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M-Files vs Etrieve: Which is a better fit?

Updated on January 12th, 2025
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What's your intended use case?
Summary
Features in Workflow Management
10
34
  • Data Import/Export
26
Best performer
34
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
User satisfaction
4.3
User reviews229
Ease of use
4.2
Functionality
4.3
Value for money
4.3
Customer support
4.2
4.7
User reviews26
Ease of use
4.5
Functionality
4.3
Value for money
4.4
Customer support
4.6
Price starts from
--
Monthly subscription
Free version
Free trial
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Yearly subscription
Free version
Free trial
Best for

M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies.

Built in the cloud, specifically for educational institutions, Etrieve combines document management, electronic forms and workflow into a fully scalable enterprise content management platform.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-ea995be4-a897-485c-e67c-08d8f9582280
Joe M
Engineer
5.0

Joe M.: My name's Joe. I'm a principal engineer. I'd give M-Files a 5 out of 5. And for more reviews like this, click down below. Before M-Files we used a PDM system. With switching to M-files, we considered some other software. We looked at using SOLIDWORKS and their PDM system as well as just using Windows. We selected M-Files because we really liked the way you could input metadata and use that to organize all of your files and search in a very powerful way for very detailed things within a document. We came from a more complicated system before using M-Files, so switching over to it was really nice and a blessing. It made it really easy to transition to M-Files. If you're thinking about getting into M-Files, I would really take a look at all the powerful tools that come along with inputting the metadata for each document into M-Files. It really opens up a lot of capability, especially when trying to find a very old document that you don't remember a whole lot about.

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5 screenshots
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Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Activity Dashboard
388
Important

M-Files

10/34
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Business Process Automation
  • Calendar Management
  • Commenting/Notes
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Monitoring
  • No-Code
  • Progress Tracking
  • Project Workflow
  • Real-Time Data
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Task Management
  • Template Management
  • Workflow Configuration
  • Access Controls/Permissions
  • API
  • Collaboration Tools
  • Compliance Tracking
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Mobile Access
  • Search/Filter
  • Third-Party Integrations
See All features
Hide Workflow Management Software Features -

Etrieve

Top Features
26/34
Show Workflow Management Software Features +
M-Files
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Etrieve
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
M-Files
  • By M-Files
  • Located in United States
  • Founded in 1989
Etrieve
  • By Softdocs
  • Located in United States
  • Founded in 1998
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