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Workflow Management Software

Workflow Management software coordinates the flow of work and ensures changes are properly implemented.

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Asana for Workflow Management. Create processes that run themselves, so your teams can make an impact faster. Learn more about Asana
Asana transforms Workflow Management with AI-powered features that streamline your workflows, deliver insights, and enhance teamwork. Manage tasks, track performance, and adapt quickly to changing priorities. With project templates, goal management, and automated progress tracking, Asana ensures your team achieves its goals faster. Use AI-driven insights to optimize resource allocation. Whether managing campaigns, onboarding, or product launches, Asana empowers your organization to work smarter. Learn more about Asana

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Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Learn more about Kissflow
Unlike many traditional workflow automation tools with rigid structures, Kissflow is simple and scalable. Make edits to your workflows on the go without requiring complex reconfiguration. Kissflow does not just automate individual workflows and tasks. It orchestrates entire processes, allowing businesses to connect various workflow stages and have a holistic view. Learn more about Kissflow

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The issue tracker designed for agile teams. An agile project management tool that can be customized to your business processes. Learn more about YouTrack
Developed by JetBrains. YouTrack is a tool to manage your projects, configure agile boards, use reports and Gantt charts, dashboards and time tracking. Track tasks and issues, support customers requests, plan sprints and releases, create workflows, and never force your process to fit the limits of a tool again! YouTrack speaks your language, supports markdown and emoji-reactions. YouTrack is flexible enough to follow your exact process! Cloud or Standalone. Free for 10 users. Learn more about YouTrack

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Print operations can be enhanced by using tFLOW, a powerful digital workflow automation and customer service solution. Learn more about tFLOW
Aleyant tFLOW simplifies difficult file management tasks to optimize efficiency and production throughput , by providing online preflighting and collaboration, automatic proof creation, file submission, asset and project management, file fixing, automatic prepress, color management, imposition and reporting. Learn more about tFLOW

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Unifocus technology offers best-in-class workforce management tools that empower managers to make smarter, faster decisions. Learn more about Unifocus
Unifocus is a global leader in hospitality workforce management technology, serving over 1,500 properties in 68 countries and 31 languages. Designed for hotels, Unifocus boosts hotel performance with intelligent analytics that automate labor budgeting and forecasting, delivering precise staffing levels and workloads by streamlining Planning & Scheduling, Time & Attendance, and Operations Management tools. Employees love the mobile app for seamless communication, with features like effortless shift swaps using the award-winning Shift Genius, and real-time prioritization of guest requests, housekeeping and maintenance tasks. Operational efficiency is accelerated with compliance alerts that allow managers to focus on what truly matters: maximizing guest satisfaction and fostering a productive, engaged workforce. Discover the future of hotel operations with Unifocus. Visit Unifocus.com today. Learn more about Unifocus

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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

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GoodDay is a work management platform for project, task, product, time, and team management and productive, transparent collaboration. Learn more about GoodDay
GoodDay is a work, project, product, task, time, and team management platform that gives organizations the best tools for high-level planning, aligned with their day-to-day work, and for continuous improvement of all processes based on transparency, accountability, agility, and recognition. Learn more about GoodDay

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Fluix is a platform to streamline the document flow and communication between your mobile workforce, customers and back office. Learn more about Fluix
Fluix is a no-code, simple-to-use software solution that helps companies to digitize documents and automate routine tasks, all in one place. We solve the pain points of office and field teams who want to deliver faster and gather secure, reliable data while keeping safety and compliance as top priorities. Fluix can be accessed through its native app for iOS, Android or any web browser. Help your team become more productive and make your business more efficient. FOR TEAMS OF 10+ USERS. Learn more about Fluix

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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. Combined with Interfacing’s industry leading digital Integrated Management System (IMS) it’s flagship product EPC, will significantly strengthen collaboration within IT development and operations. 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

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United Arab Emirates Local product
flowdit is an inspection software, helping companies when it comes to quality management, regulatory compliance and resource allocation Learn more about flowdit
flowdit epitomizes innovation in quality management and regulatory compliance, offering an advanced inspection solution that streamlines operations for accuracy and efficiency. Its user-friendly interface propels businesses in diverse industries towards operational excellence, enhancing productivity and optimizing resources. By replacing outdated text-based instructions with dynamic image and video guides, alongside multi-lingual support, flowdit drastically reduces process creation times and accelerates new employee training. This empowers teams with intuitive tools that simplify complex procedures, ensuring high standards of quality and compliance. Enjoy seamless integration, customizable features, and real-time insights with flowdit, your partner in setting new benchmarks for digital transformation in the workplace. Learn more about flowdit

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A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.
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

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Jira is a fully-featured workflow management tool for every team that helps plan, build, support, and market great products.
Jira is the workflow management tool for teams planning, building, and supporting great products. Thousands of teams choose Jira to organize work, assign tasks, follow team activity, and deliver their biggest ideas together. Jira is the #1 tool recommended by agile teams to get the job done. Learn more about Jira

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Basecamp is a team collaboration system designed to be straightforward, easy for teams to adopt, and perfect for team managers.
The Basecamp Way of working is used by thousands of teams that like to get work done without distractions and inefficiencies. Basecamp is opinionated about how work should flow, making it easy for teams to adopt and perfect for managers who want to get everyone in sync. Basecamp includes all tools that teams may need to collaborate, including file sharing, messages, chat, to-dos, and Card Table. Don't just take our word for it - see what people are saying, and give it a try with a free trial. Learn more about Basecamp

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Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system! Learn more about Zoho CRM

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monday.com Work OS is the fully customizable, collaborative, no-code work management platform built to optimize all types of workflows.
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

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Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Over 3 million teams have joined. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week! Learn more about ClickUp

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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

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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

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A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base.
TaxDome is the operating system for your practice, replacing a dozen separate tools. Automate repetitive tasks, manage resources effectively, and collaborate seamlessly with your team. Features like workflow automation, AI-powered reporting, and a robust CRM empower you to achieve operational excellence. Deliver a superior client experience with a secure client portal for easy document exchange, proposal approvals, and e-signatures. Secure chats, encrypted emails, and two-way SMS ensure smooth communication. Stay connected wherever you are with our dedicated mobile apps, designed to keep you and your clients in sync and engaged. Simplify revenue operations and accelerate cash flow with flexible payment options through TaxDome's integrations with Stripe and CPACharge. Track billable time, set up recurring invoices, and handle payments seamlessly. With TaxDome, you’re not just managing your practice - you’re elevating it to new heights of efficiency, growth, and client satisfaction. Learn more about TaxDome

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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 6,000 of the most popular apps—no code required. Learn more about Zapier

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Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals.
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

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Notion is an all-in-one workspace for notes, workflow management, and strategic planning, enabling teams to collaborate efficiently.
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

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Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions.
Trusted by over 25 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 200+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more. Learn more about Jotform

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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

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Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, project & portfolio management, and more – all with the power of AI built-in. Central IT leaders deploy Airtable as a citizen development platform that empowers business users to build their own AI-powered applications. That’s why more than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable for collaborative work management and citizen development to help transform how work gets done. The result? Faster innovation, happier customers, enterprise governance, and a modern work experience for teams and departments. Get the free edition today at airtable.com Learn more about Airtable

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Workflow Management Software 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.