--- title: "Flowtrics Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Flowtrics Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/10005830/Flowtrics/" page_type: "product" language: "en" --- # Flowtrics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Flowtrics ## What is Flowtrics? Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, documents, and integrates data smoothly into any organization infrastructure. Create the process and sit back and let the system take over. ## What is Flowtrics used for? [Document Management](https://www.capterra.com/document-management-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/)[Data Collection](https://www.capterra.com/data-collection-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Flowtrics?[Manage this product listing](https://www.g2.com/products/flowtrics/claim_requests/new?auto=true) ## Flowtrics Overview Updated September 2026 AI summary Flowtrics provides businesses of all sizes with workflow management and automation capabilities, supporting process efficiency across document management, digital signatures, and forms automation. With features such as a graphical workflow editor, access controls, and compliance tracking, it allows for task management and reporting. Deployment is cloud-based, and optional tools include no-code configuration, real-time data, and API integrations. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Flowtrics 5.0 (10) VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price Contact vendor Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (10) Ease Of Use 4.7 (29,126) Value For Money 4.9 (9) Value For Money 4.5 (20,679) Customer Service 5.0 (10) Customer Service 4.6 (18,711) ## Flowtrics alternatives [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (103)](https://www.capterra.com/p/144453/FormAssembly/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (29,203)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160756/Google-Docs/) Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,621)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [View all alternatives](https://www.capterra.com/p/10005830/Flowtrics/alternatives/) ## FAQs about Flowtrics Overview ### Which roles and teams benefit most from Flowtrics? Flowtrics benefits compliance teams, office administrators, and workflow managers who need structured processes, documentation control, and task visibility. Sales brokers and commercial agents use it to manage client workflows, while owners, executive assistants, and care coordinators rely on it to organize operations, approvals, and service delivery. Answer based on 10 reviews Overview ### What company size and industries is Flowtrics built for? Flowtrics is built mainly for small businesses, which make up 90% of reviewers, with medical devices leading at 30%. Its workflow focus spans HR, education, health care, contracts, and client onboarding, while reviewer usage also appears in apparel and fashion and health, wellness and fitness, each at 20%. Answer based on 10 reviews Features and Usability ### What are the key features of Flowtrics? Flowtrics offers workflow automation with a graphical workflow editor, rules-based workflow, and approval process control. It includes task management, task progress tracking, and progress tracking, plus reporting/analytics, activity dashboard, and activity tracking. Additional features include customizable forms, document management, role-based permissions, third-party integrations, and API access. Integrations ### Which third-party tools and platforms does Flowtrics integrate with? Flowtrics integrates with Gmail, Mailchimp, and Paychex Flex. These integrations cover email, marketing, and payroll workflows, including sending newly onboarded contractors from Flowtrics into Paychex Flex for payroll account setup. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Flowtrics offer? Flowtrics offers webinars, documentation, and videos to help teams get started. Webinars provide live or scheduled guidance, documentation offers written reference material for setup and use, and videos support visual, self-paced learning for common tasks and product navigation. Getting Started and Support ### What customer support options does Flowtrics offer? Flowtrics provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, and chat. These channels give users several ways to get help and find answers, with support coverage centered on direct contact and self-service information. ## Features AI summary Based on 13,904 Workflow Management reviews Capterra data shows that buyers of Workflow Management rank the following features as their top priorities: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Flowtrics supports all three of the features reviewers consider most important: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor execution at every stage, and automate repeatable processes, allowing teams to improve efficiency and keep operations moving consistently. Task Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Progress Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Mobile Access 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Access Controls/Permissions 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Document Storage 5.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Customizable Fields 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Flowtrics 35 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Forms Management: Store, manage and track all forms in a centralized location - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Mobile Access: Access software remotely via mobile devices - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Workflow: Create, manage, or update project workflows. - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs --- Get Advice We can help you find the software with the features you need. Features 5.0 (10) 5.0 Based on 10 reviews ## Pricing Value for money 4.9 (9) ### Starting price Free trial not available Value for money 4.9 (9) 4.9 Based on 9 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Paychex](https://www.capterra.com/p/119841/Paychex-Flex/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (10) 5.0 Based on 10 reviews ## User reviews Overall rating 5.0 Based on 10 reviews Filter by rating 5(10) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SR Sonia R. Director of Managed Care Medical Devices ### "Made My Job Easier!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2024 Although I did not have direct contact with a Flowtrics representative, it made communicating with staff much easier! Pros What impressed me most about Flowtrics is what it offered for my role as the \[sensitive content hidden\] Managed care plans require annual compliance training. With offices located throughout California, Hawaii, Arizona and Oregon it was always difficult to get everyone to review and sign training sheets. But with Flowtrics this made my job easier! With a simple request to all the staff to review and sign the Flowtrics training sheet. The process has made a huge difference in the responses by the staff. No more trying to track down who still needs to respond. I love it! Cons There is really nothing I can think of that I liked least about Flowtrics. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RP Rachael P. Compliance Specialist Medical Devices ### "Great for Compliance!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2024 Our partnership with Flowtrics over the past year has made managing documents and ensuring compliance much easier. The platform has streamlined our processes, reduced the risk of regulatory issues, and boosted overall efficiency. Their team is always proactive in addressing any concerns, and they frequently update the software to suit our needs. This collaboration has proven highly effective, and we look forward to its continued benefits. It has helped with getting organized which in turn has resulted in higher level of compliance. During a recent accreditation inspection Flowtrics made it easy and smooth for our team to pull documentation and share it with the reviewer. Pros It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. Cons No cons. Flowtrics is responsive and open to suggestions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Diane H. Workflow Manager Health, Wellness and Fitness ### "Flexibility" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2024 Excellent customer service and very easy to use. Pros The platform's flexibility has helped our workflow management improve tremendously. We have been using it for over a year and customer support is outstanding. Cons Haven't found something not to like about Flowtrics. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Eileen S. Rehab Service Coordinator Medical Devices ### "Incredible and extremely helpful software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 17, 2024 Incredible and extremely helpful software! Pros Over the past two years, Flowtrics has significantly enhanced our operations. Its workflow automation tools have streamlined our task management, minimizing confusion and delays. As a result, we’ve completed projects more quickly and increased client satisfaction. The Flowtrics team has been consistently supportive, helping us implement changes that align with our evolving requirements. This partnership has truly transformed our operations for the better. Cons There are no downsides. Flowtrics is always responsive and willing to make the necessary adjustments. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Marco G. Owner Apparel & Fashion ### "Trust Flowtrics! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2024 Pros Flowtrics has dramatically improved how we create and manage custom applications and workflows. They have allowed our team to quickly design and deploy solutions tailored to our specific needs without needing to involve IT! We have been able to eliminate redundant steps, reduce errors, and cut down on training time for new employees. The flexibility of Flowtrics has empowered us to innovate continuously and improve our platform and sales! Cons No drawbacks found; the continuous support and software enhancements have made our partnership with Flowtrics highly effective! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Mertello B. Broker Real Estate ### "THE BEST SERVICE AND PRODUCT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2024 They have been amazing. Pros This is one of the best companies I have ever worked with. They are always so helpful and kind when I have questions. Flowtrics is the best, Don't miss out on the chance to work with greatness. Cons NONE... NONE...........NONE..................................................................NONE Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Travis V. Compliance Officer Sports ### "Great service, great team! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2024 The team is incredibly accessible and responsive. We are well into our second year with the service and the with the new functionality and features constantly being added I can confidently say that they will continue to be a partner of ours for years to come. Pros Working with the Flowtrics team has been a wonderful experience. They really took the time to understand the needs of our company and worked with us to determine the best and most efficient way to manage our online documents and minimize our time on the backend. We have six different locations and their software allows us to seamlessly manage everything while still keeping separation and organization between them. Cons Nothing, I wish I would have found them sooner! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EP Emily P. Office Admin Hospital & Health Care ### "Successful Partnership" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2024 Access Medical Inc and Flowtrics have formed a successful partnership for over two years, during which time we have collaborated to enhance our onboarding process for new employees. Through the utilization of Flowtrics' comprehensive services, our organization has experienced significant improvements in the storage and organization of employee files. Additionally, we have streamlined the process of sending documents for employee signatures, resulting in increased efficiency and reduced administrative burden. The dedicated and knowledgeable staff at Flowtrics has consistently provided exceptional support and been highly responsive to our inquiries, contributing to the overall positive experience of working with their team. This successful collaboration has empowered us to better serve our employees and optimize our internal processes, and we eagerly anticipate the continuation of this fruitful partnership. Pros It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. Cons Flowtrics has been open to suggestions and we have been satisfied with the way they have given us workarounds or made updates to the software. There are no cons at this time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KT Kayle T. Executive Assistant Health, Wellness and Fitness ### "Impressed and Grateful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 18, 2024 Our company, Mobile IV Nurses, was struggling with inefficiencies and communication challenges in our workflow from our hiring team down to our administration and manager teams. Our manual processes were time-consuming, and we needed a solution that could streamline our operations. The implementation of Flowtrics has been a game-changer for us. Despite initial concerns about adapting to a new system, and a rocky transition. \[sensitive content hidden\] guided us through each step, addressing any challenges promptly – Yes, even on weekends or after 8 pm during the week. Flowtrics integrated with our existing processes, and within a short period, we saw a positive impact on our workflow. Flowtrics ease of use stood out for us. It allowed our team to adopt the platform without extensive training. The customization options were crucial in tailoring Flowtrics to our specific needs. \[sensitive content hidden\] and his team work quickly to customize features to benefit our day-to-day needs. The standout functionality, such as real-time collaboration and task tracking, significantly improved our contractor management efficiency. Since implementing Flowtrics, we've seen remarkable improvements. Our onboarding timelines have shortened, and our administration team and management team spend less time doing manual tasks. Not only have we experienced major cost savings, but the overall productivity of our teams has also seen a substantial boost. Although we have primarily worked with \[sensitive content hidden\], he and his support team have been exceptional. There were instances where we needed immediate assistance, and they went above and beyond to resolve our issues. Their responsiveness and dedication to ensuring our success with the software have been commendable. Without a doubt, we wholeheartedly recommend Flowtrics Software to other businesses. The impact on our operations has been transformative, and we believe it can bring similar benefits to any organization seeking to enhance efficiency and collaboration. It's a reliable solution backed by outstanding customer support. Pros Functionality, Customization, Support team, flexibility. Cons This system is fairly new so there are some kinks to work out, (I know \[sensitive content hidden\] and his team will resolve everything quickly) but overall I have no cons that stand out. Switched from [Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/) [Docusign](https://www.capterra.com/p/121506/Docusign/) [Paychex](https://www.capterra.com/p/119841/Paychex-Flex/) [eloomi](https://www.capterra.com/p/150609/eloomi/) [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GD Gauthier D. Agent commercial Apparel & Fashion ### "Logiciel de gestion de document" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2023 Pros Ce logiciel nous permet de collecter les informations et d'avoir une procédure d'ordre numérique. Ça nous facilite aussi la signature numérique après avoir rédigé les documents. Cons Ce logiciel n'a aucun inconvénient. C'est grâce à ce logiciel nous arrivons à bien gérer nos entreprises. Je conseil aux gens d'utiliser. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.