Dragonfly
The entire business in one place
About Dragonfly
Dragonfly is a cloud-based information management platform that centralizes business data, documents, and tasks in a single customizable database. It combines a flexible records system with document management, task tracking, and workflow automation so small and mid-sized teams can stop searching across disconnected apps. Hosted on AWS with role-based access, it works alongside Office, Outlook, and accounting tools.
Pros & Cons
Pros
- Combines database, documents, and tasks in one app instead of stitching tools together
- Highly customizable work types adapt to almost any business process
- AWS hosting with automatic backups and role-based access for sensitive data
- Affordable per-user pricing for small and mid-sized businesses
- 30-day free trial with no credit card required
Cons
- Initial setup requires effort to configure work types correctly
- Smaller ecosystem and community compared to mainstream platforms like Notion or Airtable
- Limited public documentation on advanced analytics and API capabilities
- Storage caps at 10 GB per user before paid add-ons kick in
Key Features
Customizable Database
Build unlimited 'work types' tailored to any business process without code.
Document Management
Store, version, and share files securely with customers and vendors from one hub.
Task Management
Assign tasks, set reminders, and track work against records and projects.
Workflow Automation
Automate repeatable steps so data and tasks flow through the business consistently.
Keyword Search
Find any record, file, or task instantly by name, customer, or project.
Integrations
Connect with Office 365, Outlook, QuickBooks, and other business apps via API.
Analytics & Data Warehouse
Surface trends from operational data with built-in analytics on the Professional plan.
Mobile Apps
Native iOS and Android apps for accessing data and tasks on the go.
AWS-Backed Security
Automatic backups, encryption, and granular user access controls on Amazon's network.
Pricing
- Guided setup and how-tos
- Unlimited customizable work types
- Workflow automation
- Easy data upload
- Mobile apps
- 10 GB data per user
- Everything in Standard
- API for integrations
- Data warehouse
- Analytics
- Priority support
Best For
Customer & Project Records
Pull up everything tied to a customer or project — files, notes, tasks — from one search.
Document-Heavy Operations
Replace shared drives with a structured, permissioned document hub linked to business records.
Operational Workflow Automation
Automate recurring task assignments and approvals across teams without custom code.
Compliance-Sensitive SMBs
Centralize regulated data with audit trails and access controls on AWS infrastructure.
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