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Workflow Management Software with Client Portal (2026) - Page 4

Last updated: April 2026

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159 software options

Stacker logo

App builder with Google Sheets & Airtable integration

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Stacker is a cloud-based application builder that integrates with Google Sheets and Airtable to allow businesses to transform their spreadsheets into custom apps. The platform provides app customization tools to provide users with intuitive access to data.

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AUTOMY logo

The easiest way to automate your work, No-Code required.

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AUTOMY is a no-code digital process automation solution that allows businesses to track and automate workflows across the organization. Features of AUTONOMY include recruiting, purchasing, accounting, customer relationship management, contract management, ISO compliance, expense reimbursement, and more.

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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise document management software for law firms and businesses to organize, secure, and manage documents and emails. With workflow automation, OCR, AI-powered data capture, and Office & Outlook integration, it improves productivity while ensuring full control and compliance.

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awork logo

for the joy of work. 💜

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awork is the #1 project platform for agencies. Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place.

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Moovila logo

World's first AI-powered project & resource management tool

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Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is a leading workflow management solution. Automate any workflow & collaborate - no coding. Custom forms, advanced permissions, easy-to-use & custom branded UX, custom reporting & analytics & more. Customers include Kellogg's, BP, Virgin Atlantic, & TBWA. Perfect for teams of 50+.

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Admation logo

Marketing & ad agency project management tool

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Approval workflow management just got smarter with admation's online approval tools. Use approval deadlines, automated approval reminders, tiered approval pathways and revision counters to streamline your approvals process in one easy-to-use online platform.

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Pixie logo

Get your accounting practice running like clockwork.

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Pixie is a practice management software for accounting and bookkeeping firms that use it to centralise tasks, deadlines, documents and emails and automate workflows.

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Mosaic logo

AI-powered resource management, reporting, and forecasting

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Mosaic is AI-powered resource management software that gives real-time visibility into workload, capacity, and demand. Balance teams, forecast revenue, and improve utilization with a planning-first platform that replaces spreadsheets and static ERP reports.

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eLegere logo

All-in-one Low-Code & No-Code Application Building Platform

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All-in-one Low-Code & No-Code Application Building Platform to transform shadow and unstructured operational processes into centralized AI-ready digital assets.

With eLegere, you can build modular, scalable, and customizable web/mobile collaborative applications for multiple business needs.

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Magnetic logo

Project and Workflow Management Platform for your Agency

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Magnetic is a cloud-based agency intelligence platform that helps agencies manage projects, enhance productivity, and track workflows from end to end. The solution offers features such as project tracking, prioritization, Gantt charts, billing and invoicing, resource allocation, and more.

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AuraQuantic logo

No-code digital transformation platform

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The AuraQuantic no-code platform empowers businesses of all sizes to create business applications, automate processes, orchestrate end-to-end operations and digitally transform.

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VobeSoft logo

No-code Business Software

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VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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Total Synergy logo

Business and project management software for AEC businesses

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Synergy is unique cloud software enabling architecture, engineering, and construction design (AEC) businesses to manage operational performance and jobs profitably. Streamline workflows, projects, accounting, and collaboration on a single platform, eliminating manual spreadsheets.

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NetDocuments logo

Cloud-based document management tool for teams.

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NetDocuments provides a cloud-native document and email management system designed specifically for legal professionals. The platform features intelligent document organization, automated email filing, and secure collaboration tools with real-time editing capabilities. NetDocuments integrates with over one hundred fifty technologies including Microsoft Teams and offers AI-powered tools that help legal teams automate workflows while maintaining document security and compliance.

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ConectoHub logo

OKR, Work and Project Management, Portfolios, Dashboards

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ConectoHub is a combination of a work management software with a powerful OKR system, which allows users to link tasks, projects, and milestones to their OKRs.

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Quixy logo

Work Smart. Achieve More.

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Quixy is a cloud-based No Code workflow automation that empowers business users with no coding skills to automate their workflows (sequential, parallel, or conditional), using simple drag-and-drop design, ten times faster consequently enhancing efficiency, transparency, and productivity.

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Avokaado logo

Contract intelligence platform for legal, revenue, and ops.

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Avokaado is an all-in-one contract lifecycle management platform that helps teams manage, create and collaborate on contracts. Process a high volume of documents with multiple stakeholders involved both internally and externally and make this process transparent, collaborative and efficient.

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Anywhere logo

The only Project Management software for client-facing teams

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The only Project Management software for client-facing teams & agencies.

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Flowfinity logo

Create, automate and integrate custom business process apps.

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No-code application configuration toolset that empowers business analysts to deliver solutions in rapid dev cycles. Our intuitive platform combines a web-based app editor, SQL database, interactive dashboards, advanced mobile data collection, process automations and simple, reliable integrations.

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Teamleader logo

Sell, bill and organise work in one place.

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Invoices, quotes, CRM, and planning. Manage your business easily in one place. Over 20,000 entrepreneurs and their teams hand over their paperwork to Teamleader's business software.

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SwiftCase logo

Get your workload under control with ease.

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Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. Watch your business grow, powered by SwiftCase software.

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OptimumHQ logo

Business process management solution

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OptimumHQ is a SaaS solution that helps organizations of all sizes streamline the entire business process management lifecycle, from planning to improvement. It enables users to manage operations such as accounting, inventory tracking, budgeting, payroll, and more.

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Deltek WorkBook logo

Project & Resource Management for Advertising Agencies

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WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

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TimeHero logo

Smart task planning and project management powered by AI.

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The #1 work management and planning software for busy teams. Plan and manage daily tasks, recurring work and workflow projects automatically around your teams availability. Automatic risk detection and priority management.

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