I have thoroughly enjoyed working with Etrieve to make my office better for the students, as they are our #1 priority. Being able to speed processes up for them makes it all worth it.

The product is very user friendly. The document splitting feature is a great upgrade.

Integration with ETHOS and the awesome support for it (from your developers) really helped. Being part of the beta-testing was great.

We are also successfully bringing up more and more forms and workflows, adding nice levels of automation to previously manual processes.

The electronic forms and having all student records electronically has been great especially as more people are now working from home and not in the office.

It is easy to expand to other departments. The customer support is really quick to respond, friendly and helpful each and every time.

I love almost everything about Etrieve, especially the ability to customize forms and workflows. SoftDocs Tech/Customer Support is amazing.

We have multiple areas in Content where we scan and store documents. It is so helpful to have them right at our fingertips and quickly accessible from the office or when we have to work remotely.

This makes the cost of the software tough to swallow at times.

Their support has been wonderful as well. The iterative improvements that come our way are great, and continue to make a great software even better.

It is fairly easy to use and if there is an issue, the team is quick to respond and correct whatever happens.

Lots of future potential, easy to integrate into other services, fantastic staff to work with.

That it can't do everything (yet). Etrieve is very adaptable; however, as is the case with any software, there are use cases for each institution that are difficult to translate.

Etrieve has been a boon to both students, staff, and faculty across all departments. It has greatly improved efficiency and continues to expand in use.

It makes it difficult for our office when trying to edit or create a form where we need to rely on IT or someone at Soft Docs for assistance.

One problem with the electronic forms is that they are difficult to create and edit unless you are throughly trained and have a technical background.

My overall experience with etrieve has been positive.

The workflow monitor has been extremely helpful to move packages to new users or a different step in the workflow as needed. Adding and managing users in Security is very user friendly.

We use Google SSO for our users so signing in to Etrieve Central (Employee Self Service) is super quick and easy.

What I liked most about Monday is that it is super user friendly. Synchs to user emails to ensure messages/updates are received.

It has a beautiful UI which is user-friendly. I love the timeline view and the integration center is amazing and user friendly.

I love the concept and it's a great way to organize a team and get everyone on the same page and constantly aware of progress.

The tool strikes a good balance between features and ease of use, and provides options to integrate with other apps.

Customer support is also super friendly and very responsive.

Monday.com is fun to use and also helpful. Using Monday.com to help with recruiting organization and visibility has been great.

It also is very affordable, and works great a desktop computer and your phone. They also have great customer service when getting back to you.

It seemed like the ability to invite people to join and then communicate with them was extremely easy.

They work with you, great customer service. Good company good product, Woo hoo.

Easy to use, easy to read, very configurable, allows good collaboration, good notifications, good visualization of projects.

Actually it is best for the small size of projects and teams. If you have more users than its cost is high.

Solid project management platform, great customer service.

There are 2 main advantages about monday: Pricing and easy to use. They have different types of monthly plan that could adapt to any organization.

It wasn't bad, but definitely more complex than what we needed.

It's a great tool and meet majority of our needs for now. We are a growing company and Monday.com is an evolving product, so far growing with us, which is very nice.

The only downside I have encountered was probably use error, wherein I set up 2 logins by accident.

Positive experience, good sales team and good pricing.

My team hates it, they find it confusing; I disagree. They do not like the layout and find it confusing to navigate through.

Its a very good application, the target of this app accomplish every thing, setting tasks setting reminders works like a charm.

The Monday.com platform is excellent in these areas, so for me it seems like an excellent choice.

Monday.com is user friendly and helps to keep our team on the task at hand. I like being able to assign teammates to the assignments with a due date is very helpful to keep our week productive.

It is good to be able to integrate it to third party platforms whenever we want, and have greater control of accessibility to each project.

When you're starting a business you have so many monthly software charges to pay for.

I also love that you can integrate it with different platforms like AirTable and Slack, which is super helpful.

Monday.com is indeed a blessing for me as it enables me to enhance much of my working abilities in best possible manners.

User friendly and provides a great level of control for managers and supervisors. The progress tracking is also a great reduction in time for managers.

It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers.

They say things bad about being used by micro-managing leaders/bosses, but I dont see that as an issue at all.

I also like the quick links, recent and saved searches options all resulting in less time consumption and more output. This software has a lot of flexibility and helps in better output for sure.

Monday has been a godsend in this time where effective communication is extremely needed. Customer service is quick to work on issues quickly and in a friendly way.

Monday.com's practices are an invasion of privacy and spam.

I like it's clean, simple design. It is very easy to navigate and work with, which is important for a task management system that you will likely be using every single day.

It's really difficult to consider anything I loathed in slack. It generally appears to figure, it doesn't have the conveyance issues Teams do.

If you have the money to invest in a great project-management tool, then monday.com is for you.

I loved monday.com's seamless ability to allow us to manage our projects and our team members. Our workflow has been completely transformed due to the cleverly designed apt features monday.com offers.

US Dollar

Etrieve is a cloud-based software designed to help educational institutions handle documents, manage electronic forms and streamline data workflows on a centralized platform. It provides organizations with a centralized repository, which helps students and employees access, review, edit and share documents across departments. 

Etrieve allows organizations to automatically route pre-populated forms to relevant individuals, streamline review and approval processes. Managers can utilize the graphical designer to customize and build workflows according to requirements. The software also helps businesses integrate the platform with various third-party applications. 

LongDescription

Commenting/Notes

Document Templates

Project Workflow

Surveys & Feedback

Status Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Workflow Configuration

SSL Security

Electronic Signature

Single Sign On

Approval Process Control

Rules-Based Workflow

Conditional Logic

Customizable Fields

Template Management

Process/Workflow Automation

Audit Trail

Content Management

Configurable Workflow

Mobile Access

Real Time Data

Data Security

Role-Based Permissions

Real-Time Notifications

Forms Management

Email Reminders

Graphical Workflow Editor

Workflow Management

Alerts/Notifications

Autofill

Multi-Party Signing

Reminders

Authentication

Customizable Templates

Business Process Automation

Document Review

Web Forms

Metadata Management

Customizable Branding

Compliance Tracking

Reporting/Analytics

Customizable Forms

Forms Creation & Design

Drag & Drop

Secure Data Storage

Archiving & Retention

Third-Party Integrations

Document Management

Indexing

Search/Filter

Collaboration Tools

Task Management

Faculty/Staff Management

Student Management

File Storage

Higher Education

Document Capture

Full Text Search

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Etrieve

In Person

Live Online

Webinars

Documentation

Videos

monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. 
The platform offers solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. It’s no-code/low-code, fully customizable, and has 200+ ready-made templates to help every type of user quickly get started. The visual and intuitive interface creates a collaborative environment where team members can assign tasks, create project plans, set dependencies and due dates, communicate in real-time, share files, and more. 
monday.com offers a variety of productivity features designed to simplify workflows, improve cross-team collaboration, and optimize time-and resource management. No-code automations eliminate repetitive tasks, integrations centralize every app and tool in one place, and advanced reporting helps users make data-driven decisions. Multiple view options such as Gantt charts and Kanban let teams easily navigate projects from start to finish, and visual dashboards help managers track progress, timelines, and budgets at a glance. The platform is ideal for managing everything from simple to complex projects or workflows and is equally suitable for in-house teams and remote workers.
monday.com integrates with 37+ commonly used apps and tools such as Outlook, Microsoft Teams, Zoom, Excel, Gmail, Google Drive, and Dropbox. So users can easily continue working with any software they already know, within the platform. 
In addition to the standard platform, monday.com also offers these dedicated solutions designed to answer the needs of specific industries and use-cases:
monday work management
monday marketer
monday sales CRM
monday dev
monday projects 

monday.com has four price plans: Basic Plan, Standard Plan, Pro Plan, and Enterprise. Support is available 24/7 through the monday.com support team, the online knowledge base, and video tutorials.


File Management

Third-Party Integration

Engagement Tracking

Deadline Management

Milestone Tracking

Bar Chart

Cataloging/Categorization

Multi-board

Employee Management

Automatic Time Capture

Production Tracking

Case Management

Forecasting

Messaging

Quality Management

Special Order Management

HR Management

Purchase Order Management

Lifecycle Management

Newsletter Management

User Management

Personalization

Visual Workflow Management

Meeting Management

Safety Management

Employee Onboarding

Release Planning

Visual Modeling

Idea Management

Multi-Channel Management

Subcontractor Management

Application Management

Order Entry

Product Catalog

Presentation Tools

Permit Management

Due Date Tracking

Backorder Management

Time Tracking

Property Management

Staff Calendar

Project Templates

360 Degree Feedback

Influencer Tracking

Lead Capture

Performance Management

Meeting Notes

Email Alerts

Customizable Reports

Rescheduling

Proposal Generation

Multi-Channel Campaigns

Vacation/Leave Tracking

Process Change Tracking

Schedule Distribution

SEO Management

Customer Segmentation

Activity/News Feed

Video Chat

Online Time Tracking

Shift Swapping

Templates

Brand Tracking

Video Management

Monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as functionality needed. Paid plans start at $10/seat/month, billed monthly, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below:

Basic plan: starting at $9/seat/month billed monthly
Standard plan: starting at $12/seat/month billed monthly
Pro plan: starting at $19/seat/month billed monthly
Enterprise: contact Monday.com for enterprise pricing

14 days free trial, no credit card needed.
30-day money back guarantee.

Etrieve vs monday.com

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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