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What is Exact Synergy?
Exact Synergy is a holistic solution for workflow and document management tailored for businesses. New clients can obtain the technology through comprehensive solution packages, while existing users can upgrade their Synergy licenses by incorporating additional users or supplementary features. Working alongside our resellers, we offer a unique combination of expertise and services specifically designed to cater to the needs of small and medium enterprises (SMEs). At its essence, Exact Synergy acts as the foundational platform that supports Exact's HRM, CRM, and BPM systems. It boasts powerful process management and automation functions, including alerts and notifications for users. In addition, it provides integrated document management and archiving, along with effective project management and administrative tools, and customizable templates for HR, sales, and assorted business workflows. Its seamless compatibility with Exact for Finance and ERP promotes a cohesive business ecosystem. The software allows for online access and is crafted for use on an international scale. Furthermore, Exact Synergy for CRM eliminates silos among departments such as sales, marketing, finance, and support, fostering a unified organizational database that significantly enhances collaboration and communication. The interconnectedness afforded by this solution is vital not only for strengthening customer relationships but also for driving operational efficiency across the board. The adaptability of Exact Synergy ensures that it remains relevant to evolving business needs and challenges.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$300 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
MSF&W
Date Founded
1991
Company Location
United States
Company Website
www.msfw.com
Company Facts
Organization Name
Exact
Date Founded
1984
Company Location
Netherlands
Company Website
www.exact.com/us/software/exact-synergy
Categories and Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration