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Synergist
Bollington, Cheshire, United Kingdom
What it is
Synergist is agency management software that brings projects, staffing, and finances together. Its tools cover CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing, and reporting. Project features include phase and stage planning, Gantt and list views, milestones, dependencies, templates, and budget and profit tracking. The iOS and Android app lets users view client and job information, add tasks, record time and expenses, and photograph receipts. Accounting integrations include Xero, QuickBooks, Sage, MYOB, Access, KashFlow, and Pegasus Opera 3; other connections include Microsoft and Google sign-in, calendar and file services, and HubSpot or Salesforce CRM. An open API supports data sharing and automated record creation. Synergist is offered as a cloud service or on-premise, with browser access and native server support for Windows or Mac on-premise deployments. Monthly minimum subscriptions are £300 for Foundation, £650 for Professional, and £1,600 for Enterprise, with a one-time onboarding fee. The stated initial term is 12 billing months, and cancellation requires three months’ notice.
For and against
For
- Project tools include milestones and dependencies.
- Tracks project budgets and profitability.
- Mobile app logs time, expenses, and receipts.
- Offers an open API for data sharing.
- Available as cloud service or on-premise.
Against
- No free plan is listed.
- One-time onboarding fee applies.
- Initial term is 12 billing months.
- Cancellation requires three months’ notice.
The verdict
Synergist brings agency project, resource, and financial workflows together, with mobile apps, integrations, and cloud or on-premise deployment. Its minimum monthly subscriptions, onboarding fee, and contract terms are key considerations.
Who it suits
Synergist is built for creative, marketing, digital, PR, and design agencies, and professional services consultancies selling time and expertise. Its project and financial tools may suit organizations managing staffing, budgets, and billing in one system.
Plans and prices
Foundation
Minimum subscription £300/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo
Read 3 Oct 2026 · synergist.co.uk
Professional
Minimum subscription £650/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo
Read 3 Oct 2026 · synergist.co.uk
Enterprise
Minimum subscription £1600/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo
Read 3 Oct 2026 · synergist.co.uk
On the record
- Accounting integrations
- Synergist lists accounting integrations including Xero, QuickBooks, Sage, MYOB, Access, KashFlow and Pegasus Opera 3.synergist.co.uk · read 3 Oct 2026
- API
- Synergist offers an open API for sharing data with other systems and automating record creation; custom fields and views are available through it.synergist.co.uk · read 3 Oct 2026
- Availability
- Synergist says it uses reasonable endeavours to keep its cloud service available at least 99.5% of the time.synergist.co.uk · read 3 Oct 2026
- Deployment
- Synergist is available as a cloud service or on-premise, with browser access and native server support for Windows or Mac on-premise deployments.synergist.co.uk · read 3 Oct 2026
- Mobile app
- The iOS and Android app lets users view client and job information, add tasks, log time and expenses, and photograph receipts.synergist.co.uk · read 3 Oct 2026
- Other integrations
- Synergist supports Microsoft and Google sign-in, Outlook and Google Calendar, OneDrive, Google Drive and Dropbox, and HubSpot or Salesforce CRM integrations.synergist.co.uk · read 3 Oct 2026
- Pricing commitment
- The pricing page states an initial term of 12 billing months and says cancellation requires three months' notice.synergist.co.uk · read 3 Oct 2026
- Project management
- Project tools include phase and stage planning, Gantt and list views, milestones, dependencies, project templates and budget and profit tracking.synergist.co.uk · read 3 Oct 2026
- Security
- Synergist says it is ISO 27001 certified and encrypts data in transit and at rest; cloud accounts have separate instances hosted in the UK or EU on AWS.synergist.co.uk · read 3 Oct 2026
- Support
- Telephone and email helpdesk support is available Monday to Thursday 9am–5.30pm and Friday 9am–5pm UK time.synergist.co.uk · read 3 Oct 2026
- What it does
- Synergist is agency management software that brings projects, people and financials together, including CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing and reporting.synergist.co.uk · read 3 Oct 2026
- Who it is for
- Synergist is built for creative, marketing, digital, PR and design agencies, as well as professional services consultancies that sell time and expertise.synergist.co.uk · read 3 Oct 2026
