Best Process Mapping Tools for Salesforce

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

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.

Smartsheet is an award-winning collaboration and work management platform that helps teams take more action and less talk. Smartsheet gives organizations access to a powerful platform that opens up new opportunities for customers, revenue, and ideas. Smartsheet is a spreadsheet-like interface that offers tools like file sharing, Gantt charts and work automation, portals and dashboards, as well as other useful tools.

Lucidchart is an online diagram tool that allows you to create and share professional diagrams. We support all aspects of communication and collaboration, from system design to brainstorming to project management. Lucidchart is loved by millions.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

Communication, files, and project assets can get lost across multiple tools, making it difficult to manage projects. If work is done in one location, there is a single source for truth that has all communication, tasks, and files. Projects run smoothly! You can create a project for any purpose: internal meetings, marketing campaigns or client projects, office parties, and so on. Add the right people and tools to the job. Project management tools allow you to see everything so that nothing is lost and the project runs smoothly. Many project management tools make inviting clients and working with them an afterthought. Project.co is different. We believe that inviting clients to work with you is the best way to create magic. Every project needs the right tools. You can choose from our core tools like discussion, tasks and files. You can embed other tools so that everyone can see them all.

ProcessMaker is an open-source business process management (BPM), and workflow management software solution. ProcessMaker offers a user-friendly drag and drop interface that allows users to increase efficiency in building, running, reporting, and optimizing their business processes. ProcessMaker is a multi-language compatible BPM platform that is highly efficient, production-ready and multilingually compatible. Rest API, responsive designer, basic dashboards and output document builder are some of the core features. User portals, cases inbox, management, and other features are also included.

Zingtree lets you build interactive decision trees with no code. This allows you to create agent scripts, guide customers and manage internal processes. By turning your workflows into a choose-your-own-adventure-type experience, you help your users reach the next best action and make the complex simple. It is a no-code solution that allows business users to create, deploy, manage, and update their decision trees with minimal IT work.