Alternatives to WorkflowFirst

DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

Qntrl was created for people who organize processes for their department, team, or organization. It is the easiest way for you to control, automate, and visibility your work processes. Qntrl allows you to streamline your workflows with powerful, no-code orchestrations. Qntrl is used by customers such as County Broadband, Apollo Hospitals and Digital Forensics Corp to streamline their workflows. If you are responsible for a process, a team, or an entire organization and want more visibility into the area, unprecedented control over what happens, and automation to simplify your work life, you have come to the right place. You must know the status of everything you are responsible for at all times. You need to know who is doing what. Qntrl allows you to see the whole picture.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

HighGear, the most popular no-code workflow automation platform, allows everyday business users build enterprise-grade workflow apps without having to write code. HighGear is used by mid-to-large businesses in regulated sectors like banking, insurance, and energy to manage work, improve visibility, streamline operations, and meet compliance requirements. HighGear is an intuitive platform that can be trusted by management and approved IT. It allows you to easily create forms, design processes, and automate workflows.

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

Utilize email, online forms, or your preferred application to submit approval requests. Transform these submissions into organized and automated workflows while managing all team approval requests in a centralized location. Tailor the approval process to designate exactly who must take action, enhancing overall business efficiency. Establish approval workflows to ensure that requests reach the appropriate individuals promptly. Introduce accountability with streamlined approval mechanisms for smoother operations. Stay informed with comprehensive status updates that can be delivered to your email or integrated with platforms such as Slack, Trello, or Google Sheets via Zapier. Automate any approval-dependent process—ranging from purchases and time-off requests to expense claims—allowing you to focus on tasks that genuinely contribute value. Improve organizational efficiency by automating workflows triggered by online form submissions or approval requests without altering the appearance of your original form. This approach not only enhances productivity but also ensures that all team members are aligned and informed throughout the approval journey.

Boombirds is an innovative cloud-based SaaS platform aimed at assisting Professional Firms in streamlining their daily operations and concentrating on business growth. Tailored for business users without the need for technical expertise, Boombirds enables you to swiftly convert manual tasks into an infinite number of actionable, procedure-driven workflows in just minutes, making it an excellent choice for distributed teams. With automatic time-logging for all activities, you can ensure that no revenue is overlooked, allowing for straightforward reporting on employee productivity and billable hours. Enhance efficiency, identify bottlenecks, reduce waste, and ultimately reclaim your time with a comprehensive overview of your operations through intelligent Kanban-style smartboards. Ensure accountability and adherence to your operational procedures by utilizing your personalized steps, checklists, and insightful data collection methods. You can easily invite clients, maintain visibility on project statuses, collaborate contextually, and gather valuable feedback, making the process seamless and effective for all parties involved. By integrating these features, Boombirds transforms the way firms operate, fostering a more organized and productive work environment.

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

Transform your concepts into tangible outcomes using Collavate, a reliable cloud-based platform designed for seamless collaboration and document review processes. You can create, edit, and draft your documents while easily sharing them with other teams for additional feedback. By tagging specific individuals, you can guarantee their valuable insights are included! All documents uploaded through Collavate are managed by the Document Manager, which oversees permissions for each submission. The design of the approval workflow is straightforward and user-friendly. Collavate is compatible with various devices, including web browsers, mobile phones, printed copies, and e-ink displays. Our aim is to enable approvers to concentrate more on the content of the documents rather than the logistics of accessing them. Tailored to your specific requirements, Collavate allows customization of the approval process to align with your team’s structure and workflows, ensuring optimal collaboration and oversight. With Collavate, your team can streamline their processes and enhance productivity.

Workflow and Task Management represents the user-centric segment of Decisions.com’s all-encompassing workflow and rules platform. By offering visual development environments for creating forms, reports, workflows, and dashboards, this software enables organizations to streamline their business processes, assign tasks, establish intervention procedures, and monitor the lifecycle of work items. Essential functionalities encompass double-blind data entry, purchase order requests and approvals, data and file collection, customer onboarding, application processing, and inventory oversight, among various other capabilities. This comprehensive tool not only enhances operational efficiency but also fosters better collaboration across teams, ensuring that all tasks are executed seamlessly and effectively.

Organizations often struggle to effectively monitor jobs as they move through their production processes, leading to issues such as lost, forgotten, or misprinted jobs. SOLitrack addresses these concerns by offering enhanced visibility through a centralized platform that facilitates management, reporting, and event notifications. By logging processing activities into a database, SOLitrack allows users to view workflow advancements in real-time or access them through detailed reports. Additionally, it serves as a secure job distribution tool, enabling control over the timing, location, and method of job processing. Designed as a database-driven output management system, SOLitrack efficiently oversees jobs from the onboarding stage all the way to final delivery. While it can function independently, it seamlessly integrates with Solimar's Chemistry platform, which encompasses solutions for print conversions, job management, connectivity, document enhancement, online presentation, and archiving, all aimed at reducing output delivery costs and enhancing efficiency in production workflows. By implementing SOLitrack, organizations can significantly improve their operational effectiveness and minimize errors throughout their job processing tasks.

Workflow Engine is the ideal solution if you need to manage the life cycle of business entities in a project. You can easily create workflows in your system using embedded drag&drop designer. This basic set of elements allows business users the ability to modify workflows. Workflow Engine can be integrated as an embedded component, or via REST API. Common business processes require that someone sign off on data at a particular stage. An approval workflow is a sequence of tasks that includes human approvals and rejects to process data. Managers needing to sign off can lead to endless emails and messages asking for information to verify the status of different processes. Automating the workflow will help you save time and money.

Introducing "Pulse," your comprehensive solution for project management, designed to help you maximize efficiency while minimizing effort through effective workflow automation. With its user-friendly interface, Pulse delivers robust project management capabilities that empower your team to excel in their tasks. Key features include Gantt Charts, Milestones, Task Dependencies, Schedules, Forecasts, Kanban boards, and detailed Reporting, among others. Additionally, Pulse boasts an integrated Digital Asset Management System (DAM) that functions in harmony with its project management features. Envision the potential of your team with tools like Version Control, Online Approval, Annotations, Workflow management, Secure Sharing, Document Conversion, Tagging, and Meta Search at their disposal. To further enhance your experience, we provide an economical custom report-building service tailored to your specific requirements. Whether you want to integrate your current business processes into our system or collaborate with us to create new workflows, Pulse offers the flexibility you need. Our powerful workflow automation system can significantly streamline your operations by automating a wide range of activities, ultimately transforming how your team collaborates and delivers results.

Comprehensive employee management software designed to streamline the tracking and administration of your workforce seamlessly. Covering every aspect from hiring to retirement, this software provides an all-in-one solution. Effortlessly organize and manage your company’s hierarchy with various positions and roles. Customize HR forms, fields, and page layouts using user-friendly drag-and-drop functionalities tailored to fit your specific business needs. Implement an employee self-service portal that empowers your team to oversee and manage their leave requests. Centra Hub HCM simplifies the automation of attendance tracking, timesheets, and payroll processes. You can accurately monitor employee shifts, capturing detailed records of arrival and departure times. Utilize timesheet adjustments to meticulously track each moment of productivity, allowing for the rapid calculation of total billable hours. The platform makes workforce budgeting and planning straightforward and efficient. With Centra Hub HCM, you can easily upload job descriptions, determine the number of positions available, and shortlist candidates, among other functionalities, ensuring your recruitment process is as smooth as possible. This software not only enhances operational efficiency but also significantly improves overall employee satisfaction.

Empxtrack is a next generation software for Human Resource and Talent Management. It is one of the most trusted integrated web-based HR solutions that can automate all areas of the Human Resource department and encourages a paperless environment. It also provides comprehensive reports and analytics for informed decision making. Empxtrack uniquely combines Performance Management, Human Capital Management, Compensation Planning, Recruitment, Self and Manager Services, Payroll and Compliance, Rewards and Recognitions, Manpower Planning, Surveys and a comprehensive Employee Database with advanced search features. Empxtrack is currently being used by more than 350,000 employees across 20+ countries. And the numbers continue to grow month-over-month. For businesses of all sizes, across multiple industries. The intuitive interface and customizations provide good user experience and help build engaged and high performing workforce. Empxtrack offers ready to start products for FREE. Use Empxtrack for free and upgrade when required. Keep adding more functionality as you need.

Empower your teams and users to streamline repetitive tasks in a manner that suits them best. With Relay's user-friendly, code-free design, anyone can easily set up workflows in a matter of minutes. This efficiency allows IT departments to dedicate their efforts to more critical priorities. Featuring a versatile interface and an array of robust functions, you can automate both simple tasks and complex processes seamlessly. The outcome is enhanced workflows, exemplified by efficient content reviews, consistent employee onboarding, and expedited contract approvals. However, automation is only effective when there is transparency regarding the status of ongoing tasks. Relay provides visibility into each active workflow, complete with an exportable audit trail. By monitoring and refining business processes, tasks are completed even more swiftly, ensuring that everyone stays in sync. Additionally, since Relay benefits from our comprehensive content platform, you receive increased value for your investment. It effectively handles content review workflows, fosters agency collaboration, and manages product and press release distributions, ensuring that all aspects of your operations run smoothly. Moreover, with the ability to customize workflows, teams can adapt and evolve their processes as needed.

Framestr enables companies to effectively generate and nurture leads by utilizing engaging forms alongside workflow management solutions. These forms seamlessly connect with popular customer relationship management (CRM) and email marketing platforms such as Asana, Zendesk, Slack, Mailchimp, and Campaign Monitor. Begin organizing your data and expand your business today! By default, Framestr offers daily summary insights, including metrics like Unique Views, New Submissions, Conversion Rate, and Total Submissions over time. For a more comprehensive analysis, users can integrate Google Analytics. Collect information in your preferred format to enhance data quality and provide an improved experience for form users. Additionally, you can programmatically access Framestr's resources to develop custom integrations with third-party applications. Implementing real-time field validation on your forms allows you to collect information in the most suitable format, thereby elevating both data quality and user experience. Overall, Framestr empowers businesses to streamline their lead management processes and make informed decisions based on actionable insights.

SAP provides robust workflow solutions designed to aid managers in handling approval processes effectively. However, until recently, there was no comprehensive tool available to unify these functions. With myApproval, users can seamlessly integrate tasks from both SAP and external systems into a single, user-friendly approval interface. This offers employees a straightforward, real-time solution for approving or rejecting tasks, journals, or documents on a daily basis. Administrators benefit from a variety of interface options, ensuring that tasks are easily accessible and can be completed whenever necessary. You can select from multiple formats, including SAPui5, web applications, and Microsoft Outlook, to align with your specific operational requirements. This flexibility significantly reduces the likelihood of tasks being overlooked and enhances overall business management. Furthermore, myApproval allows for greater transparency in the approval process, ultimately leading to improved productivity and efficiency within teams.

ExpressApproval seamlessly integrates SAP Workflow approvals directly into the hands of your managers, enabling them to process purchase orders, requisitions, sales orders, and service entry sheets via user-friendly HTML interfaces on any device in mere seconds. This efficient system empowers your team, making it ideal for managers who are frequently on the go while simplifying a previously fragmented purchasing approval process. With the ability to approve requests quickly from smartphones, tablets, or web browsers, this software-as-a-service solution is securely managed in the cloud, leaving your training budget untouched. Each application is designed to be straightforward and intuitive, minimizing reliance on IT support. The integration with your existing SAP system is effortless, allowing for one-click approvals, making the entire process remarkably simple. Not only is it quick and affordable, but ExpressRelease also expertly manages your entire blocked invoice approval workflow with an innovative user interface, ensuring that essential functions are readily accessible on mobile devices and browsers alike. This means that no matter where your team is, they can stay productive and responsive.

ProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients.

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

At Budibase, we prioritize delivering an exceptional development experience with a strong emphasis on application aesthetics. Our platform empowers users to design applications with the expertise of seasoned professionals. You can create applications that function seamlessly on mobile devices, tablets, and desktop computers. Updating your app's theme is a breeze and can be accomplished in just two clicks. Our tool allows you to construct robust and tailored forms suitable for a variety of situations, such as multi-step forms, public submissions, surveys, and much more. You have the flexibility to modify your user interface in real-time based on specific app conditions, ensuring that certain user groups have restricted access to particular screens. With the advantages of our open-source platform, your application's data can remain securely within your infrastructure. You can deploy your apps using Kubernetes, Docker, or Digital Ocean, or opt for the Budibase Cloud, which takes the hassle out of management by handling everything for you. By hosting with Budibase, you can enjoy the easiest and fastest route to get your applications up and running with minimal effort. Ultimately, our goal is to provide a seamless experience so that you can focus on what truly matters—creating amazing applications.

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

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.

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

Tallyfy simplifies workflow management like no other, offering an unparalleled product that streamlines your workflows, forms, tasks, processes, approvals, and documents seamlessly. While you can explore various alternatives, none compare to the satisfaction that Tallyfy delivers, as it harmoniously integrates with your current applications. Discover the positive feedback from users who appreciate its efficiency. This platform enables you to effortlessly capture and automate every process within your organization, all without the need for coding, complicated flowcharts, or unnecessary complexity. Unlike many attractive flowchart and project management solutions that ultimately fall short, Tallyfy combines both beauty and functionality. To alleviate workplace stress for good, begin your Tallyfy journey today. Preserve essential knowledge within your organization by developing actionable blueprints that avoid convoluted flowcharts and chaotic documentation. The ease and power of training and automation have reached new heights, making Tallyfy an essential tool for modern businesses. With Tallyfy, you can enhance productivity and ensure that your processes are as effective as they are visually appealing.

Doxpro Spaces is a Cloud Workflow solution designed for small to medium-sized businesses, entrepreneurs, and local government agencies. This platform empowers users to create and manage their processes seamlessly in one centralized location. With its cloud-based, user-friendly workflows, Doxpro Spaces enhances operational efficiency and accelerates growth for various organizations. Users can easily develop forms from the ground up or modify existing ones, incorporating rich content and media without needing any coding skills. The software provides real-time insights into each process, presented in a clear and accessible manner. Users can effortlessly view workflow progress, account details, notifications, and requests all in one convenient interface. Additionally, Doxpro Spaces allows for visual creation of workflows, enabling quick alterations from any location at any time. The drag-and-drop functionality simplifies the process of assembling and organizing workflows. This comprehensive tool not only streamlines operations but also promotes collaboration and innovation among teams.

BOOM serves as a comprehensive platform tailored for digital enterprises, offering everything from rapid production capabilities to an intuitive web interface for managing visual assets, fostering collaboration, and streamlining distribution. Simplify your visual delivery process by effortlessly scheduling shoots, whether at a chosen location or within one of our two studios in Europe, thanks to our adaptable automated system that oversees your entire production workflow. Eliminate the time lost in searching for the correct image or video specifications. You can swiftly edit complete shoots, cropping and tailoring your visuals for various digital channels using our convenient preset formats and filters. Enhance your project management and boost team efficiency by assigning tasks, providing feedback to both internal and external partners, and designating roles that enable specific individuals to approve or reject visuals. Furthermore, distribute your imagery directly through the BOOM platform in mere seconds utilizing our fast content delivery network, optimizing bandwidth usage while deploying your images effectively. With BOOM, you can transform your creative process into a seamless experience, ensuring that your digital content is always a step ahead.

Our core principles are rooted in simplicity and elegance. Structure your information within a user-friendly tabular format while enjoying the advantages of a contemporary workflow solution that includes automations, reports, forms, databases, and much more. Feel free to explore the demo app provided below to familiarize yourself with the capabilities of WorkMap. Keep in mind that while the demo showcases the general features of WorkMap, it may not be a precise replica of the actual product. Our research teams are currently focused on harnessing advanced AI technologies to streamline your data management journey. Transform phrases into actionable workflows through the use of natural language processing. Our robust automation engine allows you to shape the evolution of your workflows and processes, ensuring you can relax while the system takes care of the details. Smart assignments and timely notifications help ensure that all team members remain aware of their duties throughout the workflows. Dive right in with our extensive collection of expert-designed workflow templates that will get you started in no time, enhancing your productivity and efficiency.

Droplet simplifies the journey of digital transformation by providing powerful forms, optimized workflows, and insightful data analytics. The integration of digital forms with intelligent automation enhances connectivity among teams and departments in unprecedented ways. Traditional shared task lists and back-and-forth emails are effectively replaced by seamless automation. Ensured data accuracy means that vital information is consistently clean and automatically routed to essential systems, eliminating the need for manual data entry and reducing user errors. Droplet consolidates all the tools necessary to oversee the data and requests that drive your organization, catering to departments such as human resources, finance, and information technology. By addressing operational inefficiencies, you can shift your focus back to high-impact strategic initiatives. The comprehensive integration of work processes allows you to concentrate on your core competencies while benefiting from a centralized hub for requesting, tracking, and analyzing data, which minimizes context switching and enhances teamwork. Additionally, maintaining clear communication among team members becomes effortless, reducing the reliance on numerous calls and emails, ultimately fostering a more collaborative work environment. This innovative approach empowers you to streamline operations and achieve greater efficiency across the board.

Screendragon, a cloud-based project, resource and workflow management solution, is designed for mid-sized agencies, professional services, marketing, and agency teams with 50+ employees. Our software helps organizations streamline their operations, reduce costs, and improve speed-to market. Our software has been proven to scale to meet the needs of global Fortune 100 businesses. This allows them to solve complex operational problems. Screendragon has long-standing customers such as Kellogg's and Sky, JWT & McCann World Group. Screendragon combines powerful functionality with an easy-to-use UX. Screendragon empowers teams and managers with digital briefs, custom workflows and visual work-in progress dashboards. We also provide online proofing, resource scheduling, planning and forecasting as well as time-tracking, budget tracking and reporting.

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

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.

OTRS can be used to support any team within your company. It combines all the tools necessary to make service management successful. - Ticketing - calendaring, - CMDB Process management Reporting Multiple channels for customer access Knowledge base Service catalog and other information. Your teams have all the information they need and workflows at their fingertips to provide seamless service and customer satisfaction. Customers love the self-service options available through an external portal. They can share knowledge bases articles and informational pages, and they can send requests directly to your team. The SERVIEW CERTIFIED TOOL seal was given to the OTRS service management software.

FileHold, an enterprise-grade document management and workflow solution, is designed to help large organizations transition to a paperless workplace. FileHold can be deployed on-premises, in a secure public or private cloud and offers a range of features including document scanning, indexing. versioning, searching, document linking, as well as document indexing. FileHold is compatible with all browsers, has a rich desktop environment and is mobile-ready. Integration with MS Office, SharePoint Teams, Active Directory, and Teams is possible right out of the box. Fully documented API.

In-STEP BLUE can manage corporate processes, workflows, or standards such as the German V-Modell XT or Automotive SPICE. You can tailor activities and artifacts according to your needs. The software features include project, requirements, document and resource management. You can also manage risk by modifying the version of the software from a central, multi-user Oracle database. Gantt-Charts and dashboards as well as cost planning and resource charts are all available to facilitate tracking progress. Remote access to progress data, scheduling, and other information is possible via the webapp.

You can scale your business by transparently integrating your products and services with the associated partners, customers and partners in epilot. We bridge the gap between modern customer interaction, efficient process and collaboration management, and modern customer interaction. No matter how complex your products or services are, epilot can simplify them and provide more transparency for your customers and employees. epilot is modular in structure. You can decide which solutions are best for you. At the customer interface, epilot allows you to digitally record your inquiries and sell your products or services online. All this without any programming knowledge. Transparent 360deg views support customer retention and the exploitation untapped revenue potential. An automated workflow management system allows you to collaborate with your partners more efficiently and helps you manage your processes more efficiently.

Medforce Technologies offers CommandCenter, a sophisticated healthcare business process management (BPM) software that empowers users to execute tasks based on strategic importance. This platform allows for the enforcement of uniformity, enhancement of visibility, monitoring of progress, establishment of accountability, and risk reduction, among other benefits. Additionally, CommandCenter boasts features such as adaptable views, integrated business analytics reports, and user-friendly dashboards. The software is meticulously customized for every organization, giving users complete control over their processes. With our easy-to-use workflow creation tools, you can define the specific roles, tasks, and timelines of each procedure, ensuring that every assignment is finalized accurately and punctually. Thanks to the integrated business analytics reports and customizable features, both you and your team can stay organized and prioritize the most critical tasks without missing a beat. Your organization can thus enhance its operational efficiency and optimize resource allocation effectively.

Accelerate your deal closures with ProDeal, a platform that eliminates cumbersome email threads, lengthy conference calls, and outdated data rooms through efficient document and workflow management. ProDeal enhances your transactions with added security, better organization, and improved visibility. With just a click, you can set up your deal room and invite everyone involved to collaborate seamlessly. Monitor tasks and documents using customizable checklists that simplify the tracking process. Effortlessly upload, review, version, and store files for quick future access. Say goodbye to chaotic email exchanges and embrace secure, real-time communication instead. The user-friendly interface allows you to gain proficiency within minutes, enabling you to manage details effectively, reduce closing expenses, and ensure that all stakeholders remain aligned. ProDeal merges the security of encrypted email with the advanced workflow capabilities of a modern platform, all in one intuitive tool that can be mastered quickly. Furthermore, ProDeal comprises a dedicated team of professionals from technology, finance, and legal backgrounds, committed to enhancing and securing transactions worldwide. This collaborative approach not only bolsters transaction security but also optimizes efficiency across various sectors.

Manage your projects in a manner that suits you best using Airtable. This versatile collaboration tool merges the capabilities of a relational database with the straightforwardness of a spreadsheet, offering a seamless experience. It is compatible across various platforms and devices, ensuring that data is synchronized instantly. Users have the option to display their tasks through a variety of formats, such as grid, calendar, Kanban, gallery, or forms, making it easier to visualize their workflow. With its intuitive interface, Airtable enables teams to enhance productivity while maintaining organization.

FormFoundry is a versatile web-based platform designed for organizations to create specialized data collection applications that meet their specific requirements. Its advanced web form builder enables the effortless launch of native mobile applications for field workers, while its adaptable data platform provides a comprehensive overview of essential business operations. Developed to address weaknesses in data management, FormFoundry enhances the data collection process significantly. Equip your business with powerful form creation tools, custom asset management, and sophisticated workflow configurations, all tailored to suit your precise needs. Inefficient data handling, incorrectly labeled files, and data corruption can lead to significant challenges for any organization. Additionally, the combination of sluggish manual data entry and review processes may result in some companies falling behind in the rapidly evolving digital landscape, highlighting the necessity for modern solutions. By adopting FormFoundry, organizations can eliminate these hurdles and ensure they remain competitive in today's fast-paced environment.

Businesses that succeed now and in the future leverage adaptable and scalable technology that promotes growth rather than obstructs it. ZoneApprovals provides both straightforward and intricate features, enabling you to tailor your lead-to-revenue processes as necessary. You can easily create, oversee, and modify approval workflows of varying complexities directly within NetSuite. Operating seamlessly within NetSuite, users begin by choosing the appropriate subsidiary, currency, and transaction type to kick off their workflow. They are guided through a user-friendly wizard to specify essential criteria, including department, line-item classifications, approvers, and methods of approval. You can maintain workflow momentum by approving or rejecting requests from anywhere; whether within NetSuite or through email, all you need is your mobile device to contribute. Every phase of the workflow is meticulously trackable and transparent at all times, ensuring that you remain informed and in control. This level of visibility not only enhances efficiency but also fosters accountability in the approval process.

Complex teams need simplicity. Hubstaff Tasks is an Agile project management tool that makes it easy to get more done. Automated Kanban-style workflows. Visual boards and columns are a great way to keep your work moving in the right direction. This is not your typical kanban board. You can easily set up custom workflows to move tasks ahead with one click. This allows you to skip the tedious steps of assigning and alerting others. You can see all the tasks of your team at a glance and also view the overarching goals. All Hubstaff Tasks are free for teams with up to five users. Amazing clarity and only the features that you need. One click can move an entire project forward. Proven agile practices for better project outcomes. All your tasks are grouped together in one place. Keep up to date with team updates. Comments keep the entire team informed and in the loop. Tag team members, ask questions, share project statuses, and Fully automated project management with sprints is a favorite of productivity types and agile fans.

ProcessMaker serves as an open-source solution for business process management (BPM) and workflow management. With its easy-to-navigate drag-and-drop interface, it empowers users to enhance their operational efficiency while creating, executing, analyzing, and refining business processes. For those seeking a robust, production-ready BPM platform that supports multiple languages, ProcessMaker is an excellent choice. Key functionalities encompass a Rest API, a versatile form designer, fundamental dashboards, a document output builder, user portals, a cases inbox, and management tools for users, among various other features. This comprehensive set of tools makes it an ideal option for organizations aiming to streamline their workflows.

Stop spending days or weeks chasing down paperwork. Or trying to keep track in your inbox. With frevvo's drag-and-drop tools, automate any workflow quickly. No programming or I.T. No coding or I.T. knowledge is required. You don't need to know any programming skills to create dynamic forms or complex workflows. JavaScript is your preferred method. You can do it, too. It's easy to get started: we have templates for almost all situations (check them out), plus wizards and a stellar support team to help you set everything up. Are you tired of having to go through approvals? Let frevvo handle the approvals so you can focus on the important stuff. Are there different approval processes for different amounts of purchase orders? No problem, your workflows can be adjusted as needed. You can avoid errors, get all the information that you need the first time, and stop worrying about whether the numbers are correct.