# fluidTrail Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about fluidTrail Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/10021280/fluidTrail

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# 

 fluidTrail Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

fluidTrail

## What is fluidTrail?

"FluidTrail is a comprehensive workflow automation platform designed to streamline business processes, optimize resource utilization, and drive operational excellence. Our intuitive interface empowers users to create custom workflows tailored to their unique needs. With FluidTrail, you can: Customize Workflows: Tailor workflows effortlessly to meet your organization's unique needs for peak efficiency. Automate Tasks: FluidTrail automates repetitive actions, slashing errors and delays. Enhance Collaboration: Foster real-time collaboration with team members through seamless document sharing and notifications. Gain Insights: Track performance metrics, identify bottlenecks, and drive continuous improvement with advanced analytics. Ensure Security & Compliance: Protect sensitive data and ensure compliance with industry regulations Experience the power of FluidTrail and unlock new levels of efficiency, agility, and productivity for your business.

## What is fluidTrail used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Onboarding](https://www.capterra.com/onboarding-software/)[Attendance Tracking](https://www.capterra.com/attendance-tracking-software/)

Top alternative

Featured

Overall rating

Based on 5 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for fluidTrail?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.wepdigital.com&name=fluidTrail)

## 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.

### fluidTrail

3.6 (5)

VS.

[4.4 (15,308)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price

Contact vendor

Starting Price

$7.91

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (5)

Ease Of Use

4.1 (640)

Value For Money

4.0 (4)

Value For Money

4.3 (612)

Customer Service

3.5 (4)

Customer Service

4.2 (611)

## fluidTrail alternatives

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Highest Rated

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting price

$800.00

Per User, Per Month

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/10021280/fluidTrail/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Task Management

3.3 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Workflow Configuration

3.3 (3)

133.33% of 3 reviewers that rated this feature as important or highly important

Alter the default workflow to meet your organization's needs

Business Process Automation

3.5 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

fluidTrail 12 features

A record of all activities within the system, including user access, changes made, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Provides a channel for team members to share media files, communicate, and work together

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of dashboards

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Protect sensitive data for digital privacy

Store, manage, and track all electronic documents in a centralized location

Automates core HR functions such as talent management, employee evaluation and learning management

Receive data and information in real time

Create, manage and track all task activities and progression

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

3.0 (5)

3.0

Based on 5 reviews

## Pricing

Value for money

4.0 (4)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.0 (4)

4.0

Based on 4 reviews

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

3.5 (4)

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

3.5 (4)

3.5

Based on 4 reviews

## User reviews

Overall rating

3.6

Based on 5 reviews

Filter by rating

5(0)

4(3)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

PK

Pavan K.

HR executive

Marketing and Advertising

### "fluidtrail review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

June 28, 2024

Pros

1.good customer support 2.easy to use software 3.more options to deploy workflows other than employee onboarding, it can be used for procurement and other office purposes with Document management system.

Cons

1.creating high workflows are complicated because it needs tech support. 2.integrations are not easy

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BK

Binu K.

utilities and infrastructure

Design

### "fluid trail"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 14, 2024

the product and services is good, however they dont allow much customization in process.

Pros

the executive support. they listen to customer.

Cons

the rigidity in workflow. modification on existing software has been denied which is a drawback.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 21, 2024

Thank you for your feedback! We're glad you appreciate our executive support and customer listening. We understand the need for more flexible workflows and customization, and we're continually working on improving this aspect. Your insights are valuable to us!

UM

Umashankar M.

General Counsel

Hospital & Health Care

### "Overall Review of Fluid Trail"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

June 14, 2024

Good and satisfied with the product. Yes, it required some additional features such as repository creation of ole documents which is missing.

Pros

Ease of adapting to the environment. Reviewing the documents seamlessly.

Cons

Yes trigger of email when the document is reviewed and forwarded to the next department is missing

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 24, 2024

Thank you for your review of Fluid Trail! We're glad you find it easy to adapt and seamless for document reviewing. We appreciate your feedback on the email triggers and repository creation. Your satisfaction is our priority!"

NL

Nilesh L.

Architecture and Town Planning

Architecture & Planning

### "Feedback on WEP"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

June 13, 2024

Pros

Search works moderately well. Preview of documents

Cons

Reports are not easy and customised to see Individual engagement monitoring is difficult Too much data entry - (task/job/project creation, approval etc...) Preview of CAD files not shown.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 21, 2024

We appreciate your feedback! We're happy to hear you like the search and document preview. We're working on better report customization, engagement tracking, and reducing data entry. CAD file previews are a priority for us. We appreciate your feedback!

AJ

Abin J.

Jr. Executive

Automotive

### "Why we prefer DMS for our daily requirements"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

8/10

June 12, 2024

Pros

Ease of use

Cons

Old functions were removed

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 19, 2024

Thank you for your Positive Feedback! We're thrilled to hear that you find fluidTrail is user-friendly and helpful for your daily tasks. Your feedback means a lot to us. If you have any suggestions or further feedback, feel free to share!

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