About Synergist

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 use...


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Supported Operating System(s):

Windows 7, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

10 Reviews of Synergist

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

3.5

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(4)

4

4 stars

(4)

4

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 10 of 10 results

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October 2017

Phil from ClickThrough Marketing

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

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

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.

July 2017

Rebecca from Electrical Safety UK Limited

Verified Reviewer

Company Size: 11-50 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

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

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.

September 2017

Debra from Steven A Hunt & Associates Ltd.

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

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.

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.

Response from Synergist Express

Replied 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

October 2017

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

Great product with fantastic suppport

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.

July 2017

Joe from Haughton Design Ltd

Verified Reviewer

Company Size: 2-10 employees

Industry: Design

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

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

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.

July 2017

Ben from Excentra

Verified Reviewer

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

A must have job management tool

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!

May 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Functionality

4.0

May 2019

Could be done so much better

Would not recommend, other tools such as Workfront would be better to use!

Pros

I like the fact that it's a multi purpose tool. It allows you to add projects, complete timesheets and raise invoices in one area.

Cons

The UX is awful. Navigation, use of features and elements and the overall slowness of the tool are things to name a few. There are too many sub-navigations on sub-navigations making moving around the tool awfully hard.

Response from Synergist Express

Replied May 2019

Thanks for taking the time to leave a review and for your positive comments regarding the comprehensive functionality Synergist provides. I'm sorry to hear of your frustrations regarding the UX. The usability of Synergist is affected by the configuration decisions made during each customers system implementation. We would love to have to opportunity to review the configuration of your system with you to see how we can improve this for you. If this is of interest please contact us at support@synergist.co.uk or +44 1625 572690 and ask for Nick Lane and I look forward to improving this for you.

October 2017

Paul from Hurley & Davies

Verified Reviewer

Company Size: 11-50 employees

Industry: Architecture & Planning

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

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

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.

December 2016

Nikki from CS Compliance

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2016

Great software once fully implemented

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

Response from Synergist Express

Replied 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.

December 2016

Emma from Common Sense Complaince

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2016

New to Synergist

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.