Best Workflow Management Software for Small Business - Page 12

The implementation of automation in the workplace benefits both clients and service providers alike. With services operational around the clock, automation ensures tasks are completed swiftly and accurately. The SMTX Process Management Platform serves as an advanced solution for automating a wide range of business processes. This platform provides a strong foundation for enhancing internal operations and automating them wherever feasible. Designed with user-friendliness in mind, this no-code tool can be quickly put into action. Users can initiate new processes effortlessly via dynamic online request forms or by creating tickets manually, ensuring flexibility and efficiency in workflow management. By leveraging such automation tools, businesses can significantly improve their productivity and streamline their operations.

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.

Unito is an easy-to-use, no-code workflow management platform. It integrates all tools where work is happening in your organization and allows work data flow seamlessly between them. Unito is compatible with the most popular work management tools around the world. More integrations are being added every month. You can easily customize field mappings and filtering criteria to control the flow of information. You can sync all your tools with one connection. This will allow you to keep your team from switching apps again. You can see real-time updates from all your tools in one view. This allows you to quickly respond to opportunities and blockers and is a great way to stay in the loop. Drag and drop workflow design allows you to easily scale your teams' workflows, and share progress across the company. It's now easier than ever to create complex cross-functional workflows.

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.

IntelliEnterprise, the most comprehensive Intranet Software Suite, is designed to manage content and processes. It allows organizations to efficiently distribute relevant content. It also offers integrated security, customizable apps and workflows for process automation. There are extensive social tools to connect employees across departments. All this is tied into a Digital Workplace foundation, which allows the mobile workforce to access data in an easy-to-use manner, wherever they are.

Accomplish tasks more efficiently without any hiccups. Manage and distribute your files and procedures securely from a single platform—accessible anytime, anywhere, and on any device. Methodologee helps you stay organized, allowing you to retrieve procedures with ease. Its uniform structure simplifies the creation and following of processes, making it a pleasurable experience. Equip your ideal team with the tools they need to execute their responsibilities accurately, every time. They can also develop procedures and utilize comments to enhance collaborative efforts. Methodologee prioritizes the safety of your data, ensuring your peace of mind. Additionally, you maintain complete authority over user permissions within your account. We are dedicated to revitalizing Franchisor Operation's Manuals, transforming them into the go-to resource for franchisees seeking to operate and expand their businesses successfully. Experience the freedom to concentrate on your passions and elevate your business to new heights.

iChannel, a document collaboration software, integrates all your business applications with our Document Management System, CRM, Workflow and Portal. iChannel is the perfect solution for you if managing projects, meeting deadlines and complying with compliance standards keeps you up at night. No matter how many employees you have, we can solve your problems at a reasonable price. We will work with you to streamline your processes so that you get the most out of your technology investment.

WorkfloPlus from Intoware is the only SaaS digital work instruction solution that's mobile-first and benefits both the worker and the business. It transforms and enhances existing paper-based human processes into digital work instructions that are easy to follow and accessible via mobile, wearables like RealWear's HMT and desktop devices. WorkflowPlus focuses its solutions on the Oil & Gas, Manufacturing, MRO Utilities, Construction and Infrastructure sectors. The technology can be used in any process, including Inspections & Quality Control and Maintenance & Repairs, Assembly & Installation and Health & Safety, Training & Upskilling.

The best field service management software allows you to increase productivity, reduce costs and manage mobile workforces. Product Details: The Kirona Field Workforce Automation Solution includes four key software applications: DRS Dynamic Resources Scheduler, Job Management WorkHub, WorkHub, and InfoSuite. These four solutions can be supplemented by modules such as DRS Project Planner, which are specifically designed to manage complex projects or interdependent work cycles. Products like MobileIron (and Threatshield) can also be added to enhance their security measures with industry-leading enterprise risk management. Kirona was founded in 2003 and has been a leader in field workforce management software. Kirona combines innovative software design with exceptional service organization to ensure the technology delivers significant value.

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.

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.

Our software features two distinct visual designers aimed at enhancing user experience. The graphic designers and UI specialists dedicated their efforts to ensure that the workflow creation is not only straightforward and user-friendly but also visually appealing. The primary designer focuses on establishing the business logic of the process, which includes defining process phases, transitions, and the roles that participate in the workflow. This is distinct from the designer that manages automated tasks, such as sending emails, adding items to lists, or performing mathematical operations, and this division contributes to a clearer understanding of the business logic. Additionally, an integral component of the Datapolis Workflow Designer is the form wizard, which is incredibly user-friendly and facilitates the creation of straightforward forms by simply dragging and dropping form fields and adjusting their settings. Furthermore, the Datapolis Workflow Designer provides the flexibility to create an unlimited number of roles within the process, allowing for participants to be either individual SharePoint users or entire SharePoint groups, thereby enhancing collaboration and functionality within the workflow. This comprehensive approach ensures that users can effectively manage complex processes with ease.

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.

bCommunities is a highly innovative online platform that streamlines transactions and collaboration among teams. Within the bCommunities ecosystem, each organization operates in a distinct, secure, and private setting, ensuring that your vendor remains unaware of your client’s identity and cannot see the multitude of tasks you are managing for a particular project, as they are only privy to one task at a time. Conversely, you will not have visibility into the tasks they are working on related to your requests unless they create a Flowback task specifically for you or designate a task as a resource, which will then appear in your account. If all members of your internal team are categorized as Light users (meaning they are all free), they will have access to view all projects and tasks created during the Trial period or those assigned to them by clients. Our robust infrastructure, including data centers and network systems, is meticulously designed to deliver unparalleled uptime, optimal server and cloud performance, enhanced security, and rapid scalability, ensuring a seamless user experience for everyone involved. Additionally, bCommunities is committed to fostering a collaborative environment that promotes efficiency and transparency among all teams.

Presenting the latest innovation in Customer Relationship Management (CRM), Job Scheduling, and Customer Marketing software designed for business proprietors, mobile enterprises, and entrepreneurs. At JOBDONE Software, we are dedicated to offering a user-friendly platform that you can conveniently carry with you, no matter where you are. Our knowledgeable team and dedicated support staff possess extensive industry experience, enabling them to recognize and tackle the typical challenges faced by mobile, service-oriented businesses, thereby ensuring you receive not only dependable tools but also an outstanding user experience. JOBDONE Software includes scheduling and task assignment tools that seamlessly integrate with familiar products to help both large and small organizations operate at peak efficiency. Since every moment on the clock is precious, reclaim that time by simplifying your processes, allowing you to focus on priorities such as quality assurance, customer support, marketing, and much more. Ultimately, JOBDONE Software empowers you to enhance productivity and drive growth in your business.

ExtraView serves as a comprehensive software solution designed for enterprises, focusing on business process management and global quality management systems, particularly in areas like CAPA, adverse event reporting, food safety, bug tracking, change management, and customer support. Users can choose between pre-built solutions or tailor their own specifications to meet unique needs. It can be deployed as a cloud service or installed on local servers, making it versatile for various operational environments. The platform is user-friendly, allowing for easy configuration while also supporting the implementation of fully validated systems for incident management, CAPA, adverse event reporting, root cause analysis, clinical trial data management, and food safety initiatives. Additionally, it facilitates the establishment of bug-tracking, customer support, requirements management, and other vital issue-tracking systems. A noteworthy aspect is that many users can benefit from a robust, free downloadable version of the software. Furthermore, financial organizations often utilize ExtraView to enhance their systems for auditing, ensuring corporate governance, and managing risks effectively. This adaptability makes it an essential tool for a wide range of industries looking to streamline their workflow processes.

SourcePanel's Vendor Project Management System (VPMS) allows for the initiation of projects as needed. With tools for project scoping, automated workflows, and pre-assembled teams, transitioning projects from concept to execution becomes seamless. You can collaborate with your chosen vendors or tap into the VPMS vendor pool, which includes numerous pre-screened technology consultants, engineers, and project managers who are well-acquainted with the system. The innovative, cloud-based dashboard facilitates the management of several projects and teams simultaneously, enabling collaboration through various tools and notifications, approving tasks, and handling invoicing efficiently. VPMS simplifies the process for businesses to delegate smaller tasks to either internal teams or external vendors. The platform enhances project scoping and budgeting, standardizes legal documentation, provides collaboration tools, and incorporates administrative features for overseeing numerous users and projects from an intuitive dashboard. Ultimately, SourcePanel's VPMS stands out as the pioneering comprehensive vendor management software solution on the market today. It effectively transforms the way organizations manage vendor relationships and project workflows.

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.

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.

Revitalize your workplace with GapCross, a powerful tool designed to evaluate and document your business knowledge, efficiently implement that knowledge, pinpoint deficiencies in your operations and facilities, and ensure corrective actions are taken. Whether your organization adheres to federal laws, industry norms, or its own internal best practices, GapCross simplifies the process of identifying shortcomings. Our experienced team specializes in quality assurance, regulatory adherence, and enhancing operational processes. GapCross has been meticulously developed to serve as the premier solution in the field. This innovative cloud-based software is crafted specifically for quality professionals by quality professionals. You can attach supporting documents, maintain permanent records, and collaborate seamlessly with colleagues and clients. Additionally, we've partnered with industry specialists to create cutting-edge educational programs that feature integrated knowledge and regulatory references, allowing you to devote more time to achieving tangible business outcomes rather than sifting through regulations and standards. By leveraging GapCross, you can foster a culture of continuous improvement and operational excellence within your organization.

Joget is an open-source platform that allows for digital transformation faster and simpler. It combines the best in business process automation, workflow management, and rapid application development in an easy-to-use, flexible, and open platform. It is both web-based and visual, allowing coders as well as non-coders to quickly build and maintain apps from anywhere, anytime. Joget has more than 3,000 installed users, 400+ enterprise customers, and 12,000 community members worldwide. This platform is used by a wide range of organizations, from Fortune 500 companies to government agencies to small businesses. Joget is a tool that makes it easy to create and adaptable applications for any organization. It also has a low total cost of ownership.

Everteam Software is dedicated to providing its clients with straightforward solutions that help them create, protect, and improve their information assets, all while minimizing expenses and risks. As a software editor focused on Enterprise Content Management, electronic archiving, and information governance, Everteam has established itself as a prominent player in the CSP (Content Services Platform) sector, as well as in Records Management and Long-term Archiving. The company has undergone multiple transformations to meet the evolving needs of its customers and keep pace with advancements in market trends and technology, always striving for innovation. Recently, Everteam has enhanced its offerings by incorporating intelligent search and automated classification capabilities powered by Artificial Intelligence, further solidifying its position in the industry. This commitment to innovation ensures that Everteam remains at the forefront of effective information management strategies.

It is a robust BPMS tool that integrates with an advanced document management system. It is also too simple to use. It simplifies and automates even the most complicated workflows, despite its simplicity. Kriya is a web-based tool for business process management that streamlines your business processes and gives you smooth control over your business operations. It is a rapid, non-coding-required platform for rapid application deployment (RAD). It was built using business process management (BPM), and workflow concepts. Its mobile digital workplace allows users to access and update records, approve payments requests, and track process performance from any location. The interface is easy to use with drag and drop. Kriya offers a large repository of free, best-practice process templates that you can quickly deploy to get your system up and running. You can keep track of progress with attractive charts, graphs, or dashboards.

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.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.