---
title: "Total Synergy Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Total Synergy Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more."
source_url: "https://www.capterra.com/p/23086/Synergy-AEC/"
page_type: "product"
language: "en"
---

# 

 Total Synergy Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Total Synergy

## What is Total Synergy?

Synergy is a unique cloud-based business and project management software enabling architecture, engineering, and construction design (AEC) businesses to effectively manage their operational business performance and individual jobs to profitability. Replace manual spreadsheets with a single platform for project management, accounting and collaboration.

## What is Total Synergy used for?

[Project Management](https://www.capterra.com/project-management-software/)[Business Management](https://www.capterra.com/business-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 34 user reviews

Reviews sentiment

Positive

97%

Neutral

0%

Negative

3%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Professional Services Automation / 2025
-   Resource Management / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Total Synergy?[Manage this product listing](https://www.g2.com/products/synergy-aec/claim_requests/new?auto=true)

## Total Synergy Overview

Updated September 2026

AI summary

Total Synergy provides small and midsize businesses with a cloud-based platform for professional services automation, combining project management, billing and invoicing, budgeting, and resource planning. Teams value its detailed tracking of time, costs, and project financials, supported by responsive customer service. The software offers customizable workflows and integrates with leading accounting tools, with deployment across major operating systems.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Total Synergy

4.4 (34)

VS.

[4.6 (6,112)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (34)

Ease Of Use

4.5 (9,265)

Value For Money

4.3 (27)

Value For Money

4.3 (6,937)

Customer Service

4.6 (32)

Customer Service

4.4 (6,231)

## Total Synergy alternatives

[4.4 (3,039)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.5 (3,548)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (1,500)](https://www.capterra.com/p/268205/Adobe-Workfront/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[Clockify](https://www.capterra.com/p/169607/Clockify/)

[4.8 (9,266)](https://www.capterra.com/p/169607/Clockify/reviews/)

Starting price

$4.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/169607/Clockify/)

[View all alternatives](https://www.capterra.com/p/23086/Synergy-AEC/alternatives/)

## FAQs about Total Synergy

Overview

### Which roles and teams benefit most from Total Synergy?

Total Synergy is most used by architecture and design teams, operations staff, and firm leaders who need tighter control over projects, resources, and finances. Architects and designers manage project delivery and time tracking, while office managers, finance teams, and directors use it for workflow coordination, budgeting, reporting, and business oversight.

Answer based on 34 reviews

Overview

### What company size and industries is Total Synergy built for?

Total Synergy serves small businesses in architecture and design, with 100% of reviewers from small companies and 45% in Architecture & Planning. It is built for architects, engineers, construction designers, interior and landscape designers, surveyors, planners, and environmental consultants, with additional reviewer concentration in Civil Engineering at 27% and Construction at 18%.

Answer based on 34 reviews

Features and Usability

### What are the key features of Total Synergy?

Total Synergy offers project management tools such as Gantt/timeline view, task scheduling, milestone tracking, and Kanban board, plus financial functions including budgeting, job costing, billing and invoicing, and expense tracking. It also includes resource allocation, time tracking, reporting and analytics, document management, and role-based permissions.

Integrations

### Which third-party tools and platforms does Total Synergy integrate with?

Total Synergy integrates with Xero and QuickBooks Online for accounting, plus 12d Synergy, Deltek ArchiSnapper, Dynamics 365 Business Central, Ideagen Mail Manager, MYOB Business, and Wiise. These catalog integrations cover financial management, document handling, and project-related data exchange.

Answer based on 10 reviews

Getting Started and Support

### What training and onboarding options does Total Synergy offer?

Total Synergy provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided setup, webinars offer scheduled instruction, documentation provides written reference material, and videos allow self-paced review of product features and steps.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does Total Synergy offer?

Total Synergy provides email/help desk, FAQ/forum, knowledge base, 24/7 live rep, and chat support. Users describe the support team as responsive and helpful, with quick answers to routine questions and clear resolutions, though a few note that getting started and learning the system still takes effort.

Answer based on 5 reviews

Ease of use

### Is Total Synergy easy to use?

Total Synergy works well for project finance and timesheets, but ease of use is mixed across the platform. Many architecture, engineering, and consulting teams find the interface clear once learned, while others describe a steep learning curve, clunky workflows, and more complicated reporting, forecasting, scheduling, and resource management areas.

Answer based on 11 reviews

## Features

AI summary

Based on 698 Professional Services Automation reviews

Capterra reviewers highlight these as the features buyers care about most when choosing Professional Services Automation software:

-   **Project Tracking** (**61%** of reviewers rated this feature as critical)
-   **Alerts/Notifications** (**65%**)
-   **Project Time Tracking** (**57%**)

Total Synergy supports **Project Tracking** and **Project Time Tracking**, so teams can monitor project progress and record billable hours in one system. However, it does not include **Alerts/Notifications**. Instead, it offers other highly rated capabilities, including **Billing & Invoicing** (**58%**), **Workflow Management** (**58%**), and **Third-Party Integrations** (**72%**). These features help businesses manage financial processes, keep work moving through defined steps, and connect with other tools, providing teams with better visibility and more consistent project delivery.

Billing & Invoicing

4.5 (12)

100.00% of 12 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Workflow Management

4.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Third-Party Integrations

3.8 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Multiple Projects

4.3 (12)

83.33% of 12 reviewers that rated this feature as important or highly important

Ability to handle several projects simultaneously

Project Planning/Scheduling

4.4 (11)

100.00% of 11 reviewers that rated this feature as important or highly important

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Task Management

3.9 (8)

112.50% of 8 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Total Synergy 240 features

### All Features
- @mentions: An @mention is a way to tag or notify a specific person about a message/post
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Access Management: Control and manage access to company resources
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI Text Generation: Allows users to generate text based on a text prompt.
- AI Text Summarization: Condenses long documents or text into a brief summary.
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Assignment Management: Assign issues and tasks based on availability or required skills
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Automated Receipt Matching: Match digital receipt images or data with corresponding expense entries
- Automated Workflows: Configures thresholds for triggering automated incident initiation responses based on user preferences.
- Autonomous Task Execution: Completes tasks independently without constant human intervention
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
- Backup and Recovery: Create backups and provide methods to recover deleted/lost data
- Baselining / KPIs: Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
- Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Portal: Gateway through which end users can view past bills and pay current invoices
- Bills of Material: Material list of manufacturing parts and associated costs
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Budget Tracking: Track actual spending to ensure it's in line with the planned budget
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Bug Tracking: Monitor and track bugs and issues in the system.
- Bulk Send: Process of sending a large number of documents, messages or emails to multiple recipients at once
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
- Capacity: Monitor capacity in real time to track resource use and identify bottlenecks.
- Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs
- Change Management: Track and monitor efficient handling of all changes/transitions
- Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Consolidation: Centralize payments data from multiple sources such as gateways or payment service providers
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully
- Corrections: Identify misutilizations and provide suggestions to improve planning and scheduling.
- Cost Estimating: Forecast the cost and resources required to complete a project
- Cost Management: Manage budgets, track and optimize spending and align capacity to workload demand
- Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion
- Creation & Assignment: Create and assign tasks for individual users with details and due dates.
- Credit Card Processing: Accept and process credit card transactions
- Credit Note: Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Cross-system Integration: Works across multiple software systems or databases
- Customer Profiles: Record customer information, purchase history, and other notes
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Daily Reports: A document that lists daily activities or maintains a record of all events that happened in a day
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Decision Making: Makes informed choices based on available data and objectives
- Dependencies: Manage dependencies between projects from one or multiple portfolios.
- Dependency Tracking: Track and manage task relationships and dependencies
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates).
- Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid
- Duplicate Detection: Compare new data with existing records to detect duplicate entries
- Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
- Estimating: Estimate expected cost based on various factors before a project begins
- Event Logs: A chronological record of actions or occurrences within a network, software, or process
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- File Encryption: Encrypts data within the file, which can only be decrypted using a password or encryption key
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks
- For IT Project Management: Supports project management for IT professionals & teams
- For Manufacturers: Intended to be used by manufacturers
- For Small Businesses: Designed for small businesses
- Forecasting: Form predictions based on past and present data/trends
- Fraud Detection: Identify and prevent suspicious activity
- GANTT: Provide visual representations of tasks, dependencies, and progress.
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Historical Database: Archive of job costs for similar projects
- Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Inventory Control: Monitor product stock levels
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Invoice Creation: Create invoices from scratch or have recurring invoices
- Invoice History: Store and view prior invoices for each account/client
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- Issue Tracking: Record and follow the progress of every issue
- Iteration Management: Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
- Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
- Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- KPI Monitoring: Tracking the status of previously identified performance measurements
- KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance.
- Labor Cost Reporting: Report on the allocation and distribution of labor costs across projects
- Mass Updates: Allows users to update multiple tasks at the same time, accross multiple projects.
- Master Data Management: Verify, organize, manage & store enterprise data assets in a centralized repository
- Messaging: Communicate using messages within the system
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Mobile: Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Mobile Payments: Clients can submit payments via mobile devices
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Currency: Manage and handle various international currencies
- Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
- Multi-Language: Manage and support multiple languages
- Multi-step Planning: Ability to break down and plan multi-step processes
- Multiple Projects: Ability to handle several projects simultaneously
- Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks.
- Negative Feedback Management: Identify, track, and respond to negative feedback
- Network Diagram: Diagram that depicts connections among nodes in a network
- Payment Processing: Accept, record, and reconcile financial transactions
- Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments.
- Percent-Complete Tracking: Level of completion within a task
- Performance: Identify the most performant content and the types of content that can be improved or eliminated.
- Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load.
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Predictive Analytics: Predict future data based on historical data sets
- Predictive Forecasting: Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
- Prioritization: Arrange tasks based on the level of priority or urgency
- Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions
- Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Accounting: Manage and track financials on a project-to-project basis
- Project Billing: Business model that bills clients an amount based on the project/task/job performed
- Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource.
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Map: Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Proposal Generation: Create proposals based on costs of labor and materials
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
- Recurring Tasks: Set the frequency of a task's occurrence
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
- Release Planning: A timeline for taking a project live that outlines what features should be operational at the go-live date
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Support: Provide support to your customers and employees remotely over a shared network
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Request Management: Evaluating and prioritizing change requests that are received while working on the project
- Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development
- Resource Allocation: Assign available resources to various projects and tasks
- Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
- Resource Definition: Contains library of skills and resources to allow project managers to find and assign to projects.
- Resource Definiton: Create human and material resources and categorize them based on skills and other criteria.
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Resource Request: Approve or reject incoming requests for resources based on need and user permissions
- Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets
- Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
- Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales: Identify sales opportunities and manage leads pipelines by customer or region.
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Shop Floor Management: Manage and control operations that take place on the shop floor or factory floor
- Skills Tracking: Track employee skills, competencies, training & qualifications
- Smart task suggestions: Gives task and resource allocation suggestions based on project context.
- Sprint Planning: Identifying the tasks to be completed and the people to complete them during a set period of time
- Standard Integrations: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
- Team Management: Organizing a group of people to accomplish a task
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
- Third-Party Integration: Addition of necessary external data, applications, tools, or features
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Timeline Management: Manage a detailed schedule of a product plan
- Timesheet Management: Track the amount of time spent on a job or task
- To-Do List: A digital list of items that need to be completed
- To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks.
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Utilization Reporting: Track the frequency of asset usage
- Version Control: Track revisions and updates made to files and navigate between different versions
- Versioning: Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.
- Views: Create customized project views for internal and external purposes (eg: for customers).
- Visibility: Provides real-time insight into procurement costs within categories, departments or projects
- Visualization: Graphical representation of data or processes
- Web-based Deployment: SaaS, web-based, online deployment
- Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests.
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks
- Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments.

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Features

4.2 (34)

4.2

Based on 34 reviews

## Pricing

Value for money

4.3 (27)

### Starting price

Free trial not available

Value for money

4.3 (27)

4.3

Based on 27 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)[

MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/)[

Deltek ArchiSnapper](https://www.capterra.com/p/146596/ArchiSnapper/)[

12d Synergy](https://www.capterra.com/p/180836/12d-Synergy/)[

Ideagen Mail Manager](https://www.capterra.com/p/164410/Ideagen-Mail-Manager/)[

Wiise](https://www.capterra.com/p/201388/Wiise/)

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## Support, customer service and training options

Customer Service

4.6 (32)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (32)

4.6

Based on 32 reviews

## User reviews

Overall rating

4.4

Based on 34 reviews

Filter by rating

5(18)

4(15)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

GH

Glen H.

Founder

Civil Engineering

### "Dont Bother - login is absurdly difficult"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

June 18, 2026

poor

Pros

nothing.. impossible to log in easily

Cons

The login. Constant problems with having to use 365 to log in

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ML

Maren L.

Manager

Food & Beverages

### "Amazing company"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

November 7, 2025

Service rep was amazing and teaching and guiding us how to teach our team members and ourselves how to use it

Pros

Very helpful in learning how to use it and what steps to take to make it more efficient very easy steps to follow

Cons

That we don't use it more often would like to be able to incorporate it more into what we do but for what we do it was an amazing experience

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AA

Aimie A.

Finance and Quality Assurance Manager

Construction

### "Positive Experience - Transform your Business with Total Synergy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

October 22, 2025

Excellent. You can’t fault the customer service, the product, the developments and overall experience of the software Total Synergy has developed.

Pros

From the moment of signing the dotted line to been on boarded and beyond, the service that is provided is outstanding. For businesses, Total Synergy is able to transform the way a business reviews and analyses data.

Cons

There are some features that require some development however for the most part, it is a great software. Reports would be one area that could use some attention.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KN

Keren N.

Office Manager

Architecture & Planning

### "Highly Recommend"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 15, 2025

Has been relatively easy transitioning over to Total Synergy - happy with all the features of the software.

Pros

Total Synergy has proven to be easy to learn as a novice to Project Managment Software. Highly Recommend.

Cons

The most time consuming aspect of intergrating Total Synergy into our Office has been the initial Data Imports.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

FM

Fiona M.

Director

Construction

### "Synergy Is Great but Be Prepared. "

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 18, 2025

Overall synergy is incredibly useful and detailed and it has made a huge difference to tracking, reporting and cost management

Pros

Synergy is very detailed in the amount of data you can capture for complex project management.

Cons

Huge learning curve and incredibly complex system which took a long time to get the hang of, even for a smaller business.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SP

Stacey P.

Practice Administrator

Architecture & Planning

### "Seven months in to Synergy"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 20, 2025

Overall - happy. When we have a problem, someone can normally resolve it or tell us that what we want isn't possible - while frustrating, it's at least good to know that it's impossible (at this stage!)

Pros

Everything in one place - projects, timesheets

Cons

The setup was very expensive, so we did it ourselves but there are some issues we've found from our inexperience at setup

Switched from

[BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)

It wasn't being used as effectively as we could have and found that Synergy offered everything we wanted.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AD

Andrew D.

Director

Civil Engineering

### "Synergy makes Engineers' lives easier. I'm a fan."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 16, 2025

I've been using Synergy for over 20 years! I can't imagine doing business without it. It simplifies so much of the business admin, as well as the daily project management and project admin.

Pros

The software takes care of so many aspects of our business. Client details; timesheet keeping; financial controls; database; project budgets; invoicing; correspondence and templates; and - super importantly - allowing us to check how we're going with each project. It's a daily health check and keeps the practice's engine running.

Cons

The cloud-based web app is super convenient and means you can run the practice from any browser. However, some of the features are not as intuitive or run a little clunky compared to the original desktop app that we use to use before the cloud version came along.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

FI

Fathima I.

Architectural Technician

Architecture & Planning

### "Overall Good one for the team"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 12, 2025

Pros

Project Management, Tasks, Chats, Timeline, Transmittal & Timesheets

Cons

Uploading files some times a bit hassle.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

HK

Harry K.

Managing Director

Construction

### "Highly recommended platform for Project Management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 7, 2024

Very smooth, very easy day to day. Customer care is also great when required.

Pros

Ability to manage our team resourcing and project financials as well as link into our main accounting software

Cons

ability to have separate task inputs into the same timesheet line item without duplicating the line item

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BR

Bridie R.

Head of Operations

Construction

### "How I utilise Total Synergy as Head of Operations at Factor PM - project and design management partners"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 7, 2024

My overall experience with Total Synergy has been positive, especially in the areas of accounts, invoicing, and timesheet management. The platform's intuitive design makes it easy to track and manage invoicing, ensuring that everything is accurately billed and nothing is overlooked. The timesheet functionality is streamlined, which helps with maintaining clear records of team hours, making it simple to monitor productivity and ensure proper allocation of resources. The ability to link time entries to specific projects and tasks adds another layer of precision to project accounting, and the software’s integration of these financial features ensures that project budgets and costs are kept in check. Overall, it’s been a highly efficient tool for keeping the administrative side of projects under control.

Pros

Total Synergy is a powerful tool that really stands out for its comprehensive project management features tailored specifically for the architecture, engineering, and construction (AEC) industry. What I like best about it is how seamlessly it integrates project planning, resource management, and financial tracking into one platform. This ensures a smooth workflow and enables efficient coordination across teams. Its ability to handle complex billing structures, track time and costs accurately, and provide clear reporting is crucial for staying on top of both project progress and profitability. The cloud-based collaboration also makes it easier to manage projects from anywhere, ensuring transparency and control at every stage.

Cons

What I like least about Total Synergy, specifically on the accounting side, is the occasional difficulty with syncing it to MYOB AccountRight. While Total Synergy offers robust features for managing accounts and invoicing, the integration with MYOB isn't always seamless. At times, I've experienced issues where the sync doesn't work as expected, leading to discrepancies between the two systems. This can cause delays in reconciling accounts and managing financial records, adding extra time and effort to ensure everything is aligned correctly. Improving this integration would significantly enhance the overall efficiency of managing accounts.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/23086/Synergy-AEC/reviews/)

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