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Top Rated Workflow Management Software with Microsoft 365

Last updated: July 2026

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125 software options

Lucidchart logo

Visual diagramming tool for team collaboration

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Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

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Cognito Forms logo

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for workflow management, where AI helps you get work done. Centralize all work to design and automate your unique workflows, eliminating manual steps and accelerating execution. Use our powerful, custom workflow builder to maintain control and consistency.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Asana logo

Project tracking and workflow management platform

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Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

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Adobe Workfront logo

Online enterprise work management software

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Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

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Pneumatic logo

Business process and workflow management software

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Pneumatic is a workflow management software designed for teams across several industries including human resources, finance, marketing, and sales. It helps organizations manage operations related to task creation, status tracking, performance monitoring, and more.

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Digital Integrated Management System logo

Quality, compliance, governance, improvement & digitization

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Interfacing’s Digital Business Platform - Build Accurate Simple to Complex Workflow Apps FAST: Days and Weeks, not Months.

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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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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.

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Make logo

Visual platform - design, build and automate your work

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Make is a visual automation platform that lets you send information between [App Name] and thousands of apps with just a few clicks.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

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Workzone logo

Stay Organized. Meet Deadlines. Collaborate Better.

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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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Zapier logo

Zapier makes you happier

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Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required.

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Nifty logo

Project management, task tracking, & team collaboration hub.

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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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Runrun.it logo

Cloud-based work management platform

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Runrun.it is a cloud-based work management platform that enables enterprises to manage tasks and projects, improve collaboration across teams, and analyze productivity metrics to measure performance. The solution is designed to provide teams with a single source of truth on their projects & tasks.

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Karbon logo

Accounting practice management software for leading firms

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

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Uku logo

Accounting Practice Management Software

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

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Firm360 logo

Built for accountants by accountants to simplify your firm.

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Operate with a comprehensive view of every project. Easily track progress, manage workloads, assess efficiency, and meet deadlines. You’ll always know who’s doing what and be able to hand off tasks smoothly.

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flowdit logo

Streamlining Quality, Empowering Compliance

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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.

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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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kintone logo

Agile, No-code Business Application Platform

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Cloud-based No-Code Custom Application Build & Deploy Platform with Built-in Workflow

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Rayven logo

Operational software for an AI-powered world.

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Rayven turns fragmented IT, OT + IoT data into an AI data fabric - then lets you build custom apps, AI agents, automations, and dashboards on top. Works alongside existing systems. Two to 12 weeks to go-live.

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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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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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