--- title: "Synergize Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Synergize Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/74655/Synergize/" page_type: "product" language: "en" --- # Synergize Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 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) Synergize ## What is Synergize? Dedicated to the Transporation and Logistics industry; Synergize document management software has helped hundreds of transportation and logistics companies manage their critical documents and information. Our automation platform addresses top industry concerns including improving cash flow, recruiting and managing new drivers, adhering to compliance regulations for HR & Safety documentation, and making sure that freight documents are at your fingertips when customers call with questions. ## What is Synergize used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 2% Starting price $800 Per Month Free trial available Free version not included 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 Synergize?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.transflo.com/&name=Synergize) ## Synergize Overview Updated August 2026 AI summary Synergize enables organizations of all sizes to manage documents, records, and workflows through features like document capture, storage, classification, electronic signatures, and access controls. With secure data storage, file sharing, workflow automation, approval controls, audit trails, and third-party integrations, it supports teams seeking efficient document handling and process coordination across cloud and desktop platforms. ## 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. ### Synergize 4.4 (41) VS. [4.4 (1,020)](https://www.capterra.com/p/123400/revver/reviews/) Starting Price $800 Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (41) Ease Of Use 4.3 (28,468) Value For Money 4.0 (37) Value For Money 4.2 (20,595) Customer Service 4.2 (38) Customer Service 4.4 (18,589) ## Synergize alternatives [4.5 (539)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price $25000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,592)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 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/161425/Drive/) [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) [4.4 (5,460)](https://www.capterra.com/p/1167/SharePoint/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/1167/SharePoint/) [OneDrive](https://www.capterra.com/p/161304/OneDrive/) [4.5 (12,834)](https://www.capterra.com/p/161304/OneDrive/reviews/) Starting price $1.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161304/OneDrive/) [View all alternatives](https://www.capterra.com/p/74655/Synergize/alternatives/) ## FAQs about Synergize Overview ### Which roles and teams benefit most from Synergize? Synergize is most used by IT managers, application specialists, and IT operations teams that need to manage integrations, support business systems, and keep workflows running reliably. Finance and accounts payable teams use it to streamline transaction processing, while operations managers and analysts rely on it to improve efficiency, coordination, and visibility across departments. Answer based on 41 reviews Overview ### What company size and specific industries is Synergize built for? Synergize is designed for transportation and logistics companies, especially those that need to improve back-office processes as they scale. It fits organizations of varying sizes that want to reduce bottlenecks and grow without adding additional headcount. Features and Usability ### What are the key features of Synergize? Synergize offers workflow management with approval process control, graphical workflow editor, and business process automation. It also includes document management features such as document capture, classification, generation, storage, version control, electronic signature, and full-text search, plus access controls, audit trail, reporting and analytics, and third-party integrations. Integrations ### Which third-party tools and platforms does Synergize integrate with? Synergize integrates with 10 third-party tools and platforms, including Microsoft Outlook, Microsoft Dynamics GP, NetSuite, QuickBooks Online Advanced, Infor CloudSuite, SAP BusinessObjects Business Intelligence, Sage 300 Construction and Real Estate, Sage 500, PCS Shipper TMS, and 3G Transportation Management. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does Synergize offer? Synergize provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions cover guided setup remotely, webinars offer group learning sessions, and documentation gives written reference material for self-paced review. Answer based on 4 reviews Getting Started and Support ### What customer support options does Synergize offer, and how do users rate the experience? Synergize offers email/help desk, phone support, and chat. Many users describe support as fast, reliable, and quick to resolve issues, sometimes the same day. Others report slower responses, limited communication, unhelpful service, and repeated explanations when problems involve integrations or ongoing technical setup. Answer based on 11 reviews Ease of use ### Is Synergize easy to use for new teams? Synergize feels easy for many end users, but new teams may face a learning curve at first. Customer service staff and managers often find document viewing, indexing, and daily work straightforward, while dispatchers, drivers, and newer employees may need training when workflows, settings, or interface options feel less intuitive. Answer based on 12 reviews ## Features AI summary Based on 31,543 Document Management reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**55%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**48%**) Synergize supports all three features that reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information quickly with the right people, allowing teams to manage records more efficiently and work with better control over document access. Document Storage 4.4 (16) 75.00% of 16 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 3.6 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Access Controls/Permissions 3.6 (14) 71.43% of 14 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Mobile Access 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Collaboration Tools 3.1 (10) 40.00% of 10 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Document Capture 4.3 (17) 82.35% of 17 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository Synergize 32 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - 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 - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Dashboard: Alter the layout and content of dashboards - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Secure Data Storage: Securely stores data to prevent data loss or breaches - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Configuration: Alter the default workflow to meet your organization's needs - 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 4.1 (41) 4.1 Based on 41 reviews ## Pricing Value for money 4.0 (37) Free Trial Basic $800.00 Per Month Value for money 4.0 (37) 4.0 Based on 37 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ SAP BusinessObjects Business Intelligence](https://www.capterra.com/p/92075/SAP-BusinessObjects/)[ Infor CloudSuite](https://www.capterra.com/p/235778/Infor-Cloud-ERP/)[ Sage 500](https://www.capterra.com/p/227242/Sage-500/)[ 3G Transportation Management](https://www.capterra.com/p/251331/3GTMS/) 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 Customer Service 4.2 (38) 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 4.2 (38) 4.2 Based on 38 reviews ## User reviews Overall rating 4.4 Based on 41 reviews Filter by rating 5(20) 4(17) 3(3) 2(1) 1(0) Mentioned topic Sorted by most recent AS abhi S. Dispatcher Transportation/Trucking/Railroad ### "Synergise- For Fast and easy Document Processing" 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 April 18, 2026 Overall Great experience. Once you get to know the software, its like a Cake walk. You can do all necessary editing in no time. Truly recommended. Pros Fast scanning and filing of documents. Editing and formatting the scanned pages is great. Search options are in abundant, as one can pull out any document from any date and time. Cons The interface should be more user friendly as lots of options are there for the first time user creating confusion. 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. Godfrey C. Technical Quality Manager Tobacco ### "Synergize review" 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 17, 2021 We mostly utilize it to save documents in a process in which the workflow stands out. Pros It enhances the speed by automating a part of our payment procedure with which we manage the invoices. Furthermore, for management review, we can extract data for reporting Cons We are happy with the product and have nothing to worry about. We faced few problems with the document viewer ("Synergize Viewer"). 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. DC Danny C. dchapa@super-loadtransport.com Transportation/Trucking/Railroad ### "Good Pruduct integration to TMW" 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 9/10 December 8, 2020 It has worked for us on our operation. Pros Helps get the POD's on the system and everyone can have access in the system. Cons It is a little complicated to get the document saved as a file to email. Reasons for choosing Synergize We bought Synergize with TMW as a package 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. CK Chelm K. Business Analyst Transportation/Trucking/Railroad ### "Imaging system at Cole " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 7, 2020 A good experience especially with the support team. Pros Automatic reading and rendering of emails as well as various routes of ingestion e.g. Synergize Desktop. Cons Fragility. Tends to be brought to a halt when a faulty document enters the system which then requires human intervention. The SPS administrative interfaces are fairly slow to work with. Reasons for choosing Synergize Not applicable. 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. RK Ronen K. President Transportation/Trucking/Railroad ### "Synergize Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 7, 2020 good Pros Accessibility to imaging and a workflow feature that we hope to one day will actually work for all departments and all users Cons not intuitive enough for drivers and dispatchers to use to its fullest potential Alternatives considered [Trimble TMS](https://www.capterra.com/p/175186/Transportation-Management-and-Trucking-Software/) Reasons for choosing Synergize more powerful. supported consolidation better. room to grow into other department. fits better company goal of transitioning all departments in paperless remote fully automated workflows 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. KC kevin C. IT Project Manager Transportation/Trucking/Railroad ### "AP Workflow" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 7, 2020 Pros I generally have no issues/problems with the software to deal with Cons Users comment that the invoice approval screens are awkward. 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. ND Nicola D. IT Manager Transportation/Trucking/Railroad ### "Synergize In a whole" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 December 7, 2020 Horrible lack of support no communication from the support team unless you email them for updates. Pros Not much to like about the software keeps giving problems and support is not up to par. Cons Support is not great at all Tickets are left open having to reach out to sales rep to get answers that still is ongoing. Reasons for choosing Synergize It works with TMW 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. JR John R. IT Manager Transportation/Trucking/Railroad ### "Excellent Customer Support" 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 December 7, 2020 We use it primarily for document storage an workflow, both of which it excels in. Pros Synergize is a great system, made even better by their customer service and support that ensure that when you need them, they are there quickly, consistently, and reliably. Someone asked what I think about it.. I don't think about it. It is one of the packages that I never have to worry about because if my users have issues, support is just a phone or email away. Cons In thinking about the over 10 years we have used them, I can't think of anything that I don't like about it. We are fully integrated into their system with our inhouse system and its a great relationship. Reasons for choosing Synergize Customer service, ease of use, and the recommendation of our peers. 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. TR Travis R. IT Application Specialist Transportation/Trucking/Railroad ### "PODs" 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 9/10 December 7, 2020 Pros The software helps greatly with our customer service, when dealing with PODs. Cons I personally wish that the cost was slightly lower, but its still not the worst. 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. MK Matt K. Sr Platform Eng Insurance ### "Long road" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 December 3, 2020 Past years have had a good relationship. But less so as of late as we grow out of it, and they provide less support for our industry. Pros Legacy product, with comforts and routines that came with that. Cons Locked in Java due missing features with HTML5 Reasons for choosing Synergize Best option at time, and local dev and support 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. [View all Reviews](https://www.capterra.com/p/74655/Synergize/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Google Drive vs Synergize](https://www.capterra.com/compare/74655-161425/Synergize-vs-Drive)