Best Workflow Management Software with a Free Trial

Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Shift is a fully customizable browser where you can drag and drop apps, bars, and controls to create a central hub that adapts to however you work. Integrate 1,500+ apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. Shift is also proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features: - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on. - Shift AI: A built-in AI assistant to help you work smarter across every tab and app

ClickUp lets you design, automate, and optimize any workflow without code. Custom statuses define your exact process stages. Automations trigger actions based on status changes, due dates, assignments, or field updates. Dependencies and task relationships enforce correct sequencing. Templates standardize repeatable workflows. Board views visualize flow and identify bottlenecks. AI agents handle routine workflow steps autonomously. From simple approval chains to complex multi-team processes with conditional logic, ClickUp adapts to how your team actually works instead of forcing rigid structures.

Interfacing enables organizations to design and automate governed workflows for approvals, change requests, quality events, CAPA, audits, risk assessments, training, document lifecycle activities and other business processes. Workflows can include role-based assignments, routing rules, notifications, escalations, electronic signatures and audit trails. Because workflow management is integrated with the IMS repository, tasks remain connected to the processes, documents, risks, controls and business data they support.

MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities. MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail. Here's what we digitize and take away from the clipboard: - Safety Procedures - Environmental Checklists - Tooling & Gauge Reporting - Maintenance Procedures - Auditing/Inspection Workflows - Training Checklists We allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations.

Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement.

Planfix helps organize how work moves between employees, teams, and stages. Custom statuses and scripts make handoffs predictable: the right person can be assigned automatically, reminders can be sent on time, and task data can change as work progresses. Planner views let different teams see the same workflow from the perspective that matters to them – by stage, employee, priority, project, or another parameter. Because communication, files, history, and process data remain attached to the task, the next person receives not just an assignment but the context needed to continue the work.

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Retool is the AI-native enterprise app development platform where teams build and ship production-ready apps — at AI speed, with enterprise governance built in. Describe what you need and get a working app, import React-based apps from Lovable, Replit, or Claude Code, or connect your AI agent via MCP. However your team builds, every app lands in Retool with RBAC, SSO, audit logging, and your existing permissions already in place. Retool connects to databases, APIs, LLMs, and external tools out of the box. Teams can build AI agents, dashboards, workflows, and full-stack apps — with a visual editor for speed and direct code access for precision. Trusted by over 10,000 organizations including Amazon, Stripe, DoorDash, and OpenAI to get AI-built apps safely to production.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Innoslate offers a robust Workflow Management solution that helps organizations design, monitor, and optimize workflows to ensure operational efficiency and productivity. With its intuitive interface and powerful capabilities, Innoslate enables you to visualize processes, automate tasks, and streamline collaboration—all in one integrated platform. Intuitive Workflow Design: Use drag-and-drop tools to create and modify workflows, ensuring they align with your business goals. Task Automation: Automate repetitive tasks to reduce manual effort and increase efficiency, freeing your team to focus on high-value activities. Real-Time Monitoring: Track progress, identify bottlenecks, and address delays with real-time insights into workflow performance. Simulation and Testing: Analyze workflows using built-in simulation tools to identify potential issues and optimize processes before implementation. Seamless Collaboration: Communicate seamlessly with stakeholders on a centralized platform.

ActiveBatch by Redwood makes setting up and launching automation easy with no custom scripting required. With a low-code Super REST API adapter, over 100 pre-built job steps and a user-friendly drag-and-drop workflow designer, you can integrate across any system, application and data source, on-prem, in the cloud or in hybrid environments. Maintain complete control and visibility and meet SLAs with monitoring of all automation from a single pane of glass and get custom alerts via emails or SMS. Managed Smart Queues dynamically scale resources for high-volume workloads, reducing process times while the self-service portal enables business users to run and monitor workflows independently. ActiveBatch meets security and compliance standards, with ISO 27001 and SOC 2, Type II certifications, encrypted connections and regular third-party tests, always keeping security at the forefront. Along with ongoing product advancements, get the added benefit of 24x7 support and on-site training.

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion.

Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Planview AgilePlace is a kanban-based work management product for teams and cross-team delivery. It turns tasks, steps, and handoffs into visual boards and cards, making status clear at a glance. Its kanban mechanism works across Agile, waterfall, hybrid, and flow-based delivery. Key capabilities: • Configurable boards for Scrum, Kanban, SAFe, hybrid, or portfolio-level use • Drag-and-drop cards with priority levels, card types, sizing, and due dates • WIP limits and blocked-status flags to catch bottlenecks early • Cross-team dependency tracking and fast replanning • Scales from single-team boards to portfolio-level views • OKR integration connects team work to shared objectives • Connects to existing tools through Planview Hub, supporting mixed methodologies without standardization

PIMworks is a Product Information Management (PIM) software that helps retailers and brands centrally manage product data. Along with product data management, online retailers and brands can manage digital assets, easily syndicate accurate product data to multiple channels and maintain their vendor profile details seamlessly. PIMworks offers a lot of integrations including Bigcommerce, Magento, and Shopify, Amazon to name a few. PIMworks' ML-based product catalog enrichment features help in improving the accuracy of product content. All the teams involved in the creation of product catalogs can collaborate effectively by creating workflows in PIMworks. The overall product data performance can be monitored and analyzed with insights available on the dashboards. Right from product catalog creation to getting all the relevant product information from top channels and marketplaces, PIMworks helps all the brands and retailers to stay ahead in their market and gain better profits

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

Trello helps teams work more collaboratively and get more done. Trello’s boards, lists, and cards enable teams to organize and prioritize projects in a fun, flexible, and rewarding way. Whether it’s for work, a side project or even the next family vacation, Trello helps your team stay organized. Dive into the details by adding comments, attachments, due dates, and more directly to Trello cards. Collaborate on projects from beginning to end. Let the robots do the work! Boost productivity by unleashing the power of automation across your entire team with Butler, and remove tedious tasks from your to-do lists. Use Trello the way your team works best. We’ve got the flexibility & features to fit any team’s style. It’s easy to get your team up and running with Trello. We’ve collected all of the boards and tools your team needs to succeed in one handy resource. Integrate the apps your team already uses directly into your workflow.

Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.

Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.

ProHance is a cutting-edge, global operations management platform. Top Fortune companies are using ProHance in their global centers to unlock the true value of their human capital. ProHance is enabling organizations to drive efficiency while optimizing employee utilization with deep insights on employee and team performance. Our SaaS-based modular approach allows an enterprise to effectively measure time and effort contribution with over 100 + customizable reports. Our clients trust ProHance and have experienced productivity gains of 15% – 30% in less than 3 months of deploying our solution. With 370,000+ users across 25 countries. ProHance is fast being accepted as a critical enabler for organizations to build a workforce that is connected, visible, engaged & optimized.

Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals.

Comidor is a cutting-edge Low-code, Intelligent Automation Platform that enables fast-growing businesses to orchestrate, automate, and autonomize their operations. The platform combines low-code/no-code application development, BPM, workflow automation, RPA, AI, and ML, driving intelligent transformation.   • High-productivity Low-Code Application Designer that enables business users with no coding knowledge to design, build, and deliver business applications with minimal effort at high speed. • Intelligent Automation that integrates BPM and Workflow Automation with RPA and AI/ML to streamline, optimize, and automate end-to-end processes • Application Marketplace with a wide variety of ready-to-use business apps suitable for every business need, such as Enterprise Collaboration, Project Management, HR Automation, CRM & Sales, Document Automation, Finance & Accounting. • Digital Workplace that provides a modern digital business environment where people and bots work together

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.

Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.