1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Job Costing Software

/

Synergist

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

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
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Synergist
Synergist
4.7
(40)

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.

Synergist Screenshots

0
0
1
2
3
4

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

      Advisor Get Price CTA Image

      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

      QuickBooks Online Advanced
      QuickBooks Online Advanced
      MYOB Business
      MYOB Business
      Sage 50 Accounting
      Sage 50 Accounting
      Xero
      Xero
      HubSpot CRM
      HubSpot CRM
      Microsoft 365
      Microsoft 365

      See all 17 integrations

      Synergist User Reviews

      Overall Rating

      4.7

      Ratings Breakdown

      5

      78%

      4

      18%

      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's profile

      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
      icon
      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

      CB

      Chris B.

      Verified reviewer

      Marketing and Advertising

      501-1000 employees

      Used daily for less than 12 months

      Review source

      Reviewed January 2025

      Indicia Worldwide review

      5

      Ratings Breakdown

      5
      Ease of use
      4
      Value for money
      5
      Customer support
      5
      Functionality
      icon
      Pros:
      The end-to-end visibility of data/performance metrics across all projects
      Cons:
      Customisation options of dashboards for particular teams

      Reasons for choosing Synergist

      Synergist provided the most detailed and reliable project finances to support all estimating, quoting, forecasting & billing, alongside the project management of jobs to monitor their health

      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
      icon
      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

      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
      icon
      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

      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
      icon
      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

      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
      icon
      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

      LF

      Linda F.

      Verified reviewer

      Design

      11-50 employees

      Used daily for more than 2 years

      Review source

      Reviewed September 2025

      Great revenue management tool

      5

      Synergist has become more than just a project management system for us - it helps us to tie everything together for our delivery and financial performance. The Revenue Management tool, in particular, bridges the gap between project delivery and accounting with features that save time and reduce complexity.

      Ratings Breakdown

      5
      Ease of use
      5
      Value for money
      5
      Customer support
      5
      Functionality
      icon
      Pros:
      Our agency has been using Synergist as our project management and operations tool for years now, and it has proven to be invaluable in helping us manage not just our projects, but also our financial workflows - especially when it comes to accrued and deferred income through the Revenue Management functionality. The customer support is second to none too!
      Cons:
      Some issues we’ve encountered are related to user experience or scalability, rather than the functionality.

      Read More

      JW

      Julie W.

      Verified reviewer

      Computer Software

      11-50 employees

      Used daily for more than 2 years

      Review source

      Reviewed September 2024

      Synergist

      5

      A work in progress (mainly as we wasn't sure what we needed it to do, very trial and error in the beginning). We had a lot of support and had bespoke training provided.

      Ratings Breakdown

      4
      Ease of use
      4
      Value for money
      5
      Customer support
      4
      Functionality
      icon
      Pros:
      A central point of truth - opportunities becoming projects etc. Good for billing and timesheets. Charge codes by departments/team members in particular we have found useful.
      Cons:
      It took a while for us to work out what suited us best, and we had to do quite a bit of work to get the system to do what we needed it to. We did have a lot of support provided. Prep work and having a good understanding of what you want the system to do is important.

      Vendor Response

      Thanks for your review and feedback, Julie. We're pleased to hear Synergist is improving your agency's project and financial visibility. We know Synergist can be a little complex to understand at first due to its breadth of features and options. However, it means it can be configured to work exactly the way your agency wants and provide you with more advanced functionality as you grow. Our expert, super-friendly people are on hand whenever you need them, so please don't hesitate to reach out if you need further support. Thanks again

      Replied November 2024

      Read More

      Phil's profile

      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
      icon
      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
      icon
      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 40 Reviews

      Other Top Recommended Job Costing Software

      Autodesk Construction Cloud
      Autodesk Construction Cloud

      4.3 (2199)

      Recently recommended 552 times

      Sage Construction Suite
      Sage Construction Suite

      4.0 (1012)

      Recently recommended 466 times

      Procore
      Procore

      4.5 (2648)

      Recently recommended 433 times

      Knowify
      Knowify

      4.5 (109)

      Recently recommended 263 times

      Advisor Get Price CTA Image

      Stuck Between Options?

      Our experts can help you compare Synergist with other top options, so you can find the best fit for your needs.

      See what companies are saying about Software Advice