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Workflow Management Software with Customer Database (2026) - Page 2

Last updated: April 2026

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100 software options

GoFormz logo

Capture better data with digital forms

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Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

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kintone logo
Category Leaders

Agile, No-code Business Application Platform

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

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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

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Capsule logo

Customer relationship management solution

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

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Accelo logo
Category Leaders

Transform the way you manage client work

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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.

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123FormBuilder logo

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

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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.

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Zoho Creator logo

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

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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.

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ServiceNow Customer Service Management logo

Automate requests and deliver effortless experiences

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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

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vtenext logo

The easy all-in-one CRM for process automation

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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.

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Bonsai logo

One platform to streamline your entire business

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

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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Flowtrac logo

Warehouse and inventory management solution

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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.

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OTRS logo

Helpdesk software for customer service management teams

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OTRS is a helpdesk software designed to help businesses manage resources, workflows, internal communication processes, customers, service requests, and more on a centralized platform. Administrators can configure access permissions, enabling agents to view client data.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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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.

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LaunchBay logo
Category Leaders

Client Experience Platform

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LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

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Simpro logo

Field service management software to streamline operations

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Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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TrackVia logo

Workflow automation for enterprise operations

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TrackVia helps IT and business users turn manual processes or spreadsheets into web and mobile apps fast and with no complex coding.

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YOOBIC logo

The digital workplace for your frontline teams

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The leading AI-powered retail operations platform helping global brands drive operational excellence and performance.

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Anthill logo

Customer process management & CRM

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Anthill is a customer process management & CRM solution that allows organizations to organize employee and customer interactions into workflow streams across teams, channels and locations to streamline business operations

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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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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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Whispir logo

Your all-in-one messaging tool.

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Foster rich engagement with Whispir's personalized, cost-effective communication software.

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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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TDox logo

Business process management software for developers

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TDox is a low code development software designed to help businesses create custom web and mobile applications and launch personalized digital products. The platform enables managers to collaborate with colleagues and clients in real-time on projects through the use of features such as chat rooms, video conferencing, and document sharing.

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Gruntify logo

Field Service Automation Software

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Automate your field service operations and optimize your enterprise asset management with Gruntify, the all-in-one mobile solution.

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