Synergist
Agency management software for projects, resources and financials
At a glance
- Editor score7.3 / 10
- PricingFrom £13/user/mo
- Best forUK agencies wanting affordable PSA features
- Free planNo
- Founded2003 · Bollington, Cheshire, United Kingdom
- Facts checked21 Sep 2026
Where it wins
- Covers CRM, quoting, projects, resources, timesheets and profitability
- Supports many accounting integrations, including Sage, Xero and QuickBooks
- Includes web, iOS, Android, API and self-hosted options
Where it doesn't
- Pricing combines hosting, user subscriptions, tier minimums and onboarding
- No free plan is available
- Advanced capabilities require Professional or Enterprise tiers
Our verdict on Synergist
Synergist is an agency management and project management system for creative, design, digital, marketing, PR and professional services businesses. It combines CRM and pipeline management with estimating, quoting, project planning, resource scheduling, timesheets, expenses, invoicing, dashboards and profitability reporting. Agencies managing client projects, retainers, capacity and financial performance can use it as a broader operational system rather than a project tracker alone.
Pricing is split across hosting, user access and agency-management tiers. Synergist Cloud costs £55 per month, with core hosting and optional add-ons. Full users cost £33 per user per month and receive access to all features plus time and expense entry, while Timesheet users cost £13 per user per month and can enter time and expenses and view job-related information. Foundation costs £300 per month and adds core agency management features, a mobile app, single sign-on and accounts system integrations. Professional costs £650 per month and adds multi-job quoting, scheduled reporting, timesheet approval workflows, tender management and API support. Enterprise costs £1,600 per month and adds unlimited trading companies, revenue recognition, multi-job revenue management and an enterprise service level agreement. Onboarding covers configuration, training and implementation support.
Its ecosystem is a strong fit for agencies that need financial and operational links beyond task management. Integrations include Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct, Xero, QuickBooks, Access, KashFlow, Microsoft Dynamics, Access Financials, Iplicit, AccountsIQ, Pegasus Opera 3, Outlook and Google Calendar. REST API support is available, and the platform spans web, iOS, Android, API and self-hosted deployments. Choose Synergist when CRM, quoting, capacity planning, time capture, billing and profitability need to sit together. Agencies seeking a simple per-user project tool or a free starting plan should look elsewhere.
Synergist pricing
All 7 Synergist plans and prices →
Synergist fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client portal | Not verified |
| Resource planning | Yes |
| Time tracking | Yes |
| Profitability reporting | Yes |
| Invoicing | Yes |
| Project budgets | Yes |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001, GDPR, 2FA |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct, Xero, QuickBooks … See all → |
| Pricing | From £13/user/mo (source) |
| Website | synergist.co.uk |
| Facts checked | 21 Sep 2026 |
Synergist integrations
Synergist lists 20 integrations on its own site.
- Sage Business Cloud Accounting
- Sage 50
- Sage 300
- Sage Intacct
- Xero
- QuickBooks
- Access
- KashFlow
- Microsoft Dynamics
- Access Financials
- Iplicit
- AccountsIQ
- Pegasus Opera 3
- Outlook
- Google Calendar
- iCal
- Microsoft 365
- OneDrive
- Google Drive
- Dropbox
See all Synergist integrations →
Alternatives to Synergist
- ProductiveA broad agency PSA platform combining delivery, budgets, resources, time, and clients.5.7
- ScoroA broad agency platform connecting project delivery, CRM, resource planning, and billing.5.7
- AcceloA broad PSA platform for agencies that need projects, resources, finances, and billing together.—
See all Synergist alternatives →
Synergist vs the competition
- Synergist vs Productive
- Synergist vs Scoro
- Synergist vs Accelo
- Synergist vs Projectworks
- Synergist vs Kantata
- Synergist vs Pike
Compare Synergist with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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