---
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title: Page 3 - Best Workflow Management Software - 2026 Reviews, Pricing & Demos
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# Workflow Management Software

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## Products

1. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focu...
2. [UiPath](https://www.softwareadvice.co.uk/software/159874/uipath) — 4.6/5 (721 reviews) — UiPath is an on-premise data entry and robotic process automation solution designed for businesses of all sizes. The ...
3. [HoneyBook](https://www.softwareadvice.co.uk/software/365179/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
4. [Portfolio Manager](https://www.softwareadvice.co.uk/software/4222/liquidplanner) — 4.3/5 (669 reviews) — Portfolio Manager is a project management platform that helps teams plan, predict, and perform on their projects. It ...
5. [BigTime](https://www.softwareadvice.co.uk/software/3026/bigtime) — 4.6/5 (658 reviews) — BigTime is the AI-powered platform purpose-built for finance and operations leaders at growing professional services ...
6. [Process Street](https://www.softwareadvice.co.uk/software/105852/process-street) — 4.7/5 (648 reviews) — Process Street is an AI-enabled compliance operations platform designed to convert policies into automated workflows....
7. [viaSocket](https://www.softwareadvice.co.uk/software/520083/viaSocket) — 4.8/5 (640 reviews) — viaSocket is a web-based and AI-enabled workflow automation tool that helps businesses and professionals optimize the...
8. [Meritto](https://www.softwareadvice.co.uk/software/340562/comprehensive-admission-suite) — 4.6/5 (616 reviews) — Meritto is a flagship product of NoPaperForms, empowering over 1200 educational organizations across the globe to gro...
9. [Honeywell Forge Visitor Management](https://www.softwareadvice.co.uk/software/155878/sine) — 4.4/5 (594 reviews) — Honeywell Forge Visitor Management is a visitor management system enabling a streamlined, secure check-in experience ...
10. [MuleSoft Anypoint Platform](https://www.softwareadvice.co.uk/software/368795/anypoint) — 4.4/5 (573 reviews) — MuleSoft Anypoint Platform is an enterprise integration platform that allows organizations to connect any system, dat...
11. [CMW Platform](https://www.softwareadvice.co.uk/software/378012/cmw-tracker) — 4.6/5 (520 reviews) — CMW Platform is an enterprise-ready BPM software that enable businesses of all sizes to connect teams, data and proce...
12. [SysAid](https://www.softwareadvice.co.uk/software/158389/sysaid-it-crm) — 4.5/5 (511 reviews) — SysAid is an IT service management (ITSM) platform that helps organizations automate workflows and optimize IT servic...
13. [HubSpot Sales Hub](https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) — Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement to...
14. [Birdview](https://www.softwareadvice.co.uk/software/367896/birdview-psa) — 4.5/5 (475 reviews) — Birdview is a professional services automation (PSA) software designed to streamline project and resource management....
15. [Progress ShareFile](https://www.softwareadvice.co.uk/software/420058/sharefile) — 4.5/5 (439 reviews) — Progress ShareFile is a cloud-based file sharing and content collaboration solution for businesses of all sizes. Key ...
16. [Ploomes CRM](https://www.softwareadvice.co.uk/software/449937/Ploomes) — 4.9/5 (418 reviews) — Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales. ...
17. [Favro](https://www.softwareadvice.co.uk/software/28749/favro) — 4.4/5 (417 reviews) — Favro is a project management and collaboration tool with which developers, marketers and executives can plan, track ...
18. [Make](https://www.softwareadvice.co.uk/software/263550/integromat) — 4.8/5 (406 reviews) — Make is a visual platform that helps businesses of all sizes design, build, and automate anything, from tasks and wor...
19. [Salesforce Platform](https://www.softwareadvice.co.uk/software/319631/salesforce-platform) — 4.4/5 (392 reviews) — Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and ...
20. [OutSystems](https://www.softwareadvice.co.uk/software/144877/outsystems) — 4.6/5 (372 reviews) — OutSystems is a low-code platform that enables organizations to build enterprise-grade software. It serves a wide ran...
21. [Podio](https://www.softwareadvice.co.uk/software/393080/citrix-podio) — 4.3/5 (362 reviews) — Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom application...
22. [Daylite for Mac](https://www.softwareadvice.co.uk/software/187009/daylite-for-mac) — 4.6/5 (361 reviews) — Running a service-based business means balancing clients, projects, and relationships while still finding time to gro...
23. [Workamajig](https://www.softwareadvice.co.uk/software/24643/workamajig) — 3.8/5 (351 reviews) — Workamajig is a fully integrated advertising agency software built for the specific needs of creative teams. Its mult...
24. [ProjectManager](https://www.softwareadvice.co.uk/software/7843/projectmanager) — 4.1/5 (339 reviews) — ProjectManager is an innovative project management software solution designed to help you navigate your project with ...
25. [TrueContext](https://www.softwareadvice.co.uk/software/153214/prontoforms) — 4.6/5 (329 reviews) — TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, c...

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## Related Categories

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The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. 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The real-time scenario modeling keeps plans up-to-date, enabling strategic prioritization as priorities shift.\n\nPortfolio Manager integrates with tools like Slack and Jira to streamline communication and collaboration, creating a centralized hub for all project-related activities. The platform dynamically adapts to changes in resources, priorities, and scope, preventing missed deadlines and keeping projects on track.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/98c747ac-d57c-4406-93c6-ad6cac1f9529.png","url":"https://www.softwareadvice.co.uk/software/4222/liquidplanner","@type":"ListItem"},{"name":"BigTime","position":5,"description":"BigTime is the AI-powered platform purpose-built for finance and operations leaders at growing professional services firms—includingconsulting, engineering, IT services, and accounting. It unifies the full client engagement lifecycle in one connected system, from scoping and selling new work to staffing, project delivery, invoicing, and payments.\n\nWith BigTime, firms can build accurate project scopes and estimates using templates, historical data, and custom rate cards, helping align sales and delivery around shared expectations from day one. AI-powered resource planning tools ensure the right people are assigned to the right projects based on skills, availability, and capacity. Teams can capture time and expenses quickly through intuitive web and mobile interfaces, with configurable approvals and reminders to keep work accurate and compliant.\n\nBilling and invoicing are streamlined with flexible models—time and materials, fixed fee, retainer, or blended rates—so firms can bill how they work. With one-click invoice generation and integrated payment processing via BigTime Payments, firms reduce days sales outstanding (DSO), eliminate manual steps, and accelerate cash flow.\n\nBigTime also provides real-time dashboards and AI-driven analytics for full visibility into key performance metrics including utilization, project progress, and profitability. Leaders can identify risks early, forecast staffing needs, and make fast, data-driven decisions that drive stronger margins and client satisfaction.\n\nFor teams currently juggling disconnected tools or spreadsheet-based processes, BigTime delivers efficient processes and clear visibility. It simplifies how firms manage projects, people, and payments by centralizing data across the organization—reducing errors, eliminating double entry, and freeing up teams to focus on client value instead of administrative work.\n\nDeep integrations ensure BigTime connects with leading business systems, including QuickBooks, Salesforce, Sage Intacct, Google Workspace, Microsoft Outlook, HubSpot, and other tools that professional services firms rely on. These integrations keep data aligned across systems, reduce double entry, and provide a more holistic view of operations across the business.\n\nBigTime is built for scale. It supports firms from 10 to over 500 employees with features like role-based permissions, multi-entity support, audit logs, and enterprise-grade reporting. The platform meets modern security and compliance standards, including SOC 2 Type II certification, data encryption in transit and at rest, SAML-based single sign-on (SSO), multi-factor authentication (MFA), and GDPR compliance.\n\nTrusted by more than 3,000 professional services firms, BigTime delivers fast time-to-value, getting most firms live within 60 days. From complex engineering and IT initiatives to high-margin consulting and recurring accounting work, BigTime helps firms improve utilization, increase profitability, and sustainably scale. All-in-one intelligent, AI-powered platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2ce783e-db55-4da2-8cac-4ddd21aee442.png","url":"https://www.softwareadvice.co.uk/software/3026/bigtime","@type":"ListItem"},{"name":"Process Street","position":6,"description":"Process Street is an AI-enabled compliance operations platform designed to convert policies into automated workflows. 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Cora, an AI compliance agent, monitors workflows, enforces controls and identifies risks. \n\nAdditional features include Process AI for automating manual processes, analytics tools for tracking performance and task management functions for opimizing accountability and monitoring progress.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0cd65220-ab56-4714-8ac3-0779284da596.png","url":"https://www.softwareadvice.co.uk/software/105852/process-street","@type":"ListItem"},{"name":"viaSocket","position":7,"description":"viaSocket is a web-based and AI-enabled workflow automation tool that helps businesses and professionals optimize their operations through integrations and automation. The tool assists with the creation of workflows using prompts. It helps users create and manage workflows with natural language prompts, eliminating the need for coding expertise.\n\nviaSocket can connect with several third-party applications to ensure all tools and systems work in sync. It utilizes conditional logic for criteria-based workflows tailored to specific business needs. The tool lets users use webhooks for instant workflow triggers, enabling execution of actions. It enables businesses to develop custom API calls to integrate with external systems, expanding workflow functionality.\n\nviaSocket also offers custom variables and JavaScript functions for context-aware automation. It takes security measures and assists with data protection with industry-standard encryption, secure API connections and granular access controls.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e8475a76-8edf-446a-8ba0-5a53586234f0.jpeg","url":"https://www.softwareadvice.co.uk/software/520083/viaSocket","@type":"ListItem"},{"name":"Meritto","position":8,"description":"Meritto is a flagship product of NoPaperForms, empowering over 1200 educational organizations across the globe to grow their enrollments. Our comprehensive suite of purpose-built tools – Enrollment Cloud, Education CRM, Application Platform, Education Payment Cloud, and Modern Engagement Suite – functions like a well-oiled Operating System for Student Recruitment and Enrollment, seamlessly addressing every aspect of the enrollment process.\n\nEverybody from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants,  K12 Schools, Play & Pre-Schools to Higher Education Institutions, love us for what we do. The reason? It’s how we purpose-build to keep them enrolling with insights gained from serving hundreds of educational organizations. 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It provides solutions for initiatives like B2B EDI integration, DevOps, eCommerce, Event-Driven Architecture, iPaaS, legacy system modernization, microservices, move to the cloud, omnichannel, and SaaS integration.\n\nThe platform offers tools for integration, APIs, and automation. Key features include integration code builder, exchange connectors, partner manager, flex gateway for API management, API governance and more. It offers MuleSoft composer for instant app and data connection, MuleSoft RPA for task automation with bots, and MuleSoft IDP for extracting unstructured data from documents with AI. It also includes Dataloader.io for secure import and export of Salesforce data and secure any API, and MuleSoft AI to connect data and automate workflows.\n\nMuleSoft Anypoint Platform provides automated and consistent security for APIs and data, with compliance for ISO 27001, SOC 2, PCI DSS, and GDPR. It offers management and monitoring of APIs and services, real-time observation and troubleshooting, custom marketplaces, personalized API portals, and a consolidated source of truth for APIs and integration assets. The platform is designed for IT project delivery, automated security and governance, built-in reliability, scalability and visibility.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94c151e4-3588-4d8a-b55c-1c25e918558d.png","url":"https://www.softwareadvice.co.uk/software/368795/anypoint","@type":"ListItem"},{"name":"CMW Platform","position":11,"description":"CMW Platform is an enterprise-ready BPM software that enable businesses of all sizes to connect teams, data and processes and manage routine business operations without coding. Both cloud-based and on-premise deployments are available. \n\nCMW Platform provides a visual interface for business process design coupled with configurable web forms and reports, ad hoc process updates and real-time reporting. The solution provides capabilities for approval, compliance and change management, customer request management and issue tracking.\n\nDesign a unified digital environment using integrations with the most popular software (Microsoft Outlook, SharePoint, Slack, DocuSign, etc) via fully Open API. Make changes on the go using web browser or iOS and Android. Start building automated processes right away with 20+ pre-built solutions like CapEx approval, Document tracking, Claims Management, etc.\n\nCMW Platform is rated #1 BPM Software by Gartner Peer Insights with high customers' satisfaction by tens patented features on process automation integrated into the product.\n\nStart your digital transformation with CMW Lab support on every step and significantly reduce time, workload and costs.\n\nPricing is on a per year subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/175bdb18-d669-41a2-8aeb-d921cb53afdb.jpeg","url":"https://www.softwareadvice.co.uk/software/378012/cmw-tracker","@type":"ListItem"},{"name":"SysAid","position":12,"description":"SysAid is an IT service management (ITSM) platform that helps organizations automate workflows and optimize IT service delivery. The platform caters to a variety of industries, including education, healthcare, manufacturing and managed service providers. It provides a suite of AI-powered capabilities to streamline operations and enhance productivity.\n\nThe platform includes features such as the AI Agent Builder, SysAid Copilot and AI Chatbot via Microsoft Teams. These enable organizations to automate tasks like ticket categorization, routing, and generating case summaries with sentiment analysis. Additionally, the asset management capabilities allow users to view, secure and manage assets directly from the service desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5371c4a5-c71b-4516-9072-39317a7f7ead.png","url":"https://www.softwareadvice.co.uk/software/158389/sysaid-it-crm","@type":"ListItem"},{"name":"HubSpot Sales Hub","position":13,"description":"Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners.\n\n\nSales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63cf513a-7fc5-44fd-a340-e97ba7db1c90.png","url":"https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub","@type":"ListItem"},{"name":"Birdview","position":14,"description":"Birdview is a professional services automation (PSA) software designed to streamline project and resource management. It helps organizations improve the management of both internal and client projects, optimize resource utilization, and increase overall productivity.\n\nThe software offers a comprehensive suite of features. This includes resource planning, advanced reporting and business intelligence, resource scheduling, project portfolio management, project management capabilities, collaboration tools, billing and invoicing, budget and cost tracking, time tracking, and a client portal. With Birdview, companies gain a single source of truth, with full visibility into multiple ongoing projects, reliable forecasting and resource utilization, and centralized collaboration.\n\nBirdview is designed to be scalable, allowing companies to start with the functionality they need and add more modules as their business grows. The software can be customized and integrated with various business tools, ensuring it adapts to the unique needs of each organization. This flexibility enables businesses to focus on development and growth, rather than managing their software infrastructure.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7c08483-2a84-468b-8fcc-31631dcdb050.png","url":"https://www.softwareadvice.co.uk/software/367896/birdview-psa","@type":"ListItem"},{"name":"Progress ShareFile","position":15,"description":"Progress ShareFile is a cloud-based file sharing and content collaboration solution for businesses of all sizes. Key features include virtual data rooms, client portal and on-premise storage options.\n\n\nSecurely send, share, get feedback, approvals and even e-signatures on any file, fast. Business-class file sharing meets real-time collaboration to accelerate productivity with automated workflows you customize and control.  Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand.  Using SSAE 16 Type II certified data centers, all your indispensable company data is stored in proven and trusted cloud infrastructure, standards used by leading e-commerce websites and in internet banking.\n\n\nPricing is based on monthly and annual subscriptions. Support is extended via FAQs, documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/519b6eb8-a53e-4e6a-bb7a-aec85c8e6de9.png","url":"https://www.softwareadvice.co.uk/software/420058/sharefile","@type":"ListItem"},{"name":"Ploomes CRM","position":16,"description":"Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales.  \n\nDesigned for growing businesses that need more control over their pipeline, Ploomes centralizes proposals, workflows, and reports in one intuitive place. Sales teams gain full visibility into performance with real-time dashboards while automating repetitive tasks and document generation to save time and close deals faster.  \n\nUnlike generic CRMs, Ploomes was built with consultative sales in mind. Customizable pipelines, advanced integrations (ERPs, Gmail, RD Station, Power BI, and more), and seamless reporting connect sales to the rest of the organization.  \n\nTrusted by companies in industries such as manufacturing, technology, and insurance, Ploomes combines ease of use, fast implementation, and local customer support to drive measurable revenue growth and consistent adoption.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/de5b68f2-f3df-4f86-9ecf-2b26949e9ab7.png","url":"https://www.softwareadvice.co.uk/software/449937/Ploomes","@type":"ListItem"},{"name":"Favro","position":17,"description":"Favro is a project management and collaboration tool with which developers, marketers and executives can plan, track and evolve ideas. Designed to suit the size and needs of any project, Favro allows users to add features and integrations as they need them. Favro offers team boards, scalable backlogs and aggregated reports alongside built-in Kanban and SCRUM support.\n\n\nProjects are broken down into different tasks using Favro’s breakdown feature, which allows each task to be monitored individually. The solution has a planning board in which employees can list their tasks and update other team members about task status. The planning board helps users see which projects are being planned versus being executed.\n\n\nFavro’s cloud-hosted services are ISO certified and teams can opt into both two-factor authentication and Single Sign-On (SSO) services from Google and Github. The solution is integrated with Google Drive and Dropbox to allow files to get attached to the planning board.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/513bb28d-8c26-4ce1-8837-ef177a44d519.png","url":"https://www.softwareadvice.co.uk/software/28749/favro","@type":"ListItem"},{"name":"Make","position":18,"description":"Make is a visual platform that helps businesses of all sizes design, build, and automate anything, from tasks and workflows to apps and systems.\n\nUse the playful drag-and-drop interface to connect apps in a few clicks, and build limitless workflows called scenarios. Set your scenarios to run instantly or per schedule, or watch the scenario run in real time whenever you need.\n\nMake lets you build as if you were a developer, without writing any code.\n\nDesign workflows with as many steps as you need\nIntegrate an infinite number of apps in a single workflow\nTo build complex workflows, you can use Make’s powerful no-code toolkit, which includes advanced features like iterations, aggregations, conditional logic, filtering, error handling, execution history log, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b41c6a52-2f2c-43f8-b664-1793a395dfbc.png","url":"https://www.softwareadvice.co.uk/software/263550/integromat","@type":"ListItem"},{"name":"Salesforce Platform","position":19,"description":"Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and resolve defects in cloud applications before deployment. The platform provides tools and services to automate business processes, integrate with external applications and provide a responsive layout to users.\n\n\nUsers can run and manage apps written in open languages like Ruby, Java and PHP using Salesforce and Heroku. Heroku Enterprise provides collaboration functionality, enterprise-grade support and control features for users. \n\n\nSalesforce Lightning Design System provides guides and code to developers for building apps. Users can deliver apps by using reusable building blocks including maps, calendars, buttons and number-entry forms. The platform allows users to build enterprise applications by dragging and dropping components into the Lightning App Builder. Users can also modify data-object relationships with a schema builder.\n\n\nUsers can connect their apps with external data sources by using Lighting Connect while support is provided via video tutorials, an online forum and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db76f63d-1634-4a52-97fa-4342a6a36ae9.png","url":"https://www.softwareadvice.co.uk/software/319631/salesforce-platform","@type":"ListItem"},{"name":"OutSystems","position":20,"description":"OutSystems is a low-code platform that enables organizations to build enterprise-grade software. It serves a wide range of industries such as banking, healthcare, and manufacturing.\n\nThe OutSystems platform provides features to help users accelerate software development. It offers full-stack development, pre-built integrations, automated testing, DevOps tools, and monitoring. The platform has a cloud-native architecture and enterprise-level security. Developers can enhance the experience with tools like the AI Agent Builder, customizable app controls, and data integration capabilities.\n\nOutSystems empowers organizations to build custom applications. It supports compliance, continuous evolution, real-time editing, and team collaboration. The platform also integrates with legacy and third-party systems, allowing the development of web, mobile, and cloud applications. It includes AI-powered code reviews, privacy-focused principles, and security features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0dc24335-604f-4e9e-9745-31a9723fd840.png","url":"https://www.softwareadvice.co.uk/software/144877/outsystems","@type":"ListItem"},{"name":"Podio","position":21,"description":"Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or development resources.\n\nThe Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.\n\nPodio offers a range of social collaboration features, including likes and file-sharing anywhere within the system, as well as internal instant messaging and video chat.\n\nPodio’s app-building capabilities make it a good fit for smaller organizations that require a high degree of customization, particularly those looking to manage multiple business processes within a single system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f947c5f5-bd99-4c12-b724-cb06886d4c13.png","url":"https://www.softwareadvice.co.uk/software/393080/citrix-podio","@type":"ListItem"},{"name":"Daylite for Mac","position":22,"description":"Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress.\n\nDaylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools.\n\nWho Daylite is for\nDaylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients.\n\nWhy Daylite is different\nUnlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward.\n\nDaylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are.\n\nCollaboration and visibility\nDaylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff.\n\nSecurity and trust\nWe know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected.\n\nCustomer service that puts fit first\nAt Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite.\n\nOur approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side.\n\nThe outcome\nDaylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.uk/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"Workamajig","position":23,"description":"Workamajig is a fully integrated advertising agency software built for the specific needs of creative teams. Its multiple features include project management, resource & task management, accounting & finance, CRM sales, and more. \nSee why more than 3,000 creative teams, including many Fortune 500 companies rely on Workamajig every day. Get rid of your multiple marketing tools and start using Workamajig today. Less Stress. More Profits. Schedule a free demo and see the benefits for yourself!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/421881b6-4f86-4ae9-a596-0f4920b74d82.png","url":"https://www.softwareadvice.co.uk/software/24643/workamajig","@type":"ListItem"},{"name":"ProjectManager","position":24,"description":"ProjectManager is an innovative project management software solution designed to help you navigate your project with ease. Say goodbye to roadblocks with features like: project planning, budgeting, time tracking, task and document management, risk management, reporting and more.\n\nThe software integrates with MS Project, Excel, Word, Project Server and Google Docs, allowing users to import MS Project plans and customize security settings. Users can create multiple dashboards and use a portfolio view to easily monitor project success.\n\nResource availability is shown for each task and can be assigned with or without dependencies. ProjectManager’s Gantt chart then updates automatically with task changes. Easily monitor the progress of specific tasks and reallocate resources as needed with no hoops to jump through.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68efb2db-d64c-467b-9135-9ca35d9b69e7.webp","url":"https://www.softwareadvice.co.uk/software/7843/projectmanager","@type":"ListItem"},{"name":"TrueContext","position":25,"description":"TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale. The platform unifies people, processes, and data so technicians can focus on real work, not busywork — enabling data-driven field service without the data burden. Built for operational excellence, TrueContext transforms field action into strategic vision, turning every job into a source of real-time intelligence that compounds long-term success. \n\nOver 100,000 users in high-complexity, low-connectivity field environments use TrueContext every day to improve asset uptime, ensure safety and compliance, and deliver certainty to customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6ba6f483-fc0c-41ce-9edb-61175a53c7cb.png","url":"https://www.softwareadvice.co.uk/software/153214/prontoforms","@type":"ListItem"}],"numberOfItems":25}
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