Synergist

Synergist

Project management for agencies, consultancies & departments

4.2/5 (10 avis)

Synergist - Présentation

Synergist is a project management and job costing solution for agencies, consultancies, and in-house departments which aids with communication, project planning, time tracking, project costing, billing, opportunity tracking, and more. It helps businesses to collaborate on and manage projects from end to end, and provides live visibility into projects in order to ensure that teams and clients are all on the same page.

Time and money can be managed and tracked within Synergist with tools including online timesheets, job project cost estimating, billing management, quote generation, and integration with third party accounting solutions including Xero, Sage 50, Quickbooks, and more. Planning and tracking tools including team calendars and Kanban boards can be used to plan schedules, capacity, projects, and opportunities.

Synergist facilitates communication between team members, as well as with clients, with tools such as online approvals, email integration, document management and sharing, and an integrated CRM system. Custom reports, dashboards, and alerts ensure that users are always up-to-date with project progress and overall business performance, and reports can be fully customized to suit business requirements.

Prix

À partir de
19,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Royaume-Uni

Langues

anglais

Synergist - Avis

Note globale
4.2/5
80% d'avis positifs
4
Excellent
4
Très bien
2
Moyen
0
Médiocre
0
Horrible
Rebecca F.
Traduire avec Google Translate

Synergist provides our small Engineering company with all the functionality we need to be successful

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 24/07/2017
Provenance de l'avis : Capterra

Better business management, reporting and trustworthy information.

Avantages

Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible. Reporting is brilliant and again is an adaptable dependent on the needs. Synergist has allowed us to scrap unreliable excel spreadsheets and allows ONE centre for updating the whole company. Synergist has proven easy to learn also for our new starters who average about a week to understand the basics and roughly a month to get to a "superuser" level.

Inconvénients

Running reports takes a little time to get your head round how the data interacts but once you do its great.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Phil R.
Traduire avec Google Translate

Synergist is great for time based businesses where you need to track and manage your teams

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 28/10/2017
Provenance de l'avis : Capterra

Productivity, reporting, profitability, better management of people and time.

Avantages

It has enabled my agency to understand the hours spent on client work, helped manage utilisation and productivity of the agency. It has helped agency profitability. It has helped us manage over servicing and most importantly where our team are being overworked or working too many hours.

Inconvénients

Nothing really in the cons - other than some people might find it labour intensive on top of the client work they are doing.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Great product with fantastic suppport

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 25/10/2017
Provenance de l'avis : Capterra

Improvements in agency reporting leading to better and more profitable customer relationships.

Avantages

Reporting and analysis of projects and clients is second to none. We have improved client and agency profitability and process by a significant margin using Synergist.

Inconvénients

UI could be better, but does not distract greatly from solutions overall performance. I believe a new version out soon should provide a better experience.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Joe C.
Traduire avec Google Translate

A great piece of software ideal for any consultancy who want to plan and track clients projects!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/07/2017
Provenance de l'avis : Capterra

Helps to track all of our projects commercially and plan resource/workload.

Avantages

Great at managing everything from initial enquiry, estimating, project & company commercials and tracking live projects for all your clients.

Inconvénients

It's only as good as the information and effort you put into it. Detailed training and customisation is required prior to using in anger, but once set up correctly is fantastic.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Debra S.
Traduire avec Google Translate

Overall, pleased with the software as it is a 'whole approach in one place' .

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/09/2017
Provenance de l'avis : Capterra

One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.

Avantages

One central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !

Inconvénients

Data Reviewer reporting isn't as simple as we would like it.
We would like more things bespoking to our company.
Calendar bookings if far too complicated for our needs.

Réponse de Synergist Express

Thanks for taking the time to leave a review Debra. Great to hear you're pleased with the system and have benefited from the efficiencies of bringing all aspects of your projects into one central place. The Data Viewer has proved to be a very popular reporting tool and we receive many requests from customers looking for more advanced options within this to create more complex reports. To deliver a solution to the overwhelming majority of these enhancement requests, we've had to enhance the Data Viewer with additional options whilst maintaining the drag and drop style approach. I take on board your feedback on this and will pass this to the product development team. The same applies to the calendar bookings tool which has been developed to meet the needs of most project based businesses. If your calendaring needs are particularly simple then its functionality may exceed your current needs. Many Thanks - Nick Lane - Commercial Director

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Recommandation utilisateur
8.1/10
Calculé à partir de 10 avis
Comparatif avec les logiciels similaires : recommandation utilisateur

Synergist - Prix

À partir de
19,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Core System: £50/month - includes account system link
Full User: £49/month - includes access to all features
Timesheet User: £19/month - includes time and expense tracking features

Packages:
Foundation: £292/month for core system, 3 full users, and 3 timesheet users
Professional: £670/month for core system, 8 full users, and 12 timesheet users
Enterprise: £1,600/month for core system, 20 full users, and 30 timesheet users

Rapport qualité-prix
4.3/5
Calculé à partir de 10 avis
Comparatif avec les logiciels similaires : rapport qualité-prix

Synergist - Fonctionnalités

  • Feuilles de temps
  • Planification de projets
  • Projections
  • Suivi des tâches
  • Suivi du temps des projets

  • API
  • Commentaires
  • Diagrammes de Gantt
  • Gestion de projets
  • Gestion des tâches
  • Hiérarchisation
  • Interface glisser-déposer
  • Intégration de tiers
  • Notifications automatiques
  • Outils de collaboration
  • Planification des tâches
  • Suivi de la progression
  • Suivi des activités
  • Suivi des projets
  • Tableau de bord d'activités
Fonctionnalités
4.2/5
Calculé à partir de 10 avis
Comparatif avec les logiciels similaires : note sur les fonctionnalités

Plus d'informations sur Synergist

Synergist - Principales fonctionnalités

  • Accounting
  • Actual Costing by Job
  • Budget Management
  • CRM
  • Collaboration
  • Consultants
  • Creative / Ad Agencies
  • Deliverables Management
  • Email Integration
  • Engineering / Architect Firms
  • File Sharing
  • IT Solution / Service Firms
  • Overrun Reporting
  • Personnel Planning
  • Production Cost Tracking
  • Project Financials
  • Project Planning
  • Proofing Tools
  • Quotes / Estimates
  • Scheduling
  • Skill Pool Management
  • Standard Costs
  • Supports Agile
  • Supports Kanban
  • Supports Scrum
  • Supports Waterfall
  • Time Tracking
  • Time Tracking
  • Timesheets
  • WIP Schedule

Avantages

• Discover issues and trends using the Synergist reporting suite which allows users to generate custom reports for forecasting, capacity tracking, sales income, and more.

• Use online timesheets to track time spent on each project, and utilize this for billing and payroll.

• Integrate with third party accounting systems such as Xero, Quickbooks, Sage 50, Microsoft Dynamics GP, Epicor, and more.

• Utilize planning tools such as Kanban boards to visualize workflows, assign tasks, track status’, and get an overview of employee workloads.

• Facilitate easy communication with email integration and online approval workflows through integration with Flowzone.

Synergist - FAQ

Voici quelques-unes des questions fréquentes sur Synergist.

Q. Quels sont les types de licence disponibles pour Synergist ?

Types de licences disponibles pour Synergist :

À partir de: 19,00 £GB/mois

Type de licence: Abonnement

version d'essai gratuite: Non disponible

Core System: £50/month - includes account system link
Full User: £49/month - includes access to all features
Timesheet User: £19/month - includes time and expense tracking features

Packages:
Foundation: £292/month for core system, 3 full users, and 3 timesheet users
Professional: £670/month for core system, 8 full users, and 12 timesheet users
Enterprise: £1,600/month for core system, 20 full users, and 30 timesheet users

Q. Quelles sont les principales fonctionnalités du logiciel Synergist ?

Fonctionnalités du logiciel Synergist :

  • Accounting
  • Actual Costing by Job
  • Budget Management
  • CRM
  • Collaboration
  • Consultants
  • Creative / Ad Agencies
  • Deliverables Management
  • Email Integration
  • Engineering / Architect Firms
  • File Sharing
  • IT Solution / Service Firms
  • Overrun Reporting
  • Personnel Planning
  • Production Cost Tracking
  • Project Financials
  • Project Planning
  • Proofing Tools
  • Quotes / Estimates
  • Scheduling
  • Skill Pool Management
  • Standard Costs
  • Supports Agile
  • Supports Kanban
  • Supports Scrum
  • Supports Waterfall
  • Time Tracking
  • Time Tracking
  • Timesheets
  • WIP Schedule

Q. Qui utilise Synergist ?

Utilisateurs habituels du logiciel Synergist :

Entreprises de taille moyenne, PME

Q. Dans quelles langues Synergist est-il disponible ?

Langues dans lesquelles Synergist est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Synergist ?

Types de licences disponibles pour Synergist:

Abonnement

Q. Synergist prend-il en charge les appareils mobiles ?

Appareils pris en charge par Synergist :

Android, iPhone, iPad

Q. Avec quelles applications Synergist peut-il s'intégrer ?

Applications s'intégrant à Synergist :

ACCOUNTS, Epicor Financial Management, KashFlow, MYOB Essentials, Microsoft Dynamics CRM, Microsoft Dynamics GP, Premise, QuickBooks, Sage 50cloud, Xero

Q. Quelles sont les ressources d'aide disponibles pour Synergist ?

Ressources d'aide disponibles pour Synergist :

FAQ, Base de connaissances, Support en ligne, Support téléphonique