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Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business. Learn more about Zoho Creator
A workflow automation software to create custom workflows, streamline communication, and automate routine tasks efficiently to manage your business. Build complex workflows with Creator's drag-and-drop interface. The rich suite of features, like integrations, multi-platform support, access controls, and guided scripting, makes it easier to design and automate workflows for every process. Learn more about Zoho Creator

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Kissflow Workflow is the #1 Workflow Software that supports both Structured Workflows and Unstructured Workflows Learn more about Kissflow Workflow
Kissflow Workflow is the #1 End to End Workflow Software that supports both structured workflows (process/bpm) and unstructured workflows (case management). Kissflow Workflow is a no-code platform where anyone can create an automated process, build a task board, handle a case flow, and collaborate on work topics, all in one intelligent and easily integrated platform. Learn more about Kissflow Workflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
monday.com Work OS is the fully customizable, collaborative, no-code work management platform built to optimize all types of workflows. Learn more about monday.com
Build your ideal workflow and achieve more, with the help of monday.com Work OS. Automate all mundane, repetitive tasks such as reminders and status updates, so you and your team can focus on essential work. Assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team so everyone is aligned and up-to-date on priorities. monday.com Work OS is the fully customizable, no-code work management platform built to optimize all types of workflows. Learn more about monday.com

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Grow your business and scale your operations in a faster and more intelligent way with PandaDoc workflow automation software. Learn more about PandaDoc
Want to speed up your workflow management? With PandaDoc, you can improve the workflow performance of every department to keep your business moving forward. Create, send, track, eSign, and store all of your business's documents in one place with PandaDoc. Perfect for Marketing, Sales, HR, Operations, IT, Legal, and Product teams of 10+ people. Build a more scalable sales organization with PandaDoc document workflow automation software. Learn more about PandaDoc

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way. Learn more about Trello
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a living, breathing project hub of cross-team collaboration no matter where your work needs to happen. Trello brings joy to teamwork by making it transparent and easily shareable across boards and teams. Learn more about Trello

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
From HR to Finance, Marketing to CS, automate your workflow and boost your operational efficiency with Pipefy, a no-code platform. Learn more about Pipefy
Improve team efficiency with Pipefy’s workflow automation software. The tool makes it easy to integrate, automate, and boost your operational efficiency in departments like HR, Finance, Marketing, and CS, among others. Pipefy’s intuitive platform enables you to centralize and streamline your workflows by automating manual tasks, connecting processes, and creating standards on a no-code platform. See how Pipefy can transform the way you manage workflows. Get started for free. Learn more about Pipefy

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Jira is a fully-featured workflow management tool for teams planning and building great products. Learn more about Jira
Jira is the workflow management tool for teams planning and building great products. Thousands of teams choose Jira to capture and organize issues, assign work, and follow team activity. At your desk or on the go with the new mobile interface, Jira helps your team get the job done. Learn more about Jira

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Centralize your workflows and processes, all in real-time and completely automated. Learn more about Knack
Knack is a no-code relational database designed for the citizen developer to create 100% customized web applications. Build various workflow functionality into your database including notifications and reminders, scheduled tasks, status updates, approvals and life cycles, roles and permissions, and integrations with other web services. With Knack, workflow is what turns your static data into dynamic processes designed to positively impact your business! Learn more about Knack

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Document workflow leverages the secure FileHold document repository to securely distribute the right documents to the right people. Learn more about FileHold
For large companies; workflow is a part of FileHold Document and Records Management software that must also be purchased. FileHold provides a secure, centralized, audited, version controlled and searchable document repository. Invoices, purchase requests, travel expenses, etc. can be taken from the library and put into a review or approval process. Workflow is triggered automatically when a document is added to the library. Mobile device support from anywhere there is access to the internet. Learn more about FileHold

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Start a FREE TRIAL and join 25K orgs that use our no-code form builder to automate critical workflows. Plans start at $50/month. Learn more about Formstack Forms
Join more than 25K orgs with a FREE TRIAL of Formstack Forms, a drag-and-drop online form builder, and reach optimal digital maturity as described in the 2022 State of Digital Maturity: Advancing Workflow Automation report. Save up to 18 hrs per week by enabling anyone in your org to create online forms, collect data, and automate processes without code. We support HIPAA compliance and offer 100s of templates + integrations for apps like Salesforce, MailChimp, and PayPal. Plans start at $50/mo. Learn more about Formstack Forms

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2022. Learn more about ClickUp
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. Learn more about ClickUp

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
The #1 online collaborative whiteboard platform where teams get work done. Learn more about Miro
Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 30 million users worldwide. Create a simple way to manage the process and iterate faster without any constraints. Collaborate and keep everyone on your team aligned and aware, organize your workflow online, track progress and keep everyone in your team on the same page. Explore 250+ templates and interactive frameworks to start collaborating quickly with your team. Learn more about Miro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Notion is the all-in-one workspace for notes, projects, documents, and collaboration. Learn more about Notion
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access. Learn more about Bitrix24
If you are looking for free or affordable Workflow Management (BPM) software, you are in the right place. Price isn't Bitrix24 only advantage. You get a set of standard business processes that don't require setup, like leave requests, business trips, expenses, purchases, general requests (internal helpdesk). These are based on your company structure and can be easily modified if necessary. Our business process designer lets you create any custom business process. Cloud, mobile and open source. Learn more about Bitrix24

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Workamajig is the only project management tool made specifically for creative teams. See why over 3,000 marketing teams use Workamajig. Learn more about Workamajig
Workamajig is an all-in-one solution for agencies and in-house creative teams that allows you to collaborate agency wide. Opportunity tracking, project management, time tracking, resource management and complete finance and accounting in one solution. Workamajig enables you to improve your workflow by getting accurate data, eliminating manual input, gaining visibility for managers and staff, generating timely reports and improving ROI! Learn more about Workamajig

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
MaintainX is mobile-first workflow and procedure digitization software that increases efficiency and real-time insights. Learn more about MaintainX
MaintainX is mobile-first workflow and procedure digitization software that allows frontline teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help managers to become more efficient operators by delivering real-time business insights from the field. Learn more about MaintainX

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
ProWorkflow puts you in charge of your workflow management with mobile work options, comprehensive reporting, and easy file sharing. Learn more about ProWorkflow
Take control of workflow management with ProWorkflow. ProWorkflow delivers intuitive and powerful tools like easy file sharing, comprehensive reporting, mobile work options, a quotes manager, an invoice manager, and a clear dashboard that gives you complete visibility over projects, teams, and resources. File sharing, data security, free onboarding, and exceptional user support complete the package. Learn more about ProWorkflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Easy Projects is an award-winning project management platform built for fast-moving teams inside midsize and enterprise organizations. Learn more about Easy Projects
Easy Projects is an award-winning project management platform designed for fast-moving midsize to enterprise level teams. Our flexible solution includes visual project planning, resource planning, beautifully designed reports, best-in-class security and much more. We support 1000+ integrations so your team can use the tools they love best. Customers who use Easy Projects report a 30% decrease in project duration and a 98% completion rate, leading to more projects and profits. Learn more about Easy Projects

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place. Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Mobile app for completing inspections, audits, safety reports, orders, and many other tasks. Easy to use, enterprise grade. Learn more about Forms On Fire
Forms On Fire is your mobile app for accurate inspections, audits, safety reports, orders, and many other tasks. Save time with pre-filled fields using data from your systems. Save time by eliminating travel back to the office. Save 100% of the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them. With enterprise-grade security, connections to thousands of systems, and ridiculously helpful customer service, you will delight your management team. Learn more about Forms On Fire

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Intellect workflow is can be easily modified by drag-and-drop technology. Learn more about Intellect
Intellect offers dynamic workflow as part of its Business Process Management (BPM) solution, a no-code platform for digital transformation and automation. Our vision is to "empower everyone to innovate" by offering an award winning BPM platform that enables non-programmers to use drag-and-drop technology to develop forms, workflows, and reports. Learn more about Intellect

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
The iGrafx Business Transformation Platform defines, prioritizes, and automates the communication between systems, processes and people Learn more about iGrafx
It is one thing to document your process, but auditors want to know how you ensure that it is being followed. The iGrafx Business Transformation Platform defines, prioritizes, and automates the communication between systems, processes and departments. Additionally, when it comes to process optimization, workflow automation provides an accurate measure of a process¿s true performance. Learn more about iGrafx

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Workato is a next-gen iPaaS with 1,000+ pre-built connectors to help automate the most complex workflows across your organization Learn more about Workato
Workato is the recognized Enterprise Automation Platform Leader. Workato empowers business and IT teams to integrate their apps and automate business workflows without compromising on security and governance. Built on a cloud-native architecture that is designed for scale and speed to significantly reduce operational footprint and overall costs. Our low-code/no-code platform enables teams to build integrations 5X faster than traditional platforms. Contact us for a free trial now! Learn more about Workato

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Free workflow management solution with a large workflow library to boost performance through efficient and transparent workflows. Learn more about Pneumatic
Free workflow management for startups, growing teams, and small businesses. Pneumatic lets you shape how work gets done in your company by building efficient workflows on a fast, intuitive platform. Streamline repetitive tasks by converting them into workflows. Bring structure and transparency to your business. Pneumatic includes a library of free workflows to get you started such as lead enrichment, employee on-boarding and off-boarding, purchase approval, hiring, and many more. Learn more about Pneumatic

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
One platform for all your process operations via app or web. Role-based flows, instructions, recurring tasks, forms and communications. Learn more about Gluu
Gluu is one platform for all your process operations. You can standardize how work is done, automate recurring tasks and reports, and capture ideas, issues and solutions through a single flow of communication. Within minutes, you can share a process with your team via an Android or iOS app, guiding them to the right tasks and instructions at the right time. Gluu lets you increase throughput time, avoid errors and save time and energy to get more work done without additional staff. Learn more about Gluu

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
The easiest way to eliminate chaos, on any device. Centralise workflow, process, policy & compliance to run like clockwork. Try free. Learn more about Process Bliss
Process Bliss is the easiest way to eliminate workflow chaos, try it for free. Onboarding, maintenance, delivery, approvals or recruitment - start where you need with a timestamped audit trail for compliance. Build drag & drop flowchart workflow in minutes, then repeat as simple team checklists. One home for process, policies and procedures accessible on any device, anywhere, so everyone knows exactly what to do. Integrate & automate to save time and reduce errors. We'll even help implement. Learn more about Process Bliss

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Sensus BPM Online is an intuitive BPMS for process modeling. The application is based on the Sensus method BPM Language. Learn more about Sensus BPM Online
Sensus BPM Online is an intuitive BPMS for process modeling and publication. The application is based on the Sensus method, a uniform methodology and clear process language to make sure team members are on the same page. The tools allow users to create, manage, and standardize processes, as well as export them to various formats for ease of use. The software automatically manages and visualizes the various inter-relationships between processes, so you can control process relationships. Learn more about Sensus BPM Online

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Interfacing’s Digital Business Platform - Build Accurate Simple to Complex Workflow Apps FAST: Days and Weeks, not Months. Learn more about Digital Business Transformation Suite
Interfacing’s Digital Business Platform is ideal to Build Accurate Simple to Complex Low-Code Workflow Apps, much faster. Your team will create, streamline, test, automate and deploy limitless workflows faster and with greater accuracy & efficiency. Quickly deploy apps from consumer focused to back-end complex critical business systems in hours, not days! Learn more about Digital Business Transformation Suite

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Google Workflow Made Easy. Automate your processes on Google Workspace without writing a single line of code. Get started for free. Learn more about zenphi
No Code Workflow Automation built on Google for Google. Zenphi is your one stop shop for automating your everyday business processes. It provides everything you need to automate your process, Tables, Workflows, Apps, Document Processing, etc. Whether it's a simple expense approval process, or a complex multi-step employee onboarding process powered by state machine, document generation, e-signature, etc., zenphi enables you to automate it with a few drag and drops. No coding required. Learn more about zenphi

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Voiro builds monetisation infrastructure for advertising and subscription-based businesses. Learn more about Voiro
Voiro builds the technology you need to drive your business, so that you don’t have to. We simplify work for media sales, operations and finance teams, making them more efficient and productive. We enable faster and better decisions across your teams, with a razor sharp focus on data. And we draw sharp insights from your revenue data, empowering teams to manage their risk, find new revenue opportunities and build stronger, higher-performing businesses. Learn more about Voiro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Aestiva Webigami is a service that provides workflow solutions. Assembled to fit to your business processes. Learn more about Aestiva Webigami
Aestiva Webigami is a service that provides workflow solutions using low-code platforms. We automate purchasing documents like POs and PRs. HR documents like Leave Requests and On-boarding Checklists. AP documents like Invoice Approvals. Plus all of those other paperwork workflows you thought too costly to put on-line. Get advanced reporting, audit trails, workflow, app-less mobile and desktop compatibility, 24/7 cloud hosting, and more. For all your paperwork. Call today. Learn more about Aestiva Webigami

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Longview Close provides seamless integration with your systems, enabling you to shorten your consolidation process. Learn more about Longview Close
Longview Close provides seamless integration with your systems, enabling you to shorten your consolidation process. With Longview Close, you can eliminate manual input, create direct interfaces with all of your source systems, reduce risk and improve data integrity and achieve self-service reporting without IT involvement. Learn more about Longview Close

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Flowbiz is a charting, workflow and automation solution that processes any activity, for any industry, anytime and anywhere you want. Learn more about Flowbiz
Flowbiz is a powerful highly scalable charting, automation workflow and integration solution. Users can get their business processes moving fast and report on any activity, for any industry, anytime, anywhere. Flowbiz helps save time and cost, cloud-based, offers high security plus a pack of other features starting from $5 AUD for Designer for charting, $18 AUD for Tasker for semi-automation and $35 AUD for AutoTasker for full systems automation per user per month. Learn more about Flowbiz. Learn more about Flowbiz

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Asana is the easiest way to organize and manage all of your team's work. See why 9,000+ customers give Asana 4.5 out of 5 stars.
Asana is a workflow management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 114,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, enables project management & task collaboration that is redefining how teams work. Its easy-to-use interface, coupled with file sharing, Gantt charts, Kanban view, and work automation features have helped it quickly grow into a favorite business app for productivity. *2015 Google Marketplace App of the Year *2015 Microsoft O365 App of the Year *Gartner Cool Vendor 2015 - Project & Portfolio Management Learn more about Smartsheet

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Microsoft Visio is a diagramming solution that helps visualize data-connected business process flows, empower remote teamwork, and more
Microsoft Visio is a diagramming solution with a robust library of templates and shapes, data connectivity capabilities, and integrated collaboration tools to empower remote workers and teams anywhere. Create impactful visualizations using provided shapes and starter files. Edit diagrams stored online simultaneously with colleagues through a web browser to work with others anywhere securely and effortlessly. Even connect diagrams to real-time data to make decisions quickly. Learn more about Visio

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Founded in 2011, Zapier has helped over 1.8 million individuals and businesses with their automation needs.
Zapier connects the web apps SMBs use every day so you can save time, reduce tedious tasks, and focus on what matters most. Working with a larger team? Zapier for Companies offers collaboration and security features that let you bring the power of automation to your entire organization. In just a few minutes, you can set up automated workflows that connect over 4,000 of the most popular apps—no code required. Learn more about Zapier

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Our online diagramming application makes it easy to create and share workflow diagramss.
Visualize and improve your business processes using Lucidchart's workflow software. Create easy-to-follow workflow diagrams in minutes with our template library. From system design to brainstorming to project management, we support all of your communication and collaboration needs. That's why millions of users choose Lucidchart. Learn more about Lucidchart

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting. Learn more about Airtable

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Cloud Platform is a set of modular cloud-based services that allow you to create anything from simple websites to complex applications.
Google Cloud Platform is a set of modular cloud-based services that allow you to create anything from simple websites to complex applications. Learn more about Google Cloud Platform

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
The collaborative work management leader, helping organizations streamline and automate processes to accelerate speed to market.
Adobe Workfront is the leader in collaborative work management. Workfront connects the enterprise by integrating people, data, and processes with automation. Whether through project templates, streamlined review-and-approval workflows, codeless integrations, or process automations, Workfront provides the tools businesses need to improve organizational workflow and accelerate speed to market. Learn more about Adobe Workfront

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
The fastest, easiest, and highest value Workflow Management Software. Automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your dispatch, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Teamwork is the only platform built for scaling client work.
Teamwork is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate chaos, and understand profitability, all in one platform. Teamwork has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. Learn more about Teamwork

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
QuickBooks is an end-to-end accounting software that can grow with your business.
QuickBooks Online Advanced (Save 50%) is a cloud-based, all-in-one, accounting and business hub solution, designed for growing, small to mid-sized businesses. Get performance reporting with highly customizable tracking tools, automated workflows, and real-time revenue and cash flow management dashboards. Seamlessly integrate best-in-class Premium Apps like Salesforce and HubSpot (CRM), Bill.com (accounts payable), DocuSign, LeanLaw & more to expand your capabilities as your business needs grow. Learn more about QuickBooks Online Advanced

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
LiquidPlanner's transformative project management uses predictive scheduling to dynamically adapt to change and manage uncertainty.
LiquidPlanner is a project management solution for teams that want to plan, predict, and perform beyond expectations. It’s a new way to align your people, projects and priorities to ensure the right people are working on the right things at the right time. Predictive scheduling dynamically adapts to change and manages uncertainty, so you always know in real-time when work will be done. Rated the best software for complex projects by PC Magazine, smarter planning is a click away. Learn more about LiquidPlanner

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
UiPath is an RPA leader with solutions delivered to top companies wanting to automate and manage their business processes in one place.
The UiPath RPA delivers a powerful Workflow Designer that allows highly configurable workflow rules. Intuitive, flexible and easy to scale, depending on the volume of work that arises, UiPath handles any data stored in a structured format and can manipulate any application, just like a human. Users are able to set up logical graphical representation of workflow processes without any coding or scripting skills or use a powerful recorder to record workflows and enact them automatically. Learn more about UiPath

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Take the hassle out of contractor management for access requests, inductions, permits, SWMS, or any workflow to keep your facility safe
Keep your workforce compliance up to date in real-time. Take the hassle out of contractor management for access requests, inductions, permits, SWMS, or any workflow to keep your facility safe and secure. Trusted by JLL, Vodafone, GE, Comcast, DHL, Qantas and thousands of organisations globally. Learn more about Sine

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
BigTime is the engine empowering the greatest consulting firms on the planet to budget, track & bill their most important asset: time.
Consulting firms need more than just a timesheet. They need a system that unifies budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. BigTime gives your entire team the tools they need to deliver billable work on time and on budget, giving our customers an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue. Contact our sales team to learn how. Learn more about BigTime

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management
Build workflows that establish consistency, reliability, and reduce latency.
Discover the top workflow management solution purpose-built for services businesses with 50 to 5000+ employees. With Mavenlink, you can connect with existing systems, empower your teams, and infuse agility into your work with Mavenlink M-Bridge, a first in professional services. Mavenlink’s M-Bridge will enable your technology to work how your business works, leveraging your unique business processes so that your people can focus on what they do best. Learn more about Mavenlink

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management

Workflow Management Buyers Guide

What is workflow management software?

Workflow management software coordinates the flow of daily work tasks and ensures proper implementation of business processes. These systems provide a collaborative environment that lets users easily monitor and evaluate their processes.

Workflow management systems help businesses:

  • Coordinate multiple projects and team members.
  • Maintain accurate and up-to-date project and performance data.
  • Synchronize changes across multiple calendars (such as Outlook, Google Calendar, and iCal).
  • Test the effectiveness of business strategies.

The benefits of workflow management software

  • Efficient approval management: In today’s collaborative business environment, almost all processes involve approval management. This means that lags in the approval process result in process delays and reduced efficiency. Workflow management software automates various stages of the approval process by letting users submit approval requests, assign approvers, and set deadlines. Upon creation of approval requests, these systems automatically send email notifications to the responsible parties.
  • Effective process collaboration: Most workplace processes involve teamwide collaboration, cross-departmental collaboration, and cross-organizational collaboration. Managing these multi-method collaboration processes manually is time consuming, and burdensome. Workflow management systems help users design, customize, and monitor their collaborative processes with the help of custom forms, process flows, portals for process change requests, and approval management.
  • Improved visibility of team performance: Workflow management software serves as a centralized storage location for process-related data, including ongoing tasks, pending and completed approvals, and completed tasks. Using this information, workflow management systems create reports on process performance within a business. Managers can also implement KPIs for their team members and assess employees on predefined attributes, such as timeliness and efficiency.

Typical features of workflow management software

  • Business process automation:  Design process workflows using a drag-and-drop interface. Users can add forms to capture data for each step of the process.
  • Task management:  Create standard task lists and checklists for different process stages, and track real-time task progress.
  • Workflow configuration: Sequence stages (e.g., approval, review, etc.) within a process, and design process flows.
  • Access controls/permissions:  Manage data access for individuals or groups based on their hierarchy or department.
  • Approval process control: Manage approvals at various stages; responsible parties are notified when approval requests are generated.
  • Calendar management: Track due dates for activities and tasks using a calendar. Users can sync this information with calendar solutions such as Outlook and Google Calendar.

Considerations when purchasing workflow management software

  • Reporting and analytics: Workflow management software eases managerial workloads by providing real-time performance reports on various process stages, such as in-progress, review, and approval. These systems can also provide insights on process improvement by helping users identify bottlenecks and eliminate redundancies. Software-generated reports also track and show individual and team performance, helping managers design training plans. Businesses should clearly define their reporting and analytics needs, and evaluate workflow management tools accordingly.
  • WYSIWYG form designer: Process data lies at the core of workflow management systems. This data not only ensures the quality of deliverables at each step, but also provides users with meaningful performance improvement insights. This means that efficient data capturing is vital for workflow management software. WYSIWYG (what you see is what you get) form designers let users create forms with custom fields, fonts, formats, and layouts. This functionality also allows users to implement process logic (for example, based on a specific form selection, one process is automatically forwarded for approval), and ensures that mandatory fields are completed at each stage. Businesses with inadequate data capturing capabilities should look for workflow management systems that offer this functionality.
  • Machine learning is driving automation in workflow management:  Machine learning helps users design workflows and processes with minimal human involvement. Machine learning-enabled solutions help marketers create automated workflows for their campaigns, and let other users create automated task lists and process forms for each process stage. The adoption of machine learning among small and midsize businesses (SMBs) is growing. Our research found that 53% of SMBs are currently using or plan to use this technology in their businesses within the next two years. 
  • Chatbots will play a bigger role in workflow management software: Chatbots are conversational interfaces that simulate human communication and assist users with basic functions. Chatbots let users automate tasks with the help of written instructions. As an example, users can instruct a chatbot to create a new workflow or task within a process without manually navigating through the solution. With increasing chatbot adoption among SMBs , expect to see more chatbot-enabled features in workflow management systems in the next few years.