Best Workflow Management Software for Small Business - Page 7

IBM Blueworks Live is a cloud-based platform that transforms the way teams build and refine business processes. It offers a unique, collaborative environment that bridges the gap between process mapping and actionable insights. With an intuitive, web-based interface, IBM Blueworks Live empowers teams to document, analyze and streamline processes with unprecedented ease and efficiency, with no downloads necessary. It's designed for dynamic collaboration, enabling stakeholders to connect, share insights and drive improvements in real-time, from anywhere.

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.

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.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

Campus Cloud is a paperless environment that improves teacher productivity and administration. Campus Cloud is the first online education technology tool to offer advanced features that are accessible to all institutions, from kindergarten to university to medical schools. Campus Cloud offers a simple, intuitive interface that improves institutional workflow efficiency. It includes intuitive features like one-touch attendance, absentee/vacation automation, school digitization using machine-learning and OCR, and one-touch attendance. Our mission is to provide the students around the world better access to tools that are designed to accelerate their growth & enhance their development as smart learners & help Teachers as well as schools and universities who make use of a management system which is cumbersome and takes a lot of time. We are very much honored to offer our premium features of four months for free. We are thrilled to introduce the first of it`s kind, Low-touch SaaS platform for the education that improves the operations in Kindergarten, K-12, Medical Colleges, Universities, etc,. Now, it is possible to checkout our edtech software for your school without any interaction with us to start. Check out CampusCloud!

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

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.

Clarifire is a cutting-edge, real-time reporting platform that can be tailored to meet specific business needs, facilitating the automation of various processes. As a Software-as-a-Service (SaaS) offering, it boasts a versatile interface that enhances operational efficiency and oversight by merging interactive workflows and addressing shortcomings of isolated applications or point solutions. With Clarifire, users are empowered to gather, categorize, and oversee information from all involved parties and systems seamlessly within a single, user-friendly platform. This integration promotes collaboration and streamlines decision-making across the organization.

Take control of your workload with ease You can organize your tasks into streamlined processes that are compatible with your work style. Automate your processes to do more in a shorter time. Integrate your apps to keep all your information in synch across your entire business. From: Losing sticky note, copying emails to everyone and spreadsheet to-do list, endless headaches. To: All your work organized in one place. This can talk to all your apps and even do some work for you.

Gluu, the process-success platform, encourages team collaboration and improves business processes. Businesses can use Gluu to access three products in one platform. This makes it easy for them to understand, implement, and improve any process or task. Gluu can be used to improve business operations, such as compliance and auditing and knowledge sharing, risk management and continuous improvement.

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.

Camayak serves as a dependable content creation platform tailored for news organizations, creative agencies, editors, writers, and publishers alike. Its user-friendly design allows editorial teams to access an array of workflow tools that streamline content management and enhance productivity. With Camayak, you can efficiently manage pitches and assignments in a centralized location, allowing you to concentrate on what truly counts—creating more captivating content that resonates with your audience. This efficient organization ultimately leads to increased output and improved collaboration within teams.

Asset Panda offers a cloud-based, no-code platform that exceeds traditional asset tracking by enabling the creation of tailored applications designed to enhance efficiency and reduce costs. Companies of various sizes across different sectors have experienced the advantages of our secure and user-friendly system, which adapts to their operational needs. By allowing the implementation of customized workflows, actions, and groups, Asset Panda helps clients streamline cumbersome procedures that hinder productivity, often achieving a remarkable return on investment of up to 800%. The robust integration of web and mobile applications ensures that clients can access crucial information anytime and anywhere, while our mobile apps come equipped with built-in barcode scanning capabilities, effectively eliminating the need for costly and cumbersome barcode scanning devices. Additionally, the system features role-based user management, granting tailored access across organizations and ensuring that each user only views the information pertinent to their responsibilities. This level of customization not only enhances security but also improves the overall user experience, making operations smoother and more efficient.

Streamline your operations and cut costs by replacing cumbersome paper forms with personalized mobile forms from GoCanvas. This cloud-based mobile solution empowers companies to transform outdated workflows and enhance productivity by automating tasks. With GoCanvas mobile applications, businesses and their field personnel can swiftly gather data through their mobile devices, seamlessly share this information, and efficiently transmit data back to the office, ensuring that operations continue to run smoothly. Additionally, GoCanvas provides organizations with valuable features like barcode scanning, image capture, mobile payment processing, GPS functionality, and electronic signatures, further enhancing efficiency and convenience. By adopting GoCanvas, companies can not only save time but also improve the accuracy and accessibility of their data collection processes.

Enhance your customer service experience with Salesforce Service Cloud, the premier and most comprehensive application for customer support worldwide. This platform equips businesses with an extensive array of features that facilitate assistance to clients across their preferred communication channels, including phone, email, chat, and SMS. Some of its standout capabilities encompass a lightning console, efficient case management, omni-channel routing, telephony integration, video chat options, and social media customer service, among others. With such powerful tools at your disposal, you can ensure that your customers receive the personalized care they deserve, no matter where they are.

Streamtime Software is an online project management solution designed specifically for creative teams. Committed to preserving the essence of creativity, Streamtime enables teams to handle administrative tasks without the dull, cumbersome, and unappealing forms and procedures typically associated with them. The platform boasts an array of aesthetically pleasing, user-friendly, and supportive tools that facilitate time tracking, project planning, quoting and invoicing, scheduling, and comprehensive reporting. With its focus on enhancing workflow, Streamtime empowers teams to focus more on their creative endeavors while efficiently managing their projects.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

Workflow and Task Management represents the user-centric segment of Decisions.com’s all-encompassing workflow and rules platform. By offering visual development environments for creating forms, reports, workflows, and dashboards, this software enables organizations to streamline their business processes, assign tasks, establish intervention procedures, and monitor the lifecycle of work items. Essential functionalities encompass double-blind data entry, purchase order requests and approvals, data and file collection, customer onboarding, application processing, and inventory oversight, among various other capabilities. This comprehensive tool not only enhances operational efficiency but also fosters better collaboration across teams, ensuring that all tasks are executed seamlessly and effectively.

Forecast organizes your team's schedule into visual plans. This allows you to map out your future projects and make better resourcing decisions. You can assign people to multiple projects and calculate how many hours they have available for each project. Red bars allow you to easily see who is overbooked so you can move projects around before they get too busy. Forecast's layout makes a clear distinction between when you can take on new work and who is available.

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!

Utilize email, online forms, or your preferred application to submit approval requests. Transform these submissions into organized and automated workflows while managing all team approval requests in a centralized location. Tailor the approval process to designate exactly who must take action, enhancing overall business efficiency. Establish approval workflows to ensure that requests reach the appropriate individuals promptly. Introduce accountability with streamlined approval mechanisms for smoother operations. Stay informed with comprehensive status updates that can be delivered to your email or integrated with platforms such as Slack, Trello, or Google Sheets via Zapier. Automate any approval-dependent process—ranging from purchases and time-off requests to expense claims—allowing you to focus on tasks that genuinely contribute value. Improve organizational efficiency by automating workflows triggered by online form submissions or approval requests without altering the appearance of your original form. This approach not only enhances productivity but also ensures that all team members are aligned and informed throughout the approval journey.

In-STEP BLUE can manage corporate processes, workflows, or standards such as the German V-Modell XT or Automotive SPICE. You can tailor activities and artifacts according to your needs. The software features include project, requirements, document and resource management. You can also manage risk by modifying the version of the software from a central, multi-user Oracle database. Gantt-Charts and dashboards as well as cost planning and resource charts are all available to facilitate tracking progress. Remote access to progress data, scheduling, and other information is possible via the webapp.