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Top Rated Workflow Management Software with Customizable Templates in 2026 - Page 5

Last updated: March 2026

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437 software options

Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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

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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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PlatoForms logo

Cloud-based tool for creating and managing PDFs

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PlatoForms is a versatile tool that simplifies PDF form creation and management, enhances collaboration, ensures data security, and drives productivity. By leveraging PlatoForms, businesses can streamline their operations, reduce administrative burdens, and focus on their core operations.

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BCS logo

Plan. Implement. Evaluate.

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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.

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Workamajig logo

Project & workflow management for the creative industry

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Workamajig is a collaborative project & workflow management software for in-house creative / design teams & agencies in marketing, advertising, & more.

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive solution that enables end-to-end management of business processes, encompassing modeling, automation, execution, monitoring, and continuous improvement, all within a fully web-based environment.

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Axonify logo

How the frontline learns, connects and gets things done.

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Integrate training and tasks into the daily flow of work. Assign, verify and monitor frontline tasks without workflow disruption.

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Liberty Spark logo

The effective way to map, analyse & improve processes.

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Skore is now Liberty Spark. Begin your digital transformation journey by bringing your essential processes to life, without complexity. The effective and connected way to rapidly document, analyse and continuously improve processes at scale.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Knack logo

We help everyday innovators to create custom, no-code apps.

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Knack helps organizations empower everyday innovators to solve real-world problems. By leveraging Knack’s intuitive platform and expert builder network, teams can quickly build no-code or low-code applications that harness data, automate processes and move workflows online.

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YouTrack logo

Cloud-based project management tool designed for agile teams

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YouTrack is a powerful project management tool that streamlines work and boosts productivity for teams of any size. It offers features like task management, collaboration tools, AI-powered assistance, knowledge base management, customizable Agile boards, time tracking, Gantt charts, detailed reporting, and a helpdesk solution. YouTrack adapts to the needs of various teams, from software development and DevOps to HR and marketing, helping them complete tasks and deliver great products.

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Forecast logo

AI-driven PSA platform powering profitable project outcomes.

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Connecting all parts of project management data and giving insights to build seamless workflows.

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Intellect QMS AI logo

QMS AI SaaS and on-premises solution for quality management.

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Intellect is an AI-powered Quality Management System (QMS) designed for manufacturing, life sciences, and other regulated industries. The SaaS and on-premises platform is designed for quality teams to automate processes, ensure compliance, streamline document control, and lowers operational costs.

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Milient logo

Perfect Project Flow

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Milient is a cloud-based project management solution that helps users with time recording, resource planning, quality assurance, and invoicing processes from a unified platform.

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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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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the Workflow Management software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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ManageEngine ADManager Plus logo

Active Directory Management and Reporting Solution

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ManageEngine ADManager Plus is an IGA solution unifying AD, Exchange, Google Workspace, and Microsoft 365 management. It simplifies the identity life cycle, risk assessment, access certification, and compliance reporting with features like automation and delegation.

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Clustdoc logo

Customer onboarding software for modern businesses

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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.

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Collaboard logo

GDPR compliant online whiteboard with self-hosting options

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Swiss online whiteboard software for creative and interactive collaboration to bring your online meetings, and workshops to the next level. The software is GDPR-compliant, and the data is hosted securely in NL and Switzerland. You can also self-host the data on-premises or in your cloud.

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SmartDraw logo

Precise floor plans and diagrams without CAD complexity

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SmartDraw makes professional drawings and diagrams accessible to everyone. Create workflow diagrams, process flow charts, and more in minutes with SmartDraw's easy to use workflow diagram software.

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Checkbox logo

Automate expert processes and services using no-code

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Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.

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Submit.com logo

The best way to accept, review and manage online submissions

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Submit.com is a cloud-based software workflow management solution which streamlines the collection, management and evaluation of online submissions. Submit.com has provided solutions in; academia, awards, field operations, grant management, human resources and TV talent casting.

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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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