Best Workflow Management Software for Pipedrive

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.

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.

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.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

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.

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

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.

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.

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.

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.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

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.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

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.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

RPA is the future of modern enterprise. Are you interested in RPA to automate manual tasks? Include your people. Automating end-to-end processes that include both your data and people is essential to improve business efficiency. Tonkean's aRPA platform combines no code RPA, integrations and AI-powered coordinationbots into a single platform. This allows you to automate, orchestrate, and coordinate end-to-end processes across multiple systems and people. Our powerful Workflow Builder makes it easy to train your Bots in order to coordinate and execute any business workflow. This includes data manipulation and people coordination. Tonkean puts your employees at the center of the process by reaching them wherever they are: Slack or MS Teams, email, or even via email. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments, and update existing finance systems.

Next Matter is an automated platform that does all the work for you. No more spreadsheets, chats, meetings, emails, or even email. Automated processes replace the tedious work of operations by bringing together customers, suppliers, instructions, tools and customers in one platform. Automated processes can be built by managers in minutes. No programming or experience is required. Teams execute work seamlessly with all the tools they need to complete the job. All processes, tools, customers, suppliers, and teams can be merged into one platform, allowing operations to run more efficiently and confidently. Delivering work has never been easier thanks to all the data, instructions, tools, and other information available in one place. It's quick and easy to implement, and there is no need for additional training. You can set up in minutes using a drag-and-drop process creator and templates that are ready for operation.

Bardeen automates repetitive tasks by using a shortcut. It combines a powerful workflow creator, AI-based recommendations and contextual automation. AI can help you find the right automation for your context. There's no need to worry about time leaks. Smart suggestions will help you find the right automation for the right time. There are many automation options for common workflows. These automations can be customized, used to create your own, or you can use them as a starting point. To ensure your data flows freely, set triggers and connect your apps. Autobooks can join your Zoom meeting, take screenshots, send notification, and much more. Every workflow is different. Automate your workflow in minutes and it will do the job exactly as you want. Our scraper allows data to be extracted from the internet and used in your workflows. Get your productivity boost now. Get data from any website, not just copy-pasting.

Create workflows and apps that connect people and information easily Next-generation apps and workflows that deliver an immersive experience with intelligence. To build and manage workflows without the need for professional services. Unleash the power of content with Backflipt. This empowers customer-facing, partner management and SDR's support teams to engage proactively with new information. Citizen developers and IT operations can create secure, compliant enterprise applications using customizable CSS files with the Backflipt App Builder platform. Create applications that automate mundane tasks and establish business flow. Backflipt Graph allows you to create experiences that are based on the user's context. This will help you be more productive. Create an app or workflow that helps you prepare for your next meeting by using the profiles and information from previous conversations.

Select the authorized applications from our integration list. To start the sync, configure the actions and fields with flow builder. KonnectzIT will manage the communication between the apps. Are you tired of doing repetitive daily tasks that are simple, but time-consuming? You can't do any other important work if you have to dedicate your time and effort to these simple tasks. You are looking for a simple but effective way to save time, money, effort, and your time? Drag and drop visual builder to instantly connect the applications to sync data. It can save you hours depending on how much automation volume you have. The more connections you have, the less time you will spend each day. Simply connect the applications and automate unlimited tasks with a visual connect builder. No matter how complex your workflow, our builder can help you visualize the automation setup while configuring tasks.

Build complex automations up to 10x faster without battling APIs. The days of slogging through a mess of scripts is over. JavaScript is the best choice when you want flexibility, and UI for all other tasks. n8n lets you build flexible workflows that are focused on deep data integration. With a user-friendly interface and templates that can be shared, even the less technically minded members of your team can work together on them. Contrary to other tools, complexity does not limit you. You can build anything you want, without worrying about budget. Connect APIs without code to automate basic functions. You can also use vanilla Javascript to manipulate complex data. You can implement more than one trigger. You can branch and merge your workflows. You can even pause flows while you wait for external events. Custom HTTP requests allow you to easily interface with any API or service. Separate dev and production environments with different sets of authentication data to avoid breaking live workflows.