Synergize Software


Synergize is a document management solution designed for large and midsize transportation businesses. It offers business process management, image capturing, workflow management tools and records management. The software is available for on-premise deployments on devices running Windows 10.

Users can search for uploaded documents using category, tree, simple and advanced searches, filter search results and preview retrieved documents. Documents can be annotated, redacted and updated, and change management features allows the original to remain unmodified. Users can tag documents as new, updated or a new version of an existing file, and audit trails help maintain file security.

A graphical workflow designer lets users define business processes using pre-built actions or customized actions, including rule-based routing, validation rules and more. Records retention tools allow users to track and manage electronic records throughout their lifecycle, while access controls determine which users can view, modify and add documents.

Support is offered over the phone.



15 Reviews of Synergize

Overall rating

4.27 / 5 stars

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Showing 1 - 15 of 15 reviews

November 2017

Ryan from Eassons Transport

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2017

Very easy to use once configured. Time savings are immense.

Time savings, Peace of Mind and Accuracy

Pros

The thing I like the most about this software is the ease of use for the end user and peace of mind that its done right for management.

Cons

The thing I like the least about this software is that it is somewhat cumbersome to tweak settings or configurations on your own. The staff are really helpful however.

Response from Microdea of Microdea

Replied November 2018

Hey Ryan, Thank you for the great review. It's sincerely appreciated that an Efficiency Analyst such as yourself had such glowing things to say about the efficiency of Synergize! We're constantly looking to make the self-customization of Synergize better for our customers; although our support team is always more than willing to help, we recognize the value of empowering our customers as well. Keep an eye out in 2019 (and hopefully every year afterwards) for our User Conference where we hope to empower users such as yourself with the information and tools they need to make those custom configurations, and more. Thanks again - The Synergize Team

October 2018

JoAnn Willis c/o from Willy's Trucking Service

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

4 of 5

October 2018

Could be better

When its all working smoothly its great, but services turn off often needing a reset and problems sending invoices again

Pros

Fairly easy to use for customer service viewing documents and indexing.

Cons

The partnership with TruckMate is a struggle, we call for tech support but TM & Synergize don't work together to know each others software so you always have to make a second call. Also there are not enough notes kept on the support files for future reference, we are always having to re-explain how we are set up or what we have it do for us. Frustrating

Response from Microdea of Microdea

Replied December 2018

Hello JoAnn, Thank you for taking the time to share your review of Synergize. Although not the 5 star review we hope to receive, it's reviews like these that often help us to improve the Synergize product and the associated services. Thanks again for your insights, your criticism will not go unheard. - The Synergize Team

November 2017

Melissa from Reilly Transfer

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2017

Customer Support is great

Pros

The ability to send invoicing with ease if great, also customer support team is always fast to reply and help with we have issues.

Cons

The length of time it takes to get sales information, speed is an issue which we have had the customer support team working on for a while now.

Response from Microdea of Microdea

Replied November 2018

Thanks for taking the time to provide your review of Synergize, Melissa. It is sincerely appreciated. The team at Microdea appreciates the positives you had to share and also wants to let you know that we're constantly looking to improve and feedback like yours let's us know where to focus. Thanks again, - The Synergize Team

November 2017

Michael from Wooster Motor Ways

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Synergize is a business process driven platform that helps to organize our growing data.

Pros

The software saves tons of time for our employees so that they can be working on other business critical tasks.

Cons

It is very powerful yet can be complex for newer employees. Training them up to speed to be efficient takes time.

Response from Microdea of Microdea

Replied November 2018

Hey Michael, thanks for taking the time to share your feedback regards to Synergize. We recognize that while Synergize is very powerful, there can be an associated learning curve for new hires. Our Support teams are always available of course and we're looking at different ways of making the learning process better. Thanks again - The Synergize Team

October 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2018

Review

Synergise has huge potential in our business. Thats why we bought it. It has taken us a long time to start to realise the benefits (our issue not Synergise). We have been a customer for 18 months and the implementation team and project management team are fantastic. They relate to our industry well, therefore the outcomes and workflows make sense.

Pros

The ability to integrate in a bi-directional manner with our third party TMS software.

Cons

Sometimes difficult to problem solve when the workflow isnt clear. Documentation and explanation of the workflow could be better.

Response from Microdea of Microdea

Replied December 2018

Hello there, Thank you for the insightful review. It's tremendously appreciated and the positive impact to your business is always great to hear about. Thanks again - The Synergize Team

October 2018

Kenton from Pete Lien & Sons

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

5 of 5

October 2018

Synergize

Once we got the software running, we have been very satisfied with its performance. We have learned to adapt to the manner in which we have to create Searchable PDF templates.

Pros

It easily facilitates the processing of large numbers of invoices.

Cons

The implementation and roll-out was very disappointing as it took much longer than anticipated. In addition, the Searchable PDF templates are not as easy to create as the OCR templates.

Response from Microdea of Microdea

Replied December 2018

Hello Kenton, Thank you for taking the time to write your review. It's fantastic to hear that Synergize is helping your team to process the large number of invoices associated with your business in an efficient and timely fashion. We're always looking to refine our implementation processes and will certainly take your feedback into account. Ultimately, we're glad you're finding the OCR tools valuable to your business. Thanks - The Synergize Team

October 2018

Ivar from Quarterback Transportation Inc

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2018

Functional

Pros

Customizable workflows that let you customize the product to your own workflow.

Cons

Java base leaves you at the mercy of Java updates from time to time.

Response from Microdea of Microdea

Replied December 2018

Hello Ivar, Thanks for taking the time to write your review. We appreciate the insights and are glad to hear that the workflow tools are proving valuable for your team. You may already be aware, but Synergize has moved towards HTML5 for newer products. We'll be reaching out should this be of interest! Thanks again - The Synergize Team

November 2017

Kiran from Transnat International Inc

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

It is very helpful! Reduced our overheads and improved efficiencies.

Pros

Easy to use. It requires little or no training for new employees. Very helpful customer support team!

Cons

There is some room to improve on visual aspect. Some of the screen designs can be made more appealing.

Response from Microdea of Microdea

Replied November 2018

Thank you for the feedback, Kiran. The team at Microdea appreciates your kind words regarding Synergize. We've taken your feedback into consideration and dedicated extra attention towards the visual appeal of the Synergize interface on our latest releases. - The Synergize Team

November 2018

Todd from Summitt Trucking, LLC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

Synergize

Pros

Great software for imaging integration. Their solutions are open for customization.

Cons

Support response time is much better now than when it was a few months ago.

Response from Microdea of Microdea

Replied December 2018

Hello Todd, Thanks for your kind words around our integration capabilities and our customization options. And as you mentioned, we're continually improving our customer service as well. It's appreciated that you took the time to share your insight. Thanks again - The Synergize Team

November 2017

Heather from Armour Transport Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Overall experience with the product and the group at Microdea have been Excellent

Pros

The ease of use for the applications is the most value for the product. A simple click of a button will scan and index thousands of documents.

Cons

The least thing I would like would be more around reading the quality of barcodes when paperwork has been photocopied.

Response from Microdea of Microdea

Replied November 2018

Hey Heather, thanks for taking the time to provide your review of Synergize. We appreciate the kind words. - The Synergize Team

November 2018

Monique from bluelink associates

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

November 2018

Document management

Pros

it is great that it can integrate with other ERP software, easy to scan and index documents while providing different "Cabinets". It is fast to access as well

Cons

it requires quiet a bit of setup in order to integrate and customer service is not very helpful and takes a while to respond.

Response from Microdea of Microdea

Replied December 2018

Hello Monique, Thanks for taking the time to write your review of Synergize. We appreciate your comments around ease of indexing, imaging and our integration capabilities. We're continually looking to refine our implementation processes and have recently launched a Customer Success unit in addition to our existing Support team to better serve our customers. Thanks again - The Synergize Team

October 2018

David from Virginia Transportation Corporation

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

3 of 5

October 2018

Frustrating Implementation

The overall experience has been poor. We have been in the implementation phase with Synergize for almost 3 years. During this time the implementer has been directly responsible for 3 system outages outside of Synergize. We are nearing the end and hopeful to have a working product soon.

Pros

We like the idea of being able to scan in documents and have them automatically connect to orders with in TMW.

Cons

The setup. Our environment is not a cookie cutter environment. We use published applications through Citrix and this has given the implementer a very hard time.

Response from Microdea of Microdea

Replied December 2018

Hey David, Thanks for taking the time to leave your review. Although this is not the experience that we want any customer to undergo, your problems will not go unheard and of course is invaluable feedback. Thanks again - The Synergize Team

November 2017

Lynn from Custom Ecology

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

3 of 5

November 2017

User friendly system

Pros

I like ability to upload invoices with one click. GP and Synergize work great together. If there are duplicates I am warned and if there are incorrect codes I am warned as well.

Cons

I don't like that I cant have auto messages appear(warnings if something is entered incorrectly). I wish the system would allow messages to appear. I wish the system wouldn't allow future dated invoices as well.

Response from Microdea of Microdea

Replied December 2018

Hello Lynn, Thanks for taking the time to provide your comments on Synergize. We appreciate the title of User friendly system and have taken into consideration your feedback in updates. We aim to earn your 5 star review. Thanks - The Synergize Team

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Good tool

Pros

Great software to store and access all documents.

Cons

Not so easy to integrate with other software, sometimes very slow to access the documents.

Response from Microdea of Microdea

Replied December 2018

Hello there, Thanks for taking the time to review Synergize; we appreciate the positive review and want you to know we're always working on new integrations with other software. If you have any questions about specific software integrations, do not hesitate to reach out to our team. Thanks - The Synergize Team

October 2018

Joe from J H Walker

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2018

Installation

Pros

We are currently in the installation process. If the product works as described it should save us a lot of time

Cons

The installation process has taken longer than originally anticipated

Response from Microdea of Microdea

Replied December 2018

Hello Joe, Thanks for taking the time to write your review of Synergize. The Synergize team is glad to have your company as a customer and are excited for the time savings in store. Although your implementation may have taken longer than expected, we're always further refining our implementation process and learning about those wrenches that come along the way. Thanks again - The Synergize Team