--- title: "Prestavi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Prestavi Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/177113/Prestavi/" page_type: "product" language: "en" --- # Prestavi 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)[Support](#support)[Reviews](#reviews) Prestavi ## What is Prestavi? Prestavi makes it easy for customers, vendors and employees to follow business processes in a step by step format. Build custom workflows with a simple yet powerful drag and drop editor. Experience the joy of great software. Guarantee that customers, vendors and employees always goes through the intended processes. ## What is Prestavi used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Productivity](https://www.capterra.com/productivity-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Usage Based, 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 Prestavi?[Manage this product listing](https://www.g2.com/products/prestavi/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. ### Prestavi 4.9 (15) VS. [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting Price $20 Usage Based, Per Month Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (15) Ease Of Use 4.1 (246) Value For Money 5.0 (7) Value For Money 4.1 (221) Customer Service 4.9 (9) Customer Service 4.3 (235) ## Prestavi alternatives Highest Rated [Caspio](https://www.capterra.com/p/137206/Caspio/) [4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/137206/Caspio/) [GoCanvas](https://www.capterra.com/p/139882/Canvas-Mobile-Forms/) [4.4 (209)](https://www.capterra.com/p/139882/Canvas-Mobile-Forms/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/139882/Canvas-Mobile-Forms/) [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) [4.0 (129)](https://www.capterra.com/p/118892/Formstack/reviews/) Starting price $83.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 81% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/118892/Formstack/) [Joget DX](https://www.capterra.com/p/127570/Joget-Workflow/) [4.2 (22)](https://www.capterra.com/p/127570/Joget-Workflow/reviews/) Starting price $6000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/127570/Joget-Workflow/) ## FAQs about Prestavi Overview ### Which roles and teams benefit most from Prestavi? Prestavi is most used by admissions support teams, customer service staff, and customer success managers who need structured communication, applicant follow-up, and efficient case handling. Operations, quality assurance, and business leaders benefit from improved workflow visibility, process consistency, and oversight, while technical and business roles support implementation and cross-functional coordination. Answer based on 15 reviews Overview ### What company size and specific industries is Prestavi built for? Prestavi is designed for small, medium, and enterprise businesses across nearly any industry. Its easy-to-use interface makes it suitable for organizations in a wide range of sectors, including companies that need a straightforward tool adaptable to different business sizes and operational needs. Features and Usability ### What are the key features of Prestavi? Prestavi offers projections, workflow management, and business process automation for defining and controlling processes. It includes graphical workflow editor, process modeling and designing, customizable forms and templates, approval process control, alerts and notifications, role-based permissions, real-time reporting, and third-party integrations. Getting Started and Support ### What training and onboarding options does Prestavi offer? Prestavi provides live online sessions and videos for training. Live online sessions support guided instruction with a trainer, while videos give teams self-paced materials for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does Prestavi offer? Prestavi provides Email/Help Desk support for customer questions and issue tracking. No reviewer feedback about support experience is available, so there is no evidence to describe response times, helpfulness, or common frustrations. ## Features AI summary Based on 13,904 Workflow Management reviews Capterra reviewers point to these as the top priorities when choosing workflow management software: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Prestavi supports all three features that matter most to buyers: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help teams organize work, monitor status across processes, and automate repeatable steps, allowing teams to improve consistency, reduce manual effort, and keep projects moving forward more efficiently. Task Management 4.8 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Progress Tracking 5.0 (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 Business Process Automation 4.7 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Collaboration Tools 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Access Controls/Permissions 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Workflow Configuration 4.6 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Alter the default workflow to meet your organization's needs Prestavi 42 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 - Assignment Management: Assign issues and tasks based on availability or required skills - 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 - 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 Forms: Customize contracts and forms to collect specific information - 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 - 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 - 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 Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - 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 Time Tracking: Measure time to completion or hours worked for projects - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - 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/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 - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - 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 - 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 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 4.7 (15) 4.7 Based on 15 reviews ## Pricing Value for money 5.0 (7) Free Trial Basic $20.00 Usage Based,Per Month Value for money 5.0 (7) 5.0 Based on 7 reviews 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 4.9 (9) 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 4.9 (9) 4.9 Based on 9 reviews ## User reviews Overall rating 4.9 Based on 15 reviews Filter by rating 5(13) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Anthony R. finance and international business Food & Beverages ### "unite processes in teams" 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 8/10 July 20, 2023 It benefits from having a more organized work with my team to finish the processes faster and supervised by everyone. Pros The workflow is simpler by being able to automate processes that help reduce the workload of certain processes that were longer to develop. Everything in a team is more organized and faster to finish keeping track of all the development that is being achieved.The system was very easy to learn to use and with the help of easy support to finish configuring Cons I don't like the overload performance that sometimes has a hard time loading when there are many users in the same process 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. JD Jelle D. Software Engineer Computer Software ### "Makes my customers happy" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 2, 2022 Pros Prestavi has helped my team to process our information collection a lot faster without making mistakes. Besides that Prestavi is really easy to use and has a nice looking UI. I didn't need to look into a lot of documentation before I could get started. Cons I encountered some bugs while using Prestavi. Luckily their support team has helped me with these issues. Besides that, I can't think of anything I didn't like about Prestavi. Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/) 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. GW Gabriel W. Admissions Support Rep Telecommunications ### "Personal Review of Prestavi" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 20, 2022 An excellent service with the potential to make working in certain environments a dream. Pros Simply put, it makes doing my job significantly easier. There is far less I have to fiddle with to get the job done and this has led to better productivity and work speed as well as less of a hassle overall. Cons While not necessarily a con, I am excited to see the new ways Prestavi can ensure that our job can be done to the fullest capacity with as few hurdles to jump through as possible. By the looks of things, it will only get better from here. 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. TW Taren W. ADMISSIONS SUPPORT REP Telecommunications ### "Solid software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 19, 2022 Pros This software makes it easy to enter and store client information. Cons There are some glitches with loading all of the needed information sometimes. 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. Marina V. Admissions support rep Mental Health Care ### "Intuitive and seamless" 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 February 16, 2022 Prestavi helps us as agents to navigate a call efficiently without overlooking key pieces of information. Prestavi also ensures that the correct routing is achieved so that a call can always be processed in the correct way. Pros Prestavi has been great for our company and has integrated seamlessly into our workflow. Support from the developers is always prompt and friendly. Prestavi was easy to learn and helps our agents navigate complicated calls with ease and efficiency. Cons I have no complaints about Prestavi! So far it has proven to be very customizable and we enjoy coming up with ways to tailor it further for our company's use. 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. AW Amanda W. Agent Hospital & Health Care ### "Prestavi " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 16, 2022 Pros Prestavi allows me to smoothly work through information collection and allows me the ease of only seeing field that are required. Cons The only negative I have seen is how easily it is to mistakenly send a form with the check box. 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. TS Tharushi S. Admissions Support Representative Mental Health Care ### "Efficient software for productive Workflow " 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 February 16, 2022 Great experience and software was simple to use Pros This software allows more efficiency with submitting forms with minimal technical issues. Cons There is nothing i would change about this software. 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. DC Devan C. Admissions Support Rep Hospital & Health Care ### "Satisfied with Prestavi" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 16, 2022 When I take calls from clients, I feel secure knowing the information that's been collected gets sent quickly and efficiently. Pros I like how user-friendly Prestavi is. I had no issue learning how to navigate the site. Cons I can't think of anything negative about Prestavi. 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. MW Margret W. Admissions Support Rep Mental Health Care ### "Prestavi is GREAT!" 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 February 16, 2022 Pros It's simple and quick. Very easy to navigate. Cons I love it. I think it's going great especially considering that it's so new. 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. Angie J. Customer Service Automotive ### "Very easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 1, 2021 I have been able to consolidate multiple applications and make business run a lot more smoothly. Pros It is very user friendly and allows me the flexibility to do with it exactly what I need. Very easy to use. Cons Integration was not difficult, support is helpful, and it is easy to use. I don't have anything negative to say. 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. Nadia A. Admissions Support Representative Consumer Services ### "Thank You, Compass " 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 June 25, 2019 Pros Compass is incredibly user friendly and constantly evolving and being improved upon. I couldn't imagine doing my job without it. Because of the interactive workflow and nature of the software, it helps me stay on task and engaged with my work. Cons The layout can be somewhat confusing for new or less experienced users. 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. Mike L. Customer Success Manager Consumer Services ### "A Godsend" 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 June 18, 2019 As a phone answering service, Compass has proven to be the best solution for both our short and long term goals. rep is one of the most responsive people I've ever had the pleasure of working with. Anyone thinking about choosing Compass for their business solutions should know that they will be in good hands! Pros One of my favorite things about Compass is how simple and intuitive it is to use. A user doesn't need an entire tutorial to teach them the ropes---all one has to do to learn the software is to log on and start working. Cons The site will occasionally crash & bugs will surface here and there, but when they do, they are addressed almost immediately. 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. Cameron H. Quality Assurance Manager Management Consulting ### "Best way to handle your customer interactions! " 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 June 17, 2019 Compass is quite intuitive and clean. The creators advertise a streamlined workflow and business process and this has been the case for us! We take inbound calls for many facilities across the nation and Compass has been the glue to hold it all together and insure our agents are giving the appropriate info, in the right timing, to the caller they are currently live with. I'm very impressed with the responsiveness of their team to our questions. They are lightning quick to dispel concerns and insure full, proper operation of their software. You can't go wrong partnering with the guys at Compass! Pros Intuitive and clean software! Easy to understand from a managerial perspective as well as agent perspective. They employ innovative ideas in this software that are not found in other competitors such as Zingtree. It greatly helps in routing our agents through call scripts. As a QA Manager, reports are easy to review and insure quality. By design, there is little error your agent can make when using this software. From guiding the conversation of a call, to sending caller info through the correct channels, Compass keeps us on track and accurate. Cons Still working out some small initial kinks and adding features, but this has in no way diminished the quality of their 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. Torben H. Operations Manager Hospital & Health Care ### "Compass for an Inbound Call Business" 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 June 17, 2019 We had decided to try out Compass for a few reasons. Mainly, we wanted our agents to have a standardized script for inbound calls. Not only did Compass help our agents answer all of our clients' calls more professionally, but the features that were implemented into our scripts have made our whole process more quick and efficient. Our agents used to have a number of windows open on each inbound call, and compass was able to help put all the required reference information into each separate script. Pros \- easy to navigate - customizable fields to fill out with call information - CUSTOMER SUPPORT: A+++ - tons of helpful features and integrations Cons \- some bugs here and there, but they were always fixed instantly after reaching out to Compass 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. Stefan H. Founder Telecommunications ### "Wouldn't be where we are without Compass. Very grateful. " 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 June 14, 2019 Our Customer Support team answers calls on behalf of businesses all over the US. With Compass, we can guarantee that our reps are guaranteed to get through the intended process, meeting our client's expectations and providing an efficient experience for the caller. Pros Clean interface, easy to onboard our Customer Support team on to, much better than alternatives like Zingtree we've tried in the past. Cons We honestly haven't experienced anything I'd call a con. We've provided some feedback for what would be useful features, many of which have appeared in updates! 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. ## 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.