# SmartIQ Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SmartIQ Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/124729/Intelledox/alternatives --- # SmartIQ Software Review 2026: Features, 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)[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/)[Government](https://www.capterra.com/government-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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.smartcommunications.com&name=SmartIQ) ## 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 (5,720)](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 (5,671) Value For Money 4.0 (5) Value For Money 4.3 (4,311) Customer Service 4.6 (10) Customer Service 4.4 (4,113) ## SmartIQ alternatives [4.4 (2,883)](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 Highest Rated [4.7 (648)](https://www.capterra.com/p/135004/Process-Street/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Define levels of authorization for access to specific files or 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. Send messages, notifications, or documents to an entire customer base at the same time Software's ability to perform similar action on multiple similar files simultaneously Online portal for brokers/agents to add, edit, update or access required information Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Communicate using direct chat or messages within the system Process of submitting and following up on claims with insurance companies Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Alter the layout and content of dashboards Customize contracts and forms to collect specific information Alter the layout and content of reports Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digital forms that are shared and accessed online Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Create and share a new employee handbook with helpful information Public or private sharing of digital files such as documents, audio/video, images, and more Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Automate repetitive tasks such as filling out information or creating certain types of forms Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system 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 Track interaction history by documenting conversations for contacts Create, share, and manage the distribution of job descriptions/duties Manage the process of attracting and converting business prospects into leads Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Create content in various formats, such as print, PDF, HTML and more Drag and drop/visual interfaces that allow non-tech users to build without writing code Ability of websites, web applications, or mobile applications to function without an active internet connection Generate personalized communications upon request to meet customer needs Create orientation programs for new employees or students Issuance of valid permits to initiate projects or tasks Adjust communications based on previous interactions or personal preferences Document any changes or proposed changes made to business processes or workflows Visually identify, define, and map all details and relationships surrounding business process models and elements Streamlining repetitive tasks and activities through automated and predefined workflows Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Generate quotes or estimates for customers Receive system updates as soon as any changes are made Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Timed notification for any upcoming task, deadline, appointment, or activity 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 Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Manage the review process to determine financial risk on a loan or application Track revisions and updates made to files and navigate between different versions Web form that allows users to enter data that is sent and processed for different reasons Creating, assign, and track jobs and/or tasks for work orders 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 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 5(7) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SP Steph P. Publishing Advisor Transportation/Trucking/Railroad ### "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 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. MC Melissa C. IT Project Lead Government Administration ### "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 8, 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 Alternatives considered [Nintex Process Platform](https://www.capterra.com/p/141379/Nintex/) [Neumo](https://www.capterra.com/p/10035343/Neumo/) [SafetyCulture](https://www.capterra.com/p/141080/iAuditor/) Reasons for choosing SmartIQ Integration with HP ECM Compliant Supported by FYB 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. MD Melanie D. Digital Advice - FP Manager Financial Services ### "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 4, 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 Reasons for choosing SmartIQ It had better form functionality, more flexible and more intelligent with logic. 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. ML Michael L. General Manager Computer Software ### "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 2, 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 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. MH Michael H. Technical Lead Government Administration ### "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 30, 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 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. MR Mitchell R. Team Lead, eForms, Workflow and Data Migrations Information Technology and Services ### "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 August 29, 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 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. MD Michael d. Head of Education Technology Primary/Secondary Education ### "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 August 29, 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. Reasons for choosing SmartIQ Intelledox Infiniti is a complete system allowing us to confidently create forms and interfaces while securely controlling the flow of information to and from our data stores. The capability it gives us means we capitalise on the work the more we invest into the system. 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. MB Michael B. Quality Control Officer Market Research ### "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 28, 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 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. ST Salim T. Project Manager, Process Automation Higher Education ### "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 August 28, 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 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. DB Daniel B. Technical Writing Coordinator ### "A PROVEN SOLUTION THAT WILL GROW WITH YOUR BUSINESS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 2, 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/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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