--- description: Review of Synergist Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Synergist | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Professional Services Automation Software](/directory/4135/psa/software) > [Synergist](/software/158350/synergist) # Synergist Canonical: https://www.softwareadvice.ie/software/158350/synergist Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/158350/synergist?page=2) > 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. > > Verdict: Rated **4.7/5** by 40 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 40 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Synergist Express - **Location**: Bollington, UK - **Founded**: 2003 ## Commercial Context - **Starting Price**: £13.00 - **Pricing model**: Per User - **Pricing Details**: Synergist offers three tiers with progressively advanced functionality. Each tier has a minimum monthly subscription. \* Foundation: Everything you need to manage and grow your agency. \* Professional: Adds multi-job quoting, tender management, scheduled reports, timesheet approval workflows, custom document layouts, security configurations, departmental revenue analysis and API support. \* Enterprise: Adds unlimited trading companies, multi-job revenue managment, consolidated purchase orders and an enterprise SLA. If you need a feature from a higher tier before your monthly total reaches that tier’s minimum, you can add selected features for a small monthly fee. - **Target Audience**: 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United Kingdom ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Agile Methodologies - Alerts/Notifications - Approval Process Control - Assignment Management - Audit Trail - Availability Management - Bid Management - Billable Items Tracking - Billing & Invoicing - Bills of Material - Budget Management - Budgeting/Forecasting - Business Process Automation - CRM ## Integrations (18 total) - Access Financials - Dropbox Business - Google Calendar - Google Drive - HubSpot CRM - MYOB Business - Microsoft 365 - Microsoft Outlook - OneDrive - Pegasus - QuickBooks Desktop - QuickBooks Online Advanced - Sage 200 - Sage 300 - Sage 50 Accounting ... and 3 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Professional Services Automation Software](https://www.softwareadvice.ie/directory/4135/psa/software) ## Related Categories - [Professional Services Automation Software](https://www.softwareadvice.ie/directory/4135/psa/software) - [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software) - [Project Management Software](https://www.softwareadvice.ie/directory/4430/project-management/software) - [Resource Management Software](https://www.softwareadvice.ie/directory/1296/resource-management/software) - [Online Project Management Software](https://www.softwareadvice.ie/directory/436/web-based/software) ## Alternatives 1. 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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. > > 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. ----- ### "Indicia Worldwide review" — 5.0/5 > **Chris** | *28 January 2025* | Marketing & Advertising | Recommendation rating: 8.0/10 > > **Pros**: The end-to-end visibility of data/performance metrics across all projects > > **Cons**: Customisation options of dashboards for particular teams ----- ### "Overall, pleased with the software as it is a 'whole approach in one place' ." — 3.0/5 > **Debra** | *12 September 2017* | Construction | Recommendation rating: 7.0/10 > > **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. > > 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. ----- ### "Excellent all round platform for agency management" — 5.0/5 > **Liam** | *9 August 2024* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Key tool for our agency" — 4.0/5 > **Sarah** | *3 July 2024* | Pharmaceuticals | Recommendation rating: 10.0/10 > > **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 > > Really good , especially the customer support provided by Agency Works who help us get the best from the system. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/158350/synergist?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/158350/synergist) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data