WorkflowFirst Description

A versatile workflow software designed for all users. Manage and monitor a comprehensive database of forms efficiently. Gain Control. Understand the Overall Picture. The customizable CRM template empowers you to generate deals, track deal activities, and observe deal progress through an intuitive drag-and-drop kanban board, along with a calendar feature to monitor activities and much more! Enter employee information and seamlessly route the form concurrently to HR, accounting, IT, and the office manager for processing. When a purchase request is submitted, it can be directed to a manager for evaluation, enabling them to either approve or deny the request. The platform includes forms for HR to establish employee leave entitlements and for employees to submit leave applications, requiring management authorization and more. With WorkflowFirst, you gain access to a tailored forms package, a database, and workflow management software, all integrated into a user-friendly interface that anyone can configure without needing programming expertise. You can set up forms to be automatically dispatched to one or multiple users or even specific groups, contingent on defined conditions or scripts. Additionally, the dashboard ensures that no task is overlooked, enhancing overall productivity and efficiency. This comprehensive approach helps streamline operations and empowers teams to work more cohesively.

Pricing

Pricing Starts At:
$99 one-time payment
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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features
design
support

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Company Details

Company:
RiaForm Technology
Year Founded:
2004
Headquarters:
United States
Website:
workflowfirst.com

Media

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Product Details

Platforms
Web-Based
Windows
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support

WorkflowFirst Features and Options

Workflow Management Software

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

WorkflowFirst User Reviews

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