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Workflow Management Software with Templates (2026) - Page 4

Last updated: April 2026

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277 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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Workato logo

AI orchestration & integration platform

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Workato connects your apps and automate your business. Easily enable powerful automation of business workflows and tasks across apps - without a need for IT.

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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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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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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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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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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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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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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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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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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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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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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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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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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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Formstack Forms logo

Solution for collecting and managing data

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Formstack Forms is a cloud-based solution that simplifies the data collection process allowing users to create applications.

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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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