Exact Synergy Consulting
Centralize workflows, HR, CRM and documents in one system. Then connect it to your ERP, so every approval, request and interaction sits next to the transaction that triggered it. No more switching screens to find context. No more asking "who owns this?" Everything is tied together and visible in one place.
We implement Exact Synergy quickly and properly. No templates. No bloat. Everything is built around how your team actually works.
The problems we solve in Exact Synergy
Most Synergy environments we see aren't broken. They just stopped growing with the business. Some signs:
- Spreadsheets bridge systems that should talk to each other. Sales keeps one list, finance another, and Synergy a third.
- The same data gets updated in three places, and it still doesn't match.
- Approvals live in inboxes, not next to the order, quote or document they belong to.
- New hires take months to learn a process that lives in someone's head instead of in a workflow.
- The team works around Synergy instead of with it, because the screens, menus and steps never matched the way the business runs.
If any of these sound familiar, your license fee is paying for friction, not flow.
What we do
Full implementation or rebuild
Whether you're starting fresh or replacing a setup that never worked, we configure Synergy around your processes. That covers CRM, workflow and document management, set up so your team stops working around the system.
Custom workflows that match your processes
Requests, approvals and follow-ups are modeled on how your team really works. Each workflow sits next to the account, item or transaction it belongs to, so context is never more than a click away.
Integration with Exact Globe and external systems
Synergy is at its best when it's connected. We integrate it with Exact Globe and with the other systems you rely on, so finance, logistics and CRM information meet in one place.
Optimization for teams that outgrew spreadsheets
If your processes moved into Excel because Synergy couldn't keep up, we bring them back into the system, with the reporting and structure to match.
Rescue projects
We configure, optimize and rescue Synergy environments for manufacturers and distributors. We've fixed what others couldn't finish.
Extending Synergy where the standard stops
When the standard product covers 80%, we build the other 20%. Custom modules we have built on top of Synergy include:
- A quoting module to manage quotes inside Synergy, faster than the standard workflow
- Project boards: Kanban-style task management inside Synergy
- Opportunities simplified: lightweight deal management with a drag-and-drop pipeline
- A training module to track employee certifications and schedule mandatory courses
- Microsoft Teams and Slack integrations for ERP notifications where your team already works
- Account mapping and route planning to see where your customers are and plan visits
See all of them on our Custom Solutions page.
Make Synergy faster with TIPP
TIPP, the TICE-IT Productivity Pack, layers AI, live workspaces and a modern interface on top of your existing Synergy environment. Nothing is replaced. It installs in 15 minutes with no downtime, is reversible, and is compatible with Product Update 506. Open a customer and TIPP already knows the last order, open tickets and recent mail. TIPP CORE starts at $21 per user per month. Explore TIPP.
Why work with TICE-IT
- 100+ Synergy implementations. We've fixed what others couldn't finish.
- Fast go-lives. Most clients go live in 2 to 4 weeks.
- Specialists who do the work. There are no account managers between you and the experts. Our team includes Synergy specialists with 20+ years of hands-on Synergy experience, covering SDK customizations, automation, reporting, training and process streamlining.
- Exact Software partner. We're an authorized Exact reseller: we sell Synergy, implement it and support it.
How we work
- We respond within one business day. A real person reads your message.
- Quick discovery call. We ask a few questions to understand your environment and goals.
- Practical proposal. A clear scope and timeline, and a fixed price where possible.
Frequently asked questions
Can you fix an existing Synergy setup, or only do new implementations?
Both. Full implementations, rebuilds and rescue projects are all part of what we do.
Does Synergy need to be connected to Exact Globe?
No, but it's where Synergy adds the most value. We integrate Synergy with Exact Globe and with external systems.
How long does a project take?
Most clients go live in 2 to 4 weeks. Your scope and timeline are spelled out in the proposal.
Let's talk about your Synergy environment
Book a 30-minute call. We'll look at where Synergy is slowing your team down and what it would take to fix it.