Integrify is a Consultant's Dream
Pros
- Form ease of use. A drag and drop interface is very important in these products. You never know who will be using it (unless you are very strict with who you allow to use your forms), so it needs to be something a simple guide sheet can explain.
- Form logic. Works the same way as Formstack's, so while it may not be something I would lead with, the ability to have forms with logic allows you to organize the collection of data in a very streamlined way. You are not getting answers to questions you don't need answers to. Customers can follow a simpler path.
- Support team. This will get into a later point of discussion, but their support team is one of the best. They are there and willing to listen to your problem. They want to help you fix the issue at the root, not just answer your question and get to the next one. I really appreciated the time they would spend with me and those I consulted with!
Cons
- It's complicated. No, really. When you log in, you won't know much about what you're doing and you may only get about 10% of what the program is capable of. This is not a good thing as some will just give up before delving further into the program. If it is too complicated at the outset for someone who doesn't understand forms or how these kinds of programs work, you will not gain new clients unless you are there the moment they create an account. You can have someone reach out, but - in my experience - the decision to continue with a program or write it off is in the first ten minutes.
- When I first looked at it, printing larger flows was an issue. They have since addressed this, so the point of mentioning this is that (while they eventually looked back at the bigger picture) looking at large and small views would have been helpful.
- The people I consulted had issues with Javascript. There were ways to get around it, but these people did not have the time to spend on that and asked me to find another solution.
Return on Investment
- For the people I consulted - it helped them put more into the personal aspects of the business. While certain processes ran, they could keep an eye on the data, but were otherwise free to focus on the important aspects of the business. They were a marketing group. Their copywriter was able to be a copywriter instead of just filling out forms all day!
- It's adaptable. You can cross-pollinate any department with it, provided you know what you are doing. So, you are not getting a program for HR, and another for Marketing. Integrify can span the whole business. You can cut costs in focusing on one workflow product rather than a handful.
- It did have one negative impact on the place I consulted. Their tech-savvy person left in early 2019, and nobody else was able to use the program. Nor did they want to try when opening it up and trying to understand it. I was able to help out, but ultimately they were discouraged. I would recommend training multiple people if you use this product, and emphasize their support team!
Alternatives Considered
Quick Base, Zoho Forms, ProcessMaker, KiSSFLOW and Scoro
Other Software Used
Formstack, KiSSFLOW, Scoro, ProcessMaker, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Zoho Forms
