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.

Enterprise console
Enterprise console

Enterprise console

Label, store and sort documents

Label, store and sort documents

Scan and upload documents

Scan and upload documents

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10



12 Reviews of Synergize

Overall rating

4.0 / 5 stars

Write a review

Showing 1 - 12 of 12 reviews

Start your review of Synergize

Write a review
LinkedIn icon
Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Kenton from Pete Lien & Sons

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Ivar from Quarterback Transportation Inc

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

JoAnn Willis c/o from Willy's Trucking Service

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source: Capterra

Joe from J H Walker

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source: Capterra

David from Virginia Transportation Corporation

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Lynn from Custom Ecology

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Heather from Armour Transport Inc.

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Michael from Wooster Motor Ways

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Ryan from Eassons Transport

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Melissa from Reilly Transfer

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Kiran from Transnat International Inc

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Displaying 1 - 12 of 12 reviews