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Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Integrify?

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

What is Etrieve?

Etrieve, created by Softdocs, is a fully web-based ECM solution that consolidates document management, electronic forms, and workflow capabilities into one flexible platform. Its component-based structure is tailored to meet the varied needs of educational institutions, ranging from school districts to colleges. The system can be implemented on-premises or through a comprehensive cloud-based option, marking a significant step toward a paperless environment. By adding Etrieve to your existing enterprise content management system, you can greatly improve the efficiency of e-forms and workflow automation. This solution not only aids in creating comprehensive digital records but also ensures secure, on-demand access to documents for both students and staff. Additionally, Etrieve enhances the experience for remote workers and distance learners by streamlining data collection processes, fostering greater productivity and efficiency within educational environments. Ultimately, Etrieve is an indispensable resource for contemporary institutions seeking to refine their operational workflows and adapt to the evolving demands of the educational landscape. Moreover, its user-friendly interface makes it accessible for all stakeholders involved.

Media

Media

Integrations Supported

Deltek Costpoint
GovWin IQ
IBM Cognos Analytics
Microsoft Dynamics 365
Microsoft SharePoint
Okta
Oracle Cloud Infrastructure
Oracle PeopleSoft
Planview Portfolios
SAP CRM
SAP Concur
SAP Crystal Reports
Sage Accounting
Salesforce
Slack
Tableau

Integrations Supported

DocsCorp

API Availability

Has API

API Availability

Pricing Information

$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Integrify

Date Founded

2002

Company Location

United States

Company Website

www.integrify.com

Company Facts

Organization Name

Softdocs

Date Founded

1998

Company Location

United States

Company Website

www.softdocs.com/etrieve

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Compliance

Archiving & Retention
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Version Control
Workflow / Process Automation

Document Collection

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Process Documentation

Not specified

Workflow Automation

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Content Management

Not specified

Document Management

Not specified

Forms Automation

Not specified

Workflow Automation

Not specified

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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