---
title: "Engage Process Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Engage Process Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more."
source_url: "https://www.capterra.com/p/158537/Engage-Process-Modeler/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 Engage Process Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 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)

Engage Process

## What is Engage Process?

Save time, cut costs and drive change in your organization. Our intuitive, easy-to-use process management platform will get your teams truly involved in exploring and improving your processes, with more time to focus on the bigger picture. Wether you're working on service improvement, cost saving or (digital) transformation projects. It allows you to map, analyse and improve real time in a workshop with the team, even remotely. We also offer a special Partner Program for consultants.

## What is Engage Process used for?

[Business Process Management](https://www.capterra.com/business-process-management-software/)

Top alternative

Featured

Overall rating

Based on 38 user reviews

Reviews sentiment

Positive

97%

Neutral

3%

Negative

0%

Starting price

$9800

Flat Rate, Per Year

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...

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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.

### Engage Process

4.4 (38)

VS.

[4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$9800

Flat Rate, Per Year

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (38)

Ease Of Use

4.5 (6,085)

Value For Money

4.6 (37)

Value For Money

4.3 (4,702)

Customer Service

4.7 (37)

Customer Service

4.4 (4,493)

## Engage Process alternatives

[4.5 (2,269)](https://www.capterra.com/p/146136/Lucidchart/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (1,080)](https://www.capterra.com/p/179296/GetMaintainx/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.5 (3,579)](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

[View all alternatives](https://www.capterra.com/p/158537/Engage-Process-Modeler/alternatives/)

## FAQs about Engage Process

Overview

### Which roles and teams benefit most from Engage Process?

Engage Process is most used by directors, business analysts, process consultants, and operations leaders managing process documentation, improvement initiatives, and organizational standards. Project and program managers use it to map workflows and coordinate change, while quality, internal-control, Lean, and IT teams maintain compliance, governance, and consistent operating procedures.

Answer based on 32 reviews

Overview

### What company size and specific industries is Engage Process built for?

Engage Process is designed for organizations of any size that are undergoing change or transformation and want better growth, profitability, or service quality. It suits business-focused teams across industries where employees work with processes and need a structured way to improve operations.

Features and Usability

### What are the key features of Engage Process?

Engage Process offers workflow management, process modeling and designing, and a graphical workflow editor for building and updating business processes. It also includes approval process control, audit management, audit trail, version control, and process change tracking, plus access controls, role-based permissions, reporting and analytics, and collaboration tools.

Pricing

### How much does it cost and what fees or limitations are included?

Engage Process starts at $9,800 per year for the Gold plan, with a free 30-day trial available. Gold includes 10 Modeler Users, 2 Concurrent Users, 25 Teamboard Users, 25 Viewer Users, plus Authorisation Manager, Feedback, Publisher, Tables, and Upload. The Platinum plan is $12,600 per year.

Answer based on 8 reviews

Integrations

### Which third-party tools and platforms does Engage Process integrate with?

Engage Process integrates with Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, and Microsoft Word. These Microsoft tools cover spreadsheet, presentation, file storage, and document workflows, giving teams a familiar set of connected apps for process documentation and sharing.

Answer based on 2 reviews

Getting Started and Support

### What training and onboarding options does Engage Process offer?

Engage Process provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide recorded guidance for self-paced review.

Answer based on 4 reviews

Getting Started and Support

### What customer support options does Engage Process offer?

Engage Process provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Reviewers describe the support desk as friendly, well organized, and responsive, with issues often resolved quickly and questions answered until customers are satisfied.

Answer based on 6 reviews

Features and Usability

### Is Engage Process easy to use for process mapping?

Engage Process makes process mapping approachable with drag-and-drop modeling, familiar icons, and automatic diagram layout. Business analysts, workshop facilitators, and nontechnical employees can capture, update, and publish workflows without extensive diagramming skills. Some users still need brief orientation to locate certain controls, but built-in help supports adoption.

Answer based on 13 reviews

Features and Usability

### How easy is the Engage Process user interface to learn?

Engage Process presents an intuitive, visually clear interface for building and viewing detailed process maps. Consultants and operational teams value understandable icons, a logical model-to-publish workflow, and flexible views such as swimlanes. The interface supports live workshop mapping, although some users may need time to find particular buttons or controls.

Answer based on 10 reviews

## Features

AI summary

Based on 3,617 Business Process Management reviews

Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities:

-   **Workflow Management** (**51%** of reviewers rated this feature as critical)
-   **Task Management** (**43%**)
-   **Business Process Automation** (**46%**)

Engage Process supports **Workflow Management** and **Task Management**, giving teams a clear way to map work steps and keep assignments moving across the organization. However, it does not offer **Business Process Automation**. Instead, it provides other highly rated capabilities, including **Process Modeling & Designing** (**45%**) and **Access Controls/Permissions** (**48%**), which help businesses document processes clearly and manage user access with more control, allowing teams to improve consistency, accountability, and oversight in daily operations.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

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

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Engage Process 29 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- 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
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- 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.
- Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria
- 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
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- 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
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Task Management: Create, manage and track all task activities and progression
- Templates: Sample files or documents that could be customized as needed or used as is
- 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
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.3 (38)

4.3

Based on 38 reviews

## Pricing

Value for money

4.6 (37)

Free Trial

[View pricing plan details](https://www.capterra.com/p/158537/Engage-Process-Modeler/pricing/)

Gold

$9,800

Flat Rate,Per Year

It includes:

-   10 Modeler Users
-   25 Teamboard Users
-   25 Viewer Users
-   2 Concurrent Users
-   Authorisation Manager
-   Feedback
-   Publisher
-   Tables
-   Upload

Platinum

$12,600

Flat Rate,Per Year

It includes:

-   20 Modeler Users
-   4 Concurrent Users
-   50 Teamboard Users
-   50 Viewer Users
-   Authorisation Manager
-   Feedback
-   Publisher
-   Tables
-   Upload

Enterprise

Contact Vendor for Pricing

It includes:

-   Authorisation Manager
-   Dashboard
-   Feedback
-   Publisher
-   Tables
-   Unlimited Users for Modeler
-   Upload
-   Viewer & Teamboard

Value for money

4.6 (37)

4.6

Based on 37 reviews

## Integrations

[

Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

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

4.7 (37)

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

4.7 (37)

4.7

Based on 37 reviews

## User reviews

Overall rating

4.4

Based on 38 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(18)

4(19)

3(1)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

PS

Process Specialist

Process Specialist

Used the software for: 3-5 years

### "Only tool you will ever need"

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

May 25, 2021

Pros

The application is super user friendly. Knowing what data, documents and roles are used in the different processes (all processes in Engage) with just two clicks, is absolutely mind blowing. Also when you want to change a lay-out for example from value stream to swimlane... just 1 click. This application gives you a great overview of all your processes and saves so much time in comparison to other BPM software solutions. And even if you have been working in other applications before, you can just upload the processes and continue working on them in Engage. So no reason not to switch to Engage.

Cons

I know there is een update coming where Engage will be added to MS Teams. That would be great. But that is just a nice to have.

CI

Customer Improvement Manager

Customer Improvement Manager

Used the software for: Less than 1 year

### "Simple, Intuitive, Powerful Software"

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

December 19, 2019

Mapping the entire 'As Is' situation to use as a reference point for the entire organisation and highlighting current best practice and risk appetite allows for organisational consistency and thorough grounding before moving to the redesign phase. Engage enables us to deliver a 'Process Library' to aid training, audit, Change Management, & Quality in the organisation

Pros

Very quick to learn and master so provides instant feedback on benefits to processes. Highlights savings routes and cost drivers that aren't obvious, enables you to see 'the wood for the trees' Allows quick experimentation to find the optimal processes

Cons

Some concepts that Engage uses as a pre-requisite for building processes can be a little obscure so you can waste time early on understanding why it works the way it does. This is easily overcome with some training and explanation

CH

Change-manager

Change-manager

Used the software for: 3-5 years

### "Review Engage Modeler"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 17, 2017

The modeler is an easy to use program. In my opinion it could have more functionalities / features in line with developments of technology. It's too much an oldfashioned type of program (microsoft '95)...

Pros

It's easy to use, very intuitive, if you're used to microsoft products.

Cons

it's oldfashioned and too much related to an hierarchial organization (by sharing and publicating processes or giving permission to look of work with the processes).

DI

Director

Director

Used the software for: 3-5 years

### "A game changer for process improvement, modelling and mapping"

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

May 17, 2017

I came across ENGAGE whilst working as a business analyst consultant and doing workshops in the traditional Post It, paper, Visio and Excel way. I found this software and tried the free trial. The guys at ENGAGE did a quick webinar and I was up and running in an hour and have not looked back since. The first process I mapped was my existing process improvement process using the software to show how much quicker and better it would be to use the software for my role. Quickly I was able to show that as well as providing better outcomes I was also able to deliver the same/better for around 25% less effort and around 40% quicker lead time. I showed this to my boss and immediately he agreed to purchase the software. The software enables me to map live in process workshops with the stakeholders saving massive amounts of time in write ups. The added bonus of mapping live in the workshops is the stakeholders are familiar with the process maps and feel a sense of immediate ownership as they were part of creating them. The user friendly icons make it very easy for non technical staff to understand the maps. In the software you never have to draw a line or move maps around it offers simple drag and drop, copy and paste functionality that makes it easy to add forgotten process steps. The software will move the map around as you add, move or insert steps. Viewing the process from different perspectives (swim lanes) is easy, you map once and with one click you can switch the view into a roles based swim lane. You can add additional attributes to your maps such as IT systems or locations which not only gives you more swim lane views but generates additional reports. The lean functionality within the software allows you to classify the value against process steps and add really rich data against each process step such as descriptions, inputs and outputs. You also add costs against each role, processing times and break times meaning instead of a process map you create a fully costed process model. The powerful analysis tools enable you to identify and improve your processes. Your 'To Be' models can be compared to your 'As Is' with a click showing benefits (across a multitude of statistical measures) and creating a business case. The tool offers a multitude of export options into things like Visio, Word and Excel. Add to this an interactive Brainstorm function with apps for smartphones and browser accessibility which again saves time for analysts.

Pros

\- Workshop friendly - Brainstorm App - Powerful analysis tools - View from different perspectives without remapping - User friendly icons - Easily compare As Is and To Be maps - Costs and times embedded in models - Time saving - Create easy business cases for change - Easy to use and intuitive - Depth of features and statistics for advanced users

Cons

Nothing

PM

Program Manager / Black Belt Lean Six Sigma

Program Manager / Black Belt Lean Six Sigma

Used the software for: 1-3 years

### "The value of this BPM platform is in shown in it's name: Engage!"

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

December 1, 2020

Engage is not just a tool to describe processes. It is a platform in which you can engage every stakeholder and user of a process that leads towards a product or service. The richness of Engage is to multidisciplinary come together and define and lay out how value streams through your processes. It gives more insight in how one contributes in that. Next to that it provides a cloud based space where your users can look into their most actual processes. Furthermore: Engage is the locking pin that enables you to make a firm step-up in improving processes. At this moment I can imagine Engage is second to none, when it comes to a lightweight and yet complete and intuitive platform for discovering, publishing and maintaining processes. So it can be labeled as a "must have asset" in continuous improvement!

Pros

\- intuitive 'Microsoft alike' platform - easy to understand - appealing software - complete in it's simplicity to use - logical build up: model->publish->view - various methods to engage users and stakeholders - friendly people to deal with - and: the most responsive cloud supplier I have experienced so far in my career, when it comes to address questions and guidance

Cons

I didn't find anything that I liked least.... Maybe SSO with Microsoft Azure might be a chance to further enhance the product. Maybe it already exists? And for the Dutch educational market the use of SURFconext for SSO would be very desirable or even necessary.

DI

Director

Director

Used the software for: 3-5 years

### "Transformation at your finger tips"

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 10, 2019

I have used this software with a large number of customers. I have been able to demonstrate how they can improve and transform their processes. Not only this, it enables staff engagement in the mapping of the current process and in the development of a proposed process.

Pros

Simplicity, it's easy to use and to share with others. Using it in a workshop setting is brilliant, it allows the focus to be on what happens rather than keeping track of post-its and added notes. The ability to calculate costs and timings is impressive. Even using gut-feel estimates, the overall outcome is as close to the actual cost as you will get. Then there's the ability to produce report and provide online access to training material.

Cons

I would love to be able to produce reports from a template to suit my customers, I can do it manually but it would be good to be able to set or select a template. It is on the wish list for Engage to implement in a future release.

SB

Senior Business Analyst

Senior Business Analyst

Used the software for: Less than 1 year

### "Engage "

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

December 17, 2019

Pros

Engage is extremely user friendly, intuitive and very easy to learn. However, behind the initial simplicity of the system is a powerful process mapping tool that allows you the freedom and functionality to create in depth process maps that can be the catalyst for delivering real change through efficiency improvements. Customer support is absolutely fantastic, with the wishlist / suggestion function allowing you to submit ideas that have a real chance of being implemented into future updates! Being able to use the software to map live during workshops is incredible and has increased my own productivity immensely.

Cons

The only real gripe I have at the moment is there is no built in spell-check function. Other than that there's nothing I dislike!

CO

Consultant

Consultant

Used the software for: 1-3 years

### "Engage Process useful for many purposes"

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

January 28, 2021

I am very enthusiastic with the Engage Process tool. The tool is useful for many purposes. We use the tool to: - calculate lead time - to analyze the impact of a certain intervention on the work processes of organizations working together - to provide insights in the document journey within a process - to analyze the impact of a new law on the work processes of organizations.

Pros

The most positive thing about the Engage Process tool is that it leads to more interaction between people, both during proces workshops and after. This interaction is more profound because the tool provides al lot of possibilities to capture information like input, output, lead time, waiting time, costs and al that is said during the proces workshop.

Cons

When the process consists of a lot of activities and different branches, adding or deleting steps in the process can lead to some flaws like branches jumping to weird positions, lines that take a weird shape and the numbering of steps that do not make sense anymore.

FA

Finance/control and lean specialist

Finance/control and lean specialist

Used the software for: 3-5 years

### "Superb tool to make processes clear"

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

December 18, 2019

It is very good. It is easy to use and without knowledge you will find your way very quick.

Pros

It is very easy to make a process scheme. The options and possiblities to costumize the software is great.

Cons

Making a link for co- workers to give feedback demands several steps before you can finish.

TR

Trainee

Trainee

Used the software for: Less than 1 year

### "Easy to learn and use"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 27, 2020

We are currently mapping a license authorisation where we try to map every single step. Engage is easy to use, to map, and to change. I used the progam also in direct meetings. Gives a clear overview in steps and time.

Pros

Easy to use - no stress with drawing lines. I like the pictures fot icons/steps. You can use your own symbols too. Easy to use in meetings!

Cons

You need to learn every new system. But the layer "Help" is easy to use and to find your information. No con's detected yet.

[View all Reviews](https://www.capterra.com/p/158537/Engage-Process-Modeler/reviews/)

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