CRM, project management, HR, finance and collaboration in one integrated ecosystem. Ideal for mid-size service companies and organizations that need to connect people, processes and data.
Exact Synergy is Exact Software's enterprise ERP solution that unifies CRM, project management, human resources, documents, approval workflows and finance in a single platform. It eliminates departmental silos and generates a 360° view of the entire organization.
Especially powerful for professional services firms, consulting companies, non-governmental organizations and any company that manages projects and client relationships as a core part of its business.
For any company that wants to digitize and automate its internal processes, follow-ups and communications.
Opportunity management, sales pipeline, communication history and customer segmentation.
Resource planning, budget vs. actual, task progress and profitability by project.
Personnel management, attendance control, payroll, performance reviews and training.
Centralized document repository, version control and digital approval workflows.
Web portals for customers and suppliers to check account status, documents, orders and tracking in real time, reducing calls and emails.
Automation of business processes: expense approvals, purchase requests, onboarding.
Browser access for all users from anywhere, without complex local installations.
Configurable management reports, area-specific dashboards and automatic Excel/PDF export.
In a free diagnostic session we evaluate whether Exact Synergy is the right fit for your operation or if another solution would generate more ROI.