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Description
Gain comprehensive visibility into your business operations with Exact Online, which offers a complete suite of integrated online tools tailored for your needs. Beyond just accounting and CRM functionalities, we deliver specialized solutions for various industries, enabling around 500,000 entrepreneurs to transform their ambitions into reality. Exact Online serves as a solid foundation for building a robust enterprise by encompassing both accounting and CRM services, while also catering to specific sectors such as manufacturing, wholesale, and professional services with our all-in-one packages. Experience seamless automation through a flexible subscription model that includes 24/7 access to vital metrics and data, facilitating collaborative efforts to maximize results. Rest assured that your data is safeguarded with top-notch security measures at all times, and all our offerings come equipped with essential accounting and CRM features. If you’re unsure about which product aligns with your requirements, our user-friendly decision aid will guide you in selecting the most suitable option for your business in just a few clicks, ensuring that you make an informed choice. This way, you can embark on your journey towards greater efficiency and success.
Description
Exact Synergy is a comprehensive workflow and document management solution designed for businesses. New clients acquire the technology through complete solution packages, while current users can enhance their Synergy licenses by adding more users or supplementary solutions. In collaboration with our resellers, we provide a distinctive blend of expertise and services tailored to meet the specific requirements of small and medium enterprises (SMEs). At its core, Exact Synergy serves as the foundational platform for Exact's HRM, CRM, and BPM systems. It features robust process management and automation capabilities, complete with alerts and notifications. Additionally, it offers integrated document management and archiving, efficient project management and administration tools, as well as customizable templates for HR, sales, and various business workflows. Its seamless integration with Exact for Finance and ERP ensures a unified business environment. The software supports online access and is designed for international use. Moreover, Exact Synergy for CRM effectively dissolves the barriers among sales, marketing, finance, support, and other departments that interact with customers, resulting in a cohesive organization-wide database that enhances collaboration and communication. This multi-departmental connectivity is crucial for improving customer relationships and operational efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Voyced
Yes
Basecone
Yes
DQ Studio
Yes
Data Sentinel
Yes
EMAsphere
Yes
GreenCommerce
Yes
Gripp
Yes
Growzer
Yes
KatanaPIM
Yes
Lobbi
Yes
Integrations
Voyced
Yes
Basecone
No
DQ Studio
No
Data Sentinel
No
EMAsphere
No
GreenCommerce
No
Gripp
No
Growzer
No
KatanaPIM
No
Lobbi
No
Pricing Details
€39 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Exact
Founded
1984
Country
Netherlands
Website
www.exact.com/software/exact-online
Vendor Details
Company Name
Exact
Founded
1984
Country
Netherlands
Website
www.exact.com/us/software/exact-synergy
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
