No more rekeying data. Synergist has direct integrations with leading software like Microsoft 365, Google, Xero, Sage, HubSpot and many more. Plus, our API enables you to integrate with anything.
Accounting | Calendars | Email | Single sign-on | CRM | API
Synergist seamlessly integrates with leading accounting software systems, reducing the potential for mistakes when transferring sales, purchase and expense data from one system to another.
Finance teams can continue to use the accounting software they’re familiar with, at the same time gaining improved financial visibility and control through Synergist.
Integrations include Sage, Xero, Access, Sun Systems, Epicor, Exchequer, KashFlow, MYOB, Microsoft Dynamics-GP, QuickBooks*, QuickBooks Online and Pegasus Opera.
Learn why you should use separate Agency Management and Accounting systems, read more
*QuickBooks requires a third-party transaction import tool.
Feed resource schedules straight into any calendar software using our one-way iCal feed.
Every user has a unique iCal URL, so bookings and events made in Synergist can be displayed in a calendar application such as Microsoft Outlook, Google or iCalendar.
Plus, you can add email reminders to bookings to keep jobs on track.
Store emails and any attachments against the relevant client, job, phase or activity. Simply tag emails to automatically file to the right place.
You can also send emails, quotes and invoices directly from Synergist*, send email alerts and reminders automatically, and schedule reports to be emailed to a distribution list, Microsoft Teams or Slack address.
Synergist also integrates seamlessly with Microsoft OneDrive, Google Drive and Dropbox, allowing you to link to shared cloud files.
*Requires a Microsoft 365 account.
Synergist supports single sign-on to eliminate the need for users to remember a Synergist username and password.
Setting this up allows users to log in to Synergist with their Microsoft work account, simplifying user admin.
Learn more about Synergist security
Send contacts and opportunities into Synergist from your HubSpot or Salesforce CRM, and sync back any new contacts or opportunity status changes in Synergist.
You decide what and when to sync, to avoid clogging up your pipeline with non-sales-ready leads. This helps keep your pipeline and capacity forecasts as accurate as possible.
Plus, when creating a Deal within CRM, you can select a template which is generated from Synergist templates. Once synced, it will go to Synergist and create the opportunity from the template.
HubSpot and Salesforce integration delivered through Tailored Cloud Solutions. An additional monthly charge from Tailored Cloud Solutions applies.
Synergist extensive API lets you share your Synergist data with other systems and automate the creation of new records in Synergist. As well as standard data types, users can create custom fields and views in Synergist, and our API immediately makes these available for your existing integrations.
Create your own integrations using our extensive API
Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work.
Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.
From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.
