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What is Synergist?

As an agency expands, valuable information can become scattered, residing in individuals' minds or dispersed among various systems, which may result in a lack of control, inefficient use of time, and potential profit loss. The utilization of agency management software helps consolidate all essential information required for overseeing clients, projects, and finances into a single platform. This centralization not only saves time but also ensures that all team members have access to necessary information. Additionally, this software provides real-time data that aids in making well-informed decisions, thereby enhancing overall agency performance. Advanced agency management software offers a comprehensive overview of your agency's effectiveness, profitability, and resource utilization. You can effortlessly assess the profitability associated with each client and project, allowing you to identify specific areas that require attention. Furthermore, accurate estimations can prevent issues related to under-quoting or over-delivering, while structured billing plans promote timely payments. By streamlining operations and improving visibility, agency management software fosters a more efficient and profitable working environment.

What is Costlocker?

An application designed to oversee time management, expenses, and profitability tailored specifically for the CEO of a finance-oriented agency and their team is essential. It’s crucial that your organization operates on data-driven insights rather than emotional decisions. Originally developed by our team, Costlocker allows us to monitor our revenues and expenditures, as well as time tracking, yet we realized this alone didn’t provide a clear picture of our profitability. We sought a comprehensive tool that would deliver genuine financial insight, enabling us to make informed decisions grounded in facts rather than feelings. The platform allows you to analyze the profitability of various clients and projects, helping you identify which project types deserve your focus. Additionally, it aids in uncovering hidden opportunities and addressing areas of overspending. You can efficiently oversee invoicing processes and forecast cash flow, while also managing external project expenses with ease. It provides insights into whether successful bids can compensate for any losses experienced. Furthermore, you can verify employee salary payments and seamlessly integrate with software like Basecamp and Toggl, among many others. This empowers you to gain a detailed understanding of your agency’s financial health, while also allowing you to monitor budgets and evaluate the performance of project staff effectively. In this way, you can ensure your agency remains on a path to sustainable financial success.

Media

Media

Integrations Supported

Basecamp
Dropbox
Google Drive
MYOB
Microsoft Excel
QuickBooks Online
Sage 50
Slack
Toggl Track
Xero

Integrations Supported

Basecamp
Dropbox
Google Drive
MYOB
Microsoft Excel
QuickBooks Online
Sage 50
Slack
Toggl Track
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per user per month
Free Trial Offered?
Free Version

Pricing Information

$12 per user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synergist Express

Date Founded

2003

Company Location

United Kingdom

Company Website

www.synergist.co.uk

Company Facts

Organization Name

Costlocker

Date Founded

2012

Company Location

Czech Republic

Company Website

costlocker.com

Categories and Features

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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