--- title: "Exact Synergy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Exact Synergy Software - reviews, pricing plans, popular comparisons to other Order Management products and more." source_url: "https://www.capterra.com/p/236439/Exact-Synergy/" page_type: "product" language: "en" --- # Exact Synergy Software Review 2026: Features, Reviews, 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)[Support](#support)[Reviews](#reviews) Exact Synergy ## What is Exact Synergy? Cloud-based BPM platform that allows businesses to manage workflows, handle projects & improve collaboration across the organization. ## What is Exact Synergy used for? [Business Process Management](https://www.capterra.com/business-process-management-software/)[Order Management](https://www.capterra.com/order-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... 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 Exact Synergy?[Manage this product listing](https://www.g2.com/products/group-fio-s-quote-to-order-solution/claim_requests/new?auto=true) ## 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. ### Exact Synergy 2.0 (1) VS. [4.6 (6,117)](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 2.0 (1) Ease Of Use 4.5 (22,433) Value For Money 0.0 (0) Value For Money 4.3 (15,237) Customer Service 0.0 (0) Customer Service 4.4 (12,735) ## Exact Synergy alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.5 (109)](https://www.capterra.com/p/136077/Tradogram/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.8 (1,068)](https://www.capterra.com/p/179296/GetMaintainx/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Trello](https://www.capterra.com/p/211559/Trello/) [4.5 (23,619)](https://www.capterra.com/p/211559/Trello/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211559/Trello/) ## FAQs about Exact Synergy Features and Usability ### What are the key features of Exact Synergy? Exact Synergy offers workflow management, business process automation, and approval process control for handling structured processes. It also includes document management, CRM, task management, and calendar management, plus reporting and analytics, activity dashboards, role-based permissions, audit trail, and a graphical workflow editor for designing and tracking process changes. Getting Started and Support ### What training and onboarding options does Exact Synergy offer? Exact Synergy provides in person training, live online sessions, webinars, documentation, and videos. These formats support guided instruction, scheduled group learning, self-paced reference, and recorded walkthroughs for teams that need different ways to learn the product. Getting Started and Support ### What customer support options does Exact Synergy offer? Exact Synergy offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so the support experience cannot be summarized from user sentiment. ## Features AI summary Based on 3,617 Order Management reviews Capterra reviewers point to these as the top priorities when selecting business process management software: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) Exact Synergy supports all three features that reviewers rank highest: **Workflow Management**, **Task Management**, and **Business Process Automation**. Used together, these capabilities help businesses coordinate processes, keep work on schedule, and automate repeatable steps, allowing teams to improve consistency, reduce manual effort, and complete tasks more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Trail A record of all activities within the system, including user access, changes made, etc. Exact Synergy 42 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - 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 - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Forms Management: Store, manage and track all forms in a centralized location - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.0 (1) 3.0 Based on 1 reviews ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options 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 ## User reviews Overall rating 2.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent MH Marc H. Head of Projects and Integration Information Technology and Services ### "Somewhat frustrating experience" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 December 17, 2023 Pros We used the Synergy part of the Exact package for HR processes, including (sick) leave and other processes. It was an improvement over not having a proper system in place and the Exact suite offers a lot of different modules. Cons The user interface does not feel very intuitive, often requiring multiple clicks to get to where you need to be. Perhaps we have not made the most out of it, either way we have since moved to a dedicated HR system offering a more focused user-friendly experience. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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