Best Workflow Management Software for Microsoft 365

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.

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.

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

GW Apps shines in the realm of workflow automation. With the ability to design complex, multi-tiered workflows featuring rules, parallel processes, notifications, and approval sequences—all without writing a single line of code—you can streamline your operations. Eliminate monotonous tasks, ensure uniformity, and benefit from real-time tracking and auditing capabilities. Whether managing expense requests, onboarding new employees, or overseeing vendor relationships, GW Apps enables you to swiftly adjust workflows in response to evolving policies, enhancing efficiency, accountability, and interdepartmental collaboration.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Flowbiz assists any business looking to chart, digitize and automate workflows and processes to get efficiencies, save cost and time. Users complete their processing needs from one system application. It is a versatile charting, workflow and automation program that can be used for any activity, anytime reporting to any smart device. Flowbiz has 3 versions with a pack of features starting starting from $5 AUD dollars for Designer for charting , $18 AUD for Tasker and $35 AUD for AutoTasker for semi-automation and full systems automation. Flowbiz is a cloud based application and available for use anytime. Please contact us top learn more about Flowbiz.

Miro helps you keep your team's minds in sync. Miro is a virtual whiteboard and remote collaboration tool that helps cross-functional teams collaborate more effectively to create great things. Miro isn't a video conferencing tool, and Miro doesn't try to be. Miro's goal is to provide a platform for teams who work most effectively across areas, geographies, timezones to get more out of their ideas when they can't all be in the office together at the same time. It includes over 200 pre-made templates to capture and visualize ideas, collaboration tools like comments, chat screen sharing and video chat and integrations with popular business tools. Miro AI is your team's ultimate boost, empowering you to unleash your creativity and productivity like never before. We are your launchpad to the future, providing the assistance you need to bring your next big idea to life. Let Miro AI help you unlock the full potential of your team's innovation and collaboration capabilities.

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.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

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.

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.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

A highly sophisticated and exceptionally elastic, all-in-one platform, designed to uniquely address the specific needs of vertical or custom markets. The platform focuses on 4 main technological areas. •Low-code App Development. With Comidor Low-Code App Designer, users with no coding knowledge create from scratch an application following some simple steps. •Hyper-automation. With Comidor, you can map, and design all the process steps of a workflow, and make your processes smart with a combination of intelligent automation technologies. •Application marketplace. Through this environment, users can explore a wide variety of ready-to-use business apps suitable for every business need, download them, and thus extend the functionality of Comidor. •Digital workplace, which is a modern digital environment where users perform their daily activities. You can create your own custom dashboard, add interactive tiles, and widgets and track your daily work from the systemic notifications.

Lucidchart is a comprehensive visual collaboration platform that empowers teams to create intelligent, data-driven diagrams for process mapping, team planning, systems architecture, and more. With features like AI-powered diagram generation, real-time collaboration, and data integration, Lucidchart helps users quickly visualize their systems and workflows with ease. Whether you’re building technical diagrams or mapping out complex organizational structures, Lucidchart streamlines the process, saving you time and improving clarity. It integrates with a variety of popular tools such as Jira, Slack, Confluence, and Notion, making it an invaluable tool for enhancing teamwork, driving decisions, and accelerating innovation across your organization.

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.

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.

Adobe Workfront is a leading enterprise work management solution designed to help marketing teams plan, coordinate, and execute projects at scale. Serving as a marketing system of record, it centralizes tasks, resources, timelines, and reporting into a single, structured environment. Teams can move planning activities out of silos and into shared modules that link strategy directly to execution workflows. Interactive views such as calendars, timelines, and dashboards provide role-specific visibility and actionable insights. Automation capabilities streamline approvals, task routing, and repetitive processes to improve operational efficiency. Workfront supports agencies and in-house teams alike, enabling seamless cross-functional collaboration across complex ecosystems. Built-in review and approval tools ensure brand compliance and creative alignment. Deep integrations with Adobe Experience Manager, Creative Cloud, Frame.io, and GenStudio enhance the content supply chain. Recognized by industry analysts and customers, Workfront drives measurable improvements in project velocity and output. By unifying planning and execution, Adobe Workfront empowers enterprises to deliver campaigns faster and with greater precision.

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.

Orange Logic is a powerful platform for digital asset management that helps ambitious content creators and growing businesses increase their control, creativity, and commercial advantage. Our user-friendly, infinitely scalable DAM solution streamlines workflows, automates processes, and removes roadblocks to remote collaboration. Orange Logic has created a highly intuitive interface that is designed to meet every departmental requirement, maximizing user adoption across the company and unlocking workflow efficiencies. OrangeDAM is trusted by Fortune 500 companies in the fields of Healthcare, Marketing, Manufacturing and Media & Entertainment.

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.

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. Benefits include: Faster Delivery. Organizations can be more agile and deploy solutions faster to address their mission critical needs. No-code development is 10x faster than traditional methods (Forrester, 2019). Accessibility. Subject matter experts can build their own web apps without coding which frees up overburdened IT resources. The demand for app development will surpass IT's capacity to deliver by 5 times through 2022, according to Gartner. Lower Cost. App development can be distributed across the organization, reducing total operating costs and improving productivity. Organizations have reported reducing development cost by 74% using no-code app builders (Forrester, 2020).