Best Workflow Management Software for Zapier

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.

Your strategy should be front and center. It should be easily accessible to everyone, and linked to daily activities in order to reach your ambitious goals. Strategy is not a hierarchy. It's "we are all in this together." Every team within the organization should work together to create synergy. All objectives, projects, and KPIs in one place. Bottom-up energy meets top-down structure. Radical transparency. Genuine accountability. Visualize your entire organization's activity. Cascade helps you align your plans and trackable results, so you can grow. Cascade is helping thousands of companies achieve their business goals. Cascade makes big plans possible. Our platform is simple enough to be used by first-time strategists. However, it offers the sophistication and flexibility needed for large enterprises. You can either use our pre-made templates or create your own custom fields and templates.

Planview LeanKit™, which provides engineering teams at all levels with a visual tool for work delivery, enables them to apply Lean management principles to the work they do. This helps them work smarter and deliver better results. Engineers and their teams can see the whole organization at a glance. This allows them to align and focus on the business objectives. You can identify opportunities for continuous improvement with powerful reporting and analytics. Each action is recorded to give context and insight to help you improve. Teams can share a consolidated view on work priority and project status, whether they are in the same room or across the globe. This will allow them to manage their speed of delivery.

Cflow is an AI-powered, cloud-based BPM and workflow automation software that streamlines business processes for companies of all sizes.

Large file delivery service for digital media producers, advertising agencies, and creative studios. Our service for large file delivery is fast and reliable. Amazon servers are enterprise-grade to ensure your files are safe and arrive quickly. We have primary file servers on four continents, and edge servers in more than 50 major cities around world.

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

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.

The rev™, NPD Acceleration Solution was specifically designed for the stage-gate steps for NPD (Consumer Packaged Goods), NPI (Fast Moving Consumer Goods), and PLM (Public Sectors). NPD Acceleration Workflow combines Process St workflow tools with a cloud-based (SaaS), software. We also have our own templates for Item Maintenance and Price Maintenance. Workflow, NPD and NPI, PLM - Workflow Management, Business Process Improvement Product Launch, Product Development Product Marketing, New Product Development, Product Introduction

Levity is a no-code platform for creating custom AI models that take daily, repetitive tasks off your shoulders. Levity allows you to train AI models on documents, free text or images without writing any code. Build intelligent automations into existing workflows and connect them to the tools you already use. The platform is designed in a non-technical way, so everybody can start building within minutes and set up powerful automations without waiting for developer resources. If you struggle with daily tedious tasks that rule-based automation just can't handle, Levity is the quickest way to finally let machines handle them. Check out Levity's extensive library of templates for common use-cases such as sentiment analysis, customer support or document classification to get started within minutes. Add your custom data to further tailor the AI to your specific needs and only stay in the loop for difficult cases, so the AI can learn along the way.

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.

Forms on Fire is a mobile app that allows you to capture and store information on the move. Forms on Fire allows companies to transform the way they do business by replacing paper forms with a mobile app that is easy to use and stores all important documents in one place. The app comes with Microsoft Word and Excel so you can create beautiful reports, drag and drop functionalities, and integrates.

GoCanvas mobile forms are customizable and can be used to save time and eliminate inefficient paper forms. GoCanvas, a cloud-based mobile platform, enables businesses to replace outdated processes and automate their work. GoCanvas mobile apps allow field workers and organizations to quickly collect data using their mobile devices. They can also share the information with their office and send it back to them so they can keep moving. GoCanvas offers access to tools like barcode scanning, image capture and mobile payments, GPS and e-signatures.

Streamtime Software is a web-based tool for project management that's designed for creative teams. Streamtime Software is a web-based project management tool that helps teams manage administrative tasks without having to deal with tedious, frustrating, or ugly forms. Streamtime offers intuitive and beautiful tools that allow for time tracking, job planning and invoicing, scheduling and reporting.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

Your Next-gen BI Tool. Create beautiful dashboards, reports and visualisations with ease. Create beautiful dashboards, reports and visualisations: - export to your favorite formats - send alerts to your team via email, Slack, Zapier, or Zapier - share your dashboards with your team and customers via embedded dashboards Trevor is a secure read-only transaction that takes just 20 minutes to setup. dbt-compatible.

Software to help you manage, understand, and grow your services company. Effective business decisions that lead to growth are made by understanding what is happening in your company. You can see revenue and cost projections for up to six months, the value of work in process and the status of your invoices. You can see where your leads are coming in, how much work is in your pipeline, and how much you've won this month. You can see the time used by each employee or individual projects. You can also view the billed vs. non-billed time by project, month and team member. You can see which stage each project is at and how they are tracking against budget. Identify problems early. ROLL focuses exclusively on business performance. Business owners save time by having facts and figures at their disposal. They also have the visibility and tools they need to grow their business.

ProcessPlan manages every task, workflow, task, and decision for your company to ensure a smooth running day. Our Machine Learning (AI), analyzes your processes and automatically improves them. Machine Learning will increase sales, quality, profits, reduce costs and customer satisfaction, improve response time, reduce rework, and more. The system will take care of most of your management tasks and reduce your management time by approximately 60%. Our system will assist you in identifying the process steps, the people involved and the data collected along each step. All information is gathered and presented to you in a structured way. Documentation used to be time-consuming and tedious. This is no longer the case. Once you have identified the process steps and people, the system will automatically assemble your process diagrams with just one click and create printable process documentation.

Drag & Drop process flowchart maker allows you to embed video, docs and guidance to make things easier. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. Summary dashboards and detail reports allow you to view all task progress, track the status of tasks, and see what is due. Communicate, @mention and resolve issues as a group (even Guests), keeping track of everything discussed. Audits, feedback, tracking process success, and recording 'why not done' are all possible with audit trails and timestamps. Drag and drop process flowchart maker to create clear instructions. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. You can view all task progress, track the status of tasks, and see what is due using summary dashboards and detail reports.

GoVisually is a leading online proofing tool built for creative & marketing teams for fast design reviews & approval.

HighGear, the most popular no-code workflow automation platform, allows everyday business users build enterprise-grade workflow apps without having to write code. HighGear is used by mid-to-large businesses in regulated sectors like banking, insurance, and energy to manage work, improve visibility, streamline operations, and meet compliance requirements. HighGear is an intuitive platform that can be trusted by management and approved IT. It allows you to easily create forms, design processes, and automate workflows.

Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.

You can influence how work is done. Convert repetitive tasks into workflows to simplify the daily grind. Your business will benefit from structure and visibility. Your business is growing but is it scaling well. Scaling well allows companies to handle increased sales or output without having to increase costs, employee turnover or lose customer satisfaction. Your workflows will help you grow your business without losing the things that make it great. Do you feel like your team is constantly switching browser tabs and getting sucked into small distractions each time they enter the office? According to the American Psychological Association (APA), switching between tasks can take up to 40% of a person's productive time. A well-organized workflow will help your team group similar activities together, and keep them focused on the important things by avoiding distractions.

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.