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Top Rated Workflow Management Software with Salesforce

Last updated: July 2026

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84 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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monday.com AI Work Platform logo

Project management software

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Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

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Mitratech TAP Workflow Automation logo

TAP gives you the power to automate any process— on your own

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TAP is a workflow automation software that empowers users to create and deploy forms, processes, and workflows without writing any code— using the drag-and-drop designer. TAP Workflow Automation also supports automated notifications, e-signatures, role-based access, and 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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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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Fusebase logo

AI-native client portal and client collaboration platform.

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FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams. Use FuseBase to improve delivery, increase client stickiness, and turn expertise into recurring revenue through branded client portals, secure workspaces, and AI-assisted operations.

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Manifestly logo

Checklist app for recurring tasks and recurring processes

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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.

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OutSystems logo

Low code development platform to create apps using AI

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OutSystems low-code rapid application development platform. Build powerful apps fast, change them even faster.

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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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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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ContractHero logo

The leading contract management software 

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ContractHero empowers mid-sized and enterprise businesses by offering extensive control over their contracts and agreements, featuring advanced analytics, customizable roles, and secure data management.

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TrackVia logo

Workflow automation for enterprise operations

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TrackVia helps IT and business users turn manual processes or spreadsheets into web and mobile apps fast and with no complex coding.

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Avokaado logo

Contract intelligence platform for legal, revenue, and ops.

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Avokaado is an all-in-one contract lifecycle management platform that helps teams manage, create and collaborate on contracts. Process a high volume of documents with multiple stakeholders involved both internally and externally and make this process transparent, collaborative and efficient.

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PerfectApps logo

Build web apps & automate workflow - No code required.

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With PerfectApps no-code platform, you can:

• Build web apps, web forms & reports
• Automate workflows
• Send automated notifications
• Create drill down reports with data grids, graphs and charts
• Get full visibility to workflow processes
• Integrate with LDAP, databases & 3rd party apps

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ManageEngine ADManager Plus logo

Active Directory Management and Reporting Solution

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ADManager Plus includes a multi‑stage workflow engine for identity changes. You can define requesters, reviewers, approvers, and executors; enforce SLAs; auto‑assign tasks; and notify stakeholders by email or SMS. Every step is logged, turning AD and Microsoft 365 changes into auditable processes.

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Spekit logo

AI-powered sales enablement and content management platform.

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Spekit is the modern sales enablement platform that unifies sales content and learning to enable your reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™.

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HighGear logo

True no-code workflow software, for managing work at scale

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Businesses in regulated industries rely on HighGear to empower their people to create custom workflow applications that easily and quickly drive adoption within their lines of business. Powerful drag-and-drop tools and intuitive dashboards help organizations put their teams in HighGear.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.

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