---
title: "SoftExpert Suite Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about SoftExpert Suite Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more."
source_url: "https://www.capterra.com/p/91596/SoftExpert-BPM/"
page_type: "product"
language: "en"
---

# 

 SoftExpert Suite Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 31, 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)

SoftExpert Suite

## What is SoftExpert Suite?

The solution provides a powerful modeling tool based on the BPMN (Business Process Model and Notation) standard. This tool allows the use of events, activities, tasks, decisions, associations and other elements to quickly create executable processes, with a drag and drop feature in a 100% web environment. Users can quickly create business processes and rules, add functional elements, create user-friendly interfaces, custom forms, process indicators, dashboards, and manage all process.

## What is SoftExpert Suite used for?

[Business Process Management](https://www.capterra.com/business-process-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Governance, Risk and Compliance (GRC)](https://www.capterra.com/grc-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 84 user reviews

Reviews sentiment

Positive

99%

Neutral

1%

Negative

0%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Product Lifecycle Management / 2025

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 SoftExpert Suite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.softexpert.com&name=SoftExpert Suite)

## 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.

### SoftExpert Suite

4.6 (84)

VS.

[4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (84)

Ease Of Use

4.6 (116)

Value For Money

4.3 (78)

Value For Money

4.5 (105)

Customer Service

4.5 (81)

Customer Service

4.6 (109)

## SoftExpert Suite alternatives

Highest Rated

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.6 (355)](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

[4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (3,032)](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

[View all alternatives](https://www.capterra.com/p/91596/SoftExpert-BPM/alternatives/)

## FAQs about SoftExpert Suite

Overview

### What problems does SoftExpert Suite solve?

SoftExpert Suite solves slow, manual approvals, disconnected quality and document workflows, and poor visibility into critical processes by centralizing modeling, automation, version control, task tracking, and KPIs. Quality teams, process analysts, operations leaders, HR, and regulated industries benefit most from stronger traceability, compliance control, and cross-department coordination.

Answer based on 53 reviews

Overview

### Which roles and teams benefit most from SoftExpert Suite?

SoftExpert Suite is most used by systems analysts, quality and process teams, and IT managers who need to standardize workflows, automate approvals, and improve operational control. Business analysts and infrastructure leaders use it to connect systems, monitor compliance, manage documents, and support continuous improvement across technical and regulated environments.

Answer based on 83 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is SoftExpert Suite built for?

SoftExpert Suite is built for midsize businesses and enterprises, which each make up 37% of reviewers, across departments and sectors. It serves a broad industry mix, led by Information Technology and Services at 10% and Pharmaceuticals at 10%, with Food & Beverages also represented at 7%.

Answer based on 84 reviews

Features and Usability

### What are the key features of SoftExpert Suite?

SoftExpert Suite includes core process automation features like workflow management, BPMN-based process modeling, approval process control, and configurable forms. Differentiating capabilities include API integrations, integrated document management with version control, and quality and compliance tools such as audit management, CAPA, and indicators dashboards for monitoring process performance.

Answer based on 53 reviews

Integrations

### Which third-party tools and platforms does SoftExpert Suite integrate with?

SoftExpert Suite integrates with TOTVS ERP, Dynamics 365, Qlik Sense, Sage Accounting, and Sapiens, with catalog support for Amazon S3, SAP HANA, and SharePoint. These connections cover ERP, accounting, BI, document management, cloud storage, and data sources used to exchange records and populate requests.

Answer based on 24 reviews

Getting Started and Support

### What training and onboarding options does SoftExpert Suite offer?

SoftExpert Suite offers in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation gives written reference material, and videos offer visual walkthroughs for self-paced review.

Answer based on 5 reviews

Getting Started and Support

### What customer support options does SoftExpert Suite offer, and how do users rate the experience?

SoftExpert Suite offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as accessible, responsive, patient, and helpful during implementation and post-sale needs. Some report slower replies when issues arise and note that service quality can vary by support package.

Answer based on 23 reviews

Features and Usability

### What features does SoftExpert Suite offer?

SoftExpert Suite offers broad business process, document, compliance, workflow, and analytics features for teams managing complex operations. Many users value the BPM modeler, automation tools, API integrations, and centralized task tracking, while some note that certain functions feel hidden, advanced options need setup effort, and new users may need training.

Answer based on 14 reviews

Features and Usability

### How good are the modules in SoftExpert Suite?

SoftExpert Suite provides a wide range of modules that cover quality, documents, incidents, forms, service requests, and process management in one platform. Enterprise teams often like replacing separate systems with connected modules, though some users find the module structure confusing at first and want better usability or tighter links between specific areas.

Answer based on 11 reviews

## Features

AI summary

Based on 3,575 Business Process Management reviews

Capterra reviewers point to these as the top priorities when choosing business process management software:

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

SoftExpert Suite supports all three features that reviewers rate most highly: Workflow Management, Task Management, and Business Process Automation. Together, these capabilities help businesses organize process flows, keep work moving across teams, and automate repeatable steps, allowing teams to improve consistency, reduce manual effort, and complete work more efficiently.

Workflow Management

4.6 (55)

72.73% of 55 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Task Management

4.4 (61)

67.21% of 61 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Business Process Automation

4.4 (48)

54.17% of 48 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

Access Controls/Permissions

4.4 (10)

80.00% of 10 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Process Modeling & Designing

4.2 (54)

62.96% of 54 reviewers that rated this feature as important or highly important

Visually identify, define, and map all details and relationships surrounding business process models and elements

Task Progress Tracking

4.4 (51)

68.63% of 51 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

SoftExpert Suite 227 features

### All Features
- 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
- 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
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- 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
- 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
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Asset Accounting: Manage adding fixed assets to proposed budgets
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
- 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.
- Auditing: Examine established processes and records to ensure accuracy, compliance, and policy adherence
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Barcoding/RFID: Identify and track items using barcode tags or RFID (radio-frequency identification) tags
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Bills of Material: Material list of manufacturing parts and associated costs
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- 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
- Calibration Management: Schedule the calibration of instrumentation and maintenance requirements
- Change Management: Track and monitor efficient handling of all changes/transitions
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- 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
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Communications Management: Record and track all relevant internal and external communications
- Complaint Management: Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
- 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
- Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Contract/License Management: Track, store, and access client contracts or licenses
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project
- Customizable Branding: Add customized logos and colors to align with company branding
- 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
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Import/Export: Import and export data to and from software applications
- Data Management: Ability to handle large datasets
- Data Visualization: Graphical representation of data
- Defect Tracking: Process of tracking logged defects (errors) in a product or service to create new versions to fix the error
- Depreciation Management: Track and manage the decline in value of assets and plan for improvements
- Disposal Management: Plan when and how to dispose of outdated or decommissioned assets
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Coding & Control: Management and control of the creation, approval, and distribution of documents and processes to ensure they meet industry regulations
- 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 Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Emission Calculations: Measure the output of all types of emissions into the environment.
- Emissions Management: Manage all types of emissions into the environment.
- Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements
- Environmental Metrics: View and track various environmental indicators including material wastage, energy usage, and carbon footprint
- Equipment Maintenance: Manage procedures that ensure organizational equipment remains in working condition
- Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
- Evaluation Management: Create, share, and manage the distribution of job descriptions/duties
- Evidence Management: Administration and control of evidence related to investigations/cases
- FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- File Conversion: Convert files to a different format
- File Management: Create, save, and store files
- File Recovery: Recover lost, deleted, or damaged files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- 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
- Framework Management: Manage global or internal standards that are designed to measure the impact of business processes or procedures.
- Full Text Search: Search for specific words or phrases within a document or database
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Governance: Management of rules, practices, and processes of a company
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- HR Management: Automates core HR functions such as talent management, employee evaluation and learning management
- Idea Development: Process of exploring and evaluating new ideas as well as composing solutions and tracking progress in order to bring them to market
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Idea Ranking: Facilitates users voting on ideas that are presented so the most favorable ones can be highlighted and further pursued
- Ideation: The creation, development, and sharing of potentially innovative new ideas
- Incident Management: Manage and track all disruptions and incidents
- Initiative Management: Create and manage internal campaigns to improve company culture or business strategy.
- Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
- Internal Controls Management: Ensure internal objectives and compliance with policies are met
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
- ISO Standards Management: Track and monitor processes/products to ensure they meet international standards developed by the ISO
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- IT Asset Management: Managing inventories and tracking changes to hardware and software configurations
- IT Risk Management: Manage risks related to IT systems
- Item Management: Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Learning & Development: Facilitate training materials that help employees grow and progress in their positions
- Legal Risk Management: Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation
- Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
- Location Tracking: Identify the physical location of an individual, asset, device, etc.
- Maintenance Management: Manage, maintain and track the performance of assets and equipment
- Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Data Collection: Collect information from multiple sources
- Multiple Projects: Ability to handle several projects simultaneously
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- Nonconformance Tracking: Identify issues and deviations from specifications
- Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes
- Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Policy Management: Create, manage, and track policies and procedures within an organization
- Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Prioritization: Arrange tasks based on the level of priority or urgency
- Problem Management: Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
- 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
- Procurement Management: Organize and manage all processes/procedures involved in purchasing goods and/or services
- Product Data Management: Capture, organize and track product-specific data and information in a centralized location
- Production Management: Manage the end-to-end production process for manufacturing operations
- Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
- Program Management: Process of managing several related projects or business activities to achieve organizational goals
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Accounting: Manage and track financials on a project-to-project basis
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Tracking: Monitor the progress of projects from start to finish
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Quality Control: Ensure that quality requirements and standards are met across production processes
- Quality Management: Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- 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
- Recruitment Management: Tools to find, assess, and hire suitable candidates for a job within an organization
- Recurring Tasks: Set the frequency of a task's occurrence
- Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Support: Provide support to your customers and employees remotely over a shared network
- 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
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Reputational Risk Management: Identify, monitor, and assess risks to brands
- Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development
- Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents
- Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard
- Risk Analysis: Analyze potential risks across the organization
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Risk Reporting: Reporting of risks associated with specific actions, events, or entities
- Risk Scoring: Assess and score risks using risk matrices
- 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
- Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting
- Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
- Scoring: Automatically calculate score after the assessment
- 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
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Service Catalog: Database containing accurate and up-to-date information on all operational services
- Service History: Track work performed and resources used for past customers, sites, or assets
- Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution
- Service Request Management: Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Statistical Process Control: Statistical methods to assist with and maintain quality control of processes
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Succession Planning: Planning, tracking and developing internal talent for future key position filling
- Supplier Management: Manage all supplier data and operations
- Supplier Quality Control: Qualify, select, and monitor supply chain partners
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Survey/Poll Management: Create and administer polls and surveys
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Sustainability Management: Manage and monitor compliance with government regulations on environmental standards
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- 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
- Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Ticket Management: Track, manage, or resolve user requests and IT incidents/issues
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- Training Management: Track employee/learner's progression through training programs
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
- Vendor Payment: Process payment to vendor(s) for goods/services received
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Work Order Management: Creating, assign, and track jobs and/or tasks for work orders
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.5 (84)

4.5

Based on 84 reviews

## Pricing

Value for money

4.3 (78)

### Starting price

Free trial not available

Value for money

4.3 (78)

4.3

Based on 78 reviews

## Integrations

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## Support, customer service and training options

Customer Service

4.5 (81)

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

4.5 (81)

4.5

Based on 81 reviews

## User reviews

Overall rating

4.6

Based on 84 reviews

Filter by rating

5(54)

4(29)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Yugma S.

Assay development and integration technician

Biotechnology

### "Robust Quality and Process Management System"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 10, 2026

SoftExpert has been positive. It has improved process consistency, documentation control, and compliance tracking within the organization. The platform is powerful and reliable for managing quality systems, although it comes with a learning curve. Once implemented properly, it becomes an essential tool for maintaining operational standards. My day to day updating of the dosc has been easier

Pros

SoftExpert is its comprehensive approach to quality and process management. It centralizes document control, audits, and workflow automation in one platform, which is very useful for regulated environments. The system helps standardize processes, improve traceability, and ensure compliance with industry standards. Its ability to manage change control and documentation efficiently is a major advantage.

Cons

One drawback is that the platform can feel complex and less intuitive for new users. The interface may require training to fully understand all modules and functionality

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.

CD

Camila D.

Analista de processos

Food & Beverages

### "Design SEsuite"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

October 18, 2024

É uma ferramenta com muitos recursos, porém não é intuitivo, difícil de mexer.

Pros

Por ser conduzido por BPMN facilita a compreensão dos processos.

Cons

Não tem um design intuitivo, tornando difícil de mexer para os usuários.

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.

MU

MAGALY U.

CONSULTOR

Industrial Automation

### "Gestión integral de SOFT"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

September 30, 2024

Es una suite bastante completa que permite generar sincronización de áreas y datos de mucho valor

Pros

La integración de los componentes entre si

Cons

Algunos procesos se hacen complejos, como la creación de riesgos, exige muchos datos de captura que no son tan necesarios en metodologías simples

Alternatives considered

[MEGA](https://www.capterra.com/p/232384/MEGA/)

Reasons for choosing SoftExpert Suite

Precio y facilidad de uso al tener más funciones para procesos

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.

AM

Alejandra M.

Jefe de Aseguramiento de Calidad

Medical Practice

### "Sistema de gestión con Se Suite"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

September 26, 2023

Esta herramienta ha permito modernizar el sistema de gestión documental a la vez de facilitar la administración del sistema al generar una visión macro de todos los procesos implementados, además que brinda la oportunidad de automatizar e integrar muchos procesos del negocio.

Pros

Pude contemplar la mejora de los procesos en la implementación y gestionar todos los alcances requeridos para el control de mi sistema, evidenciando un cambio positivo en el manejo de la información de nuestros sistema de gestión. Además me brinda una interfaz amigable para el uso.

Cons

El sistema de seguridad es tan cerrado/ seguro que la administración externa documental, exportar datos genera un método tedioso de uso. El sistema de reportaría ( Analytics) es muy "cuadrado".

Alternatives considered

[SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)

Reasons for choosing SoftExpert Suite

Por la capacidad de la plataforma y la facilidad de consultoría con el canal

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.

PD

Panashe D.

Managing Director

Management Consulting

### "Review of Softexpert"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 29, 2023

overal, we are satisfied and would continue using the software. we do however hope to see more improvements in the projects, programs and portfolio

Pros

i like the fact that the system integrates various components of our business (risks, projects, documents, HR, action plans, performance, quality etc.)we are also happy to note that the software is constantly undergoing updates and reviews and that our recommendations are considered. The immediate support is very good with our accounts manager.

Cons

Our biggest cons are the reports, especially in the projects, programs and portfolios. The bulk of the work we do is in the projects module, but it seems the reports are limited to the status report. Most of our stakeholders are Government personnel and a lot of them require hardcopy reports. we are therefore having to reproduce reports.additionally, the development takes a lot of time and it seems that the functionality is limited. some of our recommendations and requests could not be done

Reasons for choosing SoftExpert Suite

The integration and ability to address the PMBOK 49 processes - specifically with projects

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.

EE

Elvis Evangelista D.

CIO

Information Technology and Services

### "Avaliação de um BPM que vale a pena"

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

July 4, 2023

De modo geral a ferramenta é completa, com seus n módulos que se integram e que atendem as necessidades das empresas de maneira generalizada

Pros

Integração entre os módulos e facilidade na criação de fluxos e implantação de ideias

Cons

Necessita avanço no link do módulo de chamados para o módulo de kanban

Switched from

[FLUIG](https://www.capterra.com/p/200724/FLUIG/)

Porque o SE me atende melhor e com muitas opções a mais

Alternatives considered

[Pipefy](https://www.capterra.com/p/144848/Pipefy/)

Reasons for choosing SoftExpert Suite

Porque ele teve mais aderência ao que procurávamos

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.

JA

Jose Augusto H.

Gerente Ti

Outsourcing/Offshoring

### "Parceria"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

June 14, 2023

Ótima

Pros

Facilidade no uso, e na criação junto as equipes.

Cons

Manuais não são tão detalhados e claros.

Reasons for choosing SoftExpert Suite

Parceria

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.

BS

Braulio S.

Executive of Customer Care, Customer Solution and Risk Management

Transportation/Trucking/Railroad

### "Ease to use."

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 1, 2023

In general I am happy with the solution despite of the issues around configuration and usability. There are rooms for improvement but knowing there is a roadmap in place and SE team listen the feedback, increases confidence and level of satisfaction.

Pros

System capabilities and integration

Cons

User interfaces, configuration process is complex and complicated.

Reasons for choosing SoftExpert Suite

Integration with other modules existing in SESUITE like asset management, document management and so on.

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.

LI

Linda Ines D.

Analista de processos

Farming

### "Utilização do SE"

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

9/10

May 25, 2023

Pros

Os recursos são intuitivos e a equipe de suporte e acompanhamento é excelente.

Cons

O módulo workflow é complexo de configurar.

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.

LG

Liliana G.

INGENIERO TI

Food & Beverages

### "SE Suite en nuestra empresa"

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

May 25, 2023

Hemos tenido una grata experiencia con Soft Expert, hemos ido sumando a más areas de la empresa para que utilicen la herramienta, nos ha venido a automatizar varios procesos.

Pros

El componente de proyecto, proceso y workflow ha venido a simplificar nuestros procesos de I&D, ha sido muy sencillo el que todas las áreas involucradas puedan interactuar dentro de la herramienta y ver sus tareas pendientes por atender.El componente de Documento ha sido de gran ayuda como repositorio de nuestros documentos de I&D y del área de calidad de todas las plantas, ayudándonos al control de las vigencias de los documentos, autorizaciones.

Cons

No, hasta ahora no se nos ha complicado el uso de los componentes configurados.

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.

[View all Reviews](https://www.capterra.com/p/91596/SoftExpert-BPM/reviews/)

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