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Workflow Management Software with Client Portal (2026) - Page 6

Last updated: April 2026

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159 software options

Projectum logo

Project and client management for technical offices.

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Projectum is a comprehensive solution for attracting clients online and managing all aspects of your architectural and engineering technical office. It helps users with everything from team organization to budget creation, project control and invoice issuance, through a centralized plaftorm.

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INControl logo

Your Control Centre

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INControl is a cloud-based Transport Workflow System for South African fleets, streamlining shipments, scheduling, RTMS compliance, and invoicing. It includes SIMs, rugged tablets, and MDM to ensure secure, connected, and fully digitised transport operations.

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ONESOURCE Indirect Tax logo

Sales and use tax system product suite software.

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ONESOURCE indirect Tax is a cloud-based Sales and use tax product suite solution for small to large sized businesses.

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Oracle CPQ logo

CPQ software & Quote-to-Cash app

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Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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TaskOPad logo

Task Management & Project Management Software

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TaskOPad is Task and Project management software with project planning and resource management tools. It aims to facilitate company productivity. Key features include file sharing, a to-do list, task scheduling, and many more...

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COR logo

Management solution for Advertising & Marketing Agencies

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COR is the all-in-one management solution for creative agencies. It automates time tracking to increase business profitability and team efficiency. COR offers features like precise time tracking to accurately predict delivery times, data-driven decisions to identify profitable services and projects, managing team capacity to assign talent efficiently, and detailed operation analysis through quarterly business reviews.

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eRep logo

CPQ software to simplify and automate the quoting process

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eRep automates the sales workflow of independent reps, distributors, and inside sales to allow them to select, price, configure, and quote jobs fast and easy. Automated workflows include pricing discount approvals that saves sales managers time. Engineering workflow approval for special orders.

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Easydus logo

Most Flexible Event Registration Tool

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Easydus event registration software is the most flexible event registration platform in the market, where you set up any complex or simple event registration flow where you can set up a separate registration form, e-mails for each of your target group.

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IntellaQuest logo

Business process automation platform

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IntellaQuest is a cloud-based platform that enables users to manage complex business operations and plant business processes in one place. It includes a robust document management system to ensure compliance with industry standards.

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ICS Flow logo

Automate your business, your way.

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ICS Flow by Inspired Change Solutions is a web-based automation platform that streamlines workflows, manages leads, tracks performance, and integrates communication, payments, and more — giving businesses visibility, control, and scalability from one powerful system.

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Xerox Workflow Central logo

Workflow and document management platform

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Xerox® Workflow Central is a secure, cloud-based collection of productivity-enhancing document workflows with a simple monthly subscription. Transform physical and digital files instantly and solve everyday workflow challenges: translation, redaction, file conversion, and more.

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D-Tools System Integrator (SI) logo

System Integration Software

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Optimize project management, generate precise proposals, and collaborate seamlessly with D-Tools System Integrator (SI). Benefit from integrations with QuickBooks and AutoCAD/Visio for efficient operations. Gain a competitive edge in the electronic systems integration industry.

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Leankor logo

Project management, workflow & process automation solution

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Transforming your Project Management with better outcomes from a new approach.

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Encompass+ logo

Cloud-based workflow management tool for network businesses.

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Encompass+ is a SaaS workflow management platform built on Salesforce, offering seamless integration with your existing systems. It is regularly updated to meet the latest security standards and undergoes thorough third-party audits, ensuring all data processing adheres to privacy requirements.

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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Tidyflow logo

Streamlining Accounting Practice Management Effortlessly.

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Cloud-based platform aiding accountants in managing client projects, document security, team collaboration, and automating operational tasks.

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PLANTA Project logo

Multi-project management software for all economic sectors

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Workflows can be adapted to company processes, approval procedures, project templates: create the optimal structure for your projects. Transparency in terms of costs, dates, and project risks. API, configurable interfaces (ERP, SAP, Jira, etc.), Agile and traditional PM, 2 editions. GDPR.

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OpusFlow logo

ERP system for the installation sector

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OpusFlow automates every workflow—from lead follow-ups and task assignments to document creation and status updates. It removes manual steps, standardizes processes, and keeps projects moving smoothly, helping installation companies work faster and with fewer errors.

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ProcessKit logo

Streamline client onboarding & service delivery

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ProcessKit is an agency process and client management software that helps businesses streamline their client onboarding and service delivery. It allows users to create standardized operating procedures, automate repeatable tasks, and manage client information in one centralized platform. ProcessKit's features include progress tracking, task delegation, and process automation to help agencies deliver client work at scale.

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CrewSnap logo

All-in-one software designed for staff augmentation firms

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CrewSnap is software for staff augmentation firms to manage workflows, create branded resumes, and accelerate sales. It provides a portal for talent and client management, automates resume branding, and streamlines the submission process to help staffing firms operate more efficiently.

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Wavity logo

Frictionless business on a budget

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Wavity enables organizations to build easy-to-use digital workflows quickly and cost effectively.

We offer solutions to support many digital workflows - IT, Sales and Marketing, HR, Work and Project Management and other workflows that are unique to your organization and your teams.

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Snoots logo

Veterinary management system that streamlines workflows

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Snoots is a cloud-based veterinary management system that offers an advanced user experience and cutting-edge functionality to ensure complete control over the operations of veterinary facilities. It allows vets to access patient information from any device at any time, meeting the needs of facilities both large and small. Snoots adheres to strict cybersecurity standards and data protection regulations.

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MMC logo

We love agile marketing and value efficient management

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The Creative & Production Workflows module of the MMC supports the execution of cross-media campaigns. It structures workflows to efficiently manage the production of marketing materials.

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M-Files Hubshare logo

Collaboration and digital client experience solution

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M-Files Hubshare is a solution that helps enhance the digital client experience with a collaboration platform. It centralizes information in a dashboard, enabling the creation of branded, customized client hubs. The system streamlines document management with metadata, automates workflows, and facilitates secure external sharing. It also offers audit trails and user rights management features.

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