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– iDatix Workflow Automation Review

Product Snapshot


iDatix Workflow Automation is available as a SaaS solution that requires no additional hardware or as an on-premise solution.

Customer Focus

iDatix works with small and mid-sized companies.

Selected Customers


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iDatix Workflow Automation

- iDatix Workflow Automation iDatix Workflow Automation ties together all your processes and process information so that you can easily build and customize complete workflow systems. The program starts by connecting itself with your other software solutions, such as HR, CRM, accounting, and ERP. All software data is imported, and the system ties together all your files and documents. From there, you can design workflows for your software with a visual builder and set rules to route all work and data. Once your workflows are up and running, iDatix Workflow Automation uses a dynamic queue system to streamline all operations.

About iDatix
iDatix was founded in 2000 and is headquartered in Florida. The company puts out solutions for document CMS, workflow automation, and BI.

iDatix Workflow Automation Features

  • SaaS or on-premise workflow management software solution
  • Works with ERP, HR, CRM, and accounting systems and their data
  • Connects all your programs, files, and documents together
  • Uses a visual designer to create workflows
  • Standardizes your processes via business rules
  • Supports role-based routing
  • Queues processes and actions based on their urgency
  • Sends out notifications for new queues
  • Fully accessible by mobile app

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