--- title: "SmartIQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmartIQ Software - reviews, pricing plans, popular comparisons to other Form Builder products and more." source_url: "https://www.capterra.com/p/124729/Intelledox/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # SmartIQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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) SmartIQ ## What is SmartIQ? With SmartIQ you can digitally transform paper and PDF forms and manual business processes to enhance and simplify your customer experience. By offering intelligent, conversational user experiences, you increase customer engagement while streamlining internal processes, managing risk and reducing demand for support services. ## What is SmartIQ used for? [Onboarding](https://www.capterra.com/onboarding-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Form Builder](https://www.capterra.com/form-builder-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $0.01 One Time Free trial available Free version not included 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 SmartIQ?[Manage this product listing](https://www.g2.com/products/smartiq/claim_requests/new?auto=true) ## 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. ### SmartIQ 4.7 (10) VS. [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $0.01 One Time Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (10) Ease Of Use 4.5 (6,085) Value For Money 4.0 (5) Value For Money 4.3 (4,702) Customer Service 4.6 (10) Customer Service 4.4 (4,493) ## SmartIQ alternatives [4.5 (145)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $68.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (5,322)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about SmartIQ Overview ### Which roles and teams benefit most from SmartIQ? SmartIQ is most used by IT and process automation teams, including project leads, technical leads, and eForms workflow specialists, to build guided digital forms, manage data migrations, and coordinate implementation. Education technology leaders, quality officers, publishing advisers, and technical writing coordinators use it to standardize information collection, maintain content quality, and deliver consistent user guidance. Answer based on 10 reviews Overview ### What company size and specific industries is SmartIQ built for? SmartIQ is designed for organizations in insurance, financial services, credit unions, banks, healthcare, manufacturing, education, and government, including federal and local agencies. The target audience spans institutions that need document and process automation across regulated and operationally complex environments. Features and Usability ### What are the key features of SmartIQ? SmartIQ offers workflow automation, configurable workflow, and business process control for approval workflow and process management. It also includes document management, document generation, electronic forms, digital signature, audit trail, access controls/permissions, reporting/analytics, and third-party integrations for handling claims, underwriting, and policy management. Integrations ### Which third-party tools and platforms does SmartIQ integrate with? SmartIQ integrates with Content Hub, Docusign, Microsoft SharePoint, SAP Business One, and Salesforce Sales Cloud. These catalog integrations cover content management, document signing, file collaboration, ERP, and CRM workflows, giving SmartIQ connections to five third-party platforms. Getting Started and Support ### What training and onboarding options does SmartIQ offer? SmartIQ provides in person training, live online sessions, webinars, and documentation. In person training supports direct instruction, live online sessions allow remote guided setup, webinars cover shared training topics, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does SmartIQ offer? SmartIQ provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Support is documented through multiple contact and self-service paths, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 32,025 Form Builder reviews Capterra reviewers highlight these as the top features buyers look for in document management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) SmartIQ includes **Document Storage** and **File Sharing**, giving teams a practical way to organize files and distribute documents across users and departments. However, it does not offer **Secure Data Storage**. Instead, it provides other important capabilities that reviewers also value, including **Mobile Access** (**50%**) and **Electronic Signature** (**46%**), which help businesses keep documents accessible on the go and complete approvals faster, allowing teams to manage content more efficiently and keep work moving. Access Controls/Permissions Define levels of authorization for access to specific files or 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 Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. SmartIQ 72 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or 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 - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Chat/Messaging: Communicate using direct chat or messages within the system - Claims Management: Process of submitting and following up on claims with insurance companies - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - 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 - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Employee Handbook: Create and share a new employee handbook with helpful information - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Interaction Tracking: Track interaction history by documenting conversations for contacts - Job Description Management: Create, share, and manage the distribution of job descriptions/duties - Lead Generation: Manage the process of attracting and converting business prospects into leads - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Orientation Workflow Management: Create orientation programs for new employees or students - Permit Issuance: Issuance of valid permits to initiate projects or tasks - Personalization: Adjust communications based on previous interactions or personal preferences - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Updates: Receive system updates as soon as any changes are made - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Underwriting Management: Manage the review process to determine financial risk on a loan or application - Version Control: Track revisions and updates made to files and navigate between different versions - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (9) 3.9 Based on 9 reviews ## Pricing Value for money 4.0 (5) Free Trial Basic $0.01 One Time Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[ Content Hub](https://www.capterra.com/p/183936/Content-Management-Hub/) 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 4.6 (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 4.6 (10) 4.6 Based on 10 reviews ## User reviews Overall rating 4.7 Based on 10 reviews Filter by rating Counts reflect reviews available in this feed. 5(7) 4(3) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Head of Education Technology Used the software for: 3-5 years ### "Reinventing the business of education" 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 3, 2019 The adoption of an electronic forms system has changed the way we gather information and control workflows within our school. There have been huge efficiency gains and improvements in the way we work with staff, students and parents. Using Intelledox Infiniti has given us an edge and other schools are starting to try to emulate that. Pros Less paper, less handing Cost savings over paper and postage Pre-filled forms are quicker for users to complete Improving processes with workflows More privacy control Alternate interface to systems A new way to look at information gathering Cons There are costs for licenses and time for developing forms, but this is acceptable. 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. RE Reviewer IT Project Lead Used the software for: 1-3 years ### "Good product but need more work in terms of functionality" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 10, 2019 Good product! Would love to see the functionality with SharePoint Online and O365 Pros Ease of use by users Compliant Available on Windows store Integration with HPECM Supported by FYB Offline function Cons Hard for administrators to build forms Hard to implement the app from google store Few annoying bugs 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. RE Reviewer Publishing Advisor Used the software for: 3-5 years ### "From a non-technical perspective" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 11, 2019 Intelledox has given us a very reliable and smart way to generate bulk recurring letters and emails for our customers. The set up time for a complex job is well worth the ease, time and money we save in the long run. It also removes a lot of the risk we have around making mistakes by removing manual tasks from our workload. Pros This software is super clever in terms of what you can do with rules and calculations. We've been able to achieve some really great personalisation and customisation in our regular communications to customers, which is very valuable to us. Cons If you don't know the correct terminology to begin with, it can be difficult to find solutions in the online support portal/knowledge base. This is coming from the perspective of a user whose core skills are writing and branding, rather than the more rule-driven, technical skills that most Infiniti developers would usually have by nature. 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. RE Reviewer Technical Lead Used the software for: 3-5 years ### "Infinti developer review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 31, 2019 Using the Intelledox Infiniti product has improved the overall process by reducing confusion for applicants while also improving the data quality sent to internal system. Pros It's simple to use and quick to build complex business rule. The Infiniti product has great anchor points that allow us to build custom components when needed and tailor the resulting client interface in a way that represents our business. Cons With the amount of business rules we have, we find that the page is constantly posting back to the server to process what the page needs to display. This can be a bit distracting at times. 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. RE Reviewer Team Lead, eForms, Workflow and Data Migrations Used the software for: 3-5 years ### "Intelledox Infiniti" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 3, 2019 Pros The ease of use for the design aspect of infiniti. Most other softwares require a decent level of coding knowledge to successfully make eforms. Whislt there is coding that can be used within Infiniti, simple forms can be made by persons without any background in high level IT or coding backgrounds. Cons It's a little restrictive for completing recursive administrative tasks within the Manage section. Deactivating users, updating projects, etc, can only be done one at a time unless someone responsible for the site creates a custom function. 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. RE Reviewer General Manager Used the software for: 3-5 years ### "iUtopia Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2019 We needed a platform which we could easily develop and take to the market. We needed the ability to have offline capabilities to deliver our solution, which this product has. Pros The software was very easy to deploy. You don't need to be a full-on developer to get the product off the ground. Cons We havent come across too many issues. The configuration becomes a lot faster, the more you have used the product. 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. RE Reviewer Digital Advice - FP Manager Used the software for: 3-5 years ### "Intelledox has improved our customer interactions" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 7, 2019 I find them pleasant to work with and the product is one of the best out there. Pros The GUID for the form building is easy to use and very intuitive. Cons When you need to build in more complex features - this can be difficult without some IT knowledge 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. RE Reviewer Quality Control Officer Used the software for: 1-3 years ### "Great workflow and notification product" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 30, 2019 Pros Great customer support (technical and account) - I am the only design / admin user in my company (and don't use the product very often) but am always given great support when it come to something I haven't been able to work out myself. For a notification and workflow tool, I do really like it and does work well with the Microsoft Office suite. Am always wanting to setup so much more than the 2 main projects we use it for! (Having to find the time) Cons Usability - Difficult to navigate complex projects if you need to change anything. Formulas - particularly with dates, ranges do not work properly and often need to find a way around something 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. RE Reviewer Project Manager, Process Automation Used the software for: 1-3 years ### "Intelledox Infiniti is a good Enterprise Workflow platfrom" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2019 Pros It is very easy to develop forms on Intelledox Infiniti. The platform is very stable and scalable to meet various business needs. Cons Workflow and group management can get a little bit complicated if not well-designed! 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. RE Reviewer Technical Writing Coordinator ### "A PROVEN SOLUTION THAT WILL GROW WITH YOUR BUSINESS" 5.0 May 4, 2012 I would not hesitate in recommending Intelledox to anyone in any industry...if you deal in high volume or complex document generation, your business will definately benefit. Pros FLEXIBILITY - Intelledox provided us with a very flexible option to meet the unique needs of our industry and we are only just beginning to discover its potential across other areas of our business. INTEGRATION - Seamless integration with our legacy data systems, giving us the capabilty to leverage, organise and present existing data easily. USER FRIENDLY - The ability to administer and create your own document templtes in-house, without any specialized training, is a major plus. PERFORMANCE - After using this product on a daily basis for the past 4 years I can honestly say that it is the most stable product I have used to date. KNOWLEDGE - The guys at Intelledox know their product inside and out but more importantly they know how to maximise its potential throughout your business. Cons None so far. 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. [View all Reviews](https://www.capterra.com/p/124729/Intelledox/reviews/) ## 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.