Synergist Reviews

I use Synergist for managing everything, including invoicing, scheduling, job tracking, and profit tracking. I love the data analytics views and flexible column views. It's great how it allows us to get into the data in a user-friendly way and connect all of the workflows within our business easily. The support from the team is great, especially the Superuser Syncs, and even when I find it a little tricky to navigate, the user support helps me pretty much immediately.

Sometimes I find it a little tricky to navigate, but the user support helps me pretty much immediately!

I use Synergist for invoicing, scheduling, job tracking, and profit tracking. It lets us access data easily and connect all workflows within our business.

.Real time visibility along with being able to control deferred and accrued income

I don't really have any dislikes and they are constantly improving the system

Better project management, the ability to produce billing plans helping resourcing and cash flow forecasting

Synergist has become a really strong platform for our agency, especially since we made the decision to manage workflow and capacity through it rather than relying on a standalone scheduling tool . What we particularly value is the end-to-end visibility Synergist gives us across client projects and the full project lifecycle, from quote through to invoicing. It acts as a single source of truth, providing real-time insight into both profitability and resource usage, which helps us make better day-to-day decisions with confidence.

For some colleagues, especially those who only use Synergist lightly for a handful of tasks, it can occasionally feel a bit overcomplicated.

Synergist has benefited us by giving us real-time data we can trust to make faster, better decisions, providing clear visibility of resource gridlocks and enabling us to actively manage and improve job profitability

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!

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.

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.

The system provides business-critical data that is essential for running the business and informing decision-making.

We've been using Synergist for over 6 years and it is one of our most important internal tools we use which gives us in depth information about our financials, resourcing and project costs. The system is intuitive and easy to use and navigate and has a number of different function areas. The best feature is the reporting tool which allows you to report across any of the areas in custom reports that you can easily put together.

There isn't anything I dislike about Synergist, the support team resolve any issues very quickly and bug fix updates are pushed out frequently so the system is always being kept up to date.

Sales invoicing, purchase and expense management, resourcing, sales forecasting, project tracking, time logging, reporting, revenue recognition.

Improved Operational Efficiency and Better Resource Planning & Workload Management

Sometimes the multiple ways of doing the same thing mean that teams use it inconsistently.

We are working towards better decision making through Data & analytics without over-engineering it.

.Gave us visibiilty on our agency ooperations, allowed us to identify weaknesses - gave us broad view on the granular things

The lengthy onboarding process is disheartening but the juice is worth the squeeze

managing agency operations on a day to day basis

Our agency has been a customer pf Synergist for a number of years but we've not necessarily been using it to it's full potential. We've recently made the business decision to manage workflow and capacity via Synergist and first we were skeptical about the usability when compared to a specific scheduling tool such as Float or Resource Guru.

I'm pleased to say I was wrong. There have been significant improvements in v14 to how these features work and our migration has gone swimmingly.

Such a great system, all encompassing and super user friendly.

Customer support is easy to access and the flexibility of the system makes it easy to flex needs from company to company

The older system was harder to bend to the company's changing needs, but since going online the system is 10000% better. No negatives yet.

Resource, time planning, month end processes, task management, job costings & quoiting