The Best Workflow Management Software

Get the best software for your business. Compare product reviews, pricing below.

Talk with a software advisor
Talk with an advisor
Get a free consultation from an independent expert.
Or, call toll-free: (800) 827-1151
Talk with a software advisor
Talk with an advisor

Popular Products

No products found
CMW Tracker Screenshot

CMW Tracker

CMW Tracker is a non-coding workflow automation software for quick and easy streamlining routine business operations. It empowers non-technical business people to create their own web forms and workflows, get them up and running, keep track of group task flows within a single web-based environment and boost productivity. CMW Tracker is easy to set up, use and adjust on-the-fly, with no IT resource required. @youtube CMW Tracker has a full set of web-tools for rapid workflow automation: Graphical
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$30/user/month
Client OS
Web
Deployment
Cloud or On-Premises
TPS Cloud Axis Screenshot

TPS Cloud Axis

★★★★★
★★★★★
(3)
TPS Cloud Axis test offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$10/month
Client OS
Web
Deployment
Cloud Hosted
Jetpack Workflow Screenshot

Jetpack Workflow

★★★★★
★★★★★
(1)
Jetpack helps firms become more productive and profitable by providing a transparent, 360 view of everything that is going on in the firm. Jetpack Workflow is a recurring client and team management application. You can automate all recurring work, create templates for repetitive processes, track your team and what they’re working on, and never let client work fall through the cracks. A simple interface also means that your team can get up and running in no time! Also included: Document upload,
Starting Price
$25/user/month
Client OS
Web
Deployment
Cloud Hosted
Microix Screenshot
Microix is a software development partner for MIP Fund Accounting Software which has created add-on modules to extend MIP Fund Accounting’s functionality. These tools automate data processes, streamline reporting, and support internal control, focusing on paperless automation and customizable workflows. The Microix Workflow Modules consist of three dedicated modules: Budget, Requisition and Timesheet. Four optional add-ons are available: Inventory, Vendor Punchout, HTML Approval, and the Cloud Companion Web Application. Microix also has compatible time clocks and barcode scanners. Microix modules are intended for the nonprofit and public sectors. Pricing depends on the total concurrent licenses required.
Client OS
Windows
XCMworkflow Screenshot

XCMworkflow

Eliminate unproductive manual processes and improve efficiencies, client satisfaction and firm profits. XCMworkflow is a web based application that helps move tasks through your office thus improving productivity. Video Overview ; Features ; and Target Market . Video Overview ; Features ; and Target Market . Some of the features found in XCMworkflow include: Improve control of your office with automated tracking and workflow of your entire preparation process allowing you to control the process
Client OS
Web
Deployment
Cloud Hosted
Workflow Screenshot

Workflow

Information technology is seen as a means by which your business can achieve agility and competitiveness. Although information technology has numerous beneficial effects on a typical enterprise, perhaps the most potent means of applying information technology is to use it to directly manage business processes through workflow management systems. A workflow management system provides the business analyst with a view of the processes that the business currently operates, and allows the analyst to
WorkFlow DMS Screenshot

WorkFlow DMS

Workflow DMS is an easy-to-use solution that allows users to route and manage document flow. Integrate multiple users in an office or connect additional users from different departments to create a team effort environment. In a simple click of the mouse, Workflow DMS can scan, route, approve and edit source files to automate document course. Workflow DMS is the only document management solution with unparalleled features to help QuickBooks users manage and control source files. Set up consistent
Purchasing Workflow Screenshot

Purchasing Workflow

Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organizations to tightly control & manage their procurement system. Video Overview ; Requisitioning Features ; Vendor Catalogue Functionality ; Workflow Management ; Cost Centers ; User Configuration / Security ; Notification Engine ; Availability &
Client OS
Windows
Deployment
On-Premises
Monday.com Screenshot

Monday.com

★★★★★
★★★★★
(5)
Monday.com is a task and project management platform known for its ease of use and comprehensive feature set. It stands out for its intuitive user interface, which simplifies task management and workflow creation. The platform also offers a wide range of integrations with other apps, enhancing its functionality.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$8/user/month
Client OS
Web
Deployment
Cloud Hosted
Asana Screenshot

Asana

Asana is a work management platform that makes your team’s work, projects, and tasks easily to handle online. The project management software is used by individuals and teams to make sure projects and tasks are completed on time. One shared space can hold goals, plans, tasks, files, and more that multiple employees can collaborate on. @youtube Task Management; List View, Board View, and Calendar View; Assign People and Due Dates; Reporting; and Integrations with Over 100 Tools including Slack,
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$10.99/user/month
Client OS
Web
Deployment
Cloud Hosted
Stackyon Screenshot

Stackyon

Stackyon is a highly configurable and scalable low-code workflow and process automation platform. It is equipped with easy to use configuration tools, and intuitive dynamic user interfaces. Organizations can quickly build highly customizable applications to automate their workflows and business processes at a fraction of the time and cost associated with traditional programming. It can work standalone or integrate with your existing systems. Workflow Automation; Business Process Automation;
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$50/user/month
Client OS
iOS, Android, Web
Deployment
Cloud or On-Premises
Contentverse Screenshot

Contentverse

★★★★★
★★★★★
(7)
Contentverse is file management for every department in every industry. Securely store, organize, find, and share files with colleagues or partners outside of your organization. Documents can automatically enter workflows based on your day-to-day business processes, where they will be sent to all relevant coworkers for review, editing, approval, or collaboration. You can add an electronic signature to files, including metadata for the name of signer, as well as the time and date of signing. Need
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$250/user (perpetual license)
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
PRAGMA-WFM Screenshot

PRAGMA-WFM

PRAGMA-WFM is a web-based platform for the management of business flows that is based on the logic and functionality of workflow management. PRAGMA-WFM helps businesses optimize work activities and enhance companies performance. The platform was launched in the pharmaceutical sector to respect the industry’s stringent quality standards. PRAGMA-WFM is CFR 21 Compliant and a particularly valuable tool during the inspection phase, as it traces even the lowest level of information, selectively
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$30,000 (perpetual license)
Client OS
Windows, macOS, Linux, Web
Deployment
On-Premises
Kissflow Screenshot

Kissflow

★★★★★
★★★★★
(3)
Kissflow is a digital workplace platform that helps track all work at your business, including HR, procurement, finance and operations, and more. Capabilities of these cloud products include process management, case management, collaboration on projects, analytics, and integrations with other business management software . @youtube Automated Business Apps; Custom Form Builder; Define Workflows; Set User Permissions; Progress Monitoring; and Advanced Reporting. The Standard Edition of Kissflow
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$9/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Jira Screenshot

Jira

Jira is a project management tool designed to keep teams organized and increase productivity. Scrum and Kanban boards help visualize the progress of tasks to keep everyone on track. Custom Workflows; Agile Reporting; Scrum and Kanban Boards; Roadmaps; Integration with Developer Tools; Custom Filters with JQL; and Mobile Apps. A 7-day free trial is available for teams of any size. Self-hosted options are available for larger teams.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$7/user/month
Client OS
Web
Deployment
Cloud Hosted
FunctionFox Screenshot

FunctionFox

★★★★★
★★★★★
(7)
Simple timesheet and project management software for creative teams With more than 100,000 users in over 100 countries around the globe, FunctionFox is the proven timesheet and project tracking system for creative teams. FunctionFox is available in 4 different versions: The classic time & project tracking system used by thousands of creative professionals worldwide - perfect for smaller creative teams. FunctionFox Classic includes: Easy-to-use timesheet with stopwatch timer; CEO Desktop project
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$35/month
Client OS
Web
Deployment
Cloud Hosted
Smartsheet Screenshot

Smartsheet

★★★★★
★★★★★
(1)
Smartsheet is a work execution platform that helps increase the speed of your business so you can make better decisions faster. Configure, adapt, and improve work processes; Speed up execution of repetitive tasks; Share information with stakeholders; Engage your teams; Real-time visibility; and Accelerate execution and process innovation. Projects; Grids; Calendars; Dashboards; Cards; Portals; Forms; Automations; Integrations; Connectors; and Control Center. Standard Individual plan starts at
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$14/month
Client OS
Web
Deployment
Cloud Hosted
ProjectDAY Screenshot

ProjectDAY

A fully Automated and Integrated End-to-End ERP Software for small and mid size Project Management companies. Industries served include construction & real estate, general contractors, mechanical, and electrical contractors with complex business processes. These include cost estimation, project costing, material tracking, labor GPS & labor cost tracking, AR Tracking, AP Tracking by project in you Project Management. Cost estimation; Project costing; Material tracking; Labor GPS & labor cost
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$99/user/month
Client OS
iOS, Android, Web
Deployment
Cloud or On-Premises
Workflow Anyware Screenshot

Workflow Anyware

Workflow AnyWare is a flexible development platform for facilitating the automation of a variety of different tasks. The software lets you create custom applications for your business or clients using the AnyWare infrastructure. This lets you capture and report, search and retrieve, and deliver automatically. Workflow AnyWare will move business processes to electronic environment rapidly and create a process based structure in the organization. Workflow AnyWare is a “low-code” platform, enabling
Client OS
Web
Deployment
Cloud Hosted
Optix Screenshot

Optix

★★★★★
★★★★★
(1)
Optix is a document management and workflow software by MindWrap. Optix helps organizations electronically manage their critical data, from creating, through revisions, to archiving. Optix will work for almost every organization, as it is usable on both Windows and Mac, and is available offline and online. Optix allows highly-customizable workflows and scripts, which automatically moves a document along its lifecylce. High degrees of security and governance help keep data secure and only
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$5,000 (perpetual license)
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free the best workflow management software recommendations that meet your exact requirements.

Sort by 
Filter by User Rating
Filter by Price Range
Filter by Deployment
Filter by Client OS
LinkedIn
Buyer’s Guide

What is Workflow Management Software

Workflow management software tracks real-time progress throughout a project lifecycle, assigns tasks to specific employees, and clearly describes project requirements within the system. Automated task assignments will help reduce the time spent keying in data and improve how quickly you manage your workflow.

Workflow management software helps you determine where improvements can be made to cut down on labor costs and get projects done faster. When employees log the time spent on a particular task, you get a closer look at each step of the process to see which tasks are taking too long that might be holding up your projects. With this information, you can make changes to improve efficiency.

Features of Workflow Management Software

Functionality Description
Workflow Designer Create a graphical representation of the steps and requirements of the process that is easy for users to follow.
Task Management Assign specific tasks, requirements, and deadlines to different users.
Time Tracking Record how long individuals spent working on a task towards a specific project.
Automated Notifications Automatically send text messages or emails to users updating team members the status of specific tasks - i.e. when a task is assigned or completed.
Role-based User Permissions Set user roles and permissions to give specific employees access to modify particular tasks or workflow phases.
Custom Form Designer Build custom web forms for employee onboarding, employee PTO requests, and purchase order requests.
Reporting Monitor KPIs to see which steps in the process are running smoothly and which steps need to be improved.

Benefits of Workflow Management Software

  • See where processes or projects get backed up - If workflows are interrupted and projects are behind schedule frequently, workflow management software can help you see where the hold-ups are. Work might be getting bottlenecked by one employee with too much on their plate. By having visibility into the workflow, you can take corrective action to ensure projects run smoothly.

  • Reduce administrative errors - Workflow management software can automate data entry processes, greatly reducing errors from manually inputting data. Steps in the process are also less likely to be skipped or missed. Workflow management software will notify the next person in the process when they should begin their task after the previous task is completed.

  • Improve internal communication - Workflow software lets your employees clearly see completed tasks and tasks that need to be completed in the future. Employees don’t need to hunt down the information they need about where in the process the project is, and can automatically notify coworkers when a task is completed.

  • Easy form building - Many workflow management tools have a “what you see is what you get” form builder within the system. Some of the systems have drag-and-drop functionality, so you can easily design the form the way you want with custom text and number fields, maps, dropdowns, etc.

Free Workflow Management Software

Individuals, small companies with limited budgets, and organizations just looking to test out a particular workflow management solution for a month or two can use free versions of the software.

Examples of free workflow management software include:

  • Asana - The Basic plan from Asana is a free solution for individuals or start-up teams of up to 15 people looking for simple project management functionalities. You’ll be able to view tasks and schedules, as well as assign people and due dates to tasks. Asana’s paid plans begin with the Premium plan that starts at $9.99 per user per month (billed annually) with more robust functionalities including reporting, task dependencies, and milestones.

  • Zapier - A free plan is available from Zapier for individuals. The free plan lets you have up to 5 integrations between apps like Gmail, Google Calendar, Slack, Mailchimp, and WordPress. Only the paid plans give you access to Premium Apps like Salesforce, Zoho CRM, PayPal, and MySQL. The Starter plan is for individuals and professionals and starts at $20 per month per user - it lets you have up to 20 integrations between apps. Zapier for Teams starts at $250 per month and lets you have unlimited members.

Common Pain Points Solved

  • Projects running over budget or past deadlines - Workflow software can help you see where in the process projects are being held up and where cost inefficiencies are happening. You will be able to make any necessary changes to improve delivery times and improve your ROI.

  • Important steps in the process being missed or skipped - A workflow management system makes sure every step in the process is completed before moving onto the next one. When one step is completed, the employees assigned to the next step will be notified to begin. A task won’t be able to be marked as completed if the task before it is not done.

  • Miscommunication - Detailed instructions can be included in every task to avoid miscommunication as tasks are completed and moved on to other employees or departments.

Artificial Intelligence (AI) in Workflow Management

AI can automate many time-consuming back-end processes, and as the technology grows, will be able to act on behalf of employees. AI could screen applicants, approve a customer’s refund request, and automate data entry.

In a survey conducted by PwC, 20% of business executives stated that their companies plan to implement AI throughout the entire organization in 2019. Additionally, 27% already have AI implemented in multiple areas in their organization, and 15% plan to deploy AI in multiple areas in their organization.