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Workflow Management Software with Secure Data Storage (2026) - Page 3

Last updated: April 2026

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192 software options

Knack logo

The most secure app and database builder for businesses.

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

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Laserfiche logo

Scalable document management & process management software

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

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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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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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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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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

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Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Gluu logo

People-friendly Business Process Management

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Workflow that follows your best process: assign, route, approve, collect evidence and track progress—on web, iOS and Android.

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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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Fieldguide logo

AI Platform for Advisory and Audit

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Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

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OnBase logo

Enterprise content management solution

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Automate & integrate the management and control of documents, business processes & records using one application

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Stacker logo

App builder with Google Sheets & Airtable integration

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Stacker is a cloud-based application builder that integrates with Google Sheets and Airtable to allow businesses to transform their spreadsheets into custom apps. The platform provides app customization tools to provide users with intuitive access to data.

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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise document management software for law firms and businesses to organize, secure, and manage documents and emails. With workflow automation, OCR, AI-powered data capture, and Office & Outlook integration, it improves productivity while ensuring full control and compliance.

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iTacit logo

Workforce communication software to engage & train employees

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iTacit is a workforce communication software that enables businesses in the healthcare, banking, and manufacturing industries, as well as public sector organizations, to manage employee communications, recruiting, onboarding, engagement, training, and more.

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CredentialStream logo

Standardized and centralized healthcare credentialing.

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CredentialStream includes everything you need to request, gather, and validate information about a provider to serve downstream processes. With a modern, continuously updated platform, best-practice content libraries, and industry-leading data sets.

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awork logo

for the joy of work. 💜

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awork is the #1 project platform for agencies. Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place.

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Tadabase logo

The #1 Trusted No-Code Platform for Building Custom Web Apps

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Tadabase is a no-code online database builder designed to customize business applications and database web apps quickly and easily with no-code, no compromise.

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Klyck logo

Everything in one place for documents in motion

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Klyck is a modern AI-powered content and document management platform with a Netflix-style library, Amazon-like filters, and workflows.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is a leading workflow management solution. Automate any workflow & collaborate - no coding. Custom forms, advanced permissions, easy-to-use & custom branded UX, custom reporting & analytics & more. Customers include Kellogg's, BP, Virgin Atlantic, & TBWA. Perfect for teams of 50+.

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Admation logo

Marketing & ad agency project management tool

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Approval workflow management just got smarter with admation's online approval tools. Use approval deadlines, automated approval reminders, tiered approval pathways and revision counters to streamline your approvals process in one easy-to-use online platform.

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Rayven logo

Turn messy, siloed data into automations + operational apps.

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Rayven delivers operational systems for industrial businesses, turning messy data into automation and made-to-fit operational applications.

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Pixie logo

Get your accounting practice running like clockwork.

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Pixie is a practice management software for accounting and bookkeeping firms that use it to centralise tasks, deadlines, documents and emails and automate workflows.

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Falcon logo

Your lightweight PPM solution - ready within days.

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Falcon, a lightweight PPM software for PMOs, streamlines project oversight. Its adaptability, efficiency, and robust reporting empower long-term strategy implementation. It is extremely easy to setup and ready to use from the very first login.

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Mosaic logo

AI-powered resource management, reporting, and forecasting

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Mosaic is AI-powered resource management software that gives real-time visibility into workload, capacity, and demand. Balance teams, forecast revenue, and improve utilization with a planning-first platform that replaces spreadsheets and static ERP reports.

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