SmartIQ 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SmartIQ

4.7

(10)

Pricing

Starting at $0.01 one time

About SmartIQ

Intelledox is a low-code, cloud-based content and workflow automation (WCA) solution designed to transform B2C operations and improve customer engagement. Businesses and governmental organizations can streamline complex processes and build out distinct platforms using Intelledox’s next-generation form builder, workflow automation engine, data connectors, and smart communications integration.

Integrated with DocuSign, Intelledox’s drag and drop form builder enables user to create any intelligent form, contract, or document to help guide customers along an intuitive and digital conversation. Intelledox workflow automation engine is able to develop automated workflow processes specifically for customer service interactions, without the need for a IT ticketing infrastructure. Users can enable automated routing and approval for customer-specific requests, which reduces the possibility of errors or outdated content.

With support for different omnichannel forms, Intelledox allows customers to save their work, and return to it on any other device. Information in these forms can automatically be gathered and stored in any connected database using Intelledox’s data connectors. Th...

SmartIQ Screenshots

SmartIQ Pricing and Plans

Starting price: $0.01 one time

Free Trial

Free Version

Basic

$0.01

one time

No plan information available

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SmartIQ Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of SmartIQ
Alerts/Notifications
API
Approval Process Control
Audit Trail
Batch Communications
Batch Processing
Broker/Agent Portal
Business Process Automation
Business Process Control
Chat/Messaging
Claims Management
Configurable Workflow
Customizable Dashboard
Customizable Forms
Customizable Reports
Digital Signature
Document Automation
Document Capture
Document Management
Document Storage
Drag & Drop
Electronic Forms
Email Management
Email Marketing
Employee Handbook
Fixed Asset Management
Forms Automation
Forms Creation & Design
Forms Management
Full Text Search
Graphical Workflow Editor
Insurance Rating
Interaction Tracking
Job Description Management
Lead Generation
Mobile Access
Multi-Channel Communication
Multiple Output Formats
No-Code
Offline Access
On-Demand Communications
Orientation Workflow Management
Permit Issuance
Personalization
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Purchasing & Receiving
Quotes/Estimates
Real-Time Updates
Reinsurance Administration
Reminders
Reporting/Analytics
Reporting & Statistics
Self Service Portal
Task Management
Template Management
Templates
Underwriting Management
Web Forms
Workflow Configuration
Workflow Management
Work Order Management

SmartIQ Integrations

SAP Business One

Microsoft SharePoint

Salesforce Sales Cloud

Content Hub

Docusign

SmartIQ User Reviews

Overall Rating

4.7

Ratings Breakdown

70%

30%

Secondary Ratings

Ease of Use

4.1

Value for money

4.0

Customer support

4.6

Functionality

3.9

Michael d.

Verified reviewer

Primary/ Secondary Education

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Reinventing the business of education

The adoption of an electronic forms system has changed the way we gather information and control workflows within our school. There have been huge efficiency gains and improvements in the way we work with staff, students and parents. Using Intelledox Infiniti has given us an edge and other schools are starting to try to emulate that.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Less paper, less handing Cost savings over paper and postage Pre-filled forms are quicker for users to complete Improving processes with workflows More privacy control Alternate interface to systems A new way to look at information gathering

Cons:

There are costs for licenses and time for developing forms, but this is acceptable.

Reasons for choosing SmartIQ

Intelledox Infiniti is a complete system allowing us to confidently create forms and interfaces while securely controlling the flow of information to and from our data stores. The capability it gives us means we capitalise on the work the more we invest into the system.

Melissa C.

Verified reviewer

Government Administration

201-500 employees

Used other for less than 2 years

Review source

Reviewed September 2019

Good product but need more work in terms of functionality

Good product! Would love to see the functionality with SharePoint Online and O365

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use by users Compliant Available on Windows store Integration with HPECM Supported by FYB Offline function

Cons:

Hard for administrators to build forms Hard to implement the app from google store Few annoying bugs

Reasons for choosing SmartIQ

Integration with HP ECM Compliant Supported by FYB

Steph P.

Verified reviewer

Transportation/ Trucking/ Railroad

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

From a non-technical perspective

Intelledox has given us a very reliable and smart way to generate bulk recurring letters and emails for our customers. The set up time for a complex job is well worth the ease, time and money we save in the long run. It also removes a lot of the risk we have around making mistakes by removing manual tasks from our workload.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

This software is super clever in terms of what you can do with rules and calculations. We've been able to achieve some really great personalisation and customisation in our regular communications to customers, which is very valuable to us.

Cons:

If you don't know the correct terminology to begin with, it can be difficult to find solutions in the online support portal/knowledge base. This is coming from the perspective of a user whose core skills are writing and branding, rather than the more rule-driven, technical skills that most Infiniti developers would usually have by nature.

Michael H.

Verified reviewer

Government Administration

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Infinti developer review

Using the Intelledox Infiniti product has improved the overall process by reducing confusion for applicants while also improving the data quality sent to internal system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's simple to use and quick to build complex business rule. The Infiniti product has great anchor points that allow us to build custom components when needed and tailor the resulting client interface in a way that represents our business.

Cons:

With the amount of business rules we have, we find that the page is constantly posting back to the server to process what the page needs to display. This can be a bit distracting at times.

Mitchell R.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Intelledox Infiniti

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The ease of use for the design aspect of infiniti. Most other softwares require a decent level of coding knowledge to successfully make eforms. Whislt there is coding that can be used within Infiniti, simple forms can be made by persons without any background in high level IT or coding backgrounds.

Cons:

It's a little restrictive for completing recursive administrative tasks within the Manage section. Deactivating users, updating projects, etc, can only be done one at a time unless someone responsible for the site creates a custom function.

Michael L.

Verified reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

iUtopia Platform

We needed a platform which we could easily develop and take to the market. We needed the ability to have offline capabilities to deliver our solution, which this product has.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software was very easy to deploy. You don't need to be a full-on developer to get the product off the ground.

Cons:

We havent come across too many issues. The configuration becomes a lot faster, the more you have used the product.

Melanie D.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Intelledox has improved our customer interactions

I find them pleasant to work with and the product is one of the best out there.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The GUID for the form building is easy to use and very intuitive.

Cons:

When you need to build in more complex features - this can be difficult without some IT knowledge

Reasons for choosing SmartIQ

It had better form functionality, more flexible and more intelligent with logic.

Michael B.

Verified reviewer

Market Research

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed August 2019

Great workflow and notification product

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Great customer support (technical and account) - I am the only design / admin user in my company (and don't use the product very often) but am always given great support when it come to something I haven't been able to work out myself. For a notification and workflow tool, I do really like it and does work well with the Microsoft Office suite. Am always wanting to setup so much more than the 2 main projects we use it for! (Having to find the time)

Cons:

Usability - Difficult to navigate complex projects if you need to change anything. Formulas - particularly with dates, ranges do not work properly and often need to find a way around something

Salim T.

Verified reviewer

Higher Education

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Intelledox Infiniti is a good Enterprise Workflow platfrom

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very easy to develop forms on Intelledox Infiniti. The platform is very stable and scalable to meet various business needs.

Cons:

Workflow and group management can get a little bit complicated if not well-designed!

Daniel B.

Used unspecified for unspecified

Review source

Reviewed May 2012

A PROVEN SOLUTION THAT WILL GROW WITH YOUR BUSINESS

I would not hesitate in recommending Intelledox to anyone in any industry...if you deal in high volume or complex document generation, your business will definately benefit.

Ratings Breakdown

Ease of use

Customer support

Pros:

FLEXIBILITY - Intelledox provided us with a very flexible option to meet the unique needs of our industry and we are only just beginning to discover its potential across other areas of our business. INTEGRATION - Seamless integration with our legacy data systems, giving us the capabilty to leverage, organise and present existing data easily. USER FRIENDLY - The ability to administer and create your own document templtes in-house, without any specialized training, is a major plus. PERFORMANCE - After using this product on a daily basis for the past 4 years I can honestly say that it is the most stable product I have used to date. KNOWLEDGE - The guys at Intelledox know their product inside and out but more importantly they know how to maximise its potential throughout your business.

Cons:

None so far.

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