# Dragonfly Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Dragonfly Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/10032646/Dragonfly

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# 

 Dragonfly Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Dragonfly

## What is Dragonfly?

Dragonfly is a unique online database and document management system that centralizes business data, files, documents, notes and tasks in one collaboration platform. Users simply enter a customer, project, or other name and all the information related to that is instantly shown in one place. Dragonfly is designed to dramatically reduce time spent searching for information. Dragonfly includes functionality for managing all your lists and data including leads, customers, contacts, opportunities, quotes, orders, projects, schedules, requirements, service agreements, and tickets. The platform allows teams to share document revisions and centralize customer information while maintaining security through controlled access permissions. The platform operates on Amazon's AWS network with automatic backups and provides advanced user access security. Dragonfly works alongside common business software including Office, Outlook, and accounting programs.

## What is Dragonfly used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$8

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

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Do you work for Dragonfly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.phasealpha.com&name=Dragonfly)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Dragonfly

5.0 (1)

VS.

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

$8

Per User, Per Month

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.7 (28,696)

Value For Money

5.0 (1)

Value For Money

4.5 (20,292)

Customer Service

4.0 (1)

Customer Service

4.6 (18,337)

## Dragonfly alternatives

[4.7 (2,782)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Highest Rated

[4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collaboration Tools

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Customizable Templates

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Data Import/Export

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Document Storage

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Dragonfly 49 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Makes changes to document features such as text, fonts, formatting, etc.

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Create, design and modify the flow and processes of tasks in a project

Retrieval of embedded metadata that is present within a file

Access software remotely via mobile devices

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Reporting on how each user, task or process has advanced since its initiation

Create, manage, or update project workflows.

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Standard

$8.00

Per User,Per Month

It includes:

-   Unlimited Work Types
-   Full Work Type Customization
-   Workflow Automation
-   Easy Data Upload
-   Phone App
-   10 GB data/user

Professional

$12.00

Per User,Per Month

It includes:

-   API For Integrations
-   Data Warehouse
-   Analytics
-   Priority Support

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Integrations

[

Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BC

Brian C.

CEO

Professional Training & Coaching

### "Instant access to all data and projects is great"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 15, 2025

My overall experience has been really good. The more I used it day to day, the more I saw the value in having all the data in the app.

Pros

The thing I like the most about Dragonfly is that I can enter a customer or project name and instantly I can access all data we track, documents, and related tasks related to that customer or project. Its much faster than storing data in OneDrive.

Cons

Learning how to configure the work types takes a little time to set up. There are lots of ways to set it up.

Alternatives considered

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

Reasons for choosing Dragonfly

Dragonfly has both the configurable database and document storage plus task management in one app. I believe it is more private for business data.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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