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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 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 135,000 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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Kissflow is a low-code application development platform that brings business users and IT closer to simplifying work management and DT. Learn more about Kissflow
Kissflow is a low-code application development platform that brings business users and IT closer to simplifying work management and dramatically accelerating digital transformation. It is the only low-code platform built for multiple personas and has the right blend of simple and powerful features. Kissflow is trusted by global brands across 160 countries for building custom multifunctional apps, process automation, issue tracking, and project management. Learn more about Kissflow

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Lokulus is a technology platform delivering business process automation tools to consumer-focused businesses Learn more about Lokulus
Lokulus is a technology business providing AI driven process automation to consumer-focused businesses. Our platform empowers organisations to intelligently manage and adapt automated workflows as the needs of their organisation develop and grow. We're a trusted independent advisor, partnering closely with clients to grasp their unique challenges. Our solutions are tailor-made, leveraging our expertise and technology, ensuring the perfect fit for your organisation. Learn more about Lokulus

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. 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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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 18 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, 100+ 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

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes.
Google Cloud Platform is cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes in all industries. Google Cloud Platform offers a scalable data warehouse powered by cloud storage and machine learning, as well as relational databases for transactions, complex queries, and more. New customers get $300 in free credits during the first 90 days after exhausting free usage which is available across 20+ different products. Learn more about Google Cloud

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Miro is a visual workspace for innovation that enables distributed teams of any size to dream, design, and build the future together
Miro is #1 visual workspace for teams of any size, trusted by over 70 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 300+ templates and interactive frameworks to start collaborating quickly with your team. Learn more about Miro

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
The collaborative work management leader, helping organizations streamline and automate processes to accelerate speed to market.
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. 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 workflow and accelerate speed to market. Learn more about Adobe Workfront

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
PandaDoc® is an all-in-one tool to create, edit, send, track, and eSign all your business documents quickly and easily.
PandaDoc® is an all-in-one tool to create, edit, track, and eSign business documents quickly and easily. Discover a better way to generate professional-looking documents. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflow, speed up the pipeline, and win more deals! Learn more about PandaDoc

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
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

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking
Teamwork.com is the only platform built for scaling client work. The best balance of functionality, price, and ease of use.
Teamwork.com is the only platform with best-in-class client operations combined with easy-to-use project management that teams love. Deliver work on time and on budget, eliminate client chaos, and understand profitability all in one platform. Teamwork.com has more than 20,000 customers worldwide with a global team of over 350 employees. With Teamwork.com, you'll be able to track every detail, inspire team collaboration, and have full visibility into performance and profitability. Learn more about Teamwork.com

Features

  • Approval Process Control
  • Workflow Configuration
  • Access Controls/Permissions
  • Collaboration Tools
  • Reporting/Analytics
  • Graphical Workflow Editor
  • Document Management Software
  • Compliance Tracking
  • No-Code
  • Task Progress Tracking

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.