Best Workflow Management Software with a Free Trial of 2025 - Page 6

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

CData Arc, a leading B2B software and data connectivity solution, is used for secure managed file transfer (MFT), EDD processing and back-office integration. It connects enterprise applications such as CRMs, ERPs and RDBMS to automate complex processes. The application supports file transfer via a wide range of B2B messaging protocols, including AS2, AS4, OFTP and SFTP. Arc also supports interactive EDI mapping, translation and support for all major EDI protocols and standards such as X12 or EDIFACT. The codeless visual interface allows users to create complex workflows by using drag-and-drop workflow management. Drag-and-drop can also be used to transform data, allowing users to map data between formats such as JSON, XML and CSV. Get a 30-day free trial or more information on our website

Cairnstack Software offers cloud-based inventory tracking systems that can be used to track products, people, and processes for small businesses as well as enterprise-level organizations. We offer support for PTIPrint, TRXio and MorTrack, as well as PTIPrint and TRXio software products. TRXio tracks the movement of products through the supply chain. PTIPrint offers food labeling that is compliant with the USDA & FDA Produce Traceability Initiative. MorTrack allows for identification tagging and tracking human remains.

Affordable Document Management A digital office will eliminate paper and automate processes. SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files. Employees can access documents via their smartphone, tablet, or PC. Machine Learning SearchExpress can replace manual data entry with Artificial Intelligence. SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed. Manage Documents SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time. The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data. Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone. Available in cloud and on-premises versions.

Ragic is a database design tool. It looks just like other spreadsheets, but it's much more powerful. Ragic allows you to create and customize your database without having to use any codes. This allows you to control how your data is processed, how your sheets look, the relationships between your data, and the access rights of each user.

Jim2 Business Engine empowers businesses to be the best they can possibly be, by arming teams with leading integrated ERP software so that businesses can reach that next level of growth. Ideal for mid-sized businesses in wholesale/distribution, manufacturing, sales and service industries to consolidate their systems into one powerhouse solution. Jim2 masters your inventory, lead management, job management, purchasing, accounting, and financial reporting to make sure nothing slips through the cracks.

Joget offers an open-source, AI-powered platform that converges no-code/low-code development with AI to rapidly build and customize enterprise applications at scale. By combining AI with visual app builders—not raw code—Joget makes app generation faster, safer, and more accessible. Our Generative AI and Agentic AI capabilities, Joget Intelligence, enable organizations to automate and enhance processes while maintaining oversight and compliance. Unlike typical AI code generation, Joget's visual-first approach ensures applications are maintainable and governed within collaborative human workflows. As an Application and Integration Fabric, Joget connects legacy and modern systems seamlessly. Its extensible, open-source core and plugin architecture offer unmatched flexibility, and its White Label solution allows OEMs and digital solution providers to fully rebrand the platform. Trusted by global enterprises and government agencies across the globe.

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

Assisting others can be incredibly fulfilling, especially considering that there are five million businesses in the U.S. struggling to meet their automation objectives, making this the perfect opportunity to acquire skills in business automation. Selected participants will benefit from two weeks of compensated training, followed by a paid three-month project, along with the possibility of continued employment. Certain restrictions may apply, so be sure to inquire for further information. Additionally, this initiative not only supports personal growth but also contributes significantly to the efficiency of these companies.

The rev™, NPD Acceleration Solution was specifically designed for the stage-gate steps for NPD (Consumer Packaged Goods), NPI (Fast Moving Consumer Goods), and PLM (Public Sectors). NPD Acceleration Workflow combines Process St workflow tools with a cloud-based (SaaS), software. We also have our own templates for Item Maintenance and Price Maintenance. Workflow, NPD and NPI, PLM - Workflow Management, Business Process Improvement Product Launch, Product Development Product Marketing, New Product Development, Product Introduction

Revizto unifies BIM intelligence, making it instantly accessible and actionable for all project team members. Revizto's advanced Issue tracker predefined workflows allow project team members to identify and manage model-based issues within the 3D space as well as 2D sheets. This includes addressing clash groups. Revizto gives everyone unified access to project data for both 2D and 3-D workflows. This allows anyone to use it according to their project requirements.

Empower your teams and users to streamline repetitive tasks in a manner that suits them best. With Relay's user-friendly, code-free design, anyone can easily set up workflows in a matter of minutes. This efficiency allows IT departments to dedicate their efforts to more critical priorities. Featuring a versatile interface and an array of robust functions, you can automate both simple tasks and complex processes seamlessly. The outcome is enhanced workflows, exemplified by efficient content reviews, consistent employee onboarding, and expedited contract approvals. However, automation is only effective when there is transparency regarding the status of ongoing tasks. Relay provides visibility into each active workflow, complete with an exportable audit trail. By monitoring and refining business processes, tasks are completed even more swiftly, ensuring that everyone stays in sync. Additionally, since Relay benefits from our comprehensive content platform, you receive increased value for your investment. It effectively handles content review workflows, fosters agency collaboration, and manages product and press release distributions, ensuring that all aspects of your operations run smoothly. Moreover, with the ability to customize workflows, teams can adapt and evolve their processes as needed.

You can easily digitalize all your field inspections using Smartflow. Use the platform to digitalize inspections, operations, daily tasks, opera rounds, checklists, and other processes. With Smartflow you can create complex workflows using our drag & drop functionality. You get full control over the processes while you tailor them to meet the challenges & goals of your business objectives. You can easily add data from different sources or systems and use it when you create workflows. Smartflow provides you with instant analytics and data reports that you can share with all your customers.

IBM Blueworks Live is a cloud-based platform that transforms the way teams build and refine business processes. It offers a unique, collaborative environment that bridges the gap between process mapping and actionable insights. With an intuitive, web-based interface, IBM Blueworks Live empowers teams to document, analyze and streamline processes with unprecedented ease and efficiency, with no downloads necessary. It's designed for dynamic collaboration, enabling stakeholders to connect, share insights and drive improvements in real-time, from anywhere.

env0 is the best way to deploy and manage your IaC including Terraform, Terragrunt, CloudFormation, Kubernetes, and others. env0 enables users and teams to collaborate and manage self-service cloud deployments, and makes your DevOps, development, and SRE teams more efficient, effective, and impactful.

Levity is a no-code platform for creating custom AI models that take daily, repetitive tasks off your shoulders. Levity allows you to train AI models on documents, free text or images without writing any code. Build intelligent automations into existing workflows and connect them to the tools you already use. The platform is designed in a non-technical way, so everybody can start building within minutes and set up powerful automations without waiting for developer resources. If you struggle with daily tedious tasks that rule-based automation just can't handle, Levity is the quickest way to finally let machines handle them. Check out Levity's extensive library of templates for common use-cases such as sentiment analysis, customer support or document classification to get started within minutes. Add your custom data to further tailor the AI to your specific needs and only stay in the loop for difficult cases, so the AI can learn along the way.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

formsflow.ai is a Low Code Platform to build forms, approval workflows, and automations swiftly. It doesn’t matter how you like to build applications - no code, low-code or pro-code, formsflow.ai supports all of it, letting you switch between different development approaches. This makes formsflow.ai friendly to developers, business technologists and business users alike. You can build form and workflow apps with a combination of AI prompted development via Flow-E the AI assistant, drag and drop elements, and scripting. formsflow.ai features: - SaaS and On-premise options. - Product packages with progressive tiers. - Usage based pricing with no restrictions on user seat count - Multi tenancy - Form Bundling Under-the-hood: - Powerful workflow and decision engines to build nuances and scale into your workflows. - An integrations module that can help you connect natively to 1000s of Apps. - A secure best-in-class identity management system, bring in your own module if required.

Campus Cloud is a paperless environment that improves teacher productivity and administration. Campus Cloud is the first online education technology tool to offer advanced features that are accessible to all institutions, from kindergarten to university to medical schools. Campus Cloud offers a simple, intuitive interface that improves institutional workflow efficiency. It includes intuitive features like one-touch attendance, absentee/vacation automation, school digitization using machine-learning and OCR, and one-touch attendance. Our mission is to provide the students around the world better access to tools that are designed to accelerate their growth & enhance their development as smart learners & help Teachers as well as schools and universities who make use of a management system which is cumbersome and takes a lot of time. We are very much honored to offer our premium features of four months for free. We are thrilled to introduce the first of it`s kind, Low-touch SaaS platform for the education that improves the operations in Kindergarten, K-12, Medical Colleges, Universities, etc,. Now, it is possible to checkout our edtech software for your school without any interaction with us to start. Check out CampusCloud!

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

All teams can easily and quickly manage projects and collaborate with each other. Simple and easy to integrate essential work tools. Work together on a unique feed that organizes your work posts in a chronological order, similar to a social media feed. This makes it easy for everyone to browse through projects and tasks. You can forget about lost documents and the constant resending work. Attach important files and info to a post. Pin it so you can find it quickly. Engage with the team through comments and get their feedback. Schedule virtual or physical meetings with everyone. Add a location and video conference link using Zoom or Microsoft Teams integrations. You can even set up notifications to remind you of the event. Invite external teammates to collaborate on projects via email or link. This will make teamwork easy. Keep your work flowing whether you're on the web, desktop or mobile.

Clarifire is a cutting-edge, real-time reporting platform that can be tailored to meet specific business needs, facilitating the automation of various processes. As a Software-as-a-Service (SaaS) offering, it boasts a versatile interface that enhances operational efficiency and oversight by merging interactive workflows and addressing shortcomings of isolated applications or point solutions. With Clarifire, users are empowered to gather, categorize, and oversee information from all involved parties and systems seamlessly within a single, user-friendly platform. This integration promotes collaboration and streamlines decision-making across the organization.

Take control of your workload with ease You can organize your tasks into streamlined processes that are compatible with your work style. Automate your processes to do more in a shorter time. Integrate your apps to keep all your information in synch across your entire business. From: Losing sticky note, copying emails to everyone and spreadsheet to-do list, endless headaches. To: All your work organized in one place. This can talk to all your apps and even do some work for you.