# Dragonfly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Dragonfly Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/10032646/Dragonfly --- # Dragonfly 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Dragonfly ## What is Dragonfly? Dragonfly is a unique online database and document management system that centralizes business data, files, documents, notes and tasks in one collaboration platform. Users simply enter a customer, project, or other name and all the information related to that is instantly shown in one place. Dragonfly is designed to dramatically reduce time spent searching for information. Dragonfly includes functionality for managing all your lists and data including leads, customers, contacts, opportunities, quotes, orders, projects, schedules, requirements, service agreements, and tickets. The platform allows teams to share document revisions and centralize customer information while maintaining security through controlled access permissions. The platform operates on Amazon's AWS network with automatic backups and provides advanced user access security. Dragonfly works alongside common business software including Office, Outlook, and accounting programs. ## What is Dragonfly used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $8 Per User, Per Month Free trial 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... ## Dragonfly alternatives [4.5 (2,258)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (1,011)](https://www.capterra.com/p/123400/revver/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (13,604)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about Dragonfly Overview ### What company size and specific industries is Dragonfly built for? Dragonfly is designed for businesses of any size and type, especially sales, service, and project-oriented organizations. It comes pre-configured for companies that need support across sales, project, service, and administrative work, making it suitable for a broad range of industries rather than a single sector. Features and Usability ### What are the key features of Dragonfly? Dragonfly offers document management, content management, and workflow management with tools for document capture, classification, editing, generation, and storage. It also includes access controls/permissions, audit trail, version control, approval process control, forms management, customizable reports, third-party integrations, and a graphical workflow editor for rules-based workflow configuration. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Dragonfly starts at $8 per user/month for the Standard plan and $12 per user/month for Professional. Both include 10 GB of data per user, with storage shared across users, and additional storage costs $15 per month for 500 GB. A free trial is available. Integrations ### Which third-party tools and platforms does Dragonfly integrate with? Dragonfly integrates with 8 third-party tools, including Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint, Microsoft Word, Adobe Acrobat Reader, and Mantis. These integrations cover productivity, reporting, document handling, and issue tracking for teams that work across Microsoft and Adobe environments. Getting Started and Support ### What training and onboarding options does Dragonfly offer? Dragonfly provides live online training, documentation, and videos to help teams get started. Live online sessions support guided setup and Q&A, documentation offers written reference material for later review, and videos provide self-paced walkthroughs of key features and steps. Getting Started and Support ### What customer support options does Dragonfly offer? Dragonfly provides email/help desk support, FAQ/forum resources, and phone support. These channels give users multiple ways to get help, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Customizable Templates 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Document Storage 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Dragonfly 49 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 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 AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Makes changes to document features such as text, fonts, formatting, etc. Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Create, design and modify the flow and processes of tasks in a project Retrieval of embedded metadata that is present within a file Access software remotely via mobile devices Drag and drop/visual interfaces that allow non-tech users to build without writing code Reporting on how each user, task or process has advanced since its initiation Create, manage, or update project workflows. Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Standard $8.00 Per User,Per Month It includes: - Unlimited Work Types - Full Work Type Customization - Workflow Automation - Easy Data Upload - Phone App - 10 GB data/user Professional $12.00 Per User,Per Month It includes: - API For Integrations - Data Warehouse - Analytics - Priority Support Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) 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 4.0 (1) 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 4.0 (1) 4.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BC Brian C. CEO Professional Training & Coaching ### "Instant access to all data and projects is great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 15, 2025 My overall experience has been really good. The more I used it day to day, the more I saw the value in having all the data in the app. Pros The thing I like the most about Dragonfly is that I can enter a customer or project name and instantly I can access all data we track, documents, and related tasks related to that customer or project. Its much faster than storing data in OneDrive. Cons Learning how to configure the work types takes a little time to set up. There are lots of ways to set it up. Alternatives considered [OneDrive](https://www.capterra.com/p/161304/OneDrive/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) Reasons for choosing Dragonfly Dragonfly has both the configurable database and document storage plus task management in one app. I believe it is more private for business data. 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.