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Workflow Management Software with Archiving & Retention (2026)

Last updated: April 2026

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156 software options

Asana logo

Project tracking and workflow management platform

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Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

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Connecteam logo

Enhance employee management with the only all-in-one app

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Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

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monday.com logo

Project management software

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Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

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ClickUp logo

Productivity platform for marketing agencies

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ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

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Notion logo

Project and task management tool

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Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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Wrike logo

AI powered workflow management platform

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Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

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Adobe Workfront logo

Online enterprise work management software

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Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

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Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Paycom logo

The only HR and payroll software built on a single database

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Paycom is the most automated HCM platform and the only HR and payroll software built on a truly single, unique database that automates the entire employee life cycle.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates workflows across sales and operations, helping teams eliminate repetitive tasks and standardize approvals. Create and track automated flows with ease, integrate with ERPs and email, and gain full process visibility. Add-on module available from $22/user/month.

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Revver logo

Cloud based, dynamic document-work management system

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Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access. Used by 12 million businesses worldwide.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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Jolt logo

Comprehensive digital food safety & operations software

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Create any type of digital form & the correct workflow in minutes. Jolt allows you to digitize your current forms & distribute them to your employees instantly. Complete audits, inspections, food safety, management walkthroughs, & any other tasks with ease.

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Formaloo logo

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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Front logo

AI-enabled customer service platform for collaboration

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Front is a customer operations platform with powerful workflow management that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication with automated workflows and real-time collaboration behind the scenes.

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Acquia DAM (Widen) logo

Digital asset management with service beyond compare

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Award-winning creative and marketing workflow management solutions.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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Shift logo

For those who spends the majority of their lives online.

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Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser.

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ProWorkflow logo

Your go to platform for projects, task, and time management.

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ProWorkflow includes numerous different views to manage and visualize your workflow, such as breakdown reports, timelines, staff activity, tasks, & more. Signup for a free trial today!

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M-Files logo

Cloud-based document management platform.

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M-Files automates workflows: approvals, contracts, routing. Free your team for higher-level work. Customize, collaborate seamlessly, boost efficiency.

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GoFormz logo

Capture better data with digital forms

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Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

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