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Workflow Management Software with Self Service Portal (2026) - Page 2

Last updated: April 2026

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131 software options

Fusebase logo

Collaboration and information management tool

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An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

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Projectworks logo

Run a More Profitable, Scalable Firm

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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.

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TPS Cloud Axis logo

Practice management software designed for accountants

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TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling.

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Hiver logo

Modern, AI help desk software built for fast teams.

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Hiver is a modern, AI customer service platform with strong workflow management features. You can automate assignments, status updates, tagging, and reminders to cut manual work. Monitor SLAs, escalate when needed, and use canned responses for FAQs so teams can provide on faster resolutions.

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Rocketlane logo
Category Leaders

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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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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Latenode logo
Category Leaders

Low-code platform for business process AI automation tool

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Latenode is a low-code platform for BPA supporting workflows of various complexities

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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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TeamDynamix logo

IT service management platform

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TeamDynamix ITSM & PPM solutions are designed to provide organizations with the tools and methodology required to streamline IT and enterprise service management processes, procedures, and tasks.

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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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Teamplify logo

Software for managing and tracking projects and teams

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Teamplify is a cloud-based application that helps organizations manage projects, analyze data, track project status and team tasks, and more. The platform offers various tools to handle time tracking, vacation planning, and daily standups.

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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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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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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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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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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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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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Unifocus logo

Unifocus: Scalable Ops & Workforce Tech for Hotels

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Unifocus is an all-in-one platform for hotels that unifies workforce management and operations. It features AI-driven scheduling, time tracking, task management, mobile apps, and real-time analytics to optimize labor, ensure compliance, and boost guest service.

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ActiveBatch logo

Workload automation and job scheduling orchestration tool

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ActiveBatch is a workload automation and job scheduling software that helps businesses develop, optimize, and monitor IT operations, infrastructure, applications, and more. Features include change management, auto-remediation, alerts, a self-service portal, and role-based permissions.

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AirManual logo

Makes processes simple.

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AirManual helps businesses to document and use their processes, training, and onboarding to free up time, improve quality, and continuously improve. To do this, AirManual provides a super user-friendly tool and expert support to help you address your biggest challenges.

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