Synergist

What Synergist does

Synergist is a UK-based SaaS provider of agency management software serving creative, marketing, digital, and PR agencies as well as consultancies, founded in Greater Manchester around 2000 and now operating under the ownership of Banyan Software following its March 2026 merger with implementation partner Agency Works. The platform is an all-in-one system that connects pipeline, projects, resources, and financials in a single instance, providing CRM and estimating, project planning, resource scheduling, timesheets and expenses, purchasing, invoicing, revenue recognition, and real-time business intelligence dashboards. It is delivered as a cloud-hosted SaaS product on AWS with separate client data instances, ISO 27001 certification, native iOS/Android mobile apps, and an open API.

The product is sold in three subscription tiers — Foundation, Professional, and Enterprise — with monthly billing and a land-and-expand add-on structure covering CRM integrations (HubSpot, Salesforce), email integration, revenue management, multi-job quoting, freelancer purchase orders, and supplier invoice processing. Go-to-market is sales-led with a "Book a demo" entry point and direct enterprise field sales targeting agencies ranging from 20-person teams to 200+ global consultancies; the recent merger brings implementation services in-house. The platform integrates natively with more than ten accounting systems (Sage across multiple variants, Xero, QuickBooks, KashFlow, Microsoft Dynamics, Access, AccountsIQ, Iplicit, Pegasus Opera 3) plus Microsoft 365, Google Workspace, HubSpot, Salesforce, Pleo, and DocuSign. Synergist reports 500+ agency customers, 15,000+ users, and an average customer-reported agency growth of 36%, and has been recognized by Capterra in 2024 across functionality, support, value, and recommendation categories. Leadership comprises CEO Jay Neale, COO Nick Lane, and CMO Emmeline Woodward.

Name

Synergist

Legal name

Synergist Express Ltd

Website

https://synergist.co.uk

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergist is a UK SaaS provider of all-in-one agency management software for creative, marketing, digital, and PR agencies and consultancies, integrating CRM, project management, resource scheduling, financials, and revenue recognition into a single platform sold via tiered subscriptions.

Ownership category

akta.pro rank

Product category

Agency Management Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Work Management & Collaboration Suites (BPAMAMAG)

Keywords

• Agency management software
• Professional services automation
• Resource scheduling software
• Project management platform
• Agency financial management

Headquarters

HQ city

Macclesfield

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Software Subscription (SaaS): Synergist operates as a subscription-based SaaS business with three pricing tiers (Foundation, Professional, Enterprise). Customers pay monthly or annual subscription fees based on the tier and number of users. Additional features are available as add-ons at each tier level.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Synergist provides an all-in-one cloud-based agency management SaaS platform that connects pipeline, projects, resources, and financials for creative, marketing, digital, PR agencies and consultancies. The platform integrates CRM, project management, resource scheduling, time tracking, purchasing, invoicing, revenue recognition, and business intelligence in a single system, with native integrations to Sage, Xero, QuickBooks, HubSpot, Salesforce, Microsoft 365, and Google Workspace.

Product overview

Synergist is an all-in-one agency management software platform designed for creative, marketing, digital, and PR agencies. The offering consists of a single unified platform with three pricing tiers (Foundation, Professional, and Enterprise) and multiple optional add-on modules. Core capabilities include CRM and pipeline management, project planning and tracking, resource scheduling, timesheets and expenses, estimating and quoting, purchasing, invoicing and revenue management, and reporting and dashboards. The platform integrates natively with leading accounting software (Sage, Xero, QuickBooks), CRM systems (HubSpot, Salesforce), calendar tools (Outlook, Google Calendar), and Microsoft 365. Optional add-on modules include the Revenue Management Module for revenue recognition, Email Integration, Multi-Job Quoting, Freelancer PO Management, and Supplier Invoice Email Processing. An Open API enables custom integrations. The mobile app (iOS and Android) provides on-the-go access to core features.

Differentiator

Problem solved

Functional benefit

Products and services

• Synergist Agency Management Platform
• Synergist Mobile App

Quantifiable outcome

• 36% average agency growth reported by Synergist customers
• +3 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

AI capability2 records

Feature9 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Agency WorkscoreImplementation/ SI/ Consulting Partner · 9 March 2026Agency Works was Synergist's implementation partner, specializing in software implementation and agency operations expertise. On March 9, 2026, the two businesses officially combined under Banyan Software, bringing together 25 years of agency expertise. The combination enables the merged entity to leverage Synergist's software platform alongside Agency Works' implementation and agency operations expertise.
• Prolific NorthminorGTM or Marketing Partner · 1 January 2026Prolific North is the go-to publication for news, insights and events across the North's creative economy, with over 120,000 monthly website visitors and more than 32,000 newsletter subscribers. Synergist is confirmed as a Prolific North Partner for 2026, participating in events including Northern Marketing Festival, From Growth to Gold events, roundtable discussions, and Champions Awards.
• XerocoreTechnology or IntegrationXero integration allows sales invoices, purchase invoices, and expense data to transfer directly between Synergist and Xero, reducing duplication and risk of errors. Two-way integration ensures both systems are updated in a single workflow.
• SagecoreTechnology or IntegrationSage integration includes Sage Business Cloud Accounting, Sage 50, Sage 300, and Sage Intacct. Synergist validates transaction data with Sage before posting, ensuring accuracy. Data transfers seamlessly without reformatting or re-inputting.
• QuickBookscoreTechnology or IntegrationQuickBooks integration enables direct posting of sales invoices, purchase invoices, and expense data from Synergist to QuickBooks, eliminating manual re-entry and reducing errors.
• HubSpotcoreTechnology or IntegrationHubSpot integration syncs contacts, companies, and opportunities from HubSpot into Synergist for forecasting and capacity planning. Agencies can nurture leads in HubSpot and pull them into Synergist for agency-specific management. A third-party monthly charge applies.
• SalesforcecoreTechnology or IntegrationSalesforce integration syncs contacts, companies, and opportunities from Salesforce into Synergist, enabling agencies to manage their pipeline and capacity forecasts. Available as an add-on feature.
• Microsoft 365coreTechnology or IntegrationMicrosoft 365 integration enables sending emails, quotes, and invoices directly from Synergist. Tag emails to automatically file communications and attachments against the right client and job. Supports Microsoft and Google single sign-on (SSO).
• Google WorkspacecoreTechnology or IntegrationGoogle Workspace integration includes Google Calendar two-way sync and Google Drive file management. Supports Google single sign-on alongside Microsoft SSO.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Productive.io: Productive is an all-in-one agency management platform offering project management, resource scheduling, time tracking, and financial management for creative and marketing agencies — directly comparable to Synergist's core offering and target customer base.
• Workamajig: Workamajig is agency management software purpose-built for advertising, marketing, and creative agencies, with project management, resource scheduling, accounting, and media management. It is one of the longest-standing direct competitors in the agency software category.
• Function Point: Function Point is agency management software for creative, marketing, and design agencies, with project tracking, time/billing, and CRM features. It serves a very similar SMB/mid-market agency customer base as Synergist.
• Float: Float is a resource scheduling and capacity planning tool widely used by creative and marketing agencies. While narrower than Synergist's all-in-one platform, it competes for the same agency budget on the resource management use case.
• Scoro: Scoro provides end-to-end work management software for agencies and consultancies, combining projects, resources, billing, and reporting in a single platform. It competes head-to-head with Synergist for the same mid-market creative and marketing agency buyer.
• Accelo: Accelo is a professional services automation (PSA) platform serving agencies, consultancies, and other service businesses with project management, resourcing, and billing — overlapping heavily with Synergist's positioning and customer segment.
• Kantata: Kantata (formerly Mavenlink plus Kimble) is a PSA and agency operations platform combining resource management, project financials, and analytics. It targets mid-market and enterprise agencies and consultancies in the same vertical as Synergist.
• Harvest (and Forecast): Harvest, paired with its sister product Forecast, provides time tracking, invoicing, and resource planning aimed directly at agencies and consultancies. It overlaps with Synergist's time/billing and project management modules at a lower price point.

Broad incumbents

• Asana: Asana is a general-purpose work management platform adopted by many marketing and creative teams for project planning and workflow management. It serves as a horizontal incumbent alternative to Synergist's agency-specialised stack.
• monday.com: monday.com is a broad work management platform increasingly used by agencies for project tracking, resource management, and CRM workflows. It competes with Synergist as a horizontal alternative rather than a vertical specialist.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@SynergistSoftware
• LinkedInlinkedin.com/company/synergist
• Instagraminstagram.com/wearesynergist
• Xx.com/synerg1st
• Facebookfacebook.com/synerg1st

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergist