For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$45
per month per seat
Zoho Forms
Score 8.2 out of 10
N/A
Zoho Forms is an online form builder that lets users create mobile-ready online forms. Forms can be shared with select users via email, or via a public link. This solution includes a drag-and-drop form builder that is responsive on all mobile devices. Zoho Forms also offers native mobile applications for iOS and Android devices.
According to the vendor, key benefits include: A web and mobile form builder. Drag and drop fields to add them to…
$0
per month
Pricing
Square 9 Softworks
Zoho Forms
Editions & Modules
Square 9 Process Automation Essentials
$45
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
Free
$0
per month
Basic
$10
per month
Standard
$25
per month
Professional
$50`
per month
Premium
$100
per month
Offerings
Pricing Offerings
Square 9 Softworks
Zoho Forms
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
$10 per month
Additional Details
Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
Contact support@zohoforms.com to try out our paid plans.
Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications. It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
Even if you cannot afford to pay for a Form builder, along with your CRM, i would strongly recommend Zoho Forms as it has the best mobile app as compared to other tools. The form submission notifications in the form of app notification, email or SMS is a very strong feature of Zoho Forms as well as other features like integration with other apps and form approval feature. However if you have 3 users for the free version of Zoho, only one of them will be able to use Zoho Forms which turns out to be a negative point of this app.
Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
Fast workflow designers for rapid implementation
Broad range of capture and information processing tools, easy to configure
Loaded with essential security options
Low price, and about 10X more powerful than MS SharePoint right out of the box.
Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy)
User adoption with any new process can be challenging, but overall user friendly menus
As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data.
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
The user interface and user experience is outstanding, seems like a lot of hard work has been put into it by the design, development and product teams. The fonts used are optimal, the icons and menu bars are well placed, the colors are very friendly to the eye and the standard white background is beautifully adjusted to the user expectations. The sliders are well designed and you can easily find whatever menu/option/feature you are looking for without much hassle.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
The support we received from Square 9 Softworks was exceptional. From deployment to implementation, we always felt supported. The team we worked with had patience and exceptional response time. They were amazing to work with, I always felt supported. No matter how simple or complex my question was they always delivered.
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.
I chose this software because it is very well integrated with other Zoho products which I am using. Apart from this it has mobile applications also which allows me to use this software from my mobile devices when I am traveling for work. Its mail merge feature is also one of the important reason to choose this software.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
