Synergize 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Synergize

4.3

(40)

Pricing

Starting at $800.00 per month

About Synergize

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.

Synergize Screenshots

Synergize Pricing and Plans

Starting price: $800.00 per month

Free Trial

Free Version

Basic

$800.00

per month

No plan information available

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Synergize Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Synergize
API
Approval Process Control
Audit Trail
Business Process Automation
Customizable Dashboard
Document Automation
Document Capture
Document Management
Document Storage
File Recovery
Forms Management
Full Text Search
Graphical Workflow Editor
Mobile Access
Offline Access
Optical Character Recognition
Secure Data Storage
Task Management
Workflow Configuration
Workflow Management

Synergize Integrations

SAP BusinessObjects Business Intelligence

3G Transportation Management

NetSuite

Microsoft Outlook

Sage 500

Infor CloudSuite

See all 7 integrations

Synergize User Reviews

Overall Rating

4.3

Ratings Breakdown

48%

43%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

4.2

Functionality

4.1

Melissa G.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed November 2017

Customer Support is great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied November 2018

Ronen K.

Verified reviewer

Transportation/ Trucking/ Railroad

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Synergize Review

good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Accessibility to imaging and a workflow feature that we hope to one day will actually work for all departments and all users

Cons:

not intuitive enough for drivers and dispatchers to use to its fullest potential

Reasons for choosing Synergize

more powerful. supported consolidation better. room to grow into other department. fits better company goal of transitioning all departments in paperless remote fully automated workflows

Matt K.

Verified reviewer

Insurance

201-500 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Long road

Past years have had a good relationship. But less so as of late as we grow out of it, and they provide less support for our industry.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Legacy product, with comforts and routines that came with that.

Cons:

Locked in Java due missing features with HTML5

Reasons for choosing Synergize

Best option at time, and local dev and support

Dave P.

Verified reviewer

Transportation/ Trucking/ Railroad

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Synergize Works Well, but Support is OUTSTANDING!!

Very capable, very responsive company that will partner with you and do what it takes to provide automation for your document handling needs. Highly recommended!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

We use Synergize to capture, organize and store our volumes of transportation documents. The folks at Microdea created and implemented a solution that was customized to our unique needs, and it normally works flawlessly. When there are hiccups (usually due to external issues beyond their control) Microdea always resolves same-day, and often same-hour. We deal with many vendors, and without a doubt, Microdea delivers some of the best, if not THE best customer service.

Cons:

We are very happy with the software, and have no complaints. We did have some difficulty using their document viewer ("Synergize Viewer") over our RDS environment using certain hardware. There was a rendering issue that we could not fix and we eventually had to purchase new equipment in order to properly use the viewer.

John R.

Verified reviewer

Transportation/ Trucking/ Railroad

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Excellent Customer Support

We use it primarily for document storage an workflow, both of which it excels in.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Synergize is a great system, made even better by their customer service and support that ensure that when you need them, they are there quickly, consistently, and reliably. Someone asked what I think about it.. I don't think about it. It is one of the packages that I never have to worry about because if my users have issues, support is just a phone or email away.

Cons:

In thinking about the over 10 years we have used them, I can't think of anything that I don't like about it. We are fully integrated into their system with our inhouse system and its a great relationship.

Reasons for choosing Synergize

Customer service, ease of use, and the recommendation of our peers.

Reasons for switching to Synergize

Features, and level of support

Godfrey C.

Verified reviewer

Tobacco

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed July 2021

Synergize review

We mostly utilize it to save documents in a process in which the workflow stands out.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It enhances the speed by automating a part of our payment procedure with which we manage the invoices. Furthermore, for management review, we can extract data for reporting

Cons:

We are happy with the product and have nothing to worry about. We faced few problems with the document viewer ("Synergize Viewer").

Verified

Reviewer

Transportation/ Trucking/ Railroad

201-500 employees

Used daily for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied December 2018

Timothy P.

Verified reviewer

Transportation/ Trucking/ Railroad

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Amazing time saver

Great, we've utilized their system to streamline and speed up the process of handling drivers tickets. It's saved our employees hours and hours of work on a daily basis. Every time I email their support they respond very quickly and are extremely knowledge and have the ability to resolve our issue in a timely manner. We are looking to expand our use of Synergize in other areas of the company, including AP.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's ease of use and the ability to customize at a granular level which areas and types of data is collected.

Cons:

I haven't run into any issues, all of the issues I've ran into were promptly resolved by their support team. Only thing I would add would be the ability to add decimals where one was not present. Note: The system DOES have the ability to change decimals. Such as if the system picks up a comma it can REPLACE it with a period.

Collin O.

Verified reviewer

Logistics and Supply Chain

5001-10000 employees

Used daily for less than 12 months

Review source

Reviewed May 2019

Synergize for Accounts Payable

We are beginning to realize some of the efficiency gains by using Synergize, especially in the document look up and determining its status area. Our overall experience has been positive. The staff and support are very helpful and new features/functionality can be easily added. My only advice would be to plan your processes in detail up front to save on implementation and process change costs.

Ratings Breakdown

Ease of use

Functionality

Pros:

In my opinion, Synergize offers us integration with our multiple platforms and makes our data easily accessible. In particular, we can access an invoice and find out its current status in our payment process, read any notes we have about it and follow up with the appropriate person if needed. It also increases the speed at which we process invoices as it has the ability to automate a portion of our payment process. Lastly, we can also extract data for our internal reports.

Cons:

Although this is a great software, it does require a lot of IT resources up front and some IT ongoing. A lot of this can be alleviated by thoroughly understanding how you want your process to flow during the design phase as the software has many features.

Vendor Response

Thanks for sharing your review, Collin. We're going to continue getting better and your feedback is useful. - The Synergize Team

Replied May 2019

Dorothyv V.

Verified reviewer

Transportation/ Trucking/ Railroad

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Synergize - maximize efficiencies and process improvement

Synergize has a great support team, quick to respond. They always welcome new ideas and work with customers to try and review/improve their organizations. Love their conference and able to network, obtain new concepts from fellow users of the product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product integrates well with our TMS ( Transportation Management System). Product able to be deployed in various areas of company ( from safety to HR to Shipping Docs to Accounts Receivable) . Love the process automation part in order to manage workflows of documents.

Cons:

Upgrades need to be managed well , recommend user testing PRIOR to upgrades to ensure familiarity with new features.

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