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description: Page 5 - Discover the best Workflow Management Software for your organisation. Compare top Workflow Management Software tools with customer reviews, pricing and free demos.
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title: Page 5 - Best Workflow Management Software - 2026 Reviews, Pricing & Demos
---

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# Workflow Management Software

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## Products

1. [Karbon](https://www.softwareadvice.co.uk/software/106365/karbon) — 4.7/5 (206 reviews) — Karbon is the modern practice management platform built for accounting firms. It brings together your work, clients, ...
2. [FunctionFox](https://www.softwareadvice.co.uk/software/22734/timefox) — 4.5/5 (198 reviews) — FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as ...
3. [Function Point](https://www.softwareadvice.co.uk/software/136255/function-point) — 4.3/5 (193 reviews) — Function Point is a web-based, all-in-one agency management and productivity software- manage client projects, foreca...
4. [Ninox](https://www.softwareadvice.co.uk/software/171460/ninox) — 4.7/5 (193 reviews) — Ninox is a cloud-based data entry solution used by small and midsize organizations. The solution helps in building da...
5. [Priority Matrix](https://www.softwareadvice.co.uk/software/150589/priority-matrix) — 4.6/5 (186 reviews) — Priority Matrix is a cloud-based project management platform that helps project managers prioritize projects and task...
6. [Kanban Tool](https://www.softwareadvice.co.uk/software/109689/kanban-tool) — 4.8/5 (182 reviews) — Kanban Tool is a project management platform that enables users to visualize and organize their workflow. The solutio...
7. [APPSeCONNECT](https://www.softwareadvice.co.uk/software/51517/appseconnect) — 4.7/5 (180 reviews) — APPSeCONNECT is an intelligent integration platform (iPaaS) that connects applications and automates business process...
8. [Ideagen Quality Management](https://www.softwareadvice.co.uk/software/419186/Ideagen-Quality-Management) — 4.5/5 (178 reviews) — Ideagen Quality Management is a governance, risk and compliance (GRC) solution for the manufacturing, health care and...
9. [Fusebase](https://www.softwareadvice.co.uk/software/384776/nimbus-note) — 4.7/5 (176 reviews) — FuseBase is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline wor...
10. [Planview AdaptiveWork](https://www.softwareadvice.co.uk/software/2531/clarizen) — 4.3/5 (175 reviews) — Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork...
11. [123FormBuilder](https://www.softwareadvice.co.uk/software/123073/123formbuilder) — 4.4/5 (175 reviews) — 123FormBuilder is an advanced, cloud-based form builder that enables businesses of all sizes to create various online...
12. [Aquent RoboHead](https://www.softwareadvice.co.uk/software/12408/aquent-robohead) — 4.6/5 (174 reviews) — RoboHead manages projects from start to finish with customizable project request forms, time tracking, resource manag...
13. [ProcessMaker](https://www.softwareadvice.co.uk/software/82233/processmaker) — 4.5/5 (174 reviews) — ProcessMaker is an open source business process management (BPM) and workflow management solution that offers a drag-...
14. [Accelo](https://www.softwareadvice.co.uk/software/59422/accelo) — 4.5/5 (174 reviews) — Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations wi...
15. [Responsive](https://www.softwareadvice.co.uk/software/425174/Responsive) — 4.6/5 (172 reviews) — Responsive (formerly RFPIO) is the industry leader in Strategic Response Management with a suite of AI-driven solutio...
16. [Backlog](https://www.softwareadvice.co.uk/software/54157/backlog) — 4.6/5 (169 reviews) — Backlog is a cloud-based project management and issue tracking solution that caters to development teams working with...
17. [Mattermost](https://www.softwareadvice.co.uk/software/404256/mattermost) — 4.4/5 (168 reviews) — As an open-source messaging platform, Mattermost provides enterprises with secure team communication and collaboratio...
18. [Capsule](https://www.softwareadvice.co.uk/software/27508/capsule) — 4.5/5 (167 reviews) — Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and...
19. [TPS Cloud Axis](https://www.softwareadvice.co.uk/software/346487/tps-cloud-axis) — 4.6/5 (162 reviews) — TPS Cloud Axis was designed with accountants in mind– particularly small to large scale accounting firms. Reasonably ...
20. [Firm360](https://www.softwareadvice.co.uk/software/355244/firm360) — 4.7/5 (159 reviews) — Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnect...
21. [Runrun.it](https://www.softwareadvice.co.uk/software/145456/runrun-it) — 4.7/5 (157 reviews) — Designed for companies that need end-to-end operational tools, Runrun.it helps businesses control tasks, projects, an...
22. [Insightful](https://www.softwareadvice.co.uk/software/171184/workpuls) — 4.8/5 (156 reviews) — Insightful is workforce analytics software that shows how work actually happens across your teams. When work is sprea...
23. [Manifestly](https://www.softwareadvice.co.uk/software/169507/manifestly) — 4.7/5 (153 reviews) — Manifestly is a cloud-based task management solution, which helps small to large businesses create workflows and mana...
24. [kintone](https://www.softwareadvice.co.uk/software/140248/kintone) — 4.7/5 (153 reviews) — Kintone is a cloud-based, customizable workflow management platform suitable for businesses of all sizes. The key fea...
25. [ServiceNow Customer Service Management](https://www.softwareadvice.co.uk/software/356274/servicenow) — 4.4/5 (151 reviews) — ServiceNow Customer Service Management (CSM) is a cloud-based product that helps businesses deliver frictionless cust...

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## Related Categories

- [Productivity Software](https://www.softwareadvice.co.uk/directory/4366/productivity/software)
- [No Code Platform Software](https://www.softwareadvice.co.uk/directory/4404/no-code-platform/software)
- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)
- [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software)
- [Forms Automation Software](https://www.softwareadvice.co.uk/directory/4223/forms-automation/software)

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As a cloud-based solution, there are no downloads, no installation, and IT support.\n\n\nFunctionFox can support an unlimited number of clients and projects, with the ability to customize account preferences to meet the company's workflow. It also allows users to track project costs and expenses as well as project estimates, quotes and budgets. Its to-do lists offer automated email alerts and users can run reports on clients, personnel, expenses, estimates and more. The FunctionFox platform includes a stopwatch that tracks both billable and non-billable hours.\n\n\nThe solution is available for purchase on a per-user, per-month basis. A mobile app is available for Android and iOS devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47c60ca6-76c5-4b13-af70-03bab9c23ff7.png","url":"https://www.softwareadvice.co.uk/software/22734/timefox","@type":"ListItem"},{"name":"Function Point","position":3,"description":"Function Point is a web-based, all-in-one agency management and productivity software- manage client projects, forecast resources, integrate with QuickBooks, collaborate with internal teams, and track time, all within a single centralized platform.\n\n\nTrusted by over 7000 customers globally, Function Point is specifically designed to help creative service agencies, internal marketing teams, and professional service firms alleviate the chaotic nature of operating their businesses and connect each stage of agency management.\n\n\nWith Function Point, agencies can streamline processes, simplify collaboration, centralize information, and deliver real-time business data. For over 2 decades the award-winning management solution has enabled hundreds of agencies to consistently deliver client work on time and on budget, allowing them to do what they do best- be creative.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f37a5548-820b-4481-9c26-16e6051a6881.png","url":"https://www.softwareadvice.co.uk/software/136255/function-point","@type":"ListItem"},{"name":"Ninox","position":4,"description":"Ninox is a cloud-based data entry solution used by small and midsize organizations. The solution helps in building database applications using features such as built-in templates, custom actions, scripting and drag and drop formulas. The database can be stored either on-premise or in the cloud.\n\nNinox also allows users to create custom forms and fields. The solution allows users to create data entry templates that can be used for customer relationship management, project management, property management, account management and timesheets. Other features of the solution include role-based access control and real-time data synchronization across devices. The solution also provides automated data backups.\n\nNinox offers multiple APIs for users to share table views, retrieve specific files, integrate barcode scanners or send automated emails. Data can be exported in Excel and CSV formats. A native iOS app is available. Pricing is per user per month. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f0ea4df-f7df-4982-830a-815482c8d27e.png","url":"https://www.softwareadvice.co.uk/software/171460/ninox","@type":"ListItem"},{"name":"Priority Matrix","position":5,"description":"Priority Matrix is a cloud-based project management platform that helps project managers prioritize projects and tasks and enables them to achieve visibility and accountability across different projects.\n\n\nThe solution enables teams to communicate among themselves, assign tasks and track progress. Priority Matrix is suitable for a variety of industries such as construction, manufacturing, real estate, banking, government, sales operations, mining, research and development, information technology and marketing.\n\n\nThe solution offers key features such as task management, document management, content management, version control and synchronous editing. In addition, users get instant reports on a daily, weekly or otherwise specified basis to track project status.\n\n\nPriority Matrix is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e52aad0-8587-4bfd-bfd5-86738d496fa3.png","url":"https://www.softwareadvice.co.uk/software/150589/priority-matrix","@type":"ListItem"},{"name":"Kanban Tool","position":6,"description":"Kanban Tool is a project management platform that enables users to visualize and organize their workflow. The solution offers real-time team collaboration tools and helps organizations to manage project tasks, track deadlines and allocate resources using digital kanban cards. On-premise and cloud-based deployments are available, with complimentary Android and iOS mobile applications.\n\n\nKanban Tool includes easy task management, time tracking, process automation, team collaboration features, file sharing and automatically generated analytics. Users can organize tasks into backlogged items that require completion, in-progress tasks and completed objectives, in a way that best suits their specific workflow.\n\n\nKanban Tool can also help predict project completion dates by showing data from previously completed projects. In addition, users can benefit from diagrams, graphs and charts, presenting current project information.\n\n\nThree pricing models are available and a free trial is also offered. Support is provided through an online knowledge base and email. Kanban Tool's strongest points are its ease of use and very wide customization options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/febd4795-d47b-42d6-af93-69f150e2e431.png","url":"https://www.softwareadvice.co.uk/software/109689/kanban-tool","@type":"ListItem"},{"name":"APPSeCONNECT","position":7,"description":"APPSeCONNECT is an intelligent integration platform (iPaaS) that connects applications and automates business processes. \n\nThe platform has an in-built low-code visual integration designer \"ProcessFlow\" that helps users build anything they can imagine - from fast and simple workflows to complex and critical business processes. \n\nAPPSeCONNECT addresses one of the biggest barriers of a modern-day enterprise – connecting, synchronizing, and relating data, applications, and processes among cloud and on-premises systems with the latest integration paradigms, and the best-in-class technologies. It empowers organizations to leverage their existing apps, resources, technology, and data and seamlessly streamline their operations quickly, securely and reliably to increase productivity and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1adf2bc4-7757-4b4e-aaf5-019387c190dd.jpeg","url":"https://www.softwareadvice.co.uk/software/51517/appseconnect","@type":"ListItem"},{"name":"Ideagen Quality Management","position":8,"description":"Ideagen Quality Management is a governance, risk and compliance (GRC) solution for the manufacturing, health care and airline industries. The solution enables organizations to manage their processes and take preventive action. Ideagen Quality Management provides on-premise and cloud-based deployment options. It helps risk managers to manage documents, audits, suppliers, incidents and risk.\n\n\nWith Ideagen Quality Management’s document management feature, executives can collect, store, access and manage files from a centralized repository. The solution is able to send automatic notifications to users when a document is created, edited and published.\n\n\nThe solution’s risk management feature creates a platform to establish a risk strategy for organizations. Ideagen Quality Management enables organizations to fulfill ISO 9001:2015 Risk-Based Information Security Management System (ISMS) standards. In addition, the solution streamlines the audit process by creating checklists.\n\n\nIdeagen Quality Management also offers a mobile application for Android and iOS devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af95d68e-1e40-4c72-918d-5b45c6eae0d6.png","url":"https://www.softwareadvice.co.uk/software/419186/Ideagen-Quality-Management","@type":"ListItem"},{"name":"Fusebase","position":9,"description":"FuseBase is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client portals. This platform empowers professional services with hundreds of advanced yet intuitive features for real-time collaboration, project and information management, and even content creation.\n\nOffer services under your brand and deliver outstanding, personalized customer experiences with white-labeled client portals that centralize communication, project progress tracking, and knowledge management. Use the innovative drag-n-drop document builder to craft interactive super-documents with any file formats and embeds from 2000+ supported integrations.\n\nTry Kanban boards, project tracking tools, real-time editing, and more features in FuseBase team workspaces for productive collaboration. Optimize daily operations with the advanced FuseBase AI assistant, automate tasks like content creation and translation, get insights to make data-driven decisions, and free time for scaling the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/405338c3-044b-486a-adec-bd33f93a1f2d.png","url":"https://www.softwareadvice.co.uk/software/384776/nimbus-note","@type":"ListItem"},{"name":"Planview AdaptiveWork","position":10,"description":"Planview® AdaptiveWork: Adapt and Deliver with Confidence \n\nAny Portfolio, Any Project, Any Team. \n\nPlanview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine.  \n\nPlanview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. \n\nBuilt for (Nearly) Any Project Type \nExamples on projects include: \n- IT Portfolios \n- Business Projects \n- R&D Programs \n- Professional Services \n\nKey Capabilities Ready on Day One \n- Artificial Intelligence\n- Portfolio Management \n- Project Management\n- Resource Planning\n- Team Collaboration\n\nQuick to Start, Ready to Adapt\nStart with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.  \n\nThousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. \n\n\"After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity.\" – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9455f55c-0f29-4bd2-9966-9657012b39e9.jpeg","url":"https://www.softwareadvice.co.uk/software/2531/clarizen","@type":"ListItem"},{"name":"123FormBuilder","position":11,"description":"123FormBuilder is an advanced, cloud-based form builder that enables businesses of all sizes to create various online forms, including surveys, quizzes, event registrations, and order forms. With its user-friendly drag-and-drop editor, users can easily customize forms to reflect their brand identity, choosing from over 3,000 templates tailored for multiple use cases.\n\nOne of the standout features of 123FormBuilder is its robust two-way integration with Salesforce. This integration allows users to seamlessly sync data collected through forms directly into Salesforce, ensuring that lead capture, customer information, and feedback are automatically updated in real-time. With this two-way integration, users can also push data from Salesforce back into their forms, enabling dynamic updates and enhancing workflow efficiency. This functionality not only eliminates manual data entry but also allows teams to leverage Salesforce's powerful CRM capabilities alongside form data, streamlining their overall processes.\n\n123FormBuilder also supports essential functionalities such as payment processing through major gateways like PayPal, Stripe, and Authorize.Net, as well as features like conditional logic, email notifications, and analytics to track form performance, including abandonment rates. The platform integrates with numerous tools beyond Salesforce, including MailChimp, ZohoCRM, and over 4,000 applications via Zapier, allowing for a highly connected workflow across different platforms.\n\nIn 2023, 123FormBuilder has introduced significant updates, enhancing payment flow, improving analytics, and expanding its template library to ensure users have comprehensive resources for effective data collection.\n\nSupport is readily available through email, a comprehensive help center, and documentation, with flexible pricing options for both monthly and annual subscriptions. This combination of features makes 123FormBuilder a versatile choice for organizations looking to optimize their data collection processes while integrating seamlessly with their existing systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/133ee75a-0bcb-4ff0-88c9-b6e15ff98feb.png","url":"https://www.softwareadvice.co.uk/software/123073/123formbuilder","@type":"ListItem"},{"name":"Aquent RoboHead","position":12,"description":"RoboHead manages projects from start to finish with customizable project request forms, time tracking, resource management, online proofing/editing and approvals, client surveys, creative portfolios, asset management, and robust reporting.\n\n\nRoboHead provides managers and team members real-time access to track projects and schedules. RoboHead provides insight into the health and priority of your team’s availability and workload. Know when (and why) project delivery is delayed, what team members are overwhelmed or have the bandwidth, and how many upcoming projects are headed your way.\n\n\nAdditionally, RoboHead offers users a built-in reporting and analytics engine that allows users to generate custom reports, spot trends, and make business decisions. Users can also review deliverables, manage version control and, track approvals while collaborating together in one spot.\n\n\nRoboHead is easy to learn and use.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/358f1b5b-4456-4091-a7af-27d6328df787.png","url":"https://www.softwareadvice.co.uk/software/12408/aquent-robohead","@type":"ListItem"},{"name":"ProcessMaker","position":13,"description":"ProcessMaker is an open source business process management (BPM) and workflow management solution that offers a drag-and-drop interface for analysts to model approval-based workflows. The solution assists organizations in designing, automating and deploying business processes of different scales. The solution features a document builder that is used to create electronic receipts, letters, confirmations, invoices and contracts.\n\n\nThe ProcessMaker designer provides a cloud-based drag-and-drop process modelling tool that allows users to create and edit process diagrams using BPMN standards. The designer resizes and labels all process elements and allows import and export of processes in the BPMN format. The designer enables users to create multi-language forms and subforms without programming knowledge.\n\n\nThe solution provides offline access, which enables users to fill mobile forms and later synchronize data after coming online. The solution provides an activity dashboard that gives users visibility into how processes and employees are performing. The solution creates personalized dashboards based on process efficiency index and employee efficiency index. The solution is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2612698-cb46-4bbd-a9cb-0b390dc6e92c.png","url":"https://www.softwareadvice.co.uk/software/82233/processmaker","@type":"ListItem"},{"name":"Accelo","position":14,"description":"Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.\n\nWith an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.\n\nAccelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4a91f72-3278-4834-8abe-faee2aa50402.png","url":"https://www.softwareadvice.co.uk/software/59422/accelo","@type":"ListItem"},{"name":"Responsive","position":15,"description":"Responsive (formerly RFPIO) is the industry leader in Strategic Response Management with a suite of AI-driven solutions to help bid and response teams win more deals with smarter, faster responses. Responsive AI drafts answers and manages collaborative workflows so your teams can deliver winning responses to RFPs, RFIs, DDQs, VSQs, and more 80% faster. Harness a single source of truth so your frontline teams can share and exchange critical information while confidently responding to bids, inquiries, and questionnaires with the best answers from the most intelligent solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4546e9af-8b3b-4ded-948b-c8d49cc04af6.webp","url":"https://www.softwareadvice.co.uk/software/425174/Responsive","@type":"ListItem"},{"name":"Backlog","position":16,"description":"Backlog is a cloud-based project management and issue tracking solution that caters to development teams working with design, marketing and IT teams. The key features of the solution include project and issue management, subtasking, bug tracking and burndown charts.\n\nBacklog offers features like watchlists, file sharing and comment threads. It integrates with Git and SVN which helps developers to manage a project's source code along with project tasks. Backlog enables users to visualize their daily timeline and project workflows using Gantt charts. It also helps users to propose and compare changes to the project, comment on pull requests, track changes taking place in the project and document changes. It offers integration with applications like Typetalk, Cacoo, Redmine and Jenkins.\n\nBacklog also offers a mobile application for iOS and Android devices. It offers services on a monthly subscription basis that includes support via email, chat and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/180fcbff-1e39-4d4c-93f8-c3d74518baea.png","url":"https://www.softwareadvice.co.uk/software/54157/backlog","@type":"ListItem"},{"name":"Mattermost","position":17,"description":"As an open-source messaging platform, Mattermost provides enterprises with secure team communication and collaboration by utilizing custom workflows, centralizing communication, and providing enterprise-grade security. With hundreds of integrations, team members can resolve issues, deploy items, and collaborate on any specific task by connecting files and third-party systems. Mattermost includes secure 1-1 and group messaging, searchable message history, video and voice conferencing, screen sharing, notifications and alerts, DevOp tools, reporting and compliance, security options, system monitoring, and many more.\n\n\nMattermost is primarily designed for DevOp teams, IT security teams, and governmental organizations. DevOp teams can accelerate workflows by using Mattermost's integrated developmental tools such as incoming and outgoing webhooks, custom command slash commands, plugins and extensions, a robust API library, and more. Mattermost let enterprises have full control over all data with eDiscovery and compliance reporting, data retention policies, AD/LDAP authentication, performance monitoring, command line and database management tools, and more. \n\n\nMattermost can be deployed from behind a firewall and accessed via a VPN, securing data when at rest or in transit. Enterprises can enforce multi-factor authentication or deploy SAML SSO for all users.\n\n\nMattermost is available for mobile devices via an iOS and Android app.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/83818d5f-7118-419a-895a-ab7e7b0134cd.jpeg","url":"https://www.softwareadvice.co.uk/software/404256/mattermost","@type":"ListItem"},{"name":"Capsule","position":18,"description":"Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations, along with interactions and opportunities in the sales pipeline. Capsule provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.\n\nCapsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.\n\nCapsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.uk/software/27508/capsule","@type":"ListItem"},{"name":"TPS Cloud Axis","position":19,"description":"TPS Cloud Axis was designed with accountants in mind– particularly small to  large scale accounting firms. Reasonably priced, we’re The Affordable Choice!\n\nYou will be able to:\n\n- Avoid double entry with real bi-directional sync with QuickBooks online.\n- Easily track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. \n- Simplify time tracking and produce more accurate and detailed invoices.\n- Secure communication with clients via email and clients' portal with unlimited storage.\n- Dashboard powered by Power BI that will provide a better understanding of your firm.\n- Keep your tasks from slipping through the crack with our easy-to-use Office  and employees calendar workflow calendar .","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1316228d-2931-40fb-b52a-fdf6671db179.png","url":"https://www.softwareadvice.co.uk/software/346487/tps-cloud-axis","@type":"ListItem"},{"name":"Firm360","position":20,"description":"Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. \n\nFrom project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. \n\nFirms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. \n\nMore than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8837dc41-09a2-4b66-8100-75272ad58851.png","url":"https://www.softwareadvice.co.uk/software/355244/firm360","@type":"ListItem"},{"name":"Runrun.it","position":21,"description":"Designed for companies that need end-to-end operational tools, Runrun.it helps businesses control tasks, projects, and processes with its complete work management platform. In one place, businesses can gain an overview of all tasks, projects, and processes and implement standardizations for day-to-day operations. Runrun.it includes task management, kanban boards, board filters, custom templates, instant messaging, file-sharing, smart notifications, custom dashboards, and more.\n\n\nWith Runrun.it, users can track tasks and project progress across multiple kanban boards using customizable filters. Users can also view the time spent on each task using AI-powered widgets. Tasks and projects can be standardized using custom templates, making it easier to decide the next steps. Runrun.it also allows users to centralize all communication and collaboration using instant messaging and file-sharing tools.\n\n\nRunrun.it is available for mobile devices via iOS and Android devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/73881579-1d13-46b9-8e4d-d160772c0346.png","url":"https://www.softwareadvice.co.uk/software/145456/runrun-it","@type":"ListItem"},{"name":"Insightful","position":22,"description":"Insightful is workforce analytics software that shows how work actually happens across your teams.\n\nWhen work is spread across people, locations, and tools, small gaps add up fast. Time goes missing. Work slows down. Problems surface late.\n\nInsightful makes this visible.\n\nYou can see where time is going, how teams are performing, and where work is breaking down — without relying on manual tracking or guesswork.\n\nWith Insightful, you can:\n\n• See how time is spent across teams\n\n• Spot drops in utilization and output early\n\n• Understand where work slows down or gets stuck\n\n• Compare performance across teams, roles, or locations\n\n• Use real activity data to review work and resolve disputes\n\nThis is not just another monitoring tool.\n\nInsightful helps you run better operations. You get clear data you can use in weekly reviews, planning, and day-to-day decisions.\n\nIt combines automatic time tracking, activity data, and reporting in one place — so you can improve performance without adding overhead.\n\nTeams choose Insightful because it delivers strong visibility and control without the cost or complexity of heavier tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96a0ac5f-e07a-44a0-8fa2-62158a1f14fb.png","url":"https://www.softwareadvice.co.uk/software/171184/workpuls","@type":"ListItem"},{"name":"Manifestly","position":23,"description":"Manifestly is a cloud-based task management solution, which helps small to large businesses create workflows and manage recurring tasks through checklists and real-time collaboration of team members. Features include customizable branding, activity log, role-based assignments, commenting and conditional logic. \n\n\nThe application enables users to add images, videos or URLs to process documentation, schedule checklists on a daily, weekly and quarterly basis and receive notifications on any checklist activity. Administrators can use Manifestly to track action history, entered data, work completion status and more. Managers can also filter workflows using tags and organize teams based on departments or locations. Additionally, it allows users to automatically calculate and set up due dates within newly created workflows. \n\n\nManifestly offers integration with Slack, Microsoft Outlook, Google Calendar and various other third-party applications via Zapier. The solution is available on monthly and yearly subscriptions and support is offered via mail and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9493b0c0-be69-4e50-bb73-39c74b7c0db8.png","url":"https://www.softwareadvice.co.uk/software/169507/manifestly","@type":"ListItem"},{"name":"kintone","position":24,"description":"Kintone is a cloud-based, customizable workflow management platform suitable for businesses of all sizes. The key features of the solution include compliance management, approval process control, forms management, event monitoring and application-library access.\n\n\nThe solution enables users to automate tasks such as process workflows, assignments and notifications without needing to modify or create custom code. Kintone offers Excel spreadsheet conversion into apps and open API connectivity. The solution also offers workshops, content and consulting to provide developers and business owners with the required skills to use the product.\n\n\nKintone is designed to work desktops and on mobile platforms such as iOS and Android. A free trial is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/660e6691-b249-4adc-90b9-38ef1bd4970c.png","url":"https://www.softwareadvice.co.uk/software/140248/kintone","@type":"ListItem"},{"name":"ServiceNow Customer Service Management","position":25,"description":"ServiceNow Customer Service Management (CSM) is a cloud-based product that helps businesses deliver frictionless customer experiences and connect the entire enterprise. It provides a range of features such as case management, analytics, self-service portal, and intelligent guidance to streamline customer service operations and reduce the cost to serve.\n\nCSM's self-service portal enables clients to raise requests or complaints, create cases, and track ongoing projects on the channel of their choice. The portal's intuitive user interface makes it easy for clients to self-serve, reducing the workload of agents, reducing customer effort, and improving customer satisfaction. The Playbooks for CSM module allows agents to request information from clients and manage the entire case process lifecycle on a unified platform. This feature enables agents to manage and resolve customer queries more efficiently.\n\nWith CSM's case management functionality, customer service agents can manage customer interactions from initial contact to case closure. The platform's analytics capabilities allow businesses to gain valuable insights into customer behavior and track performance indicators. This helps businesses to identify areas of improvement and make data-driven decisions to optimize customer service operations.\n\nThe platform's order management functionality provides businesses with a comprehensive set of tools to manage the entire order management lifecycle. CSM's ticket handling and issue resolution features provide businesses with a streamlined approach to manage customer requests and complaints. \n\nThe ServiceNow platform can also integrate with various third-party applications, enhancing customer service operations by leveraging existing software solutions.\n\nIn summary, ServiceNow CSM is a powerful tool for businesses looking to streamline customer service operations and improve customer satisfaction. The platform's features, including case management, analytics, self-service portal, Playbooks for CSM module, and integration capabilities, make it a valuable tool for businesses to strengthen their relationships with customers and reduce the cost to serve.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b84586df-7882-4b21-b98c-0b9445dea2a3.jpeg","url":"https://www.softwareadvice.co.uk/software/356274/servicenow","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4272/workflow/software?page=5#itemlist","numberOfItems":25}
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