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Workflow Management Software

Discover the best Workflow Management Software for your business, curated exclusively by Goodfirms.

Workflow software can perform a series of automated actions in business processes to improve efficiency and focus, ensuring error-free outcomes of predefined business goals. The best workflow software can help businesses streamline the complete workflow process and upsurge the business’ productivity and profits.

What is Workflow Management Software?

A workflow management system is a comprehensive collection of software tools designed to automate, simplify, streamline, and control various workflow tasks and processes. It helps bring all the team members, managers, and other stakeholders on a unified platform for better communication, accountability, teamwork, collaboration, and tracking. With the right workflow tool in place, you can organize your business processes and resources into a systematic framework. It boosts profits by enhancing the speed and efficiency of not just people but the overall business operations.

What Are the Essential Features to Look for in Workflow Management Solutions?

The typical features of workflow management systems include:

  • Business process automation
  • Workflow configuration
  • Project management
  • Idea management
  • Forms management
  • Process and task tracking
  • Productivity tracking and timesheets
  • Task management
  • Calendar management
  • Project budgeting
  • Resource management
  • Product roadmap tools
  • Security and access control
  • Alerts/notifications and reminders
  • Analytics, reporting, and forecasting
  • Collaboration tools (document sharing/editing, version control, team chat, etc.)
  • Remote work software tools (remote access, employee monitoring, live chat, group video/audio calling, etc.)

How to Choose the Best Workflow Management Software?

Goodfirms has performed comprehensive research and analysis to identify and compile this list of top workflow management tools with filters for features, business size, deployment type, and pricing model. To choose the best workflow software for your business, you can scan through the list and explore the details of each software, including prominent features, reviews, and pricing information.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Jan 19, 2026
240 Software

List of the Best Workflow Management Software with Reviews

  • Power Automate

    Modernize business processes, integrate operations at scale, and maintain visibility and control with enterprise-grade governance and security to monitor and protect your data. Use advanced robotic process automation (RPA), digital process automation ... read more about Power Automate

    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Industrial-automation
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Precursive

    Improve services delivery to maximize revenue by aligning sales, services, and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard ... read more about Precursive

    Entry Level Price
    $40 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    22% in Workflow Management Software

    Features
    • Access Controls
    • Compliance Tracking
    • Custom Dashboard
    • Graphical Workflow Editor
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Construction
    • Education-management
    • Government-administration
    • Hospital-health-care
    • Human-resources
    • Marketing-advertising
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $40 Per Month
    Visit website

  • Client Hub

    Client Hub is all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. An amazing platform built ... read more about Client Hub

    Entry Level Price
    $35 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    40% in Workflow Management Software

    Features
    • Business Process Automation
    • Custom Dashboard
    • Forms Management
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $35 Per Month
    Visit website

  • iGrafx

    We believe that process is at the center of everything. We deliver business transformation software that turns your processes into a portfolio of valuable assets. Our cloud-based business process management solutions will ... read more about iGrafx

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    15% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Policy Manager

    Policy Manager’s intelligent document control and workflow management software solution automates policy access, review, approval, and attestation throughout your organization. Easy to implement and intuitive to manage, the policy management software’s automated ... read more about Policy Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Insurance
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Visit website

  • Verint

    Today’s organizations face skyrocketing expectations for delivering better customer experiences (CX) across every channel. But hiring more workers and increasing workforce expenses isn’t a sustainable option. AI offers a solution – and ... read more about Verint

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Custom Dashboard
    • Notifications & Reminders
    • Reporting & Analytics
    • Workflow Configuration
    • AI Features

    Key Details
    Industries
    • Banking
    • Financial-services
    • Government-administration
    • Hospital-health-care
    • Insurance
    • Public-relations
    • Retail
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • Innoculate

    Innoculate is designed for public health departments, large enterprise or educational systems, hospitals, pharmacies, or any organization tasked with administering the vaccine as an end-to-end solution to manage vaccinations. Whether your organization ... read more about Innoculate

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Workflow Management Software

    Features
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Forms Management
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Knowledge Base
    • Webinars
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Unito

    Unito is a workflow management solution that allows organizations to build alignment, ease collaboration, and optimize the flow of work across teams and tools. Unito’s deep, customizable workflows provide teams with the ... read more about Unito

    Entry Level Price
    $10 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • Yoroflow

    Yoroflow takes automation into new directions providing a top-class digital workplace platform designed for minimal disruption of its work. Our team knows that every organization faces different challenges. We offer various features ... read more about Yoroflow

    Entry Level Price
    $10 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    25% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Construction
    • Education-management
    • Hospital-health-care
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • QMSmart

    QMSmart automates, consolidate, and simplify the most complex business management operations, helping all businesses maintain the same competitive advantage as large-scale corporations. Our intuitive “drag and drop” business application software makes it ... read more about QMSmart

    Entry Level Price
    $7 Per Month
    Free Trial
    More than 30 days
    Pricing Type
    Flat Rate
    50% in Workflow Management Software

    Features
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Forms Management
    • Graphical Workflow Editor
    • Task Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $7 Per Month
    Visit website

  • docuTRAK

    docuTRAK is designed to provide comprehensive Document and Human-centric Correspondence and Case Management functionality to facilitate the execution of correspondence and e-Service processes. Additionally, enable organizations to publish and monitor staff awareness ... read more about docuTRAK

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Document Management
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Vism

    Vism is an intuitive workflow management software for wide-format print & signage teams to streamline their graphic installations. Simplify team communication, manage job changes, and sign off the jobs with your customer ... read more about Vism

    Entry Level Price
    $122.50 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Custom Dashboard
    • Document Management
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Construction
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $122.50 Per Month
    Visit website

  • Softyflow

    Softyflow is a low code platform built exclusively to bring high added values to enterprises through their digital transformation initiatives. Softyflow, collaborates with organizations that are keen to transform their business and ... read more about Softyflow

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    50% in Workflow Management Software

    Features
    • Business Process Automation
    • Custom Dashboard
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • JobRouter

    The more different tools, systems, and applications are integrated into a company, the more difficult it becomes to synchronize the distribution of information and to provide data without media discontinuity. When that ... read more about JobRouter

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Process Bliss

    Process Bliss eliminates the chaos of running a business, enabling teams to get it right, every time. Process Bliss allows you to create simple yet powerful workflow process, which transforms into checklist ... read more about Process Bliss

    Entry Level Price
    $10 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Graphical Workflow Editor
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • Interfacing

    Interfacing’s Digital Business Platform uses flow management technology that illustrates tasks and works in a flow diagram, focusing on the people performing the tasks and their individual roles. Digital Business Platform can ... read more about Interfacing

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Linux
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars
    • Infographics

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • EdgeReady Cloud

    Pillir is a low-code, cloud-native, rapid application development platform that enables organizations to develop mission-critical apps 20X FASTER and leverage the power of SAPs digital core from any device - with or ... read more about EdgeReady Cloud

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    33% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides
    • Infographics

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • PhixFlow

    The PhixFlow platform automates manual data-driven tasks, eliminating the potential for human error and improving process efficiencies. It flags irregularities in the data or business process and then makes the necessary adjustments ... read more about PhixFlow

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Zvolv

    Zvolv integrates people-driven business processes with data driven intelligent bot automation. A process automation platform that drives business process innovation and process excellence with smart applications in days, Zvolv helps planning, execution ... read more about Zvolv

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Quote Based
    • Free
    Vendor pricing page
    Visit website

  • Tattle

    Tattle is Muvi's checklist-based workflow management solution which helps you organize, communicate and manage items across departments. Tattle is instantly deployable and offers a fully automated workflow. With Tattle you can convert ... read more about Tattle

    Entry Level Price
    $9.99 Per Month
    Free Trial
    More than 30 days
    Pricing Type
    Flat Rate
    100% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Video Guides
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Monthly Payment
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $9.99 Per Month
    Visit website

  • Collavate

    Collavate is a United States software company that was founded in 2013 and offers a software title called Collavate. Collavate is document management software and includes features such as access controls, archiving ... read more about Collavate

    Entry Level Price
    $10 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month

    Integration
    Integrated With
    • SAP
    • Google Docs
    Visit website

  • Biztera Spectrum

    Biztera Approvals is a service for organizations to keep track of approval requests between members. It simplifies the entire process of getting and documenting approvals by taking simple steps: uploading a document ... read more about Biztera Spectrum

    Entry Level Price
    $10 Per Month
    Free Trial
    More than 30 days
    Pricing Type
    Flat Rate
    100% in Workflow Management Software

    Features
    • Access Controls
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • iPhone/iPad
    • Mac
    Knowledge Base
    • Help Guides
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • Flowingly

    Flowingly is a cloud-based Business Process Automation (BPA) software designed to unshackle enterprises from the burden of using manual business processes and paper-based systems. With Flowingly, users can easily design their desired ... read more about Flowingly

    Entry Level Price
    $599 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    33% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
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    • Monthly Payment
    • Quote Based
    Vendor pricing page
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    Standard
    $599 Per Month
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  • Laserfiche

    Laserfiche is the leading global provider of intelligent content management & business process automation. Through powerful workflows, electronic forms, document management & analytics, Laserfiche eliminates manual processes & automates repetitive tasks, accelerating ... read more about Laserfiche

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
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    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
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    • Help Guides
    • Video
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    • Webinar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
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    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • GoCanvas

    Workflow is a powerful feature that allows an organization to move inefficient processes over to mobile devices. Think of this feature as handing a piece of paper off to someone else in ... read more about GoCanvas

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    18% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Commercial-real-estate
    • Construction
    • Facilities-services
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • TACTIC

    TACTIC organizes your work world and offers a full asset library that can be used to manage all types of assets. These assets are tracked, versioned and can be organized with collections. ... read more about TACTIC

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    • Free
    Vendor pricing page
    Visit website

  • Flowster

    Flowster makes it fast and easy to train new employees and delegate repetitive tasks to your team so you can scale faster. Cloud workflow software for high-growth agencies, SaaS companies, and content ... read more about Flowster

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Document Management
    • Graphical Workflow Editor
    • Task Management
    • Workflow Configuration

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • Free
    Vendor pricing page
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  • BPMApp

    What is BPMapp by 500apps? BPMApp has all you need to operate your business successfully. Optimize your business by implementing design processes that will improve overall efficiency and production. Build processes that ... read more about BPMApp

    Entry Level Price
    $14.99 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    50% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Forms Management
    • Notifications & Reminders
    • Operations Management
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Broadcast-media
    • Business-supplies-equipment
    • Capital-markets
    • Computer-networking
    • Computer-software
    • Consumer-services
    • Education-management
    • Financial-services
    • Health-wellness-fitness
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Information-services
    • Information-technology-services
    • Investment-banking-venture
    • Investment-management
    • Marketing-advertising
    • Program-development
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Windows
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    • Linux
    Support
    • Email
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    • Weekdays
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    • Blogs
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    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    All-in-One Price
    $14.99 Per Month

    Integration
    Integrated With
    • SendGrid
    • Amazon SES
    • SMTP
    • Mailjet
    • crm io
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  • Jetpack Workflow

    Jetpack Workflow software for accountants and bookkeepers at every level of growth. Workflow software that lets you rest easy. Always know what your team needs to work on next and keep a ... read more about Jetpack Workflow

    Entry Level Price
    $36 Per User
    Free Trial
    N/A
    Pricing Type
    Per User
    20% in Workflow Management Software

    Features
    • Access Controls
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $36 Per User
    Visit website

  • Effort

    EFFORT is a versatile no-code platform that empowers you to create unlimited apps tailored to your specific business processes or operations. Whether you're in manufacturing, retail, healthcare, or any industry, EFFORT rises ... read more about Effort

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Per User
    100% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Automotive
    • Banking
    • Business-supplies-equipment
    • Capital-markets
    • Civil-engineering
    • Construction
    • Dairy
    • Hospital-health-care
    • Hospitality
    • Information-technology-services
    • Insurance
    • Leisure-travel
    • Package-freight-delivery
    • Pharmaceuticals
    • Textiles
    • Warehousing
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Adminix

    Adminix is an AI-based no-code platform that enables businesses to build production-grade internal software without relying on engineering teams. Companies often need custom internal systems such as admin panels, operational tools, dashboards, ... read more about Adminix

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    70% in Workflow Management Software

    Features
    • Business Process Automation
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Computer-software
    • Human-resources
    • Information-technology-services
    • Insurance
    • Logistics-supply-chain
    • Real-estate
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • In-person

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page

    Integration
    Integrated With
    • Algolia Search
    • Figma
    • Twilio
    • Google Sheets
    • Google Docs
    • Google Drive
    Visit website

  • Nice

    NiCE is transforming the world with AI that puts people first. Our purpose-built AI-powered platforms automate engagements into proactive, safe, intelligent actions, empowering individuals and organizations to innovate and act, from interaction ... read more about Nice

    Entry Level Price
    $135 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    20% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Custom Dashboard
    • Document Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration
    • AI Features

    Key Details
    Industries
    • Consumer-services
    • Education-management
    • Information-services
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog
    • Support

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Essential Suite
    $135 Per Month
    Core Suite
    $169 Per Month
    Complete Suite
    $209 Per Month
    Visit website

  • Smart Surveyor

    Smart Surveyor software works the right way, So you can make better decisions and deliver professional services that will make you proud. We Provide: Nationwide Parcel Data — Contains up to 26 ... read more about Smart Surveyor

    Entry Level Price
    $5 Per User
    Free Trial
    N/A
    Pricing Type
    Per User
    33% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Calendar Management
    • Custom Dashboard
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Architecture-planning
    • Commercial-real-estate
    • Construction
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • Webinar

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Basic Plan
    $5 Per User
    Premium Plan
    $9.99 Per User
    Visit website

  • Zenphi

    With in-built AI models for document generation, text recognition, sentiment analysis, and other advanced capabilities, Zenphi enables you to automate a wide range of workflows, from employee onboarding and offboarding to invoice ... read more about Zenphi

    Entry Level Price
    $6000 Per Year
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    80% in Workflow Management Software

    Features
    • Access Controls
    • Business Process Automation
    • Compliance Tracking
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Graphical Workflow Editor
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management
    • Workflow Configuration

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Human-resources
    • Industrial-automation
    • Information-technology-services
    • Legal-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Documentation
    • Zenphi Academy

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Professional
    $6000 Per Year
    Ultimate
    $25000 Per Year

    Integration
    Integrated With
    • HubSpot CRM
    • Asana
    • Typeform
    • LinkedIn
    • Telnyx
    • Slack
    • Salesforce CRM
    • SendGrid
    • Twilio
    • DocuSign
    • Smartsheet
    • Jira
    • Jira Service Management
    • MySQL
    • Affinity
    • Azure
    • AppSheet
    • Dropbox
    • BigQuery
    • QuickBooks Online
    • Trello
    • Clickup
    Visit website

  • Lio

    Lio is one app for all your data, which you can use to construct lists, maintain databases, and create tables. The premium features would assist your firm in growing by 10x, including ... read more about Lio

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Workflow Management Software

    Features
    • Business Process Automation
    • Calendar Management
    • Custom Dashboard
    • Document Management
    • Forms Management
    • Notifications & Reminders
    • Reporting & Analytics
    • Task Management

    Key Details
    Industries
    • Accounting
    • Construction
    • Education-management
    • Farming
    • Hospital-health-care
    • Hospitality
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • Webinar
    • In-person

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

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Buyer’s Guide

Introduction to the Buyer’s Guide for Workflow Management Software

Business operations have undergone a sea change with technological advancements. Today's entrepreneurs must focus more on planning proper strategies, overseeing countless projects, and managing their workflow efficiently. In a traditional approach, it was difficult for managers to measure the productivity of the employees. But all thanks to innovative management tools, the job has become much more simplified and streamlined. 

The following buyer's guide will give you a comprehensive workflow management overview and detailed information on workflow management software. It helps you choose the best workflow management software based on your business requirements. 

What is a Workflow?

Workflow is a series of repeated activities or tasks that must be completed within a specific time frame. It means the flow or continuation of work from one stage to another until completion. 

Once you successfully create a sequence of workflows, it becomes much easier to optimize the results. It helps to create better team coordination and communication.

What are the activities involved in a workflow?

Workflow occurs in every type of organization, irrespective of its size and operational expansion. A workflow is created when data is transmitted between human and computer systems, involving different activities. These activities or tasks are for different departments of an organization such as workflow for HR, accounting, and IT teams. 

As described, a workflow includes repeating various business operations and tasks such as:

  • Sending an invoice to an existing client and receiving the payment 
  • Hiring and onboarding new employees
  • Approving or rejecting the leave requests 
  • Viewing the status of an ongoing project 
  • Sending notifications and messages to prospective and existing clients
  • Sending Quotations for requests 
  • Processing expense reports from the employees

What is Workflow Management?

Workflow Management is defined as the coordination of a team to optimize all tasks and simplify business operations. It means managing the sequence of functions, sometimes synonymous with business processes. The major aim of workflow management is to accomplish improved results based on a set of goals. It also involves proper planning, mapping, and collaboration from all the points to complete the task.

What are the Components of Workflow Management?

Technological progress has brought a formidable transformation in the workflow process. The organizations get varied projects and challenges on a day-to-day basis. Hence, it becomes essential to chalk out a strategy before proceeding with the task. 

Every organization strives to become more productive, and workflow management tools can become a vital asset in accomplishing the target. Hence, it's crucial to learn the components of the workflow management process.  

The experts have categorized the workflow management components into three stages or steps. These include-

Input: The input is the primary resource that helps complete a given task. 

Transformation: It is the set of instructions on receiving the inputs and what to do with them.

Output: The material or resource produced in the previous stage now acts as input for the next step. 

What are the Key Benefits of Efficient Workflow Management?

Efficient Workflow Management is pivotal in optimizing and streamlining all business operations. 

  • Workflow management helps in minimizing errors. It prevents errors, and if it happens, your system pinpoints it.  
  • It establishes improved connectivity between the higher management and the employees. 
  • It provides more access to useful information, which helps you to identify the bottlenecks and resolve them. 
  • Workflow management helps delineate different people's work responsibilities based on their capabilities.
  • It helps to improve the project timeline estimates. 
  • It helps to improve the overall work culture of the organization. 

What are the Main Challenges of Workflow Management?

An organization has to combat a few challenges associated with workflow management. It can be discussed below-

1.  Lack of Coordination Between the Systems

Many times, it is seen that various systems and applications do not adequately coordinate with the organization's other internal systems. As a result, document tracking and version control often become a hard nut to crack. The employees also have nothing more to do except copy-paste jobs.

2.  Lack of Communication and Collaboration Between Teams

Another problem that usually pops up with the workflow management system is the lack of communication and collaboration between teams working remotely. 

3.  Half Implementation is No Implementation

The organization will face problems in simplified work collaboration, viewing real-time dashboards, getting notifications and alerts, setting priority tasks, and much more.

4.  Loopholes in the Security

One complex challenge you may counter is regarding bottlenecks in the security process. In the case of a manual workflow process, the data gets manually protected. 

5. Issues Regarding Transparency and Accountability 

At times the companies may face issues related to transparency and accountability, which can delay the project. It may create a trust deficit amongst the customers. 

6.  Not Finding Much Relevant Information

You may need important, relevant information during a client presentation but cannot find the file or folder where it is stored. It is an embarrassment because you have missed out on an opportunity. 

The other key challenges are automating, orchestrating, and optimizing workflows. You can resolve all these issues with viable and efficient workflow management software.

What is Workflow Management Software?

Workflow Management Software can be defined as a task automation tool that helps business enterprises streamline, simplify, automate, and manage a series of repeated activities and work. 

The next-generation software enables business organizations to focus more on improving employee productivity and optimizes available resources; the software also enhances accountability and a set of innovative business applications to systemize your workflow.

You can define workflow management software as a lighter variant of project business process management software. Regardless of size and operational methodology, business enterprises can choose workflow management software. 

Any organization planning to implement workflow management software  will become efficient in the following tasks;

  • Develop meaningful workflows with the help of drag-and-drop features. 
  • Send notifications and alert users according to predefined rules. 
  • Implement standard tasks and activities to streamline workflow creation. 
  • Manage the dependencies between the workflows and tasks.
  • Create easily customizable workflows. 

What are the Salient Features of Workflow Management Software?

Any organization planning to invest in a viable Workflow Software should get real value for money. Having said that, workflow management software delivers its full potential if equipped with these powerful and crucial features.

1. WYSIWYG Form Designer

The design of any best workflow management software must be eye-catching and unusual. It must include the drag-and-drop feature with all different types of fields. These include numbers, maps, calculations, texts, dropdowns, etc. The WYSIWYG Form Designer for workflow management solution proves handy if you want to

  1.  Link your form with a different database.
  2.  Show some live data from any website or online platform. 

2. Codeless and Intuitive Workflow Designer 

When you design any outstanding and useful workflow management tool, you must keep it as simple as possible with the entire complicated task.

3. Deployment with Cloud Applications

The deployment or integration with the cloud is one of the intricate features of workflow management software. You must note that workflows cannot work independently from the other processes. Whether it's the documents, sales reports, cash flows, emails, CMS, invoice and finance, etc., it's all the essential parts of business workflow software and process. 

Cloud technology streamlines your workflow tool, where you can build a strong partnership with your vendor. You have to implement the workflow management system with your cloud. 

4. Knowing the SLA Indicators

A tidy and handy workflow management software provides all the core benefits, such as the core process in the enterprise. For instance, your workflow tool can offer as many as thirty workflows that can operate simultaneously. But if you want to view all these workflows in a single-screen dashboard, you need to ensure that your workflow management system is up-to-date and that you are staying on top of the current tasks. 

The Service Level Agreement (SLA) indicators can inform you which are the most priority-based tasks and which are the ones that you can do afterward. The workflow Management System dashboard uses different color codes or tools to draw your attention to the most urgent tasks. 

5. Allotment of Automatic Tasks

The critical focus of workflow management is to manage the tasks efficiently. The managers in significant use the software for twin purposes, creating any activity and then assigning the same to a professional based on his skill. The workflow management tool supports flexible task assignments. 

It's important to note that work queues are pivotal in managing the workload balance. When multiple people work in the same group, the tasks are lined up or queued for the department, and the employees can pick up the task from the queue.

6. Reports Based on KPIs

When you start using the workflow management system, you come across various toolsto build simplified workflows. You need to focus on reporting features to gain more favorable and improved results. 

Implementing a robust reporting tool powered by the Key Performance Indicator helps eliminate the loopholes and focus on areas where attention is necessary. 

7. Bolstering Security and Access Control

Since you are implementing automotive workflow software, data security becomes indispensable. You may need a productive workflow application to gain access control over the system and streamline the core business tasks. 

8. Get Notifications According to the Needs

The most significant plus point of having automatedworkflow management software is that you are not always required to keep track of the details. 

The best example you can cite for this workflow process is notifications. You can send emails or push notifications if you have a mobile application. It helps you remind your users about your new products and offers. 

9. Customizable and Mobile Friendly 

The workflow management application needs to be employee-friendly. A productive workflow app should be customizable to enhance the user experience. It should support the personalization of tasks so your users don't have to switch between various apps to complete their tasks. 

You must ensure that the workflow applications are mobile-friendly and that all information is easily accessed through any device. 

10. Affordable and Transparent Pricing

You invest your money in a viableworkflow softwareapplication that allows you to add all the team members at a cost-effective price easily. You can automate the software and add new features and updates without hassle. 

What are the Advantages of Workflow Management Software?

A modernworkflow management systemhas many tools aligned into a single platform. The pros ofworkflow management software are highlighted below.

  1. Eliminating the Redundant Tasks

Incorporating the best automated workflow management software will help you identify the redundant activities hampering your organization's productivity. For example, you can automate data entry tasks. It reduces the number of times you have to enter information into the system. Thus, you are saving both time and labor expenses.  

Automating your enterprise workflow management softwareprovides a clear and concise picture of the areas that need more improvement and streamlining of the tasks.  

  1.  Improved Customer Interaction

Customer Relationship Management or CRM is an integral part of any business strategy. You can align your business workflow software with CRM Software to improve, enhance, and streamline your customer experience. You can receive vital information on earlier contact points and communication. You can then eliminate sending duplicate messages, which often frustrates customers. 

Customer Relationship Management Software provides access to complete contact details with a potential client, including the response. Hence, an advanced workflow tool helps prepare strategies for targeting and retaining more customers. 

  1.  More Accountability and Transparency

It is important to note that most workflow automation software offers the benefit of tracking. Thus, it becomes much easier for the project manager to assign tasks based on priority. 

What if the workflow management tool combines and integrates with robust project management software? You can keep track of an array of projects and monitor their progress in real time. 

  1. Improved Internal Communication 

Theworkflow automation software is one of the optimal ways to establish improved internal communication within your organization. It boosts employee productivity and allows them to maximize time utilization. It also enables better collaboration and initiates productive teamwork. 

  1.  Marketing Automation

Best Workflow Management Software not only allows you to enhance your customer experience and establish improved internal communication but also enables you to automate marketing activities. Once you have set a pipeline, the prospect of getting a client increases; hence, you must ensure that all your touch-points are well-placed to boost the conversion rate.

  1. Automation of the Billing Process

You will be pleased to note that handy accounting workflow management softwarehelps to automate the billing process. You can provide timely invoice delivery and track payment status with real-time access. An on-the-go billing will trigger the payment process and ensure improved cash flow in your business. 

It is a specific business workflow software integrated with the automated billing function and helps reduce the staff's workload. Also, it allows you to send an accurate invoice to your customers. 

  1. Collaboration Becomes Simplified

The workflow tools, in combination with the automation software, streamline the team collaboration. The team members can seamlessly share valuable information and documents by easily tracking upcoming tasks. Since team collaboration gets enhanced, you can expect improved and faster results with increased profitability.

  1.  Minimal Human Error

An optimum workflow management tool can also ensure that the possibility of creating errors is minimized. You have to enter most of the data only once, which allows fewer chances of creating transcription mistakes. This means your data and records will stay fresh and accurate for the current and earlier periods. 

  1.  Simplification of the Search Process

One of the prime advantages of open-source workflow management software is the leverage to search for a great range of criteria and specific information you are looking for. When this software aligns with automated systems, you get a wide range of topics such as billing and client payments, supply chain management data, and work done during different periods.

 The automated workflow management system enables you to easily access all data stored in one place. 

  1.  Superior Strategic Planning and Productivity

Workflow automation software will provide you with real-time data and insights on different topics. It will accelerate your efficiency, and you will commence any project with a specific strategic plan. Furthermore, it helps you choose the right potential client and new projects based on your team's ability. 

What are the Current Trends of Workflow Management Software?

Workflow Management Software enables you to build a robust and reliable infrastructure to monitor the company's performance. It also allows you to create a set of predefined tasks that provide a desirable result. 

It is interesting to highlight some hot workflow management trends fueling various industries. 

1. Implementing More Virtual Assets 

It is quite anticipated that more businesses will incorporate virtual assistants as it's a cost-effective and amenable option for employees. Furthermore, it is decisive in simplifying and streamlining the automation process. 

Employees can delegate tasks through a voice command instead of manual typing or video conferencing. It also has smart speakers, making managing workplace activities more convenient. 

2. Use of AI and ML to Speed up Decisions

With artificial intelligence and machine learning already gaining ground, it's time to incorporate these innovations into workflow systems. For instance, considering the current situation, artificial intelligence will gain impetus in driving vital decisions related to approval or rejection of requests, creating a streamlined schedule, and developing workflow components. Artificial intelligence will also prove its worth in automating back-office tasks and administrative decisions. 

Similarly, machine learning algorithms empower business enterprises to trigger the workflow process. Can you imagine a scenario where the machines identify their snag and reprogram them accordingly to increase performance? Well, that's machine learning for you. 

Machine learning also plays a fundamental role in tapping all that corporate data, analyzing it, and implementing it in the decision-making process.

3. Moving Towards Integration of Piecemeal Tools

2020 and upcoming years will see organizations migrating from end-to-end solutions and integrating more piecemeal tools. This practice has already begun and will soon get more support from other companies. 

4. Use of Business Intelligence in Workflow

The companies also leverage the advantage of next-generation workflow softwareknown as business intelligence, which helps convert raw data into meaningful insights. BI strengthens their business positions and improves decision-making processes. 

The advanced BI tools can analyze large data sets and fetch relevant information to escalate the project. The results are usually available in graphs, reports, summaries, and other statistics. It speeds up the workflow management system. 

5. Robotic Process Automation and Workflow Management

Robotic Process Automation or RPA is no longer an unknown word for those wanting to digitize their workflow process. RPA offers many benefits such as improved precision, enhanced productivity, increased enforcement, and cost efficiency. 

The Robotic Process Automation and workflow softwarewill become more productive and powerful when both bots and humans collaborate. 

How Workflow Management Software disrupts Major Industries?

So far, it is clear that the workflow management toolis one of the biggest assets for a wide range of industries. Hence, it will be interesting to see how workflow software applications fuel various enterprises. 

The Manufacturing Sector

The manufacturing industry has implemented an automated workflow toolto reap many benefits. They can get greater visibility with the process for flawless production. They have also gained impetus into production management and better quality control. They also have to spend less time managing the different operations along with the reduced burden of paper-based tasks. The enterprise workflow management software also helps centralize data storage and recuperation. 

The Retail and eCommerce Sector

The retail and e-commerce industry has revolutionized the global economy. A capable business workflow software allows the retail sector to optimize solutions and customer experience. 

The software can help retailers create a response team and use the KPIs to determine the positive outcomes of the business. They can use workflow software to optimize product marketing and drive more ROI. Free workflow management software for the retail sector provides various benefits such as enhanced flexibility and better insights. 

The software also allows you to implement a PoS system, which initiates various benefits. These include real-time payments, pricing, discounts, advanced security, streamlined inventory management, and more. 

The Finance Industry

Theaccounting workflow management software can be regarded as one of the backbones of accounting and financial reporting. Indeed, there are several reasons why a financial company needs the best workflow management software for accountants. 

First, it reduces the number of inaccuracies and miscalculations while preparing the balance sheet and ledger accounts. The workflow management system also helps lower the cost and improve team efficiency. 

The Healthcare Industry

The workflow tool for the healthcare industry differs from what you came across in the earlier discussions. Clinical Workflow serves the healthcare sector. So, discussing the benefits of clinical workflow software for this sector is viable. Here again, you can find freeworkflow software to suit your needs.  

The best workflow softwarecan provide various advantages, such as enhancing patient coordination through the automation of clinical workflows. It proactively manages critical data and information to provide healthcare professionals with real-time access. 

It provides real-time alerts of patient health status to make quick decisions on the further treatment process and optimize the process of patient billing and hospital admission procedures.

IT Industry

You will agree to that the IT industry is one of the fastest-growing and booming sectors, which is escalating to new heights. It is one of the different industries that cater to a varied range of businesses undertaking diverse projects. You need to streamline team coordination and collaborate with the various departments effectively. And the best workflow management software is proving its worth in doing that. Also, it helps prepare a high level of documentation to end the project triumphantly. 

In addition to these critical industries, various other sectors take advantage of free workflow management software. Examples include marketing, human resources, publishing, education, logistics, construction, etc. 

What is the Cost of Workflow Management Software?

The cost of workflow management software will depend on variable factors, such as the type of automation software you choose for your company. It will also depend on what features and functionalities the workflow management tool provides. You can opt for free workflow management software or open-source workflow management software based on your requirements. 

Typically, you can choose the trial version of the software and then go for the paid version if it satisfies your needs. Also, there are many workflow systems specifically designed according to business size. For example, you can get affordable workflow management software for small businesses or software for a massive industry. Similarly, there are workflow diagrams software that simplify any presentation and explain your point easily through charts and figures. You can opt for the workflow software based on the budget estimate and pricing modules. 

It is essential to note that there are a few popular free and open-source workflow management software such as Apache Airflow, Apache,  Taverna, Cflow, etc. In addition to these, a few other best-in-class workflow management software offer premium services. For example, Kissflow comes with a starting price of $360 per month. Similarly, you have ProcessMaker, which offers a free trial version for only three days and then comes at a starting price of $1495 per month. 

What to Consider Before Choosing a Viable Workflow Software?

Before signing off, discussing the vital factors you need to consider while choosing a viable workflow management system for your business is essential. Key elements are highlighted below. 

Your Specific Needs for Organizational Growth

The first and most crucial factor is understanding your organizational needs. It will help you define the features you are searching for in a workflow software tool. You also need to consider the type of industry you are catering to. 

Reliable 

The workflow software has to be accountable and provide transparency to the tasks. If you invest your money into a system, you should trust that it will provide you with all the features and hosting services. It should deliver results that gain the trust of the users.

Budget Estimate 

Of course, it goes without saying that budget is one of the essential constraints in choosing the best workflow software. Hence, you should predefine your budget so that it becomes much easier to select a particular price plan. Another critical factor is comparing the pricing models of the two workflow management software and their features. Does the software company offer a free demo? You can choose the trial version if you want to evaluate the efficiency of the software. 

Number of Users

It has to be one of the deciding factors when planning to implement workflow management software.  You need to decide whether you want the software for an entire organization or just a few groups of people. Are you willing to add external clients or users, and do you need to pay an additional amount to add each user? Please do consider all these points. Check the upper limits for adding up new users. 

The Type of Support Available

Last, you need to consider the type of support and technical assistance available if you get stuck while using the software. Most companies offer telephonic and email support, along with the option of live chat. It's essential to read their reviews and decide whether you should invest your money in thatworkflow tool. 

Why Refer to Goodfirms’ List of Top Workflow Management Software?

Goodfirms is a popular, reliable, and premier research and review platform that has been helping software companies, buyers, and other users to choose optimum software according to their specific needs. It has got more than 15k authentic reviews from all verified customers and service users. Goodfirms also provides you with a genuine list containing a wide range ofworkflow management softwareoptions to explore. 

It has thoroughly evaluated the most popular workflow softwareon different parameters such as core features, other essential features, pricing model, deployment, support, device support, resources, and the type of business size it fits best for. You can easily compare the list and choose the one that is suitable for your business needs, 

Even if you don't know how to select the best workflow software, you can simply read this buyer's guide to gain comprehensive details on the workflow management systemand software. Also, feel free to give valuable reviews on the software you choose and use. 

The Workflow Management Software industry is continuously evolving and changing. Hence, it becomes imperative for the business enterprise to keep adopting the current trends to survive the cutthroat competition. 

Comparison of Workflow Management Software: Microsoft vs Trello vs Asana vs Jira

FeatureMicrosoft PlannerTrelloAsanaJira
Target AudienceSmall & medium businesses, teams within the Microsoft ecosystemIndividuals, small teams, creative teamsSmall & medium businesses, teams seeking flexibilityAgile development teams, software development projects
PricingFree (limited features), Paid plans start at $5/user/monthFree basic plan, Paid plans start at $5/user/monthFree basic plan, Paid plans start at $10.99/user/monthFree basic plan, Paid plans start at $7/user/month
Ease of UseVery easy to use, integrates with Microsoft 365Easy to use, visual interface with drag-and-drop cardsEasy to learn, flexible for various workflowsModerate learning curve, powerful features for complex projects
FeaturesBasic task management, Kanban boards, file sharing, collaborationThe card-based system, customizable boards, power-ups for additional featuresTask management, project planning, team communication, custom fieldsScrum and Kanban boards, issue tracking, reporting, agile development tools
Customization OptionsProvides customization options for creating custom workflows, forms, and templates to fit specific business needs.It offers limited customization options and is primarily focused on customizing boards and cards.Provides customization options for project views, task fields, and workflows to adapt to different use cases.Offers extensive customization options including custom issue types, workflows, and project configurations.
ScalabilityModerately scalableHighly scalableHighly scalableHighly scalable
IntegrationsIntegrates with other Microsoft 365 products, limited third-party integrationsNumerous third-party integrationsWide range of integrations with popular business toolsExtensive integrations with development tools and plugins
SecuritySecure platform, benefits from Microsoft's security measuresSecure platform, SOC 2 complianceSecure platform, SOC 2 complianceSecure platform, SOC 2 compliance
Cost of OwnershipLow to moderateLow to moderateModerateModerate to high
Customer SupportProvides customer support via phone, email, live chat, and extensive online documentation and resources.Offers customer support via email and online help center, with additional support available in paid plans.Provides customer support via email and online help center and premium support options in paid plans.Provides customer support via email, online help center, and community forums, with additional support options.

Frequently Asked Questions

What Is the Best Software for Workflow Management Available in the Market?

The workflow software that suits the healthcare or finance industry may not be the best solution for an IT company as every business has different workflow challenges and requirements. The perfect workflow management system offers all the necessary features your company needs, is user-friendly, fits your budget, and proves profitable with time.

You can choose the right workflow software for your business from the top software options based on your company’s workflow structure, requirements, and budget. For details, check the Buyer’s Guide for workflow management software. Also, refer to the Goodfirms’ list of best workflow management systems and check their features and reviews for your industry.

How Do Workflow Management Systems Benefit Businesses?

The workflow software provides countless automation tools to streamline and improve your business’ workflow tasks and processes. Workflow management tools allow customization of workflows to execute even large projects with ease. The advantages of a workflow management system include:

  • Reduced manual work
  • Automated task allocation and scheduling
  • Accuracy, elimination of human error
  • Streamlined workflow management
  • Ease of access from anywhere and anytime
  • Enhanced productivity
  • Reduced workflow process costs
  • Improved team collaboration and accountability
  • Controlled cross-team dependencies
  • Better resource utilization
  • Compliance management
  • Allows customized workflows to match your needs
  • Better analysis and monitoring of workflow tasks and processes

What Factors Must Be Considered Before Buying a Workflow Management System?

The top workflow management tools offer comprehensive automation features and functionalities to improve your business workflows and enhance profits at a nominal cost, provided the chosen workflow software is the right fit for your business workflow needs. Here is a checklist to help you select the perfect workflow management software.

  • The software’s cost should fit your budget.
  • The software must provide all the tools to streamline your business' workflow management process.
  • The expected profits (or return on investment) with the software’s use must outweigh its costs.
  • The software should support scalability for business growth.
  • The software must allow third-party integrations as needed.
  • Other businesses in the same industry as yours must have successfully leveraged the workflow solution.
  • The software vendor must offer user training and customer support as needed.

How to Ensure the Successful Implementation of Workflow Management Software for Your Business?

Implementing workflow management systems can be complicated and time-consuming. The challenges in successfully implementing workflow software typically include integration with your existing system, data migration/backup, data security, and user training. Discuss these aspects with different software vendors before finalizing the workflow software.

How Much Does Workflow Management System Cost?

The pricing of workflow management software varies a lot based on numerous factors to include:

  • Business size
  • Features
  • Number of tasks
  • Number of users
  • Deployment type
  • The number of integrations it permits

Many workflow software vendors offer free software versions with basic workflow features apart from paid plans, such as Trello. You can get reliable workflow management solutions (starter plans) within $20 per month; for example, Todoist costs as low as $3 per month per user (for up to 300 projects), Asana costs $11 per user per month, and Zapier costs $20 per month for up to 750 tasks. Kissflow Digital Workspace, another top workflow management system, costs$390 per month for up to 20 users. Nintex offers various plans (all allowing unlimited users), starting from $875 per month for up to 10 workflows.

Are There Any Free Workflow Management Systems Available?

If your business has budget constraints, there are many free workflow software tools that you can leverage to streamline your company’s workflow management. For details, please refer to our blog on the best free and open-source workflow management software.

What Are the Hidden Costs Associated With Workflow Management Systems?

The top workflow management system vendors are generally transparent about the pricing. However, at times, there are hidden costs for:

  • Customization
  • Installation charges
  • Data migration
  • Customer support
  • System upgrades and maintenance

Are the Workflow Management Software Solutions Secure?

The perfect workflow software must ensure security to earn user trust. Thus, to keep your business’ workflow data safe, the top workflow management systems typically provide multi-layer security features for data access, sharing, storage, and encryption. Nevertheless, before finalizing a workflow software for your business, discussing these parameters with the vendor is advisable.

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