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Synergist

Name: Synergist
Rating: 4.5 (2 reviews)

By Synergist

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Highlights : About Synergist

Time Tracking

Work order management

Budget Management

Portfolio Management

Time & Expense Tracking

Purchase Order Management

About Synergist

Synergist is a project management and job costing solution for agencies, consultancies, and in-house departments which aids with communication, project planning, time tracking, project costing, billing, opportunity tracking, and more. It helps businesses to collaborate on and manage projects from end to end, and provides live visibility into projects in order to ensure that teams and clients are all on the same page. Time and money can be managed and tracked within Synergist with tools including online timesheets, job project cost estimating, billing management, quote generation, and integration with third party accounting solutions including Xero, Sage 50, Quickbooks, and more. Planning and tracking tools including team calendars and Kanban boards can be used to plan schedules, capacity, projects, and opportunities.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Time Tracking

Portfolio Management

Budgeting & Forecasting

Invoice Management

Cost-to-Completion Tracking

Overrun Reporting

Work order management

Resource Management

Purchase Order Management

Production Cost Tracking

Budget Management

Time & Expense Tracking

Agile Methodologies

Traditional Methodologies

Kanban Board

Benefits

Discover issues and trends using the Synergist reporting suite which allows users to generate custom reports for forecasting, capacity tracking, sales income, and more.

Use online timesheets to track time spent on each project, and utilize this for billing and payroll.

Integrate with third party accounting systems such as Xero, Quickbooks, Sage 50, Microsoft Dynamics GP, Epicor, and more.

Utilize planning tools such as Kanban boards to visualize workflows, assign tasks, track status’, and get an overview of employee workloads.

Facilitate easy communication with email integration and online approval workflows through integration with Flowzone.

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