---
description: Review of EffiDocX Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: EffiDocX | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Enterprise Content Management Software](/directory/3485/enterprise-content-management-system/software) > [EffiDocX](/software/528090/EffiDocX)

# EffiDocX

Canonical: https://www.softwareadvice.co.uk/software/528090/EffiDocX

> EffiDocX is a versatile enterprise content management (ECM) solution designed to streamline document handling. It enables teams to consolidate both paper and digital content into a centralized, searchable repository, organizing documents with metadata for efficient retrieval and ensuring sensitive information is protected with robust access controls.&#10;&#10;EffiDocX lets managers centralize all documents to manage and retrieve information. Advanced search capabilities allow users to find records instantly by keyword, date, or other filters, reducing reliance on physical storage. Documents are organized with metadata tags, providing additional context and facilitating efficient searches. Tags can include information such as document type, author, and date of creation, enhancing the ability to categorize and locate documents.&#10;&#10;The access controls functionality ensure that sensitive information is protected. Permissions can be set to restrict access to certain documents, ensuring that only authorized personnel can view or edit files, maintaining confidentiality and security. EffiDocX includes a workflow automation tools to streamline processes such as document approvals and onboarding.&#10;&#10;EffiDocX integrates advanced AI capabilities, including chatting with a document using natural language queries, generating concise summaries, automatically categorizing documents based on content, and extracting essential information such as dates, names, and amounts. AI-based search capabilities understand context and provide accurate results. Additionally, EffiDocX offers APIs and integration capabilities, allowing connectivity with various systems such as loan origination systems (LOS), enterprise resource planning (ERP) systems, and other business applications. The integration streamlines operations, ensures real-time data synchronization, and enhances overall functionality.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Crown Worldwide Group

## Commercial Context

- **Starting Price**: US$300.00
- **Pricing model**: Per User (Free version available)
- **Pricing Details**: EffiDocX – Simplified, Scalable, and Secure Document Management&#10;&#10;EffiDocX is available in three tailored editions—Lite, Pro, and Plus—designed to meet the needs of teams from small to enterprise scale. Each edition is offered in both SaaS and On-Premise models, giving organizations the flexibility to choose based on their infrastructure and compliance needs.&#10;&#10;All plans include:&#10;&#10;A Discover-to-Go-Live journey covering assessment, setup, training, and deployment.&#10;&#10;Ongoing standard support, maintenance, and high availability as part of a simplified pricing model—no hidden costs.&#10;&#10;EffiDocX Lite is ideal for small teams (SaaS only), Pro suits mid-sized organizations, and Plus delivers AI-powered automation and enterprise-grade capabilities.&#10;&#10;EffiDocX ensures secure, intelligent document management with predictable pricing and full lifecycle support.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: Arabic, Chinese, English, Hindi, Thai, Traditional Chinese
- **Available Countries**: Cambodia, Hong Kong SAR China, India, Indonesia, Macao SAR China, Malaysia, New Zealand, Philippines, Singapore, United Arab Emirates, Vietnam

## Features

- API
- Access Controls/Permissions
- Access Expiration Management
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Annotations
- Approval Process Control
- Archiving & Retention
- Audit Trail
- Business Process Automation
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Management
- Content Publishing Options
- Customisable Branding
- Customisable Dashboard

## Integrations (1 total)

- AuthStack

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Enterprise Content Management Software](https://www.softwareadvice.co.uk/directory/3485/enterprise-content-management-system/software)

## Related Categories

- [Enterprise Content Management Software](https://www.softwareadvice.co.uk/directory/3485/enterprise-content-management-system/software)
- [Content Management Systems](https://www.softwareadvice.co.uk/directory/4543/cms/software)
- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)
- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)

## Alternatives

1. [Wrike](https://www.softwareadvice.co.uk/software/3777/wrike-pm) — 4.4/5 (2887 reviews)
2. [M-Files](https://www.softwareadvice.co.uk/software/433195/m-files-dms) — 4.4/5 (274 reviews)
3. [Square 9](https://www.softwareadvice.co.uk/software/240523/square-9) — 4.5/5 (141 reviews)
4. [Revver](https://www.softwareadvice.co.uk/software/18244/revver) — 4.4/5 (908 reviews)
5. [DocuWare](https://www.softwareadvice.co.uk/software/388917/docuware) — 4.6/5 (113 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/528090/EffiDocX)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/528090-EffiDocX/> |
| en-AU | <https://www.softwareadvice.com.au/software/528090/EffiDocX> |
| en-GB | <https://www.softwareadvice.co.uk/software/528090/EffiDocX> |
| en-IE | <https://www.softwareadvice.ie/software/528090/EffiDocX> |
| en-NZ | <https://www.softwareadvice.co.nz/software/528090/EffiDocX> |

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