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Prestavi

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Overview

Prestavi 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Prestavi
Prestavi
4.9
(15)

Pricing

Starting at $20.00 per month

About Prestavi

Prestavi is a cloud-based workflow management software that helps businesses in accounting, construction, IT, food & beverage, broadcast media, aviation, farming, and other sectors handle jobs as well as create jobs from blueprints from a unified platform. Team members can access the drag-and-drop workflow editor, manage assignees, and configure user access rights. It helps administrators eliminate repetitive tasks, systemize workflows, measure interruptions across their teams, and more.

Prestavi ensures compliance with GDPA (general data protection act) and HIPAA (health insurance portability and accountability act) guidelines.

Prestavi Screenshots

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Prestavi Pricing and Plans

Starting price: $20.00 per month
Free Trial
Free Version

Basic

$20.00

usage based, per month

No plan information available

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    Prestavi Features

    • Popular features found in Workflow Management
      Access Controls/Permissions
      Alerts/Notifications
      Approval Process Control
      Collaboration Tools
      Compliance Tracking
      Document Management
      Drag & Drop
      Forms Management
      Reporting/Analytics
      Search/Filter
      Third-Party Integrations
    • More features of Prestavi
      API
      Assignment Management
      Business Process Automation
      Business Process Control
      Commenting/Notes
      Compliance Management
      Configurable Workflow
      Customizable Fields
      Customizable Forms
      Customizable Templates
      Data Import/Export
      Forms Automation
      Graphical Workflow Editor
      No-Code
      Process Modeling & Designing
      Progress Tracking
      Projections
      Project Management
      Project Time Tracking
      Project Workflow
      Real-Time Data
      Real-Time Reporting
      Real-Time Updates
      Role-Based Permissions
      Rules-Based Workflow
      Task Management
      Task Progress Tracking
      Templates
      User Management
      Version Control
      Workflow Configuration
      Workflow Management

    Prestavi User Reviews

    Overall Rating

    4.9

    Ratings Breakdown

    5

    87%

    4

    13%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.9

    Value for money

    5.0

    Customer support

    4.9

    Functionality

    4.7

    Have you used Prestavi and would like to share your experience with others?

    Marina's profile

    Marina V.

    Verified reviewer

    Mental Health Care

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed February 2022

    Intuitive and seamless

    5

    Prestavi helps us as agents to navigate a call efficiently without overlooking key pieces of information. Prestavi also ensures that the correct routing is achieved so that a call can always be processed in the correct way.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Prestavi has been great for our company and has integrated seamlessly into our workflow. Support from the developers is always prompt and friendly. Prestavi was easy to learn and helps our agents navigate complicated calls with ease and efficiency.
    Cons:
    I have no complaints about Prestavi! So far it has proven to be very customizable and we enjoy coming up with ways to tailor it further for our company's use.

    Reasons for switching to Prestavi

    The software we used previously was a bit outdated, clunky and made our jobs harder. We wanted something that would increase efficiency and minimize errors.

    Read More

    Cameron's profile

    Cameron H.

    Verified reviewer

    Management Consulting

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed June 2019

    Best way to handle your customer interactions!

    5

    Compass is quite intuitive and clean. The creators advertise a streamlined workflow and business process and this has been the case for us! We take inbound calls for many facilities across the nation and Compass has been the glue to hold it all together and insure our agents are giving the appropriate info, in the right timing, to the caller they are currently live with. I'm very impressed with the responsiveness of their team to our questions. They are lightning quick to dispel concerns and insure full, proper operation of their software. You can't go wrong partnering with the guys at Compass!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Intuitive and clean software! Easy to understand from a managerial perspective as well as agent perspective. They employ innovative ideas in this software that are not found in other competitors such as Zingtree. It greatly helps in routing our agents through call scripts. As a QA Manager, reports are easy to review and insure quality. By design, there is little error your agent can make when using this software. From guiding the conversation of a call, to sending caller info through the correct channels, Compass keeps us on track and accurate.
    Cons:
    Still working out some small initial kinks and adding features, but this has in no way diminished the quality of their product.

    Read More

    Anthony's profile

    Anthony R.

    Verified reviewer

    Food & Beverages

    201-500 employees

    Used daily for less than 12 months

    Review source

    Reviewed July 2023

    unite processes in teams

    4

    It benefits from having a more organized work with my team to finish the processes faster and supervised by everyone.

    Ratings Breakdown

    4
    Ease of use
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    The workflow is simpler by being able to automate processes that help reduce the workload of certain processes that were longer to develop. Everything in a team is more organized and faster to finish keeping track of all the development that is being achieved.The system was very easy to learn to use and with the help of easy support to finish configuring
    Cons:
    I don't like the overload performance that sometimes has a hard time loading when there are many users in the same process

    Read More

    GW

    Gabriel W.

    Verified reviewer

    Telecommunications

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed February 2022

    Personal Review of Prestavi

    5

    An excellent service with the potential to make working in certain environments a dream.

    Ratings Breakdown

    5
    Ease of use
    4
    Functionality
    icon
    Pros:
    Simply put, it makes doing my job significantly easier. There is far less I have to fiddle with to get the job done and this has led to better productivity and work speed as well as less of a hassle overall.
    Cons:
    While not necessarily a con, I am excited to see the new ways Prestavi can ensure that our job can be done to the fullest capacity with as few hurdles to jump through as possible. By the looks of things, it will only get better from here.

    Read More

    Torben's profile

    Torben H.

    Verified reviewer

    Hospital & Health Care

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed June 2019

    Compass for an Inbound Call Business

    5

    We had decided to try out Compass for a few reasons. Mainly, we wanted our agents to have a standardized script for inbound calls. Not only did Compass help our agents answer all of our clients' calls more professionally, but the features that were implemented into our scripts have made our whole process more quick and efficient. Our agents used to have a number of windows open on each inbound call, and compass was able to help put all the required reference information into each separate script.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    - easy to navigate - customizable fields to fill out with call information - CUSTOMER SUPPORT: A+++ - tons of helpful features and integrations
    Cons:
    - some bugs here and there, but they were always fixed instantly after reaching out to Compass

    Read More

    Mike's profile

    Mike L.

    Verified reviewer

    Consumer Services

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed June 2019

    A Godsend

    5

    As a phone answering service, Compass has proven to be the best solution for both our short and long term goals. rep is one of the most responsive people I've ever had the pleasure of working with. Anyone thinking about choosing Compass for their business solutions should know that they will be in good hands!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    One of my favorite things about Compass is how simple and intuitive it is to use. A user doesn't need an entire tutorial to teach them the ropes---all one has to do to learn the software is to log on and start working.
    Cons:
    The site will occasionally crash & bugs will surface here and there, but when they do, they are addressed almost immediately.

    Read More

    Stefan's profile

    Stefan H.

    Verified reviewer

    Telecommunications

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed June 2019

    Wouldn't be where we are without Compass. Very grateful.

    5

    Our Customer Support team answers calls on behalf of businesses all over the US. With Compass, we can guarantee that our reps are guaranteed to get through the intended process, meeting our client's expectations and providing an efficient experience for the caller.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Clean interface, easy to onboard our Customer Support team on to, much better than alternatives like Zingtree we've tried in the past.
    Cons:
    We honestly haven't experienced anything I'd call a con. We've provided some feedback for what would be useful features, many of which have appeared in updates!

    Read More

    JD

    Jelle D.

    Verified reviewer

    Computer Software

    2-10 employees

    Used weekly for less than 6 months

    Review source

    Reviewed June 2022

    Makes my customers happy

    5

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    4
    Functionality
    icon
    Pros:
    Prestavi has helped my team to process our information collection a lot faster without making mistakes. Besides that Prestavi is really easy to use and has a nice looking UI. I didn't need to look into a lot of documentation before I could get started.
    Cons:
    I encountered some bugs while using Prestavi. Luckily their support team has helped me with these issues. Besides that, I can't think of anything I didn't like about Prestavi.

    Read More

    Nadia's profile

    Nadia A.

    Verified reviewer

    Consumer Services

    11-50 employees

    Used weekly for less than 6 months

    Review source

    Reviewed June 2019

    Thank You, Compass

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Compass is incredibly user friendly and constantly evolving and being improved upon. I couldn't imagine doing my job without it. Because of the interactive workflow and nature of the software, it helps me stay on task and engaged with my work.
    Cons:
    The layout can be somewhat confusing for new or less experienced users.

    Read More

    Angie's profile

    Angie J.

    Verified reviewer

    Automotive

    10000+ employees

    Used monthly for less than 12 months

    Review source

    Reviewed May 2021

    Very easy to use

    5

    I have been able to consolidate multiple applications and make business run a lot more smoothly.

    Ratings Breakdown

    5
    Ease of use
    5
    Functionality
    icon
    Pros:
    It is very user friendly and allows me the flexibility to do with it exactly what I need. Very easy to use.
    Cons:
    Integration was not difficult, support is helpful, and it is easy to use. I don't have anything negative to say.

    Read More

    Showing 1 - 10 of 15 Reviews
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