Synergist Express

Synergist

4.5 / 5 9 reviews

Who Uses This Software?

Synergist is the leading job costing and project management system for creative/digital agencies, consultancies and other project organisations requiring control and visibility of their business.


Average Ratings

9 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
  • Pricing Details
    £49 / full user, £19 / timesheet user. Volume discounts for larger systems.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Synergist Express
  • www.synergist.co.uk/
  • Founded 2003
  • United Kingdom

About Synergist

Gain control of your projects and your business by pulling everything together into one view. Synergist is the UK's leading job costing and project management system for agencies, consultancies and in-house departments.


Synergist Features

  • Bills of Material
  • Budgeting & Forecasting
  • Change Orders
  • Cost-to-Completion Tracking
  • Invoice Management
  • Overrun Reporting
  • Percent-Complete Tracking
  • Production Cost Tracking
  • Purchase Order Management
  • Quotes / Estimates
  • Time Tracking
  • Work Order Management
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Budget Management
  • Issue Management
  • IT Project Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking

Synergist Reviews Recently Reviewed!

85a35237d1c55b36924d4f43a52c7bca

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

Oct 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

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

Great product with fantastic suppport

Oct 25, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

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

The best integrated job costing solution for professional services I have worked with in 20 years.

Oct 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Having scheduling, job management, forecasting, costing all in one module is a rarity. The system integrates very well and gives fluidity through the job process

Cons: A plus and minus, having too many options within configuration can get a little confusing and we personally changed our set up from the original mapped out system plan.

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

Sep 12, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

Vendor Response

by Synergist Express on October 26, 2017

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

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

Jul 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Better business management, reporting and trustworthy information.

A must have job management tool

Jul 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The fact it can manage all aspects of job management, through Quoting to Invoicing, whilst utilising as many or as little features in between.

Cons: Not all features are available in the cloud based version yet - However, this may change soon though!

Overall: Full business visualisation

A great piece of software ideal for any consultancy who want to plan and track clients projects!

Jul 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Great at managing everything from initial enquiry, estimating, project & company commercials and tracking live projects for all your clients.

Cons: It's only as good as the information and effort you put into it. Detailed training and customisation is required prior to using in anger, but once set up correctly is fantastic.

Overall: Helps to track all of our projects commercially and plan resource/workload.

New to Synergist

Dec 14, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We are currently learning the system with a view to rolling it out within the company early part of next year. We are still getting to grips with it all and find that the customer services are very helpful. We are looking forward to the new version being rolled out in the new year.

Great software once fully implemented

Dec 06, 2016
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Flexbility

Cons: Complexity

Overall: 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

Recommendations to other buyers: Dedicate a team of at least 2 people to focus on the implementation

Vendor Response

by Synergist Express on October 31, 2017

Hi Nikki, thanks for taking the time to review Synergist, we really appreciate it. As you've invested the time upfront to tailor Synergist to your business, you'll save a lot of time down the line. Thanks again.