---
description: Learn more about Synergist. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Synergist Reviews, Cost & Features | GetApp Australia 2026
---

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# Synergist

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> The UK's leading agency management software. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.
> 
> Verdict: Rated **4.7/5** by 40 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Synergist

• Synergist gives your team everything they need to make sure projects are on time, on budget and efficient.&#10;&#10;• With real-time insights into each project, client and service's profitability, you can see where you’re overservicing and where your areas of focus need to be. &#10;&#10;•  View capacity by team, skill or individual, so you know where you have hours to sell and where you might have resourcing issues.&#10;&#10;•  See how winning work would impact your capacity and revenue forecasts.&#10;&#10;•  Simple drag-and-drop scheduling makes booking time into your team's schedule easy.&#10;&#10;• Use planning tools such as Gantt Charts and Kanban boards to visualize workflows, assign tasks, track status, and get an overview of workloads.&#10;&#10;•  Discover issues and trends using the Synergist live dashboards and reporting suite for forecasting, capacity tracking, sales income, and more.&#10;&#10;• Generate custom reports and graphs using the integrated analytics tools. &#10;&#10;• Integrate with third-party accounting systems such as Xero, Quickbooks, Sage 50, Microsoft Dynamics GP, Epicor, and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 40 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.6/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Synergist Express
- **Location**: Bollington, UK
- **Founded**: 2003

## Commercial Context

- **Starting Price**: GBP 13.00
- **Pricing model**: Per User
- **Pricing Details**: Synergist offers three tiers with progressively advanced functionality. Each tier has a minimum monthly subscription.&#10;&#10;\* Foundation: Everything you need to manage and grow your agency.&#10;&#10;\* Professional: Adds multi-job quoting, tender management, scheduled reports, timesheet approval workflows, custom document layouts, security configurations, departmental revenue analysis and API support.&#10;&#10;\* Enterprise: Adds unlimited trading companies, multi-job revenue managment, consolidated purchase orders and an enterprise SLA.&#10;&#10;If you need a feature from a higher tier before your monthly total reaches that tier’s minimum, you can add selected features for a small monthly fee.
- **Target Audience**: 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United Kingdom

## Features

- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Approval Process Control
- Assignment Management
- Audit Trail
- Availability Management
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Bills of Material
- Budget Management
- Budgeting/Forecasting
- Business Process Automation
- CRM

## Integrations (18 total)

- Access Financials
- Dropbox Business
- Google Calendar
- Google Drive
- HubSpot CRM
- MYOB Business
- Microsoft 365
- Microsoft Outlook
- OneDrive
- Pegasus
- QuickBooks Desktop
- QuickBooks Online Advanced
- Sage 200
- Sage 300
- Sage 50 Accounting

... and 3 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Advertising Agency Software](https://www.getapp.com.au/directory/299/advertising/software)

## Related Categories

- [Advertising Agency Software](https://www.getapp.com.au/directory/299/advertising/software)
- [Display Advertising Software](https://www.getapp.com.au/directory/612/display-advertising/software)
- [Oil and Gas Software](https://www.getapp.com.au/directory/660/oil-gas/software)
- [Job Costing Software](https://www.getapp.com.au/directory/1243/job-costing/software)
- [Project Tracking Software](https://www.getapp.com.au/directory/1457/project-tracking/software)

## Alternatives

1. [ServiceTitan](https://www.getapp.com.au/software/104311/servicetitan) — 4.3/5 (325 reviews)
2. [Premier Construction Software](https://www.getapp.com.au/software/104749/premier) — 4.7/5 (287 reviews)
3. [Jobber](https://www.getapp.com.au/software/90723/jobber) — 4.6/5 (1420 reviews)
4. [QuickBooks Time](https://www.getapp.com.au/software/9623/tsheets) — 4.7/5 (6996 reviews)
5. [ClockShark](https://www.getapp.com.au/software/106791/clockshark) — 4.7/5 (1910 reviews)

## Reviews

### "Synergist" — 5.0/5

> **Julie** | *4 September 2024* | Computer Software | Recommendation rating: 8.0/10
> 
> **Pros**: A central point of truth - opportunities becoming projects etc.  Good for billing and timesheets. Charge codes by departments/team members in particular we have found useful.
> 
> **Cons**: It took a while for us to work out what suited us best, and we had to do quite a bit of work to get the system to do what we needed it to.  We did have a lot of support provided.  Prep work and having a good understanding of what you want the system to do is important.
> 
> A work in progress (mainly as we wasn't sure what we needed it to do, very trial and error in the beginning).  We had a lot of support and had bespoke training provided.

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### "Finn Synergist implementation with Agency Works" — 5.0/5

> **Matthew** | *29 October 2024* | Public Relations & Communications | Recommendation rating: 9.0/10
> 
> **Pros**: I like the fact that it is a fully comprehensive operational management solution. It offers a fully integrated approach from quoting and estimating, to resource scheduling, to project and operational management and reporting i.e. all in one place and all consistent.
> 
> **Cons**: Because it is such a comprehensive solution with lots of functionality and options, it can be  a little complex to get your head around at first. However, with some pre-planning and help from experts like Agency Works, processes can get embedded pretty quickly.
> 
> Definitely requires some investment in time, money and effort, but if done properly, will pay back with interest.

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### "Great software once fully implemented" — 4.0/5

> **Nikki** | *6 December 2016* | Recommendation rating: 5.0/10
> 
> **Pros**: Flexbility
> 
> **Cons**: Complexity
> 
> Synergist is worth the patience required to get it up and running. Its complex but this complexity makes it versatile. It has taken us many man hours to implement but we confident that this investment should pay off in the future

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### "I couldn't do my job without it" — 5.0/5

> **James** | *23 July 2024* | Public Relations & Communications | Recommendation rating: 8.0/10
> 
> **Pros**: I can see at a glance what our billing plans are across the company for the coming months.
> 
> **Cons**: It takes a little bit of time to get used to at the start.&#10;There are a lot of filters on the reporting, which can make it tricky to run basic reports.
> 
> Great. It gives me to the tools I need to keep on top of my both my clients and the whole company's clients.

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### "Great agency project management tool" — 5.0/5

> **Stuart** | *2 April 2024* | Information Technology & Services | Recommendation rating: 8.0/10
> 
> **Pros**: Synergist has a lot of very useful features to help support the running of a busy agency and its projects all of the way through their lifecycle. It sits at the heart of our agency, is used daily across the business, and has allowed us to make many data-driven decisions over the past five years. Our core use for Synergist is:&#10;- tracking opportunities,&#10;- building quotes,&#10;- monitoring billing plans,&#10;- resource scheduling,&#10;- time recording,&#10;- invoicing, &#10;- utilisation reporting&#10;&#10;Synergist is bigger than this though as it has many other features.
> 
> **Cons**: Its vastness is also a challenge - there is so much it can do that we typically feel behind the curve on its use. This isn't too much of Synergist's fault though. The admin-side of agency life is a balancing act between efficiently staying on top of admin versus focusing on clients and their projects.

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## Links

- [View on GetApp](https://www.getapp.com.au/software/108511/synergist)

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| de-AT | <https://www.getapp.at/software/108511/synergist> |
| en | <https://www.getapp.com/project-management-planning-software/a/synergist/> |
| en-AE | <https://www.getapp.ae/software/108511/synergist> |
| en-AU | <https://www.getapp.com.au/software/108511/synergist> |
| en-CA | <https://www.getapp.ca/software/108511/synergist> |
| en-GB | <https://www.getapp.co.uk/software/108511/synergist> |
| en-IE | <https://www.getapp.ie/software/108511/synergist> |
| en-NZ | <https://www.getapp.co.nz/software/108511/synergist> |
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| es | <https://www.getapp.es/software/108511/synergist> |
| es-CL | <https://www.getapp.cl/software/108511/synergist> |
| es-CO | <https://www.getapp.com.co/software/108511/synergist> |
| es-MX | <https://www.getapp.com.mx/software/108511/synergist> |
| fr | <https://www.getapp.fr/software/108511/synergist> |
| fr-BE | <https://fr.getapp.be/software/108511/synergist> |
| fr-CA | <https://fr.getapp.ca/software/108511/synergist> |
| nl | <https://www.getapp.nl/software/108511/synergist> |
| nl-BE | <https://www.getapp.be/software/108511/synergist> |

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