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Synergize Logo

Document management and back-office automation solution

Table of Contents

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Synergize - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Synergize overview

What is Synergize?

Synergize is a cloud-based document management and back-office automation solution designed to help medium and large businesses access, store and manage all crucial documents on a unified platform. Primarily used within the transportation and logistics sectors, the centralized platform enables users to quickly respond to compliance requests and customer queries, with the aim of improving operational efficiency within the organization.

Key features of Synergize include management of business processes, image capturing, workflows, collaboration and records. It comes with a scanning module supported by on-site as well as third-party scanners, which allows users to scan, capture and archive large volumes of data in standard electronic formats. Plus, businesses can use the automation tool to automatically create and send invoice packages with attached documents and payment reminders for outstanding receivables.

Synergize provides a web-based, graphical workflow designer for businesses to define processes including pre-built actions, custom actions, validation rules, and rule-based routing, among others. It facilitates integration with several third-party accounting, bookkeeping and transportation management software (TMS) systems such as TruckMate, Vector, Accellos, Microsoft, MercuryGate and more.

Starting price

800 /
per month

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Pros & Cons

Ease of Use

Integrations

Customer Support

User Interface

Synergize’s user interface

Ease of use rating:

Synergize pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(20)
5(19)

What do users say about Synergize?

We appreciate the ease of use of Synergize, and any items that required tech support were handled quickly and easily.

Select to learn more


Who uses Synergize?

Based on 40 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Transportation/Trucking/Railroad
Computer Software
Accounting
Insurance
Others

Use cases

- Not enough reviews
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-
-
-
-

Synergize's key features

Most critical features, based on insights from Synergize users:

Document capture
Document storage
Access controls/permissions
Full text search
Archiving & retention
Collaboration tools

All Synergize features

Features rating:

Workflow configuration
Business process automation
Task management
Document classification
File sharing
Optical character recognition
Document generation
Electronic signature
File recovery
Offline access
Version control
Workflow management
Third-Party integrations
Secure data storage
Mobile access
Graphical workflow editor
Forms management
Document management
Document automation
Customizable dashboard
Audit trail
Approval process control
API

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Synergize pricing

Value for money rating:

Starting from

800

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Synergize price and value

Value for money rating:

To see what individual users think of Synergize's price and value, check out the review snippets below.

“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.”
RM

Ryan M.

Efficiency Analyst

“The immediate access to information internally, and the ability to seamlessly flow the documents to our customers is stellar.”
KB

Kellie B.

VP Order Fulfillment

Synergize support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Email/Help Desk

Training options

Live Online
Documentation
Webinars
In Person

Synergize FAQs

Q. Who are the typical users of Synergize?

Synergize has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does Synergize support?

Synergize supports the following languages:
English


Q. Does Synergize support mobile devices?

Synergize supports the following devices:
Android, iPad, iPhone


Q. Does Synergize offer an API?

No, Synergize does not have an API available.


Q. What level of support does Synergize offer?

Synergize offers the following support options:
Chat, Phone Support, Email/Help Desk

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