Best Workflow Management Software for Microsoft Excel
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Compare the Top Workflow Management Software that integrates with Microsoft Excel as of June 2025
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This a list of Workflow Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Workflow Management Software for Microsoft Excel?
Workflow management software is a type of software designed to help organizations streamline their business processes. It allows users to create and track tasks, assign them to team members, and monitor progress in real-time. The software can also automate routine tasks and send notifications when deadlines are approaching. With its user-friendly interface, team collaboration is made easier and more efficient. This software is commonly used in various industries such as healthcare, finance, manufacturing, tech, and more. Compare and read user reviews of the best Workflow Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Shift
Shift Technologies Inc.
Your power browser. Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Connect all of your Gmail, Outlook, and Office 365 accounts and manage everything from one centralized window. Build out your Shift browser with apps that integrate seamlessly so you have ultra-fast access to all the tools you use to stream, shop, work, browse, and stay connected. Shift brings it all together. We don’t use the internet for a simple search anymore. Every day, we juggle apps, hundreds of tabs, and multiple accounts—but while big browsers make that feel messy, Shift makes it simple. Tired of logging in and out? Stay logged into multiple accounts within the same app so you can toggle between profiles easily. Create multiple browser workspaces that keep different kinds of tabs, bookmarks, apps, and inboxes separate.Starting Price: Free -
2
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
3
Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
4
Jotform
Jotform
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.Starting Price: $34 per month -
5
Odoo
Odoo
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.Starting Price: $25.00/month/user -
6
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
7
Intellect
Intellect
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. -
8
Miro
Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.Starting Price: $8 per month -
9
Wrike
Wrike
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.Starting Price: $10 per user per month -
10
Teamwork.com
Teamwork.com
Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.Starting Price: $5.99 per user per month -
11
ElectroNeek
ElectroNeek Robotics
ElectroNeek is an Intelligent Automation Platform transforming business process management in enterprises by integrating AI bots with employee workflows, automating routines, and helping humans to focus on more creative and strategic tasks. ElectroNeek provides a wide range of exciting low-code automation tools based on RPA, IDP, AI and GPT-4 (Conversational and Generative) technologies.Starting Price: $1450/month -
12
Lucidchart
Lucid Software
Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.Starting Price: $7.95/month/user -
13
Make
Make
Make is a visual platform for anyone to design, build, and automate anything—from tasks and workflows to apps and systems—without coding. SMBs, startups, scaleups, teams, and enterprises around the world use Make to scale their business faster than ever. Make enables people to connect and create workflows at the speed of their ideas. With Make, anyone can build like a developer, launching solutions across all industries and business areas at a fraction of the cost and time. Make allows teams to visualize, modify, and collaborate on processes that scale as quickly as their organization. Whether you’re integrating sales and marketing tools, automating a customer journey, improving business operations, or building a custom back-end system—creating on Make is powerful, intuitive, and playful. As our Maker community has shown us, when the experience of building sparks as much joy as the solution, there are no limits to what's possible.Starting Price: $9 per month -
14
Backlog
Nulab
Backlog is a project management and collaboration tool for teams that want higher productivity, greater visibility, and simple project tracking. Development teams can work together with Design, Marketing, IT, and more to release high-quality projects, faster. Core features include Projects, Gantt Charts, Burndown Charts, Issues, Subtasking, Watchlist, Comment threads, Version control, File sharing, Wikis, and Bug Tracking. Update your projects on the go with iOS and Android apps.Starting Price: $35/month -
15
Birdview PSA
Logic Software
Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.Starting Price: $13.50/month/user -
16
BizAutomation
BizAutomation
BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.Starting Price: $79.95/month/user -
17
ProWorkflow
ProActive Software
If you're looking to manage your projects and teams with ease, turn to ProWorkflow. A web-based project management software for freelancers, startups, and enterprises, ProWorkflow comes with a range of powerful tools to help users get the job done. ProWorkflow offers features for assigning tasks, tracking time, or rescheduling projects. It also offers easy quoting and invoicing tools.Starting Price: $20.00/month/user -
18
AgilePoint NX
AgilePoint
AgilePoint Low-Code Digital Process Platform enables businesses to accelerate digital transformation by empowering its multidisciplinary teams to automate, streamline, or consolidate workflows and processes, and continuously improve customer outcomes, increase operational effectiveness, drive revenue growth while ensuring resilience and scalability.Starting Price: $39/month/user -
19
n8n
n8n
Build complex automations 10x faster, without fighting APIs. Your days spent slogging through a spaghetti of scripts are over. Use JavaScript when you need flexibility and UI for everything else. n8n allows you to build flexible workflows focused on deep data integration. And with sharable templates and a user-friendly UI, the less technical people on your team can collaborate on them too. Unlike other tools, complexity is not a limitation. So you can build whatever you want — without stressing over budget. Connect APIs with no code to automate basic tasks. Or write vanilla Javascript when you need to manipulate complex data. You can implement multiple triggers. Branch and merge your workflows. And even pause flows to wait for external events. Interface easily with any API or service with custom HTTP requests. Avoid breaking live workflows by separating dev and prod environments with unique sets of auth data.Starting Price: $20 per month -
20
Planview AdaptiveWork
Planview
Planview AdaptiveWork (formerly Clarizen) enables PMOs and professional services delivery teams of all sizes to gain real-time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact. Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time. Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute. Bi-directional integration with your CRM using custom triggers to capture opportunity details for planning your client projects. Automate and manage the different stages (submission, scoring, prioritization, routing, and approval) of the request process to be considered for conversion into projects, work, or tasks.Starting Price: $45.00/month/user -
21
objectiF RPM
microTOOL
Enterprise software for enhanced business agility. objectiF RPM offers features for project, portfolio, requirements, test, risk and workflow management. Visualize requirements, goals and processes with UML/SysML diagrams, manage backlogs on different levels of granularity (from business use case to user story), define workflows and patterns for recurring set-ups, plan taskmanagement with Kanban boards, run queries across multiple projects and collaborate efficiently with distributed teams on one single source of information. The software is highly customizable, integrable and extensible and can be specifically tailored to your individual corporate needs. It offers templates for agile and hybrid project management, digitization programs and projects following the Scaled Agile Framework®, SAFe.Starting Price: 129 €/month/concurrent user -
22
Ultimus is the leading global provider of low-code digital process automation and BPM technology. Ultimus solutions automate and optimize business processes in order to solve mission-critical and everyday business challenges. With a unique and dedicated focus on business process effectiveness, Ultimus solutions not only increase efficiency, lower costs, and control risk - they help companies increase revenue and improve customer relationships. The Ultimus Digital Process Automation Suite is a comprehensive, integrated suite of technologies purpose-built to meet the demands of the modern digital enterprise. The Ultimus DPA Suite speeds the delivery of workflow and maximizes business agility, effectiveness, and efficiency by enabling seamless, enterprise-scale, end-to-end process automation – across all devices, regional permutations, and use cases – both within an organization, as well as with customers, suppliers, and partners outside an organization.
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23
Fabasoft Business Process Cloud
Fabasoft
The Fabasoft Business Process Cloud offers a strong set of features for document management and digital, cross-organizational business processes. Functionalities such as automated workflows, automatic synchronization, semantic full-text search, seamless versioning or digital signing of documents facilitate cross-organizational collaboration and significantly increase productivity. Thanks to the highly customizable and scalable platform innovative solutions tailored to customer requirements can be implemented in a remarkably short time. A cloud-based platform developed and operated in Europe. Your data will be stored in encrypted form in Germany, Austria, or Switzerland – according to your preference. The intuitive user interface enables efficient cooperation across departments and companies. Ease of use for the user is the top priority. Countless practical functionalities make the Fabasoft Business Process Cloud an essential component for cross-company collaboration. -
24
Cflow
Cavintek
Cflow is an AI-powered, cloud-based BPM and workflow automation software that streamlines business processes for companies of all sizes. It helps automate approvals such as Capex Requests, Check Payments, Invoices, and POs, reducing manual tasks and increasing efficiency with a user-friendly Visual Workflow Builder. Cflow enables businesses to transition from managing processes through emails and spreadsheets to a faster, automated approach, enhancing productivity and cutting costs.Starting Price: $5.00/month/user -
25
Easyflow
Easyflow
Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.Starting Price: $9 per month -
26
SwiftCase
LivePoint
Get your workload under control with ease. Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. From: Losing sticky notes, copying emails to everyone, spreadsheet to-do lists and endless headaches. To: All your work organised in one place, that can talk to all your other apps and even do some of your work for you.Starting Price: $15.99/month/user -
27
Workflow.com
Decisions
Workflow or Task Management is the user-engagement focused portion of Decisions.com's comprehensive workflow and rule platform. Providing visual development environments for forms, reports, workflows, and dashboards, Workflow or Task Management Software helps organization automate business processes, sets tasks, creates intervention steps, and tracks the lifecycle of work items. Core features include double-blind data entry, purchase order requests and approvals, data/file gathering, customer on-boarding, application processing, inventory management, and so much more.Starting Price: $2500.00/month -
28
in-STEP BLUE
microTOOL
Corporate processes and workflows or standards like the German V-Modell XT, PRINCE2 or Automotive SPICE can be managed with in-STEP BLUE. Simply tailor activities and artifacts to your individual needs. The software offers features for project, requirements, document, resource, test, change and risk management with full version control on a a centralized, multi-user capable Oracle database. Gantt-Charts, dashboards, resource and cost planning charts facilitate progress tracking. The webapp offers remote access to progress data, scheduling and more.Starting Price: from 1990 €/per licence -
29
Tonkean
Tonkean
RPA for the modern enterprise. Are you looking at RPA to automate manual processes? Make sure you include your people. To truly gain business efficiency you need to automate end-to-end processes that includes both your data AND people. Tonkean’s aRPA platform combines no-code RPA, integrations, and AI-powered coordination bots into a single platform that allows you to automate and orchestrate end-to-end processes across systems AND people. With our powerful Workflow Builder, you can easily train your Bots to coordinate or execute any business workflow end-to-end. Including data manipulation and people coordination. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments.Starting Price: $999 per month -
30
Fleak
Fleak
Fleak is a low-code serverless API builder for data teams that requires no infrastructure and allows you to instantly embed API endpoints to your existing modern AI & data tech stack. Start by configuring the essential components of your data workflow. With Fleak, you can transform data, generate text embeddings, and connect to vector databases, all in just a few steps. Fleak's intuitive tools eliminate complexity, helping you build workflows efficiently without the need for complex setups. Add and configure nodes to build your workflow, supporting data types like JSON, SQL, CSV, and plain text. Customize your workflow steps with flexible options to handle various data transformations. Test your workflow and preview results instantly to ensure accuracy before moving forward. Once your workflow is built, Fleak allows you to integrate seamlessly with large language models, databases, and other essential tools.Starting Price: $29 per month