--- title: "Synergist Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Synergist Software - reviews, pricing plans, popular comparisons to other Display Advertising products and more." source_url: "https://www.capterra.com/p/124869/Synergist/" page_type: "product" language: "en" --- # Synergist Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Synergist ## What is Synergist? Synergist is an all-in-one agency and project management system designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. For the past 20 years, we’ve been crafting our agency software, turning it into one which has helped to drive over 1,000 of the UK’s leading agencies forward. ## What is Synergist used for? [Job Costing](https://www.capterra.com/job-costing-software/)[Project Tracking](https://www.capterra.com/project-tracking-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 95% Neutral 5% Negative 0% Starting price £13 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Synergist?[Manage this product listing](https://www.g2.com/products/synergist/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Synergist 4.7 (41) VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price £13 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (41) Ease Of Use 4.6 (1,446) Value For Money 4.5 (39) Value For Money 4.4 (1,249) Customer Service 4.9 (39) Customer Service 4.6 (1,399) ## Synergist alternatives [4.3 (341)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (2,676)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [RIB Candy](https://www.capterra.com/p/126567/Candy/) [4.5 (252)](https://www.capterra.com/p/126567/Candy/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/126567/Candy/) [View all alternatives](https://www.capterra.com/p/124869/Synergist/alternatives/) ## FAQs about Synergist Overview ### Which roles and teams benefit most from Synergist? Synergist is most used by operations leaders, agency directors, and finance teams that need tighter control over delivery, resources, and profitability. Operations managers use it to schedule work and streamline workflows, while executives monitor performance and finance leaders track budgets, invoicing, and commercial health across client projects. Answer based on 39 reviews Overview ### What company size and industries is Synergist built for? Synergist is built mainly for small agencies and consultancies, with 97% of reviewers from small businesses and 43% from marketing and advertising. It also serves design firms at 16% and public relations and communications teams at 11%, aligning with marketing, creative, digital, PR, and professional services organizations of 10 to 500 people. Answer based on 41 reviews Features and Usability ### What are the key features of Synergist? Synergist offers project management, time tracking, budgeting and forecasting, billing and invoicing, and resource management. It also includes Gantt/timeline view, Kanban board, task scheduling, workflow management, reporting and analytics, access controls, and third-party integrations for managing projects, costs, and team activity. Integrations ### Which third-party tools and platforms does Synergist integrate with? Synergist integrates with over 10 third-party tools, including accounting and productivity platforms such as Xero, Sage 50 Accounting, QuickBooks Online Advanced, QuickBooks Desktop, Sage Intacct, Microsoft 365, Google Drive, Dropbox, and HubSpot CRM. It also connects with Microsoft Outlook, Google Calendar, OneDrive, Access Financials, MYOB Business, Sage 200, Sage 300, Sage Accounting, and Pegasus. Answer based on 13 reviews Getting Started and Support ### What training and onboarding options does Synergist offer? Synergist provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided learning, webinars offer scheduled instruction, documentation gives written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 5 reviews Getting Started and Support ### What customer support options does Synergist offer? Synergist provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. Users often describe the support team as responsive, knowledgeable, and helpful for both technical questions and strategic guidance, with the helpdesk and ongoing assistance frequently noted as strong points. Answer based on 6 reviews Ease of use ### Is Synergist easy to use? Synergist feels intuitive for day-to-day agency work, but the broader platform can take time to learn fully. Marketing teams, project managers, and finance users often find the interface easy to navigate once trained, while more complex setup, revenue workflows, and advanced features can make early adoption harder. Answer based on 15 reviews ## Features AI summary Based on 1,382 Display Advertising reviews Capterra data shows that buyers of job costing software rank the following features as their top priorities: - **Billing & Invoicing** (**62%** of reviewers rated this feature as critical) - **Timesheet Management** (**54%**) - **Quotes/Estimates** (**64%**) Synergist supports all three features that reviewers rate highest: **Billing & Invoicing**, **Timesheet Management**, and **Quotes/Estimates**. Together, these capabilities help businesses create accurate estimates, track time against jobs, and manage client billing more efficiently, allowing teams to keep project costs under control and improve financial visibility from quote to payment. Billing & Invoicing 4.9 (16) 93.75% of 16 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Timesheet Management 4.8 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Track the amount of time spent on a job or task Time Tracking 4.4 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Invoice Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes Task Management 4.3 (12) 50.00% of 12 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Project Time Tracking 4.8 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Measure time to completion or hours worked for projects Synergist 118 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Cost Estimating: Forecast the cost and resources required to complete a project - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Tracking: Record and follow the progress of every issue - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Labor Cost Reporting: Report on the allocation and distribution of labor costs across projects - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - Multiple Projects: Ability to handle several projects simultaneously - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Production Management: Manage the end-to-end production process for manufacturing operations - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Request: Approve or reject incoming requests for resources based on need and user permissions - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Skills Tracking: Track employee skills, competencies, training & qualifications - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Utilization Reporting: Track the frequency of asset usage - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (41) 4.6 Based on 41 reviews ## Pricing Value for money 4.5 (39) [View pricing plan details](https://www.capterra.com/p/124869/Synergist/pricing/) Timesheet user £13.00 Per User,Per Month Full users £33.00 Per User,Per Month Value for money 4.5 (39) 4.5 Based on 39 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (39) 4.9 Based on 39 reviews ## User reviews Overall rating 4.7 Based on 41 reviews Filter by rating 5(32) 4(7) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent CC Cass C. Managing Partner, Commercial Operations Marketing and Advertising ### "Synergist Revenue Management and Improved Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 10, 2026 We have been on a journey with Synergist and the team. We have had Synergist for many years but never quite used it to it's potential, so the last 6-8 months has been a huge learning curve for us to get the best information out of Synergist (by putting the best info in). We couldn't have done this without the support from \[sensitive content hidden\] and the team and are looking forward to Synergist providing us with much more accurate reporting and data going forward. Pros The customer support is brilliant with Synergist, the helpdesk are very responsive and clearly have great knowledge of their product. The Revenue Recognition Module has been game-changing for us in terms of accurate reporting, and we are looking forward to seeing the benefits from switching on Department Revenue Analysis too. Cons Complex for things like Revenue Recognition across multi job invoicing and departmental revenue analysis (at the beginning) Alternatives considered [Paprika](https://www.capterra.com/p/10029941/Paprika/) Reasons for choosing Synergist Better interface and more suited to our business Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Terry B. Lead Studio Manager Marketing and Advertising ### "Thoroughly recommend using Synergist as your Agency single source of truth" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 7, 2026 I highly recommend both Synergist and Agency Works to any Agency looking to consolidate their systems/data. Working on Synergist is clear and the support team as well as working with Agency Works has been invaluable. Pros The benefit of using Synergist is having core, valuable data all in one place. The power of having a single source of truth gives great strength to agencies in making informed choices based on accurate data. Being able to see and access project and client data together. Using it's CRM, creating estimates and invoices, to scheduling resources in one place. Pulling reports based on that combined data and ease agency meetings with live and accurate data is Synergist at it's best! Especially now the system is regularly getting updates, they listen to feedback and strive to make their system as powerful and useful as possible. Improving functionality and UI all the time. Cons The current downsides are some restrictions on pulling reports and what you can see within the system versus exporting reports. But I know they're currently working to improve that. The other is that once you're fully utilising the system it can be a little slow sometimes as a SaaS. But that is common amongst these types of systems. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AN Anonymous User Operations Manager Public Relations and Communications ### "Synergist - PLMR Ltd " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 2025 Overall, our experience has been positive when dealing directly with Synergist. In particular, \[sensitive content hidden\] has been supporting PLMR since July, helping us optimise Synergist to its full potential. She is highly knowledgeable and has taken the time to understand our needs, ensuring that we are using the system as effectively as possible. Our work with \[sensitive content hidden\] is continues. Pros Once fully understood, Synergist is an effective tool for providing utilisation data for both clients and consultants. We are excited that, once the system is fully implemented, it will enable us to use a range of tracking tools while removing the need for spreadsheets. Cons On initial use, the system can feel complex, and dedicated training is essential to ensure it is used to its full potential and aligned with our business needs. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) To obtain more client and consultant data Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LF Linda F. Production Director Design ### "Great revenue management tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2025 Synergist has become more than just a project management system for us - it helps us to tie everything together for our delivery and financial performance. The Revenue Management tool, in particular, bridges the gap between project delivery and accounting with features that save time and reduce complexity. Pros Our agency has been using Synergist as our project management and operations tool for years now, and it has proven to be invaluable in helping us manage not just our projects, but also our financial workflows - especially when it comes to accrued and deferred income through the Revenue Management functionality. The customer support is second to none too! Cons Some issues we’ve encountered are related to user experience or scalability, rather than the functionality. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. KV Kayleigh V. Operations Manager Marketing and Advertising ### "Love Synergist!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 7, 2025 Pros It's given us insight and data that we never had access to before and we can make well considered financial decisions based on this data. Cons It has not got all of the functionalities we would like to see. Switched from [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) More features in Synergist and built for agencies. Alternatives considered [Streamtime](https://www.capterra.com/p/133010/Streamtime/) Reasons for choosing Synergist More functionalities and seemed better suited with our future growth goals in mind. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Sophie B. Project Management Graphic Design ### "We love Synergist!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2025 Love it, and couldn't do my job without it! Pros Easy to use, looks good, easy to pick up new features, does everything you need it to, and it's customisable for different people's needs. Cons Just the small random glitches/UX issues it's got really since the update - nothing major! Switched from [Trello](https://www.capterra.com/p/211559/Trello/) It was before I worked here, but I believe synergist offered a lot more in the way of project management/invoicing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Luke P. Creative Services Director Design ### "Synergist review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2025 Excellent really. Best system I've used so far. Pros How intuative it is, the ease of use, the UI and UX, the reporting/data analytics. Cons The resource booking calendar is buggy. The pop up box that comes up when hovering over it is too sensitive and gets in the way of actually booking Switched from [WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) We were not getting enough out of it and it was not giving us what we needed reporting wise Alternatives considered [Streamtime](https://www.capterra.com/p/133010/Streamtime/) Reasons for choosing Synergist It ticked 93% of what we needed in a comparison we did Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Chris B. Head of Integration Marketing and Advertising ### "Indicia Worldwide review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 28, 2025 Pros The end-to-end visibility of data/performance metrics across all projects Cons Customisation options of dashboards for particular teams Alternatives considered [Screendragon](https://www.capterra.com/p/132576/Screendragon/) [Float](https://www.capterra.com/p/136078/Float/) [Adobe Workfront](https://www.capterra.com/p/268205/Adobe-Workfront/) [Wrike](https://www.capterra.com/p/76113/Wrike/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Reasons for choosing Synergist Synergist provided the most detailed and reliable project finances to support all estimating, quoting, forecasting & billing, alongside the project management of jobs to monitor their health Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. IT Ivena T. Finance and Operations Manager Marketing and Advertising ### "Synergist is fantastic" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2024 The system has a very easy to navigate UX and UI so it doesn't take a long time to train people and the system is generally easy to use. We have been using it since 2019 and are still struggling to find anything that it cannot do! The support team are always on hand to help with any technical questions or more strategic advice on how to use the system in the best way. Pros Very detailed and intricate system that captures a lot of information by offering different functionalities and most importantly, all data that is logged can be reported on. Cons It takes a while to utilise the various functionalities and you need to invest time to integrate them into your processes as the system has so much to offer. But once everything starts to be used fully, the system becomes an invaluable part of the business. Switched from [Deltek TrafficLIVE](https://www.capterra.com/p/10002275/TrafficLIVE/) The system wasn't offering us the required functionality and ease of use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NI Nat I. Operations Director Design ### "All run brilliant system! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2024 Pros All round, all in one brilliant project management system! We've used it for years now and it continues to help support our business grow. Cons The UI, but they are working on that. We're looking forward to the impending upgrade. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 15, 2024 Nat, thanks for the brilliant review! Our mission is to deliver the best possible software to help our clients thrive, so we're super pleased to hear that Synergist continues to support your business growth. The new interface design will make Synergist a much lighter and brighter place to be and offer a more user-friendly experience. We hope you love it! [View all Reviews](https://www.capterra.com/p/124869/Synergist/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Jobber vs Synergist](https://www.capterra.com/compare/124869-127994/Synergist-vs-Jobber)