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Compare Synergy Software and Workbooks 
Featured Products
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
Contact Us
Free
Synergy
Star Rating
(23)4.5 out of 5
Market Segments
Small-Business (81.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Browse all 2 pricing plansWorkbooks
Star Rating
(569)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSynergy vs Workbooks
When assessing the two solutions, reviewers found Workbooks easier to use and set up. However, Synergy is easier to administer. Reviewers also preferred doing business with Synergy overall.
- Reviewers felt that Synergy meets the needs of their business better than Workbooks.
- When comparing quality of ongoing product support, reviewers felt that Synergy is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Synergy over Workbooks.
Pricing
Entry-Level Pricing
Synergy
Business
Contact Us
- Project phases – Group stages together
- Customise reports – Save and share
- Budgets – Analyse profitability
Free Trial
Synergy
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.8
21
8.4
467
Ease of Use
8.3
21
8.4
471
Ease of Setup
7.3
17
7.9
227
Ease of Admin
8.5
17
8.1
234
Quality of Support
9.0
21
8.6
431
Has the product been a good partner in doing business?
9.0
17
8.7
221
Product Direction (% positive)
9.4
21
8.7
460
Features by Category
Sales Force Automation
Not enough data
8.5
345
|
Verified
Not enough data
8.0
208
Not enough data
8.2
318
|
Verified
Not enough data
8.2
346
|
Verified
Not enough data
7.9
220
|
Verified
Not enough data
8.1
283
|
Verified
Not enough data
7.9
253
|
Verified
Not enough data
8.1
249
|
Verified
Not enough data
8.1
256
|
Verified
Marketing Automation
Not enough data
7.9
269
|
Verified
Not enough data
7.8
290
|
Verified
Not enough data
8.0
310
|
Verified
Not enough data
8.0
216
|
Verified
Customer Support
Not enough data
8.4
277
|
Verified
Not enough data
8.1
246
|
Verified
Not enough data
8.2
266
|
Verified
Not enough data
8.1
202
|
Verified
Not enough data
8.2
208
|
Verified
Reporting & Analytics
Not enough data
8.2
343
|
Verified
Not enough data
8.1
343
|
Verified
Not enough data
8.0
254
|
Verified
Mobile & Social
Not enough data
7.8
169
|
Verified
Not enough data
7.7
165
|
Verified
Not enough data
7.5
208
|
Verified
Platform
Not enough data
8.4
187
|
Verified
Not enough data
8.2
155
|
Verified
Not enough data
8.5
185
|
Verified
Not enough data
8.0
108
|
Verified
Not enough data
8.3
109
|
Verified
Not enough data
7.8
130
|
Verified
Not enough data
8.5
188
|
Verified
Not enough data
8.2
145
|
Verified
Integration
Not enough data
8.3
184
|
Verified
Not enough data
8.2
138
|
Verified
Not enough data
7.7
114
Generative AI
Not enough data
6.9
17
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Tasks
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Projects
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Resource Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Project-Based ERP
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales & Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
HR
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Procurement
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Content Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Task Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customer Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Portfolio Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Project management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Workload
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication & Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content & Documents
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Controls
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Remote Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Project Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Bill Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Bill Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Billing
Not enough data
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
6.8
11
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.3
13
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
7.5
10
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.1
12
Not enough data
8.8
14
Not enough data
7.9
12
Not enough data
8.3
15
Not enough data
8.4
16
Predictive Analytics
Not enough data
8.5
14
Not enough data
8.7
13
Not enough data
7.8
12
Not enough data
8.1
15
Sales Management
Not enough data
8.7
15
Not enough data
7.9
12
Not enough data
8.5
13
Not enough data
8.8
15
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Synergy and Workbooks share no categories
Unique Categories
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, CRM, and A/B Testing
Reviews
Reviewers' Company Size
Synergy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Civil Engineering
27.3%
Architecture & Planning
27.3%
Mechanical or Industrial Engineering
13.6%
Design
9.1%
Construction
9.1%
Other
13.6%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Alternatives
Discussions
Is Synergy only available in Australia?
1 Comment
Official Response from Synergy
Synergy is available anywhere you can freely access the internet. Our HQ is Sydney, Australia. People across the globe can use Synergy — all you need is an...Read more
What do you mean by 'pure cloud' software?
1 Comment
Official Response from Synergy
Pure cloud software — sometimes called Software-as-a-Service or SaaS — is a way of delivering applications, like Synergy, over the Internet as a subscription...Read more
Is Synergy a new product?
1 Comment
Official Response from Synergy
Yes, brand spanking new. We have built Synergy from the ground up on a pure cloud platform (Microsoft Azure) to provide a better, more modern alternative to...Read more
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
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