Best Workflow Management Software for Mac

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.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

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.

Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.

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.

iGrafx enables true business transformation by helping organizations continuously improve their processes. An integrated intelligence platform is critical for achieving continuous process improvement. Today’s complex processes involve multiple departments, systems, and stakeholders, making it hard to understand the entire process ecosystem. Without a holistic view, it can be difficult to assess what’s actually going wrong and which potential solutions are most effective. Unlock the power of process intelligence with the Process360 Live platform, bringing together process mining, design and simulation. Streamline processes, identify bottlenecks, and optimize workflows to get more done and create higher quality products with the same amount of resources. Keep volume, pace and quality stable while decreasing financial investment through process optimization and improved resource allocation.

ELMA365 is a business process-based platform for Low-Code App Development. The platform has a variety of preset apps like Compliance Management, Workflow Management, Digital Workplace, CRM, Document Management and more that allow a quick and easy start. ELMA365 can bridge various enterprise software solutions using open API for integrations. The workflows and apps are created by business experts with simple drag-and-drop tools. The platform is highly scalable and allows adding business-specific features with Typescript code. Training and delivery of the project can be done within a month, and enables teams to work in sync.

Front’s powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours. We bring together your core support channels in one intuitive, AI-powered workspace where your team can build collaborative workflows across the entire customer lifecycle. As your customer base and their needs grow, Front AI and customer intelligence serves up the efficiency and insights needed to keep your entire organization customer-first, every day. Plus, we care as much about our customers as you do yours: we provide industry-leading service to our entire customer base, regardless of your team size.

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.

Streamline your ad ops workflows, saving your teams hours of time in setting up and managing campaigns. Integrate with multiple ad servers, custom ad servers, and all your downstream tech stack. Voiro abstracts away the complexity so you don’t have to worry about it. Empower your teams with data, alerting them to growth opportunities, revenue at risk, and a wealth of reports. Helping them truly grow your business. Turn revenue from lagging to a leading indicator with real-time, accurate projections of revenue across all your channels, business streams, and systems. Cut your monthly accounting and billing cycles down to minutes with Voiro’s real-time revenue reconciliation. Automate and configure revenue reports compliant with most popular ERP systems, backed by Voiro’s accuracy guarantee. Get complete visibility into your business with Voiro’s APIs that push revenue numbers into all your downstream systems.

Through StaffNet’s portal, you can create schedules in minutes, receive updates from jobs from your remote teams in realtime, collaborate with your team by tracking ongoing projects & deadlines, produce reports and so much more. Ditch the paper, files and filing cabinet, and keep your employees files safely stored online in our secure cloud-based system. Work smart, not hard. This intuitive feature allows you to keep track of all the different inventories you have in various locations. Welcome to the first flat-rate scheduling and workflow management tool. Save 5+ hours a week with our simplified automations and workflows to manage your day-to-day operations.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo.

All industries, organisations, people and systems have goals to be achieved or maintained. Whitestein's outcome-driven process solutions are designed to be driven by goals to match the real world, with intelligence, efficiency, and transparency. Banking and asset management companies all have certain business outcomes that must be achieved, both on the micro and macro level. LSPS Financial Services Case Management Framework provides the solutions that are specifically oriented to achieving these outcomes. Whether the solution encompasses the entire client lifecycle, or simply a single component of it, LSPS' unique software is model-driven, driving each process to achieve the specified business outcomes, all the while adapting to unexpected disruptions.

Reliable planning, optimal processes, and perfect administrative management. Do you rent out high-quality equipment and accessories of any kind? Then the rental software PM II RENT will help you with quick and reliable disposition, perfectly supports your article management, and reduces the effort for the creation of all accompanying documents to what is necessary. If desired, the program automatically takes over the inquiries from your website or from your web shop and generates or updates the master data of your prospects and customers. Order planning and processing in the simplest form. Perfect rental software for your success! The company software PM II RENT enables optimal control around the rental business of various product groups. Manage your article master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs.

Office organization and planning must function simply and efficiently. The entire company administration should run naturally and routinely in the background. Transparent data and processes in your ERP software PM II help to better evaluate the performance of your company. A consistent, exact, and up-to-date database of your business software gives you the security of being able to make well-founded decisions more quickly and structure your project management clearly. The company software PM II enables optimal control in classic service companies. Manage your service master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs. Individual price scales are the basis of automated price calculation. All relevant data of your customers, suppliers, interested parties, and employees come together in the address management of PM II.