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Flowtrics Reviews & Product Details

PM
President
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Matt was able to help make sure each step of using Flowtrics was aligned with our business needs which created a lot of work and specific programming which was absolutely wonderful to work with a company who wanted to meet our needs versus us mold to fit their product Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

With all new programming there are small hiccups along the way which can cause small disruptions in our process but it's about the quality of attention to fixing the solutions that is important and that's what was the positive side about the errors along the way. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

All communication and organization behind contractor management Review collected by and hosted on G2.com.

Flowtrics Overview

What is Flowtrics?

Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow

Flowtrics Details
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Product Description

Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow


Seller Details
Seller
Flowtrics
Year Founded
2021
HQ Location
Provo, UT
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Description

Flowtrics AI reduces manual entry and increases compliance with Document Workflow Automation and Intelligent Agreement Management. Flowtrics AI reads data, analyzes documents & then seamlessly automates webforms, PDF forms, tasks, contracts, documents & integrates data into other enterprise software through partner integrations.


Matt M.
MM
Overview Provided by:

Recent Flowtrics Reviews

ED
Erica D.Small-Business (50 or fewer emp.)
5.0 out of 5
"Streamlined"
Flowtrics has been a great tool for us over the past year. The form-building capabilities have allowed us to create and deploy forms quickly. Real-...
RP
Rachael P.Mid-Market (51-1000 emp.)
5.0 out of 5
"Compliance Minded"
Our partnership with Flowtrics over the past two years has made managing documents and ensuring compliance much easier. The platform has streamline...
SR
Sonia R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Made My Job Easier!"
What impressed me most about Flowtrics is what it offered for my role as the Director of Managed Care for Access Medical, Inc. Managed care plans ...
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Flowtrics Media

Flowtrics Demo - Taskflow
Automate workflows with external task automation for onboarding and including anyone on the tasks needed to accomplish a company goal.
Flowtrics Demo - PDF Autofill Form Workflows
There is a new sheriff in town that is implementing Workflow Automation into PDF and Web Forms. Everything is automated and data travels with the person filling the form so PDF and Web Forms are autofilled
Flowtrics Demo - Changing the game
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10 out of 11 Total Reviews for Flowtrics

5.0 out of 5
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10 out of 11 Total Reviews for Flowtrics
5.0 out of 5
10 out of 11 Total Reviews for Flowtrics
5.0 out of 5

Flowtrics Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.

Overall Review Sentiment for FlowtricsQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Travis	 V.
TV
Controller
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Flowtrics?

Working with the Flowtrics team has been a wonderful experience. They really took the time to understand the needs of our company and worked with us to determine the best and most efficient way to manage our online documents and minimize our time on the backend. We have six different locations and their software allows us to seamlessly manage everything while still keeping separation and organization between them. The team is incredibly accessible and responsive. We are well into our second year with the service and the with the new functionality and features constantly being added I can confidently say that they will continue to be a partner of ours for years to come. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

Nothing to report, anytime we have had a feature request or a question on how to implement something they have been right by our side to assist. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

Saving time for our cusotmers completing paperwork and our staff completing our processes. We went from all paper documents to being 100% online. Review collected by and hosted on G2.com.

SR
Director of Managed Care
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

What impressed me most about Flowtrics is what it offered for my role as the Director of Managed Care for Access Medical, Inc. Managed care plans require annual compliance training. With offices located throughout California, Hawaii, Arizona and Oregon it was always difficult to get everyone to review and sign training sheets. But with Flowtrics this made my job easier! With a simple request to all the staff to review and sign the Flowtrics training sheet. The process has made a huge difference in the responses by the staff. No more trying to track down who still needs to respond. I love it! Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

This is difficult to answer since I do not have direct contact with creating tools in Flowtrics. I submit the request to Access Medical's, Flowtrics Admin to create the request to staff. I use this tool approximatey 3 times a year. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

Flowtrics helped solve the problem we had with staff not responding to compliance training because there were too many steps to reply. With Flowtrics, it's a simple e-signature page for easy tracking. Review collected by and hosted on G2.com.

EP
Office Administrator
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Flowtrics?

Through the utilization of Flowtrics' comprehensive services, our organization has experienced significant improvements in the storage and organization of employee files. Additionally, we have streamlined the process of sending documents for employee signatures, resulting in increased efficiency and reduced administrative burden.

The dedicated and knowledgeable staff at Flowtrics has consistently provided exceptional support and been highly responsive to our inquiries, contributing to the overall positive experience of working with their team. This successful collaboration has empowered us to better serve our employees and optimize our internal processes, and we eagerly anticipate the continuation of this fruitful partnership. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

Our experience with Flowtrics has been exceptional. They have consistently been responsive to our questions and provided thorough and timely information whenever we needed it. We have found no aspects of their service to dislike. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

The company has successfully decreased the amount of time it takes to onboard new hires by implementing more efficient processes. Additionally, they have streamlined the distribution of documents to employees for signature when files are updated. Review collected by and hosted on G2.com.

RP
Compliance Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Our partnership with Flowtrics over the past two years has made managing documents and ensuring compliance much easier. The platform has streamlined our processes, reduced the risk of regulatory issues, and boosted overall efficiency. Their team is always proactive in addressing any concerns, and they frequently update the software to suit our needs. This collaboration has proven highly effective, and we look forward to its continued benefits. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

No cons. Flowtrics is responsive and open to suggestions. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. It has minimized errors and aided in passing accreditation inspections for our company. Review collected by and hosted on G2.com.

HA
Chief Production Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Our partnership with Flowtrics over the last two years has allowed us to onboard new employees quickly and easily. It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. Flowtrics is very user friendly and the support at Flowtrics has been incredibly responsive and helpful any time we have questions. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

There is nothing we dislike, everything has been great Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

Flowtrics has helped us greatly with managing our employee files and ongoing training. It has allowed us to be more organized and easily pull any documentation we need. Review collected by and hosted on G2.com.

ED
Rehab Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Flowtrics has been a great tool for us over the past year. The form-building capabilities have allowed us to create and deploy forms quickly. Real-time data analysis and the ability to adjust on the go have improved our campaigns significantly. The support team has always been on hand to help, ensuring we get the most out of the platform. Our collaboration with Flowtrics has been a critical factor in our continued growth. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

I have yet to run into something I don't like with Flowtrics. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

It allows us to organize employee data and easily send documents for signature. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Flowtrics?

“Implementing Flowtrics was one of the best decisions we made this year. The platform’s AI tools, especially its OCR and NLP capabilities, have significantly improved our data handling processes. We used to spend hours manually entering and verifying data, but now it’s done in minutes, and with greater accuracy. This efficiency has allowed us to reassign team members to more strategic roles, driving innovation and client satisfaction. Flowtrics has not only saved us time but also improved our bottom line.” Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

No cons to really talk about except they are new but they have a good product; Flowtrics' dedication to customer satisfaction and innovation is evident in every interaction. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

Resolves work fow automation issues. Review collected by and hosted on G2.com.

Grant J.
GJ
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Our favorite feature about Flowtrics is the URL feature that allows you to send a document directly with a URL. That allows people to fill out a web form and go directly into a legal document to sign it without having to check their email. It's great for improving conversion rates. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

There are a couple of features that take a little getting used to, but the Flowtrics support team is so good that any problems we have ran into have been quickly solved. So, no real issues at all. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

We use it mainly to get people to sign Franchise Disclosure Documents (FDDs) and Franchise Agreements (FAs). Review collected by and hosted on G2.com.

ES
Rebab Service Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Over the past few years, Flowtrics has significantly enhanced our operations. Its workflow automation tools have streamlined our task management, minimizing confusion and delays. As a result, we’ve completed projects more quickly and increased client satisfaction. The Flowtrics team has been consistently supportive, helping us implement changes that align with our evolving requirements. This partnership has truly transformed our operations for the better. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

There are no downsides. Flowtrics is always responsive and willing to make the necessary adjustments. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

The simplicity of managing employee profiles. Review collected by and hosted on G2.com.

Verified User in Mental Health Care
EM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Flowtrics?

Easy to send and receive data. Really great to work with the support teams. Great interfce and easy enough for me to add new documents. Review collected by and hosted on G2.com.

What do you dislike about Flowtrics?

We like it a lot. No complaints. Even the price is reasonable for all we are getting. Review collected by and hosted on G2.com.

What problems is Flowtrics solving and how is that benefiting you?

Health care forms that need to be returned to goverment agencies in specific templates. Allowed us to pass data and fill the forms and then automatically submit. Review collected by and hosted on G2.com.