Synergist Software


 

Synergist is a project management solution suitable for midsize organizations in the UK. It offers cloud-based and on-premise deployments and provides tools to help users manage time and expenses, job costing and scheduling, communication and reporting.

Users can enter time on- or off-site using a browser-based timesheet that is mobile-friendly or through the Synergist mobile app. Other features include project costing, quoting and estimating, billing and purchasing. The drag-and-drop interface allows users to manage scheduling, and other tools enable users to plan for capacity, projects and jobs.

Integrations include Flowzone, which provides document management features as well as various email clients. Customer relationship management tools help users log client interactions as well as manage correspondence and job alerts. Reporting tools include a drag-and-drop interface, a variety of dashboards and report scheduling.

Pricing is per user per month. Support is provided over the phone and via email.

 

Synergist - Sales dashboard
 
  • Synergist - Sales dashboard
    Sales dashboard
  • Synergist - Reports
    Reports
  • Synergist - Management dashboard
    Management dashboard
  • Synergist - Gantt chart
    Gantt chart
  • Synergist - Data viewer
    Data viewer
  • Synergist - Mobile view
    Mobile view
Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

9 Reviews of Synergist

Showing 1-9 of 9

 

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Phil from ClickThrough Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

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

Ease-of-use

Functionality

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Value for Money

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

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.

Review Source: Capterra
 


October 2017

October 2017

Great product with fantastic suppport

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Improvements in agency reporting leading to better and more profitable customer relationships.

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.

Review Source: Capterra
 

Paul from Hurley & Davies
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

The best integrated job costing solution for professional services I have worked with in 20 years.

Ease-of-use

Functionality

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Value for Money

Ease-of-use
Usability
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Pros

Having scheduling, job management, forecasting, costing all in one module is a rarity. The system integrates very well and gives fluidity through the job process

Cons

A plus and minus, having too many options within configuration can get a little confusing and we personally changed our set up from the original mapped out system plan.

Review Source: Capterra
 

Debra from Steven A Hunt & Associates Ltd.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

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

Ease-of-use

Functionality

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Customer Support

Value for Money

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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.

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.

Review Source: Capterra

  Response: Synergist Express, Synergist

Date: October 2017

October 2017

 

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

 

Rebecca from Electrical Safety UK Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Synergist provides our small Engineering company with all the functionality we need to be successful

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Better business management, reporting and trustworthy information.

Pros

Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible. Reporting is brilliant and again is an adaptable dependent on the needs. Synergist has allowed us to scrap unreliable excel spreadsheets and allows ONE centre for updating the whole company. Synergist has proven easy to learn also for our new starters who average about a week to understand the basics and roughly a month to get to a "superuser" level.

Cons

Running reports takes a little time to get your head round how the data interacts but once you do its great.

Review Source: Capterra
 

Ben from Excentra
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

A must have job management tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Full business visualisation

Pros

The fact it can manage all aspects of job management, through Quoting to Invoicing, whilst utilising as many or as little features in between.

Cons

Not all features are available in the cloud based version yet - However, this may change soon though!

Review Source: Capterra
 

Joe from Haughton Design Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

A great piece of software ideal for any consultancy who want to plan and track clients projects!

Ease-of-use

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Helps to track all of our projects commercially and plan resource/workload.

Pros

Great at managing everything from initial enquiry, estimating, project & company commercials and tracking live projects for all your clients.

Cons

It's only as good as the information and effort you put into it. Detailed training and customisation is required prior to using in anger, but once set up correctly is fantastic.

Review Source: Capterra
 

Emma from Common Sense Complaince

December 2016

December 2016

New to Synergist

Ease-of-use

Functionality

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We are currently learning the system with a view to rolling it out within the company early part of next year. We are still getting to grips with it all and find that the customer services are very helpful. We are looking forward to the new version being rolled out in the new year.

Review Source: Capterra
 

Nikki from CS Compliance

December 2016

December 2016

Great software once fully implemented

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Synergist is worth the patience required to get it up and running. Its complex but this complexity makes it versatile. It has taken us many man hours to implement but we confident that this investment should pay off in the future

Pros

Flexbility

Cons

Complexity

Advice to Others

Dedicate a team of at least 2 people to focus on the implementation

Review Source: Capterra

  Response: Synergist Express, Synergist

Date: October 2017

October 2017

 

Hi Nikki, thanks for taking the time to review Synergist, we really appreciate it. As you've invested the time upfront to tailor Synergist to your business, you'll save a lot of time down the line. Thanks again.