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Synergist

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27 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.6
Serving customers since
2003
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Synergist Reviews

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Paula M.
PM
Paula M.
02/26/2026
Validated Reviewer
Verified Current User
Review source: Organic

End-to-End Project Visibility and Profitability Insights with 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.
Verified User in Marketing and Advertising
AM
Verified User in Marketing and Advertising
01/07/2026
Validated Reviewer
Verified Current User
Review source: Organic

Synergist: A Great All-in-One Solution for Agencies

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.
Verified User in Public Relations and Communications
AP
Verified User in Public Relations and Communications
12/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

Synergist Review

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.

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HQ Location:
Bollington, England, United Kingdom

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What is Synergist?

Synergist is a UK-based company that offers a comprehensive project management software designed to streamline operations for project-based businesses. Their solution targets creative agencies, consultancies, and service-based industries, providing tools that aid in project tracking, workflow management, and financial oversight. The platform emphasizes improving productivity, enhancing decision-making, and boosting profitability by offering features like real-time project visibility, budget management, time tracking, and detailed reporting. Synergist prides itself on delivering a user-friendly interface and robust support to ensure clients can maximize the benefits of their software, thus making it easier for businesses to manage projects efficiently from inception to completion.

Details

Year Founded
2003
Ownership
Private