Synergist
Professional services automation software
Project-based ERP software
Project cost management software
Project management software
Resource management software
Task management software
Work management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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£300 per month
Free Trial unavailableFree version unavailable
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What is Synergist
Synergist is a professional services automation (PSA) platform used by agencies and other project-based services firms to manage projects, resourcing, time and expenses, billing, and financial performance in one system. It supports end-to-end delivery workflows from quoting and scheduling through invoicing and reporting. The product is typically used by operations, project management, finance, and resource management teams that need integrated project and commercial controls rather than standalone task tracking.
End-to-end PSA coverage
Synergist combines project management, time and expense capture, resourcing, billing, and financial reporting in a single application. This reduces reliance on separate tools for delivery tracking versus invoicing and margin reporting. For project-based services organizations, the integrated workflow can improve traceability from planned work to billed work.
Strong financial visibility
The platform is designed to track project costs, utilization, and profitability alongside delivery status. This supports common PSA needs such as monitoring write-offs, comparing budget vs. actuals, and analyzing performance by client, project, or team. Finance and operations teams can use these controls to standardize project accounting practices.
Resource planning and scheduling
Synergist includes resource management capabilities to plan and allocate people across projects and time periods. This helps services firms manage capacity, forecast demand, and coordinate staffing changes as priorities shift. It is suited to organizations that need resourcing tied directly to project budgets and commercial outcomes.
Less suited to non-services teams
Synergist is oriented around services delivery concepts such as time entry, utilization, and project profitability. Teams looking primarily for lightweight task management or general work management may find the PSA structure heavier than needed. Organizations outside project-based services may not use a significant portion of the functionality.
Implementation and process effort
Deploying PSA systems typically requires configuring project templates, billing rules, roles, and reporting structures. Synergist is likely to require process alignment across delivery and finance to realize consistent data quality. Smaller teams without dedicated operations support may experience longer time-to-value than with simpler project tools.
Ecosystem and integrations vary
Compared with tools that emphasize broad app marketplaces, PSA platforms can have more limited prebuilt integrations depending on the vendor’s ecosystem. Buyers may need to validate integrations for accounting, CRM, payroll, and collaboration tools during evaluation. Some integrations may require middleware or custom work depending on the target stack.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Foundation | Minimum subscription £300 per month. Core hosting from £55 per month. Full users £33–£54 per user/month. Timesheet users £13–£21 per user/month. One-time onboarding fee (amount not stated). | Core Foundation feature set: unlimited clients/contacts/opportunities/jobs/tasks, dashboards & reporting, UK/EU hosting, mobile app, accounts integrations (Xero/QuickBooks/Sage/MYOB). Optional add-ons: Email integration (£55/mo), Multi-job quoting (£55/mo). |
| Professional | Minimum subscription £650 per month. Core hosting from £55 per month. Full users £33–£54 per user/month. Timesheet users £13–£21 per user/month. One-time onboarding fee (amount not stated). | Includes all Foundation features plus: multi-job quoting & quoting with options, scheduled reporting, timesheet approval workflows, tender management, departmental revenue analysis, API support. Optional add-ons: Additional trading companies (£100/mo each), Email integration (£55/mo), Revenue recognition (£55/mo), Consolidated purchase orders (£55/mo). |
| Enterprise | Minimum subscription £1,600 per month. Core hosting from £55 per month. Full users £33–£54 per user/month. Timesheet users £13–£21 per user/month. One-time onboarding fee (amount not stated). | Includes all Professional features plus: unlimited trading companies, multi-job revenue management, enterprise SLA and support, email integration, revenue recognition, consolidated purchase orders. Contact sales for implementation details and custom entitlements. |
Additional notes: Users pricing ranges and core hosting fees are stated as "from" amounts; exact per-user price depends on number of users (price per user reduces as you add users). Cancellation: 3 months' notice; initial term of 12 billing months.
