Best Workflow Management Software for Freelancers - Page 14

In an ever-evolving landscape marked by the digital transformation of sales and marketing, companies often find it challenging to integrate both customization and automation into their signature sales processes, all while ensuring customer satisfaction remains high. Many businesses continue to rely on generic marketing strategies and messages in their efforts to convert leads into customers, resulting in minimal success. Sticking to such outdated approaches can lead to missed chances and excessive time spent on the sales nurturing process becoming commonplace. Obstacles to implementing automation in sales and marketing can stem from a lack of suitable software, insufficient knowledge about integrating existing CRM and software tools for automation, and a noticeable disconnect between the sales and marketing departments. As organizations strive to overcome these challenges, the importance of cohesive teamwork and a tailored approach to customer engagement becomes increasingly vital. Ultimately, embracing innovation in these areas could spell the difference between thriving in the market and falling behind competitors.

Why confine yourself to a restricted number of fields or entries in a form? Our distinctive feature allows you to add or remove fields at any time without the risk of losing any data. You have the flexibility to utilize forms internally or from various sources, and whenever you need, you can deploy them on your website or in emails for others to fill out. Additionally, if you wish to receive notifications when a form is completed, we understand that it can be challenging to locate a specific entry from the accumulated data over time. To address this, any field included in a form can be easily filtered for better organization. Moreover, fields can be made mandatory, ensuring that users provide necessary information. If a user fails to fill in a required field, a customizable error message will be displayed, guiding them to complete the form correctly. This adaptability ensures a smooth data collection process, enhancing user experience and data management.

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

OnBase, Hyland’s flagship product is a single enterprise platform that manages your content, processes, and cases. OnBase centralizes all your business content and delivers the relevant information to you whenever you need it, no matter where you are. Your enterprise can increase productivity, provide excellent customer service, and reduce risk. OnBase is a single platform that allows you to build content-enabled apps. It can also be used to complement your core business systems. This will bring value to both your business units as well as your IT department. Rapidly create content-enabled solutions using a low-code platform for application development. This will reduce development time, cost, and silos within your department. OnBase can be deployed in the cloud, extended to mobile devices, and integrated with existing applications. All of this while leveraging the core strengths and security inherent to the OnBase platform.

Standard operating procedures serve as the backbone for any business aiming for growth, as their absence can hinder consistent advancement. Autopilot facilitates the automation of these essential procedures, tackling the frequent challenges that organizations encounter when implementing processes. Through the use of validated electronic forms and pre-configured workflows, it guarantees that tasks are executed uniformly, irrespective of who is handling them. Additionally, a thorough audit trail of actions taken ensures accountability across the board, allowing everyone to be responsible for their contributions. When employees leave, Autopilot provides operational continuity and serves as an effective training resource for onboarding new team members. With built-in guidance for each stage of the process, new staff are supported throughout their learning journey, enhancing their understanding of the business's procedures. This makes it easier to maintain standards and efficiency, ultimately contributing to the overall success of the organization.

Develop the business applications your organization requires using the Straatos BPM Platform. Whether you need comprehensive process automation workflows such as Procure-to-Pay (P2P) or a straightforward mobile application for capturing, processing, and uploading business documents to any backend system, this platform has you covered. Revolutionize traditional work practices by adopting modern digital workflows, granting employees and customers the ability to access information from anywhere and collaborate at any time. By integrating contemporary web technologies with a user-friendly graphical drag-and-drop interface, the Process Designer allows both technical experts and business practitioners to co-create business processes effectively. Its intuitive nature enables business users to easily adjust workflows to meet evolving needs and requirements. The Straatos BPM Platform fosters a collaborative environment among customers, employees, business owners, and developers, facilitating the swift development and implementation of business applications that drive efficiency and innovation. Ultimately, this approach not only enhances productivity but also ensures that your organization remains agile in today's fast-paced business landscape.

Leankor accelerates revenue generation by providing a superior solution for delivery management and forecasting. We are revolutionizing antiquated and disjointed project management practices with an agile, adaptable, and user-centric SaaS platform tailored to meet the distinct needs of industrial organizations. Hosted securely within the Salesforce Cloud, Leankor serves as a comprehensive and scalable tool to handle all your project requirements effectively. Enhance your business operations with our cloud-based enterprise solution that boosts flexibility, shortens delivery times, supports remote workflows, and fosters collaboration, all while positively impacting your profits. Leankor can be customized to align with your specific industry workflow, allowing you to maintain your existing processes without compromise. Our platform is designed to support teams, projects, and portfolios throughout your organization, accommodating various methodologies and working styles. Experience the future of project management with Leankor’s innovative features that not only streamline operations but also empower your teams to achieve greater productivity.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

In today's fiercely competitive business landscape, companies continuously strive to enhance profitability, increase revenue, and attract top-tier talent, which often proves to be a challenging endeavor. The reliance on outdated paper-based processes, overflowing filing cabinets, and archaic business systems significantly obstructs our ability to remain competitive. This is where DRS's digital transformation solutions come into play, offering the competitive edge that many organizations desperately seek. Businesses frequently need to efficiently migrate and securely store the data they handle, whether it involves sensitive information like personally identifiable information (PII) or data that demands compliance-ready storage. Storing such information in traditional on-site facilities is not only impractical but also risky, as it can lead to high costs, privacy concerns, and the potential for lost files, particularly when moving offices. Embracing digital solutions can alleviate these challenges and position businesses for sustainable success.

CWP provides an all-in-one process automation software that includes integrated document management and e-signature capabilities with timestamp functionality. Its user-friendly and adaptable interface allows businesses to design, oversee, and enhance a wide range of operations and administrative tasks through a single web-based platform. By transitioning from traditional paper-based or manual methods to structured, step-by-step workflows, CWP helps businesses effectively manage tasks that populate their To-Do lists. In today's fast-paced corporate landscape, enhancing efficiency and maintaining a competitive edge is unattainable without the digitization and optimization of various business processes. Additionally, it is essential for organizations to swiftly adapt their practices and policies to align with the constantly evolving market dynamics and regulatory frameworks. Embracing such innovations can significantly contribute to a company's overall agility and responsiveness.

Enhance your work efficiency by utilizing Cora SeQuence, which fosters growth, boosts cost-effectiveness, and promotes agility within your business. With our revolutionary HotChange® technology, users can easily track their resource utilization and processing efficiency. Implement immediate adjustments to optimize vital business operations, while also designing sophisticated customer workflows through a user-friendly interface. Our SeQuence CRM edition is tailored to alleviate challenges and elevate the customer journey across various sectors. Effortlessly model, configure, execute, monitor, and transform comprehensive business processes using our intuitive drag-and-drop features. Additionally, leverage predictive analytics along with connectors for robotic automation, artificial intelligence, and the internet of things to digitize any aspect of your business operations, ensuring a seamless integration of technology and processes. By adopting these innovative solutions, organizations can not only streamline their operations but also adapt quickly to changing market demands.

beCPG is an open-source Product Lifecycle Management (PLM), software that manages all aspects of a product's lifecycle, from conception to design, manufacture, service, and disposal. beCPG allows you to collaborate with customers and suppliers on products and projects. beCPG is available for use in the CPG industry, such as Food & Beverage, Cosmetics and Food & Beverage. We are different from other companies by offering a user-friendly and comprehensive software at a reasonable price. BeCPG offers these features in a few words: - Product repository for managing finished products, raw materials, packaging, and their technical and regulatory information Formulation to automatically calculate allergens, ingredients and nutrient facts, costs, labeling and... - Product specification generator to clients, R&D, and production - Project management to manage product development from initial ideas to market launch - Customer complaints

ExpressApproval seamlessly integrates SAP Workflow approvals directly into the hands of your managers, enabling them to process purchase orders, requisitions, sales orders, and service entry sheets via user-friendly HTML interfaces on any device in mere seconds. This efficient system empowers your team, making it ideal for managers who are frequently on the go while simplifying a previously fragmented purchasing approval process. With the ability to approve requests quickly from smartphones, tablets, or web browsers, this software-as-a-service solution is securely managed in the cloud, leaving your training budget untouched. Each application is designed to be straightforward and intuitive, minimizing reliance on IT support. The integration with your existing SAP system is effortless, allowing for one-click approvals, making the entire process remarkably simple. Not only is it quick and affordable, but ExpressRelease also expertly manages your entire blocked invoice approval workflow with an innovative user interface, ensuring that essential functions are readily accessible on mobile devices and browsers alike. This means that no matter where your team is, they can stay productive and responsive.

Verj.io provides a powerful cloud and rapid application development platform. Verj.io Studio employs Bootstrap and progressive Web App technology to provide a seamless, native UI experience for desktops, mobiles, and tablets. Developers can quickly and easily connect apps using enterprise workflow, Rest APIs, and database integration. Verj.io Cloud, which is AWS-based, allows for 1-click deployment and automatic scaling of performance. The Verj.io Portal allows users monitor, configure, and manage their applications. The Gateway allows for hybrid operating environments, where apps can be deployed to the Cloud and on-premises without losing data access or security control.

Regardless of the industry you operate in or the scale of your business, the challenge of managing paper persists. With more than 17 years of experience in the document imaging and management sector, we recognize the issues you face and offer tailored solutions to address them. Our product, ID:webArchive, transforms your documents into valuable assets; simply scan, store, retrieve, and utilize them as needed. It seamlessly integrates with your existing data systems, enhancing your current workflows and methodologies. The user-friendly interface is optimized for mobile usage, web portals, and kiosk functionalities, ensuring ease of access. In addition, it provides a comprehensive log of document modifications for effective tracking. You can manually direct documents or set up customized automatic and conditional routing rules tailored to your requirements. Furthermore, our system enables automatic text capture, making your documents immediately searchable for enhanced efficiency. This innovative approach not only streamlines your document management but also reduces dependency on physical paperwork, empowering your organization to operate more efficiently.

In every organization, numerous business processes must be diligently managed to maintain optimal operations. When production, efficiency, effectiveness, safety, and quality function in isolation, achieving peak performance across the board becomes nearly impossible without a coordinated approach to the entire system. Unfortunately, integrating these distinct objectives poses significant challenges. Companies often find themselves both benefiting from and struggling against the flow of interconnected, cross-platform information. Without an effective and holistic software solution to bridge these separate processes, critical information may easily be overlooked, leading to operational delays. Qualitech’s BPI System offers an intuitive and all-encompassing Business Process Improvement (BPI) software solution that can seamlessly automate a wide range of business processes through a user-friendly, yet powerful web-based workflow platform. This innovative tool not only enhances efficiency but also promotes collaboration across various departments, ensuring that organizations can thrive in a competitive landscape.

Develop seamless, cohesive, and adaptable workflows that are tailored for digital environments. Elevate customer satisfaction by swiftly providing solutions that align with their specific needs through rapid prototyping and low-code methodologies. Involve end-users with an all-encompassing, customizable, and mobile-friendly workflow portal. Regardless of whether you are developing a mobile application, web platform, or microservices, WorkflowGen’s GraphQL API, webhooks, and Node.js integrations offer extensive customization and data manipulation options, along with robust Azure integration capabilities. By utilizing Microsoft Graph and Google APIs, WorkflowGen can interact dynamically with the collaborative tools of Office 365 and G Suite, all while being optimized for cloud deployment on Azure. Quickly improve your software or application offerings with a high-performance, proven process automation component that stands out in the market. Boost your team’s productivity by utilizing a low-code, highly adjustable workflow engine and form designer, ensuring that your projects remain efficient and effective. Ultimately, this approach allows for greater innovation and responsiveness to market demands.

Synergize workflow management tools automate the sharing and access of your documents. Our solution streamlines your workflow by regulating the processing of documents. Every business has a variety of processes, ranging from simple to complex. Our solution automates actions and decisions based on the business rules you define, saving time and increasing productivity. Productivity is killed by searching for files that are no longer in use, waiting for approvals or reprocessing because of errors or omissions. Automated workflows can help you avoid making repeated phone calls, emails, or searching through piles to find out the status of an activity or initiative. Workflow automation can help you increase the speed and efficiency of your processes, while ensuring consistency.

Enhance and simplify the process of creating, configuring, and managing technical illustrations to accelerate the product lifecycle with a robust, adaptable, and scalable set of tools. The IgniteTech Auto-Trol technical configuration tool serves as an on-premise solution featuring two key components: Konfig and Technical Illustrator. Konfig acts as a unified configuration management tool that combines electronic document/data management (EDM), product data/lifecycle management (PLM), and workflow (WF) functionalities into one cohesive solution. On the other hand, Technical Illustrator is a CAD software designed to generate and oversee technical illustrations efficiently. This system allows for effective document storage, version control management, and workflow automation. By delivering precise technical illustrations, this tool is essential for product assembly, operation, service, sales, support, and training materials, which are crucial for your company to maintain a competitive edge in the market. With these advancements, organizations can significantly improve their efficiency and accuracy in technical documentation processes.

Every industry, organization, individual, and system operates with specific objectives they aim to achieve or sustain. Whitestein's outcome-oriented process solutions are crafted to align with real-world goals, incorporating intelligence, efficiency, and transparency. In the realms of banking and asset management, firms face critical business objectives that need to be met at both the micro and macro levels. The LSPS Financial Services Case Management Framework offers tailored solutions that focus specifically on reaching these desired outcomes. Whether addressing the entire client lifecycle or targeting a particular aspect, LSPS' innovative software is model-driven, ensuring that every process is directed towards achieving the defined business goals while remaining adaptable to unforeseen challenges. This adaptability is crucial in an ever-evolving business landscape, making LSPS a valuable partner for organizations striving for success.

Ignite your Start-up! Transform your business into a more streamlined, profitable, and appealing entity for investors. Elevate your company's worth. By implementing Process Automation, you can ensure a smooth and cost-effective transition to new ownership and their team. Facing challenges of scaling? Automating your procedures lays the groundwork for growth that is manageable, controlled, and sustainable. Are you frequently pondering over your business, its operations, and financial matters? Seize command and access the insights you need with ease. Ensure a fluid transition of your organization’s operations and culture, benefiting from the clarity and consistency that effective process management brings. The HighOrbit solution shines because it eliminates the need for technical skills to establish and oversee automated processes—no coding is necessary. Taking charge of your business has never been more straightforward. Enhance communication, find solutions to those lingering questions, and boost productivity, profitability, and customer satisfaction. Embrace the change and watch your business thrive.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

WEBCON BPS serves as a powerful Low-Code Application Platform (LCAP) designed specifically for the automation of digital processes within enterprises. This platform enables the development of applications tailored to various business requirements, facilitating the digitalization and automation of business processes while promoting standardization and best practices across multiple departments and regions. By leveraging WEBCON BPS, organizations can effectively embrace digital transformation. The WEBCON Designer Desk simplifies the process of gathering requirements for workflows and process applications, allowing users to create models that replace traditional Word and Visio documents. With the innovative InstantChange™ technology, users can freely express their creativity and transform ideas into sophisticated BPM applications through a user-friendly drag-and-drop interface, saving their work with ease and captivating end-users in the process. WEBCON BPS empowers IT departments to become key players in delivering a vast array of business applications and automating digital processes, while also granting top management the agility to implement decisions swiftly. Additionally, business users gain access to a unified digital workspace that enhances collaboration and efficiency. This holistic approach ensures that all facets of the organization can work in harmony towards a common goal of digital excellence.

Metabiz is a multi-platform business management software that can handle both Workflow Management and Customer Relationship Management. It is Claris FileMaker-based software that was originally developed in FileMaker 12. It has been upgraded several times and currently works with Claris FileMaker 19. We offer customization to meet the specific needs of each client.

Streamlining data is a goal that many organizations strive for in their quest to minimize errors and enhance productivity. However, small businesses often find themselves relying on a mishmash of paperwork, spreadsheets, and disparate systems that have developed over time to meet their operational requirements. The use of these disconnected systems can hinder organizations by creating a lack of transparency, increasing complexity, and fostering a reliance on specific individuals who are the only ones familiar with how these systems operate. To address these challenges, WIP Software offers a team of skilled developers who can create a customized cloud-based workflow solution tailored to your distinct business requirements. This bespoke solution can function independently or be seamlessly integrated with WIP Accounting, providing a comprehensive platform that captures all necessary data for managing your business efficiently, thus eliminating the need for duplicate data entry into your accounting system. Ultimately, this innovation can lead to a more cohesive and effective operational framework for small enterprises.