Synergize Software

4.26 / 5 (19)

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.



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Supported Operating System(s):

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

19 Reviews of Synergize

Average User Ratings

Overall

4.26 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(7)

4 stars

(10)

3 stars

(2)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-19 of 19 reviews

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May 2019

Collin from SCI

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

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.

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.

Response from Microdea

Replied May 2019

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

November 2017

Ryan from Eassons Transport

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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

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

3.0

Value for money

2.0

Customer support

3.0

Functionality

4.0

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

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

March 2019

Jacob from Magnum LTD.

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

4.0

March 2019

Good Customer Service

It is a nice product once everything is setup and working

Pros

Customer suppoer typically gets back to you within a day if not sooner

Cons

There is no real training for internal users to setup new processes on the SPS server

Response from Microdea

Replied March 2019

Hey Jacob, Thanks for taking the time to provide your feedback on Synergize - it's appreciated. We're thankful for the kind words and I'll be sure to pass along your review to the Customer Service team. We're also glad that you find Synergize to be an effective tool for your organization. Of course, the Synergize team is always looking to get better, so I'll also provide your feedback around training to the management team. Thanks again for your review Jacob. - The Synergize Team

November 2017

Melissa from Reilly Transfer

Verified Reviewer

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

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

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

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

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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

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

4.0

Value for money

4.0

Customer support

2.0

Functionality

5.0

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

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

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

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

3.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

November 2018

Synergize

Pros

Great so