# Synergist Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Synergist Software - reviews, pricing plans, popular comparisons to other Job Costing products and more. Source: https://www.capterra.com/p/124869/Synergist --- # Synergist Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Synergist ## What is Synergist? Synergist is an all-in-one agency and project management system designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, and resource planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. For the past 20 years, we’ve been crafting our agency software, turning it into one which has helped to drive over 1,000 of the UK’s leading agencies forward. ## What is Synergist used for? [Job Costing](https://www.capterra.com/job-costing-software/)[Project Tracking](https://www.capterra.com/project-tracking-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 40 user reviews Reviews sentiment Positive 95% Neutral 5% Negative 0% Starting price £13 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Synergist?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.synergist.co.uk/&name=Synergist) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Synergist 4.7 (40) VS. [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price £13 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (40) Ease Of Use 4.6 (1,380) Value For Money 4.5 (38) Value For Money 4.4 (1,184) Customer Service 4.9 (38) Customer Service 4.6 (1,333) ## Synergist alternatives [4.3 (325)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Highest Rated [4.7 (287)](https://www.capterra.com/p/133101/Premier/reviews/) Starting price $125.00 Per User, Per Month [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month [4.5 (2,655)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/124869/Synergist/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 4.9 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Task Management 4.3 (12) 50.00% of 12 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Project Time Tracking 4.8 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Measure time to completion or hours worked for projects Real-Time Data 4.9 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Receive data and information in real time Reporting/Project Tracking 4.4 (9) 66.67% of 9 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Timesheet Management 4.8 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Track the amount of time spent on a job or task Synergist 118 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Assign issues and tasks based on availability or required skills A record of all activities within the system, including user access, changes made, etc. Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Material list of manufacturing parts and associated costs Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Create budgets based on historical data and future projections Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track and manage schedules and meetings via an integrated calendar Monitor service demand and performance to plan for adequate resources that meet business needs Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Forecast the cost and resources required to complete a project Forecast of the expenses necessary for project completion Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of dashboards Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Analyze survey results via statistical testing or crosstabs directly within the software Import and export data to and from software applications Graphical representation of data Specify or track the date/time a project, task, etc., is due for completion Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Captures invoice data and maintains comprehensive records for auditing and reporting purposes Identify and respond to unexpected problems or failures (ie. "negative events") Record and follow the progress of every issue Calculate total itemized costs, including initial costs and any changes Manage and track all job information and associated tasks Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Track and visualize the status of an ongoing job and the time spent on tasks or projects Visualization tool to organize and optimize tasks and track their status at every stage of workflow Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Report on the allocation and distribution of labor costs across projects Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple locations Ability to handle several projects simultaneously Level of completion within a task A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Arrange tasks based on the level of priority or urgency Manage the end-to-end production process for manufacturing operations Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Business model that bills clients an amount based on the project/task/job performed Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Create proposals based on costs of labor and materials Create, send, and track purchase orders and their statuses Generate quotes or estimates for customers Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Set the frequency of a task's occurrence Timed notification for any upcoming task, deadline, appointment, or activity Provide support to your customers and employees remotely over a shared network Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Assign available resources (human and/or non-human) to various projects and tasks Process of planning, scheduling and executing the optimal and effective use of human capital across projects Approve or reject incoming requests for resources based on need and user permissions Allocate and manage resources, such as employees, equipment, facilities, and other assets Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Track employee skills, competencies, training & qualifications Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track the frequency of asset usage Creating, assign, and track jobs and/or tasks for work orders Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (40) 4.6 Based on 40 reviews ## Pricing Value for money 4.5 (38) [View pricing plan details](https://www.capterra.com/p/124869/Synergist/pricing/) Timesheet user £13.00 Per User,Per Month Full users £33.00 Per User,Per Month Value for money 4.5 (38) 4.5 Based on 38 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (38) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (38) 4.9 Based on 38 reviews ## User reviews Overall rating 4.7 Based on 40 reviews Filter by rating 5(31) 4(7) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent Terry B. Lead Studio Manager Marketing and Advertising ### "Thoroughly recommend using Synergist as your Agency single source of truth" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 7, 2026 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Operations Manager Public Relations and Communications ### "Synergist - PLMR Ltd " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 2025 Overall, our experience has been positive when dealing directly with Synergist. In particular, \[sensitive content hidden\] has been supporting PLMR since July, helping us optimise Synergist to its full potential. She is highly knowledgeable and has taken the time to understand our needs, ensuring that we are using the system as effectively as possible. Our work with \[sensitive content hidden\] is continues. Pros Once fully understood, Synergist is an effective tool for providing utilisation data for both clients and consultants. We are excited that, once the system is fully implemented, it will enable us to use a range of tracking tools while removing the need for spreadsheets. Cons On initial use, the system can feel complex, and dedicated training is essential to ensure it is used to its full potential and aligned with our business needs. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) To obtain more client and consultant data Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LF Linda F. Production Director Design ### "Great revenue management tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2025 Synergist has become more than just a project management system for us - it helps us to tie everything together for our delivery and financial performance. The Revenue Management tool, in particular, bridges the gap between project delivery and accounting with features that save time and reduce complexity. Pros Our agency has been using Synergist as our project management and operations tool for years now, and it has proven to be invaluable in helping us manage not just our projects, but also our financial workflows - especially when it comes to accrued and deferred income through the Revenue Management functionality. The customer support is second to none too! Cons Some issues we’ve encountered are related to user experience or scalability, rather than the functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KV Kayleigh v. Operations Manager Marketing and Advertising ### "Love Synergist!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 7, 2025 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. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) More features in Synergist and built for agencies. Alternatives considered [Streamtime](https://www.capterra.com/p/133010/Streamtime/) Reasons for choosing Synergist More functionalities and seemed better suited with our future growth goals in mind. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Sophie B. Project Management Graphic Design ### "We love Synergist!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2025 Love it, and couldn't do my job without it! 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! Switched from [Trello](https://www.capterra.com/p/211559/Trello/) It was before I worked here, but I believe synergist offered a lot more in the way of project management/invoicing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Luke P. Creative Services Director Design ### "Synergist review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2025 Excellent really. Best system I've used so far. Pros How intuative it is, the ease of use, the UI and UX, the reporting/data analytics. Cons The resource booking calendar is buggy. The pop up box that comes up when hovering over it is too sensitive and gets in the way of actually booking Switched from [WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) We were not getting enough out of it and it was not giving us what we needed reporting wise Alternatives considered [Streamtime](https://www.capterra.com/p/133010/Streamtime/) Reasons for choosing Synergist It ticked 93% of what we needed in a comparison we did Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Chris B. Head of Integration Marketing and Advertising ### "Indicia Worldwide review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 28, 2025 Pros The end-to-end visibility of data/performance metrics across all projects Cons Customisation options of dashboards for particular teams Alternatives considered [Screendragon](https://www.capterra.com/p/132576/Screendragon/) [Float](https://www.capterra.com/p/136078/Float/) [Adobe Workfront](https://www.capterra.com/p/268205/Adobe-Workfront/) [Wrike](https://www.capterra.com/p/76113/Wrike/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Reasons for choosing Synergist Synergist provided the most detailed and reliable project finances to support all estimating, quoting, forecasting & billing, alongside the project management of jobs to monitor their health Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IT Ivena T. Finance and Operations Manager Marketing and Advertising ### "Synergist is fantastic" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2024 The system has a very easy to navigate UX and UI so it doesn't take a long time to train people and the system is generally easy to use. We have been using it since 2019 and are still struggling to find anything that it cannot do! The support team are always on hand to help with any technical questions or more strategic advice on how to use the system in the best way. Pros Very detailed and intricate system that captures a lot of information by offering different functionalities and most importantly, all data that is logged can be reported on. Cons It takes a while to utilise the various functionalities and you need to invest time to integrate them into your processes as the system has so much to offer. But once everything starts to be used fully, the system becomes an invaluable part of the business. Switched from [TrafficLIVE](https://www.capterra.com/p/10002275/TrafficLIVE/) The system wasn't offering us the required functionality and ease of use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NI Nat I. Operations Director Design ### "All run brilliant system! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2024 Pros All round, all in one brilliant project management system! We've used it for years now and it continues to help support our business grow. Cons The UI, but they are working on that. We're looking forward to the impending upgrade. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 15, 2024 Nat, thanks for the brilliant review! Our mission is to deliver the best possible software to help our clients thrive, so we're super pleased to hear that Synergist continues to support your business growth. The new interface design will make Synergist a much lighter and brighter place to be and offer a more user-friendly experience. We hope you love it! DS Donald S. Finance Director Public Relations and Communications ### "Easy to adopt and easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2024 Agency Works which distributes Synergist within the UK were amazing in the adoption of the system in the company and have been excellent partners going forward to make sure we get the most out of the product. We have been using Synergist for the last 6 years and not once considered looking elsewhere. Pros Ease of use and adoption within the business. It can be as simple or as complicated as you want. Integrates with most popular accounting packages. Cons Scraping the bottom of the barrel for this as I don't have anything I dislike so going to plump with the look and feel is a bit outdated BUT they are refreshing this at the end of 2024 so quite a mute point. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) Sage Job Costing was being discontinued. Harvest did not connect to our accounting package. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 15, 2024 Donald, thanks for your review. Great to hear you've been using Synergist for 6 years and you're benefiting from the ongoing support! As you say, Synergist can be as simple or complicated as you want - it comes with hundreds of features and options, so you can shape it to the way you need it and adapt it as you grow. The team at Agency Works are super knowledgeable in agency management, so they really know how to help you get the most out of our Synergist. 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