Top Etrieve Alternatives

Interfacing’s IMS is an AI-enabled platform that combines business process modeling, quality management, controlled documentation, and governance/risk capabilities in a single hub. Organizations rely on IMS to document and automate workflows, maintain versioned records, manage risk programs, and keep compliance activities aligned with regulatory requirements through full lifecycle traceability. Developed for industries where accountability and oversight are essential, including aerospace, pharma/biotech, finance, and government, IMS delivers operational insight, workflow automation, and intelligent recommendations that help reduce risk and improve quality outcomes. The platform holds ISO 27001 certification and includes 21 CFR Part 11 validation, supporting secure use in high-compliance environments. Additional capabilities include low-code app creation, AI-based process mining, audit management, CAPA and training modules, and performance dashboards. AI improves governance accuracy, strengthens compliance posture, and supports ongoing improvement.

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

Accelerate Your Innovation with No-Code Solutions. GW Apps empowers organizations to create tailored web applications significantly faster, potentially reducing the time and expense by as much as 80% compared to conventional methods. This platform can revolutionize your operational workflows by automating previously manual tasks, ensuring everything stays organized and easily accessible. You can guarantee that the appropriate personnel are engaged and that established procedures are adhered to. With the ability to automatically dispatch notifications, generate or modify records, produce PDFs, and initiate actions (APIs) in outside systems, GW Apps streamlines operations efficiently. Implement highly customizable and robust security measures to ensure that only authorized individuals can view, modify, or interact with specific data. You can develop productivity-enhancing applications, establish a paperless office environment, create self-service portals, and modernize outdated legacy systems—all without writing any code. Seamlessly connect with well-known platforms like G Suite and Office 365. Every organization is burdened with various processes that require oversight. Imagine if your workflows could autonomously manage themselves and carry out their actions, allowing you to achieve more with reduced stress. GW Apps is designed to help you realize the processes you've always envisioned, transforming them into effective, self-sustaining systems that enhance productivity and efficiency.

Develop automation solutions tailored to your business needs with ThinkAutomation, which offers a versatile studio for crafting any required automated workflow. This platform provides the freedom to create without limitations on volume and eliminates the need to pay for each individual process, license, or robotic implementation. With such flexibility, you can streamline operations and enhance efficiency seamlessly.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

Qntrl is designed for individuals responsible for managing processes within their departments, teams, or entire organizations. It offers an intuitive solution for controlling, automating, and gaining visibility into your work processes. With Qntrl, you can enhance your workflows using robust, no-code orchestration tools. Organizations such as County Broadband, Apollo Hospitals, and Digital Forensics Corp utilize Qntrl to improve their operational efficiency. If you oversee a process or a team and seek greater insight, control, and automation in your work, this platform is tailored for you. It's essential to stay informed about the status of all your responsibilities consistently. Qntrl provides you with a comprehensive overview of your workflows, ensuring you know precisely who is handling each task. This clarity helps you manage your responsibilities more effectively.

Docubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.

Business Process Management Software (BPMS & BPM Workflow Automation Solutions) is essential for organizations seeking assistance with workflows, forms, compliance, and automated routing. With low-code platforms, users can easily design and modify workflows to suit their needs. Our top-notch forms capabilities enable swift creation of forms, logic, and workflows tailored for form-driven processes. Many existing systems require seamless integration, and our approach to business process integrations ensures they are loosely-coupled yet intelligently combined. FlowWright empowers users to monitor standard metrics as well as personalized metrics generated during the automation of business processes. The inclusion of BPM analytics is crucial for any effective BPM workflow management system. Additionally, FlowWright can be deployed as a cloud-based solution or within an on-premise or .NET hosted environment, compatible with platforms like AWS and Azure. Developed using .NET Foundation C# code, all tools are accessible through web browsers without the need for additional plug-ins, ensuring a user-friendly experience. This versatility allows organizations to adopt the solution that best fits their infrastructure and operational requirements.

Kissflow is a user-friendly, low-code platform designed specifically for creating custom applications that cater to business needs. It enables both process owners and IT developers to automate workflows effectively, allowing them to construct processes and applications that enhance internal business operations. Additionally, Kissflow streamlines collaboration between teams, making it easier to adapt to changing operational requirements.

PerfectApps empowers you to design fully tailored no-code solutions independently. Experts in various fields can create enterprise-grade web applications, forms, and reports in a matter of days or weeks, eliminating the lengthy coding process. With a user-friendly visual designer, you can effortlessly drag and drop ready-made components onto a canvas to construct your entire application. This no-code methodology effectively eliminates coding as an obstacle between innovative ideas and practical solutions. The advantages of this approach are significant: Accelerated Delivery. Organizations gain enhanced agility, allowing them to implement solutions more swiftly to meet essential operational requirements. The speed of no-code development is estimated to be ten times that of conventional methods (Forrester, 2019). Increased Accessibility. Subject matter experts can independently create their own web applications without programming knowledge, alleviating the strain on already busy IT departments. By 2022, the demand for application development is expected to exceed IT's ability to supply by a factor of five, as reported by Gartner. Cost Efficiency. The process of app development can be decentralized across the organization, leading to lower overall operating expenses and heightened productivity. Businesses have indicated that employing no-code app builders can lead to a remarkable 74% reduction in development costs (Forrester, 2020). Furthermore, as organizations increasingly adopt this innovative approach, the potential for streamlined operations and enhanced collaboration grows exponentially.

The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.

airSlate WorkFlow stands out as the first and only no-code platform designed specifically for business automation, offering a comprehensive solution. This platform seamlessly merges features like electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms all within one unified interface. Users can easily set up and streamline any business process and integrate it with existing systems of record without needing to write any code. Initiate any process directly from your record system with a single click, allowing for automatic data pre-filling, real-time document routing, and archiving of finished documents. You can get started in just minutes by selecting from tens of thousands of pre-built templates and workflows tailored for various industries and departments. There's no need to juggle multiple platforms or services, leading to a significantly faster time to value, which is reduced by tenfold thanks to the straightforward no-code configuration and deployment options available. Overall, airSlate WorkFlow revolutionizes how businesses approach automation by simplifying processes and enhancing productivity.

Effective software designed for forms and process automation significantly boosts efficiency within organizations. It emphasizes ease of use, speeds up workflows, and allows for a quicker attainment of benefits. With TAP's user-friendly drag-and-drop functionality, both workflows and digitized forms can be developed and deployed in just hours or days, a stark contrast to the months typically required by traditional methods, thus greatly accelerating operational execution. This improvement enhances collaboration and promotes rapid teamwork, even between different departments and external collaborators. Moreover, features such as automated alerts, electronic signatures, and role-specific access ensure that contributions are timely and relevant. Managers are equipped with insights into each workflow, enabling them to effectively oversee and refine performance. Users can easily access and share commonly stored resources, while all workflows and documents are securely archived for future retrieval and auditing purposes. Integration of best practices and compliance standards into each workflow helps to mitigate risks. Additionally, automating repetitive tasks not only reduces the likelihood of human error but also cuts costs, leading to a quick return on investment and realization of value. This forward-thinking strategy not only simplifies processes but also significantly boosts overall organizational productivity, fostering a culture of innovation and efficiency. Thus, embracing such automation tools can transform how businesses operate and compete in the market.

SimpliGov provides a comprehensive platform that allows state and local governments to create effective digital forms and streamline workflow processes all within a single interface. Hosted on the secure Azure Government Cloud and tailored for government automation needs, SimpliGov enhances agency efficiency while lowering IT expenses, improving accessibility and satisfaction for constituents, and speeding up response times. Additionally, it features a secure template builder for dynamic document creation and offers analytics and reporting tools that support informed decision-making for public agencies. As a result, SimpliGov not only transforms how governments operate but also fosters greater engagement with the communities they serve.

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.

CWP offers a comprehensive process automation solution that features integrated capabilities for document management and e-signatures, complete with timestamp functionality. Its intuitive and flexible interface empowers businesses to create, monitor, and improve a variety of operational and administrative tasks through a unified web platform. By moving away from outdated paper-based or manual systems to organized, step-by-step workflows, CWP enables companies to effectively handle the tasks that fill their To-Do lists. In the modern business environment, achieving greater efficiency and sustaining a competitive advantage is impossible without the digital transformation and streamlining of essential processes. Furthermore, organizations must be able to quickly modify their strategies and operations to keep pace with the rapidly changing market conditions and regulatory requirements. Adopting such technological advancements not only enhances operational efficiency but also plays a crucial role in fostering a company's overall agility and capability to respond to challenges. This ability to adapt swiftly is increasingly becoming a vital characteristic of successful organizations in today's dynamic landscape.

Jodoo serves as an all-encompassing no-code platform that allows for the swift development of customized business software without any need for coding expertise. It provides users with the tools to craft and deploy tailored systems, effectively consolidating various business applications into a singular platform. By leveraging Jodoo, businesses can transform their routine operations into streamlined digital workflows, reducing the disarray often associated with spreadsheets through specially designed solutions that meet their unique needs. The platform features an intuitive drag-and-drop form builder that offers over 20 different field types, enabling the seamless integration of images, signatures, and calculations, all accessible across multiple devices. With a real-time database, Jodoo guarantees that your business data is safely stored and continuously refreshed, offering functionalities such as automatic data linking between forms, detailed history tracking, and customizable access controls based on user roles. Additionally, it fosters teamwork by centralizing all information, thereby boosting productivity and enhancing the decision-making process. Ultimately, Jodoo empowers organizations to innovate by providing a flexible environment for continuous improvement and adaptation.

Cflow is a cloud-based business process management and workflow automation software enhanced by AI technology, designed to optimize and simplify operations for organizations of various scales. This innovative platform helps businesses increase efficiency and improve productivity through its user-friendly features.

Flowbiz is designed to support businesses aiming to organize, digitalize, and streamline their workflows and processes, ultimately enhancing efficiency while reducing costs and time. Users can fulfill all their processing requirements through a single application system. This adaptable program offers capabilities for charting, workflow management, and automation, enabling activities and reporting to be accessible on any smart device, at any time. Flowbiz comes in three versions, each with a distinct set of features: Designer for charting at just $5 AUD, Tasker for task management at $18 AUD, and AutoTasker for semi- and full automation at $35 AUD. As a cloud-based solution, Flowbiz allows for continuous access and utilization from anywhere. For further information and to explore how Flowbiz can benefit your organization, please reach out to us.

Ultradox allows you to simplify tedious tasks and create tailored business applications on your own, removing the necessity for a development team. Its cutting-edge combination of workflow and templating features enables users to merge, send, and print documents, as well as to design websites and automated response emails effortlessly within their workflows. In addition to background tasks, like generating and distributing weekly reports, you can create interactive applications that enhance user participation, such as approval workflows. You can easily share your created applications with colleagues or users through Google Drive. The applications you publish conform to material design guidelines, ensuring smooth operation across both desktop and mobile devices. Ultradox caters to individuals of all coding skill levels, empowering anyone to develop applications and showcasing the incredible possibilities that non-programmers can achieve. This platform not only makes app development accessible to all but also cultivates creativity and highlights the innovative potential that exists within every user, encouraging them to explore their ideas further.

Flowingly is a cloud-based Business Process Automation software (BPA) that aims to liberate organizations from the limitations imposed by manual processes and outdated paper systems. With Flowingly, users can effortlessly create and manage their workflows, generate reports, and implement enhancements. This versatile process encompasses various areas such as administration, human resources, finance, operations, product design, and customer support, ultimately improving overall efficiency. Additionally, Flowingly empowers teams to streamline their operations, fostering a more agile and responsive business environment.

The Cypher IQ Digital Platform is an indispensable resource for efficiently automating business processes. Designed to fulfill the need for easily accessible and intuitive technology, this groundbreaking platform can be quickly deployed while providing clear licensing options. By collaborating with our experts, you can effortlessly digitize and streamline any aspect of your business operations. This approach not only enhances productivity by integrating your workforce, operations, and data into a customized platform tailored to your specific needs, but it also conserves both time and financial resources while improving overall efficiency. In addition, Cypher IQ Digital presents a Digital Teams package that grants access to outstanding technology without the necessity of licensing every single module. Our offerings include Design, Implementation, and Support, which can accommodate even the simplest workflow requirements. With the Cypher IQ Workflow Platform, you have the opportunity to utilize up to 10 workflows, complemented by our Turnkey Solutions and Configurable Technology Solutions for a well-rounded strategy in automating your business processes. Furthermore, our platform is built for scalability, enabling your business to evolve and expand with ease while adapting to new challenges and opportunities. This adaptability ensures that your operations remain competitive in an ever-changing market landscape.

Standard operating procedures are fundamental for any business seeking growth, as their absence can make it difficult to achieve steady advancement. Autopilot significantly aids in the automation of these procedures, addressing the common obstacles that organizations encounter when executing their processes. By utilizing validated electronic forms and established workflows, companies can guarantee that tasks are performed consistently, regardless of the individual completing them. Furthermore, a comprehensive audit trail of actions taken promotes accountability among team members for their roles. Autopilot also facilitates operational continuity during personnel changes and serves as an invaluable tool for onboarding new hires, allowing them to swiftly adapt to established procedures. Each stage of the workflow includes integrated guidance, which ensures that newcomers receive ongoing support throughout their training process. This not only boosts efficiency but also fortifies the organization's overall operational structure. In essence, leveraging such systems can significantly enhance a company's ability to maintain high standards and achieve growth targets effectively.

Empower your team to excel in operations by leveraging intuitive digital data collection, seamless workflow automation, and real-time reporting features. By simplifying the journey to success, you encourage greater employee involvement in the process. Ensure that the appropriate individuals are alerted promptly, initiate projects effectively, and maintain compliance with established standards. Develop automated, insightful reporting dashboards that not only guide improvement initiatives but also track critical performance metrics. The software prioritizes ease of use for both administrators setting it up and employees navigating it. With functionalities like QR codes, conditional logic, rewards systems, and automated processes, Weever equips you with all the necessary resources to achieve your objectives in a manner that suits you best. This platform not only boosts safety but also keeps equipment functioning properly, reduces product defects, aids in training oversight, supports continuous improvement efforts, and upholds compliance within the entire organization. Furthermore, streamlining these operations allows your organization to dedicate more resources to fostering innovation and enhancing efficiency in all areas. In doing so, you create an environment where success can thrive and be consistently measured.

OZ e-Form acts as the core technology behind all our electronic form solutions, delivering a user-friendly and powerful platform that allows users to easily create Smart eForms while efficiently collecting, distributing, and managing data. With the help of our state-of-the-art eForm designer, OZ Designer, even those without programming skills can quickly design and publish an eForm in just a few minutes. The OZ e-Form is optimized for accessibility across various devices and platforms, operating smoothly through contemporary browsers that are compatible with HTML5, thus eliminating any requirement for downloads or installations. It features a wide range of input components, such as electronic signatures, combo boxes, text boxes, checkboxes, radio buttons, cameras, voice inputs, recorders, timestamps, geolocation, and others, ensuring flexibility in data collection. Additionally, submitted forms can be stored in a compact XML format, which is significantly smaller in size, facilitating faster transfers when compared to conventional image or PDF formats. This streamlined efficiency not only enhances user experience but also makes OZ e-Form an outstanding option for organizations aiming to improve their data management systems. Ultimately, OZ e-Form empowers businesses to operate more effectively by simplifying the process of form creation and data handling.

Helping individuals can bring immense satisfaction, particularly given that around five million companies in the United States are facing challenges in achieving their automation goals, presenting an ideal chance to develop expertise in business automation. Those chosen for participation will enjoy two weeks of paid training, subsequently leading to a paid project lasting three months, with the potential for ongoing employment thereafter. While there may be some limitations, it's advisable to seek more details. Furthermore, this program not only fosters individual development but also plays a crucial role in enhancing the operational efficiency of these organizations, thereby creating a win-win situation for all involved.

Formatta transforms how electronic forms are managed by enabling users to access and utilize them from virtually anywhere, which significantly cuts down on the costs and risks associated with traditional paper and unstructured formats. If you're looking for insights into electronic forms, you've landed at the perfect destination. We delve into a broad array of topics, from the basic concept of an e-form to more complex matters such as transitioning to a fully paperless environment, ensuring you find the comprehensive information you require. Whether your aim is to quickly design online forms, efficiently publish and oversee them, fill them out from any location, digitally sign, initiate workflows, share data instantly, or address various data collection challenges, you've come to the right place. Although many organizations rely on ECM, ERP, and other technologies, conventional paper-based methods often create obstacles that impact data accessibility, mobility, and security, while also escalating costs and risks. Formatta's all-encompassing solutions effectively eradicate all paper from your form processes, resulting in a more efficient and seamless operation. By adopting our innovative technology, organizations are empowered to boost their overall operational effectiveness and base their decisions on trustworthy data, ultimately paving the way for better strategic outcomes in their business endeavors.

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.