--- title: "FlowForma Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FlowForma Software - reviews, pricing plans, popular comparisons to other Construction Management products and more." source_url: "https://www.capterra.com/p/152405/FlowForma/" page_type: "product" language: "en" --- # FlowForma Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 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) FlowForma ## What is FlowForma? FlowForma’s AI-powered Process Automation Platform empowers enterprises to orchestrate humans, AI, and automation in intelligent, hybrid workflows that drive smarter decisions and greater efficiency. Fully no-code, customizable, and enterprise-ready, FlowForma enables organizations across industries to rapidly automate, optimize, and continuously improve processes at scale. Seamlessly integrated with Microsoft 365 and SharePoint, data remains securely within your own Microsoft tenancy, while IT retains control and governance. Trusted by over 300,000 users, FlowForma serves organizations across all sectors, including insurance, financial services, healthcare, construction, and education. By combining people, AI, and workflow automation, FlowForma helps organizations standardize processes, strengthen compliance, and deliver measurable ROI, making work smarter, faster, and more reliable. ## What is FlowForma used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Text Mining](https://www.capterra.com/text-mining-software/)[Construction Management](https://www.capterra.com/construction-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €2067 Flat Rate, Per Month 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 FlowForma?[Manage this product listing](https://www.g2.com/products/flowforma-process-automation/claim_requests/new?auto=true) ## FlowForma Overview Updated September 2026 AI summary FlowForma is a cloud-based platform for businesses of all sizes seeking to standardize and automate construction and business processes. Covering construction management, workflow, and business process management, it features configurable workflows, document management, project and contractor oversight, AI Copilot, real-time data, and integration with leading productivity tools. Deployment options include web, mobile, and SaaS environments. ## 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. ### FlowForma 4.0 (5) VS. [4.6 (6,114)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price €2067 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (5) Ease Of Use 4.5 (6,065) Value For Money 4.0 (5) Value For Money 4.3 (4,682) Customer Service 4.0 (5) Customer Service 4.4 (4,475) ## FlowForma alternatives [4.4 (3,039)](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 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (3,551)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (5,314)](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 [View all alternatives](https://www.capterra.com/p/152405/FlowForma/alternatives/) ## FAQs about FlowForma Overview ### What company size and specific industries is FlowForma built for? FlowForma is designed for mid-size to enterprise organizations across all industries, especially businesses with complex, high-volume processes that need to be standardized, automated, governed, and scaled. Features and Usability ### What are the key features of FlowForma? FlowForma offers configurable workflow, forms automation, and rules-based workflow for process design and routing. Core capabilities also include document approval, audit trail, role-based permissions, real-time notifications, and reporting & statistics, plus AI Copilot, AI Text Generation, and API connection for process automation and data integration. Integrations ### Which third-party tools and platforms does FlowForma integrate with? FlowForma integrates with 10 third-party tools and platforms, including document, CRM, productivity, and collaboration systems such as Docusign, HubSpot CRM, Microsoft 365, Microsoft Outlook, Microsoft Power Apps, Microsoft Power Automate, Microsoft SharePoint, Procore, Salesforce Platform, and Slack. Getting Started and Support ### What training and onboarding options does FlowForma offer? FlowForma provides in person training, live online sessions, webinars, and documentation. In person and live online formats support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review and step-by-step guidance. Getting Started and Support ### What customer support options does FlowForma offer? FlowForma provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. With no reviewer feedback available on support experiences, the available catalog information only confirms these contact and self-service channels, without indicating how responsive or helpful the support team is. ## Features AI summary Based on 4,165 Construction Management reviews Capterra data shows that buyers of Construction Management software rank the following features as their top priorities: - **Project Management** (**57%** of reviewers rated this feature as critical) - **Multiple Projects** (**56%**) - **Document Management** (**44%**) FlowForma supports all three of the features reviewers value most: **Project Management**, **Multiple Projects**, and **Document Management**. Together, these capabilities help businesses coordinate jobs more effectively, keep work across several projects organized, and maintain clear access to important files, allowing teams to stay on schedule and make better day-to-day decisions. Drag & Drop 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components Forms Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Graphical Workflow Editor 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, design and modify the flow and processes of tasks in a project Progress Tracking 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Workflow Configuration 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the default workflow to meet your organization's needs Access Controls/Permissions Define levels of authorization for access to specific files or systems FlowForma 138 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accessibility: Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. - Accounting Integration: Integrate with a third-party accounting system - Activities: Any action a user can perform in the system can be specified as an automated action. - 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 - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - 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 - API Connection: Connect with existing systems via API. - App Templates: Provides base-level application templates to build atop and customize for specifc users and actions. - Application Deployment: Provides tools for building, deploying, or integrating source code into hosted application. - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Autonomous Task Execution: Completes tasks independently without constant human intervention - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Building Information Model: 3D design and modeling tool enabling a virtual information model - 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 - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commercial: Specialized for organizations who focus on commercial projects and processes - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - 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 - Contract/License Management: Track, store, and access client contracts or licenses - Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-system Integration: Works across multiple software systems or databases - Custom Development: Development of custom software, web apps, mobile apps, etc. - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customized Branding: Provides tools for inserting brand logos, colors, quotes, and other proprietary content. - Data Import/Export: Import and export data to and from software applications - Data Migration: Move from one database to another, or upgrade the version of database software being used - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Unification: Compile data from across all systems so that users can view relevant information easily. - Data Visualization: Graphical representation of data - Decision Making: Makes informed choices based on available data and objectives - Dependencies: Manage dependencies between projects from one or multiple portfolios. - Deployment Management: Manage the processes involved when making the application ready for use - Document Approval: Streamline and simplify document approval processes. - 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 - Email Management: Manage, store and organize emails within the system or via third-party apps - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Flows: Track products to determine when they are shipped, in transit, or delivered. - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For No-Code Development: Build applications without the use of code - For Residential: Specialized for organizations who focus on residential projects - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Graphical User Interface: A visual way of interacting with an application or operating system using items such as windows, icons, and menus - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Incident Reporting: Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site - Integrated Development Environment: An application for source code editing, compiling, and debugging - Intelligence: Analyzes key metrics to identify root causes of productivity blockers or enhancers. - Inventory Management: Track and manage inventory levels to maintain proper supply - Job Costing: Calculate total itemized costs, including initial costs and any changes - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Low-Code App Development: Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. - Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-step Planning: Ability to break down and plan multi-step processes - Multiple Projects: Ability to handle several projects simultaneously - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - No-Code App Development: Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Permit Management: Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries - Platform Compatibility: Lets users build cross-platform applications or provide specific templates for different device types. - Pre-Built Modules: Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Process Analysis: Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Design: The ability to create custom workflows aligned with business objectives. - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Process Overview: Provides users a holistic view of all workflows so as to see how all processes work together. - Process Repository: A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. - Process Routing: Ensures the right task is being assigned to the proper employee across an entire process. - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Workflow: Create, manage, or update project workflows. - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quality Control Management: Track and manage all activities and tasks necessary to maintain a desired level of quality - 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 - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - 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 - RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received - Risk Assessment: Initiate collection and analysis of known risks - 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 - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Supplier Management: Manage all supplier data and operations - 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. - 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 - Timesheet Management: Track the amount of time spent on a job or task - Unstructured Processes: Provides the ability to manage unstructured processes. - Updates: If your funding amount ever increases, your firm should be able to provide you with an updated 409a report. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Modeling: Use visual elements such as pre-built blocks and/or shapes to assemble a model or design - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.0 (5) 4.0 Based on 5 reviews ## Pricing Value for money 4.0 (5) Free Trial Essentials €2,067 Flat Rate,Per Month Professional €2,900 Flat Rate,Per Month Enterprise €3,000 Flat Rate,Per Month Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Procore](https://www.capterra.com/p/56250/Procore/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) 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 (5) 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 (5) 4.0 Based on 5 reviews ## User reviews Overall rating 4.0 Based on 5 reviews Filter by rating 5(1) 4(3) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent LC Liberato C. tech Information Technology and Services ### "flowforma review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 2, 2024 it's been ok so far. still much better than the competition Pros I like the graphic user interface when compared to other software Cons the pass back option that sometimes doesn't make sense Switched from [iAuditoria](https://www.capterra.com/p/241673/iAuditoria/) iauditor is horrible. worst product ever 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. DM Daniel M. IT Support Analyst Education Management ### "Resource Saver!!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 5, 2019 Pros Visual Flow/Form Designer No code - Requires no coding skills, this is an advantage for me in an analyst role like mine, easy step to step. Mobile App e-Signatures Cons SharePoint list integration 10,000 cap!! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ML Mark L. Finance Director Education Management ### "Flowforma reduces non value added activities" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 2, 2019 We had too many paper based processes. Flowforma reduced a lot of them, saving us time and improving accuracy of data. Pros The ease of setting up electronic workflows and creating really useful management information. Cons There are some limitations in what we can use it for due to the ned to integrate with other solutions Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. IB Imelda B. SharePoint Developer Oil & Energy ### "Flowforma ease of use" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 July 1, 2019 Overall our company is very satisfied with the quick development of the new flows. The end users are finding processing the forms are much easier to use than their last tool. And any changes that need to be made even as the form has been deployed can still be change very quickly with almost no downtime. Pros My company was looking for a tool to build many SharePoint workflows in a very limited amount of time to replace legacy forms on a legacy system being decommissioned. I reviewed native SP solutions as well as a few other third party tools but ultimately went with Flowforma because I quickly learned in the first 30 day free trial that I could build application very quickly. Which I do have a programming background, it wasn't necessary as it really is no code but haven't a good sense of logic helps. Cons It took me a bit to get away from the idea of not being able to write if/then/else type code statements as I did with native Sharepoint and Infopath but I quickly got over that. I liked that you could move steps and questions around and could reuse questions in other steps but I would have liked to be able to move or copy rules to other sections when they realized they would perform best at other parts of the flow. 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. Response from Vendor July 3, 2019 Thank you for your review Imelda LW Lucy W. Business Analyst Education Management ### "Process Automation in Further Education" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 1, 2019 FlowForma has enabled an organisation previously highly dependant on manual paper based process to embrace digital change. We have so far implemented 7 key electronic business processes, saving the organisation over 5000 admin hours annually. Data is accurately captured and with the help of a BI tool, always available to management in real time. Pros Multiple question types and business rules make forms flexible enough to meet ever changing business requirements. The Support team are very responsive and knowledgable of both the product and understanding requirements. The product has really engaged process owners and after a few high profile wins, managers are starting to approach the team with ideas for processes they'd like to improve with FlowForma. Cons There are some limiting features around integration if the knowledge/resource doesn't exist within the organisation. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## 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.