The ability to check out files/folders and work off line is great for me when I need to work away from an internet connection.

Correct implementation with over 100 users becomes difficult.

Better management of our data. Team is more productive and efficient.

The support team is what has enhanced my overall experience.

When choosing a document management system 12d Synergy clearly stood out as the best in the market for the engineering industry. We would highly recommend.

Even then, the updates almost never go straight forward. One personal thing I hate is that 12d Synergy always opens on the same screen/location and it doesn't set to the screen I close it on.

Lack of detailed analytical data available on users, projects accessed etc.

Combined with scaling our team up geographically, the ease that accompanied the installation of the FRS to assist our remote users is refreshing.

What initially drew us to 12d Synergy was the ability to manage cad files and the integration with CAD software. The more we got into it the more features were found that we could use.

Integrated workflows and tasks allow our project managers to keep track of job progress.

Many bugs with V3 crashes due to SQL being full (company IT associated) but still an issue. Lost productivity due to the crashes.

User friendly and uncluttered interface. Manages bandwidth very well.

Having to download another program just to force it to open where I want it to is frustrating.

Supplied training documents and videos help with new staff members.

Publishing and Issuing files to clients, and being able to track files leaving the office. Excellent support, and the development team are open to feature requests.

The ability to manage 12d model projects in an easy to use document management system.

Powerful and all-inclusive project management software.

It is very smart with synchronising data and minimises how much data you need to transfer.

I have been using 12d Synergy with very large data sets and its speed and stability is excellent. The user interface makes it very clear who has what checked out.

Overall experience is very positive. I only have good things to say about [SENSITIVE CONTENT HIDDEN] and the 12dS team.

Most User Friendly and Reliable Document Management System.

If something doesn't work the way you want it to, or you think there's a feature that should be included, ask and you shall receive has been our experience. Customer service is amazing.

The support is very helpful and responsive to issues when encountered and are easy to deal with.

Offers a range of customization options, allowing users to tailor the software to fit their specific needs and workflow.

Interface, especially in the latest version, is user friendly. Saves a lot of time once set up properly.

Email filing is fast and efficient, and with 12d Synergy's search function we're able to find what we're looking for without wasting time. Works well hosted in a cloud server.

The ability to manage and collaborate projects designed in 12d Model is not currently possible by any other collaboration package.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

I admire the support offered by Workbooks, they are efficient and happy to help.

US Dollar

12d Synergy is a cloud-based solution designed to help engineers, architects and construction professionals automate processes related to project collaboration and document management. Key features include contact management, version control, access controls/permissions, document storage and task management.


Teams using 12d Synergy can extract project information from users' mailboxes and store them in a unified database. With email tracking capabilities, the platform allows businesses to locate project data, contact details and media attachments embedded in emails. Additionally, staff members can arrange documents based on custom naming rules, batch routines and simplified searching functionality.     


12d Synergy comes with customizable job templates, which enables enterprises to modify workflows, tasks and more, helping automate job creation processes. Using the Layout Editor, teams can import, edit and detect layout attributes for managing CAD drawings and DWG files. The product extends support via documentation, phone and email. 



LongDescription

File Management

Commenting/Notes

Document Templates

Project Workflow

Messaging

Status Tracking

Master Data Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Shared Inboxes

Progress Tracking

Task Scheduling

SSL Security

Single Sign On

Project Planning/Scheduling

Project Management

Task Planning

Approval Process Control

eDiscovery

Real Time Synchronization

Projections

Communication Management

Document Capture

Resource Management

Collaboration Tools

Automated Routing

Assignment Management

File Recovery

Full Text Search

Template Management

Data Import/Export

Offline Access

Risk Management

File Transfer

Testing/QA Management

File Conversion

Document Classification

Contact Management

Audit Trail

Version Control

Revision History

Data Quality Control

Mobile Access

Version Comparison

Discussions/Forums

Issue Management

Encryption

Spreadsheet View

Role-Based Permissions

Workflow Management

Email Management

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Task Editing

Version Rollback

Document Check-in/Check-out

For Engineering Documents

Quality Control

Reporting/Project Tracking

Chat/Messaging

Customizable Templates

Document Review

Issue Tracking

Document Automation

Sub-Task Management

Match & Merge

Data Recovery

Audit Management

Metadata Management

To-Do List

Compliance Tracking

Reporting/Analytics

Parent Task

Prioritization

Remote Access/Control

Backup and Recovery

Task Tagging

Task Import

Drag & Drop

Secure Data Storage

Project Planning

Task Progress Tracking

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

@mentions

Indexing

Document Generation

Search/Filter

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

12d Synergy

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Proposal Generation

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Knowledge Management

Pipeline Management

Customer Database

Call Logging

Calendar Management

Call Management

Customizable Fields

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

12d Synergy vs Workbooks

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