Synergize software


6 reviews(4.5/5)
6 reviews(4.5/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Windows 2000 , Windows 8 , Windows 10

6 Reviews of Synergize

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  • Lynn from Custom Ecology

    November 2017

    User friendly system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Heather from Armour Transport Inc.

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

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from Wooster Motor Ways

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ryan from Eassons Transport

    Number of employees: 501-1,000 employees

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Melissa from Reilly Transfer

    November 2017

    Customer Support is great

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kiran from Transnat International Inc

    Number of employees: 51-200 employees

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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