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

No integrations listed.

Screenshots and Video

Exact Synergy Screenshot 1

Company Facts

Company Name:
Exact
Date Founded:
1984
Company Location:
Netherlands
Company Website:
www.exact.com/us/software/exact-synergy

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Exact Synergy Categories and Features

Workflow Management Software

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

Document Management Software

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