Best Workflow Management Software for Microsoft Word
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Compare the Top Workflow Management Software that integrates with Microsoft Word as of July 2025
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This a list of Workflow Management software that integrates with Microsoft Word. Use the filters on the left to add additional filters for products that have integrations with Microsoft Word. View the products that work with Microsoft Word in the table below.
What is Workflow Management Software for Microsoft Word?
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 Word currently available using the table below. This list is updated regularly.
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1
Shift
Shift Technologies Inc.
Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is 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.Starting Price: Free -
2
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 -
3
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 -
4
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 -
5
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
6
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 -
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
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 -
9
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 -
10
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 -
11
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. -
12
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 -
13
infoRouter
infoRouter
Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.Starting Price: $4750.00/one-time/user -
14
Uptempo
Uptempo
Markets change. Pivot your marketing plan faster. Uptempo helps you plan, spend and execute with agility. Uptempo’s enterprise marketing operations suite helps teams move with unprecedented speed and change direction when market conditions dictate. Uptempo is the leading SaaS provider of effective and scalable marketing ops management solutions. The company delivers the visibility, control, and agility that enterprise marketers require to optimize their marketing operations. Uptempo tames the complexity of multinational marketing campaigns, budgets, and team workflows, enabling companies to work across borders, cultures, and silos for efficiency and value. Independent research firms recognize Uptempo as a leader in marketing ops. Uptempo is the combination of BrandMaker, Allocadia, and Hive9—driven by a bold vision to help marketers lead with confidence and love their jobs. -
15
Dealpath
Dealpath
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally. -
16
Fieldguide
Fieldguide
Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Say goodbye to routine work. Improve productivity and eliminate errors with automation across the engagement lifecycle, from requests to reporting. Tired of data scattered across disconnected applications? Bring together your entire engagement on a single, cloud-native platform. Technology has come a long way since the 90s. Deliver the seamless and collaborative experiences that your clients expect. Get started on Fieldguide with one practice or across your entire firm. Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, Fieldguide digitizes the end-to-end engagement workflow on a single, cloud-native platform. Built by former Big Four practitioners and experienced technology leaders, our platform is trusted by top CPA firms. -
17
Lutra
Lutra
Lutra is an AI Agent for web research that is natively connected with popular apps you use such as Airtable, HubSpot, Google Sheets, Gmail, and Outlook. It is able to orchestrate tasks across multiple apps, use AI to process data, and can be integrated into your custom Enterprise stack. It is SOC2 certified, ensuring a high degree of data security and reliability. Teams can automate prospecting, outreach, and marketing tasks efficiently - saving time and increasing productivity. Use cases include: - Performing web research over a large list of accounts, and directly updating your CRM. - Identifying key decision makers once you have an account identified. - Extracting lists of information from websites. - Reading and processing emails to extract data for tracking. and more! -
18
Promptchains
Promptchains
Promptchains.ai is a revolutionary visual builder for AI workflows, designed to unlock the elusive potential of AI through the art of prompt chaining. Promptchains is designed with a singular, ambitious goal: to make the power of AI accessible, predictable, and reliable for businesses aiming to achieve human-level outputs. It allows you to combine AI prompts and other tools into workflows which you can dial in, save, reuse and share. Instead of going back and forth every time you need something specific, you dial it in, get it perfect and then reuse it as often as you want. It is about moving beyond the novelty of AI interactions to create solutions that could stand shoulder-to-shoulder with the work of skilled human employees. Promptchains offers a growing marketplace of pre-made workflows to use in your projects. These workflows are created by experts and are designed to be ready for use out of the box. Each is completely extendable and customizable to fit your needs.
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