About Synergist

Synergist is a project management solution suitable for midsize organizations in the UK. It offers cloud-based and on-premise deployments and provides tools to help users manage time and expenses, job costing and scheduling, communication and reporting. Users can enter time on- or off-site using a browser-based timesheet that is mobile-friendly or through the Synergist mobile app. Other features include project costing, quoting and estimating, billing and purchasing. The drag-and-drop interface allows users to manage scheduling, and other tools enable users to plan for capacity, projects and jobs. Integrations include Flowzone, which provides document management features as well as various email clients. Customer relationship management tools help users log client interactions as well as manage correspondence and job alerts. Reporting tools include a drag-and-drop interface, a variety of dashboards and report scheduling. Pricing is per user per month. Support is provided over the phone and via email.
Synergist Software - Sales dashboard
Synergist Software - Reports
Synergist Software - Management dashboard
Synergist Software - Gantt chart
Synergist Software - Data viewer
Synergist Software - Mobile view
Synergist Software - Sales dashboard - thumbnail
Synergist Software - Reports - thumbnail
Synergist Software - Management dashboard - thumbnail
Synergist Software - Gantt chart - thumbnail
Synergist Software - Data viewer - thumbnail
Synergist Software - Mobile view - thumbnail

Synergist pricing

Synergist does not have a free version. Synergist paid version starts at GBP 19.00/month.

Starting Price:
GBP 19.00/month
Free Version:
No
Free trial:
N/A

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Synergist Reviews

Feature rating

Value for Money
4.5
Functionality
4
Ease of Use
3.5
Customer Support
5
5 reviews of 11 View all reviews
Phil R.
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 28/10/2017

Synergist is great for time based businesses where you need to track and manage your teams

Productivity, reporting, profitability, better management of people and time.

Pros

It has enabled my agency to understand the hours spent on client work, helped manage utilisation and productivity of the agency. It has helped agency profitability. It has helped us manage over servicing and most importantly where our team are being overworked or working too many hours.

Cons

Nothing really in the cons - other than some people might find it labour intensive on top of the client work they are doing.

Gary B.
  • Industry: Design
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 21/01/2021

Synergist is pivotal to our profitability as an agency

The ability to track our time and analyse the profitability of our jobs has really helped improve our future quoting and planning. Forecasting tools also help us plan effectively as a business.

Pros

Synergist is a robust and tailored workflow management software which we use from budgeting and quoting through to invoicing. Our success as an agency has come through leveraging the reporting tools and insights that Synergist allows us to capture and analyse.

Cons

Synergist has expanded to overlap with task management software. It is not a feature we currently use as it doesn’t offer the same level of user experience as more established software in this niche. We don’t find this an issue as it does what we require of it very well.

Debra S.
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
4

3
Reviewed on 12/09/2017

Overall, pleased with the software as it is a 'whole approach in one place' .

One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.

Pros

One central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !

Cons

Data Reviewer reporting isn't as simple as we would like it.
We would like more things bespoking to our company.
Calendar bookings if far too complicated for our needs.

Response from Synergist Express

Thanks for taking the time to leave a review Debra. Great to hear you're pleased with the system and have benefited from the efficiencies of bringing all aspects of your projects into one central place. The Data Viewer has proved to be a very popular reporting tool and we receive many requests from customers looking for more advanced options within this to create more complex reports. To deliver a solution to the overwhelming majority of these enhancement requests, we've had to enhance the Data Viewer with additional options whilst maintaining the drag and drop style approach. I take on board your feedback on this and will pass this to the product development team. The same applies to the calendar bookings tool which has been developed to meet the needs of most project based businesses. If your calendaring needs are particularly simple then its functionality may exceed your current needs. Many Thanks - Nick Lane - Commercial Director

Replied 26/10/2017
Rebecca F.
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/07/2017

Synergist provides our small Engineering company with all the functionality we need to be...

Better business management, reporting and trustworthy information.

Pros

Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible. Reporting is brilliant and again is an adaptable dependent on the needs. Synergist has allowed us to scrap unreliable excel spreadsheets and allows ONE centre for updating the whole company. Synergist has proven easy to learn also for our new starters who average about a week to understand the basics and roughly a month to get to a "superuser" level.

Cons

Running reports takes a little time to get your head round how the data interacts but once you do its great.

Verified Reviewer
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 25/10/2017

Great product with fantastic suppport

Improvements in agency reporting leading to better and more profitable customer relationships.

Pros

Reporting and analysis of projects and clients is second to none. We have improved client and agency profitability and process by a significant margin using Synergist.

Cons

UI could be better, but does not distract greatly from solutions overall performance. I believe a new version out soon should provide a better experience.

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