The Agency Works

Thank you for all your help this year I really do appreciate the training you have given us, it makes so much difference when the trainer understand us!

Synergist user story for MubalooSarah Denley
Mubaloo | Read case study

I am a big fan of the software and we would be lost without it now as we get so much out of it through various reports and analysis.

Synergist user story for Fifth RingAndy Wainwright
Fifth Ring | Read case study

We had no idea how easy and useful using templates and activities could be. We've had Synergist for 5 years and didn't realise what it could do.

complete-tank-solIan Hodge
Complete Tank Solutions

At Blue Chip we always arrange for new starters to have a training session with The Agency Works so that they have a good grasp of the system from the start. We have found them invaluable.

Blue Chip Marketing - Synergist User StoryLorraine Lee
Blue Chip Marketing | Read case study

The service that has been provided by The Agency Works has increased the profitability of On Line and helped us grow. Another area that it has made a great difference to is the professionalism of the reporting that the company is able to demonstrate to its clients.

On Line Design
On Line Design & Engineering | Read case study

Synergist is fantastic and the reports I get to help with cash flow are brilliant.

partracCarolyn Knight

I took my first remote tutorial - an introduction to our newly purchased Sales & Marketing Module. Louise understood completely the particular issues involved in cleansing our existing database & showed me shortcuts to achieve what we wanted. She explained things so very clearly, even I could understand it! I got so much out of the session. Brilliant!

Synergist User Story of London-based, creative agency, Hudson Fuggle.Sharren Taylor
Hudson Fuggle | Read case study

I'm sure I have said before how good it is working with Synergist and what a difference it has made and will make in the future. Your team are really helpful and the support team at Synergist are first class.

proctorsJoy Locke
Proctor + Stevenson

Synergist training

As part of our client services, we offer bespoke chargeable training on any area of Synergist for new or existing users. Whether you require training onsite, a remote training session or a refresher course, we provide this for you, bespoke to your requirements.

Contact us to find out more

Training options:

Onsite training


Our Client Services team are dedicated to training new users and keeping existing users of Synergist up to date with new features, so that you are always getting the most out of your Project Management System. Your training will cover:

  • Billing plans
  • Advanced reporting
  • Finance link
  • Using Synergist for new business
  • Client portal
  • New release features
  • Client Relationship Management
  • Traffic management/capacity and scheduling

Whether you’re a new user of Synergist or an existing user but require some extra training, a member of our client services team will come onsite to offer a bespoke training session. Call us on 01455 553 246 or contact us below to find out more about our onsite training days.


Contact us

Remote training

Remote sessions are delivered by our Client Services Team using web conferencing software. They are in regular contact with all of our clients and therefore have a good understanding of how Synergist can work alongside your business processes and requirements.

Remote sessions typically run for one to one and a half hours and are ideal for one to one training or a small group of two or three people, depending on the focus of the session.

Remote sessions are completely bespoke to your individual personal requirements and can cover all areas of Synergist functionality.

  • One to one sessions: Existing users would benefit from an hours session to focus on an area that they need to expand their knowledge. For example, ‘how can I create more accurate estimates and improve the appearance of quotes to my clients?’
  • Group sessions: Members of the account or project management team may want to focus on job reporting across their clients and be able to pass this information on to the rest of the team. This is ideal for two or three people wanting to focus on the same topic.
  • Super User enhanced sessions: Enhanced training sessions specifically for Super Users could cover anything from file maintenance and company set up to data cleansing and suggested housekeeping routines. Another ideal session would be to cover new release features.

Contact us below for further information on our online webinar training sessions.

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Review training

Regular Synergist review meetings, internal and refresher business process days provided by The Agency Works can be highly beneficial to your agency. Your business is constantly changing and how you utilise your management information system should also evolve. Refresher courses cover:

  • Full user training
  • View settings
  • Reporting
  • House keeping
  • File maintenance

We offer refresher courses so that you can keep up to date with changes to Synergist and to make sure that you’re still getting the most out of your system. It’s also the perfect opportunity to monitor your business and any changes so that you’re always in control and making your agency an efficient and profitable one.

Call us on 01455 553 246 or contact us below to book your refresher course.

Contact us


Onsite training days are charged at £795 per day and remote training is charged at £150 per hour.

Call us now to book your training on 01455 553 246 or contact us below.

Contact us

Synergist implementation


Implementing a new system can be stressful for you and your business. We’re here to make sure everything runs smoothly.

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Synergist training


Whether your staff are new to Synergist or need help to further their knowledge, our training is tailored to your specific needs.

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System management


Our support doesn’t end when Synergist is installed. We’re here to help you get the most out of the system.

Find out more

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