Manage projects stages and tasks with Synergy


Manage project progress with a work breakdown structure, segment projects into stages, tasks and fee types.

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Manage documents with version control


Central cloud document management for files, images and emails, with security, version control and sharing.

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Collaborate on your projects in the portal

Project portal

Collaborate on projects via a secure, online portal. Track file viewing and manage communications.

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Manage projects more effectively and efficiently with Synergy business and project management software — transmittals.


Send project documents as a transmittal. Download a ZIP file from the portal. Track who downloaded the documents.

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Estimate revenue from future projects (confirmed and potential projects) with Synergy business and project management software — forecasting.


Forecast revenue and estimate capacity with a dynamic, drag-and-drop Gantt chart for confirmed and proposed projects.

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Report on the performance and profitability of your business and projects with Synergy business and project management software.


Present organized data and drill-down reports for better business and project decisions.

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Track time with timers and timesheets against projects


Track time on project tasks with timesheets, timers and expense entry for accurate project accounting.

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Send project-related invoices with Synergy business and project management software.


Improve cash flow with simple invoicing. Send invoices with project, stage and task detail, and mixed fee types.

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Manage and file your emails to outlook

Email management

Synergy makes project email management easy with its Outlook add-in saving you hours per week.

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Synergy business and project management software connects with leading accounting applications for the seamless exchange of financial data.

Accounting add-ons

Connect leading accounting applications to Synergy for synchronized, two-way data transfer.

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Set staff rates at project and task level

Rates and costs

Set staff rates for use at project and stage level. Create non-staff rates to recover costs as expenses.

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Manage business and project contacts with Synergy business and project management software.


Unlimited contact entry, import from accounts. CRM functions like notes and project history.

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Synergy dashboards provide a high level view of business and project performance and profitability.


Dashboards give you a high level graphical snapshot of the most important business and project information.

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Manage project images more effectively and efficiently with Synergy's image gallery.

Image gallery

Synergy's image gallery lets you view and manage images as the key assets they are. Comment, filter, tag, search, share.

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Help and support is quick and easy to obtain if you experience any difficulties or issues using Synergy.

Help and support

Help files, how-to videos and online helpdesk to support you if you get stuck or something’s not working.

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Synergy business and project management software connects with leading third-party applications.


Connect Synergy to best-of-breed third party applications, like document markup. (Coming soon: CRM, HR, BI and more.)

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