Case Study: Clear B2B increases profitability with Synergist

A Synergist Case Study

Preview of the Clear B2B Case Study

Clear B2B boosts profitability within 1 year with Synergist

Clear B2B, an award-winning B2B marketing agency, faced challenges with a clunky agency management system that made timesheet completion difficult for its staff and created errors through a lack of integration with Sage accounting software. Seeking a more efficient solution, the agency turned to Synergist.

By implementing Synergist, Clear B2B transformed its operations. The system's simplicity improved timesheet accuracy and provided valuable reports for capacity planning. The integration with Sage eliminated duplicate data entry, saving significant bookkeeping time. According to the agency's chief executive, Synergist greatly increased profitability by reducing overservicing and improving cost tracking, paying for itself within the first year.


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