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Description

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

Description

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADR Notable No 
Airtable No 
Basecamp No 
Formstack No 
Formstack Documents No 
Google Docs No 
HubSpot Customer Platform No 
Jira No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Power Automate No 
NetSuite No 
PostgreSQL No 
ShareFile No 
Shopify No 
Smartsheet No 
Sugar Sell No 
Telegram No 
X (Twitter) No 
Zendesk No 

Integrations

ADR Notable Yes 
Airtable Yes 
Basecamp Yes 
Formstack Yes 
Formstack Documents Yes 
Google Docs Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Power Automate Yes 
NetSuite Yes 
PostgreSQL Yes 
ShareFile Yes 
Shopify Yes 
Smartsheet Yes 
Sugar Sell Yes 
Telegram Yes 
X (Twitter) Yes 
Zendesk Yes 

Pricing Details

$19 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$399/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

SYDLE

Country

Brazil

Website

www.sydle.com

Vendor Details

Company Name

airSlate

Founded

2008

Country

United States

Website

altaflow.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Management

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking Yes 
Multiple Output Formats No 
Templates No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Document Version Control

Access Controls/Permissions No 
Approval Process Control No 
Archiving & Retention No 
Audit Trail No 
Commenting / Notes No 
Document Check-in / Check-out No 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search No 
Version Control No 
Workflow Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management Yes 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation Yes 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder Yes 
Third Party Application Integration Yes 
Unattended Automation Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

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