Best Workflow Management Software for Microsoft Outlook

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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!

Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

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.

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.

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!

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.

The top-rated Service Desk suite will help you bring agility and efficiency to your support operations. Agiloft's Service Desk Suite offers fully integrated applications that allow IT teams to have complete control over all processes. It includes customer support and RMA management, IT ticketing, internal help desk, asset and change management, ITIL and ITSM.

Be more productive. Automated. Automating business processes across your entire company can increase productivity. Find a better way of getting things done. Combining Digital Process Automation (DPA), Robotic Process Automation, and Artificial Intelligence (AI) can improve individual, team, as well as organizational effectiveness. You can create time-saving workflows that integrate with hundreds of pre-built connectors, allowing you to do everything from small tasks to large-scale systems. With a cloud-based data loss prevention, identity and access management service, everyone can create secure workflows. With built-in AI capabilities, automate tedious manual tasks so you can focus on strategic, high-value projects. With thousands of pre-built templates, automate common business processes instantly.

Favro helps organizations transform into agile businesses by empowering all types of teams to work independently and helping leaders align all work towards company goals. Favro teams in marketing and product development, as well as their leaders and executive managers, have one place for planning, documentation and collaboration.

AgilePoint Low-Code Digital Process Platform empowers businesses to accelerate digital transformation. It empowers its multidisciplinary teams with the ability to automate, streamline or consolidate workflows and process, continuously improving customer outcomes, increasing operational effectiveness, driving revenue growth, and ensuring resilience and scalability.

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

The Fabasoft Business Cloud features a robust set of features that can be used to manage documents and digital business processes across multiple organizations. Automated workflows, automatic syncronization, semantic full-text search, seamless versioning, digital signing of documents, and other features facilitate cross-organizational collaboration. This greatly increases productivity.

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.

Software for managing low-code workflows. Workflow management software is used for basic process automation. CMW Tracker is the best choice for anyone who wants to move from Excel-based activity tracking to a more system-oriented approach. Workflow management software is ideal for non-structured, rapidly changing business processes. It provides key capabilities for task and data management. The classic BPMS focuses more on process optimization, which is the next step in process automation. It does more than just model task sequences and capture task-related data. It also helps ensure that all business processes are run in the most efficient way. It has the following key capabilities: full process automation, activity monitoring and enterprise system integration.

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.

Adobe Workfront is an award-winning online management software that helps modern businesses focus on the right work and produce the best work. It also speeds up delivery. Workfront is suitable for all marketing teams. It allows users to create and proof content, manage project requests, plan and prioritize them, use reporting functions, and even use the timeline planning and management tools. Workfront is a tool that helps teams succeed, whether they are working on large projects or addressing ad-hoc needs.

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.

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.

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different departments are involved. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. It’s time to move work out of disjointed spreadsheets and email and let teams collaborate and communicate more effectively in one place. With Asana, it doesn't matter how many different teams or departments are coming together on a project, they can share context and assign ownership with tasks, combine related work, share files, get instant updates on tasks and projects and build effective cross-functional workflows. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

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.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

The UiPath Platform allows you to transform your business into a fully-automated enterprise. Fully automated enterprises are digitally transformed enterprises. The automation platform that does it all can help you increase business resilience, speed, agility, and relieve people from mundane tasks. To gain a deep understanding of complex business processes, you can use data from business applications like ERP and CRM. You will be able to identify what needs to be automated and how to do it well. And you'll also be able prove your impact. UiPath, an innovative Robotic Process Automation platform (RPA) that enables organizations to automate business processes efficiently, helping them become digital businesses more quickly and gain a competitive advantage on their journey to AI. UiPath is flexible, extensible and sustainable. Users can design their own workflows using UiPath without any scripting or programming. The platform features full auditing capabilities, advanced analytics reporting, and customizable dashboards.