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.

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.

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.

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.

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.

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.

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.

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.

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.

Real time visibility along with being able to control deferred and accrued income Review collected by and hosted on G2.com.

I don't really have any dislikes and they are constantly improving the system 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.

The project information and detail within Review collected by and hosted on G2.com.

UI could be better, however it better with each update 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.