Alternatives to Kanban for WordPress

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly 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.

All teams can easily and quickly manage projects and collaborate with each other. Simple and easy to integrate essential work tools. Work together on a unique feed that organizes your work posts in a chronological order, similar to a social media feed. This makes it easy for everyone to browse through projects and tasks. You can forget about lost documents and the constant resending work. Attach important files and info to a post. Pin it so you can find it quickly. Engage with the team through comments and get their feedback. Schedule virtual or physical meetings with everyone. Add a location and video conference link using Zoom or Microsoft Teams integrations. You can even set up notifications to remind you of the event. Invite external teammates to collaborate on projects via email or link. This will make teamwork easy. Keep your work flowing whether you're on the web, desktop or mobile.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different departments are involved. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. It’s time to move work out of disjointed spreadsheets and email and let teams collaborate and communicate more effectively in one place. With Asana, it doesn't matter how many different teams or departments are coming together on a project, they can share context and assign ownership with tasks, combine related work, share files, get instant updates on tasks and projects and build effective cross-functional workflows. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

You can influence how work is done. Convert repetitive tasks into workflows to simplify the daily grind. Your business will benefit from structure and visibility. Your business is growing but is it scaling well. Scaling well allows companies to handle increased sales or output without having to increase costs, employee turnover or lose customer satisfaction. Your workflows will help you grow your business without losing the things that make it great. Do you feel like your team is constantly switching browser tabs and getting sucked into small distractions each time they enter the office? According to the American Psychological Association (APA), switching between tasks can take up to 40% of a person's productive time. A well-organized workflow will help your team group similar activities together, and keep them focused on the important things by avoiding distractions.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Formplus is an online form builder that can be used to create mobile-friendly web forms. Formplus has over 1000+ templates that can be used to collect customer feedback, create workflows and receive payments, regardless of your industry. Formplus currently serves customers in many industries, including logistics, event planning, non-profits, E-commerce, education, logistics, and more. The app has powerful features like document merge, digital signatures and file uploads. It also supports saving and resumes. Formplus forms are easy to share via social media channels using a variety of sharing options, including Website embed and WordPress embed. You can also send customized Email Invitations with prefilled data and QR codes. The tool can also be integrated with third-party storage apps such as Google Drive, Dropbox and Microsoft OneDrive. Register today for a free account

Take productivity to new heights with Hubstaff! Hubstaff offers time-tracking apps for your desktop, web browser, or mobile device. Once you start tracking time to a task, Hubstaff will quietly run in the background as you work, consuming virtually no resources. You can easily switch between tasks or stop tracking with just a few clicks. Tracking your team's efficiency can be a challenge, but we've equipped Hubstaff with several great features to help you determine how they perform. Hubstaff works best when you have clear expectations for your team. It helps you determine each team member's average productivity levels to identify improvements or declines in their performance over time. In other words, the more you use Hubstaff, the better the results you'll get. Available for Mac, Windows, Linux, iOS & Android.

Your users and teams can automate repetitive work in their own ways by giving them the tools they need. Relay's easy-to-use, code-free design makes it possible for anyone to create workflows within minutes. This allows IT to focus on the most important things. You can automate simple tasks as well as complex processes with a flexible interface and a range of powerful features. This results in better workflows, such as simplified content review, standard employee onboarding, contract approvals, and faster contract approvals. Automation is useless without visibility into the work in progress. Relay displays the progress of each workflow and provides an exportable audit history. Relay helps you track and optimize your business processes so that work is done faster and with less effort. Relay gets all the benefits of our content platform. This means you get more value for your money. Manages content review, agency collaboration, product and press releases.

GoodDay is a modern platform for work management that combines the best tools for high level planning, project and product management, task organisation, and productivity growth. It is based on transparency and agility and motivation

Upwave is a visual platform that allows you to collaborate on projects, portfolios and risk management, as well as daily tasks. You can easily switch between different views of your project including visual board, table and timeline. You can easily manage, report on, and take action on projects using your customized portfolio view. This gives you easy access all the relevant data. All the tools you need to organize, plan, track and collaborate. For different departments, project groups, or external partners, create teams. Reduce silos and share information across teams. You can assign tasks, comment, upload files, and receive real-time feedback from the team. Track hours and estimate the time it takes to complete your tasks.

Work-Relay centralizes workflow management and automation to improve communication among team members, and tracks progress in real-time. Work-Relay centralizes the workflow management, automates it and improves communication between team members. It also tracks progress in real time. Say goodbye to the hassle of juggling several apps. Bring data, tools and teams together in a central hub. Integrate tools to keep everything in sync. Merge inventory, client management, and order management systems. Teams can stay informed and connected with integrated communication tools. Work management from a central location gives you the visibility to make better decisions and prioritize work. Automate forms and tasks to increase the speed and predictability of your team's work. As tasks move from one team to another or phase to phase, seamless transitions will ensure continuity and reduce downtime. From incoming orders to schedules for installation, everything is centralized in a dashboard.

Your team will make it easier to work together. You should check out WeKowork. You can download WeKowork's beta version for free at app.wekowork.com. Many features are already available to help you manage your projects. Wekowork is a task management tool that can be customized to fit your project. You can share the progress of your project with your friends, colleagues, and customers. You can then become Koworkers with the first project management tool that includes all the essential features for a successful PMO. Identify the goals of your project and the roles of each milestone. This will give you a clear overview of your work as well as the progress of each task. Project management software - simplify your project planning. You can build your project using our application and follow the suggested key steps. You can even create a list of actions by theme and assign them to your project team.

BigHand Workflow Management allows for the automatic delegation of work to the appropriate support staff, at the correct cost to the firm. The solution also monitors the progress of the work until it is completed. Management can use output reports to gain visibility into key metrics such as work type, volume and capacity for informed decision-making. Forms to meet every type of task that your law firm needs. Workflows can be single or multi-step to automatically route tasks. Record high-quality notes, add comments or attach files to send for transcription. Sort and filter all support tasks by work type, assigned users, priority, due dates, author, matter, etc. Automatic time recording of every task completed by a member of the support team. Real-time data and historical data on backlogs and service levels.

Multiply is easy to set up, no matter who you are, your goals, or the size of your team. Multiply is built for anyone who wants more. It has the flexibility to build whatever you need and use it for all your needs. You can forget browser tab chaos, copy-pasting, or outdated documents. Multiply's global graph makes data and workflows easy to connect with. Without any friction, any number of individuals, teams or communities can work together. All while maintaining data security and compliance. No more worrying about repetitive tasks or blank pages. Start faster and finish 10x faster. AI is always at your fingertips with just a click or keystroke. This allows you to do more with less time, and achieve higher quality results.

WorkStreamsTM Workflow Management System increases business process efficiency by integrating People, Process, Data and Documents (P2D2). Even when there are multiple workers or business partners, the tasks and schedules remain clear. This program can be customized to manage business processes. WorkStreamsTM workflow management system has the main benefit of enhancing customer fulfillment. WorkStreamsTM capabilities enable teams to consistently exceed customer expectations. Assign work, send it on, alert workers and track progress. WorkStreams can help you clearly identify your top priorities. You can save time by organizing your work and information. Business managers can be empowered to eliminate wasteful activities, create optimal workflows, and increase company visibility.

Are you tired of feeling unproductive and distracted at work? The Pomodoro Technique, a time management technique, has been shown to reduce distractions, hyper-focus and get things done in short bursts. FocusCommit – Pomodoro Timer is an app that makes it easy to incorporate this technique into your daily life. Our app acts like a Pomodoro Timer, breaking down tasks into discrete intervals with short breaks in between. After 4 intervals, the breaks are longer. These intervals, short breaks, or long breaks can be customized to meet your needs. You can work in concentrated, productive bursts while still having time to recharge and relax. Statistic by task, project and interval: Track your progress and productivity over time.

Get work done. Improve your distribution team's efficiency and productivity by improving collaboration. No more making uninformed purchases, forgetting to complete tasks, losing paperwork or trying to decipher a mess of spreadsheets. Workd is a complete ecosystem that manages sales, inventory, and the business. Per user, you can adjust permissions. Control how users interact with screens and information. Set goals and KPIs for accountability. Custom workflows make it easy to design and build current workflows. You can quickly access and view your existing workflows from anywhere in the platform. Workd's performance reporting features let you see at a glance the progress of teams and individuals. Give your customers the option to shop securely online using a white-labeled platform.

Watson's skills, integrations and capabilities streamline your team's work to make you more efficient. Watson can streamline your workflow and simplify complex processes. This will save you time and effort. You can then focus on higher-level work. Watson can help you facilitate communication among team members. This will ensure that everyone is on a similar page and that all tasks are completed on schedule and to the desired standard. Upgrade Watson's capabilities to make the biggest impact on your business. Import existing and newly created automation into the platform, and then assign it to Watson. Watson uses natural-language processing to select from a catalog that includes basic and advanced skills in order to fulfill your requests in context and the correct order. No special training is required. Start using Watson in minutes with pre-built skills that are tailored to your needs. Watson integrates seamlessly with your apps and tools, including Salesforce, Workday Outlook, Gmail, and more.

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

bCommunities is an online platform that facilitates transactions between teams. Each organization can have their own secure and private environment in the bCommunities network. Your vendor won’t know who your client is, and they won’t ever see that you have 15 tasks in the same project. You won't even see the tasks they have set up to fulfill your request. Only when they create a Task Flowback for you or send you a task as an resource will you be able to see it in your account. All of your internal users will be Light (all are free) and all tasks and projects created during the Trial period, or received from clients, will be visible to them all. Our data centers and network infrastructures have been designed to guarantee maximum uptime, the best cloud and server performance, security, and the fastest scalability.

Flowster was designed for entrepreneurs who don't have business process expertise to create detailed Standard Operating Procedures (SOPs). This will allow them to make more money while working less. SOPs help your team members navigate through repetitive tasks. They don't need to rely on their memory and make costly mistakes. You can create your SOPs quickly using our ever-expanding collection of fully customizable templates or by starting from scratch with our FlowsterCapture chrome extension. You can delegate work to your remote team easily if you have established business processes. This will allow you to spend more time with those you love and work less. Nothing can beat a well-defined process that clearly outlines the steps to get more done.

Be more productive. Automated. Automating business processes across your entire company can increase productivity. Find a better way of getting things done. Combining Digital Process Automation (DPA), Robotic Process Automation, and Artificial Intelligence (AI) can improve individual, team, as well as organizational effectiveness. You can create time-saving workflows that integrate with hundreds of pre-built connectors, allowing you to do everything from small tasks to large-scale systems. With a cloud-based data loss prevention, identity and access management service, everyone can create secure workflows. With built-in AI capabilities, automate tedious manual tasks so you can focus on strategic, high-value projects. With thousands of pre-built templates, automate common business processes instantly.

Decision.io is an integrated workflow management and creation platform that's flexible and flexible. Decision.io is trusted by businesses, accelerators, not for profit organizations, post-secondary institutions, and other organizations to improve their workflows and streamline the team decision-making process. A secure cloud platform. Your team can now create integrated workflows from anywhere and any device. You can import data saved as a.CSV into the Decision.io team decision making environment. Report on your success by simply exporting a.CSV file when you're done. We make it easy for your organization's workflow administrators and leaders to keep track of integrated workflows. The Decision.io dashboard shows you at a glance what has been done and what needs to happen next. It also lists your top contributors.

Make sure to create consistent and clear process diagrams. It should be easy for everyone to understand what's happening in your company. Create a Process Repository in your organization. This provides a single source for all process documentation to your team. TeamFlow®, your diagram is more than a picture. Each diagram is a fully-featured graph and data model of your process. TeamFlow®, uses a universal data model that gives you more than just a picture. You can create your process diagram in minutes. Drag and drop tasks and meetings, decisions, and other elements to bring your process to life. You can easily visualize your process using clean shapes and colors to make it easy for everyone in your company to understand. TeamFlow®, uses a simple, easy-to-understand design language to ensure that your process diagrams look consistent every time. TeamFlow®, is committed to privacy at all levels.

Kindo has arrived and the way you work will never be quite the same. Workflows allow you to automate your tasks and connect to any AI model with just a few simple clicks. Kindo streamlines work, so you can focus on the most important parts of your job and not all the extra stuff. The first self-serve Al Platform that securely and privately connects OpenAI ChatGPT, Google Bard or Cohere Claude to your company's information. You can work efficiently with Al search, connect to up to 200+ SaaS Integrations, and create AI-powered workflows without coding. Ask questions and get answers in seconds. No need to sift through spreadsheets and wikis. Kindo layers AI tools on top of your existing apps, allowing you to answer all your burning questions.

PIQNIC is a super platform that connects task management, team collaboration, and document management. Information is always accessible and files are never lost. Communication, ideas, tasks, and projects are done in harmony, without endless meetings, emails, or distractions. They are tired of inefficient work practices, distractions and information scattered across multiple apps and systems. The good news is that everything you need to stay organized is on one platform. The way we search, share and capture information has changed. Digital chaos is over. You can instantly find what you need, no matter where it is. File sharing meets real time collaboration. File sharing allows you to share files, request approvals, make decisions, add and edit versions, and use instant messaging and an automated workflow. All you need to create super productive and connected teams. Keep your teams (and everyone else) on the same page.

Modernize, streamline, and centralize project management. Stop switching between Chats and Tasks, Docs, Calendars, Calendars, and Meeting tools. Bring your clients and team together in one powerful app. Automate progress tracking and create a clear plan for your projects. You can create a visual timeline to help you reach your big-picture goals. This will also help you build team alignment and automate the tracking of progress as tasks are completed. You can quickly and easily move your projects, team members, tasks, files, and files from Asana. ClickUp. JIRA. Trello. Nifty makes it easy for your team to pick up where you left off, without missing a beat. Nifty is trusted by thousands of forward-thinking organizations to unify their goals, actions, communications.

Define, control, and evaluate recurring business processes Process automation makes repetitive tasks more manageable, which allows you to spend more time with your customers and your team. Don't do it again if it is painful! Once you have a workflow defined with Flow360, that's all there is to it! Everyone knows what to do, and work becomes more enjoyable. Automate your day and make time for your customers, your employees and your business. Keep up-to-date with what's happening on the move Flow360 was designed so that it looks great on mobile devices. It also works well on smartphones and tablets. Control, evaluate and define recurring business processes. Process automation makes repetitive tasks easier and allows you to spend more time with your customers, your team, and your business. Recurring tasks in a typical day-today business.

In CloneDesk you don't add single todos. Instead, you create simple checklists or more complex processes called blueprints and assign them to your team. Once you sign up, we will give you a step-by-step process to organize your service business. You can also join exclusive webinars with other entrepreneurs. CloneDesk allows you to change the project information once, and each member of the team receives the update as they work on the project. You can monitor the performance of your project and team by scheduling workflows that in turn trigger other workflows. The tasks overview allows you to see both your and your team's tasks. You can see which members of your team are underperforming and where they are overloaded by work by using channels.

Nulab is a group of energetic innovators who are passionate about creating software that facilitates effective communication and collaboration. We are a small business with a big heart. All of our products are handmade with love. Nulab was founded by three programmers who had a vision. Fukuoka, Japan is where we are headquartered. We have offices in Tokyo, New York City and Kyoto. Instantly share plans, layouts, work schedules, and more with colleagues in the same office or across the globe. Cacoo allows you to create wireframes, flowcharts and org charts. Keep work on track. Backlog allows you to easily manage multiple tasks, share project updates and submit requests to other departments. Unmatched transparency with real-time tracking of progress. Chat with anyone, anywhere, anytime. Typetalk is a tool for team communication that allows you to share information, ideas, files, and other documents. Let's stop using email tags forever.

Cleeksy is a comprehensive and seamless business operation management platform that helps transform the way businesses operate and innovate in the digital age. Work smarter, not harder. Cleeksy empowers your team to break down silos, streamline workflows, orchestrate tasks, foster collaboration, and get work done with a centralized digital workspace. Get a free trial. No credit is required.

Swit allows you to work anywhere. Swit allows you to bring your teams together so that you can communicate and manage tasks wherever you are. All your work suites can be replaced by one Work Suite. It can be frustrating to switch between task management tools and team chat. Swit, a unified hub of collaboration, allows you to stay in context. Fewer distractions. Swit on allows you to switch off your apps. Every worker deserves fewer notifications and a happier life. One suite is not enough to make work sweet. Seamless Workflows won't work for you. Swit allows you to work seamlessly. Integrations don't have to be sacrificed for interaction. Digital marketers are not agile enough to use the company-wide Hub Agile method for software developers. Finally, a company-wide collaboration hub for all. Swit's chat function is designed to reduce the time spent communicating. This results in less verbosity and messaging.

Select the authorized applications from our integration list. To start the sync, configure the actions and fields with flow builder. KonnectzIT will manage the communication between the apps. Are you tired of doing repetitive daily tasks that are simple, but time-consuming? You can't do any other important work if you have to dedicate your time and effort to these simple tasks. You are looking for a simple but effective way to save time, money, effort, and your time? Drag and drop visual builder to instantly connect the applications to sync data. It can save you hours depending on how much automation volume you have. The more connections you have, the less time you will spend each day. Simply connect the applications and automate unlimited tasks with a visual connect builder. No matter how complex your workflow, our builder can help you visualize the automation setup while configuring tasks.

DWKit's primary goal is to help you manage form and business process development with drag&drop interaction. DWKit can reduce your first release cycle by fourfold and your total cost of ownership by 30%. Dorit bridges the gap between developers and businesses, allowing both to reach their goals faster and more efficiently. It makes it easy to model complex business processes and manage complex business scenarios using your existing IT infrastructure. Dorit makes it easy to create, test, finish, launch, and launch your applications or models in just a few weeks. Your developers can collaborate on code, and they can separate their tasks into branches. Then they can combine their efforts in one release. Even inexperienced users can modify the behavior and interface of web-browsers using Drag&Drop tools or Admin Panel.

Briefcase is able to handle the demands of real business environments. Briefcase is a trusted and powerful job management solution that has been proven reliable by our customers and product development. Briefcase combines all the tools necessary to manage a busy team, without having to rely upon fragmented data from multiple apps. Our software is designed to meet the specific needs of directors, accountant managers, designers, finance managers, and account managers. You can manage and assign tasks based on due dates and team members. Your dashboard will instantly display tasks for quick time entry. Time entry is no longer reliable. Instead of scheduling tasks, consider scheduling time. You can adjust and shuffle time right from your dashboard.

This blog is for improving individual and collective productivity.

Reduce the stress and time lost in running your business. Let Flow automate and simplify your growing business. Operational inefficiencies shouldn't cause you to fall behind your competition. Don't waste your time and money on inefficient operations. Operational headaches can cause you to lose your passion and creativity. See delays in getting team members working. Your business development will slow down. Your team will be frustrated by multiple software and paperwork. Service quality will continue fluctuating. Don't be overwhelmed or stressed. Ask for help. Get Flow to simplify, automate and streamline your business workflows. You can become a super efficient manager and owner in days, not years. It's all about automating your processes and not manually multi-tasking. Your business is unique and your onboarding, credentialing & other workflows should reflect that. Drag & Drop features make it easy to create a workflow that works best for you. You can assign it based on your position, location, or employment status.

To gather data internally and externally, create customized forms. Assign tasks to improve collaboration and speed up execution. To collaborate across departments, create efficient processes and workflows using the process modeler. To complete a task, add responsible departments, teams, and even companies to avoid miscommunication. By transferring tasks and forms between departments and roles, companies, and external stakeholders, you can break down silos and encourage collaboration. Know your process ecosystem. Finally, understand the processes that are running and why. You can future-proof your company by creating workflows that last. Digitalize your workflows to bring them into 21st century. Keep a single source for truth across all departments. Don't worry about miscommunications again. Work together more effectively. Bring joy and clarity into your workday. Without manual tasks weighing down your enthusiasm for your job, you can rekindle your passion.

Zendo allows businesses to deliver services to customers from one location. Zendo makes it easy to sell custom services online. It also saves time by reducing context switching and manual repetitive tasks. Zendo can eliminate email, project management, accounting, proposal, CRM tools, and other context switching. You can manage the entire sales and delivery process from A through Z. A is when a customer contacts you with an inquiry, while Z is when the service has been delivered. For maximum convenience, customers can pay via the chat link right after you have sent them an estimate. Zendo has a simple-to-use Customer Profile and chat-like Communications tab. This allows you to manage all communication between your team members and customers. You can view all customer's past requests and search all shared files between them.

When your customer-facing teams work from different systems with siloed data, vital business processes like credit decisioning and customer onboarding can become unnecessarily complex and slow. BusinessConnect is built on the Force.com platform and helps to simplify, streamline, and accelerate collections and credit administration processes by automating routine manual decisions and centralizing many operations involved with account acquisition, account management, and recovery processes under one interactive cloud-based platform.

Software to help you manage, understand, and grow your services company. Effective business decisions that lead to growth are made by understanding what is happening in your company. You can see revenue and cost projections for up to six months, the value of work in process and the status of your invoices. You can see where your leads are coming in, how much work is in your pipeline, and how much you've won this month. You can see the time used by each employee or individual projects. You can also view the billed vs. non-billed time by project, month and team member. You can see which stage each project is at and how they are tracking against budget. Identify problems early. ROLL focuses exclusively on business performance. Business owners save time by having facts and figures at their disposal. They also have the visibility and tools they need to grow their business.

Collavate is a secure cloud platform that allows you to collaborate and review documents. You can create, edit, or draft documents. Collavate allows for you to share these documents among other teams for more input. You can even mention people to get their feedback! All Collavate documents are sent through the Document Manager. The Collavate Document Manager account (or Document Admin) manages permissions for all documents submitted to it. The approval process is easy and intuitive. Collavate is compatible with a wide variety of devices, including web, mobile, hardcopies, and e ink. Our goal is for approvers to be able to concentrate more on the document and less on how to get there. Collavate caters to your unique needs. You can customize the approval process to fit your team's workflows and team structure, which will ensure that there is enough oversight and collaboration.

Biztera reduces meetings, streamlines interdepartmental collaboration and gives you more visibility into company-wide initiatives. We can simplify your day-today operations, no matter if you are an established company or a startup. Spectrum simplifies complex communication and helps you track decisions. Imagine a simple dashboard that shows you a snapshot of all the work in progress. Start each project by creating a flexible and comprehensive questionnaire. Rules can automatically send tasks and requests to the right people. This makes it easier for people to access the information they need. No more need to email to find out where your request is at the moment. Anyone invited to a project can see the status in real-time. The dashboard provides a clear view of all the work being done by your team.

Capacity, powered by artificial Intelligence, is the first Work Automation Platform in the world. It automates support for customers and employees. Capacity AI continually learns from your organization and the interactions within your company to automate your helpdesk processes and decisions in real-time. Key Benefits: Reduce costs and increase revenue. A new helpdesk allows you to easily move from tier-0 support to tier-1, reducing the time and money spent answering repetitive queries. Employee engagement can be increased Employees are overwhelmed by emails, phone calls and tickets. Give your team instant access to centralized knowledge so that your support team can concentrate on strategic goals or tasks that require higher-level thinking. Customer satisfaction can be improved Customers have many questions. Customers have many questions. Give them the experience they want with instant answers 24 hours a day.

Go paperless. All teams can use the Form & Document Management CRM. Converting to a paperless workplace -- the ultimate solution in small and medium-sized businesses. All your customers, employees, and vendors in one database. All paperwork, tasks, communications, and forms can be done electronically. All forms and documents can be submitted electronically. Tracking approvals and routing. Okay, now you have data in the forms. What about making sense of it? Or searching by the criteria you need? Share with clients and colleagues. You can create separate File Cabinets for each contact and staff member, as well as the company File Cabinet. You can organize your files in File Cabinet using custom fields and tags. We can digitize forms and documents, and transfer them to Paperless Online. Contacts can log in to the self-service portal to submit forms and documents. All data, including documents and files, can be stored and easily retrieved by your clients, vendors, and teammates.

All-in-one creative collaboration platform. Workamajig is an integrated workflow management system for all sizes of advertising agencies. You can manage scheduling, budgeting, as well as every other aspect of project administration. Workamajig's responsive website design works seamlessly on any device, including your smartphone, tablet, and computer. It's as simple as that. Collaborate with clients, vendors, and your team. No communication is missed with our approval process. You can organize project details, schedules, calendars, and any other information into one simple-to-use dashboard. To submit new requests, project requestors can access the client portal. All requests are automatically routed to the appropriate approvals. Requests can be rerouted to request clarification or additional information. Once approval is granted, a project is ready to go. Find out which member has the right skill set to help you with your project. Each member of the team updates their tasks, which dynamically updates both the project schedules and budgets.