For agencies and service businesses
One system to run every client, end to end.
Synergyze brings client workspaces, leads, jobs and quotes, calendars, email, reviews and Stripe billing into one platform. Set a client up in minutes, switch on only the tools they need, and keep their data separate from everyone else's.
Separate
data for every client
Stripe
Connect billing
Role-based
access for teams
Installable
on phone and desktop
Why switch
Stop stitching six tools together
Without Synergyze
- A different tool for leads, quotes, email, calendar and billing
- Client data scattered across logins you have to remember
- Follow-ups that depend on someone remembering
- Every new client set up from scratch
- No single view of how all your clients are doing
With Synergyze
- One platform, one login, one consistent way of working
- A separate, secure workspace for each client
- Automation that sends the follow-up for you
- A new client live in minutes, with only the tools they need
- An admin console that shows every client at a glance
The platform
Everything an agency needs, in one place
A workspace per client
Every client gets their own tenant with their own users, data and modules. You see all of them; they only see theirs.
Billing built in
Connect each client's Stripe account, sell add-ons and subscriptions, and take an app fee on what they earn.
Funnels and leads
Capture enquiries, route them instantly and see what is converting, all in the same place as the rest of the work.
Projects and Kanban
Boards, tasks and shared media per client, so the whole team works from the same picture.
Features
What it does for you every day
From enquiry to paid job
Never lose a lead between the inbox and the invoice
Leads land in one inbox with their source and status. Move each one through quotes and jobs, with the calendar and the client's email thread right beside it.
- Lead inbox with status and source
- Jobs and quotes pipeline
- Calendar and mailbox in the same place
Get paid, and earn from it
Stripe Connect, with your fee built in
Each client connects their own Stripe account. You sell add-ons and subscriptions through the platform and take an app fee, with no spreadsheet reconciliation.
- Per-client Stripe accounts
- Add-ons and subscriptions
- Your app fee applied automatically
Do more with fewer people
Automation and an AI assistant that work while you do not
Set rules for the follow-ups that always happen, and let each client's built-in assistant answer questions about their own workspace.
- Workflow rules for repetitive follow-ups
- Review requests sent at the right time
- An AI assistant scoped to each client
Modules
Add only what each client needs
Modules are switched on per client, so nobody pays for or wades through tools they do not use.
Leads
Every enquiry in one inbox, with status and source.
Jobs and quotes
Move work from enquiry to quote to finished job.
Calendar
Appointments and jobs, synced with the tools you already use.
Mailbox
Client email threads beside the work they relate to.
Reviews
Ask happy customers for reviews and keep track of them.
Workflow automation
Rules that do the repetitive follow-ups for you.
Who it is for
Built for businesses that serve other people
Agencies
Web, marketing and creative agencies running many client accounts.
Trades and home services
Plumbers, electricians, roofers and cleaners who live on quotes and bookings.
Practices and clinics
Appointment-led businesses that need enquiries, calendars and reviews in one place.
Consultancies
Small firms managing clients, projects and recurring billing.
How it works
From new client to running in three steps
- 1
Create the client workspace
Name it, invite their team and connect their Stripe account.
- 2
Switch on what they need
Add only the modules that suit them, from leads to automation.
- 3
Run it together
You and the client work in the same system, with the right access for each.
Built to keep client data apart
Every client workspace is isolated, access is role-based, and staff only see the clients they are assigned to. Part of the P1K Ltd family, with the same standards as the rest of the group.
On every device
Use it in the browser, install it on your phone, or run the Windows and Mac desktop apps, with a separate admin console for your own team.
Questions
Good to know
Who is Synergyze for?
Agencies and service businesses that look after several clients and want one system for leads, jobs, calendar, email, reviews and billing, rather than a different tool for each.
Is each client's data kept separate?
Yes. Every client has their own workspace with their own users and data. Access is role-based, and staff only see the clients they are assigned to.
How does billing work?
Each client connects their own Stripe account. You can sell add-ons and subscriptions through Synergyze and take an app fee on what passes through.
Do clients need to use every module?
No. Modules are switched on per client, so each one only sees the tools they have chosen.
Can I use it on my phone or desktop?
Yes. Synergyze works in the browser, installs as an app on your phone, and there are Windows and Mac desktop apps.
How do I get started?
Ask for a demo. Tell us how your agency works today and we will show you how it would look in Synergyze.
Get started
See Synergyze with your own clients in mind.
Tell us how your agency works today and we will show you how it would look in Synergyze.