getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Workflow Management Software with CRM (2026) - Page 3

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

242 software options

Projectworks logo

Run a More Profitable, Scalable Firm

learn more
Grow your business with all-in-one professional services automation software for engineering, architecture, management consulting, & software services. Projectworks is easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success.

Read more about Projectworks

Users also considered
kintone logo
Category Leaders

Agile, No-code Business Application Platform

learn more
Cloud-based No-Code Custom Application Build & Deploy Platform with Built-in Workflow

Read more about kintone

Users also considered
Responsive logo

Be more strategic, efficient, successful and Responsive.

learn more
Responsive’s (formerly RFPIO) AI-driven Strategic Response Management platform drives more deals won with smarter, faster responses.

Read more about Responsive

Users also considered
Syncro logo

One platform for IT teams to strengthen security, streamline

learn more
Syncro is an integrated RMM, PSA, and remote access platform for MSPs and IT pros that provides all the tools you need to service your clients' IT efficiently, including workflow management and more.

Read more about Syncro

Users also considered
GoCanvas logo

Easy, flexible & powerful software for service businesses.

learn more
GoCanvas enables businesses to streamline their workflows and save time by replacing their paper forms and manual processes with mobile apps, no coding needed.

Read more about GoCanvas

Users also considered
Capsule logo

Customer relationship management solution

learn more
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

Read more about Capsule

Users also considered
Accelo logo
Category Leaders

Transform the way you manage client work

learn more
Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery.

Read more about Accelo

Users also considered
123FormBuilder logo

Web forms: as easy as 1-2-3!

learn more
123FormBuilder is the quickest solution for creating professional forms for both web and mobile. With its easy drag-and-drop form editor, you can build custom contact forms, surveys, registration forms, and order forms in minutes—right from your browser. No coding skills are needed.

Read more about 123FormBuilder

Users also considered
Productive logo
Category Leaders

Project lifecycle management for agencies and consultancies

learn more
Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

Read more about Productive

Users also considered
Zoho Cliq logo

Cloud-based software for team collaboration & communication

learn more
Zoho Cliq is a secure team communication software that organizes conversations, workflows, and meetings in one place to boost productivity. With features like video conferencing, custom messaging channels, and seamless integrations, Zoho Cliq enables effective collaboration from anywhere, streamlining workflows for teams of all sizes.

Read more about Zoho Cliq

Users also considered
Zoho Creator logo

An all-in-one AI-based low-code app development software

learn more
Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business.

Currently, 13,000+ customers have built 6M applications on Zoho Creator, a testimony to the power of the platform.

Read more about Zoho Creator

Users also considered
Docubee logo

Intelligent Contract Automation

learn more
Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

Read more about Docubee

Users also considered
onPhase logo

Accounts payable and document automation platform

learn more
onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

Read more about onPhase

Users also considered
ServiceNow Customer Service Management logo

Automate requests and deliver effortless experiences

learn more
ServiceNow CSM's workflow management feature streamlines customer service by automating manual processes, improving agent efficiency, and reducing response times. The feature enables businesses to define and manage workflows, automate case routing, and track case progress from creation to resolution

Read more about ServiceNow Customer Service Management

Users also considered
Uku logo

Accounting Practice Management Software

learn more
Uku transforms accounting practice management with advanced CRM, automated billing, email automation, and a secure client portal with e-signature. Save hours every week and turn invoicing from a multiple days task into a 30-minute routine - so your team can focus on growth.

Read more about Uku

Users also considered
Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

learn more
Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

Read more about Planview AdaptiveWork

Users also considered
vtenext logo

The easy all-in-one CRM for process automation

learn more
Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

Read more about vtenext

Users also considered
Bonsai logo

One platform to streamline your entire business

learn more
One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

Read more about Bonsai

Users also considered
Workato logo

AI orchestration & integration platform

learn more
Workato connects your apps and automate your business. Easily enable powerful automation of business workflows and tasks across apps - without a need for IT.

Read more about Workato

Users also considered
BCS logo

Plan. Implement. Evaluate.

learn more
Define your workflow steps - including responsibilities, processing sequence, response times and traffic light function. Add checklists and other functionalities to your templates and BCS automatically notifies the responsible person at the appropriate time.

Read more about BCS

Users also considered
Knack logo

The most secure app and database builder for businesses.

learn more
Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

Read more about Knack

Users also considered
Flowtrac logo

Warehouse and inventory management solution

learn more
FlowTrac is a warehouse management solution, which helps organizations manage asset tracking, inventory management, manufacturing & more. It lets users assign assets to employees or customers, monitor status via check-in/out details & receive alerts bout return dates.

Read more about Flowtrac

Users also considered
Alboom CRM logo

Customer relationship management (CRM) for small businesses

learn more
Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

Read more about Alboom CRM

Users also considered
Laserfiche logo

Scalable document management & process management software

learn more
Laserfiche is an AI-powered document management and process automation platform designed to centralize content, automate workflows, and simplify compliance for organizations.

Read more about Laserfiche

Users also considered
Clustdoc logo

Customer onboarding software for modern businesses

learn more
Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

Read more about Clustdoc

Users also considered