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Workflow Management Software with Template Management (2026) - Page 5

Last updated: April 2026

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366 software options

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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Text Blaze logo

Create smart templates and insert them anywhere

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Eliminate repetitive writing tasks by creating smart templates and inserting them anywhere using keyboard shortcuts.
Templates are no-code mini-productivity apps that can automate various repetitive tasks.

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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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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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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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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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BIC Platform logo

AI-enabled business process management platform

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Thanks to unique No Code and Low Code technology, you can automate your processes quickly, easily and without any programming. Directly from the graphical capture, BIC Platform generates executable workflows that make your business processes more flexible and accelerate them at the same time.

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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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InfoReady logo

InfoReady makes your work life better

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InfoReady is used across campuses of universities and colleges, and at hospitals, to handle applications for limited submission grants, internal and seed funding, pilot grants, prizes, fellowships, scholarships, administrative approvals, awards, nominations and much more.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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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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Synergist logo

Project management software for agencies and consultancies.

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The UK's leading agency management software. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.

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Creatio Studio logo
Category Leaders

No-code platform to automate workflows and build application

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A workflow management platform powered with no-code with composable architecture to automate workflows and build applications with maximum degree of freedom in just minutes.

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Scribe logo

Turn any process into a step-by-step guide, instantly.

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Scribe instantly turns a process into a step-by-step guide by capturing your work. It converts your clicks and keystrokes into written instructions.

Dramatically shorten the time it takes to create process documentation, work instructions, SOPS, and other guides for your team and customers.

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Comidor logo

Low-Code and Hyperautomation platform

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Comidor Intelligent Automation combines BPM with Advanced Workflows, RPA and AI/ML to orchestrate, automate and improve business processes

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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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SmartSuite logo

Any Project. Any Process. One Platform.

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SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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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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Lytho Workflow logo

Creative Operations, Simplified.

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Creative Operations, Simplified.

With Lytho, everything - projects, feedback, assets, and more - is in one place. So your team can stop micromanaging tasks, chasing stakeholders, and clicking through folders. And start creating work that wows.

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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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Moovila logo

World's first AI-powered project & resource management tool

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Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

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