Best Workflow Management Software

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.

Scoro is designed for agencies, consultancies, and other professional service businesses to help them optimize operations, manage resources, and run profitable projects with minimal effort. With Scoro, you cover the whole project lifecycle in a single system: - Estimating and budgeting - Timeline and resource planning - Profit and progress tracking - Billing and payment monitoring All this data feeds into powerful reports, providing you insights into project performance, capacity and utilization, financial metrics, and more. By consolidating data, Scoro empowers you to gain visibility into their business, standardize workflows, maximize efficiency, and ultimately boost profitability.

Ultimus is the leading global provider of low-code digital process automation and BPM technology. Ultimus solutions automate and optimize business processes in order to solve mission-critical and everyday business challenges. With a unique and dedicated focus on business process effectiveness, Ultimus solutions not only increase efficiency, lower costs, and control risk - they help companies increase revenue and improve customer relationships. The Ultimus Digital Process Automation Suite is a comprehensive, integrated suite of technologies purpose-built to meet the demands of the modern digital enterprise. The Ultimus DPA Suite speeds the delivery of workflow and maximizes business agility, effectiveness, and efficiency by enabling seamless, enterprise-scale, end-to-end process automation – across all devices, regional permutations, and use cases – both within an organization, as well as with customers, suppliers, and partners outside an organization.

Axelor is an Open Source business application suite that reinvents enterprise management. Built on a Low Code/No Code approach, it natively integrates key tools for digital transformation: ERP & CRM, BPM & workflows, BI & Analytics, web portals & CMS. The Axelor platform offers over 1500 ready-to-use connectors. Axelor provides specialized ERPs designed for various sectors: Industry & Manufacturing: Axelor Factory Services, Consulting & Construction: Axelor Service Retail & Distribution: Axelor Commerce Low Code Platform: Axelor Platform Enjoy a modern design and intuitive navigation. Unlike traditional management solutions, Axelor combines ease of use, simplicity and efficiency. Discover a new approach for an unequalled flexibility. Thanks to the integrated BPM, you can adapt in real time, with simple configurations and very few custom developments your application to business changes.

Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.

Iris Works is an intuitive studio management system built for photographers. Get organized and save time with online booking and automated emails, invoicing, contracts and questionnaires.

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

Automate your business processes with the generic system from VobeSoft. Set up your CRM, workflow, and other processes according to your own wishes.

For IT Leaders in regulated industries, BP Logix' low-code automation platform streamlines complex workflows and ensures compliance for your most critical processes. Originally built as a BPM Platform, BP Logix drives greater efficiency than competing low-code platforms with parallel processing, always-on audit tracking to give you world-class compliance, and easily handles complexity. With BP Logix, you can achieve operational excellence by streamlining complex business processes. Save employee time, and maximize resources with our robust and flexible low-code platform. Eliminate risk and compliance headaches with audit trails, electronic signatures, and user access permissions. And connect your organization from application to person to process with our enhanced integrations capabilities.

Gravity is a multi-platform (IBM i, Windows, Unix, Linux) Project and Workflow Management software for any organization or a development team that desires easy, fast and visible management of various projects and development processes. Gravity supports process automation and helps to streamline all changes taking place within your organization – regardless the methodology and terminology you use. What makes Gravity different from other workflow management solutions is the possibility of tailoring workflow according to users’ specific needs, with their own, personalized activities (like sending an e-mail or managing a calendar, or more complex steps like starting a build on the build-server, enforcing users to enter sign-off information). Gravity work management is very simple to use and it enables users to manage all activities with only one solution.

Vonigo helps streamline the field service management process from end-to-end. We offer a unified suite of configurable cloud-based modules including; scheduling, online booking, work order management, estimating, dispatch, routing, CRM, invoicing, payments, reporting, and more all accessible over the internet from any desktop or mobile device. Millions of jobs have been booked and managed with Vonigo. Join us for a Free demo today.

OptimumHQ is the leading business solution platform that allows you to rapidly create custom business solutions for complex business problems. Due to our platform’s scalability, each configuration is relatively quick and simple to implement for each client. Because of this, we are able to deliver custom solutions in a matter of days or weeks instead of months or years. That's pretty powerful. With other software, you have to change your business processes to fit their solution, with no options for customized features. OptimumHQ is here to change that.

VendorPanel's Nimblex creates cloud-based, low-code configured or off-the-shelf business process management solutions to automate, manage and track each procedure story. We configure a Core system to individual requirements, and we deliver without extensive lead times or big budgets. Nimblex delivers on all management, compliance and reporting needs as well as providing seamless integration with other platforms. Feature-rich and flexible, solutions include: Procurement Management, Contract Management, Safety Management, Project Management, Freedom of Information, Quality Assurance, and more.