--- description: Discover the benefits and disadvantages of Synergist. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Synergist Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Professional Services Automation Software](/directory/16/professional-services-automation/software) > [Synergist](/software/124869/synergist) # Synergist Canonical: https://www.capterra.co.uk/software/124869/synergist Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/124869/synergist?page=2) > UK's leading all-in-one agency and project management system, designed for agencies that want to improve performance and profitability. > > Verdict: Rated **4.7/5** by 40 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Synergist? Trusted by the UK's top-performing agencies and consultancies. Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can power your profitability. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 40 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Synergist Express - **Location**: Bollington, UK - **Founded**: 2003 ## Commercial Context - **Starting Price**: £13.00 - **Pricing model**: Per User - **Pricing Details**: Synergist offers three tiers with progressively advanced functionality. Each tier has a minimum monthly subscription. \* Foundation: Everything you need to manage and grow your agency. \* Professional: Adds multi-job quoting, tender management, scheduled reports, timesheet approval workflows, custom document layouts, security configurations, departmental revenue analysis and API support. \* Enterprise: Adds unlimited trading companies, multi-job revenue managment, consolidated purchase orders and an enterprise SLA. If you need a feature from a higher tier before your monthly total reaches that tier’s minimum, you can add selected features for a small monthly fee. - **Target Audience**: 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United Kingdom ## Features - Activity Tracking - Approval Process Control - Billable Items Tracking - Budget Management - Budgeting/Forecasting - Business Process Automation - CRM - Capacity Management - Collaboration Tools - Cost Estimating - Cost-to-Completion Tracking - Data Analysis Tools - Data Import/Export - Data Visualisation - Document Management - Drag & Drop - Expense Tracking - Forecasting - Forms Management - Gantt/Timeline View - Issue Management - Job Costing - Kanban Board - Mobile Access - Performance Metrics - Portfolio Management - Production Management - Progress Reports - Project Billing - Project Management - Project Planning/Scheduling - Project Tracking - Real-Time Updates - Reporting/Analytics - Reporting/Project Tracking - Resource Request - Resource Scheduling - Role-Based Permissions - Scheduling - Search/Filter - Skills Tracking - Status Tracking - Task Management - Time & Expense Tracking - Time Tracking - Timesheet Management - Utilisation Reporting - Work Order Management - Workflow Configuration - Workflow Management ... and 9 more features ## Integrations (18 total) - Access Financials - Dropbox Business - Google Calendar - Google Drive - HubSpot CRM - MYOB Business - Microsoft 365 - Microsoft Outlook - OneDrive - Pegasus - QuickBooks Desktop - QuickBooks Online Advanced - Sage 200 - Sage 300 - Sage 50 Accounting ... and 3 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Professional Services Automation Software](https://www.capterra.co.uk/directory/16/professional-services-automation/software) ## Related Categories - [Job Costing Software](https://www.capterra.co.uk/directory/10028/job-costing/software) - [Oil and Gas Software](https://www.capterra.co.uk/directory/30588/oil-and-gas/software) - [Advertising Agency Software](https://www.capterra.co.uk/directory/30736/advertising-agency/software) - [Project Tracking Software](https://www.capterra.co.uk/directory/31375/project-tracking/software) - [Professional Services Automation Software](https://www.capterra.co.uk/directory/16/professional-services-automation/software) ## Alternatives 1. 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Best system I've used so far. ----- ### "We love Synergist\!" — 5.0/5 > **Sophie** | *11 February 2025* | Graphic Design | Recommendation rating: 10.0/10 > > **Pros**: Easy to use, looks good, easy to pick up new features, does everything you need it to, and it's customisable for different people's needs. > > **Cons**: Just the small random glitches/UX issues it's got really since the update - nothing major\! > > Love it, and couldn't do my job without it\! ----- ### "Thoroughly recommend using Synergist as your Agency single source of truth" — 5.0/5 > **Terry** | *7 January 2026* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: 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\! Especially now the system is regularly getting updates, they listen to feedback and strive to make their system as powerful and useful as possible. Improving functionality and UI all the time. > > **Cons**: The current downsides are some restrictions on pulling reports and what you can see within the system versus exporting reports. But I know they're currently working to improve that. The other is that once you're fully utilising the system it can be a little slow sometimes as a SaaS. But that is common amongst these types of systems. > > I highly recommend both Synergist and Agency Works to any Agency looking to consolidate their systems/data. Working on Synergist is clear and the support team as well as working with Agency Works has been invaluable. ----- ### "Love Synergist\!" — 5.0/5 > **Kayleigh** | *7 March 2025* | Marketing & Advertising | Recommendation rating: 8.0/10 > > **Pros**: It's given us insight and data that we never had access to before and we can make well considered financial decisions based on this data. > > **Cons**: It has not got all of the functionalities we would like to see. ----- ### "An excellent scaleable agency management solution" — 5.0/5 > **Andy** | *13 October 2024* | Design | Recommendation rating: 9.0/10 > > **Pros**: Synergist is a joined-up agency software solution at the heart of agency ops/management. Built into the system, it can cover all facets of agency operations from initial client/supplier set-up, estimating, quoting, work planning, timesheets, invoicing, POs, reporting and third-party accounts platform integration. It also has a good level of customisation to suit how different agencies cost and manage projects from simpler single-phase projects to more granular phases with sub-stages. > > **Cons**: The CRM functionality could work harder and there are a few UX features that would be great to have like creating billing plans from an estimate but with future updates rolled out over the year, additional and updated functionality is never far away. > > We have used other systems in the past and they have either been too simple or overly complex with a nasty UX. Synergist has the depth of thinking and functionality to run large projects and meet all agency needs with an intuitive and visually strong UX (which does matter to ensure teams engage with it, use it and find it simple to use). It also has all you need 'out of the box' – you're not left having to 'engineer' components you want – it's all there to be scaled and deployed as required and as you grow. You also get great support from both an online platform and consultants. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/124869/synergist?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/124869/synergist) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data