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Exact Synergy

Workflow and document management software

Exact synergy is the process technology platform that Exact HRM, CRM and BPM are built on.

New customers buy the technology via one of the complete solutions. Existing customers can extend their Synergy license with additional users and add-on solutions.


  • Process management and automation, signalling and alerts
  • Fully integrated document management and archiving
  • Project management and administration
  • Templates for HR, sales and other business processes
  • Full integration with Exact for Finance and ERP
  • Online access, fully international business software

The multi-faceted SMB business solution

CRM software

Exact Synergy for CRM brings down the barriers between sales, marketing, finance, support and every other department in contact with your customers.

The web-based CRM system offers an organization-wide data source. Thanks to document management and workflows, you can rest assured that all employees are properly informed and creating sustainable customer relationships.

  • One CRM system for 100% insight into your customer relationships
  • Complete integration from prospect contact to invoicing
  • Automatic alerting for sales and service
  • Extensive web-based portal functionality
  • Anytime, anywhere system insight with the CRM App

HRM software

The role of the Human Resources Manager is changing. More time is needed for strategic planning. Having your personnel administration quickly and easily in order can seriously decrease the workload.

Exact’s HRM software can make that happen. Introducing Exact Synergy HRM.

  • One HRM system for insight into your personnel administration
  • Build a digital employee dossier quickly and easily
  • Mobile and web-based functionality for absence registration
  • Self-service apps for Android, iPhone & Windows Phone
  • Alerts for birthdays or anniversaries
  • Self-service employee portal

Project Management

As a professional service provider, you want to grow responsibly, remaining in control of your organization. Real time insight in pipeline and committed work is essential, as is the optimal deployment of your consultants. You also need to ensure all hours are correctly invoiced. And have insight in current project results. Exact supports the entire process from sales to invoicing, providing the information you need to stay on course.

  • Efficient co-operation
  • A firm grip on projects and budgets
  • Plan and register information easily online
  • Send correct invoices

Social Collaboration

Through Social Collaboration, colleagues can use Synergy to share information on timelines and in groups. This promotes cooperation, especially between departments and branches across countries. Thanks to Social Collaboration, informal discussions and conversations take place within the safe environment of your business software, so that the information is preserved and the knowledge can be retrieved.

Exact Apps

Quick and easy work with Exact Mobile Apps: anytime and anywhere

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More information

Download the Exact Synergy brochure, or get price information on Exact Synergy. Buy, hire and hosted by Exact: All possible and easily arranged.

Stories of successful Exact customers:

Smartel

Smartel

Exact has helped us to optimise our operational processes and to manage corporate information in a more structured, efficient and secure way.
Van Wijngaarden

Van Wijngaarden

Despite the growth of the company our office still has the same number of staff, which is really saying something.