Leading job costing & project management system helping agencies & consultancies take control of their business.
    Overview

    Synergist is the business management system for project based organisations of between 15 and 600 users, delivering total project visibility and live business intelligence to run multiple projects simultaneously.

    It has particular strengths in staff scheduling, project financials and pulling everything together into one system, from project communications of work requests to drag-and-drop scheduling and reporting, visual dashboards, alerts, billing, business pipeline management, profitability by client / project type, work in progress, revenue recognition and team utilisation.

    Synergist has an intuitive browser UI, native Android / iOS apps, integration to Xero and an extensive API.

    Synergist is renowned for its scalability and for the quality of its support.

    Explore all features of Synergist

    Synergist + Xero

    Synergist delivers close integration with Xero, ensuring a smooth workflow. For example, transfering batches of sales invoices from Synergist to Xero is achieved in just a couple of clicks. Approved purchase invoices are also transferred in the same manner. Synergist offers a pre-flight test to ensure all transactions will be accepted by Xero prior to transfer.

    It also offers transaction-level support for nominal codes as well as two Xero tracking codes e.g. Team and Job Number.

    Reviews & ratings

    5.0
    2 Reviews
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    AO
    Accounts Oban
    Posted
    We went live with Synergist in April 2014 and its been a revelation in the way we conduct business. Now every member of the team is focused on project profitability and Synergist gives us the tools to anticipate and therefore effectively manage overruns by feeding back to the client. In the past the business would usually take the hit due to project scope creep but now we have detailed hours/costs data at our disposal we can make informed decisions. We had demo's on several project management tools prior to choosing Synergist but felt that the comprehensive set up and training that Synergist offered compared to other systems enabled us to ensure we got the most from the system quickly-and our instincts were correct. It interfaces well with XERO and invoice/expense posting is seamless The ongoing help/support team is excellent also and provides a very quick turn around to any of our queries. I'd have no hesitation in recommending Synergist
    KL
    Katie Llewelyn
    Posted
    We’ve been users of Synergist for some time and it’s proven to be a really good solution for a growing Design Agency (now 30 people). The latest version has improved the look of the web interface that the team use for timesheets etc and it offers the tools needed by account handlers and production to run the jobs efficiently. From a finance perspective it’s a powerful solution with some great reporting tools, but it’s the support team that really stands out. They offer an excellent service and whenever you call the person answering can deal with almost any question there and then. Email get’s an equally prompt response, but it’s reassuring to know there is a knowledgeable person available by phone whenever you need them. The interface to Xero does exactly what you would want and just works.
    Additional info

    App details

    Added in 2016

    Countries

    Australia, Global, New Zealand, United Kingdom, United States

    Languages

    English

    Support

    Integration walkthrough

    Contact

    +44 1625 572 690

    Follow

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