--- title: Synergist Reviews meta_title: 'Synergist Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 33 reviews by the users' company size, role or industry to find out how Synergist works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 33 scale: '5' date_modified: '2026-08-07' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # Synergist Reviews **Vendor:** Synergist **Category:** [Work Management Software](https://www.g2.com/categories/work-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 33 ## 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 appreciate the **ease of use** of Synergist, benefiting from seamless visibility and informed decision-making. (11 reviews) - Users value Synergist's **end-to-end visibility** across projects, enhancing decision-making with real-time insights on profitability. (9 reviews) - Users value the **comprehensive project management features** of Synergist, enabling seamless workflow and capacity management. (9 reviews) - Users find the **ease of learning** with Synergist exceptional, thanks to excellent training and ongoing support. (8 reviews) - Users value Synergist for its **end-to-end visibility** , offering real-time insights and comprehensive project lifecycle management. (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 find the **initial learning curve** for Synergist challenging, requiring time and training to become proficient. (8 reviews) - Users find Synergist's interface to be **very complex** , requiring training and effort to navigate effectively. (6 reviews) - Users face a **steep learning curve** with Synergist, requiring time and training to master its complexities. (5 reviews) - Users find the **difficult navigation** of Synergist challenging initially, but support helps ease the learning curve. (3 reviews) - Users find the **difficult onboarding** process a hurdle, emphasizing the need for extensive training to maximize the system's benefits. (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 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+15%3A20%3A39+-0500&secure%5Bsession_id%5D=026eacd5-0460-4ddd-ac4e-ef919a287dfb&secure%5Btoken%5D=92f56f164a32711539b5e7b7fe20f9b4b967da7164aa0a6d299eda189a7b2c44&format=llm_user) ## Synergist Integrations - [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) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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 - Real-Time Updates **Cost Tracking** - Identification - Allocation - Standard Costs - Project Billing - Cost-to-Completion Tracking **Planning** - Resource Definiton - Capacity - Scheduling - Real-Time Data **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 - Inventory Management - Change Order Management - Task Management - Budget Management - Project Planning/Scheduling - Resource Scheduling **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 **Additional Functionality** - Project Tracking - AI Copilot - Production Cost Tracking - Budgeting/Forecasting - API - Billing & Invoicing - Progress Reports - Generative AI - Billable Items Tracking - Job Scheduling - Invoice Management - Audit Trail - Timesheet Management - Project Time Tracking - Change Order Management - Bills of Material - Third-Party Integrations - Overrun Reporting - Customizable Reports - Job Management - Time Tracking - Percent-Complete Tracking - Labor Cost Reporting - Quotes/Estimates - Cost Estimating - Purchase Order Management - Real-Time Reporting - Inventory Management - Accounting - Estimating - Task Scheduling - Activity Tracking - Forecasting - Expense Tracking - Reporting & Statistics - Job Tracking - Projections - Activity Dashboard - Bid Management - Document Management - Data Import/Export **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning - Traditional Methodologies **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Maps - Baselining / KPIs - Project Budgeting - Workflow - Cost Tracking - Risk Analysis - Resource Management - Time & Expense Tracking - Multiple Projects - Approval Workflow **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks - Project Templates **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Administration** - Permissions - Procedures - Remote Work **Additional Functionality** - Calendar Management - Shop Floor Management - Performance Management - Real-Time Monitoring - KPI Monitoring - Availability Management - Third-Party Integration - Drag & Drop - Project Management - Activity Dashboard - Recommendations - Collaboration Tools - Equipment Management - Task Management - Gantt/Timeline View - Progress Tracking - Alerts/Notifications - "What If" Scenarios - AI Copilot - For Manufacturers - Real-Time Reporting - Mobile Access - Cost Management - Scenario Planning - Historical Database - Inventory Control - Reporting/Analytics - Generative AI - Time Tracking - Resource Management - Predictive Analytics - Resource Allocation & Planning - Projections - Prioritization - Search/Filter - Timesheet Management - Workflow Management - Skills Tracking - Utilization Reporting - Approval Process Control - Access Controls/Permissions - Third-Party Integrations - Reporting & Statistics - Customizable Reports - Commenting/Notes - API - Project Planning - Assignment Management - Customizable Fields - Multiple Projects - Time & Expense Tracking - Resource Request - Data Import/Export - Reporting/Project Tracking - Capacity Management - Real-Time Notifications - Real-Time Updates - Project Templates - Document Management - Workflow Automation **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Sales & Marketing** - Customer Master - Order History - Credit Limits - Pricing & Discounts - Proposals **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Collaboration Tools - Gantt/Timeline View - AI Copilot - Task Tagging - Spreadsheet View - Task Scheduling - Search/Filter - Email-to-Task Conversion - Project Tracking - Time Tracking - Sub-Task Management - Task Progress Tracking - Third-Party Integrations - Calendar Management - Mobile Access - Task Editing - Reporting/Analytics - Deadline Management - API - Dependency Tracking - Document Management - Assignment Management - Project Planning - Task Board View - Workflow Management - Activity Tracking - Commenting/Notes - Resource Management - Task Import - Dashboard - Access Controls/Permissions - Real-Time Notifications **Project Monitoring** - Baselining / KPIs - Resource Allocation - Activity Dashboard - Activity Dashboard **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 - Purchase Order Management - Bid Management **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Content Management** - Document Management - Collaboration - Taxonomy - Contract Creation - Subcontracts - Costs - Procurement Management **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **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 - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **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 - Proposal Generation - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Additional Functionality** - Gantt/Timeline View - AI Copilot - Collaboration Tools - Revenue Recognition - File Sharing - Data Import/Export - Mobile Access - Project Costing - Multi-Currency - Reporting/Analytics - Activity Dashboard - Quotes/Estimates - Billing & Invoicing - Bill of Materials **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 **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop ## Top Synergist Alternatives - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (488 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,713 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,619 reviews)