# CTrax Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CTrax Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/200273/CTrax --- # CTrax Software Review 2026: Features, 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CTrax ## What is CTrax? CTrax accurately analyzes insurance compliance requirements by comparing with vendors' certificate limits and identifies exceptions. The CTrax hierarchy structure indexes vendor insurance, contract requirements, additional insured, waivers, and endorsements in a compact database for easy management. This permits companies to easily access multiple certificates of insurance according to vendor types, industries serviced, or types of coverage required. ## What is CTrax used for? [Document Management](https://www.capterra.com/document-management-software/)[Compliance](https://www.capterra.com/compliance-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Usage Based, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CTrax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.jdidata.com&name=CTrax) ## 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. ### CTrax 4.6 (7) VS. [4.6 (5,203)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $10 Usage Based, Per Year Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (7) Ease Of Use 4.7 (5,203) Value For Money 4.8 (4) Value For Money 4.5 (4,963) Customer Service 5.0 (5) Customer Service 4.6 (4,978) ## CTrax alternatives [4.5 (283)](https://www.capterra.com/p/172274/Network-Configuration-Manager/reviews/) Starting price $238.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (532)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price $25000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (353)](https://www.capterra.com/p/141080/iAuditor/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.4 (3,292)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/200273/CTrax/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Archiving & Retention 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Compliance Tracking 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Document Capture 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository Document Storage 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Full Text Search 4.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database Collaboration Tools 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together CTrax 13 features Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store and organize documents in a centralized system Public or private sharing of digital files such as documents, audio/video, images, and more Search for specific words or phrases within a document or database Observe and track the demand, usage, progress or quality of a system, product, or user Ability to recognize printed or written text within digital images or scanned documents Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Get Advice We can help you find the software with the features you need. Features 4.4 (7) 4.4 Based on 7 reviews ## Pricing Value for money 4.8 (4) Free Trial Basic $10.00 Usage Based,Per Year Value for money 4.8 (4) 4.8 Based on 4 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 5.0 (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 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 4.6 Based on 7 reviews Filter by rating 5(4) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Senior Associate Venture Capital & Private Equity ### "Great Indexing Tool" 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 July 25, 2021 Overall, incredible software minus the one flaw. Highly recommend to use for companies that deal with a lot of contracts that require constant updating for multiple service lines. Pros If you are company that constantly deals with contracts and they are amended as well this software is essential. It has changed our efficiency but indexing all our contracts and simplified going to access the documents. Cons We have not been able to search through our documents for words. Biggest issues we have and would be the most helpful to have this feature added. Needs a feature where images can be turned into PDFs so words can be searched. 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 December 27, 2021 Thank you very much for your comments. Happy to hear you are recommending. CTrax, however, does have the capability to search for key words on additional documents (such as endorsements and policies). Feel free to contact our Plus Services Team for more information on this. AU Anonymous User Financial Analyst Hospital & Health Care ### "Great timesaver for organizing contracts" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 13, 2021 Pros My favorite aspect of this software is the time i save because it centralizes all contracts in one place which makes them organized and easy to access. It also provides certain data of the contract without needing to click and open each contract Cons I do not currently have any issues with the software and whenever I have had a small issue i contacted customer service and it was resolved very easily. 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 July 15, 2021 Thank you for taking the time to leave us this review! We're happy to hear that our team is helpful whenever you're having issues. Please don't hesitate to reach out if anything arises in the future! AU Anonymous User Manager Hospital & Health Care ### "Indexing at its Finest" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 June 30, 2021 Overall, good experience although a simple experience. Just organized indexed documents. Pros In the healthcare industry when dealing with so many different insurance plans you need a software like CTrax because it helps with indexing all the contracts. Cons Other than using it to pull the PDF of contracts, not many other features we have a need to use. Would be nice if scanned images could be turned into PDFs so we can command find in the document. Would be a huge time saver. 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 July 15, 2021 Thank you for your feedback and we appreciate your recommendations! Please reach out to us if you are having any issues. Thank you. AU Anonymous User SEO Mangaer Information Technology and Services ### "Best COI Tracking solution" 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 17, 2021 Pros Dedicated support. 24/7 Support. Best response time. Cloud features. Cons Not Phone app yet but I can use over the phone browser. 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 15, 2021 Thank you for the five-star rating! It means a lot to our team! MP Melinda P. Risk Management Admin Assistant Oil & Energy ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 26, 2020 The staff at Ctrax is great about providing workarounds for your companies individual needs. Pros It tracks and monitors for compliance automatically Cons Not user friendly for non accord formatting 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 September 3, 2020 Thank you for leaving us a review, Melinda! If you're having problems using the system give us a call at 954.938.9100 for support. We're always here to help. MV Martha V. risk management coordinator Maritime ### "Certificate of Insurance Review" 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 August 25, 2020 We have updated & created business practices for the successful implementation of the CTrax software to meet our needs. Since implementation we have upgraded to plus services. Our account compliance coordinator \[SENSITIVE CONTENT HIDDEN\] does a fantastic job and keeps us on our toes. CTrax protects us against under insureds and non compliant entities. I highly recommend this software if you are looking for a timely and efficient centralized COI management function. Pros The Automatic Renewal Request saves us so much time. It drives itself once we defined the parameters, the software does the rest. It was so easy to implement as well. Very user friendly. Cons There isn't anything I do not like about this software because as soon as we discover a need or a gap, the software is updated to provide or fill in any gaps. Alternatives considered [Origami Risk for P&C Insurance](https://www.capterra.com/p/146388/Origami-Risk/) Reasons for choosing CTrax 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 August 31, 2020 Thank you for leaving your feedback, Martha! Our team values your support! SS Sasha S. project manager Retail ### "Easy Compliance Solution" 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 August 18, 2020 Pros Very easy to understand, explain to others and fairly low cost to implement Cons There were some minor bugs that I remember experiencing, but pretty insignificant. 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 August 27, 2020 Thank you for your review, Sasha! Always a pleasure working with you and your team. [View all Reviews](https://www.capterra.com/p/200273/CTrax/reviews/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)