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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
DocsCorp
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

Deltek Costpoint
DocsCorp
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

API Availability

Has API

API Availability

Has API

Pricing Information

$30/mo/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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

Workflow Management

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

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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

Workflow Management

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

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