SmartFlo

SmartFlo

CHALEX
+
+

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About

Onyx Platform is an all-in-one CRM and dialer built specifically for phone-based sales teams in regulated industries such as insurance and financial services, designed to streamline operations and improve customer engagement. It combines CRM, telephony, intelligent lead routing, call recording with DNC integration, compliance tools, and real-time reporting in a single browser-based interface so agents and managers can view lead progress, customer history, policy data, and next steps without switching platforms. It delivers unified customer profiles that show every policy, interaction, and note in one place, along with customizable disposition tracking and role-based views for agents, managers, and admins. Onyx embeds security, audit trails, and activity logging into all features to help teams stay compliant by default, and aligns with industry security frameworks to protect sensitive data. Lead management capabilities include smart routing, licensing logic, and etc.

About

SmartFlo routes a virtual “Job Bag” through a selected process model automatically associating project and job metadata with the digital files being routed through secure role-based access to assigned tasks. SmartFlo provides enterprise IT with a DAM-enabled BPM server that may be integrated with other enterprise systems and SaaS services through RESTful APIs. Smartflo is developed with open source software employing a service-oriented architecture with an oracle /mysql database. SmartFlo is a designed enterprise with a no-code platform that simplifies the digital transformation of any business workflow. It routes a virtual “Job Bag” through a selected process model automatically associating project and job metadata with the digital files being routed to team members through secure role-based access to assigned tasks. SmartFlo is open-source software and provides enterprise IT with a DAM-enabled BPM server, integrable with other enterprise systems, and SaaS services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies and telesales teams that need an all-in-one CRM and call center system to manage leads, calls, compliance, and reporting efficiently

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$18 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Onyx Platform
Founded: 2025
United States
www.onyxplatform.com

Company Information

CHALEX
Founded: 2002
United States
chalex.com/smartflo/

Alternatives

Alternatives

Yoroflow

Yoroflow

Yorosis Technologies

Categories

Categories

Workflow Management Features

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

Integrations

No info available.

Integrations

No info available.
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