---
description: Page 9 - 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 9 - Best Workflow Management Software - 2026 Reviews, Pricing & Demos
---

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# Workflow Management Software

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## Products

1. [Checkbox](https://www.softwareadvice.co.uk/software/202846/checkbox) — 4.8/5 (52 reviews) — Checkbox is a platform designed to manage legal requests and provide visibility and control over legal matters throug...
2. [Ansys Fluent](https://www.softwareadvice.co.uk/software/323248/ansys-fluent) — 4.6/5 (51 reviews) — Ansys Fluent unlocks new potentials for CFD analysis. A fluid simulation software with fast pre-processing and faster...
3. [NetDocuments](https://www.softwareadvice.co.uk/software/86522/schaefer) — 4.2/5 (50 reviews) — NetDocuments is a cloud-based document management platform designed for legal professionals. It organizes, collaborat...
4. [LaunchBay](https://www.softwareadvice.co.uk/software/444024/motion-io) — 4.8/5 (49 reviews) — LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to ...
5. [Deltek WorkBook](https://www.softwareadvice.co.uk/software/67057/deltek-workbook-psa) — 4.1/5 (48 reviews) — Deltek WorkBook is a cloud-based agency management system that provides a way to manage resources, schedule jobs and ...
6. [Bordio](https://www.softwareadvice.co.uk/software/432522/bordio) — 5.0/5 (48 reviews) — Bordio is a new project management solution designed to optimize team productivity and streamline project workflows. ...
7. [KonnectzIT](https://www.softwareadvice.co.uk/software/255194/konnectzit) — 4.2/5 (47 reviews) — KonnectzIT is an automation platform designed to make manual tasks simpler and easier to manage. KonnectzIT achieves ...
8. [Keto AI+ Platform](https://www.softwareadvice.co.uk/software/340816/keto-platform) — 4.0/5 (46 reviews) — Keto AI+ Platform: Align Strategy with Execution Keto AI+ Platform is a comprehensive Strategic Portfolio Management ...
9. [Teamleader](https://www.softwareadvice.co.uk/software/415240/teamleader) — 4.2/5 (45 reviews) — Teamleader is a Belgian SaaS scale-up founded in 2012 by Jeroen De Wit to make the daily work of entrepreneurs and th...
10. [PRIME BPM](https://www.softwareadvice.co.uk/software/150886/prime) — 4.4/5 (45 reviews) — PRIME BPM is a cloud-based business process management (BPM) solution that enables users to map, analyze and monitor ...
11. [Jestor](https://www.softwareadvice.co.uk/software/331307/jestor) — 4.3/5 (45 reviews) — Jestor is a no-code platform tailored for builders. Create internal tools effortlessly without waiting for developers...
12. [Stacker](https://www.softwareadvice.co.uk/software/363791/stacker) — 4.6/5 (45 reviews) — Stacker is a no-code development application that helps small to large businesses create custom applications and popu...
13. [Whispir](https://www.softwareadvice.co.uk/software/260957/whispir) — 4.3/5 (45 reviews) — Whispir helps transform your customer conversations with personalized and interactive content on their preferred chan...
14. [Consolidate](https://www.softwareadvice.co.uk/software/497839/Consolidate) — 4.4/5 (45 reviews) — We enable companies to achieve digital self-determination without having to compromise on data protection, functional...
15. [Mosaic](https://www.softwareadvice.co.uk/software/204223/mosaic) — 4.5/5 (44 reviews) — Mosaic is an AI-powered, resource planning and management platform that makes workforce planning simple. Designed for...
16. [Pneumatic](https://www.softwareadvice.co.uk/software/182923/pneumatic) — 4.2/5 (43 reviews) — Pneumatic is a cloud-based workflow management solution, which helps small to midsize enterprises visually create bus...
17. [smartQ](https://www.softwareadvice.co.uk/software/467193/smartQ) — 4.5/5 (43 reviews) — smartQ is a project and task management tool that helps teams visualize their workflow and collaborate effectively. I...
18. [Hexomatic](https://www.softwareadvice.co.uk/software/269692/hexomatic) — 4.7/5 (42 reviews) — Hexomatic is a no-code, work automation platform that enables businesses to harness the internet as their own data so...
19. [Fieldguide](https://www.softwareadvice.co.uk/software/256333/fieldguide) — 4.7/5 (42 reviews) — Fieldguide is an AI-powered engagement software platform for audit and advisory firms. It streamlines the entire life...
20. [iTacit](https://www.softwareadvice.co.uk/software/328151/itacit) — 4.6/5 (42 reviews) — iTacit is a workforce app designed to simplify communication and improve engagement between employers and teams. This...
21. [n8n.io](https://www.softwareadvice.co.uk/software/342185/n8n-io) — 4.6/5 (41 reviews) — n8n is a flexible workflow automation tool that connects apps and APIs. n8n helps technical teams in all industries i...
22. [Process Director](https://www.softwareadvice.co.uk/software/32236/bp-logix-process-director) — 4.5/5 (40 reviews) — BP Logix Process Director is a compliance management solution that offers both workflow as well as business process m...
23. [Synergize](https://www.softwareadvice.co.uk/software/44112/synergize) — 4.3/5 (40 reviews) — Synergize is a document management solution designed for large and midsize transportation businesses. It offers busin...
24. [Docsvault](https://www.softwareadvice.co.uk/software/320916/docsvault) — 4.7/5 (40 reviews) — Docsvault is an on-premise document management software that helps businesses and law firms organize, secure, and man...
25. [Moovila](https://www.softwareadvice.co.uk/software/202483/moovila) — 4.6/5 (39 reviews) — Moovila Perfect Project is an AI-driven project and portfolio management platform designed to help project teams deli...

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## Related Categories

- [Productivity Software](https://www.softwareadvice.co.uk/directory/4366/productivity/software)
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- [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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The platform includes features such as document version control, advanced search tools, and automated email filing that categorizes messages by client, matter, or topic.\n\nThe platform offers various tools for document bundling and an AI-powered assistant that extracts answers from documents. Users can also create custom legal workflow applications using its AI App Builder. Additionally, NetDocuments provides various security features including data loss prevention and ethical walls to ensure confidentiality and compliance. Its cloud-based design allows access to documents from any device, providing consistent availability for critical information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d69cec39-c6c5-47a0-8e85-bcdb99908f7d.png","url":"https://www.softwareadvice.co.uk/software/86522/schaefer","@type":"ListItem"},{"name":"LaunchBay","position":4,"description":"LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to deliver a best-in-class customer experience without hiring more staff or adding work to their team's plate.\n\nFrom onboarding and implementation to ongoing service delivery, LaunchBay brings every step including tasks, communication, approvals, time tracking, resource management, and data collection into one platform your team and your clients actually use. \n\nThe result is faster time-to-value, fewer status calls, and a client experience that reflects your brand's professionalism at every touchpoint.\n\nFor Internal Teams\nLaunchBay delivers the operational clarity of a professional services automation tool with the client experience layer most PSA platforms leave out.\n\n- A real-time Projects Dashboard gives ops leaders visibility into health scores, project status, and activity across every active engagement. Spot which projects are on track and which are behind at a glance, drill into any blocker instantly, and take action before clients complain.\n\n- Reusable project templates let you map out every task, stage, and resource your team and clients need to complete, so every engagement starts from a proven foundation rather than a blank slate. \n\n- Tasks are fully flexible — attach intake forms, contracts, file uploads, invoices, or embedded tools to any step in the workflow. Set due dates once and LaunchBay handles the rest, sending automatic reminders when something is overdue so your team stops chasing and starts delivering.\n\n\n- A shared Message Center replaces scattered email threads and Slack messages with one centralized inbox where your team can see every client conversation, respond quickly, and collaborate internally using private notes that clients never see. Every file, message, and update lives in one place, tied to the right project and the right client.\n\n- Reporting gives ops leaders the visibility to act early instead of reacting late. The Project Progress view surfaces task completion status across every active project in a single grid, highlights which projects are behind, and lets you drill into any blocker for additional context. No more standing over your team or finding out about problems after clients have already noticed.\n\nFor Clients\nLaunchBay creates a premium self-service experience that keeps clients informed and moving without requiring constant input from your team. \n\n- Each customer gets a secure, branded portal with loginless access via magic link — no account creation, no password reset emails, no friction. \n- Clients click a link in their inbox and land directly in their portal, ready to get started.\n- Inside their portal, clients see all of their active projects in one place, with a clear task list that tells them exactly what to do and why. \n- Tasks are actionable — clients can complete intake forms, sign contracts, submit payments, and upload files without ever leaving the portal. \n- A visual Progress Tracker gives clients a real-time view of exactly where their project stands, updated automatically as work gets done, so they always know what's been completed and what comes next without emailing your team to ask.\n\nBuilt to Fit Your Stack\nLaunchBay integrates with the tools your team already runs on including HubSpot, Zapier, Stripe, Calendly, Google Drive, and more. \n\nKick off onboarding automatically the moment a deal closes in your CRM, sync client data across your stack, and eliminate the manual handoffs that slow projects down at the start.\n\nWhether you're a SaaS company managing customer onboarding, a marketing agency running client kickoff projects, or a professional services firm delivering complex implementations, LaunchBay gives you the workflow automation, task management, time tracking, and client communication tools to deliver every engagement with speed, consistency, and confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d82dfdf6-5777-4bb9-8d0c-66d1b4601392.png","url":"https://www.softwareadvice.co.uk/software/444024/motion-io","@type":"ListItem"},{"name":"Deltek WorkBook","position":5,"description":"Deltek WorkBook is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, organizations can manage projects, control budget, store documents and more.\n\n\nDeltek WorkBook is built specifically for advertising agencies, marketing agencies, and graphic design firms. The system schedules work and tracks performance while capturing time in just one click. Teams can centralize their communications by sharing files and feedback within a task or project itself, while budgeting features allow users to monitor profitability and control costs in real-time. WorkBook also allows an agency's customers to enter requests and see the progress of their project through the client portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06bbe6b1-d14b-486c-a7c6-8b309e84ad4a.png","url":"https://www.softwareadvice.co.uk/software/67057/deltek-workbook-psa","@type":"ListItem"},{"name":"Bordio","position":6,"description":"Bordio is a new project management solution designed to optimize team productivity and streamline project workflows. 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The mobile app further empowers users to manage their work on the go, maintaining control and coordination with their team from anywhere in the world.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/52ce6242-77bc-4ef8-af4f-79f7f7955791.jpeg","url":"https://www.softwareadvice.co.uk/software/432522/bordio","@type":"ListItem"},{"name":"KonnectzIT","position":7,"description":"KonnectzIT is an automation platform designed to make manual tasks simpler and easier to manage. KonnectzIT achieves automation by syncing data between the user's favorite third-party applications, enabling them to focus on more productive activities. The platform offers a drag-and-drop visual builder that instantly connects applications, allowing users to save several hours a day depending on their automation volume.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/affce5be-9bf4-40ab-8eb0-ecd81c34602a.png","url":"https://www.softwareadvice.co.uk/software/255194/konnectzit","@type":"ListItem"},{"name":"Keto AI+ Platform","position":8,"description":"Keto AI+ Platform: Align Strategy with Execution\n\nKeto AI+ Platform is a comprehensive Strategic Portfolio Management (SPM) solution that centralizes all your strategic initiatives, projects, investments, and resources into one unified hub. By connecting high-level strategy with on-the-ground execution, it gives decision-makers a panoramic view of how every effort contributes to overarching business objectives. With Keto AI+, innovation pipelines, R&D projects, and operational programs stay aligned with your organization's strategic vision.\n\nAI-Driven Insights\nKeto AI+ employs artificial intelligence to provide actionable insights for smarter portfolio decisions. Its AI analytics monitor performance in real time – forecasting outcomes, flagging potential risks, and recommending optimal resource allocation. Advanced \"what-if\" scenario planning and predictive modeling enable teams to evaluate options and make confident, data-driven decisions. The platform even offers AI-generated dashboards and natural-language reports that transform complex data into easy-to-understand visuals.\n\nNo-Code Customization\nAdapt Keto AI+ to your unique processes with ease. Its drag-and-drop workflow designer lets you model custom pipelines for any initiative – from innovation funnels to public sector programs – with zero coding. Define your own stages, data fields, and approval rules, and automate routine steps like notifications or handoffs. This flexibility empowers teams to refine and evolve their portfolio processes on demand, without waiting on IT.\nReal-Time Reporting and Interactive \n\nDashboards\nGet instant visibility into portfolio progress through Keto’s real-time dashboards and reports. The platform delivers rich visualizations – from heatmaps to agile Kanban boards and timeline roadmaps – so every stakeholder can drill into the data that matters. Need to brief leadership or team members? Generate up-to-date status reports on the fly, or export polished presentations (Excel, Word, PowerPoint) with a click. By automating these tasks (some organizations have reduced manual reporting by 90%), Keto AI+ frees your team to focus on driving results instead of preparing documents.\n\nSeamless Integration and Security\nKeto AI+ works effortlessly with your existing software ecosystem. Its open REST API and pre-built connectors integrate with your ERP, project management, HR, and CRM systems, establishing Keto as a single source of truth. The platform also meets strict enterprise security and compliance standards – offering single sign-on (SSO), multi-factor authentication, and encryption – so your data remains safe. Because Keto AI+ runs on a secure, scalable cloud infrastructure, it supports any number of users while maintaining high performance and data integrity.\n\nScalable Across Industries\nDesigned to scale, Keto AI+ supports organizations of all sizes in any sector. Its flexibility allows it to fit environments ranging from global enterprises and fast-paced R&D labs to government agencies. No matter your industry, every initiative can be aligned with strategy and deliver tangible results. Keto AI+ is trusted by leading innovators worldwide to achieve faster time-to-market, significant cost savings, and a higher Return on Innovation.\n\nAligning Strategy with Execution\nKeto AI+ transforms how organizations execute strategy by providing a single, intelligent workspace for planning, tracking, and optimizing strategic initiatives. It keeps everyone focused on what matters most, and doesn’t just monitor progress – it improves it with AI-driven insights and automation. The result is an agile, transparent culture where every project is geared for strategic impact. With Keto AI+, every investment in your portfolio drives your organization forward.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/409dad98-353d-4fc8-bf3d-874a93fcd7c5.png","url":"https://www.softwareadvice.co.uk/software/340816/keto-platform","@type":"ListItem"},{"name":"Teamleader","position":9,"description":"Teamleader is a Belgian SaaS scale-up founded in 2012 by Jeroen De Wit to make the daily work of entrepreneurs and their teams easier. That started with Teamleader Focus, user-friendly business software for teams of 2 to 20 people, to prepare quotes, manage customer relationships and invoice. In 2019, Teamleader acquired Yadera - now Teamleader Orbit - to serve larger agencies as well. In 2022, online meeting platform Vectera was added to the Teamleader portfolio. Teamleader One and Dexxter complete the offering today: from the self-employed to SMEs and large agencies, Teamleader is there for all entrepreneurs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1389b645-d090-4407-90c8-0c7875748797.png","url":"https://www.softwareadvice.co.uk/software/415240/teamleader","@type":"ListItem"},{"name":"PRIME BPM","position":10,"description":"PRIME BPM is a cloud-based business process management (BPM) solution that enables users to map, analyze and monitor various business processes within the organisation. Key features include a process library, process mapping, process analysis, improvement management, collaboration tools, process approval workflows and more.\n\n\nPRIME BPM offers users a built-in process library featuring APQC process frameworks, as well as a drag-and-drop interface that lets users create process hierarchies. The solution features business process modeling notation (BPMN) language that helps users to map their processes. PRIME BPM’s automated analysis provides tangible details on time, value, cost and efficiency of each process. Users also have access to processes and procedures based on job roles and can capture task attributes such as business rules, key performance indicators (KPIs) and compliance.\n\n\nPRIME BPM provides users with customizable report templates that allows them to generate reports according to their organization's needs. These reports can be created in PDF, Word or Excel format.\n\n\nServices are offered on a monthly subscription basis that includes support via phone, email and online live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23bdcb45-b455-4292-8ae5-82a3757cbc32.png","url":"https://www.softwareadvice.co.uk/software/150886/prime","@type":"ListItem"},{"name":"Jestor","position":11,"description":"Jestor is a no-code platform tailored for builders. Create internal tools effortlessly without waiting for developers. \n\nOur features include customizable workflows, super forms, smart kanbans, internal apps, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5159af06-ff22-4ced-a083-b6efb6514b1e.jpeg","url":"https://www.softwareadvice.co.uk/software/331307/jestor","@type":"ListItem"},{"name":"Stacker","position":12,"description":"Stacker is a no-code development application that helps small to large businesses create custom applications and populate data through integration with Airtable and Google Sheets. Enterprises can provide a white-label portal to customers and share data with external partners using access control and permission module. \n\nKey features of Stacker include SSO, commenting, collaboration, drag and drop UI, form building, and notifications. Administrators can customize page layout and add page widgets to the detail view in accordance with business requirements. Additionally, users can automate tasks and perform updates across records by adding custom buttons. \n\nPricing is available on monthly and annual subscriptions. Support is extended via chat, documentation, FAQs and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/981b45ed-1c76-4d71-8eb5-730d724083fe.png","url":"https://www.softwareadvice.co.uk/software/363791/stacker","@type":"ListItem"},{"name":"Whispir","position":13,"description":"Whispir helps transform your customer conversations with personalized and interactive content on their preferred channel, whenever and wherever you want it. Open up multi-channel communications via SMS, email, web, voice, push notifications, critical message alerts and social media posts. \n\nSending messages using a variety of channels is proven to increase the likelihood of the receiver opening the message when it matters most.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c82d634e-1704-448c-9f81-8a0ef9add928.png","url":"https://www.softwareadvice.co.uk/software/260957/whispir","@type":"ListItem"},{"name":"Consolidate","position":14,"description":"We enable companies to achieve digital self-determination without having to compromise on data protection, functionality or support.\n\nBy offering innovative functionalities, advanced technology, and tailored support, we help organizations streamline and digitalize their workflows - eliminating the need to switch between multiple tools and ultimately saving time and resources.\n\nWith integrated AI features, video communication, platform independence, and collaborative office tools, CONSOLIDATE fully meets the evolving demands of the modern digital workplace.\n\nKey Features:\n-GDPR-compliant and legally compliant\n-Server in the EU or self-hosted\n-Regionally developed in Austria\n-Scalable and customizable\n-Accessibility according to EU requirements\n\nDocument management, CRM, task, object and project management, integrated e-mail and calendar - everything is seamlessly connected and intuitive to use.\n\nCONSOLIDATE stands for structured work, clear responsibilities and fast information paths.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e46c7bcf-5f53-4920-ad59-2683de0324ce.png","url":"https://www.softwareadvice.co.uk/software/497839/Consolidate","@type":"ListItem"},{"name":"Mosaic","position":15,"description":"Mosaic is an AI-powered, resource planning and management platform that makes workforce planning simple. Designed for project-driven teams, Mosaic gives leaders real-time visibility into who is working on what, team capacity, and future role demand — all in one place.\n\nWith a planning-first approach, Mosaic helps organizations align the right people to the right work, prevent burnout, and protect margins by identifying scope creep before it impacts financial performance. AI-powered forecasting connects staffing decisions to pipeline, revenue, and live project schedules, enabling accurate capacity planning and headcount planning by role.\n\nMosaic integrates with all leading financial and project systems including Jira, QuickBooks,  Deltek, Oracle, Salesforce, Outlook, and Zapier — eliminating manual spreadsheet updates and fragmented reporting. Instead of relying on static ERP reports, teams gain dynamic, forward-looking insight into workload, utilization, and profitability.\n\nFrom team planners and project scheduling to integrated timesheets and real-time reporting, Mosaic unifies people, projects, and financial outcomes in a single platform. Improve utilization, increase efficiency, and drive measurable profitability with smarter planning.\n\nStart with a free trial and start planning better.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5dce8ee-0d60-472d-9a30-8b78e95c88e2.png","url":"https://www.softwareadvice.co.uk/software/204223/mosaic","@type":"ListItem"},{"name":"Pneumatic","position":16,"description":"Pneumatic is a cloud-based workflow management solution, which helps small to midsize enterprises visually create businesses processes and invite and assign tasks to members. Features include role-based permissions, remote access, performance metrics, customizable URLs and a no-code editor.  \n\nThe application comes with a free library of predefined workflow templates, which enables managers to create workflow patterns, add task descriptions and standard operating procedures (SOPs) and optimize the model as per requirement. Supervisors can track the progress of workflows in real-time through currently running, snoozed and completed statuses. Supervisors can also generate reports on the performance of ongoing processes and activity feed. \n\nPneumatic offers integration with several third-party applications via API or Zapier. The solution is available on monthly and discounted annual subscription plans, in addition, you can try it for free before you commit.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5873c985-cbad-4c8f-a316-2866224c85b5.png","url":"https://www.softwareadvice.co.uk/software/182923/pneumatic","@type":"ListItem"},{"name":"smartQ","position":17,"description":"smartQ is a project and task management tool that helps teams visualize their workflow and collaborate effectively. It offers a Kanban-style task board view that provides better visibility into the work process, making it easier to manage resources and identify bottlenecks.\n\nThe software can be customized to fit the needs of any organization, whether it's for task tracking, issue management, help desk, or any other scenario. Teams can use smartQ to share notes, files, and communicate in a central location, as well as submit tickets via email or external forms. The platform also offers flexible user roles and permissions, allowing managers to control team access and security.\n\nIn addition to its core collaboration features, smartQ integrates with various tools, such as Gmail, Outlook, and Slack. It also provides an API and supports automation rules and triggers, enabling teams to streamline their workflows and increase productivity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4f0b5ba5-3398-4dbf-8fa9-c293a7d1e21b.png","url":"https://www.softwareadvice.co.uk/software/467193/smartQ","@type":"ListItem"},{"name":"Hexomatic","position":18,"description":"Hexomatic is a no-code, work automation platform that enables businesses to harness the internet as their own data source and leverage ready-made automations to scale time-consuming tasks. This platform allows users to scrape the web, find new leads and perform complex data enrichment with just a few clicks.\n\nHexomatic lets you use Lego-style blocks to create the perfect workflow to automate repetitive tasks at scale, so teams can focus on higher-value work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4346c80-6de0-4068-9f43-4f8d0a27a0ba.jpeg","url":"https://www.softwareadvice.co.uk/software/269692/hexomatic","@type":"ListItem"},{"name":"Fieldguide","position":19,"description":"Fieldguide is an AI-powered engagement software platform for audit and advisory firms. It streamlines the entire lifecycle of any engagement including SOC 2, PCI, HITRUST, ISO and more. Fieldguide caters to professionals at audit and advisory firms who manage security, compliance and risk assessments.  \n\nThe platform provides end-to-end automation for visibility, consistency and control across clients, engagements and frameworks. This ranges from readiness assessment to the final audit report. Fieldguide's modern engagement features increase efficiency and reduce manual work and errors. It does this by keeping staff happy and reducing tedious tasks. Fieldguide improves the client experience through first-class collaboration. This reduces miscommunications and boosts client satisfaction. The software has an intuitive and flexible approach that works for a single practice or an entire firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/342e7891-a7fc-47f0-8acd-6df4a2b32b1d.png","url":"https://www.softwareadvice.co.uk/software/256333/fieldguide","@type":"ListItem"},{"name":"iTacit","position":20,"description":"iTacit is a workforce app designed to simplify communication and improve engagement between employers and teams. This solution is suitable for organizations in various industries including healthcare, government, banking, manufacturing, plus more. It can be used by HR teams, internal comms, and operational leaders to share critical updates, messages, and new training with remote and in-office employees. The iTacit app is compatible with Windows, Mac, iOS, and Android devices. \n\n\nWithin the iTacit workforce app, organizations can access various modules, including Connect, Educate, Engage, and Operate. Connect can be used to manage role-based messaging, notice boards and polls, documents, and usage reports. Educate is an LMS module that features course authoring, automated learning paths, and compliance tracking. Additional iTacit tools include recruiting and onboarding, performance management, form builder, automation workflows, plus more.\n\n\nPricing is per user on a monthly subscription basis. Support is available via phone, email, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/446e3f57-fc0a-476f-a317-c03c19f89046.png","url":"https://www.softwareadvice.co.uk/software/328151/itacit","@type":"ListItem"},{"name":"n8n.io","position":21,"description":"n8n is a flexible workflow automation tool that connects apps and APIs. n8n helps technical teams in all industries integrate data across their tech stack and automate workflows.\n\nWith over 350 native integrations, n8n can connect to popular apps like Google Sheets, Slack, HubSpot and many more. For advanced use cases, workflows can be coded in JavaScript when needed. But n8n also offers a user-friendly drag and drop interface to build workflows with no code.\n\nn8n has robust workflow features to support complex scenarios. Workflows can have multiple triggers like cron schedules, webhooks or manual triggers. Steps can be branched and merged. Error handling allows failed workflows to notify you or retry. Workflows can also be exported, shared and reused.\n\nn8n is self-hostable for data security and compliance. But a managed cloud option is available. The platform is free and open source. n8n does not charge per workflow execution. For teams that need to scale, n8n Enterprise offers advanced on-prem or cloud hosting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/32a5f1b1-3f81-4af4-837a-4ce7e6773012.png","url":"https://www.softwareadvice.co.uk/software/342185/n8n-io","@type":"ListItem"},{"name":"Process Director","position":22,"description":"BP Logix Process Director is a compliance management solution that offers both workflow as well as business process management (BPM) compliance within a single solution. The software is best suited to the needs of financial services, health care, government and other regulated industry segments. Cloud-based and on-premise deployments are available.\n\n\nThe form builder tool lets users create and modify electronic forms with data validation features. These forms can be electronically signed by users for the purpose of compliance and security. Users can also create modifiable and parallel business processes.\n\n\nUsers can place checks at every step of their processes to help maintain compliance with governmental and organizational regulations. The software also helps users to manage audits, track and report any changes to auditable forms and maintain an audit log for specific events and actions. BP Logix Process Director also offers multi-factor authentication and form data encryption.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ffa8127-ea7d-407d-a58f-f6057e84b8a3.png","url":"https://www.softwareadvice.co.uk/software/32236/bp-logix-process-director","@type":"ListItem"},{"name":"Synergize","position":23,"description":"Synergize is a document management solution designed for large and midsize transportation businesses. It offers business process management, image capturing, workflow management tools and records management. The software is available for on-premise deployments on devices running Windows 10.\n\n\nUsers can search for uploaded documents using category, tree, simple and advanced searches, filter search results and preview retrieved documents. Documents can be annotated, redacted and updated, and change management features allows the original to remain unmodified. Users can tag documents as new, updated or a new version of an existing file, and audit trails help maintain file security.\n\n\nA graphical workflow designer lets users define business processes using pre-built actions or customized actions, including rule-based routing, validation rules and more. Records retention tools allow users to track and manage electronic records throughout their lifecycle, while access controls determine which users can view, modify and add documents.\n\n\nSupport is offered over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1874f3ac-50c6-43c7-bbff-b2615f66221c.png","url":"https://www.softwareadvice.co.uk/software/44112/synergize","@type":"ListItem"},{"name":"Docsvault","position":24,"description":"Docsvault is an on-premise document management software that helps businesses and law firms organize, secure, and manage documents and emails from a single platform. Accessible via desktop, web, and mobile apps, it provides a structured way to store, retrieve, and control information while maintaining full ownership over data and infrastructure.\n\nDocsvault is designed for organizations that need more than basic file storage. It brings structure to document management with features such as version control, audit trails, workflow automation, OCR, and a built-in PDF editor—making it easier to manage documents throughout their lifecycle while maintaining accuracy and compliance.\n\nWork seamlessly with Microsoft Office, including document comparison and stamping, and manage emails and attachments alongside documents through Microsoft Outlook integration. This ensures that documents and related communications are stored together in a consistent and organized manner.\n\nDocsvault also includes AI-powered data capture, which reduces manual work by automatically extracting metadata and indexing documents. Combined with OCR and scanning capabilities, this helps teams digitize and organize information faster and with greater accuracy.\n\nWith support for project-based and matter-centric organization, Docsvault is well-suited for law firms and other document-intensive industries that require structured filing and traceability. Every document interaction is tracked through audit trails, helping organizations maintain transparency and meet compliance requirements.\n\nThe platform supports secure file sharing, role-based access control, and centralized document storage, ensuring that sensitive information is accessible only to authorized users. Teams can collaborate, share documents, collect data, and request approvals or digital signatures—all within a controlled environment.\n\nDocsvault’s flexible configuration allows organizations to adapt the system to their workflows without unnecessary complexity. Its user-friendly interface makes it easy to adopt across teams, while its scalable architecture supports organizations of different sizes and industries.\n\nBy reducing reliance on paper, scattered file systems, and email-based document handling, Docsvault helps streamline business processes, improve productivity, and ensure documents are always easy to find and manage. At the same time, its on-premise deployment model provides complete control over data security and compliance, while contributing to a lower total cost of ownership.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/34852aa6-801c-438f-8d61-c1bebc27d534.png","url":"https://www.softwareadvice.co.uk/software/320916/docsvault","@type":"ListItem"},{"name":"Moovila","position":25,"description":"Moovila Perfect Project is an AI-driven project and portfolio management platform designed to help project teams deliver on time and on budget. With automation at its core, Perfect Project monitors project schedules, resources, and risks to keep work on track without constant manual oversight required by other PM tools. Perfect Project includes features like RPAX, a 24/7 risk monitoring and remediation engine that scans your entire portfolio for issues like invalid dates, blocked tasks, or overloaded resources, then guides you through fixing them before they cause delays. Perfect Project also automates critical path creation and maintenance, recalculating timelines in real time as dependencies or workloads shift, so you always know what’s driving your deadlines. Its Smart Scheduling and capacity planning capabilities match tasks to the best available team members based on skills, workload, and availability. It's Template Analytics feature shows teams how accurate work estimates were compared to actual work required per task, then shows how these variations impact margins.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d79d867f-ea11-42ce-92cf-5470809e47f4.png","url":"https://www.softwareadvice.co.uk/software/202483/moovila","@type":"ListItem"}],"numberOfItems":25}
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