Exact Synergy

(10)
3.2 out of 5 stars

Web based CRM HR Document Management

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Exact Synergy review by Administrator in Machinery
Administrator in Machinery
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Good in places, but could be better

What do you like best?

Ability to produce an Excel report that can then be customised to your requirements. The Service Opportunities module is quite good along with vacation planning.

What do you dislike?

The invoicing and scheduling suck. This needs serious attention. Also, the support we have received has not been the greatest. When problems are reported, they take a very long time to get resolved, if at all in some cases. For the scheduling, the display is not very user friendly and you cannot display all technicians without having to scroll down the screen. When you invoice, it is very difficult to remove multiple entries if you need to make changes.

Recommendations to others considering the product

Look at other solutions. I am sure there are better options in the marketplace

What business problems are you solving with the product? What benefits have you realized?

We have moved away from paper worksheets and our technicians now enter all information via iPad. This means the customer receives an electronic copy of the worksheet once completed. Previously we had an administrator entering the information manually, so this task has now been eliminated allowing them to concentrate on other tasks.

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Exact Synergy review by <span>Cinthya R.</span>
Cinthya R.
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Easy way to follow up work activities

What do you like best?

You can administrate your work, is not necesary to remember everything if creates workflows to follow up your activities and can focus only in what you have to do because is so clear who is responsible of each stage.

What do you dislike?

If people don´t do their work, workflows get stuck and you can't finish them, if are not clear enough no one gets responsible. Is hard to older people use this kind of softwares.

Recommendations to others considering the product

Is important that the company has a clear vision of what they need and the way that they want to achieve the goals and who is going to be part of the project, so the software can get the right direction.

What business problems are you solving with the product? What benefits have you realized?

Delegate work, people responsible for specific activities, follow up workflows, assing activities to others, keep record from customer demands.

What ERP Systems solution do you use?

Thanks for letting us know!
Exact Synergy review by <span>Sibolt S.</span>
Sibolt S.
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Invitation from G2 Crowd
Reviewed On

Customizable process software

What do you like best?

It is relatively easy to start working with Synergy. We use it as our key CRM system. The software is easy to configure, and easy to use if you choose for one of the standard platforms, like the CRM template. We use the same Synergy solution for client service.

What do you dislike?

The client looks a bit old. The software can be used web-based when you contract a special Synergy hosting partner. We used the standard edition. That is not longer supported it seems. The Enterprise edition is still available.

Recommendations to others considering the product

Check how long Exact will continue the support and maintenance on Synergy. A completely web-based system might be a good alternative for Synergy

What business problems are you solving with the product? What benefits have you realized?

Complete CRM. All email traffic, invoices, foloow up activitiets, appointments, invoices etc.

Exact Synergy review by <span>Ruben M.</span>
Ruben M.
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Easily follow your next track

What do you like best?

Is so customisable but not everybody knows how, you will need program skills and Database knowledge.

About the interface, is clear and clean, to final users there is not hard to find the buttons.

What do you dislike?

Sometimes is necessary be notified of the activities you should do and EXACT SYNERGY for himself don't have the ability to send emails.

Recommendations to others considering the product

Evaluate the installation before starts.

Put special attention to the database, grows so fast.

Depending the number of users the LAN can be saturated.

What business problems are you solving with the product? What benefits have you realized?

Exact Synergy let you know exactly in what part of the administrative process the procedure is, what should be done and how is the responsable.

It pull the information to fluid all over the Company.

Exact Synergy review by User
User
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Our New software

What do you like best?

We have upgraded to this software, we are still learning about all of the potential it has to offer us. More information linked in all of our databases , as it relates to our customers.

What do you dislike?

Haven't found anything as of yet. Still implementing and verifying information.

What business problems are you solving with the product? What benefits have you realized?

To have information available as we are speaking with customers. Will be a quicker way to confirm customer's information. Instead of having to search for it.

Exact Synergy review by Administrator in Business Supplies and Equipment
Administrator in Business Supplies and Equipment
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It is good for Service Dispatching.

What do you like best?

- The service dispatching is good for being linked to emailing users

- The dispatch board is easy for tracking service technician hours and availability

What do you dislike?

- The search function does not work very well.

What business problems are you solving with the product? What benefits have you realized?

- This software has sufficed for service disrptching and tracking technicians hours

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