Case Study: Clear B2B increases profitability with Synergist

Clear B2B - Customer Case Study

Clear B2B, a B2B marketing and PR agency, was struggling with a clunky agency management system that made timesheet entry difficult for staff and created errors due to a lack of integration with Sage accounting software. These process inefficiencies led the agency to seek a new solution, which they found in the agency management software from Synergist.

By implementing Synergist, the agency transformed its operations. The intuitive system made time recording simpler and more accurate, improved capacity planning, and provided a complete job management solution that integrated with Sage to eliminate duplicate data entry. According to their Chief Executive, Synergist greatly increased the agency's profitability within the first year by reducing overservicing, improving quoting, and enabling them to keep track of costs to eliminate missed charges.

Clear B2B

Julie Clare

Chief Executive