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Synergist

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

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JJ
Justina J.
08/11/2025
Validated Reviewer
Verified Current User
Review source: Organic

Best all-round agency management system out there

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.
James S.
JS
James S.
08/11/2025
Validated Reviewer
Review source: Organic

Synergist User

Costing functionality, purchasing and timesheet reconciliation
Lis A.
LA
Lis A.
Founder & Director of AMBITIOUS, a leading strategic comms agency specialising in corporate & b2b communications | PR Week Top 150 B2B Agency | CoChair Bristol Creative Industries | Thoughtful Leadership podcast
08/11/2025
Validated Reviewer
Review source: Organic

Platform is easy to navigate - so important for the client service team who use it daily.

Relevant to our sector - creative industries. Access to training & support - so many platforms don't have the right back up when you need it, Synergist does. Onboarding is brilliant & ongoing support is though tips, advice, industry insight is in valuable. Reports - tailored & accessed

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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