Workflow Management Software
- Filter Results
Breakout
Software Description: Breakout is a no-code workflow automation software that simplifies business process management (BPM) and recurring workflows. With 100+ customizable process templates, including Client Management and Expense Management, it boosts efficiency, reduces manual work, and integrates seamlessly for enhanced workflow automation.
Features
No-Code Workflow Automation
100+ Prebuilt Templates
Seamless Integrations
Process Tracking & Optimization
Pros
- User-Friendly Interface
- Extensive Template Library
- Seamless Integrations
Cons
- Limited Advanced Features
- Learning Curve for Complex Workflows
- Pricing Structure
CrewSnap
Software Description: CrewSnap is an innovative software platform tailored for staffing firms, streamlining operations with centralized workflows, AI-driven resume branding, and a custom client portal. It eliminates inefficiencies, enhances collaboration, and simplifies decision-making, all within a user-friendly interface.
Features
Centralized Workflow Management
AI-Powered Resume Branding
Custom-Branded Client Submission Portal
Streamlined Candidate-Client Interaction
Pros
- Comprehensive Task Management
- Enhanced Candidate Presentation
- Supportive Implementation Team
Cons
- Software Glitches and Lag
- Higher Cost Compared to Competitors
- Steep Learning Curve
ICS Flow
Software Description: ICS Flow, formerly PICS, is a comprehensive workflow automation platform featuring CRM, billing, scheduling, and reporting tools. It streamlines processes, boosts productivity, and delivers valuable insights through dashboards and reports. With ExecuReports, it simplifies monthly financial reporting, empowering businesses to focus on growth.
Features
Workflow Automation
Customer Relationship Management (CRM)
Billing and Collections
Automated Communication
Pros
- Comprehensive Feature Set
- Workflow Automation
- User-Friendly Interface
Cons
- Pricing Transparency
- Integration Limitations
- Customer Support Response Time
smartQ
Software Description: smartQ is a visual task management tool that helps teams manage tasks, issues, and tickets. It offers customizable workflows, ticket fields, roles, and reports, as well as automation. With integrations to Gmail, Outlook, Slack, and more, smartQ supports seamless collaboration via iOS, Android, and web apps.
Features
Customizable Workflows
Ticket Automation
Integrations with Popular Tools
External Access for Non-Registered Users
Pros
- Ease of Use
- Effective Task Assignment
- Organizational Efficiency
Cons
- File Upload Process
- Limited Cloud Storage
- Basic Mobile App
Magnetic
Software Description: Magnetic is an all-in-one workflow management platform built for agencies and professional services firms. It combines project management, account management, time tracking, billing, HR, and resource scheduling into a single system. Magnetic helps businesses manage projects smarter, delivering results on time and within budget.
Features
Comprehensive Project Management
Time Tracking and Billing
Resource Scheduling and HR Management
Business Analytics and Reporting
Pros
- Comprehensive Feature Set
- Ease of Use
- Real-Time Analytics and Reporting
Cons
- Limited Customization
- Learning Curve for New Users
- Integration Limitations
Ravetree
Software Description: Ravetree is a comprehensive work management solution that combines project management, resource planning, time and expense tracking, digital asset management, and CRM functionalities into a single platform. Its intuitive interface enhances team collaboration and operational efficiency. With free training and support, Ravetree ensures a seamless user experience.Ravetree is an award-winning work management platform designed for project-driven organizations. It integrates project management, resource planning, time and expense tracking, digital asset management, and CRM into a single, user-friendly interface. This consolidation enables teams to work more efficiently, stay informed, and reduce time spent searching for information. Ravetree's intuitive design facilitates seamless communication and collaboration among team members and clients. By eliminating the need to switch between multiple applications and duplicate data entries, it serves as a single source of truth, optimizing operations and providing a comprehensive overview of all projects and resources. Additionally, Ravetree offers free training, setup, and customer support, ensuring a smooth onboarding experience and ongoing assistance for all users.
Features
Project Management
Resource Planning
Time & Expense Tracking
Integrated CRM
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Responsive Customer Support
Cons
- Learning Curve
- Limited Customization
- Integration Options
shopVOX
Software Description: shopVOX is a web-based management solution for custom fabricators, providing tools for sales tracking, quoting, job management, scheduling, and QuickBooks integration. It streamlines operations for businesses like sign and print companies.
Features
Comprehensive Job Management
Integrated Quoting System
Online Proof Approvals
QuickBooks Integration
Pros
- Versatile Scheduling Options
- Robust Pricing Templates
- QuickBooks Sync
Cons
- Learning Curve
- Customization Limitations
- Pricing Structure
ApprovalMax
Software Description: ApprovalMax is a B2B software platform that automates approval workflows for bills and invoices. It integrates with Xero, QuickBooks Online, and Oracle NetSuite, improving efficiency in accounts payable and receivable functions. The platform helps businesses streamline financial controls and maintain compliance.
Features
Automated Approval Workflows
Seamless Integration
Multi-level Approval
Robust Reporting & Analytics
Pros
- Streamlined Approval Processes
- Ease of Use and Setup
- Integration Capabilities
Cons
- Email Notification Requirements
- Limited Automation Features
- Reporting Limitations
Jestor
Software Description: Jestor is a no-code platform for building internal tools effortlessly. It features customizable workflows, smart kanbans, super forms, and over 50 ready-to-use templates. With 330+ native automations, Jestor streamlines processes for construction, manufacturing, and supply chain management, enabling teams to work smarter and faster.
Features
Customizable Workflows
Super Forms & Smart Kanbans
330+ Native Automations
Pre-Built Templates & Internal Apps
Pros
- Comprehensive Toolset
- User-Friendly Interface
- Customizability
Cons
- Pricing Model Confusion
- Action Limitations
- Interface Intuitiveness
Oracle Aconex
Software Description: Oracle Aconex is a construction management platform connecting teams for improved visibility, control, and reduced risk. It offers tools for design coordination, cost management, document handling, and field operations. With configurable workflows and secure compliance, it ensures seamless collaboration and fast ROI.
Features
Secure Document Management
Integrated Cost Management
Model Coordination
Quality and Safety Processes
Pros
- Robust Document Management
- Collaboration and Visibility
- Customizable Workflows
Cons
- Steep Learning Curve
- Performance Speed Issues
- Complex User Interface
Grid
Software Description: Grid is a no-code platform that enables enterprises to build and deploy internal tools for frontline operations. With mobile apps, offline access, and real-time dashboards, it streamlines data collection, boosts productivity, and provides deep insights across industries like logistics and manufacturing.
Features
No-Code App Builder
Offline Mobile Access
Real-Time Dashboards & Reporting
Cross-Industry Adaptability
Pros
- Intuitive No-Code Interface
- Offline Mobile Access
- Robust Dashboard and Reporting Tools
Cons
- Initial Learning Curve
- Data Retrieval Issues
- Complex Reporting Requirements
PandaDoc
Software Description: PandaDoc is a powerful document automation solution for creating, managing, and eSigning proposals, contracts, and quotes. With reusable templates, CRM integration, and real-time tracking, businesses streamline workflows and close deals 20% faster. Trusted by 50,000+ companies, PandaDoc simplifies document management.
Features
eSignatures & Document Automation
Customizable Templates & Branding
Seamless CRM & App Integrations
Real-Time Document Tracking & Analytics
Pros
- Ease of Use
- Integration Capabilities
- Real-Time Document Tracking
Cons
- Limited Customization
- Occasional Technical Issues
- Learning Curve for Advanced Features
Leankor
Software Description: Leankor is a project management solution that enhances team collaboration through intuitive, visual tools. It provides real-time insights into project health, helping to protect gross margins, ensure timely delivery, and improve customer communication. Its hybrid approach supports various work methodologies, offering flexibility to meet diverse project requirements.
Features
Real-Time Dashboards
Flexible Work Methodologies
Resource Management
Risk and Issue Management
Pros
- User-Friendly Interface
- Enhanced Team Collaboration
- Comprehensive Feature Set
Cons
- Occasional Performance Lag
- Learning Curve for New Users
- Limited Customization Options
OnitX CLM
Software Description: OnitX CLM simplifies contract management by centralizing all contracts in one repository and automating the entire lifecycle—from creation to execution. It reduces risk, boosts compliance, and streamlines workflows for faster, smarter contract handling and better team collaboration.
Features
Centralized Contract Repository
End-to-End Lifecycle Automation
Advanced Workflow Management
Post-Execution Management & Compliance
Pros
- Comprehensive Contract Management
- User-Friendly Interface
- Robust Integration Capabilities
Cons
- Steep Learning Curve
- Manual Updates for Requirements
- Limited Reporting Tools
Wavity
Software Description: Wavity simplifies business by enabling quick digital workflow creation with no coding required. Our platform supports IT, HR, Sales, and custom workflows, powered by zero-code design and RPA wBots. With cost-effective pricing and a mobile-first design, Wavity streamlines operations and enhances user experience.
Features
Zero-Code Application Designer
Robotic Powered Automation (RPA) wBots
Mobile-First, UX-Driven Design
Cost-Effective SaaS Pricing
Pros
- Zero-Code Application Designer
- Robotic Powered Automation (RPA) wBots
- Mobile-First, UX-Driven Design
Cons
- Learning Curve
- Integration Limitations
- Pricing Structure
WorkflowGen
Software Description: WorkflowGen is a leading digital process automation solution for designing and deploying process-driven web and mobile apps. Featuring low-code tools, GraphQL API, and integrations like Office 365, SAP, and Teams, it helps organizations streamline workflows. Trusted globally since 2003 for business process automation.
Features
Low-Code Workflow Automation
High Customization
GraphQL API and Webhooks
Mobile and Web Deployment
Pros
- User-Friendly Interface
- Rapid Workflow Development
- Flexible Integration Capabilities
Cons
- Occasional Mobile App Connectivity Issues
- Complexity for Small Companies
- Learning Curve for Advanced Features
Geekbot
Software Description: Geekbot helps teams streamline standups, surveys, and retrospectives in Slack and MS Teams. Trusted by over 170,000 users, it saves time on meetings and reporting while tracking team sentiment and flagging issues. It works across time zones, automating workflows for better team alignment.
Features
Asynchronous Standups and Retrospectives
Time Zone Awareness
AI-Powered Insights
Seamless Integration
Pros
- Saves Time on Meetings
- Efficient Reporting
- Time Zone Flexibility
Cons
- Limited Customization
- Bot Interaction Complexity
- No Advanced Analytics
Trello
Software Description: Trello is a visual collaboration platform that organizes tasks and projects into intuitive boards. Suitable for teams of any size, Trello integrates with 100+ tools like Slack and Jira, ensuring seamless workflows. With flexible plans and fun customization options, Trello powers global productivity across industries.
Features
Visual Boards, Lists, and Cards
Customizable Workflows
Integration with Over 100 Apps
Automation with Butler
Pros
- User-Friendly Interface
- Customizable Workflows
- Integration with Over 100 Apps
Cons
- Limited Advanced Features
- Scalability Concerns
- Dependency on External Integrations
GoFormz
Software Description: GoFormz lets businesses digitize and automate forms—no coding needed. Users can add eSignatures, checklists, and calculations while integrating with Salesforce, Procore, and Google Suite. Forms work offline on mobile devices, enabling real-time data collection and automation for streamlined approvals, payroll, and compliance.
Features
No-Code Digital Form Builder
Mobile-Friendly & Offline Access
Automated Workflows & Integrations
Real-Time Data & Custom Reporting
Pros
- Ease of Use
- Efficiency in Data Collection
- Seamless Integration
Cons
- Form Building Complexity
- Limited Export Options
- Hardware Compatibility Issues
Filestage
Software Description: Filestage is an intuitive review and approval platform that helps teams collaborate on documents, videos, designs, and more. It streamlines feedback collection, tracks approvals, and integrates with tools like Slack and Microsoft Teams. Used by brands like Siemens and Lufthansa, Filestage ensures faster, more organized workflows.
Features
Automated Review Workflows
Centralized Feedback & Approvals
Real-time Status Tracking
Seamless Integrations
Pros
- Ease of Use
- Efficient Collaboration
- Â Centralized Feedback
Cons
- Learning Curve
- Limited Customization
- Notification Management
ProWorkflow
Software Description: ProWorkflow is a project management software designed for businesses of all sizes. It helps teams track tasks, allocate resources, and manage projects with built-in invoicing and time tracking features. With mobile access and strong security, ProWorkflow keeps projects organized and teams on track, even on the go.
Features
Task Allocation
Time Tracking
Custom Templates
Mobile Access
Pros
- User-Friendly Interface
- Excellent Customer Support
- Customizable Features
Cons
- Limited Reporting Options:
- Learning Curve
- No Native Calendar Integration
Teamleader
Software Description: Teamleader is an all-in-one work management software that combines CRM, project management, and invoicing to streamline operations. It centralizes data, automates workflows, and offers deep business insights. Trusted by 60,000+ users, Teamleader helps businesses stay organized, efficient, and focused on growth.
Features
Integrated CRM
Project Management
Invoicing & Billing
Workflow Automation
Pros
- Ease of Use
- All-in-One Solution
- Customer Support
Cons
- Limited Customization
- Performance Issues
- File Upload Limitations
Hubstaff Tasks
Software Description: Hubstaff Tasks is an agile project management tool that helps teams boost productivity. With sprints, detailed tasks, timelines, and kanban workflows, it automates processes for better efficiency. Paired with Hubstaff time tracking, it ensures streamlined project and task management for improved business operations.
Features
Kanban-Style Workflows
Automated Processes
Focused Sprints
Integration with Hubstaff Time Tracking
Pros
- Intuitive User Interface
- Seamless Integration with Hubstaff Time Tracking
- Effective Kanban-Style Workflows
Cons
- Limited Advanced Features
- Pricing Concerns
- Learning Curve for New Users
OpusFlow
Software Description: OpusFlow is an all-in-one ERP solution for the installation industry, streamlining processes like CRM, invoicing, planning, and project management. Designed for efficiency, it includes industry-specific tools for solar panel and HVAC installations, such as PV design and heat pump calculations, optimizing workflows and boosting productivity.
Features
Comprehensive Project Management
Industry-Specific Workflow Automation
Integrated CRM & Customer Portal
Advanced Calculation & Quotation Tools
Pros
- Comprehensive All-in-One Solution
- Cost Transparency
- User-Friendly Interface
Cons
- Developmental Bugs
- Delayed Development Timelines
- Occasional System Bugs
HOLO
Software Description: HOLO is a smart contract management module that automates contract workflows, tracks lifecycles, ensures compliance, and reduces risks. With AI-powered queries, analytics, and centralized storage, HOLO helps organizations efficiently manage supplier contracts from creation to renewal.
Features
AI-Powered Contract Queries
Automated Lifecycle Management
Risk & Compliance Intelligence
Real-Time Analytics & Reporting
Pros
- User-Friendly Interface
- AI-Powered Functionality
- Comprehensive Contract Lifecycle Management
Cons
- Limited Public Pricing Information
- Lack of Free Trial
- Limited User Reviews
Table of Contents
Log In