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Workflow Management Software with CRM (2026) - Page 9

Last updated: April 2026

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242 software options

Apteco PeopleStage logo

Software for managing and automating multi-channel marketing

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Apteco PeopleStage is a campaign automation software for multi-channel marketing. It allows for real-time automation with event triggers, omnichannel orchestration, and AI-enhanced optimization. Integrating with key marketing and analytics tools, it streamlines data and workflows. Features include journey design, segmentation, campaign analysis, and contact management.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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ENSPACE logo

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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CMap logo

Project and resource management software.

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CMap was created to help professional services firms win more work, deliver it more profitably and make better business decisions.

Functionality spans the entire project lifecycle, and is honed to the unique requirements of consultancies & agencies, architects & engineers and accountants.

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Elixir Cloud logo

The future of CCM is simplified, secured, and scalable

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Elixir Cloud: A revolutionary CCM platform that combines deep industry experience and cloud-native technology to transform customer communications.

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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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MPP.360 logo

Cloud-based marketing production platform

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MPP.360 is a cloud-based platform for streamlining the creation of digital or printed sales and marketing materials.

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X-Booker logo

Revolutionize Your Operations With X-Booker

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X-Booker is an indispensable workflow management tool, empowering businesses to automate tasks and streamline operations seamlessly. From comprehensive reporting to scheduling, it caters to enterprises of all sizes, enhancing workflow automation across the board.

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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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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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SAP Ruum logo

AI-driven project management and collaboration tool by SAP

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SAP Ruum is a collaborative, AI-driven project management solution for teams which provides project management, task tracking, and progress reporting. The platform is designed for sales, marketing, HR, supply chain, analytics, and professional services teams, and integrates with the SAP C/4HANA suite.

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Hubler logo

Business process management and robotic process automation

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Hubler is a cloud-based no-code application development platform that allows businesses across industries to manage, digitize, & automate their processes. Real-time data sync provides an accurate and up-to-date overview of business processes at any time.

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MuleSoft Composer logo

Business process management (BPM) and integration software

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MuleSoft Composer is a business process management (BPM) and integration software that helps businesses utilize the pre-built connectors to integrate the Salesforce platform with several external applications. It enables staff members to create custom logic-based workflows to automatically establish integrations within a unified platform.

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SpiceX logo

Integration Platform as a Service for contact centers

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SpiceCSM is a web based on-demand platform for increasing the efficiency of your contact center agents. Designed as a "point solution," SpiceCSM Guided Services turn your agents into subject matter experts, without additional training. With a unique blend of decision tree technology, data collection, and easy to use creation tools, your contact center will not only provide higher quality service, but at a lower cost.

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fluidTrail logo

Streamline your workplace processes with fluidTrail.

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fluidTrail streamlines operations by automating tasks, managing content/documents, and integrating applications. Its low-code workflow designer simplifies task management across departments.

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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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Pepper Cloud CRM logo

Best AI-powered sales CRM tool to empower SMEs across globe

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Automate routine tasks and keep your team on track with Pepper Cloud’s smart workflow builder. Trigger emails, assign leads, set follow-ups, and update deal stages automatically. Boost productivity and ensure timely action across your sales and marketing processes.

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Generative Studio X logo

Deliver conversational experiences at enterprise scale.

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The 3rd generation of an award-winning no-code platform for hyper-automating conversational applications and workflows that operate over any channel and are powered by the latest AI.

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CX Genie logo

Cloud-based and AI-enabled chatbot software

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CX Genie, the AI-powered customer support platform is designed to manage, automate, streamline, and elevate customer service operations.

Empower your support team to deliver personalized, human-like customer interactions with CX Genie's Workflow feature.

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Forms On Fire logo

Mobile forms, dispatch, task and workflow solution

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A mobile app for inspections, audits, safety reports, orders, and many other tasks. Save time with pre-filled fields from your systems. Save time by eliminating needless travel to deliver forms. Save the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

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Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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DeskConnect logo

AI-enabled software for managing documents

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DeskConnect's cloud-based AI and ML streamline document workflows, automating tasks and cutting errors for businesses. Boost efficiency with seamless processing and integrations. Try free for 30 days, then $29/month/user.

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MiTek logo

Construction management software for SMBs

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BuilderMT Workflow Management Suite is a WMS for home builders, with various core functionalities

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Teepee logo

Business process management solution for all companies

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TeePee allows you to digitize and consolidate all your forms to automate all your business processes—the collaborative tool for all companies.

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FieldBuddy logo
(0)

Software for planning and execution of technical services

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FieldBuddy is a SaaS solution for managing internal and external services. It supports technicians as well as after-sale administrators. The app is designed to automate workflows and administrative processes. Comments or feedback on working hours and materials can be made or accessed remotely.

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