--- 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: '2026-08-10' parent\_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- ### Synergist Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Synergist, benefiting from seamless visibility and informed decision-making. [(11 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633624&qs=pros-and-cons#reviews) Users value Synergist's **end-to-end visibility** across projects, enhancing decision-making with real-time insights on profitability. [(9 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2251029&qs=pros-and-cons#reviews) Users value the **comprehensive project management features** of Synergist, enabling seamless workflow and capacity management. [(9 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633583&qs=pros-and-cons#reviews) Users find the **ease of learning** with Synergist exceptional, thanks to excellent training and ongoing support. [(8 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633629&qs=pros-and-cons#reviews) Users value Synergist for its **end-to-end visibility** , offering real-time insights and comprehensive project lifecycle management. [(8 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2105011&qs=pros-and-cons#reviews) Users find the **initial learning curve** for Synergist challenging, requiring time and training to become proficient. [(8 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633533&qs=pros-and-cons#reviews) Users find Synergist's interface to be **very complex** , requiring training and effort to navigate effectively. [(6 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633556&qs=pros-and-cons#reviews) Users face a **steep learning curve** with Synergist, requiring time and training to master its complexities. [(5 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633566&qs=pros-and-cons#reviews) Users find the **difficult navigation** of Synergist challenging initially, but support helps ease the learning curve. [(3 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2250635&qs=pros-and-cons#reviews) Users find the **difficult onboarding** process a hurdle, emphasizing the need for extensive training to maximize the system's benefits. [(3 mentions)](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2251190&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Synergist ##### 1. Ease of Use Users appreciate the **ease of use** of Synergist, benefiting from seamless visibility and informed decision-making. [ See 11 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633624&qs=pros-and-cons#reviews) See Related User Reviews ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Mid-Market (51-1000 emp.) 5.0/5 "End-to-End Project Visibility and Profitability Insights with Synergist" What do you like 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist system" What do you like 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 fi ##### 2. Features Users value Synergist's **end-to-end visibility** across projects, enhancing decision-making with real-time insights on profitability. [ See 9 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2251029&qs=pros-and-cons#reviews) See Related User Reviews ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Mid-Market (51-1000 emp.) 5.0/5 "End-to-End Project Visibility and Profitability Insights with Synergist" What do you like 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist system" What do you like 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 fi ##### 3. Project Management Users value the **comprehensive project management features** of Synergist, enabling seamless workflow and capacity management. [ See 9 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633583&qs=pros-and-cons#reviews) See Related User Reviews ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Mid-Market (51-1000 emp.) 5.0/5 "End-to-End Project Visibility and Profitability Insights with Synergist" What do you like 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 KL Kate L. Small-Business (50 or fewer emp.) 4.5/5 "Exactly the tool you need to keep the wheels of your agency turning efficiently" What do you like about Synergist? Improved Operational Efficiency and Better Resource Planning & Workload Management ##### 4. Ease of Learning Users find the **ease of learning** with Synergist exceptional, thanks to excellent training and ongoing support. [ See 8 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633629&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist system" What do you like 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 fi ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Great onboarding so we could move our scheduling and capacity managent" What do you like 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 ##### 5. Project Tracking Users value Synergist for its **end-to-end visibility** , offering real-time insights and comprehensive project lifecycle management. [ See 8 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2105011&qs=pros-and-cons#reviews) See Related User Reviews ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Mid-Market (51-1000 emp.) 5.0/5 "End-to-End Project Visibility and Profitability Insights with Synergist" What do you like 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist Review" What do you like 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 s ### 5 Cons or Disadvantages of Synergist ##### 1. Learning Curve Users find the **initial learning curve** for Synergist challenging, requiring time and training to become proficient. [ See 8 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633533&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist Review" 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 busin ![dom c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "dom c.") DC dom c. Enterprise (\> 1000 emp.) 5.0/5 "Gamechanger" What do you dislike about Synergist? The lengthy onboarding process is disheartening but the juice is worth the squeeze ##### 2. Complexity Users find Synergist's interface to be **very complex** , requiring training and effort to navigate effectively. [ See 6 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633556&qs=pros-and-cons#reviews) See Related User Reviews ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Mid-Market (51-1000 emp.) 5.0/5 "End-to-End Project Visibility and Profitability Insights with Synergist" 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist Review" 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 busin ##### 3. Steep Learning Curve Users face a **steep learning curve** with Synergist, requiring time and training to master its complexities. [ See 5 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=1633566&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist Review" 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 busin ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Excellent project and accounts management system" 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. ##### 4. Difficult Navigation Users find the **difficult navigation** of Synergist challenging initially, but support helps ease the learning curve. [ See 3 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2250635&qs=pros-and-cons#reviews) See Related User Reviews ![Gary O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gary O.") GO Gary O. Mid-Market (51-1000 emp.) 4.0/5 "It's powerful" 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Excellent project and accounts management system" 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. ##### 5. Difficult Onboarding Users find the **difficult onboarding** process a hurdle, emphasizing the need for extensive training to maximize the system's benefits. [ See 3 mentions ](https://www.g2.com/products/synergist/reviews?filters%5Bsentiment_snippet%5D=2251190&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Synergist Review" 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 busin ![dom c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "dom c.") DC dom c. Enterprise (\> 1000 emp.) 5.0/5 "Gamechanger" What do you dislike about Synergist? The lengthy onboarding process is disheartening but the juice is worth the squeeze ![Vince M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vince M.") VM Vince M. Operations Director Small-Business (50 or fewer emp.) 6/17/2026 "User-Friendly ERP with Stellar Scheduling, Needs Better Integration" 5/5 What do you like best about Synergist? One of the biggest strengths of Synergist is how user-friendly the platform is, along with the technical support. Over the years, the software has continued to evole and improve with each release making the system more intuitive and easier to navigate. Despite being a comprehensive ERP solution with a broad range of functionality, the user interface remains straightforward and accessible for both office and engineers. The standout feature for our business is the scheduling calendar. It provides an excellent visual overview of resourse allocation, helping us schedule jobs more efficiently, improve utilization and respond quickly to customer requirements Review collected by and hosted on G2.com. What do you dislike about Synergist? Integration with other pieces of software, or the CRM software like Salesforce. Althoug the API provides flexibility, business without dedicated technical resources may find it challenging to connect seamlessly to other systems. Review collected by and hosted on G2.com. What problems is Synergist solving and how is that benefiting you? I use Synergist to unify quoting, purchasing, and scheduling in one system, improving clarity on gross margin. It also provides a user-friendly scheduling calendar allowing us to see engineer availability and plan jobs accurately. Without doubt the largest benifit is the abilty to see live data on Gross Margin, accross large projects and simple short jobs. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Mike H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike H.") MH Mike H. Finance Manager Small-Business (50 or fewer emp.) 7/21/2026 "User-Friendly Fit for Our Company, with Quick and Helpful Support" 5/5 What do you like best about Synergist? iIt was very user friendly and suited our company size, as well as how we manage our projects and revenue Review collected by and hosted on G2.com. What do you dislike about Synergist? some elements were not as intuitive as. we would have liked, but the support was always quick and helpful and they even took on board some of our suggestions for future releases. Review collected by and hosted on G2.com. What problems is Synergist solving and how is that benefiting you? It was giving us a clear resource view of our team, as well as freelance help. Up to time charges and revenue recogntion Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Paula M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula M.") PM Paula M. Head of Finance Mid-Market (51-1000 emp.) 2/26/2026 "End-to-End Project Visibility and Profitability Insights with Synergist" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Sophie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sophie L.") SL Sophie L. Senior Account Manager Small-Business (50 or fewer emp.) 5/26/2026 "Comprehensive Workflow Management with Stellar Support" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Synergist? Sometimes I find it a little tricky to navigate, but the user support helps me pretty much immediately! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 1/7/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Synergist: A Great All-in-One Solution for Agencies" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Eileen G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eileen G.") EG Eileen G. Senior Financial Controller Small-Business (50 or fewer emp.) 5/20/2026 "Real-Time Visibility and Control Over Deferred & Accrued Income" 5/5 What do you like best about Synergist? Real time visibility along with being able to control deferred and accrued income Review collected by and hosted on G2.com. What do you dislike about Synergist? I don't really have any dislikes and they are constantly improving the system Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JJ Justina J. Operations Lead Small-Business (50 or fewer emp.) 8/11/2025 "Best all-round agency management system out there" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Adrian W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adrian W.") AW Adrian W. Graphic Designer & Artworker Small-Business (50 or fewer emp.) 6/25/2026 "Rich Project Details That Keep Getting Better" 4/5 What do you like best about Synergist? The project information and detail within Review collected by and hosted on G2.com. What do you dislike about Synergist? UI could be better, however it better with each update Review collected by and hosted on G2.com. What problems is Synergist solving and how is that benefiting you? Tracking and managing resource versus projects Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 9/18/2025 "Great onboarding so we could move our scheduling and capacity managent" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting") UC Verified User in Consulting Small-Business (50 or fewer emp.) 8/12/2025 "The Power of Synergist" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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