SES Workflow ManagementSLAM Energy Software
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WorkflowFirstRiaForm Technology
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Related Products
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About
Define your own method for progression from one stage to the next in a workflow - everybody must approve a request, more than half need approve (majority rules), or anybody can approve There are also multiple ways to automate the workflow process in SES’s software. Requests can be automatically assigned based on the request fields selected by your users and staff. Quick Assign Rules will auto-select workflow and choose assignees for routine requests and staff assignments. Automatic email rules let you decide who is notified about an issues and when. Maybe the department head needs to only know when a new issue is open and then at final approval, but the Project Manager needs to be alerted every step of the way. Set up rules such as this with a few clicks of the mouse. Once an email notification is received, based on the recipients permission level, they can access that record right from a link in their email and work on it from there.
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About
A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a solution to manage and improve their operations
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Audience
Companies searching for a solution to create forms and approval workflow to get organized
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$700.00/one-time
Free Version
Free Trial
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Pricing
$99 one-time payment
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSLAM Energy Software
Founded: 2012
United States
www.slam-energy-software.com
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Company InformationRiaForm Technology
Founded: 2004
United States
workflowfirst.com
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Categories |
Categories |
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Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Integrations
No info available.
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Integrations
No info available.
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