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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
API Access
Has API
Integrations
Voyced
APIcenter
Axis LMS
Beam AI
ClockAssist
Coachview
Data Sentinel
EMAsphere
Gripp
OroCommerce
Integrations
Voyced
APIcenter
Axis LMS
Beam AI
ClockAssist
Coachview
Data Sentinel
EMAsphere
Gripp
OroCommerce
Pricing Details
€39 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
