# SmartFlo Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/156356/SmartFlo

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# 

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

Last updated on August 24, 2025

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)

SmartFlo

## What is SmartFlo?

SmartFlo enable our customers to: Produce more projects and jobs with less wasted effort Create and deploy enterprise workflows in minutes Eliminate the frustration that comes with being overworked. Eliminate the mistakes that come with rekeying data. Communicate status in real-time. Incorporate compliance in the workflow Automate digital asset management & metadata

## What is SmartFlo used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)

Top alternative

Featured

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$18

Flat Rate, Per Month

Free trial  
available

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## 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.

### SmartFlo

4.7 (6)

VS.

[4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price

$18

Flat Rate, Per Month

Starting Price

$7.91

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (6)

Ease Of Use

4.1 (640)

Value For Money

4.6 (5)

Value For Money

4.3 (612)

Customer Service

5.0 (6)

Customer Service

4.2 (611)

## SmartFlo 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/156356/SmartFlo/alternatives/)

## Features

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Business Process Automation

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Customizable Dashboard

Alter the layout and content of dashboards

Document Management

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

SmartFlo 11 features

Manage the process of evaluating documents or requests submitted for approval

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

Track and manage schedules and meetings via an integrated calendar

Track and report regulatory data to either internal management or external stakeholders

Alter the layout and content of dashboards

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

Store, manage and track all forms in a centralized location

Create, design and modify the flow and processes of tasks in a project

Access software remotely via mobile devices

Create, manage and track all task activities and progression

Alter the default workflow to meet your organization's needs

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Features

4.7 (6)

4.7

Based on 6 reviews

## Pricing

Value for money

4.6 (5)

Free Trial

Basic

$18.00

Flat Rate,Per Month

Value for money

4.6 (5)

4.6

Based on 5 reviews

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## Support, customer service and training options

Customer Service

5.0 (6)

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

5.0 (6)

5.0

Based on 6 reviews

## User reviews

Overall rating

4.7

Based on 6 reviews

Filter by rating

5(4)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SE

Stephanie E.

RVT

Veterinary

### "SmartFlo makes everything so organized! "

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

9/10

March 25, 2022

Pros

I love that this software keeps all my patients, their charts, and what is going on with them organized. I also love how easy it integrates into EzyVet.

Cons

There is really nothing bad to say about this software.

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

Michael R.

Digital Asset Management

Printing

### "SmartFlo review 4/29/2020"

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

April 29, 2020

Working with the Chalex group has been a very good experience. When we need any updates or help \[SENSITIVE CONTENT HIDDEN\] have been outstanding in their support.

Pros

Relatively easy and intuitive, searches are the key for me and I use them daily (multiple times throughout the day) easy and several options make it "a piece of cake" !

Cons

when we come across anything that needs tweaking we alert \[SENSITIVE CONTENT HIDDEN\] and its taken care of quickly.

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

May 1, 2020

Michael is a senior level packaging workflow management professional with extensive experience in customer service.

MJ

Melissa J.

Account Manager / Graphic Designer

Design

### "Enjoying SmartFlo"

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

April 28, 2020

Murry at SmartFlo / CHALEX Corp went above and beyond to make sure I understood everything about SmartFlo.

Pros

The ease of use is great. I have busy days so it is nice that SmartFlo is easy to use.

Cons

The only problem I had with SmartFlo was not with it really, it was when someone else in the team did not understand how to use it.

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

May 1, 2020

Melissa is a seasoned packaging design and prepress producer with experience navigating many workflow management solutions. Her understanding of process and asset management contributed to one of the fastest project manager on-boarding experiences I have participated in.

MH

Mark H.

Business Analyst

Consumer Goods

### "Awesome Business Process Management"

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

April 22, 2020

SmartFlo won the RFP by a significant margin. Other vendors showed us their process flows in the demo, but SmartFlo showed us OUR process flows. They provided top-notch service during the implementation, met every deadline, and always communicated.

Pros

As the administrator and process designer, configuration of process flows was very simple, even for complicated processes with multiple routes and feedback loops. Configuration of data was also easy to set up and change. Having the flexibility to tweak existing processes and design new ones without the need for development or vendor support is what sold it. The robustness of the design meant we only needed minimal customization, which SmartFlo delivered quickly, flawlessly, and inexpensively. End user support is a breeze and almost non-existent. The GUI is simple and clean and users consistently loved it.

Cons

I honestly can't say anything negative about it. The consistent positive user feedback speaks for itself.

Reasons for choosing SmartFlo

Licensing was a little lower than the competitors, and implementation costs were even lower than that. The overall value for the money was significantly higher than the competitors. Being able to customize our own process flows without the need for development or vendor support was the key.

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

April 23, 2020

Mark was the liaison between Mars Corporate IT and the Marketing department where we implemented SmartFlo to simplify process and digital asset management for the Mars Petcare business units in North and South America. Mark set the bar for high speed adoption. Within 8 hours of online instruction and plenty of homework, Mark was able to build and deploy new workflows, configure the DAM service and help lead the SAP integration effort that followed.

WS

Wayne S.

Project Manager

Computer Software

### "Flexible Software for Managing Business Flows and Processes"

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

April 14, 2020

My experience was positive. I was part of the team that set up, deployed and integrated SmartFlo with a Digital Asset Management solution. The SmartFlo team was excellent, responding quickly to inquiries and issues. We were able to execute on a full integration as well as build out several complex business flows in a very short period of time, coming in on budget and time within our overall project plan.

Pros

The solution is very flexible, allowing for management of a variety of business flows and processes. The team behind it are dedicated and very responsive to any questions, feedback and/or suggestions.

Cons

The UI and terminology used takes a while to get used to.

Reasons for choosing SmartFlo

SmartFlo was recommended by a trusted partner.

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

April 21, 2020

Wayne was a tremendous asset for Nothplains as we navigated the available APIs and completed the bi-direction integration with Telescope, and the customer's PIM system. The net result has delivered a complete solution that seamlessly shares and updates Oracle's PIM data across SmartFlo workflows and the Northplains Telescope DAM. SmartFlo APIs in combination with the CHALEx DAM connector allowed us to develop and deliver the complete solution on time and in budget.

RP

Ryan P.

### "SmartFlo is Great!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 17, 2016

I love this tool's Digital Asset Management feature. It allows us to keep all of our files centralized and backed up. The workflow and process management is also great for tracking and coordinating repeatable tasks like creating promotions or managing employees. It provides a central dashboard with useful analytics. Although with any tool there is a learning curve with figuring out how it works for you the software it is worth it for industries that want a better way to track, manage and improve their workflows.

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

April 23, 2020

Ryan and the DANAM team have been great partners in helping make SmartFlo stand out. Several of the new functions such as Exception Tasks and Collections can be attributed to what we have learned together as we continue to configure SmartFlo for different clients.

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