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Synergist Review

3

Β·

Excellent

Revainrating 5 out of 5Β Β 
RatingΒ 
5.0
ERP, Professional Services Automation

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Description of Synergist

Synergist is the UK's leading job costing and project management system for creative / digital agencies and project-based businesses.

Reviews

Global ratings 3
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    3
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  • 3
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  • 2
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Type of review

Revainrating 5 out of 5

Easy for tracking sales proposals / quotations

I use it so much in my career as an Account Executive at ESI, we are able to track our work easily with this software and keep up to date which helps us be efficient when quoting clients. It would have been good if there was better version control or more customization features available but other than that i can say its easy to learn and gets results! Having everything recorded makes things easier at times of dispute etc. We also like how you can see what your clients/ prospects needs really…

Pros
  • Overall ease of use for tracking quotations / project management is fantastic; very intuitive UI design too :) Also love having access to customer feedback within synergy itself without needing 3rd party apps such as Salesforce Chatter..this way saves me money compared purchasing those services separately.also appreciate being able to upload images directly instead of requiring separate app download + integration process! Love working
Cons
  • I will keep silent

Revainrating 5 out of 5

Great tool for managing project workflows and resource management

It can do much more than just jobs, but it does have its own benefits to using the product. The support team are very helpful at all times! Nothing really as I am not currently working in any of their offices and it has been over 6 months since we had an issue with our account manager being unavailable. A great tool for managing your workloads across multiple projects and clients. We manage many small jobs/projects that don't require full time resources within one software package which…

Revainrating 5 out of 5

Synergist - Very good time tracking software

I like the fact that I can easily see everything I need to see in one place. It's very easy to use, and it's also very easy to add new features. The only thing I don't like is that it's not as easy to use as some of the other programs, but that's just because it's a great program. I would definitely recommend this to other companies. I have been able to create a lot of reports that I didn't know how to create before. I can also easily track my hours and see how much I have earned. It's also…

Pros
  • This allows me get all information about what happens at work without having too many distractions.It has helped with helping our sales team be more successful when trying
Cons
  • Not the best