# Synergist Reviews **Vendor:** Synergist **Category:** [Work Management Software](https://www.g2.com/categories/work-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 30 ## About Synergist Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. https://www.synergist.co.uk/ ## Synergist Pros & Cons **What users like:** - Users enjoy the **ease of use** of Synergist, benefiting from streamlined processes and valuable insights for informed decisions. (11 reviews) - Users value the **end-to-end visibility** Synergist provides, enhancing project management and decision-making across the board. (9 reviews) - Users love the **comprehensive project management capabilities** of Synergist, making workflow and capacity management seamless and efficient. (9 reviews) - Users find **Synergist easy to learn** with excellent training and support resources, enhancing their project management experience. (8 reviews) - Users value the **end-to-end visibility** Synergist offers, enhancing project management and decision-making across the project lifecycle. (8 reviews) - Users commend the **excellent customer support** from Synergist, especially highlighting thorough onboarding and ongoing assistance. (7 reviews) - Users value the **tailored reporting features** of Synergist, providing real-time insights and comprehensive project visibility. (7 reviews) - Reporting Features (7 reviews) - Integrations (6 reviews) - Report Generation (6 reviews) **What users dislike:** - Users often face a **steep learning curve** with Synergist, requiring time and training to adapt effectively. (8 reviews) - Users find Synergist's interface to be **overly complex** , requiring training and support for effective navigation. (6 reviews) - Users struggle with the **steep learning curve** in Synergist, finding it complex and needing training for effective use. (5 reviews) - Users note **difficult navigation** initially with Synergist, though support and training help ease the learning process. (3 reviews) - Users find the **difficult onboarding** process challenging, requiring extensive training to maximize the product's potential. (3 reviews) - Limitations (3 reviews) - Users find Synergist **not intuitive** , noting a steep learning curve and hidden features that complicate usability. (3 reviews) - Overwhelming Experience (3 reviews) - Poor Design (3 reviews) - Project Management Issues (3 reviews) ## Synergist Reviews ### 1. End-to-End Project Visibility and Profitability Insights with Synergist **Rating:** 5.0/5.0 stars **Reviewed by:** Paula M. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Synergist?** Synergist has become a really strong platform for our agency, especially since we made the decision to manage workflow and capacity through it rather than relying on a standalone scheduling tool . What we particularly value is the end-to-end visibility Synergist gives us across client projects and the full project lifecycle, from quote through to invoicing. It acts as a single source of truth, providing real-time insight into both profitability and resource usage, which helps us make better day-to-day decisions with confidence. **What do you dislike about Synergist?** For some colleagues, especially those who only use Synergist lightly for a handful of tasks, it can occasionally feel a bit overcomplicated. **What problems is Synergist solving and how is that benefiting you?** Synergist has benefited us by giving us real-time data we can trust to make faster, better decisions, providing clear visibility of resource gridlocks and enabling us to actively manage and improve job profitability ### 2. Comprehensive Workflow Management with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Sophie L. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Synergist?** I use Synergist for managing everything, including invoicing, scheduling, job tracking, and profit tracking. I love the data analytics views and flexible column views. It's great how it allows us to get into the data in a user-friendly way and connect all of the workflows within our business easily. The support from the team is great, especially the Superuser Syncs, and even when I find it a little tricky to navigate, the user support helps me pretty much immediately. **What do you dislike about Synergist?** Sometimes I find it a little tricky to navigate, but the user support helps me pretty much immediately! **What problems is Synergist solving and how is that benefiting you?** I use Synergist for invoicing, scheduling, job tracking, and profit tracking. It lets us access data easily and connect all workflows within our business. ### 3. Synergist: A Great All-in-One Solution for Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2026 **What do you like best about Synergist?** The benefit of using Synergist is having core, valuable data all in one place. The power of having a single source of truth gives great strength to agencies in making informed choices based on accurate data. Being able to see and access project and client data together. Using it's CRM, creating estimates and invoices, to scheduling resources in one place. Pulling reports based on that combined data and ease agency meetings with live and accurate data is Synergist at it's best! Especially now the system is regularly getting updates, they listen to feedback and strive to make their system as powerful and useful as possible. Improving functionality and UI all the time. I highly recommend both Synergist and Agency Works to any Agency looking to consolidate their systems/data. **What do you dislike about Synergist?** The current downsides are some restrictions on pulling reports and what you can see within the system versus exporting reports. But I know they're currently working to improve that. The other is that once you're fully utilising the system it can be a little slow sometimes as a SaaS. But that is common amongst these types of systems. **What problems is Synergist solving and how is that benefiting you?** Previously, we relied on several different platforms and maintained separate documentation to manage our agency's workflows. Now, by consolidating our processes into fewer systems, we save both time and money that would have been spent on additional SaaS tools, and we only need to enter data into a single system. ### 4. Real-Time Visibility and Control Over Deferred & Accrued Income **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen G. | Senior Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Synergist?** Real time visibility along with being able to control deferred and accrued income **What do you dislike about Synergist?** I don't really have any dislikes and they are constantly improving the system **What problems is Synergist solving and how is that benefiting you?** Better project management, the ability to produce billing plans helping resourcing and cash flow forecasting ### 5. Best all-round agency management system out there **Rating:** 5.0/5.0 stars **Reviewed by:** Justina J. | Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Synergist?** The best thing about Synergist is that it’s a single platform ( = single cost) covering multiple functions - lead, prospect, and client CRM, studio task management including Kanban, and A–Z project management. The reporting can also be as top-level or as detailed as you need. I often hear agency ops people complain about how pricey and difficult it is to make their 3-5 different tools 'talk', and how hard it is to scale as the agency grows. I think we won that lottery with Synergist - from licensing to functionality and complexity, we can tailor almost everything to suit the current needs. Also, the support is brilliant — they usually reply within 10 minutes, and have an extensive resource library. **What do you dislike about Synergist?** Maybe not the prettiest to look at, but much improved since their latest release and now catching up with the newer, shinier-looking competitors. **What problems is Synergist solving and how is that benefiting you?** Visibility through the time tracking functionality - we can weight billable time vs non-billable, see how much time was spend on things and revise our pricing accordingly. Task management - ties up directly to the Job and has a 'quick timesheet' option to minimise errors. Quotes and invoicing - comes in our template, ties back to the Job and Client. ### 6. Great onboarding so we could move our scheduling and capacity managent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Synergist?** Our agency has been a customer pf Synergist for a number of years but we've not necessarily been using it to it's full potential. We've recently made the business decision to manage workflow and capacity via Synergist and first we were skeptical about the usability when compared to a specific scheduling tool such as Float or Resource Guru. I'm pleased to say I was wrong. There have been significant improvements in v14 to how these features work and our migration has gone swimmingly. This is in no small part down to the excellent onboarding we had from Jules at Agency Works. She went out of her way to make sure all of queries and concerns were acknowledged, ensuring that our delivery team fully learnt the process at the right pace. The whole agency is now ready top go with our new scheduling and capacity management from Monday. Thank you! **What do you dislike about Synergist?** The huge pros outweigh the (very) minor cons. It would be nice to remove the option to display the actual time and include only the number of hours and to be able to order how bookings stack (when multiple on the same day). Not a showstopper by any means though. **What problems is Synergist solving and how is that benefiting you?** Accurate costing and job recovery. Integrated realtime data dashboards for billing etc are great ### 7. The Power of Synergist **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Synergist?** Synergist has enabled us to have end to end visibility of our clients projects. It provides one version of the truth, giving us real-time insight into profitability and resource usage and deals with everything in the project lifecycle from quote to invoicing. The reporting features are particularly strong enabling both pre-set and customisable user defined reports to be generated. The reporting has been pivotal to our management information (particularly during covid when reporting requirements changed overnight) as our business and requirements change. Its integration with accounting tools (like Xero) streamlines invoicing and cost management, reduces duplication of effort. **What do you dislike about Synergist?** The learning curve can be steep for new users, as some features are hidden behind multiple layers of menus and setting up advanced reports can be tricky for people who don't use this regularly but ongoing training and support is available from Synergist's consultancy partner so you can have confidence you can get what you need. Some project management functionality could be better but I am aware this is an area Synergist are looking at and with their new more regular updates and releases we are looking forward to what changes this brings. **What problems is Synergist solving and how is that benefiting you?** Managing projects from quoting to invoicing and giving visibility of their progress and ultimate profitability, enabling us to be proactive in managing them or mitigating scope creep. Providing management reporting to help the Senior Leadership Team make informed decisions. Including Revenue and invoicing (cash) forecasting. ### 8. A Solid Platform with Great Potential **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Synergist?** Synergist acts as a single source of truth for our agency, bringing everything together in one place which makes managing projects much clearer. The scheduling feature with requisitions is really helpful for resourcing and briefing, it allows us to plan work accurately and keeps everyone on the same page. There’s a broad range of functionality, so there’s lots of potential to tailor it to your specific needs, which is great. The support staff are brilliant and always there to help with any queries and any suggestions we make to help improve the system are added to the next update. **What do you dislike about Synergist?** The biggest challenge is the initial learning curve, it can take a bit of time to get fully comfortable with all the features. Some users find certain processes a bit manual, and there’s definitely room for better integration with other tools we use. **What problems is Synergist solving and how is that benefiting you?** Synergist solves the problem of scattered information by being our single source of truth for project data, resourcing, and finance. It helps us keep everything organised in one place, from job scheduling and briefing through to tracking time and costs, so we can plan better and avoid surprises. This clarity improves team collaboration and helps us deliver projects on time and budget. ### 9. Synergist Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Synergist?** Once fully understood, Synergist is an effective tool for providing utilisation data for both clients and consultants. We are excited that, once the system is fully implemented, it will enable us to use a range of tracking tools while removing the need for spreadsheets. **What do you dislike about Synergist?** On initial use, the system can feel complex, and dedicated training is essential to ensure it is used to its full potential and aligned with our business needs. **What problems is Synergist solving and how is that benefiting you?** The system provides business-critical data that is essential for running the business and informing decision-making. ### 10. Synergist: A Powerful Solution for Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Synergist?** Synergist: A Powerful Solution for Agencies Integrating Seamlessly with Xero If you're running an agency and need robust, real-time insights into your financials, project health, and profitability, this software delivers exactly that—and more. Seamlessly integrating with Xero, it eliminates the headaches of duplicate data entry, sync errors, and disconnected workflows. The integration is not only smooth but incredibly reliable, making it easy for finance teams to maintain accurate records and up-to-date books. Job Profitability Tracking: A Major Strength One of the standout features is its comprehensive job profitability tools. Agencies often struggle to get clear visibility into which projects are making or losing money, especially when juggling multiple clients and timelines. This software excels in breaking down cost vs. revenue per project, tracking time and expenses accurately, and presenting the data in digestible formats. It gives project managers and agency owners real control and foresight over margins—something every service-based business needs. Revenue Recognition Done Right Another area where Synergist shines is revenue recognition. Many platforms oversimplify or ignore this critical need, but this Synergist handles it with clarity and compliance. Whether you’re operating on fixed-fee, milestone-based, or time-and-material contracts, it lets you recognise revenue appropriately—giving you accurate financial reports without having to build complex spreadsheets or rely on manual processes. Dashboard and Reporting: At-a-Glance Clarity The dashboard deserves special mention. Designed with agencies in mind, it provides a holistic view of your operations—revenue trends,, project performance, staff utilization, and more. It’s not just visually intuitive, it’s actionable. You don’t need to be a data analyst to glean insights from it, but if you are, the depth of reporting will still impress. Final Verdict Synergist is a game-changer for agencies looking to level up their financial management and operational oversight. With deep Xero integration, excellent job profitability tracking, smart revenue recognition, and a powerful dashboard, it's a must-have for any growing service business. Whether you're a small boutique agency or scaling rapidly, this platform grows with you and helps keep every pound—and every hour—accounted for. Rating: ★★★★★ (5/5) **What do you dislike about Synergist?** It would be great to have a facility that clients could log into to see the status of a job. **What problems is Synergist solving and how is that benefiting you?** Job Profitability Tracking: A Major Strength One of the standout features is its comprehensive job profitability tools. Agencies often struggle to get clear visibility into which projects are making or losing money, especially when juggling multiple clients and timelines. This software excels in breaking down cost vs. revenue per project, tracking time and expenses accurately, and presenting the data in digestible formats. It gives project managers and agency owners real control and foresight over margins—something every service-based business needs. Revenue Recognition Done Right Another area where Synergist shines is revenue recognition. Many platforms oversimplify or ignore this critical need, but this Synergist handles it with clarity and compliance. Whether you’re operating on fixed-fee, milestone-based, or time-and-material contracts, it lets you recognise revenue appropriately—giving you accurate financial reports without having to build complex spreadsheets or rely on manual processes. Dashboard and Reporting: At-a-Glance Clarity The dashboard deserves special mention. Designed with agencies in mind, it provides a holistic view of your operations—revenue trends,, project performance, staff utilization, and more. It’s not just visually intuitive, it’s actionable. You don’t need to be a data analyst to glean insights from it, but if you are, the depth of reporting will still impress Managing resource Synergist is a great tool to help manage resource across an agency. And this resource tool links in with the live jobs. ### 11. Insightful, meaningful data at your finger tips **Rating:** 4.5/5.0 stars **Reviewed by:** Karen L. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Synergist?** The ease at which you can get meaning information that helps you make informative business decisions. **What do you dislike about Synergist?** The shear amount of differing feature can lead to a very admin heavy process. its easy to get over excited about the possible reporting capabilities and create a process that is long and cumbersome for the user. **What problems is Synergist solving and how is that benefiting you?** job costing - making sure we accurately charge for projects and track to budgets Resource planning - ensuring everyone is kep busy Managing revenue - making month end finance reporting a lot smoother ### 12. Excellent project and accounts management system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Synergist?** It is relatively easy to use, the training and support videos are excellent and they constantly look to improve the system with regular enhancements and updates. It is an excellent project management tool and integrates well with our accounts package. There are lots of different parts within synergist from sales nurturing through to project management, cost management and billing all of which allow you to capture important data. We use it every day in our business and the customer support is excellent. **What do you dislike about Synergist?** It can be a bit tricky to learn at first but once you have mastered the basics of how it is structured it becomes more logical in terms of navigation. **What problems is Synergist solving and how is that benefiting you?** Managing hours and staff utilisation. Seamless integration with SAGE avoiding duplication and room for error. ### 13. Synergist system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Synergist?** We've been using Synergist for over 6 years and it is one of our most important internal tools we use which gives us in depth information about our financials, resourcing and project costs. The system is intuitive and easy to use and navigate and has a number of different function areas. The best feature is the reporting tool which allows you to report across any of the areas in custom reports that you can easily put together. **What do you dislike about Synergist?** There isn't anything I dislike about Synergist, the support team resolve any issues very quickly and bug fix updates are pushed out frequently so the system is always being kept up to date. **What problems is Synergist solving and how is that benefiting you?** Sales invoicing, purchase and expense management, resourcing, sales forecasting, project tracking, time logging, reporting, revenue recognition. ### 14. Project Management and Finances, Seamlessly Tied Together **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Synergist?** Ties project management and finances together for ease **What do you dislike about Synergist?** Not super customisable, some data connection can be hard to understand and update **What problems is Synergist solving and how is that benefiting you?** Project profitibility and resource management ### 15. Synergist is our saving grace! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Synergist?** The team at Synergist are so easy to work with, and super helpful. They make the system work for you, and if the feature isn't currently available, 9 times out of 10 they will add it to the next upgrade. The ability to track our forecast from live jobs to new opportunities and anything in between is super helpful for our agency. **What do you dislike about Synergist?** To the people in the team who only use certain aspects, it can be a little overcomplicated to work your way around Synergist at times. However, it is constantly been developed with new features always being added so I am sure this is something that will get worked on! **What problems is Synergist solving and how is that benefiting you?** Synergist is helping us to manage workload across our team, and see who has capacity available to work on new projects. We run all of our forecasting from Synergist, using bespoke reports created based on what data we need to see. ### 16. A Powerful System That Pays Off With Patience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Synergist?** The customer support is excellent. Very responsive and keen to help. In addition The Agency Works who implement the software provide regular training webinars and insights that really help you get the most out of the software. Persevere with learning how to use the software and you'll be glad you did as it can provide all the reporting you'll ever need. **What do you dislike about Synergist?** Synergist takes a bit of getting used to - there's so much going on that it can do, it can seem quite overwhelming when you're new to it. Bear with it though, go on the webinars, speak to support and you'll get there. **What problems is Synergist solving and how is that benefiting you?** It's meant we can move away from spreadsheets - pretty much all the information we need is contained within the software. Makes it much easier to produce accurate P&L accounts and reporting of individual job profitability. The revenue recognition feature is a god send - it allows us to track budgets and allocate revenue against work as it's completed. It allows us to track under / over servicing so we can really see which jobs are profitable. Give us the ability to schedule workflows and track the progress of a job from start to finish. ### 17. Synergist is a great tool **Rating:** 5.0/5.0 stars **Reviewed by:** George M. | Junior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about Synergist?** Synergist is great for everything involved in a project, from start to finish it is a great tool to quote for projects, set-up jobs and then monitoring ongoing work, creating tasks and tracking project management. All the way through to review, invoicing and evaluating the status of your project. **What do you dislike about Synergist?** Sometimes it can be hard to find what you need in Synergist. **What problems is Synergist solving and how is that benefiting you?** It helps us track jobs and monitor projects to ensure we are on budget, it helps keep everything for a project all in one place. ### 18. A robust system for your agency operations! **Rating:** 4.0/5.0 stars **Reviewed by:** Holly H. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Synergist?** A multi functional tool that allows us to report on financial, operational and sales data. **What do you dislike about Synergist?** It can sometimes feel a bit clunky in regards to scheduling time/resourcing and I don't feel its a strong PM tool right now. **What problems is Synergist solving and how is that benefiting you?** With real time data Synergist allows us to plan, prioritise and pivot where necessary. We can build very specific reports to pull out the level of detail we require and ensure the data is tailored to our agency needs. ### 19. A great system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Synergist?** Such a great system, all encompassing and super user friendly. Customer support is easy to access and the flexibility of the system makes it easy to flex needs from company to company **What do you dislike about Synergist?** The older system was harder to bend to the company's changing needs, but since going online the system is 10000% better. No negatives yet. **What problems is Synergist solving and how is that benefiting you?** Resource, time planning, month end processes, task management, job costings & quoiting ### 20. It's powerful **Rating:** 4.0/5.0 stars **Reviewed by:** Gary O. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Synergist?** It's clearly evolved and its also clear that they listen to their customers when new features are requested **What do you dislike about Synergist?** Like any system, it has its challenges. The back end can be a challenge to navigate initially but help is always on hand **What problems is Synergist solving and how is that benefiting you?** It provides all the data our agency needs to make informed decisions. The off the shelf reporting is great but the benefits lie in the custom reports you can build that are specific to your agency needs. ### 21. Platform is easy to navigate - so important for the client service team who use it daily. **Rating:** 4.5/5.0 stars **Reviewed by:** Lis A. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Synergist?** Relevant to our sector - creative industries. Access to training & support - so many platforms don't have the right back up when you need it, Synergist does. Onboarding is brilliant & ongoing support is though tips, advice, industry insight is in valuable. Reports - tailored & accessed **What do you dislike about Synergist?** UX that provides 360 view of holidays could be improved. **What problems is Synergist solving and how is that benefiting you?** Planning team resource - internal & external ### 22. Gamechanger **Rating:** 5.0/5.0 stars **Reviewed by:** dom c. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Synergist?** Gave us visibiilty on our agency ooperations, allowed us to identify weaknesses - gave us broad view on the granular things **What do you dislike about Synergist?** The lengthy onboarding process is disheartening but the juice is worth the squeeze **What problems is Synergist solving and how is that benefiting you?** managing agency operations on a day to day basis ### 23. Exactly the tool you need to keep the wheels of your agency turning efficiently **Rating:** 4.5/5.0 stars **Reviewed by:** Kate L. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Synergist?** Improved Operational Efficiency and Better Resource Planning & Workload Management **What do you dislike about Synergist?** Sometimes the multiple ways of doing the same thing mean that teams use it inconsistently. **What problems is Synergist solving and how is that benefiting you?** We are working towards better decision making through Data & analytics without over-engineering it. ### 24. Synergist **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Synergist?** Great system, from job costing to resource allocation & utilisation reports, it provides vital information on our agency. **What do you dislike about Synergist?** It can sometimes be too rigid, however they genuinely listen to our feedback and make continuous improvements. **What problems is Synergist solving and how is that benefiting you?** Resource allocation & job profitability ### 25. Excellent PM tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Synergist?** The amount of options to review data and see spend **What do you dislike about Synergist?** Sometimes the dashboards can be too detailed. **What problems is Synergist solving and how is that benefiting you?** undertaing vlaue given to cleints ### 26. Synergist User **Rating:** 4.5/5.0 stars **Reviewed by:** James S. | Head of Project Management, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Synergist?** Costing functionality, purchasing and timesheet reconciliation **What do you dislike about Synergist?** Resourcing functionality, it could be more intuative **What problems is Synergist solving and how is that benefiting you?** Costing Options - Game changer! ### 27. You get out, what you put in. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Synergist?** The custom reports are a handy tool, only if the relevant data is inserted into the correct fields. **What do you dislike about Synergist?** Currently, there is no AI integration or ability to easily reschedule resources and delivery plans when needed. **What problems is Synergist solving and how is that benefiting you?** Project, resource and task management. ### 28. Financial Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Synergist?** I love the dashboard and invoicing features. We have been with Synergist for 15 years; the real benefit is that they listen to clients and evolve the platform to reflect the changing requirements of the industry. **What do you dislike about Synergist?** The only downside is sometimes there are too many ways to cut the data. Which means different team members can have different methodologies for accessing the same info. **What problems is Synergist solving and how is that benefiting you?** access financial info ### 29. Review for Synergist **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Synergist?** Synergist has been an absolute game-changer for our project management and operations. We were struggling to streamline our workflows and get full visibility over project timelines, budgets, and resources, but Synergist brought everything into one cohesive system. The platform's intuitive interface made it easy to onboard the team, and its range of features—from time tracking to financial forecasting—helped us manage both small and large projects with ease. **What do you dislike about Synergist?** It can be very complex and the team need training to sue it **What problems is Synergist solving and how is that benefiting you?** We used to struggle with keeping all project details, timelines, and tasks in one place. Synergist’s centralized platform has allowed us to manage everything from a single source of truth. This has greatly improved our team's collaboration and communication, reducing confusion and keeping projects on track. ### 30. An essential tool for managing our business. **Rating:** 4.5/5.0 stars **Reviewed by:** Dean C. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Synergist?** The reporting is excellent. Whether it is project or client level, we can create simple or custom reports to give us an excellent overview of profitability. **What do you dislike about Synergist?** The user interface is not the best, the system could do with a refresh, but that does not distract from the positives, and it is not that bad it causes a major issue for us. **What problems is Synergist solving and how is that benefiting you?** Tracking project and client performance. ## Synergist Discussions - [What is Synergist used for?](https://www.g2.com/discussions/what-is-synergist-used-for) - [View Synergist pricing details and edition comparison](https://www.g2.com/products/synergist/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-04+00%3A38%3A48+-0500&secure%5Bsession_id%5D=261d4c3d-fdcd-4582-9b05-fb0c0bd9cc50&secure%5Btoken%5D=9b32d3a2679686dd0c247d6cb577e866b6439d37da413e2a526765ea4fa56221&format=llm_user) ## Synergist Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [API](https://www.g2.com/products/api/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [iCal](https://www.g2.com/products/ical/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Sage 200cloud](https://www.g2.com/products/sage-200cloud/reviews) - [Sage 300](https://www.g2.com/products/sage-300/reviews) - [Sage 50cloud Accounting](https://www.g2.com/products/sage-50cloud-accounting/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Synergist Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Cost Tracking** - Identification - Allocation - Standard Costs **Planning** - Resource Definiton - Capacity - Scheduling **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Project Accounting - Fixed Assets - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Automation** - Workflows - Customization - Data repository **Agentic AI - Project-Based ERP** - Autonomous Task Execution - Decision Making **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Maps - Baselining / KPIs - Project Budgeting - Workflow - Cost Tracking - Risk Analysis - Resource Management **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Administration** - Permissions - Procedures - Remote Work **Resource Management** - Resource Definiton - Capacity - Scheduling **Sales & Marketing** - Customer Master - Order History - Credit Limits - Pricing & Discounts - Proposals **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Generative AI** - AI Text Generation - AI Text Summarization **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **HR** - Payroll - Workforce Management - Time & Attendance **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Workload** - Resource Allocation - Workspace - Configuration - Insights **Procurement** - Requisitions - Purchase Orders - Subcontractor Management - Project Procurement - Supplier Management **Analytics** - Forecasting - Reporting - KPIs **Generative AI** - AI Text Generation - AI Text Summarization **Content Management** - Document Management - Collaboration - Taxonomy - Contract Creation - Subcontracts - Costs **Administration** - Standard Integrations - Workflow - Access Management **Cost Management** - Project Budgeting - Time & Expense - Profitability **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics** - Earned Value - Project Optimization - ROI and Forecasting **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Integration** - Front Office - Back Office - External data **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Synergist Alternatives - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (479 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,655 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (14,996 reviews)