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Description of Synergist

It delivers end-to-end agency management—project planning, resource scheduling, financial tracking and reporting—in one unified cloud platform.

Who is Synergist suitable for?

Synergist is designed for creative, digital, marketing, PR agencies and professional service consultancies of any size.

Company size

What size of company is this software suitable for?

11-500+

Support

How can you contact the supplier?

Test period

Can I get a free trial?

Yes

No

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Synergist product features

Case Management Systems

360 view (oneview in real time)

Customize & model reports

Deviation management

Integration with ERP/ CRM

Mobile-friendly interface

Statistics & follow-up module

Triggers

Webhooks & API

Project Management Tools

Checklist for self-checks

Customer access for project status

Document management

Invoice documents

Material reports

Performance analysis/ cost monitoring

Personnel logbook

Quotation tool

Scheduling

Supplier invoice

Support for KMA

Time reporting

Resource Planning Software

Analytics

Budget

Contact register

Invoice management

Project management

Scheduling

Time reporting

Wage base

Work orders

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