Page 4 | Best Workflow Management Software for Salesforce

Meya

Meya.ai

Accelerate your roadmap. Get to market faster and stay at the forefront of the cognitive revolution. Unlock each developer’s potential with cutting edge technology. A good tech stack starts with a solid foundation. With Meya, your cognitive apps run in a modern computing environment, that is performant, secure, compliant and easily managed. Our team is continually updating our framework to take advantage of the latest in artificial intelligence research. Focus on building a great user experience while we ensure your cognitive app’s hosting, integrations, and more! Build, host, and train your cognitive application in one place. Easily scale your bot and take advantage of the most popular messaging and customer support platforms. Handle any complex use case by connecting to your business back end. Stay focused on the user experience and let us take care of the rest.

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Capacity

Capacity is the world’s first Work Automation Platform, powered by artificial intelligence, that automates support for your customers and employees. The Capacity AI continuously learns from organizational knowledge and the interactions within your business to automate your helpdesk, processes, and decisions in real time. Key Benefits: Grow revenue with lower costs. Reduce the time and money spent answering repetitive questions with a new kind of helpdesk that enables you to escalate from tier-0 to tier-1 support with ease. Increase employee engagement. Employees are inundated with emails, phone calls, shoulder taps, and tickets. Empower your team with instant access to centralized knowledge, so your support team can focus on strategic goals and tasks that require higher-level thinking. Improve customer satisfaction. Customers have a lot of questions. Give your customers the experience they deserve with instant answers to their FAQs 24/7.

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SimpliGov

SimpliGov is a platform that enables state and local governments to create intuitive, robust digital forms and workflow processes in a central, secure location. Designed specifically for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies of any type transition from laborious legacy solutions to a modern, digital framework that increases efficiency by streamlining workflow management, reducing support costs, improving public accessibility with electronic, native language forms, increasing response time with reminders and notifications, enabling dynamic document creation from a secure template builder, and providing analytics and reporting for informed decision-making. SimpliGov also offers a native electronic signature solution that integrates seamlessly and creates a connected, transparent ecosystem that is future-proof, responsive to change, and user-friendly.

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Azure Logic Apps

Microsoft

Built on a containerized runtime that increases scale and portability while automating business-critical workflows anywhere. Modernize your BizTalk Server applications by moving them to Logic Apps using the BizTalk migration tool. Connect logic apps to your virtual networks to seamlessly and securely integrate cloud-based and on-premises solutions. Containerize your workflows to deploy and run your applications anywhere—in the cloud, on premises, or the infrastructure of your choice. Apply CI/CD best practices to your workflows and take advantage of built-in tools for seamless and secure deployments. Deploy and run logic applications in Azure, any container, and on premises. Enable private endpoints, simplified virtual network access, and deployment slots. Develop, debug, and test on Windows, MacOS, and Linux using Visual Studio Code. Deploy multiple workflows to a single logic app, simplifying automated deployments and CI/CD pipelines.

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Coefficient

Make life easy. Start automatically syncing Google Sheets with your business systems. Our solution connects, automates, and shares live data in Google Sheets, so your reports, dashboards, and insights always stay up-to-date. Connect Google Sheets to any source system in a single click. Automatically sync data from your source systems with your spreadsheet. Monitor your spreadsheets through Slack and email alerts. Coefficient completes the missing link in the modern data stack. Business users, including sales and marketing teams, still rely on data gatekeepers such as the IT team to access the data they need. This slows down projects, produces unsatisfying datasets, and diminishes trust in data. Coefficient is the antidote. With Coefficient, business users can access and analyze the data they need, when they need it, in the spreadsheet platform they prefer. Now any team member can harness a new category of spreadsheets to unlock more opportunities with their data.

Starting Price: $49 per user per month

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MuleSoft Composer

Mulesoft

The fastest and easiest way for business teams to connect apps and data. Enable business teams to access data governed by IT using clicks, not code, no more waiting for development resources. Allow business teams to collaborate easily with IT, jumpstarting their own integration projects using IT-built assets and templates. Empower IT to monitor every integration effectively, without slowing down the business. Use a simple, intuitive interface to connect systems such as Salesforce, Netsuite, Workday, Slack, and more. Create your projects quickly with IT-trusted, out-of-the-box connectors, and real-time data previews. Unlock data safely from any app and build integrations using a secure, scalable tool, trusted by IT. Enable your org to move faster by giving business teams the tools they need to connect systems. Help business teams jumpstart their projects by sharing custom assets and templates.

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SpiceX

SpiceX exists to enable organizations to unify their dispersed clientele data sources & workflows so they can easily provide world-class customer service. Next to our employees, our biggest asset is our customers. The best and most complete low-code application platform for data integration, case management, and workflow management to help transform your customer journey. Consolidate data from multiple sources into a single interface. Give your users the right data, at the right time, from the right system. Show multiple data streams in a single view, and write data out to any number of connected systems. Create the perfect platform for your business by combining the best-in-breed applications for each function into a single interface. Leverage each application for its specialized purpose instead of trying to find a one-size-fits-all business process. Provide an additional layer of security by restricting direct access to systems of truth.

Starting Price: $99.70 per month

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IBM Watson Orchestrate

IBM

Watson's skills and integrations streamline your team's efforts, making you more effective. Streamline your workflow by letting Watson automate tasks and simplify complex processes, saving you time and effort. Then you can focus on more high-level work. With Watson you can facilitate communication between team members, ensuring that everyone is on the same page and that tasks are completed on time and to the desired quality. Skill up Watson with the capabilities that make the most impact on your business. Import existing and new automation into the platform and assign it to Watson to get work done. Watson uses natural language processing to draw from a catalog of basic and advanced skills to execute your requests, in context and in the right order. No specialized training is needed. Get started in minutes using prebuilt skills designed for you and your needs. Watson connects to your various apps and tools to work seamlessly across Salesforce, Workday, Outlook, Gmail and other tools.

Starting Price: $200 per seat, per month

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Titan Flow

Titan

Effortlessly streamline any business process at speed and scale using Titan’s no-code workflow tool for Salesforce. Build flexible and robust business processes with zero code using Titan Flow. Connect payment providers, cloud-based storage, and much more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan’s OCR feature enables you to upload and process any doc you can think of to create Salesforce records in seconds. Create, route, update, execute, and report on approval processes in Salesforce with Titan Flow. You’re spoilt for choice with Titan’s wide range of storage integration options. Automatically merge any file in any format you can think of using absolutely no code with Titan for Salesforce. Scan barcodes with ease and push them to Salesforce to automate business flows. Design and execute any approval process you can think of to connect users both in and out of Salesforce.

Starting Price: $350 per month

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Quickwork

Enterprises use Quickwork to build simple and complex workflows, create and publish secure APIs, and manage conversational interactions with customers, employees, and partners to provide a great user experience. Quickwork provides an all-in-one platform with the tools and services you need to build powerful & scalable integrations, serverless APIs, conversational experiences, and a lot more. Simply drag and drop the applications you wish to use to build powerful integrations without writing a single line of code. Choose from 1,000s of business, consumer, AI, analytics, messaging, and IoT apps to create an automated workflow you can imagine. Convert any workflow into an API with Quickwork’s single-click API management. Share your APIs securely with built-in authentication mechanisms and scale elastically with our serverless infrastructure. Build and manage real-time conversational and messaging workflows with human agents, chatbots, and IoT devices across multiple channels.

Starting Price: $20 per month

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Work-Relay

Neostella

Extend the power of Salesforce to keep critical work moving smoothly, and ensure it’s completed on time. Work-Relay centralizes workflow management and automation improves communication among team members, and tracks progress in real-time. Say goodbye to juggling multiple apps. Bring teams, tools, and data together in one central hub. Integrate tools and keep everything synced. Merge orders, inventory, and client management systems. With integrated communication tools, teams stay connected and informed every step of the way. Managing work from a single location provides the visibility needed to make smarter decisions and prioritize the right work. Automate forms, tasks, and workflows so your team can work with increased speed and predictability. As tasks progress from one team or phase to another, seamless transitions ensure continuity and reduce downtime. See the full spectrum of tasks, from incoming orders to installation schedules, all in a centralized dashboard.

Starting Price: $35 per month

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Tray.ai

Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes. The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use.

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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.

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Kinetic Data

Build mission-critical service workflows that start at request. Increase productivity, modernize processes, and automate the possible. We provide the plumbing and infrastructure to create human-centric workflows that connect technology platforms and people process needs. Create modern, digital self-service experiences for your employees and stakeholders. Collect, validate and store data for use and sharing throughout your workflows. Automate and orchestrate processes that handle human-centric requirements. Connect to and with systems to share, lookup or push important data instantly. Encrypting data at rest and in transit. Flexible attribute-based access controls. Friendly framework for developers to imagine, build and iterate with drag and drop options. Flexible authentication model supports wide variety of sign-in options.

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Leankor

Leankor generates revenue faster by offering a solution that provides better delivery management and predictability. At Leankor, we are transforming outdated, fragmented project management practices with a dynamic, customizable and user-friendly SaaS enterprise work and project management solution designed around the specific and unique needs of industrial enterprises. Securely hosted in the Salesforce Cloud, Leankor meets all your project needs in one, scalable tool. Transform the way you do business with a cloud-based enterprise solution that increases flexibility, reduces delivery timelines, allows remote workflows and enables collaboration, all while improving your bottom line. Customize Leankor to fit your unique industry workflow, no need to alter your processes to fit the tool. Our solution supports teams, projects, and portfolios across your enterprise, no matter what kind of methodologies and styles you use.

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beCPG PLM

beCPG

beCPG is an open source Product Lifecycle Management (PLM) software that manages the entire lifecycle of a product from its conception, through design and manufacture, to service and disposal. beCPG permits you to work on products and projects with customers and suppliers. beCPG is ready to use for the CPG industries such as Food & Beverage and Cosmetics. We differentiate ourselves from the competitors with a comprehensive and user-friendly software offered at a competitive price. In a few words, beCPG offers the following features: - Product repository to manage finished products, recipes, raw materials and packaging with their technical and regulatory data - Formulation to calculate automatically allergens, ingredients, nutrient facts, costs, labeling, ... - Product specification generator for clients, R&D and production - Project management to manage new product development from ideas until market launch - Customer complaints

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Kepion

Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software.

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Vasion

Vasion integrates the tools businesses need to digitize content and automate business processes by combining capture, workflow, e-signature, and storage into a complete SaaS platform. Capture analog and digital content through mobile, scan, and e-forms. Automate processes through intuitive no-code workflows, and securely access and manage content across integrated storage platforms. The elimination of the physical infrastructure is a critical step in your digital transformation journey. Digitally transform print by delivering a serverless printing infrastructure. With PrinterLogic you can centrally manage direct-IP printing from the cloud while keeping print jobs local. Digital transformation is a journey—not a one-time event. Wherever you are in the process, Vasion's no-code platform can help by delivering a seamless, end-to-end digital experience for both your internal users and external customers.

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StitchView

With StitchView, you’ll instantly see context – relevant customer information across all your apps in one workspace view. Access to more applications and data shouldn’t slow you down. Eliminate the redundancy in the searching, input, and sharing of data across multiple applications. Load and sync information across your entire view. Assemble and save optimized workspace views with groups of apps in a layout suited for a one-screen-glance workflow. Easily search and launch specific apps, views, and data all from one place. Save significant time by reducing redundant search across multiple applications. Managers can create and distribute custom workflows and app views to their team to foster better process and deliver consistent results. Trigger a series of predefined workflow actions to automate the visibility of contextually-relevant customer data and take real-time action. Drag and drop data from one app to another to selectively share context.

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Rattle

Rattle connects Salesforce and Slack bi-directionally and brings your CRM to you, for exactly what you need and right when you need it! When your CRM adapts to your human workflows, you can get to your ROI goals faster and increase performance with less effort. Your sales team’s new favorite automation. Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows. Connect Salesforce and Slack in just one click. Deploy Rattle for any challenge using pre-built playbooks and our no-code builder. There’s no new tool to learn, so your team’s learning curve will be extinct. Helping high-growth sales teams run smarter. Get rid of grunt work and let your sales team use their brainpower to better use. Often in back-to-back meetings, it is hard for reps to capture critical deal data in Salesforce. Rattle lets reps log their calls, track key metrics, and manage opportunities, all from Slack.

Starting Price: $19 per month

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Luminai

Luminai automates your internal workflows. We take any multi-click process and make it one click. If you are jumping between multiple different applications to do your work, Luminai can help automate those processes. Luminai will help you get onboarded faster to do your job. Engineering teams are stretched thin, and nobody wants to be working on internal tools anyway. Luminai needs close to zero engineering lift to stitch your tools and automate your workflows. Tier 1 support agents have access to so much data and information that they don’t need to see, Luminai only shows what’s required to respond to a customer.

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Josef

Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling.

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Kindo

Kindo is here and work will never be the same. With just a few clicks, connect to any AI model, integrate with your current apps, and offload your endless tasks with workflows. Kindo streamlines your work so you get to focus on the best parts of your job—not all that extra stuff. The first self-serve Al platform that connects OpenAI's ChatGPT, Google Bard, Cohere Claude or any preferred AI model to your company's data in a secure and private manner. Work efficiently with seamless Al search, connect up to 200+ SaaS integrations, and easily create no-code AI-powered workflows. Ask questions about your data and get answers within seconds, no more having to dig through spreadsheets or wikis—Kindo securely layers AI tools over your existing apps to tackle all your burning questions.

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Mindflow

Embrace hyper-automation at scale with intuitive no-code & AI-generated flows. Access every tool you need through the most extensive integration library ever provided. Pick the service you want from the Integrations library and automate your way. Onboard and build your first workflows in minutes. Use pre-built templates if you need them, help yourself with the AI assistant, or benefit from the Mindflow excellence center. Type your input in plain-language text and let Mindflow do the rest. Generate workflows adapted to your tech stack from any input. Create AI-generated workflows to help you address any use case and reduce the building time to the minimum. Mindflow redefines enterprise automation, offering an extensive catalog of integrations. Add any new tool to our platform within minutes, breaking the barriers of traditional integration. Connect and orchestrate your tech stack, no matter the tools you use.

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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!

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UnifyApps

Reduce fragmented systems & bridge data silos by enabling your teams to develop complex applications, automate workflows and build data pipelines. Automate complex business processes across applications within minutes. Build and deploy customer-facing and internal applications. Use from a wide range of pre-built rich components. Enterprise-grade security and governance and robust debugging and change management. Build enterprise-grade applications 10x faster without writing code. Automate complex business processes across applications within minutes. Powered by enterprise-grade reliability features like caching, rate limiting, and circuit breakers. Build custom integrations in less than a day with connector SDK. Real-time data replication from any source to the destination system. Instantly move data across applications, data warehouses, or data lakes. Enable preload transformations, and automated schema mapping.

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Unifonic

Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers.

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Magnetic

Magnetic Software

Intuitive project management, enabling your teams to work together and stay on top of deadlines. We surveyed thousands of creatives, and the common trend was they all hated timesheets, so we’re on a mission to change that. Magnetic automatically tracks what you are working on and sends it to the relevant jobs. Magnetic’s digital scheduler lets you have full control over your studio and team to ensure no work is left unattended. See capacity, plan work, and book resources, in real-time. Communication is the core of success when working across teams and clients. Agency teams need to communicate. Briefing with Magnetic is a breeze, use templates or create bespoke briefs and share them across client service, creatives and clients. Customize reports to suit your agency's requirements and favorite them for quick access. Magnetic has direct integrations with Xero, Sage, Google and more + a complete integration with Zapier and Synatic to enable you to integrate with anything.

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Pneuron

Pneuron™ enables you to easily connect to and work with the diversity of assets you have, can reach, and want to acquire so that you can focus on building value from your data and not worry about complex application integrations. Think low code, Think drag and drop, think microservices, think containers. All bundled into one platform! Pneuron is a low code product that integrates disparate data on heterogeneous technologies. Data can then be orchestrated to create complex application workflows. It facilitates a low-touch approach to enterprise infrastructure, data is not moved, but data sources and applications in a complex distributed ecosystem are leveraged as-is. Pneuron is the perfect tool for enterprises seeking to leverage value quickly without impacting enterprise initiatives, processes and resources. Rapidly connect diverse assets into intelligent workflows using the Pneuron platform’s microservices-style architecture.

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TrackVia

TrackVia®, the leading low-code workflow management platform for operations, helps companies build applications that improve on-time performance and reduce costs. TrackVia offers operations leaders the fastest and easiest way to build powerful applications that are business led and IT approved. Companies like Honeywell, DIRECTV, Stearns Lending, and Brinks, rely on TrackVia to digitize their operations from the field to the back office.

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Best Workflow Management Software for Salesforce - Page 4

Compare the Top Workflow Management Software that integrates with Salesforce as of October 2025 - Page 4