Retain Cloud vs. Synergist

The Only Platform Built to Unify Resource Planning for Professional Services — Now with AI and Enhanced Skills Taxonomy Established in 1992, Retain is the world’s first platform built to give professional services firms and complex, multi-entity organisations one place to plan, schedule, and forecast across every department. No more spreadsheets. No more disconnected tools. Just a single, intuitive system that brings clarity and control to resourcing. With AI-powered insights, a governed skills taxonomy, and behavioural profiling, Retain goes beyond availability.

Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too.