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Top Rated Workflow Management Software with Template management - Page 2

Last updated: October 2026

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403 software options

Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

Automate and streamline your customer operations effectively with Bigin's array of automation features. Prioritize strategic tasks while ensuring routine operations run smoothly with features to automate follow-up emails, assign tasks, update deal stages, schedule calls and events and a lot more.

Read more about Bigin by Zoho CRM

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Jotform logo

Cloud-based form builder tool for digital forms.

Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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Miro logo

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Organize your workflow online – manage your screens and statuses on one single board. Easily collaborate and track your status.

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Quire logo

Technical report management software

Technical report management software that helps engineering and consulting firms work faster, standardize workflows, and improve QA/QC

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Businessmap logo

Lean portfolio management platform for strategy execution.

Businessmap is the most flexible Lean project & portfolio management platform for complete strategy execution. The software helps you align strategic goals with daily work while ensuring long-term business agility and exceptional ROI.

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Workzone logo

Stay Organized. Meet Deadlines. Collaborate Better.

Project management software for Marketing, Operations, and IT Teams. Unlimited human support & training. Flat-fee, no add-ons, pay one for core users (not every login). Plans start at $8 per user per month.

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Formaloo logo

The most powerful form builder for modern workflows

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever.

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Onspring logo

Cloud-based GRC solution for enterprises and governments.

Onspring is a cloud-based platform that helps businesses automate governance, risk, and compliance (GRC) management on a centralized interface. The platform offers a suite of ready-made products that work together seamlessly, allowing organizations to efficiently manage various GRC aspects including risk, compliance, third-party risk, audit, regulatory change, policy, and business continuity. It allows users to manage incident response, streamline problem management, and build workflows.

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Culverdocs logo

Dynamic data collection with mobile and web apps.

Culverdocs is a fully configurable, no-code platform that allows you to convert your existing paper-based documents into digital forms to transform how you collect, process, and manage business data.

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Projectworks logo

Run a More Profitable, Scalable Firm

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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Connecteam logo

Enhance employee management with the only all-in-one app

Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

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Airtable logo

Cloud-based AI app-building platform for all teams

Airtable is an AI-powered platform to design, automate, and scale workflows. Build custom apps, deploy AI agents, and eliminate manual work—so teams can move faster and operate with precision.

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GoFormz logo

Capture better data with digital forms

Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

Read more about GoFormz

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Flokzu logo

Business process automation made simple

Automate complex business processes with full traceability, governance, and real-time metrics. No-code, lower risk, faster results.

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Clovine logo

Project Management at a Glance

Clovine is an all-around workplace that makes you more productive and innovative. It is the collection of at least 100 useful free features which are not fully provided by the other free plans.

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Nifty logo

Project management, task tracking, & team collaboration hub.

Nifty is a remote collaboration hub designed to manage projects, goals, communications, and teams all in one place. With Nifty, all over the place becomes all-in-one place. Every part of managing a project's lifecycle is here.

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ClickUp logo

Cloud-based project & AI workspace for all teams

ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Read more about ClickUp

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Karbon logo

Accounting practice management software for leading firms

Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

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BCS logo

Plan. Implement. Evaluate.

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.

Read more about BCS

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flowdit logo

No-code inspections, audits and checklists, even offline

flowdit optimizes workflow management by automating processes and improving collaboration. It provides real-time tracking and customizable workflows to ensure tasks are completed efficiently, driving productivity and continuous improvement.

Read more about flowdit

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Uku logo

Accounting Practice Management Software

Practice management accounting firms actually enjoy. See every deadline, bill every hour, run a calmer, more profitable firm.

Read more about Uku

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Hiver Omni logo

The agentic omnichannel customer service platform.

Hiver is the agentic omnichannel customer service platform built for teams to manage complex support with AI Agents, cross-team collaboration, workflows, and ticketing.

Read more about Hiver Omni

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GoodDay logo

Cloud-based work management platform for firms of all sizes

GoodDay is a cloud-based work management platform designed to help businesses of all sizes manage project planning, product management, task organization, progress tracking and collaboration. The platform includes an interactive dashboard that enables users to view, plan, schedule and execute tasks.

Read more about GoodDay

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Manifestly logo

Checklist app for recurring tasks and recurring processes

Workflow management with Manifestly software. The Slack integration, mobile web, Zapier integrations, and web hooks mean the service can be fully integrated with existing software systems and processes. Schedule tasks, collect data, and use conditional logic to customize workflows.

Read more about Manifestly

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TPS Cloud Axis logo

Practice management software designed for accountants

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.

Read more about TPS Cloud Axis

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