Synergist

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About

Synergist is ranked #12 of 26 in agency project management software on Inferse. It runs on Android, API, iOS, macOS, Self-hosted, Web, Windows. There is no free plan. Paid plans start at £300/mo.

Compared on agency project management software

Free plan: Nosynergist.co.uk
Resource planning: Yessynergist.co.uk
Time tracking: Yessynergist.co.uk
Profitability reporting: Yessynergist.co.uk
Invoicing: Yessynergist.co.uk
Project budgets: Yessynergist.co.uk

Facts

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.synergist.co.uk · 3 Oct 2026
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.synergist.co.uk · 3 Oct 2026
Project management: Project tools include phase and stage planning, Gantt and list views, milestones, dependencies, project templates and budget and profit tracking.synergist.co.uk · 3 Oct 2026
Mobile app: The iOS and Android app lets users view client and job information, add tasks, log time and expenses, and photograph receipts.synergist.co.uk · 3 Oct 2026
Accounting integrations: Synergist lists accounting integrations including Xero, QuickBooks, Sage, MYOB, Access, KashFlow and Pegasus Opera 3.synergist.co.uk · 3 Oct 2026
Other integrations: Synergist supports Microsoft and Google sign-in, Outlook and Google Calendar, OneDrive, Google Drive and Dropbox, and HubSpot or Salesforce CRM integrations.synergist.co.uk · 3 Oct 2026
API: Synergist offers an open API for sharing data with other systems and automating record creation; custom fields and views are available through it.synergist.co.uk · 3 Oct 2026
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.synergist.co.uk · 3 Oct 2026
Availability: Synergist says it uses reasonable endeavours to keep its cloud service available at least 99.5% of the time.synergist.co.uk · 3 Oct 2026
Support: Telephone and email helpdesk support is available Monday to Thursday 9am–5.30pm and Friday 9am–5pm UK time.synergist.co.uk · 3 Oct 2026
Pricing commitment: The pricing page states an initial term of 12 billing months and says cancellation requires three months' notice.synergist.co.uk · 3 Oct 2026
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.synergist.co.uk · 3 Oct 2026