# Exact Synergy Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Exact Synergy Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more.

Source: https://www.capterra.com/p/236439/Exact-Synergy

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# 

 Exact Synergy Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

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## 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.

[4.5 (2,255)](https://www.capterra.com/p/146136/Lucidchart/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

2.0 (1)

Ease Of Use

4.4 (3,012)

Value For Money

0.0 (0)

Value For Money

4.4 (2,325)

Customer Service

0.0 (0)

Customer Service

4.3 (1,986)

## Exact Synergy alternatives

[4.5 (13,581)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (80)](https://www.capterra.com/p/181735/BIC-Platform/reviews/)

Starting price

$125.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (15,388)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[Zapier](https://www.capterra.com/p/130182/Zapier/)

[4.7 (3,051)](https://www.capterra.com/p/130182/Zapier/reviews/)

Starting price

$29.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/130182/Zapier/)

## 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, along with configurable workflow, process modeling and designing, and a graphical workflow editor. It also includes document management, CRM, task management, reporting and analytics, role-based permissions, and third-party integrations for process coordination and records handling.

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. In person and live online formats support guided instruction, webinars cover scheduled presentations, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review.

Getting Started and Support

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

Exact Synergy provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. With no reviewer feedback available on support experiences, the product listing only confirms these contact and self-service channels, without indicating response times, helpfulness, or common support issues.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Define and maintain business rules that determine workflow capabilities and criteria

Track and manage schedules and meetings via an integrated calendar

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Store, manage and track all forms in a centralized location

Create, design and modify the flow and processes of tasks in a project

Observe and track the demand, usage, progress or quality of a system, product, or user

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Document any changes or proposed changes made to business processes or workflows

Visually identify, define, and map all details and relationships surrounding business process models and elements

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Create, manage and track all task activities and progression

Track the status and progress of tasks

Sample files or documents that could be customized as needed or used as is

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

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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

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## 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. All incentivized reviews are subject to our verification process prior to publication.

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