Synergist Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Starts from $300 / month
HMA
TSC
ArmStrong B2B
Clevercherry
ecusTrusted by many companies including HMA
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What is Synergist?
Synergist is a comprehensive agency management software designed to help agencies streamline operations and achieve strategic growth. By simplifying complex workflows, Synergist transforms chaotic, disorganized environments into efficient, streamlined operations. With its intelligent tools for project management, resource planning, budgeting, and reporting, the platform enables agencies to stay on top of their work, improve collaboration, and make data-driven decisions that foster growth. Whether managing multiple clients or overseeing large teams, Synergist provides a unified solution that enhances productivity, reduces inefficiencies, and ultimately drives agency success.
Pricing
Starts from $300 / month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Synergist Software Demo
Synergist was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Synergist
- Team types
- Large Enterprises, Medium Business
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Connect with the team for a personalised demo.
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What is the pricing of Synergist?
Synergist Pricing Plans
Foundation
$300
/month
Hundreds of features
Unlimited clients
contacts
opportunities
jobs and tasks
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Professional
$650
/month
Includes all Foundation features
Multi-job quoting and quoting with options
Scheduled reporting
Timesheet approval workflows
Tender management
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Enterprise
$1600
/month
Includes all Professional features
Unlimited trading companies
Email integration
Revenue recognition
Multi-job revenue management
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- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of Synergist?
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
An expense report is a feature that allows users to track and manage their business-related expenses. It allows individuals or organizations…
Keeping track of your expenses is a crucial component of building a budget for your small business. The financial health of your budget is i…
Project budgeting is an essential feature of any software used for project management. It refers to the process of planning and allocating r…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress wi…
Real-time activity tracking is a dynamic feature that enables software users to monitor and track their activities in real-time. This featur…
"The ""real-time insights"" feature provides sales teams with immediate, actionable intelligence derived from live data. This feature within…
Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performi…
A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Seamless integration refers to the ability of a software or system to seamlessly connect and work together with other software or systems wi…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
Team Management is a crucial aspect of any organization, as it involves coordinating and organizing the efforts of a group of individuals to…
Templates are pre-designed formats or layouts that are used as a starting point for creating various documents or designs. They serve as a f…
A timesheet is a physical or electronic tool that allows you to track and record your working hours. As an employer, this means you'll be ab…
Workflow automation is a key feature in software that streamlines and automates repetitive tasks and processes, improving efficiency, accura…
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Synergist Customers
HMA
TSC
ArmStrong B2B
Clevercherry
ecus
Leith
macmillan
spike
Synergist Support Options
Frequently Asked Questions About Synergist
Common questions buyers ask before choosing Synergist.
Synergist is a Project Management Software. Synergist offers Project Management, Project Planning, Reporting (Analytics), Collaboration, Task Management and many more functionalities.
Some top alternatives to Synergist includes Quickbase , Smartsheet, ClickUp, RedmineUP and TYASuite Project Management Software.
Synergist offers Subscription, Quotation Based pricing models
The starting price of Synergist is $300/month
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
