Best Workflow Management Software for Microsoft Teams

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. 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.

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.

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.

In today’s digital landscape, collaboration is essential, and stronger collaboration drives better outcomes. Setting up an effective workflow requires a straightforward way to manage processes and accelerate iteration without limitations. Miro’s workflow template simplifies this, making it a go-to for project managers, designers, and marketers looking to align processes and boost efficiency in project execution.

Empower End-Users With Automation Automation is the power that runs through service and support solutions. You can apply automation across data, workflows, applications, and systems. From closing tickets faster to reducing escalations and hand-offs to creating process workflows for better cross-team collaboration automation enhances your support. Automation drives efficiency, improves performance, and reduces costs for any type of service. Looking to improve HR onboarding or tuition reimbursement? Looking to build a better service catalog for employees to purchase from? These are just a few ways you can improve your enterprise-wide services with automation. Serviceaide has a portfolio of service solutions.

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.

All teams can easily and quickly manage projects and collaborate with each other. Simple and easy to integrate essential work tools. Work together on a unique feed that organizes your work posts in a chronological order, similar to a social media feed. This makes it easy for everyone to browse through projects and tasks. You can forget about lost documents and the constant resending work. Attach important files and info to a post. Pin it so you can find it quickly. Engage with the team through comments and get their feedback. Schedule virtual or physical meetings with everyone. Add a location and video conference link using Zoom or Microsoft Teams integrations. You can even set up notifications to remind you of the event. Invite external teammates to collaborate on projects via email or link. This will make teamwork easy. Keep your work flowing whether you're on the web, desktop or mobile.

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 central nervous system is responsible for revenue. Never miss a revenue signal. Give the right data to the right people at the right time and place, and empower them to succeed. You will know when something is important - from the lead to the case. Give your team the information they need to take the right action. You already spend most of your time there. Slack & MS Teams allows you to search, access, and modify your CRM. You can see what is important. Find out who is doing what. Assist the coach. Measure performance. Track the impact of key initiatives. Troops will notify you immediately if anything has a material effect on revenue. Troops makes it simple for your teams to see the right things at right times, across devices, so they can perform at their best. Troops makes it easier for customer-facing teams to handle routine tasks and actions more quickly so they can spend more time with prospects and customers.

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.

Unlock your team's potential by boosting engagement, collaboration, recognition, and community with Assembly. Our platform has helped thousands of companies break down communication silos, increase collaboration between peers and cross-functional teams, and celebrate their wins along the way! Engage your team with Assembly and see the benefits of increased productivity, better communication, and a stronger sense of community! Get past the information overload Streamline your communication. Empower your team to share knowledge. Announcements are now effortless for all departments and locations. Stay informed and take control. Information at your fingertips Say goodbye to tedious searches. Store, locate, & manage documents or presentations across all tools and apps effortlessly with our streamlined intranet workplace search. Simplify the processes Take back your time and put the repetitive tasks on autopilot. From scheduling an engagement survey for the end of every quarter, simplifying the feedback loop to automating onboarding, we got you covered. Automate Milestones and Anniversary Recognition Never forget to recognize an employee for their birthday or work anniversary. Assembly can automate that process for you.

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.

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.

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.

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.

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.

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.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

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.

env0 is the best way to deploy and manage your IaC including Terraform, Terragrunt, CloudFormation, Kubernetes, and others. env0 enables users and teams to collaborate and manage self-service cloud deployments, and makes your DevOps, development, and SRE teams more efficient, effective, and impactful.