Nintex Process Platform vs. TrackVia Comparison


Nintex Process Platform Nintex	TrackVia	+	+
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		Related Products UnForm UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. 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The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. Jotform App Builder for ChatGPT and Claude is an AI-powered no-code application builder that enables users to create, customize, publish, and manage applications through natural language conversations. The platform integrates Jotform Apps with ChatGPT and Claude, allowing users to turn ideas discussed with an AI assistant into functional applications without traditional programming. 9,009 Ratings Visit Website Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 594 Ratings Visit Website ActiveBatch Workload Automation ActiveBatch by Redwood makes setting up and launching automation easy with no custom scripting required. With a low-code Super REST API adapter, over 100 pre-built job steps and a user-friendly drag-and-drop workflow designer, you can integrate across any system, application and data source, on-prem, in the cloud or in hybrid environments. Maintain complete control and visibility and meet SLAs with monitoring of all automation from a single pane of glass and get custom alerts via emails or SMS. Managed Smart Queues dynamically scale resources for high-volume workloads, reducing process times while the self-service portal enables business users to run and monitor workflows independently. ActiveBatch meets security and compliance standards, with ISO 27001 and SOC 2, Type II certifications, encrypted connections and regular third-party tests, always keeping security at the forefront. Along with ongoing product advancements, get the added benefit of 24x7 support and on-site training. 383 Ratings Visit Website MindCloud MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. Our solutions engineers turn real business requirements into dependable integrations without requiring customers to dedicate internal engineering resources. MindCloud supports thousands of applications, including Salesforce, HubSpot, NetSuite, QuickBooks, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything. 83 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,729 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. 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Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website
About Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes.	About TrackVia®, the leading low-code workflow management platform for operations, helps companies build applications that improve on-time performance and reduce costs. TrackVia offers operations leaders the fastest and easiest way to build powerful applications that are business led and IT approved. Companies like Honeywell, DIRECTV, Stearns Lending, and Brinks, rely on TrackVia to digitize their operations from the field to the back office.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Businesses searching for a powerful process intelligence and automation solution	Audience SMBs and Large Enterprises
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.0 / 5 ease 4.0 / 5 features 4.0 / 5 design 5.0 / 5 support 4.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros Works within CRM to provide an effective signup solution. Reasonably priced and allows for acceptable bulk sendouts. It can literally do any Sharepoint automation we need with a gui and the ability to write scripts using JavaScript. It also can automate the sending of emails and create reports from the gathered Sharepoint data. Cons Customization of email that gets sent out desired. Could use more diversity in options, including multi signer being more intuitive. Pricy for a single user. I suggest if you are going to use this you should be a large company who can make full use of the subscription cost in all your automation needs and not just one of the five possible that we use since the ROI was not great in our use case. And it is an ongoing cost for automation when needs to be offset by a time savings somewhere.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Nintex Founded: 2006 United States www.nintex.com	Company Information TrackVia Founded: 2007 United States www.trackvia.com
Alternatives Pipefy	Alternatives Joget DX Joget, Inc.
Process Street	TeamDesk ForeSoft Corporation
ELMA365	FlowWright IPS
altaFlow airSlate	Odoo
Automation Anywhere View All	Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation View All
Categories Application Development Supported Business Process Automation Supported Business Process Management Supported Contract Management Supported Data Entry Supported Data Extraction Supported Data Quality Supported Digital Signature Supported Document Generation Supported Forms Automation Supported Legal Document Drafting Supported Low-Code Development Supported Mobile App Analytics Supported Process Mining Supported Productivity Supported Robotic Process Automation (RPA) Supported Workflow Automation Supported Workflow Management Supported	Categories Application Development Supported Business Process Management Supported Field Service Management Supported Low-Code Development Supported Quality Management Supported Supply Chain Management Supported Tradesman Job Management Supported Workflow Management Supported
Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Low-Code Development Features AI-Assisted Development Not Supported Business Process Automation Supported Collaborative Development Supported Data Aggregation and Publishing Supported Deployment Management Supported Drag & Drop Supported Integrations Management Supported Iteration Management Not Supported Performance Monitoring Supported Requirements Management Supported Templates Not Supported Visual Modeling Not Supported Web / Mobile App Development Not Supported Workflow Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Supported Government Contracts Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Supported Version Control Supported Workflow Management Supported Data Entry Features Abbreviation Detection Supported Data Capture and Transfer Supported Data Cleansing Supported Data Entry Verification Supported Data Search Flexibility Supported Duplicate Detection Supported Flexible Search Supported Image Entry Supported Library Conversion Supported Mis-Keyed Variation Detection Supported Phonetic Variation Detection Not Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Data Quality Features Address Validation Supported Data Deduplication Supported Data Discovery Supported Data Profililng Supported Master Data Management Supported Match & Merge Supported Metadata Management Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Not Supported Version Control Not Supported Mobile App Analytics Features A/B Testing Not Supported Channel Attribution Not Supported Cohort Analysis Not Supported Funnel Analysis Supported In-App Events Tracking Supported Push Notifications Supported Retention Tracking Not Supported Revenue Tracking Not Supported Uninstall Tracking Not Supported Productivity Features Collaboration Supported Database Creation Supported Document Creation Supported File Sharing Supported Notes Management Supported Office Suite Supported Presentation Tools Not Supported Project Management Supported Task Management Supported Team Chat Not Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported	Application Development Features Access Controls/Permissions Supported Code Assistance Supported Code Refactoring Supported Collaboration Tools Supported Compatibility Testing Supported Data Modeling Supported Debugging Supported Deployment Management Supported Graphical User Interface Supported Mobile Development Supported No-Code Supported Reporting/Analytics Supported Software Development Supported Source Control Supported Testing Management Supported Version Control Supported Web App Development Not Supported Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Not Supported Low-Code Development Features AI-Assisted Development Not Supported Business Process Automation Supported Collaborative Development Not Supported Data Aggregation and Publishing Not Supported Deployment Management Not Supported Drag & Drop Supported Integrations Management Supported Iteration Management Not Supported Performance Monitoring Not Supported Requirements Management Supported Templates Not Supported Visual Modeling Supported Web / Mobile App Development Supported Workflow Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Quality Management Features Audit Management Supported Complaint Management Supported Compliance Management Supported Corrective and Preventive Actions (CAPA) Supported Defect Tracking Supported Document Control Supported Equipment Management Supported ISO Standards Management Supported Maintenance Management Supported Risk Management Supported Supplier Quality Control Supported Training Management Supported Supply Chain Management Features Demand Planning Supported Electronic Data Interchange Supported Import / Export Management Supported Inventory Management Supported Order Fulfillment Supported Order Management Supported Sales & Operations Planning Supported Shipping Management Supported Supplier Management Supported Transportation Management Supported Warehouse Management Supported
Integrations Dropbox Supported HubSpot Marketing Hub Supported Microsoft 365 Supported Salesforce Supported Stackreaction Supported Wufoo Supported Zendesk Supported APIANT Not Supported Adobe Document Cloud Supported Adobe Marketo Engage Supported Beezy Supported FullContact Supported Microsoft SharePoint Supported Nintex DocGen Supported OneSpan Sign Supported SendGrid Not Supported Slack Supported SurveyMonkey Not Supported Synatic Supported TeamBeats Supported Show More Integrations View All 46 Integrations	Integrations Dropbox Supported HubSpot Marketing Hub Supported Microsoft 365 Supported Salesforce Supported Stackreaction Supported Wufoo Supported Zendesk Supported APIANT Supported Adobe Document Cloud Not Supported Adobe Marketo Engage Not Supported Beezy Not Supported FullContact Not Supported Microsoft SharePoint Not Supported Nintex DocGen Not Supported OneSpan Sign Not Supported SendGrid Supported Slack Not Supported SurveyMonkey Supported Synatic Not Supported TeamBeats Not Supported Show More Integrations View All 24 Integrations
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