Best Workflow Management Software for Freelancers

A typical workflow can be deployed in hours. However, complex workflows can take up to one week. A platform for operations workflow management that adapts to your company and automates your business processes. You can easily create custom workflows that match your processes using the terminology and forms you already love. Automate and integrate actions into your workflows using action-bots or custom logic. Documents and forms are the heart of any organization. We know that they are essential for a smooth workflow. You can instantly collect data from any business process, analyze the metrics against your KPIs, and identify any anomalies or bottlenecks in your process.

Adept Software provides fast, central access to your most important documents in an environment that is secure and collaborative. This saves time, reduces risk, lowers operating costs, and lowers your business' operating costs. Your company can be aligned on a single platform that provides a single source for truth and a unified view of engineering content and business content. You can empower stakeholders from anywhere to find the right document quickly, regardless of where it is stored. This will increase productivity by 20-30%. You can avoid costly mistakes and safety concerns by making sure your workforce always finds the right version. You can improve efficiency and eliminate bottlenecks with documents that follow predefined approval procedures. Notifications and time-based notifications keep everything on track. Everyone can collaborate on the same platform and do design reviews. Vaults can easily be replicated so that documents are accessible to everyone locally. Adept also keeps everything in sync.

SILKROAD ALM provides high-reliability software with a lifecycle management system. Its name is "Silk Road", which refers to a historical network of interconnected trade routes that runs across Asia and Europe. It provides interlinking routes to various legacy management systems such as design tools, requirement tools, and test tools. This makes it difficult for many developers to develop reliable software. SILKROAD is a great tool that provides an integrated view of the entire software development lifecycle.

Approve requests via email, online forms or your favorite app. Transform submissions into automated, tracked workflows. All team approval requests can be managed in one place. You can customize who is authorized to approve an approval request for a more efficient business. To ensure that requests reach the right people at the correct time, set up approval workflows. With streamlined approval processes, you can increase accountability. You can stay in the loop with a variety of status updates that can either be sent to you email or via our Zapier integration. Get status updates sent to your favorite apps like Slack or Trello, or Google Sheets. Automate approval processes such as purchases, time off requests, expense claim submissions, and many other tasks so you can focus on more important tasks that add real value. Automate processes and increase efficiency within your organization when your online form is submitted.

Automate manual processes and transform them into fully automated workflows. Every day, you can save time and money. Every use case is possible. From employee ramp-up to new customers onboarding or training, to new tools and processes within the company. All this is possible seamlessly using Slack, Teams, and Email. You can eliminate human error and ensure tasks are completed on time. Streamlining internal processes via one platform can save hours each day. Improved communication with clients and internal staff. Integrations seamless with your favorite tools. You can easily integrate all your workspace apps to create a distributed, efficient team.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

SmartFlo routes a virtual job bag through a chosen process model automatically associating project metadata with digital files being routed via secure role-based access. SmartFlo offers enterprise IT a DAM-enabled BPM Server that can be integrated with other enterprise systems or SaaS services via RESTful APIs. Smartflo is open-source software that uses a service-oriented architecture and a mysql/oracle database. SmartFlo is a digital platform that facilitates digital transformation of any business workflow. It routes a virtual job bag through a process model that automatically associates project and job metadata with digital files being routed by team members through secure role-based access. SmartFlo is an open-source software that provides enterprise IT with a DAM enabled BPM server and integrates with other enterprise systems and SaaS services.

Aitomation is proud to be the future of technology. Our product is the best in the industry because it offers state-of-the art functionality. Our automation process makes it easier for people to work more efficiently and productively in their business. Desktop Automation can help you eliminate the things that slow you down, increase productivity and keep your eyes on the important things. We can automate internet research, data entry, data copying, and saving data in Excel, CSV or any other database, SQL, MySQL or HTML. We believe that no one product can solve all your business problems. Aitomation offers customized solutions that meet your needs. Our pricing model is very simple. Either you pay a monthly fee for ongoing automation and updates, or you can opt to have a one-time solution.

Improve customer experience with Client Communications by increasing document accuracy and processing times. Blue Relay automates workflows and business processes to make Client Communications Management easier. Blue Relay provides complete visibility through Resource Management with customizable dashboards, reports, and custom dashboards. The powerful features that allow for detailed requests to be exchanged, including inline annotations, comments and document comparison, improve compliance and SLA adhesion. These capabilities were used by a large customer communications service provider to reduce operational cost, effort and errors. Blue Relay's value to clients is evident in their increasing adoption of the product and the empowerment of larger sections of their workforce. Checklists are used to ensure that critical processing steps are consistently followed across the entire team.

SCLogic is a leader within the in-building logistics industry, offering a facilities workflow solution to large businesses and universities, as well as government agencies. Our comprehensive, configurable software platform Intra, has more than 25 years of experience in facilities management. We can help you simplify your daily workflows. We offer a facility workflow solution for connected facilities. We offer a variety of mobile and desktop applications that can be used to meet the unique needs of your team, including central receiving, document services, asset logistics, and central receiving.

A workflow software that is accessible to everyone. Track and assign forms to a database. Take control. Get the Big Picture. The CRM custom sample form allows you to create deals, log deal activity, view status with a drag and drop kanban chart, calendar to view activity, and much more. Submit details of employees, then send the form to the HR, IT, and office manager for processing. Send the purchase request to a manager. They can either approve or deny the request. Forms for HR to allow employees to request leave, set leave allowances, and to get approval from management. WorkflowFirst is a simple-to-use interface that allows anyone to set up a customized forms package, a database, and workflow management software. You can set up forms that will automatically be sent to one or more users, or to a group like a role or with conditions or scripting. A dashboard is available to ensure that nothing is forgotten.

Safelink offers secure virtual data rooms and collaboration services to organizations such as law firms and accountancy practices, M&A specialists and financial service businesses. The cloud-based solution allows for secure sharing of highly confidential documents through encrypted data storage and transmission. Safelink is a fully-featured solution that offers granular permissions and full content search. It also includes secure messaging, collaboration tools and page-level document tracking. You can drag and drop files and folders to the system. You can also set permissions to who can view, copy, download and print them. Collaboration and coordination features allow users to create tasks, checklists, comment on documents, and publish notices to other users.

Inntobox introduces e-Lawyering for the first time in India. InntoBox is promoted and supported by Company Secretaries and Lawyers who have decades of experience in Business Start-up Services and Corporate Legal Compliances. Inntobox's promoters have the experience of helping 9000+ start up ventures to set up their business, including Zipdial, Babyoye.com, Flipkart.com, and Babyoye.com. InntoBox is India's first E-Lawyering Platform. We have a decade of experience in business start-up services, corporate secretary and legal practice.

Complex Project Procurement is iSpec’s specialty. Complex CAPEX projects can be undertaken by anyone involved in ports and container terminals, shipbuilding, food and beverage, mining, pharmaceuticals, and other related industries. These industries also have consultants. iSpec combines the functions of Document Management, eTendering and Workflow/process Management, Risk Management, Project Management, Quality Management and Project Management into a seamless integrated process to support these principles. Integration of Technology, Project Management, and Tendering functions can improve performance. This will allow for better control, cost reduction, and performance leadership through technology.

Gravity is a multiplatform (IBM i. Windows, Unix. Linux) project and workflow management software that can be used by any organization or development team who needs to manage multiple projects and development processes. Gravity supports process automation, and streamlines all changes within your organization, regardless of the terminology or methodology. Gravity is different than other workflow management software because it allows users to tailor their workflow to their specific needs. This includes sending an email or managing a calendar. Users can also create complex steps such as starting a build on the build server, and requiring sign-off information. Gravity's work management software is easy to use and allows users to manage all activities from one place.

Both customers and service providers can benefit from the automation of work. Your services are available 24/7 while automation ensures that the job is done correctly and quickly. The SMTX Process Management Platform, a state of the art workflow automation solution, automates nearly all business processes. It provides a solid foundation for optimizing internal processes, and automating them where possible. This solution does not require any programming and is simple to use. You can create new processes by using dynamic online request forms, or manually creating tickets.

Go paperless. All teams can use the Form & Document Management CRM. Converting to a paperless workplace -- the ultimate solution in small and medium-sized businesses. All your customers, employees, and vendors in one database. All paperwork, tasks, communications, and forms can be done electronically. All forms and documents can be submitted electronically. Tracking approvals and routing. Okay, now you have data in the forms. What about making sense of it? Or searching by the criteria you need? Share with clients and colleagues. You can create separate File Cabinets for each contact and staff member, as well as the company File Cabinet. You can organize your files in File Cabinet using custom fields and tags. We can digitize forms and documents, and transfer them to Paperless Online. Contacts can log in to the self-service portal to submit forms and documents. All data, including documents and files, can be stored and easily retrieved by your clients, vendors, and teammates.

Briefcase is able to handle the demands of real business environments. Briefcase is a trusted and powerful job management solution that has been proven reliable by our customers and product development. Briefcase combines all the tools necessary to manage a busy team, without having to rely upon fragmented data from multiple apps. Our software is designed to meet the specific needs of directors, accountant managers, designers, finance managers, and account managers. You can manage and assign tasks based on due dates and team members. Your dashboard will instantly display tasks for quick time entry. Time entry is no longer reliable. Instead of scheduling tasks, consider scheduling time. You can adjust and shuffle time right from your dashboard.

Modern life is very fast. It seems that work is coming from all directions. It can be difficult to keep up with your work load and follow business procedures. Aproove Work Management Software eliminates communication barriers and gives you a complete view of all your work. Our advanced work management software allows you to create business workflows that meet your needs. You can also ensure compliance with automated decision-based actions that can be as flexible as necessary. You will ensure that no compliance steps are missed or corners are cut. Task Management ensures that the right people are assigned to the right tasks at the right time. Aproove Work Management software is more than just a task management tool. It provides the tools necessary to complete the job. Everyone stays on track with automated reminders and early warning indicators that are displayed in a user-friendly dashboard.

Unito is an easy-to-use, no-code workflow management platform. It integrates all tools where work is happening in your organization and allows work data flow seamlessly between them. Unito is compatible with the most popular work management tools around the world. More integrations are being added every month. You can easily customize field mappings and filtering criteria to control the flow of information. You can sync all your tools with one connection. This will allow you to keep your team from switching apps again. You can see real-time updates from all your tools in one view. This allows you to quickly respond to opportunities and blockers and is a great way to stay in the loop. Drag and drop workflow design allows you to easily scale your teams' workflows, and share progress across the company. It's now easier than ever to create complex cross-functional workflows.

Pulse 'All in One' Project Management System. Use Project Management and Workflow Automation to do more with less. It's simple. "Pulse", while simple to use, gives you full project management system capabilities. You can empower your team with full project management features like Gantt Charts and Milestones, Baselines and Task Dependencies, Schedules, Forecasts and Kanban, Kanban, Reporting, and more. Pulse also includes a fully-featured Digital Asset Management System, (DAM), that integrates seamlessly with our Project Management System. Imagine what your team can achieve with Version Control and Online Approval, Online Annnotations, Workflows, Secure Sharing, Document Conversions, Tagging, Meta Search, and more. We offer a custom report building service that is affordable and tailored to your needs. Pulse lets you map your business processes into the system, or we can work together to create new processes. Our workflow automation system allows you to automate tasks.

IntelliEnterprise, the most comprehensive Intranet Software Suite, is designed to manage content and processes. It allows organizations to efficiently distribute relevant content. It also offers integrated security, customizable apps and workflows for process automation. There are extensive social tools to connect employees across departments. All this is tied into a Digital Workplace foundation, which allows the mobile workforce to access data in an easy-to-use manner, wherever they are.

You can get things done faster and without missing a beat. Securely manage and share all your files and procedures from one place, from any device, from any location. Methodologee makes it easy to find procedures quickly and organizes them. You'll enjoy using Methodologee because it has a consistent format that makes it easy to create and follow a process. You can give your dream team the tools they need to do the job right every time. For productive collaboration, you can ask them to create procedures and use comments. Methodologee ensures that your data is safe and secure. You have complete control over who can see and what they can do in your account. We are on a mission: to bring Franchisor Operation’s Manuals to life, and make them the #1 place for franchisees to grow and run their businesses. You can find freedom in your business and be passionate about what you do.

iChannel, a document collaboration software, integrates all your business applications with our Document Management System, CRM, Workflow and Portal. iChannel is the perfect solution for you if managing projects, meeting deadlines and complying with compliance standards keeps you up at night. No matter how many employees you have, we can solve your problems at a reasonable price. We will work with you to streamline your processes so that you get the most out of your technology investment.

WorkfloPlus from Intoware is the only SaaS digital work instruction solution that's mobile-first and benefits both the worker and the business. It transforms and enhances existing paper-based human processes into digital work instructions that are easy to follow and accessible via mobile, wearables like RealWear's HMT and desktop devices. WorkflowPlus focuses its solutions on the Oil & Gas, Manufacturing, MRO Utilities, Construction and Infrastructure sectors. The technology can be used in any process, including Inspections & Quality Control and Maintenance & Repairs, Assembly & Installation and Health & Safety, Training & Upskilling.