Freedom251 › Agency Project Management Software
Synergist
What Synergist is
Synergist is agency management software that brings project work, people, and financials into one system. Its tools cover CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing, and reporting. Project features include phase and stage plans, Gantt and list views, milestones, dependencies, templates, and budget and profit tracking. The iOS and Android app lets users view client and job details, add tasks, record time and expenses, and photograph receipts. Accounting integrations include Xero, QuickBooks, Sage, MYOB, Access, KashFlow, and Pegasus Opera 3. Other connections include Microsoft and Google sign-in, calendar and file services, and HubSpot or Salesforce CRM. An open API supports data exchange and automated record creation. Synergist is available as a cloud service or on-premise, with browser access and native server support for Windows or Mac on-premise deployments. Minimum subscriptions are £300/mo for Foundation, £650/mo for Professional, and £1600/mo for Enterprise; onboarding is a one-time fee. The stated initial term is 12 billing months, with three months’ notice to cancel.
Who it suits
It is built for creative, marketing, digital, PR, and design agencies, as well as professional services consultancies selling time and expertise. Its project and financial tools suit teams managing client work and resources.
What it does well
- Combines project, staffing, and financial tools.
- Tracks project budgets and profitability.
- Mobile app records time and expenses.
- Offers cloud and on-premise deployment.
- Open API supports data exchange and automated record creation.
What to know first
- No free plan is offered.
- Minimum subscriptions start at £300/mo.
- Initial term is 12 billing months.
- Cancellation requires three months’ notice.
Limits
Foundation has a £300 monthly minimum, Professional £650, and Enterprise £1600. Full users are £33–£54 per month and timesheet users £13–£21 per month; a one-time onboarding fee applies. The pricing page states a 12-billing-month initial term and requires three months' notice to cancel.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise | Monthly subscription; one-time onboarding fee · Minimum subscription £1600/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo | £1,600 a month |
| Foundation | Monthly subscription; one-time onboarding fee · Minimum subscription £300/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo | £300 a month |
| Professional | Monthly subscription; one-time onboarding fee · Minimum subscription £650/mo · Full users £33–£54/mo · Timesheet users £13–£21/mo | £650 a month |
As synergist.co.uk lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Synergist website.
- Choose cloud service or on-premise deployment.
- Select Foundation, Professional or Enterprise.
- Arrange the one-time onboarding and subscription.
- Use browser access, or install the server for an on-premise Windows or Mac deployment.
- Install the iOS or Android app for mobile access.
Verdict
Synergist brings agency project management, resource planning, and financial functions together, with cloud and on-premise options. Buyers should note the minimum subscriptions, one-time onboarding fee, initial term, and cancellation notice requirement.
Questions
Is Synergist free?
No. The pricing model is paid, with plans starting at £13 per user per month in the pricing note. Plan minimums are £300 per month for Foundation, £650 for Professional and £1600 for Enterprise.
Which platforms does Synergist support?
Listed platforms are Android, iOS, macOS, Windows, web, API and self-hosted. On-premise deployments have native server support for Windows or Mac.
Can Synergist connect to accounting software?
Listed accounting integrations include Xero, QuickBooks, Sage, MYOB, Access, KashFlow and Pegasus Opera 3.
Does it have a mobile app?
Yes. The iOS and Android app supports viewing client and job information, adding tasks, logging time and expenses, and photographing receipts.
What are the contract terms?
The pricing page states an initial term of 12 billing months and three months' notice to cancel.
Who makes Synergist?
The product is named Synergist. The listed headquarters is Bollington, Cheshire, United Kingdom, and the company was founded in 2003.
Facts from Synergist's own pages
- Accounting integrations
- Synergist lists accounting integrations including Xero, QuickBooks, Sage, MYOB, Access, KashFlow and Pegasus Opera 3. · 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
- 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
- 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
- Founded
- 2003 · synergist.co.uk, 28 Sept 2026
- Headquarters
- Bollington, Cheshire, United Kingdom · synergist.co.uk, 28 Sept 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
- 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
- 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
- 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
- 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
- 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
- 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
Where Synergist stands on Freedom251
- Agency Project Management Software#25 of 30