Alternatives to Si-Fi
Compare Si-Fi alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Si-Fi in 2026. Compare features, ratings, user reviews, pricing, and more from Si-Fi competitors and alternatives in order to make an informed decision for your business.
-
1
SaaSify
SaaSify
SaaSify is an agentic Cloud GTM platform for ISVs and software companies selling through AWS, Azure, and GCP marketplaces. It automates the entire marketplace motion: listings, private offers, co-sell, funding requests, and revenue reconciliation. While hyperscaler experts guide your team through FTR approvals, partner benefits, and certifications, AI agents draft and file listings in about 90 minutes, send private offers directly from your CRM, find and file co-sell opportunities to partner portals, and automate funding request tracking so committed cloud funds do not go unclaimed. SaaSify also gives real-time visibility into revenue, subscriptions, and margin across all three clouds. Over 500 ISVs use SaaSify to manage more than $5B in marketplace revenue, with listings live in as little as 14 days. Rated 4.9 out of 5 on G2 -
2
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
3
Decisimo
Decisimo
Decisimo is a powerful decision/rule engine platform designed to streamline your business decision-making process. It enables you to effortlessly create and update rule sets and decision tables, tailoring them to your specific needs. The platform offers a drag-and-drop builder for designing decision flows, which can include components like models, rule sets, and data sources. Decisimo also allows you to deploy decision flows to regional endpoints for faster responses and compliance with data protection regulations. You can enhance your decision flows by incorporating AI and machine learning models or connecting to external data sources through REST APIs. Decisimo is suitable for batch processing tasks such as client segmentation and prescoring, and supports data retrieval from FTP, Google Cloud Storage, or S3 buckets. The platform also provides robust unit testing capabilities to ensure accurate and reliable decision-making. -
4
SaaSify POS
SAYGE
SaaSify POS excels in processing sales transactions seamlessly. Real-time tracking of inventory levels. Comprehensive reporting capabilities, providing insights into sales trends, inventory status. It allows for scanning items, applying discounts, calculating taxes, and processing various payment methods including cash, credit/debit cards, and digital wallets. Seamlessly integrates with e-commerce platforms. With its subscription model, SaaSify POS minimizes the need for substantial upfront investments. **Core Functionality of SaaSify POS** - Sales Transaction Processing - Inventory Management - Customer Management - Employee Management - Reporting and Analytics **Advanced Features of SaaSify POS** - E-commerce Integration - Loyalty Programs and Gift Cards - Mobile Compatibility - Contactless Payments - Multi-store Management **Advantages of SaaSify POS** - Cost-Effectiveness - Scalability - Remote Accessibility - Automatic Updates - Data Security and BackupStarting Price: $0 -
5
SiFi
SiFi
SiFi is an all-in-one expense management and spend control platform designed to give organizations complete visibility and control over company spending through automation and real-time tracking. It enables businesses to issue corporate cards to employees for work-related expenses, with every transaction tracked instantly on the platform to provide transparency and financial oversight. It allows finance teams to set individual or team budgets, monitor spending against those limits in real time, and receive alerts when budgets are nearing their thresholds, helping prevent overspending and improve planning. It centralizes financial operations by combining expense tracking, reimbursements, automated approval workflows, and accounting processes into a single interface, reducing manual work and minimizing errors. SiFi also provides detailed analytics and reporting, allowing organizations to analyze expenses by category, department, employee, or time period to identify trends.Starting Price: $199 per month -
6
Titan Forms
Titan
Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.Starting Price: $250 per month -
7
CheckFlow
CheckFlow
CheckFlow is a SaaS application that businesses use to create and manage their processes using powerful checklists. Processes are created using a no code drag and drop designer. There is a wide range of clever controls designed to meet every need. It is easy to set up advanced workflows with features such as dynamic due dates, automated task assignments, halt tasks, conditional logic and checklist parameters. Collaboration is made easy with task comments, assignments and an in-built email notification system. All updates are synchronized across your team instantly ensuring an accurate view at all times.Starting Price: $10/month/user -
8
CubeDrive
CubeDrive
CubeDrive allows business to create enterprise platform in their way, automates the business process with flow, analyze data and share results. It empowers everyone to stay connected with their platform safely. Handle your business with your logic has never been so easy and efficient. Create an application, drag and drop to add the fields, define custom data workflow, share to the organization, and the application is ready to be used. The data is collected in your way and transferred in your logic without code. CubeDrive helps business to put all related resources together in one place. Customers can link applications, add tasks, prepare plans, set background color, and even add formula to show dynamic information in the custom kanban. Business users can configure their project data in a perfect view with drag and drop method.Starting Price: $7.50 per user per month -
9
Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one. -
10
Jitterbit
Jitterbit
Jitterbit Harmony is an AI-infused integration and automation platform designed to unify business systems across cloud, SaaS, and on-premise environments. It provides end-to-end workflow automation through products including iPaaS, API Manager, App Builder, and EDI. With a layered AI architecture, Harmony embeds accountable AI agents and assistants directly into integration processes. Drag-and-drop connectors enable rapid deployment and seamless connectivity with thousands of applications such as Salesforce, SAP, Workday, and NetSuite. The platform supports industries ranging from healthcare and manufacturing to retail and logistics. Jitterbit has earned repeated #1 rankings in G2’s Enterprise iPaaS Implementation Index, highlighting customer satisfaction and speed to value. Designed for secure, scalable transformation, Harmony powers integration, automation, and application development within a single unified system. -
11
Datapolis Process System
Datapolis
There are two visual designers included in our software. Our graphic designers and UI specialists have made every effort to make the workflow creation not only easy and intuitive, but also aesthetically pleasant. The main designer is used to define the business logic of the process (process phases, phase transitions, roles involved in the process, etc.). It is separated from the designer for automated activities (such as emailing, creating items in lists or mathematical calculations, etc.). This separation allows for greater readability of the business logic. The third complementary part of the Datapolis Workflow Designer is the form wizard. Extremely easy to use, it allows you to create plain or very complex forms by simply dragging the form fields, defining their parameters, and relationships between them. Datapolis Workflow Designer allows you to create any number of roles involved in the process. Participants in roles can be SharePoint users or SharePoint groups. -
12
Somnetics ABLE
Somnetics
A business is fighting a different battle every day. However, the hurdles become easier to conquer when you have an efficient team to share the load within the organization. When a talented team, with clear objectives, work towards a shared goal, success is bound to come. And just how can you make things simpler for your team? By giving them a platform that brings their work together, helps simplify it, and manage projects together as a team. Yes, you give them a platform to Effectively Collaborate and Automate any repetitive tasks, intelligently! Increase process transparency with easy-to-use dashboards and reports, achieve acceleration in review processes with intelligent automation and ensure smooth process flow with prompt notifications and automated escalations. Easy drag-and-drop form and flow designer to create and manage processes, without coding. Let NLP-capable AI workers take care of the repetitive tasks so that your team can focus where it matters the most! -
13
DocVaz
Cloudvaz
Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.Starting Price: $8 per month -
14
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
15
Decisions
Decisions
Decisions Platform is a no-code business automation solution that focuses on data handling, process automation, and business rule execution. Complete with a rule engine, workflow engine, form designer, report and/or dashboard builder, open API and SDK, the Decisions Platform offers a comprehensive business process management solution for large enterprises and software company partners. Built and tested using visual, drag and drop no-code design technologies, Decisions helps organizations manage and automate a number of business processes in a seamless and efficient way.Starting Price: $4839.00/month -
16
happierFlow
happierWork
The Best WorkFlow Management Software. Automate your core business now. Design simple and complex workflows just as they appear in your mind at ease with happierFlow (Workflow Management System). Get workflow designed for processes as simple as business card requests to get multiple-level procurement processes. Set conditions, triggers, deadlines & including multi-level approval processes to create complex workflows within happierFlow. Our intuitive drag and drop process builder allows hassle-free designing of your custom workflows. Choose from an array of templates, conditions, and triggers and create your process workflow seamlessly. Leave all technical complexities on us and enjoy user-friendly, actionable simple to complex workflows. Stay on top of your work with automated process workflows that ensures zero time wastage with ROI-driven efficiency. Schedule all tasks with reminders so that nothing gets missed in the course of day, thus saving time. -
17
Titan Portals
Titan
Titan Web is a no-code portal and web application builder for Salesforce that helps organizations create branded customer, employee, partner, vendor, and volunteer experiences around any business process. Users can design websites, portals, complex forms, surveys, and workflows, then push and pull Salesforce data in real time without syncing delays, CSV files, scripts, or middleware. AI Studio can turn a prompt into a Salesforce-synced portal that takes shape in real time, while drag-and-drop customization gives teams control over layouts, content, logic, visibility, and branding. SmartV adds authentication and data access through OTP, two-factor authentication, page-level locks, integration-user checks, SAML2, Salesforce identity providers, and configurable public or private pages. Teams can define permissions for different user types, build approval flows, support non-Salesforce users through SSO portals, upload files and related records, and manage everything directly in Salesforce.Starting Price: $250 per month -
18
Avonni Creator
Avonni Labs
Design, prototype and collaborate to bring your ideas to life. Transform the way you create Salesforce prototypes down to the smallest detail. Customize layouts for both Salesforce desktop and mobile interface. Get a preview of your prototypes, test and validate everything. Set the resizing rules to easily scale things up and down for different screen resolutions and adapt them for desktop and mobile. Layouts will resize with their text and elements inside to fit a wide array of modern devices. Easily modify a component's UI for different screen sizes by creating custom classes. Wouldn’t it be great if you could import existing objects, fields and layouts from your Salesforce into Avonni? That's easy with just a few clicks. No need to recreate everything from scratch. Use 400+ pre-built templates specifically tailored for Salesforce Lightning. Charts, related lists, modal boxes, cards, just to name a few. Quickly customize them with our easy-to-use drag and drop tool.Starting Price: $ 90per month -
19
Astonous Ship
Astonous Ship
Astonous Ship is a 100% Salesforce Native Multi-Carrier Shipping App. Our app seamlessly integrates FedEx, UPS, and USPS with Salesforce, allowing you to easily manage your shipments within your CRM. Instantly calculate shipping rates from any object in Salesforce and generate shipping and return labels with ease. Our workflow and process builder integration helps streamline your shipping process, and you can even create shipments from any object to auto-fill shipping information and save time. With our shipment status tracking feature, you can easily track your shipments and view detailed tracking information without leaving Salesforce. All shipment data stays in Salesforce, so you can keep your records up-to-date and easily accessible. Get real-time notifications with email notifications and chatter posts.Starting Price: $200/company/month -
20
FlowRunner
FlowRunner
FlowRunner runs your Salesforce Screen Flows inside Outlook and Gmail. When users open an email, the right records surface automatically matched by rules you configure. Flows launch with email context pre-filled, so no copy-paste and no switching tabs. Your team follows your processes without leaving their inbox. Key Features - Screen Flows in the inbox: Run any Screen Flow directly from Outlook or Gmail, with sender, subject, and email content pre-filled as Flow inputs. - Smart record lookup: The right Salesforce records appear the moment an email is opened, matched by rules you customize per team or user. - Admin control: Decide which users see which Flows. - No new automation tool: FlowRunner runs the Flows you already built. If you can build a Screen Flow, you already know how to use FlowRunner. - Works with your existing setup: Standard and custom objects, your validation rules, your business logic are all unchanged.Starting Price: 14 day free trial, $20/month -
21
Ultimate Forms
Infowise Solutions
Ultimate Forms is a platform that enables everyone to easily create and maintain business solutions without a single line of code. POWERFUL FORMS You only need your browser to develop modern business solutions Avoid using Power Apps for your forms Modern mobile-ready forms with optional external access Dynamic, flexible form structure Column permissions and custom validation rules Repeating sections, relationships and drilldowns ADVANCED BUSINESS LOGIC Control the flow of information and enforce your business rules Replace complex workflows with simple Actions Easily implement sophisticated business processes Integrate data in a variety of business applications Advanced list search capabilities, with saved presets Combine data from multiple sources in one view REPORTING AND VISUALIZATION Increase communication, visibility and analytics, simplifying decision making Create advanced alerts using your own email templatesStarting Price: $1 user/month -
22
BPMapp by 500apps
500apps
All the tools you need to optimize processes and keep a pulse of all tasks going into business processes to make your business run more smoothly. What is BPMApp? BPMApp is a business process management software that helps businesses enhance the performance of their processes. BPM Dashboard Software- For Increased Productivity Business process automation software that features a visual dashboard so you can see all of your data in one place and make informed decisions. Job Management- For Work Streamlining All the business process mapping tools you need to create and manage jobs and all tasks and workflows associated with them for more efficiency at work. Automated Workflows- To Get Tasks Done In Less Time Creating automated flows is quick and easy with BPMApp’s advanced flow automation capabilities with numerous nodes to choose from and a drag-and-drop designer. Customize Forms-For Intelligent Data CollectionStarting Price: $14.99 -
23
Activation Studio
Activation Studio
Activation Studio is a no-code (drag-and-drop) solution that enhances workflow productivity and campaign efficiency within the Salesforce Marketing Cloud. Our solution delivers turnkey Customer Data Platform (CDP) capabilities to your SFMC environment, with audience segmentation, website user intent tracking, and lead scoring. Access all data via data designer and data extension integration. User-friendly workflow and drag-and-drop interface. Save time and launch journeys in half the time. Add scoring rules, web tracking, and more to SFMC. No-code add-on for Salesforce Marketing Cloud. Unlock the power of Salesforce Marketing Cloud with our no-code (no-SQL) drag-and-drop audience building, lead scoring, and web tracking solution inside of Marketing Cloud. Your data never leaves Marketing Cloud, and we can be installed in 20 minutes. -
24
FloWave
Par3 Software
Business processes are the life line and fundamentals of every organization. FloWave Digital Transformation Platform is a powerful all-in-one platform that enables you to design, configure, authorize and optimize your business processes. Gain insigths real time and make informed decisions. While many businesses have successfully deployed various CRM and ERP software packages, some business stakeholders continue to perform certain business and work-flow processes manually due to the limitations of the deployed software packages. Now with FloWave “drag-n-drop”, even key stakeholders and non-technical users can design and implement business processes with ease. -
25
Questmate
Questmate
Questmate enables teams and individuals to get done more with less, all by the power of Quests 🚀Quests provide automation and rigor to manual processes 🤖👷 Reducing errors and risks and ultimately removing stress while getting things done 🥳 Scaling from small teams to teams of teams, Quests can power everything from onboarding experiences and operational checklists, to your deal closing procedures, product development processes and assembly line flows. Check out our Quest Library for even more ideas, it’s growing every day. Use-case example: Visitor Management: Welcome your visitors with a professional and intuitive sign-in system that you can setup in less than 5 mins in 3 easy steps: 1. 🗣️ Add your company name and choose where you want notifications to be sent. 2. 💄 Customize your sign-in flow with custom questions, and even links to external sources like an NDA agreement. 3. 🔗 Make your sign-in quest publicStarting Price: $25 per month per user (Team) -
26
SoftExpert BPM
SoftExpert
SoftExpert BPM is a process management software that improves visibility and control of business processes through a user-friendly, human-centric solution. The solution encourages continuous process improvement throughout the organization. It manages every stage of the organizational lifecycle, from modeling and optimization to automation, execution and monitoring. The solution provides a powerful modeling tool based on the BPMN (Business Process Model and Notation) standard. This tool allows you to use events, activities, tasks, decisions, streaks and other elements to quickly create executable, drag-and-drop processes in a 100% web environment. Users can quickly create processes and business rules, add functional roles, create user-friendly interfaces, customize forms, and manage all related content in an integrated way. -
27
Conga Orchestrate
Conga
Complexity doesn’t have to follow growth. With Conga Orchestrate, you can easily configure, automate, and manage a large number of workflow steps and processes, no matter how complex. Plus, you save time and eliminate costly errors caused by manual work. Salesforce process management is easy when you can create repeatable processes in Salesforce with no code. With Conga Orchestrate, even the most complex workflows with multiple steps are easy to build and automate. Manual processes are time-consuming, inconsistent, and error-prone. With automated processes from Conga Orchestrate, you can track even the most complex processes and gain deep insights that inform where improvement is needed. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Sometimes, you just need to see solutions in action. We have a demo for those occasions and we’d like to show it to you. -
28
Titan Sign
Titan
Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.Starting Price: $150 per month -
29
Booker25
Booker25
With Salesforce-native booking software tailored to your unique specifications to manage reservations of any type. Booker25 is a limitless booking system for all industries and businesses of any size. From managing educational courses to gym classes, vehicle bookings to salon appointments, Booker25 developers leverage the power of Salesforce to make any booking requirement a possibility. Booker25 works with any Salesforce object to create tailored booking experiences and makes booking, managing and paying for appointments easier. Manage bookings of any type and complexity in one easy-to-use platform within your Salesforce CRM Grow your business by performing seamless scheduling with a client-facing booking system. Appointment scheduling is fast and simple with drag and drop functionality that updates across multiple calendars. Being Salesforce-native, your agents don’t have to switch between screens to manage bookings, freeing up their time to schedule more appointments.Starting Price: €29 per month -
30
Sculptor CPQ
Twistellar
Sculptor CPQ is a Salesforce-native CPQ solution that helps sales teams to create quotes more quickly without leaving Salesforce. Principal benefits: • one-screen view; • options for dynamic product grouping, filtering, and searching; • double-click and drag & drop support; • visibility of the pricing/product rules applied to quotes; • interactive quotes (collaboration enabled); • notification system; • statistics and reporting. Businesses that use Sculptor CPQ have seen a 30% reduction in their sales cycle.Starting Price: Free -
31
RunMyProcess
Akorbi Digital
Businesses around the globe are entrusting RunMyProcess’ low-code platform to transform their digital landscape. When you use the RunMyProcess platform, you can connect systems that previously were never able to speak to one another and completely automate your business processes. When using applications developed by RunMyProcess, employees can save time by no longer having to transfer data from one system to another or having to do repetitive tasks manually. This newfound time enables employees to focus on other initiatives, thus improving efficiency and productivity. Entirely low-code development and easy to learn, drag-and-drop design. With secure data centers and the widespread use of encryption in RunMyProcess, you can rest easy in knowing your data is safe from external threats. -
32
IBM Process Mining enables organizations to identify the business processes that may benefit most from automation by using business system data to create and visualize an end-to-end process to uncover derivations, bottlenecks, and inefficiencies that are hidden in business processes. IBM Process Mining provides users an objective view to analyze business processes, identify areas to focus automation initiatives and create what-if scenarios on prioritizing automation projects. As a foundational capability of IBM Cloud Paks for Automation, IBM Process Mining finds the best process candidates for automation, calculates expected ROI, and shows the impact of automation initiatives on the entire process before implementation. Apply data analysis patterns to discovered processes, visually verifying metrics like frequency, duration, cost, compliance and conformance with advanced data visualizations on custom drag-and-drop dashboards.
-
33
Message Blink
Sastorm Software LLC
Message Blink is a robust SMS and WhatsApp messaging application built natively on Salesforce, designed to streamline and enhance customer communication within the CRM environment. It allows users to send one-to-one or bulk text messages and WhatsApp messages to leads, contacts, and custom objects, directly from Salesforce without needing to leave the platform. The app integrates seamlessly with Salesforce Lightning and Classic, enabling real-time, automated, and scheduled messaging through flows, process builders, and workflow rules. With Message Blink, marketing, sales, and support teams can improve engagement, reduce manual follow-ups, and deliver personalized communication at scale. Core functionalities include: Bulk Messaging: Send SMS or WhatsApp messages to thousands of Salesforce records simultaneously using standard or custom object lists. Automated Workflows: Trigger SMS/WhatsApp messages automatically based on user-defined events (e.g., lead creation, opportunity -
34
Forms Made Easy
Forms Made Easy
Forms Made Easy is a simple, no-code form builder made for Salesforce users. With its drag-and-drop interface, anyone can create surveys, feedback forms, client intake forms, and more, quickly and easily, with no technical skills needed. You can pre-fill Salesforce data in your forms, style them to match your business needs, add rules to make forms dynamic, and preview them before publishing. Once ready, share your forms by embedding on websites, copying the URL, sending via email, or using a QR code. All responses can be sent back to Salesforce automatically, helping teams capture data instantly and update records without extra work. Forms Made Easy makes collecting and managing information fast, professional, and fully integrated.Starting Price: $0 -
35
Cora SeQuence
Genpact
Orchestrate a more effective flow of work with Cora SeQuence. Generate growth, improve cost efficiency, and drive business agility. Our HotChange® technology lets end users see how they're employing resources and processing performance. Make real-time changes to get the most from business-critical processes. Design advanced customer workflows with an intuitive interface. Reduce pain points and transform the customer experience with our SeQuence CRM edition that has solutions for a wide range of industries. Model, configure, run, monitor, and transform end-to-end business processes with our simple drag-and-drop functionality. Predictive analytics and connectors for robotic automation, artificial intelligence, and the internet of things help digitize any business process. -
36
Omnidek
Omnidek
Create dynamic web and mobile forms to collect data for whatever process you need. Seamless workflows for every business process ensuring accountability for each step in moving work forward. Monitor your business activity, see exactly what you need to know in real-time and spawn tasks from the data collected. Omnidek’s Zero Code form builder allows your existing team members to create web and mobile forms for gathering valuable business data. Simply drag and drop form elements, connect to spreadsheets or data sources, and deploy to the Omnidek intranet portal. Our enthusiastic Omnidek Customer Success team is equipped with business analysts, data analytics consultants, and developers committed to creating a winning implementation of Omnidek. Who has the time? We do! We offer express implementations and concierge services where our team works ongoing as an integrated part of your team, participating in process meetings and quickly creating approval processes for deployment.Starting Price: $25 per user per month -
37
Prestavi
Prestavi
Prestavi makes it easy for customers, vendors and employees to follow business processes in a step by step format. Create custom workflows with a simple yet powerful drag and drop editor. Add as much complexity as you need without becoming complicated. Features include powerful user assignments, the ability to provide public access to specific steps in the workflow, flexible conditional routing, join multiple workflows together. You can even create your own API with External Endpoints to get or send data to your own servers and then use the captured data as routing conditions or displayed as content in a step. Experience the joy of great software. Prestavi helps you guarantee that customers, vendors, employees, contracts, and/or suppliers always goes through the intended processes.Starting Price: $20 per month -
38
Salesforce Data Loader
Salesforce
Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files. User interface—When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce. Drag-and-drop field mapping. Support for all objects, including custom objects. -
39
Campfire
Campfire
Campfire is a Salesforce-native requirements management and IT project oversight solution built to help teams discover, collaborate, and deliver implementations with ease. It streamlines project workflows from Discovery to Post-Go Live support, giving every department one place to collaborate, track decisions, assign action items, and stay aligned through Chatter posts, direct mentions, due dates, and priorities. As a native Salesforce app, Campfire brings security, scalability, uptime, access from anywhere, automation, and integration capabilities through the Salesforce ecosystem and AppExchange marketplace. It provides real-time visibility into project progress, phases, risks, milestones, key performance indicators, and metrics through intuitive dashboards, helping teams stay informed and make data-driven decisions for successful delivery. Implementation leads can map business processes and process steps directly inside Campfire. -
40
Report Sender
CloudAnswers
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).Starting Price: $100 per month -
41
Flowmingo
Wayout Solutions
Despite advances in technology most small and medium-sized businesses still use paper checklists, email chains or spreadsheets to track their business processes. Because until now Business Process Management Systems - BPM and Business Workflow Software solutions were overly complex and expensive! Flowmingo changes that. We offer a simple web-based Business Process Management Software system that anybody can use. Flowmingo is ideal for describing and collaborating on repetitive business processes. Quickly create and improve your Business Processes in our intuitive drag and drop web-based workflow designer. Right from your browser. Easily monitor your business processes and tasks using an easy-to-understand and intuitive interface. Powerful dashboards help keep your user's workflows and tasks centralized. Users are able to view all their tasks, workflows and recent activity all from one, intuitive screen.Starting Price: $49.00/month -
42
DataTools
DataTools Pro
DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management. -
43
Develop cloud-native applications that automate business decisions and processes. Red Hat® Process Automation Manager is a platform for developing containerized microservices and applications that automate business decisions and processes. Process Automation Manager includes business process management (BPM), business rules management (BRM), and business resource optimization and complex event processing (CEP) technologies. It also includes a user experience platform to create engaging user interfaces for process and decision services with minimal coding. Everything business users need to model flows and policies: Business Process Model and Notation (BPMN) models, Decision Model and Notation (DMN) models and domain-specific rule languages. Build in the cloud, for the cloud. Deploy completed models as containerized microservices on Red Hat OpenShift. Utilize the full capabilities of Drools, a powerful and widely used open source rules engine.
-
44
Flow
Flow
Take the pain & wasted time out of running your business. Let Flow simplify and automate your growing business. Don’t fall behind your competitors due to operational inefficiencies. Continue to waste time & money on inefficient operations. Lose your passion and creativity with operational headaches. See delays in getting team members working. Business development will stall. Your team will be frustrated with paperwork & multiple software. Service quality will continue to fluctuate. Stop being stressed & overwhelmed, ask for help. Get Flow to simplify, automate, and streamline your business workflows and tasks. Be the super efficient manager & owner in days, not years. It’s about automating your processes, not manually multi-tasking! Your business is unique, and so should be your onboarding, credentialing, & other workflows. Easily create a workflow that works for you with drag & drop features. Assign it based on position, location, employment status, and more.Starting Price: $3.99 per month -
45
Workflow Engine
Workflow Engine
Workflow Engine is the perfect solution if you are dealing with business entities life cycle management in a project. Using embedded drag&drop designer you can create processes in your system and manage your workflows via a simple API. The basic set of elements allows business users to modify workflow schemes themselves. You can integrate Workflow Engine as an embedded component or via REST API. Common business processes that require someone to sign off on the data at a certain stage. An approval workflow is a logical sequence of tasks, including human approvals and rejections, to process data. Requiring managers to sign off can require an endless series of emails or messages to verify the status of various processes. Automating the workflow will save time and money. Workflow Engine supports SQL and NoSQL databases. You can also choose providers for MS SQL Server, SQL Azure, PostgreSQL, Oracle, MySQL, MongoDB, CosmosDB and Redis.Starting Price: $5.00/one-time -
46
CumulusPro
CumulusPro
Create business apps on Straatos BPM Platform that your business needs. From enterprise-level process automation workflow, like Procure-to-Pay (P2P) workflows to a simple mobile app that captures, processes and uploads business documents to any back-end system. Transform traditional working methodologies and habits into modern digital workflows, so employees and customers can access information from anywhere, and collaborate anytime. Combining modern web technology with an easy-to-use graphical drag-and-drop interface. The Process Designer empowers both technical and business users to design business processes collaboratively. It's so simple to use that business users can make necessary changes to the processes to suit the business requirements. Straatos BPM Platform enables collaboration between customers, employees, business owners, and developers to rapidly develop and deploy business apps. -
47
altaFlow
airSlate
altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.Starting Price: $399/month -
48
Enterprise Explorer
CaseAgile
Gain instant access to all business processes running in your company through a single convenient control center. Enterprise Explorer instantly reveals all corporate business objects and metadata behind your regular office files. Wide collection of professional process templates covering all areas of modern business modeling. Select from a palette of over 40 diagram types. Reveal enterprise methodology hidden in your Visio diagrams through fully automatic instant process discovery. Leverage essential knowledge in your existing Visio models and bring it to an entirely new level of true compliance. Visio contains a built-in editor of the modeling methodology. It allows for easy branding of corporate modeling standards with visual method editor, quick development of your individual process types through process designer. Quickly convert your idle or scattered Visio diagrams into a valuable asset of your process awareness on SharePoint cloud process repository. -
49
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
50
CPQLite
Solunus Technologies
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.Starting Price: $25 USD/user/month
