings Breakdown

-   4.62Ease of use
-   4.40Value for money
-   4.59Customer support
-   4.35Functionality

Pricing

Starting at $39.00 per month

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4.3

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Ratings Breakdown

-   4.14Ease of use
-   3.84Value for money
-   4.04Customer support
-   4.19Functionality

Pricing

Available upon request

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Ratings Breakdown

-   4.25Ease of use
-   4.18Value for money
-   4.63Customer support
-   4.43Functionality

Pricing

Starting at $200.00 per month

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4.7

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Ratings Breakdown

-   4.56Ease of use
-   4.70Value for money
-   4.82Customer support
-   4.57Functionality

Pricing

Starting at $125.00 per month

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Ratings Breakdown

-   4.32Ease of use
-   4.45Value for money
-   4.77Customer support
-   4.36Functionality

Pricing

Starting at $475.00 per month

Get Price

## Synergist Pricing and Plans

Starting price: £13.00 per month

Free Trial

Free Version

Timesheet user

£13.00

per user, per month

No plan information available

Full users

£33.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Synergist Features

-   Popular features found in Job Costing
    
    Billing & Invoicing
    
    Budgeting/Forecasting
    
    Document Management
    
    Expense Tracking
    
    Job Management
    
    Overrun Reporting
    
    Project Billing
    
    Project Tracking
    
    Timesheet Management
    
-   More features of Synergist
    
    Access Controls/Permissions
    
    Accounting
    
    Accounting Integration
    
    Activity Dashboard
    
    Activity Tracking
    
    Agile Methodologies
    
    Alerts/Notifications
    
    API
    
    Approval Process Control
    
    Assignment Management
    
    Audit Trail
    
    Availability Management
    
    Bid Management
    
    Billable Items Tracking
    
    Bills of Material
    
    Budget Management
    
    Business Process Automation
    
    Calendar Management
    
    Capacity Management
    
    Change Order Management
    
    Client Management
    
    Collaboration Tools
    
    Commenting/Notes
    
    Cost Estimating
    
    Cost-to-Completion Tracking
    
    CRM
    
    Customizable Dashboard
    
    Customizable Fields
    
    Customizable Reports
    
    Customizable Templates
    
    Data Analysis Tools
    
    Data Import/Export
    
    Data Visualization
    
    Deadline Management
    
    Document Storage
    
    Drag & Drop
    
    Email Management
    
    Estimating
    
    File Management
    
    File Sharing
    
    Forecasting
    
    Forms Management
    
    Gantt/Timeline View
    
    Invoice Management
    
    Issue Management
    
    Issue Tracking
    
    Job Costing
    
    Job Scheduling
    
    Job Tracking
    
    Kanban Board
    
    Key Performance Indicators
    
    Labor Cost Reporting
    
    Milestone Tracking
    
    Mobile Access
    
    Mobile App
    
    Monitoring
    
    Multi-Location
    
    Multiple Projects
    
    Percent-Complete Tracking
    
    Performance Metrics
    
    Portfolio Management
    
    Prioritization
    
    Production Cost Tracking
    
    Production Management
    
    Productivity Analysis
    
    Progress Reports
    
    Progress Tracking
    
    Projections
    
    Project Management
    
    Project Planning
    
    Project Planning/Scheduling
    
    Project Templates
    
    Project Time Tracking
    
    Project Workflow
    
    Proposal Generation
    
    Purchase Order Management
    
    Quotes/Estimates
    
    Real-Time Data
    
    Real-Time Monitoring
    
    Real-Time Notifications
    
    Real-Time Reporting
    
    Real-Time Updates
    
    Recurring Tasks
    
    Reminders
    
    Remote Support
    
    Reporting/Analytics
    
    Reporting/Project Tracking
    
    Reporting & Statistics
    
    Resource Allocation & Planning
    
    Resource Management
    
    Resource Request
    
    Resource Scheduling
    
    Role-Based Permissions
    
    Scheduling
    
    Search/Filter
    
    Skills Tracking
    
    Status Tracking
    
    Tagging
    
    Task Management
    
    Task Progress Tracking
    
    Task Scheduling
    
    Template Management
    
    Third-Party Integrations
    
    Time Clock
    
    Time & Expense Tracking
    
    Time Tracking
    
    Traditional Methodologies
    
    User Management
    
    Utilization Reporting
    
    Workflow Configuration
    
    Workflow Management
    
    Work Order Management
    

## Synergist Integrations

Xero

Integration rated 4.9 from 10 reviews

QuickBooks Online Advanced

Integration rated undefined from -1 review

MYOB Business

Integration rated undefined from -1 review

Sage 50 Accounting

Integration rated undefined from -1 review

HubSpot CRM

Integration rated undefined from -1 review

Microsoft 365

Integration rated undefined from -1 review

See all 17 integrations

## Synergist User Reviews

Overall Rating

4.7

Ratings Breakdown

5

78%

4

17%

3

5%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.2

Value for money

4.5

Customer support

4.9

Functionality

4.6

Ryan W.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2022

The only package that does everything well

5

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.

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

5

Functionality

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.

Reasons 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

Read More

AM

Andy M.

Verified reviewer

Design

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2024

An excellent scaleable agency management solution

5

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.

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

5

Functionality

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.

Reasons for choosing Synergist

The breadth of features, scalability, ease of use and value for money.

Reasons for switching to Synergist

TrafficLive was being closed down but we were looking to move anyway as the platform was hard to use and not intuitive.

Vendor Response

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.

Replied November 2024

Read More

DS

Debra S.

Construction

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2017

Overall, pleased with the software as it is a 'whole approach in one place' .

3

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.

Ratings Breakdown

3

Ease of use

3

Value for money

4

Customer support

3

Functionality

Pros:

One 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 !

Cons:

Data 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

Read More

DS

Donald S.

Verified reviewer

Public Relations and Communications

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2024

Easy to adopt and easy to use

5

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.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

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.

Reasons for switching to Synergist

Sage Job Costing was being discontinued. Harvest did not connect to our accounting package.

Vendor Response

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. 

Replied November 2024

Read More

LB

Liam B.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

Excellent all round platform for agency management

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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 choosing 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 implemented

Vendor Response

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!

Replied November 2024

Read More

SC

Sarah C.

Verified reviewer

Pharmaceuticals

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

Key tool for our agency

4

Really good , especially the customer support provided by Agency Works who help us get the best from the system.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

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

Reasons for switching to Synergist

Did not provide an end to end solution. We needed better finance management.

Vendor Response

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.

Replied July 2024

Read More

AA

Andrea A.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2024

Excellent Agency Management System

5

Very positive - I have used it in 2 agencies now and i think compared to other tools it is very well developed.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

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

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

Read More

PM

Pete M.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed March 2024

Agency PM software without the limitations found in many of its competitors

5

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!

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

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 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

Read More

Phil R.

Verified reviewer

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2017

Synergist is great for time based businesses where you need to track and manage your teams

5

Productivity, reporting, profitability, better management of people and time.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

It has enabled my agency to understand the hours spent on client work, helped manage utilisation and productivity of the agency. It has helped agency profitability. It has helped us manage over servicing and most importantly where our team are being overworked or working too many hours.

Cons:

Nothing really in the cons - other than some people might find it labour intensive on top of the client work they are doing.

Read More

VR

Verified

Reviewer

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2017

Great product with fantastic suppport

4

Improvements in agency reporting leading to better and more profitable customer relationships.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Reporting and analysis of projects and clients is second to none. We have improved client and agency profitability and process by a significant margin using Synergist.

Cons:

UI could be better, but does not distract greatly from solutions overall performance. I believe a new version out soon should provide a better experience.

Read More

Showing 1 - 10 of 41 Reviews

[See All Reviews](https://www.softwareadvice.com/environmental/synergist-profile/reviews/)

## Synergist Popular Comparisons

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