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Synergist

synergist.co.uk

From £300/mo WebWindowsmacOSiOSAndroidAPI
Visit synergist.co.uk
Spec score 7.5 #23 of 29 in Agency Project Management Software

What it is

Synergist is agency management software for coordinating project work, people, and finances. Its scope includes CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing, and reporting. Project tools cover phase and stage plans, Gantt and list views, milestones, dependencies, templates, and budget and profit tracking. The iOS and Android app provides client and job information, task entry, time and expense logging, and receipt photography. Accounting integrations include Xero, QuickBooks, Sage, MYOB, Access, KashFlow, and Pegasus Opera 3; other integrations include Microsoft and Google sign-in, calendar and file services, and HubSpot or Salesforce CRM. An open API supports data sharing and automated record creation. It is offered as a cloud service or on-premise, with browser access and native Windows or Mac server support for on-premise deployments. Plans start at £300 a month for Foundation, with a one-time onboarding fee; the pricing page specifies an initial 12 billing months and three months' notice to cancel.

Spec sheet

What it does
Synergist is agency management software that brings projects, people and financials together, including CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing and reporting.Read 3 Oct 2026 · synergist.co.uk
Deployment
Synergist is available as a cloud service or on-premise, with browser access and native server support for Windows or Mac on-premise deployments.Read 3 Oct 2026 · synergist.co.uk
API
Synergist offers an open API for sharing data with other systems and automating record creation; custom fields and views are available through it.Read 3 Oct 2026 · synergist.co.uk
Security
Synergist says it is ISO 27001 certified and encrypts data in transit and at rest; cloud accounts have separate instances hosted in the UK or EU on AWS.Read 3 Oct 2026 · synergist.co.uk
Support
Telephone and email helpdesk support is available Monday to Thursday 9am–5.30pm and Friday 9am–5pm UK time.Read 3 Oct 2026 · synergist.co.uk
Headquarters
Bollington, Cheshire, United KingdomRead 28 Sep 2026 · synergist.co.uk
Founded
2003Read 28 Sep 2026 · synergist.co.uk
Accounting integrations
Synergist lists accounting integrations including Xero, QuickBooks, Sage, MYOB, Access, KashFlow and Pegasus Opera 3.Read 3 Oct 2026 · synergist.co.uk
Availability
Synergist says it uses reasonable endeavours to keep its cloud service available at least 99.5% of the time.Read 3 Oct 2026 · synergist.co.uk
Mobile app
The iOS and Android app lets users view client and job information, add tasks, log time and expenses, and photograph receipts.Read 3 Oct 2026 · synergist.co.uk
Other integrations
Synergist supports Microsoft and Google sign-in, Outlook and Google Calendar, OneDrive, Google Drive and Dropbox, and HubSpot or Salesforce CRM integrations.Read 3 Oct 2026 · synergist.co.uk
Pricing commitment
The pricing page states an initial term of 12 billing months and says cancellation requires three months' notice.Read 3 Oct 2026 · synergist.co.uk
Project management
Project tools include phase and stage planning, Gantt and list views, milestones, dependencies, project templates and budget and profit tracking.Read 3 Oct 2026 · synergist.co.uk
Who it is for
Synergist is built for creative, marketing, digital, PR and design agencies, as well as professional services consultancies that sell time and expertise.Read 3 Oct 2026 · synergist.co.uk

Plans and prices

Foundation £300 a month Monthly subscription; one-time onboarding fee Minimum subscription £300/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo Read 3 Oct 2026 · synergist.co.uk
Professional £650 a month Monthly subscription; one-time onboarding fee Minimum subscription £650/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo Read 3 Oct 2026 · synergist.co.uk
Enterprise £1,600 a month Monthly subscription; one-time onboarding fee Minimum subscription £1600/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo Read 3 Oct 2026 · synergist.co.uk

Every Synergist plan and price →

Strong points and limits

Strong points

  • Includes resource scheduling, timesheets, billing, and reporting.
  • Project tools include milestones, dependencies, and budgets.
  • Available as cloud or on-premise software.
  • Lists an open API and multiple integrations.
  • iOS and Android apps support time and expense logging.

Limits

  • No free plan is listed.
  • Foundation minimum subscription is £300 a month.
  • A one-time onboarding fee applies.
  • Initial term is 12 billing months; cancellation needs three months' notice.

Who it suits

Synergist is aimed at creative, marketing, digital, PR, and design agencies, as well as professional services consultancies that sell time and expertise. It may suit teams seeking project, staffing, and financial tools in one system.

Verdict

Synergist brings agency project and financial operations together, with cloud and on-premise deployment options. Review the minimum subscription, onboarding fee, and contract terms alongside the per-user charges.

Where Specifiction places it

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