Synergist Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Timesheets
- Job Project Costing
- Billing Software
- Accounts Integration
- Quoting/Estimating
- Purchasing
- Scheduling
- Capacity Planning Software
- Project Planning
- Job/Project Tracking
- Opportunity Tracking
- Online Approval & Dam
- Email Integration
- Document Management
- CRM Software
- iPhone/Android App
- Key Reports
- Dashboards
- Alerts
- Scheduled Reports
- Drag And Drop Reporting
Pricing Info
Pricing Info
Synergist Cloud offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
Foundation – starts at £280/month
- Unlimited Jobs / Clients
- Opportunity Tracking
- Estimating
- Quoting
- File Attachments
- Timing Plans
- Resource Scheduling
- Billing Plans
- Purchasing
- Time & Expense Entry
- Mobile App
- Invoicing
- Reporting (Standard, Data Viewer & Alerts)
- Multi-Currency
- Branded Document Layouts (Using Default Templates)
- Accounts System Integration
Professional – starts at £600/month
- Estimate & Quote Options
- Supplier Tendering
- Job Groups
- Scheduled Reporting
- Timesheet Approval
- Customised & Branded Document Layouts
- API Support
- Custom Security Configurations
- High Volume Revenue Management
- File Emails against Projects
Enterprise – starts at £1,600/month
- All Professional features
- Unlimited Trading Companies
- Unlimited File Attachments
- File Emails against Projects
- Managed Sales Orders
- Consolidated Purchase Orders
- High Volume Revenue Management
- SLA with service credits if breached
- Custom Security Configurations
Integrations
Integrations
Synergist integrates with the following business systems and applications:
- Xero
- Sage
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClickThrough, Amaze, Bladonmore
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Synergist is a complete business management system for agencies / project-based organizations. Synergist provides absolute control and visibility across all areas of both project and business management.
Company Email
enquiries@synergist.co.uk
Contact No.
Company's Address
Synergist
1 City Road East
Manchester, M15 4PN
England
Synergist Cloud Comparisons
Popular Synergist Cloud Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Easy Adding Prospects And Contacts
- Activities & Follow-Up List
- Saving Files
- Adding Pipelines With Weighted Revenue
- Integration To Activecampaign For Email Marketing
- Logging Progress Of Sales Activities
- Pipeline Forecasting / Cash-Flow Forecasting Dashboard For The Next 12 Months
- Manage Contacts On Lists
- Sync Contacts To Outlook And Google Contacts
- Easy Conversion Of A Pipeline To A Project
- Easy Adding Projects & Tasks
- Follow-Up On Tasks Assigned -> Hours Allocated -> Hours Used
- Collaboration With Team Members And Get Instant Notifications
- Saving Files To Projects And Comment On Them
- Upload Briefings To Ensure All Team Members Knows What To Do
- Create Great Looking Price Quotes And Invoices That Can Be Emailed To The Client
- Add All Cost Elements To The Project
- Integration To Email And Calendar (Outlook And Gmail)
- Request Supplier Quotes And Create Purchase Orders
- Create Gantt Charts And Link Tasks (Bindings)
- Collaborate With Your Client Through The Client Portal
- Follow-Up On Client/Project/Employee Profitability
- Traffic Views For Resource Planning Including Calendar View
- Really Easy Time Sheet/Expense Entry On Iphone & Ipad App
- Start & Stop Timer
- Chart Of Accounts And Easy Journal Entry
- 21 Built-In Dimensions + 10 Custom Defined Dimensions
- General Ledger Imports
- Automatic Posting Of Project Related Costs To System Accounts
- Accounts Payable & Accounts Receivable With Balance Ageing
- Cheque Cutting And Bank Integration
- Intelligent OCR Supplier Invoice Scanning And Electronic Approval
- Flexible Customizable Finance Reports
- Accounts Receivable Due Invoices Reminder
- Accounts Receivable Interest Calculation
- Bank Reconciliation
- Multi-Company, Multi-Currency And Inter-Company Transactions/Settlement
- Flexible Accounting Period Control
- Financial Budgets
- Numerous Data Exports
- Flexible Sales Tax And Vat Setup
- Sox Compliant
- Subscription Module For Automatic Billing
- Credit Card Integration For Expense Entries
- Numerous Views For Controlling And Follow-Up
- Business Intelligence, Dashboard & Report Writer Add-On
Pricing Info
WorkBook offers a very flexible pricing scheme that enables you to choose modules and add-ons that will suit your company or your role. Basic plan starts at $19 per user per month (30 users minimum) and includes the following features:
- Timesheet
- Unlimited customers and projects
- Collaboration features
- File sharing
Advanced tools such as Invoicing and Billing, Resource Planning and Gantt Charts, Price Quotes, etc. can be added for an additional cost.
Integrations
WorkBook supports integrations with the following business applications:
- ActiveCampaign
- Google Drive
- SAP Financials OnDemand
- Email Archiving
- Microsoft Dynamics NAV in the Cloud
- Microsoft Dynamics AX
- Dropbox
- Replicon Professional Services Automation Software
- Microsoft Business Solutions
- Google Mail and Calendar
- Microsoft Outlook
- MagPeople
- Dynamis AI
- Readsoft
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
JWT, Veritas, DDB, McCann WorldGroup, BBDO
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
WorkBook is a grown-up software suite for project and resource management, CRM and accounting.
Company Email
Contact No.
Company's Address
Teglværksgade 37, 2100 Copenhagen, Denmark
WorkBook Comparisons
Popular WorkBook Alternatives
It may not always be enough to just compare Synergist Cloud and WorkBook against one another. Although reliable features, cost and customer experience are all important and should be included when making a final decision, you should also pay attention to the recognition and awards claimed by every software. Very often a less popular app may turn out to be a great choice that was a winner of many B2B awards such as our Exceptional Customer Support Award which proves that regardless of smaller market presence it’s a significant contender to the solutions that rule the market.
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