Synergist Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Maybe not the prettiest to look at, but much improved since their latest release and now catching up with the newer, shinier-looking competitors. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

It would be great to have a facility that clients could log into to see the status of a job. Review collected by and hosted on G2.com.

The ease at which you can get meaning information that helps you make informative business decisions. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.