Synergist Discount - Up to 20% off

UK's leading all-in-one agency and project management system, designed for agencies that want to improve performance and profitability.

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What is Synergist?


Synergist is a comprehensive agency and project management system designed to enhance performance and profitability. It integrates CRM, job costing, project management, resource scheduling, timesheets, expenses, billing, and reporting, providing a unified platform for managing projects, personnel, clients, and financials. Key features include a mobile app for time tracking and expense management, integrations with accounting software like Sage and Xero, and robust security measures such as encrypted data and multi-factor authentication. Synergist’s flexible configuration allows customization to align with unique agency workflows, offering tailored data intelligence. Trusted by over 1,000 leading UK agencies, it supports both cloud-based and on-premise deployments.

  1. End-to-end agency management: CRM to invoicing
  2. Centralised “single source of truth” data
  3. Advanced reporting, analytics and profitability insights
  4. Flexible configuration to match agency processes
  5. Integrated resource scheduling, forecasting and utilisation tracking
  6. Revenue management for accrued and deferred income

Eligibility


Number of Seats/Users: {post.post_title} offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows {post.post_title} that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from {post.post_title}. {post.post_title} reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: {post.post_title} offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from {post.post_title}. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: {post.post_title} often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Synergist - Up to 20% off

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Reviews


Here at Spendbase our internal data shows that Synergist performs very strongly for agencies that want an “all‑in‑one” operational backbone, but it comes with a learning curve and some UX trade‑offs that matter for adoption and, ultimately, ROI.

From what our Spendbase clients tell us, the biggest value pillars are:

  • End‑to‑end coverage of agency workflows
  • CRM / opportunity tracking
  • Estimating and quoting
  • Job costing and project management
  • Resource scheduling
  • Timesheets, expenses, invoicing
  • Revenue management (accrued/deferred)
  • Deep reporting and utilisation visibility

  • Data and profitability insight

  • Strong visibility of job and client profitability
  • Reliable utilisation data for teams and individuals
  • “Single source of truth” across finance and delivery
  • Reporting and data extraction powerful enough for board‑level decisions

  • Support and implementation payoff

  • Consistently praised onboarding and ongoing support
  • When clients invest time, money, and process definition up front, they report clear payback in control, forecasting, and margin improvement.

At the same time, our internal feedback highlights recurring friction points that influence cost of ownership:

  • UX / UI and complexity
  • Interface historically seen as dated or clunky (though improving with new versions)
  • “So much it can do” = confusion for new users
  • Advanced reporting (data viewer, filters) powerful but hard to master
  • Some comments on slowness and minor glitches

  • Functional gaps or limitations

  • CRM seen as weaker than the rest of the platform
  • Scheduling / resource calendar not ideal for all workflows
  • Task management UX behind best‑in‑class specialist tools
  • Dashboard customisation for specific teams could be better

From a Spendbase discount and spend‑efficiency point of view, the pattern is clear:

  • Synergist tends to deliver strong long‑term value for agencies that:
  • Centralise as many processes in it as possible
  • Commit to proper implementation and training
  • Have a clear idea of processes and reporting needs before rollout

  • The hidden “cost” is mainly:

  • Time to configure and learn the system
  • Potential extra tools for CRM or task management if you need best‑of‑breed in those areas

Overall, our clients treat Synergist less as a simple PM tool and more as a core operational and financial control system that can justify its cost when fully adopted.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. How do I apply a discount to a purchase order in Synergist?

Set the supplier's 'Markup method' to 'Discount%' and enter the selling price; Synergist calculates the discounted cost automatically.

2. Can I customize the default discount percentage for each supplier?

Yes, you can set a default discount percentage for each supplier in their financial settings.

3. Is it possible to change the markup method for a specific purchase order?

Yes, you can select a different 'Markup method' when creating a purchase estimate or order.

4. Does Synergist support both markup and discount methods for pricing?

Yes, Synergist allows you to choose between 'Markup%' and 'Discount%' methods for pricing.

5. How does Synergist handle discounts for media suppliers?

For media suppliers, set the 'Markup method' to 'Discount%' and input the selling price; Synergist calculates the cost using the discount.

6. Can I override the default discount percentage on a purchase order?

Yes, you can override the default discount percentage when creating a purchase estimate or order.

7. Is there a way to track discounted purchase orders in Synergist?

Yes, Synergist provides reporting capabilities to track and manage discounted purchase orders.

8. Does Synergist offer training on using the discount feature?

Yes, Synergist provides training and support to help users effectively utilize the discount feature.

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