Synergist
Synergist
Sobre Synergist
Synergist es una solución de gestión de proyectos y cálculo de costes de trabajo para agencias, consultorías y departamentos internos que ayuda con la comunicación, la planificación de proyectos, el seguimiento temporal, el cálculo de costes de proyectos, la facturación, el seguimiento de oportunidades y más. Ayuda a las empresas a colaborar y gestionar proyectos de extremo a extremo y proporciona visibilidad en vivo de los proyectos para garantizar que los equipos y los clientes estén todos en la misma sintonía.
Se puede gestionar y hacer un seguimiento del tiempo y el dinero dentro de Synergist con herramientas que incluyen hojas de horas online, estimación de costes de proyectos de trabajo, gestión de facturación, generación de cotizaciones e integración con soluciones de contabilidad de terceros, como Xero, Sage 50, QuickBooks y más. Las herramientas de planificación y seguimiento, incluidos los calendarios de equipo y los tableros Kanban, se pueden utilizar para planificar horarios, capacidades, proyectos y oportunidades.
Synergist facilita la comunicación entre los miembros del equipo, así como con los clientes, con herramientas como aprobaciones online, integración con correo electrónico, gestión y uso compartido de documentos y un sistema de CRM integrado. Los informes, paneles y alertas personalizados aseguran que los usuarios estén siempre actualizados con el progreso del proyecto y el rendimiento general del negocio; además, los informes se pueden personalizar completamente para adaptarlos a los requisitos del negocio.
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Opiniones
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¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
The only package that does everything well
Revisado el 7/12/2022
As a package (software + support), it's the best product in the market - and we tested 6 of the...
As a package (software + support), it's the best product in the market - and we tested 6 of the leading solutions in great depth. If you're looking for a system that's customisable for your own business and the way you do things, you won't find a better system.
Puntos a favor
For us, the quoting side of the system is fantastic. It's super configurable and allows granular customisation across products, services and mark-ups. Time tracking is also very good. Support has been fantastic - very quick to respond to any questions and they always take the time to make sure you understand.
Desventajas
There is a fairly steep learning curve. It's not immediately the easiest software to get in to, but it is worth the investment.
Respuesta de Synergist Express
Ryan, we're very proud that you choose Synergist after such a detailed assessment of the leading Agency Management Systems. And it's great to now hear the extent to which Synergist is meeting your needs. Many thanks for taking the time to write a review, and I'll pass on your compliments to our support team.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excellent all round platform for agency management
Revisado el 9/8/2024
Having used the platform for more than 10 years, and recently upgraded our use of it, we have had a...
Having used the platform for more than 10 years, and recently upgraded our use of it, we have had a very positive experience both from a tech point of view as well as the excellent support from onboarding to ongoing help.
Puntos a favor
Synergist offers a complete platform for managing our agency, from finances to projects, all interlinked and integrated. The platform is intuitive, adaptable and covers most aspects of agency life where we need visibility and the ability to manage. In addition the support and training is outstanding.
Desventajas
The user interface could do with an update but I believe that is on the cards.
Razones para cambiar a Synergist
Had used Synergist for many years and made comparisons against these new platforms. They could not offer everything that Synergist did and would require a complete change in the way the agency worked to have implementedRespuesta de Synergist Express
Thanks for taking the time to leave a review Liam. It's fantastic to hear you've been using Synergist for over 10 years and that it works so well for your agency's needs.
Our client's success is our number one priority, so we love hearing about the positive experience you've received from our onboarding and support teams. We'll let them know!
Re the interface, our development team have been working hard over the past year and we're in the process of rolling out a brand-new interface design. You'll find Synergist a much lighter and brighter, with a fresh, clean look that offers a more user-friendly experience. And, this is just the beginning. We have lots of great updates planned to make your experience even better.
Thanks again for your feedback! We can’t wait for you to enjoy the new interface and features!
- Sector: Marketing y publicidad
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Synergist is fantastic
Revisado el 13/12/2024
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 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.
Puntos a favor
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.
Desventajas
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.
- Sector: Software informático
- Tamaño de la empresa: 51-200 empleados
- Software usado Semanalmente durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 3.0 /10
Could be done so much better
Revisado el 8/5/2019
Would not recommend, other tools such as Workfront would be better to use!
Would not recommend, other tools such as Workfront would be better to use!
Puntos a favor
I like the fact that it's a multi purpose tool. It allows you to add projects, complete timesheets and raise invoices in one area.
Desventajas
The UX is awful. Navigation, use of features and elements and the overall slowness of the tool are things to name a few. There are too many sub-navigations on sub-navigations making moving around the tool awfully hard.
Respuesta de Synergist Express
Thanks for taking the time to leave a review and for your positive comments regarding the comprehensive functionality Synergist provides. I'm sorry to hear of your frustrations regarding the UX. The usability of Synergist is affected by the configuration decisions made during each customers system implementation. We would love to have to opportunity to review the configuration of your system with you to see how we can improve this for you. If this is of interest please contact us at support@synergist.co.uk or +44 1625 572690 and ask for Nick Lane and I look forward to improving this for you.
- Sector: Diseño
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
An excellent scaleable agency management solution
Revisado el 13/10/2024
We have used other systems in the past and they have either been too simple or overly complex with...
We have used other systems in the past and they have either been too simple or overly complex with a nasty UX. Synergist has the depth of thinking and functionality to run large projects and meet all agency needs with an intuitive and visually strong UX (which does matter to ensure teams engage with it, use it and find it simple to use). It also has all you need 'out of the box' – you're not left having to 'engineer' components you want – it's all there to be scaled and deployed as required and as you grow. You also get great support from both an online platform and consultants.
Puntos a favor
Synergist is a joined-up agency software solution at the heart of agency ops/management. Built into the system, it can cover all facets of agency operations from initial client/supplier set-up, estimating, quoting, work planning, timesheets, invoicing, POs, reporting and third-party accounts platform integration. It also has a good level of customisation to suit how different agencies cost and manage projects from simpler single-phase projects to more granular phases with sub-stages.
Desventajas
The CRM functionality could work harder and there are a few UX features that would be great to have like creating billing plans from an estimate but with future updates rolled out over the year, additional and updated functionality is never far away.
Alternativas consideradas
ScoroRazones para elegir Synergist
TrafficLive was being closed down but we were looking to move anyway as the platform was hard to use and not intuitive.Razones para cambiar a Synergist
The breadth of features, scalability, ease of use and value for money.Respuesta de Synergist Express
Thanks for the great review, Andy. We're glad it fits your agency's needs. We've designed Synergist to be feature-rich and highly flexible so it can be configured to work how your agency works and give you more advanced functionality as you grow. Over the past year, we've redesigned the product interface to make it a brighter, cleaner, more user-friendly experience, and we're planning loads more updates to make your experience even better.
Preguntas frecuentes sobre Synergist
He aquí algunas preguntas frecuentes sobre Synergist.P. ¿Qué tipo de planes de precios ofrece Synergist?
Synergist ofrece los siguientes planes de precios:
- A partir de: 300,00 GBP/mes
- Modelo de precios: Suscripción
- Prueba gratis: No disponible
P. ¿Quiénes son los usuarios habituales de Synergist?
Los clientes habituales de Synergist son:
11-50, 51-200, 201-500
P. ¿Qué idiomas admite Synergist?
Synergist admite los siguientes idiomas:
inglés
P. ¿Synergist es compatible con dispositivos móviles?
Synergist admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra Synergist?
Synergist se integra con las siguientes aplicaciones:
Access Financials, Dropbox Business, Google Calendar, Google Drive, HubSpot CRM, MYOB Business, Microsoft 365, Microsoft Outlook, OneDrive, Pegasus, QuickBooks Desktop, QuickBooks Online Advanced, Sage 200, Sage 300cloud, Sage 50cloud Accounting, Sage Accounting, Sage Intacct, Xero
P. ¿Qué tipo de asistencia ofrece Synergist?
Synergist ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica
Categorías relacionadas
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- Programas de automatización de servicios profesionales
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