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Workflow Management Software with CRM (2026) - Page 2

Last updated: April 2026

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242 software options

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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MuleSoft Anypoint Platform logo

The complete platform for SOA, SaaS integration & APIs

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MuleSoft Anypoint Platform is a hybrid enterprise integration platform for integration of systems, data, and APIs. It provides tools for integration, APIs, and automation, enabling users to build, deploy, secure, and manage integrations across on-premises and cloud environments. Features include Integration Code Builder, Exchange Connectors, API management, RPA, AI-enabled data extraction, and pre-built solutions, helping enterprises accelerate IT delivery and automate security.

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Birdview logo

Software for managing multiple projects, tasks, and teams

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Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Run any type of workflow, find process bottlenecks, and leverage automation all on one intuitive interface.

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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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SurveyMonkey Apply logo

Collect, manage & review applications.

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SurveyMonkey Apply helps organizations to collect, manage and review any type of application or submission from one secure online portal.

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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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Salesforce Platform logo

Develop enterprise & customer-facing apps

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Salesforce App Cloud’s Lightning Process Builder allows users to automate business workflows by building custom apps & integrations using point-and-click tools

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Karbon logo

Accounting practice management software for leading firms

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Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

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Quickbase logo

Dynamic work management and project platform

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Quickbase is a workflow management platform that supports continuous improvement by enabling you to quickly create applications and workflow automations to improve processes in minutes. Connect your data, share information selectively and securely, and adapt workflows as your business changes.

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Scoro logo

Manage projects, resources, and finances in a single system

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Automate and simplify every aspect of project management. Convert approved quotes into complete project plans. Have all the necessary tasks and milestones set up in seconds. Distribute work based on capacity. Compare actual time and budget burndown to estimates in real time. Bill your work.

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shopVOX logo

Web-based manufacturing solution for custom fabricators

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shopVOX is a cloud-based custom manufacturing solution with features for sales lead management, quoting, business intelligence, employee management, and more

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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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APPSeCONNECT logo

Integrate. Automate. Accelerate.

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APPSeCONNECT is an intelligent integration platform (iPaaS) that connects applications and automates business processes in a jiffy!

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Ninox logo

Create custom business apps for teams

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With Ninox and its customizable user interface you can create Apps that matches your own workflow.

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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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Iris Works logo

Photography studio management solution

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Iris Works is a photography studio management system designed to help photographers streamline client & studio management processes with features such as online booking & scheduling, automated workflows, invoicing, scouting location management, questionnaires, & more

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Boomi logo

Cloud Integration Platform

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Automate triggers, events, and other actions to deliver information where it’s needed. Quickly build applications that automate routine workflows and functions to make people more productive, reduce the repetitive tasks that make jobs frustrating, and ensure customers always get what they want.

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Appenate logo

Data-driven business app creation. No coding required

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Submit Inspection Forms 83.3% Faster With Our Adaptable Mobile Form Builder. Free trial, training & support.

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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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Fusebase logo

Collaboration and information management tool

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An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

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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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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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