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OnBase vs Microsoft 365 Comparison
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Good recommendations?
Overview
Automate & integrate the management and control of documents, business processes & records using one application
Microsoft 365, formerly Office 365, provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote,...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
6.99
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
4.7
13.6K
9.6K
3.3K
511
68
50
- Value for money
- Ease of use
- Features
- Customer support
97%
would recommend this appPros
First of all its a straight forward set up which is very easy to use and i personally happy with its UI. We can back up all the transactions and invoice generated or sale-purchase orders.
Like how you can store all your files and documents in one spot with ease. Easy to retrieve information and documents.
This software is easy to use and fairly user friendly. I like that the software seems to be very literal.
Pros
Very positive experience - any successful business would find significant efficiencies and opportunities by moving to 365.
Christopher Ryan N.
Chris Nelson
I love how secure the platform is, the software is easy to navigate. I love the fact that it is accessable worldwide.
We utilize all that the product has to offer on a daily basis and are quite happy with the product. It helps us manage our business better and provides the tools necessary to communicate effectively.
Cons
I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part).
What I don't like about the software is that it is hard to navigate. Getting from different screens can have you lost and unsure of how to get back to your original location.
The only issue I have with OnBase is a minor annoyance.
Stephen B.
Customer Service Representative
Cons
This is the sort of thing the hard drive resident application never struggled with. Conditional formatting layered up is the sort of thing that causes problems.
Sometimes i get logged out and have trouble logging back in. This is very rare but can be confusing and upsetting as everything is on there.
I hate, hate, hate, hate the fact that you cannot install each app on its own. It is pointless to force people who only need Excel or Word to install EVERYTHING.
Key features
- Total features139
- @mentions
- API
- Access Controls/Permissions
- Active Directory Integration
- Activity Dashboard
- Activity Tracking
- Address Book
- Alerts/Notifications
- Application Management
- Appointment Management
- Approval Process Control
- Archiving & Retention
- Asset Lifecycle Management
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Automated Scheduling
- Automatic Backup
- Backup and Recovery
- Batch Processing
- Billing & Invoicing
- Booking Management
- Brainstorming
- Business Process Automation
- Calendar Management
- Calendar/Reminder System
- Chat/Messaging
- Cloud Backup
- Collaboration Tools
- Collaborative Development
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Conferencing
- Configurable Workflow
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Content Publishing Options
- Contract/License Management
- Custom Development
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Aggregation and Publishing
- Data Capture and Transfer
- Data Import/Export
- Data Migration
- Data Recovery
- Data Security
- Data Storage Management
- Data Synchronization
- Data Visualization
- Database Support
- Deployment Management
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Capture
- Document Check-in/Check-out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Signature
- Email Management
- Email Monitoring
- Email Templates
- Event Management
- File Conversion
- File Management
- File Recovery
- File Sharing
- File Transfer
- Filtering
- Forms Automation
- Forms Management
- Full Text Search
- Graphical Workflow Editor
- HIPAA Compliant
- Image Editing
- Inbox Management
- Indexing
- Information Governance
- Integrations Management
- Interaction Tracking
- Invoice Management
- Live Chat
- Meeting Management
- Metadata Extraction
- Metadata Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile Capture
- Mobile Signature Capture
- Monitoring
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- Multiple Projects
- No-Code
- Notes Management
- Office Suite
- Offline Access
- Optical Character Recognition
- Presentation Tools
- Process Change Tracking
- Process Modeling & Designing
- Process/Workflow Automation
- Productivity Tools
- Progress Tracking
- Project Workflow
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Remote Access/Control
- Remote Synchronization
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Revision History
- Role-Based Permissions
- Room Booking
- Rules-Based Workflow
- SEO Management
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Single Sign On
- Status Tracking
- Synchronization Scheduling
- Tagging
- Task Management
- Task Progress Tracking
- Team Calendars
- Team Collaboration
- Template Management
- Templates
- Text Editing
- Third-Party Integrations
- To-Do List
- Two-Factor Authentication
- Two-Way Audio & Video
- Two-Way Synchronization
- User Management
- Version Comparison
- Version Control
- Version Rollback
- Video Conferencing
- Video Streaming
- Video Support
- Visual Modeling
- Web/Mobile App Development
- Workflow Configuration
- Workflow Management
- Total features68
- @mentions
- API
- Access Controls/Permissions
- Active Directory Integration
- Activity Dashboard
- Activity Tracking
- Address Book
- Alerts/Notifications
- Application Management
- Appointment Management
- Approval Process Control
- Archiving & Retention
- Asset Lifecycle Management
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Automated Scheduling
- Automatic Backup
- Backup and Recovery
- Batch Processing
- Billing & Invoicing
- Booking Management
- Brainstorming
- Business Process Automation
- Calendar Management
- Calendar/Reminder System
- Chat/Messaging
- Cloud Backup
- Collaboration Tools
- Collaborative Development
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Conferencing
- Configurable Workflow
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Content Publishing Options
- Contract/License Management
- Custom Development
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Aggregation and Publishing
- Data Capture and Transfer
- Data Import/Export
- Data Migration
- Data Recovery
- Data Security
- Data Storage Management
- Data Synchronization
- Data Visualization
- Database Support
- Deployment Management
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Capture
- Document Check-in/Check-out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Signature
- Email Management
- Email Monitoring
- Email Templates
- Event Management
- File Conversion
- File Management
- File Recovery
- File Sharing
- File Transfer
- Filtering
- Forms Automation
- Forms Management
- Full Text Search
- Graphical Workflow Editor
- HIPAA Compliant
- Image Editing
- Inbox Management
- Indexing
- Information Governance
- Integrations Management
- Interaction Tracking
- Invoice Management
- Live Chat
- Meeting Management
- Metadata Extraction
- Metadata Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile Capture
- Mobile Signature Capture
- Monitoring
- Multi-Language
- Multi-Party Signing
- Multiple Format Support
- Multiple Output Formats
- Multiple Projects
- No-Code
- Notes Management
- Office Suite
- Offline Access
- Optical Character Recognition
- Presentation Tools
- Process Change Tracking
- Process Modeling & Designing
- Process/Workflow Automation
- Productivity Tools
- Progress Tracking
- Project Workflow
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Reminders
- Remote Access/Control
- Remote Synchronization
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Revision History
- Role-Based Permissions
- Room Booking
- Rules-Based Workflow
- SEO Management
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Single Sign On
- Status Tracking
- Synchronization Scheduling
- Tagging
- Task Management
- Task Progress Tracking
- Team Calendars
- Team Collaboration
- Template Management
- Templates
- Text Editing
- Third-Party Integrations
- To-Do List
- Two-Factor Authentication
- Two-Way Audio & Video
- Two-Way Synchronization
- User Management
- Version Comparison
- Version Control
- Version Rollback
- Video Conferencing
- Video Streaming
- Video Support
- Visual Modeling
- Web/Mobile App Development
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations19
- Dropbox Business
- Gmail
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations1191
- Dropbox Business
- Gmail
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
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