Скачать или смотреть Powering your pipeline with Synergist | Agency management software

"What revenue's coming in... roughly?" "Can we take on that project... maybe?" "Will we hit our target... hopefully?"

If you're running your agency on pipeline guesswork, you're not alone.

We speak to agency leaders every week who are trying to forecast revenue, plan resources, and predict profit - all based on outdated spreadsheets and wishful thinking.

With Synergist, agency life looks like:

☑️ Full pipeline visibility - Track every opportunity from initial contact to ongoing client jobs. Set up views that show what's likely to convert for accurate forecasting. No more opportunities falling through the cracks or surprise losses at the last minute.

☑️ Tracking performance against targets - Know if you're on track to hit your numbers - by person or by client. See planned vs actual revenue in real-time. No more getting to month-end and discovering you're miles off target.

☑️ Planning resources with confidence - See hours sold vs hours available by team or skill set. Know where you have capacity, when you'll need freelancers, or when to start recruiting.

☑️ Turning data into better business - Analyse who is closing deals, which opportunities convert best, and how long your sales cycle really is. Make smarter decisions about where to focus and how to grow sustainably.

Ready to forecast with confidence?

See the UK's leading agency management system in action, book a tailored demo: https://www.synergist.co.uk/book-a-demo