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Ratings and Reviews 0 Ratings
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What is SmartFlo?
SmartFlo adeptly navigates a virtual "Job Bag" through a specified process model, effectively connecting project and job data with the digital files being exchanged, while providing secure, role-specific access for designated team members. Furthermore, it equips enterprise IT with a Business Process Management (BPM) server that features Digital Asset Management (DAM) capabilities, which can be seamlessly integrated with a variety of enterprise systems and SaaS platforms via RESTful APIs. Built upon an open-source framework, SmartFlo employs a service-oriented architecture and is compatible with both Oracle and MySQL databases. This cutting-edge platform aims to empower organizations with a no-code solution, streamlining the digital transformation of workflows tailored to a wide range of business requirements. By automating the flow of digital files, SmartFlo fosters improved collaboration and operational efficiency in workflow management, ultimately enhancing productivity across the entire organization. Its comprehensive features ensure that teams can work more effectively together, adapting to evolving business challenges with ease.
What is Paperless Online?
Adopt a paperless strategy with our comprehensive Form & Document Management CRM tailored for teams of all sizes. Moving to a digital system is particularly beneficial for small and medium-sized businesses. This innovative platform unifies all employees, clients, and suppliers into one centralized database, which streamlines communication, task oversight, and document management without relying on physical paperwork. By storing all your forms and documents electronically, the system provides functionalities like routing and tracking approvals. Once your data is structured within forms, you can effortlessly analyze or search for specific information. Moreover, it promotes easy collaboration among colleagues and clients. Each employee and contact enjoys a personal File Cabinet, alongside a central company File Cabinet for greater organization. Documents within the File Cabinet can be categorized using custom fields and tags for added convenience. Our expertise lies in helping you convert your documents and forms, ensuring a smooth transition to an electronic filing system with Paperless Online. In addition, contacts benefit from a self-service portal, allowing them to submit essential forms and documents, which guarantees that all data—forms, documents, and files related to team members, clients, and vendors—can be easily stored and accessed. This shift not only boosts efficiency but also significantly minimizes physical clutter and enhances overall productivity, fostering a more organized work environment. Embracing this digital transformation can lead to lasting improvements in your operational workflow.
Integrations Supported
Docusign
API Availability
Has API
API Availability
Has API
Pricing Information
$18 per month
Free Trial Offered?
Free Version
Pricing Information
$15 per user per month
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
CHALEX
Date Founded
2002
Company Location
United States
Company Website
chalex.com/smartflo/
Company Facts
Organization Name
Paperless Online
Date Founded
2003
Company Location
United States
Company Website
paperlessonline.com
Categories and Features
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
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