# Synergize Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Synergize the right Document Management solution for you? Explore 41 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/74655/Synergize/reviews --- Synergize 4.4 (41) [View alternatives](https://www.capterra.com/p/74655/Synergize/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Synergize Ease of use 4.0 Customer Service 4.2 ## Pros and Cons in Reviews JR John R IT ManagerTransportation/Trucking/Railroad, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ December 7, 2020 DP Dave P IT SupportTransportation/Trucking/Railroad, 51 - 200 employeesUsed the software for: More than 2 years. “We did have some difficulty using their document viewer ("Synergize Viewer") over our RDS environment using certain hardware. “ November 25, 2020 DP Dave P IT SupportTransportation/Trucking/Railroad, 51 - 200 employeesUsed the software for: More than 2 years. “We deal with many vendors, and without a doubt, Microdea delivers some of the best, if not THE best customer service.“ November 25, 2020 CK Chelm K Business AnalystTransportation/Trucking/Railroad, 501 - 1,000 employeesUsed the software for: More than 2 years. “The SPS administrative interfaces are fairly slow to work with. “ December 7, 2020 TR Travis R IT Application SpecialistTransportation/Trucking/Railroad, 51 - 200 employeesUsed the software for: More than 2 years. “The software helps greatly with our customer service, when dealing with PODs.“ December 7, 2020 TP Timothy P Lead of IT OperationsTransportation/Trucking/Railroad, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It's ease of use and the ability to customize at a granular level which areas and types of data is collected.“ November 30, 2020 ## Showing most helpful reviews Showing 1-25 of 41 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Melissa G. Payroll/ Human Resource manager Used the software for: 2+ years ### "Customer Support is great " November 14, 2017 4.0 Pros The ability to send invoicing with ease if great, also customer support team is always fast to reply and help with we have issues. Cons The length of time it takes to get sales information, speed is an issue which we have had the customer support team working on for a while now. Review Source Response from Pegasus Transtech November 30, 2018 Thanks for taking the time to provide your review of Synergize, Melissa. It is sincerely appreciated. The team at Microdea appreciates the positives you had to share and also wants to let you know that we're constantly looking to improve and feedback like yours let's us know where to focus. Thanks again, - The Synergize Team RK Ronen K. President Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize Review" December 7, 2020 5.0 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/) Reason 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 aS abhi S. Dispatcher Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Synergise- For Fast and easy Document Processing" April 18, 2026 5.0 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 MK Matt K. Sr Platform Eng Insurance Used the software for: 2+ years ### "Long road" December 3, 2020 3.0 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 Reason for choosing Synergize Best option at time, and local dev and support Review Source DP Dave P. IT Support Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize Works Well, but Support is OUTSTANDING!!" November 25, 2020 5.0 Very capable, very responsive company that will partner with you and do what it takes to provide automation for your document handling needs. Highly recommended! Pros We use Synergize to capture, organize and store our volumes of transportation documents. The folks at Microdea created and implemented a solution that was customized to our unique needs, and it normally works flawlessly. When there are hiccups (usually due to external issues beyond their control) Microdea always resolves same-day, and often same-hour. We deal with many vendors, and without a doubt, Microdea delivers some of the best, if not THE best customer service. Cons We are very happy with the software, and have no complaints. We did have some difficulty using their document viewer ("Synergize Viewer") over our RDS environment using certain hardware. There was a rendering issue that we could not fix and we eventually had to purchase new equipment in order to properly use the viewer. Review Source JR John R. IT Manager Transportation/Trucking/Railroad Used the software for: 2+ years ### "Excellent Customer Support" December 7, 2020 5.0 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. Reason for choosing Synergize Customer service, ease of use, and the recommendation of our peers. Review Source Godfrey C. Technical Quality Manager Tobacco Used the software for: 1-2 years ### "Synergize review" July 17, 2021 5.0 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 VR Verified Reviewer General Manager - Special Projects Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Review" October 30, 2018 4.0 Synergise has huge potential in our business. Thats why we bought it. It has taken us a long time to start to realise the benefits (our issue not Synergise). We have been a customer for 18 months and the implementation team and project management team are fantastic. They relate to our industry well, therefore the outcomes and workflows make sense. Pros The ability to integrate in a bi-directional manner with our third party TMS software. Cons Sometimes difficult to problem solve when the workflow isnt clear. Documentation and explanation of the workflow could be better. Review Source Response from Pegasus Transtech December 5, 2018 Hello there, Thank you for the insightful review. It's tremendously appreciated and the positive impact to your business is always great to hear about. Thanks again - The Synergize Team TP Timothy P. Lead of IT Operations Transportation/Trucking/Railroad Used the software for: 2+ years ### "Amazing time saver" November 30, 2020 5.0 Great, we've utilized their system to streamline and speed up the process of handling drivers tickets. It's saved our employees hours and hours of work on a daily basis. Every time I email their support they respond very quickly and are extremely knowledge and have the ability to resolve our issue in a timely manner. We are looking to expand our use of Synergize in other areas of the company, including AP. Pros It's ease of use and the ability to customize at a granular level which areas and types of data is collected. Cons I haven't run into any issues, all of the issues I've ran into were promptly resolved by their support team. Only thing I would add would be the ability to add decimals where one was not present. Note: The system DOES have the ability to change decimals. Such as if the system picks up a comma it can REPLACE it with a period. Review Source CO Collin O. Financial Analyst Logistics and Supply Chain Used the software for: 6-12 months ### "Synergize for Accounts Payable" May 17, 2019 4.0 We are beginning to realize some of the efficiency gains by using Synergize, especially in the document look up and determining its status area. Our overall experience has been positive. The staff and support are very helpful and new features/functionality can be easily added. My only advice would be to plan your processes in detail up front to save on implementation and process change costs. Pros In my opinion, Synergize offers us integration with our multiple platforms and makes our data easily accessible. In particular, we can access an invoice and find out its current status in our payment process, read any notes we have about it and follow up with the appropriate person if needed. It also increases the speed at which we process invoices as it has the ability to automate a portion of our payment process. Lastly, we can also extract data for our internal reports. Cons Although this is a great software, it does require a lot of IT resources up front and some IT ongoing. A lot of this can be alleviated by thoroughly understanding how you want your process to flow during the design phase as the software has many features. Review Source Response from Pegasus Transtech May 22, 2019 Thanks for sharing your review, Collin. We're going to continue getting better and your feedback is useful. - The Synergize Team TC Todd C. director of I.T. Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize" November 23, 2018 4.0 Pros Great software for imaging integration. Their solutions are open for customization. Cons Support response time is much better now than when it was a few months ago. Review Source Response from Pegasus Transtech December 5, 2018 Hello Todd, Thanks for your kind words around our integration capabilities and our customization options. And as you mentioned, we're continually improving our customer service as well. It's appreciated that you took the time to share your insight. Thanks again - The Synergize Team KJ Kiran J. Project Manager Transportation/Trucking/Railroad Used the software for: 2+ years ### "It is very helpful! Reduced our overheads and improved efficiencies. " November 14, 2017 5.0 Pros Easy to use. It requires little or no training for new employees. Very helpful customer support team! Cons There is some room to improve on visual aspect. Some of the screen designs can be made more appealing. Review Source Response from Pegasus Transtech November 30, 2018 Thank you for the feedback, Kiran. The team at Microdea appreciates your kind words regarding Synergize. We've taken your feedback into consideration and dedicated extra attention towards the visual appeal of the Synergize interface on our latest releases. - The Synergize Team LB Lynn B. AP Manager Used the software for: 6-12 months ### "User friendly system" November 20, 2017 3.0 Pros I like ability to upload invoices with one click. GP and Synergize work great together. If there are duplicates I am warned and if there are incorrect codes I am warned as well. Cons I don't like that I cant have auto messages appear(warnings if something is entered incorrectly). I wish the system would allow messages to appear. I wish the system wouldn't allow future dated invoices as well. Review Source Response from Pegasus Transtech December 3, 2018 Hello Lynn, Thanks for taking the time to provide your comments on Synergize. We appreciate the title of User friendly system and have taken into consideration your feedback in updates. We aim to earn your 5 star review. Thanks - The Synergize Team MT Monique T. QA manager Computer Software Used the software for: 2+ years ### "Document management" November 29, 2018 5.0 Pros it is great that it can integrate with other ERP software, easy to scan and index documents while providing different "Cabinets". It is fast to access as well Cons it requires quiet a bit of setup in order to integrate and customer service is not very helpful and takes a while to respond. Review Source Response from Pegasus Transtech December 5, 2018 Hello Monique, Thanks for taking the time to write your review of Synergize. We appreciate your comments around ease of indexing, imaging and our integration capabilities. We're continually looking to refine our implementation processes and have recently launched a Customer Success unit in addition to our existing Support team to better serve our customers. Thanks again - The Synergize Team DV Dorothyv V. IT/IS Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize - maximize efficiencies and process improvement" November 24, 2020 5.0 Synergize has a great support team, quick to respond. They always welcome new ideas and work with customers to try and review/improve their organizations. Love their conference and able to network, obtain new concepts from fellow users of the product. Pros The product integrates well with our TMS ( Transportation Management System). Product able to be deployed in various areas of company ( from safety to HR to Shipping Docs to Accounts Receivable) . Love the process automation part in order to manage workflows of documents. Cons Upgrades need to be managed well , recommend user testing PRIOR to upgrades to ensure familiarity with new features. Review Source JT Janet T. Admin Transportation/Trucking/Railroad Used the software for: 2+ years ### "Excellent" November 24, 2020 5.0 We appreciate the ease of use of Synergize, and any items that required tech support were handled quickly and easily. Pros Everything about it is pretty intuitive... very little training required for new users. Cons I don't have any complaints, the software is exactly what we need. Review Source TG Todd G. VP Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize " November 30, 2020 5.0 Pros The ease of use across the enterprise along with the customer support. Cons The optical reading could improve. As far as the document recognition it could improve as many of our documents are not recognized. Review Source mH marci H. owner Transportation/Trucking/Railroad Used the software for: 2+ years ### "Frustrated" November 24, 2020 5.0 Not real good like the product but the customer service staff not so much. Pros It easy ability to use the system and show someone else Cons The support is terrible I am charged for it every quarter but getting someone to call me back is like pulling teeth. I always have to get my IT guy involved which is very expensive Reason for choosing Synergize Because we use TMW and have for many years and they recommended me since the two work togather Review Source DL Dan L. Vice President of Finance Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize" November 24, 2020 5.0 Pros The product is tightly integrated with TruckMate Cons Upgrades seem to take a long time Review Source LC Louis C. Operations Manager Transportation/Trucking/Railroad Used the software for: 2+ years ### "Overall good product" November 24, 2020 4.0 Pros Documents easy to view and search, integrated well with Truckmate. Cons email capture is a little cumbersome, too many steps to index attached documents when using Gmail. Review Source RM Ryan M. Efficiency Analyst Transportation/Trucking/Railroad Used the software for: 2+ years ### "Very easy to use once configured. Time savings are immense." November 14, 2017 5.0 Time savings, Peace of Mind and Accuracy Pros The thing I like the most about this software is the ease of use for the end user and peace of mind that its done right for management. Cons The thing I like the least about this software is that it is somewhat cumbersome to tweak settings or configurations on your own. The staff are really helpful however. Review Source Response from Pegasus Transtech November 30, 2018 Hey Ryan, Thank you for the great review. It's sincerely appreciated that an Efficiency Analyst such as yourself had such glowing things to say about the efficiency of Synergize! We're constantly looking to make the self-customization of Synergize better for our customers; although our support team is always more than willing to help, we recognize the value of empowering our customers as well. Keep an eye out in 2019 (and hopefully every year afterwards) for our User Conference where we hope to empower users such as yourself with the information and tools they need to make those custom configurations, and more. Thanks again - The Synergize Team JR Jacob R. EDI Admin Transportation/Trucking/Railroad Used the software for: 2+ years ### "Good Customer Service" March 1, 2019 5.0 It is a nice product once everything is setup and working Pros Customer suppoer typically gets back to you within a day if not sooner Cons There is no real training for internal users to setup new processes on the SPS server Review Source Response from Pegasus Transtech March 5, 2019 Hey Jacob, Thanks for taking the time to provide your feedback on Synergize - it's appreciated. We're thankful for the kind words and I'll be sure to pass along your review to the Customer Service team. We're also glad that you find Synergize to be an effective tool for your organization. Of course, the Synergize team is always looking to get better, so I'll also provide your feedback around training to the management team. Thanks again for your review Jacob. - The Synergize Team CK Chelm K. Business Analyst Transportation/Trucking/Railroad Used the software for: 2+ years ### "Imaging system at Cole " December 7, 2020 4.0 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. Reason for choosing Synergize Not applicable. Review Source DM Duane M. Manager, Application Software Transportation/Trucking/Railroad Used the software for: 2+ years ### "Synergize Review" November 24, 2020 4.0 My experience has been great. From our POC in \[SENSITIVE CONTENT HIDDEN\], to Solutions in \[SENSITIVE CONTENT HIDDEN\] and the whole support /implementation team, \[SENSITIVE CONTENT HIDDEN\] Pros Ease of use, document capture and support team Cons there is not much I do not like. Would like to learn more about the process server Review Source ND Nicola D. IT Manager Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Synergize In a whole" December 7, 2020 2.0 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. Reason for choosing Synergize It works with TMW Review Source Similar Products Featured ## Related categories [Document Management](https://www.capterra.com/document-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.