Best Workflow Management Software for Gmail

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

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.

About the Workflow Template. The digital world requires collaboration, and better collaboration leads to better results. When it comes to setting up a collaborative workflow, it is necessary to create a simple way to manage the process and iterate faster without any constraints. Miro's workflow template makes this easy — that's why project managers, designers, and marketers use this template to align on processes and improve efficiency when executing projects.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

Ravetree, an award-winning work management platform, empowers teams to deliver work quicker, be more informed, spend less time looking for information, and is faster than any other software. Ravetree is a software platform that allows companies to manage their resources, projects, and creative workflows from one place. Ravetree makes it easy to move between applications to find the right information, use cumbersome spreadsheets, or enter the same data multiple times. Ravetree makes it easy to get the job done!

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

You can quickly and easily capture, organize, and find content. All your content can be found in one place to promote collaboration and simplify records management. Automate daily business processes and gain insight that drives decisions. To stay productive, connect the enterprise apps that your teams depend on every day. Scan paper documents from multiple places and store them in one central repository. You can save documents directly from Microsoft Office and import emails, including attachments, with just one click. Laserfiche's industry-leading document management tools allow you to bring all your documents together in one place, quickly, easily, and securely. You can store and share electronic documents securely, efficiently, and cost-effectively. To make better business decisions, organize all your information. Digital files can be used to streamline daily tasks and collaboration.

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.

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

LOCATE is a cloud-based inventory management and order management system that can be scaled to meet the needs of product-based businesses. LOCATE offers the power of an ERP system in the mid-market, from basic warehouse tasks like kitting, barcoding and tracking to more advanced workflows such as drop shipping, outsource production and wave picking. LOCATE is the ideal solution to inventory-based businesses looking for growth. LOCATE is flexible and intuitive software that was designed with the end user in mind. LOCATE's superior customer service is what sets it apart. Our customers aren’t just buying software; they are also partnering with a team that will help them succeed.

Stack Moxie loves marketers. We are marketers. We know technology can make marketers do amazing things. Marketers are set up to fail. Marketing departments need to be efficient, deliver more and comply with strict regulations. A CMO knows that technology is the best way to scale a business and ensure compliance. A CTO would be reluctant. She is aware that marketers are missing a key tool that IT cannot live without. A CTO would insist on stack testing. End-to-end, repeatedly. Are web forms functioning properly? Did customer input trigger the correct actions? Can we pass an audit These tools are not available to marketers, nor is the budget or time required to perform this manually. Stack Moxie was born out of this. Stack Moxie puts IT know-how in the hands of marketers. We make sure martech works: leads don't get lost, digital advertising spend doesn't go to waste, and broken things are noticed.

Freelo is a tool designed for collaboration on projects for freelancers and businesses. With delegatable To-Do lists, tasks and subtasks your work will become more organized and you will have a complete overview of your teams’ work. Track your time and pre-set budgets or hourly rates to simply manage the financial side of your projects. Labels, synchronized calendar and project templates are just some of Freelo’s add-ons that will help you organize your tasks. Personalize Freelo by using our API to connect it to third party software! Try out our 14-day trial with no restrictions and then pick from free or three paid plans that suit you best.

Priority Matrix, a productivity tool for Outlook or Microsoft Teams, helps teams manage, prioritize and focus on high-impact tasks. Priority Matrix helps customers save up to 100 hours per year. It helps them organize meetings more effectively, prioritize emails and foster team alignment throughout the organization. *Priority Matrix has been featured by Microsoft in the Teams app store and is used by thousands. Priority Matrix can be used to get more from Microsoft Teams, increase engagement with Office, and help everyone better unify email and chat on one platform. What makes Priority Matrix different from the rest? - A full-featured project management tool that works in Outlook and Teams Designed to reduce context switching, so you can stay focused. - Integrated with Outlook so that you don't have to use any other apps to collaborate Artificial Intelligence technology can help prioritize and track the right people and projects

Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process using automation and Intelligent Document Processing, with no code required. From on- and offboarding to invoice processing, Google Workspace administration, approval workflows and everything in between, if you can draw a flowchart of your process, then you can automate it with zenphi. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

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

Make is a visual platform that allows anyone to design, build and automate anything, from workflows and tasks to apps and systems. It does not require any coding. Make is used by SMBs, scaleups and teams worldwide to scale their businesses faster than ever. Make allows people to connect and create workflows at lightning speed. Make allows anyone to build like a developer and launch solutions across all industries and business areas at a fraction the cost and time. Make allows teams to visualize and modify processes, and collaborate on them so they can scale as fast as their company. You can integrate sales and marketing tools, automate a customer journey, improve business operations, or build a custom backend system. Making on Make is intuitive, playful, and powerful. Our Maker community has shown us that when building brings out joy, there is no limit to what is possible.

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.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

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.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.