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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 Primetric?

Evaluate your strategies against actual outcomes by predicting employee availability and monitoring the time they dedicate to various projects. Gain a quick snapshot of your financial and operational health. By integrating all facets of your organization, you can reduce time spent on non-billable tasks and concentrate on what truly matters: delivering exceptional professional services to your clients. Advanced algorithms, which leverage both technical capabilities and interpersonal skills, enable you to identify available team members and effortlessly assign the most qualified individuals to current, upcoming, or potential projects with a single click. Additionally, you can forecast project phases, identify staffing gaps, and manage overall profitability effectively. By utilizing this data, you can achieve genuinely data-informed and profitable outcomes. The employee dashboard alongside predictive timesheets simplifies the process for staff to record their work, enhancing the quality of your project management. This information is invaluable for refining your project strategies. Moreover, you can project expenses for individual projects as well as for your entire enterprise. With dynamic reporting features, you can monitor all developments as they happen, ensuring you stay agile in your decision-making. This comprehensive approach not only streamlines operations but also enhances overall productivity within your organization.

Media

Media

Integrations Supported

MYOB
QuickBooks Online
Sage 50
Xero

Integrations Supported

BI Book

API Availability

API Availability

Has API

Pricing Information

$19 per user per month
Free Trial Offered?

Pricing Information

$34.20 per month
Billed annually

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Synergist Express

Date Founded

2003

Company Location

United Kingdom

Company Website

www.synergist.co.uk

Company Facts

Organization Name

Primetric

Date Founded

2016

Company Location

Poland

Company Website

www.primetric.com

Categories and Features

Job Costing

Budgeting & Forecasting
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

Financial Reporting

"What If" Scenarios
Cash Management
Forecasting

Gantt Chart

Alerts/Notifications
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation

Billing & Invoicing
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Planning

Agile Methodologies
Budget Management
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Dashboard
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Drag & Drop
Skills Tracking

Strategic Planning

Budgeting & Forecasting
Dashboard
Scenario Planning

Time and Expense

Activity Tracking
Expense Tracking
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Multiple Billing Rates
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking

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