Best Workflow Management Software for Zoho CRM
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Compare the Top Workflow Management Software that integrates with Zoho CRM as of October 2025
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This a list of Workflow Management software that integrates with Zoho CRM. Use the filters on the left to add additional filters for products that have integrations with Zoho CRM. View the products that work with Zoho CRM in the table below.
What is Workflow Management Software for Zoho CRM?
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 Zoho CRM currently available using the table below. This list is updated regularly.
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1
Pipefy
Pipefy
Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.Starting Price: $20 (per-user billing) -
2
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 -
3
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 -
4
MindCloud
MindCloud
MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business. As technology continues to advance, the modern business owner is using more and more online software tools to manage their business. MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business process. We have over 50 prebuilt connectors and can add new connectors within 2-3 weeks of starting a project. What makes us different is we provide a full service that doesn't take extra technical resources on your end. We specialize in Salesforce, Hubspot, Monday.com, QuickBooks, Method:CRM, Zapier, Amazon, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many others. Integrate your business. Simplify your life.Starting Price: $625/month -
5
ThinkAutomation
Parker Software
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’.Starting Price: $2,700/year -
6
Moxo
Moxo
Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization. -
7
Trello
Trello
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.Starting Price: $12.50 per user per month -
8
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
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
Comidor
Comidor
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 -
12
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 -
13
Samepage
Samepage
Start collaborating with your team and get more things done with Samepage, an award-winning team collaboration software. With Sampage, teams of all shapes and sizes can take advantage of a wide range of online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. Its integrates with leading business apps also helps users consolidate workflows and eliminated email overload.Starting Price: $7.50/month/user -
14
Zoho Creator
Zoho
Zoho Creator is an all-in-one low-code application development software that is designed to help businesses digitize their operations without the hassle of traditional development. The platform lets businesses of all sizes 1. Manage their data and workflows, 2. Derive insights from their database, and 3. Link-up seamlessly with their existing software. We believe that each business is unique in its own way and our platform is built to address this uniqueness. More than 13,000 businesses with an excess of 7 million users around the world trust us to be their technology partner and you can also start your custom application journey today.Starting Price: $8/user/month/annually -
15
Front
Front
Front’s powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours. We bring together your core support channels in one intuitive, AI-powered workspace where your team can build collaborative workflows across the entire customer lifecycle. As your customer base and their needs grow, Front AI and customer intelligence serves up the efficiency and insights needed to keep your entire organization customer-first, every day. Plus, we care as much about our customers as you do yours: we provide industry-leading service to our entire customer base, regardless of your team size.Starting Price: $19.00/month/user -
16
Kissflow
Kissflow
Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,Starting Price: $1500 per month -
17
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/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
Bizgaze
BizGaze Limited
One App Does It All! Gain Complete Control on your Business with BizGaze. Empowering Enterprises with SaaS-based technology that propels your business into a new Era. An end-to-end Business Automation Suite with predefined workflows to solve complex business transactional challenges. Growing Businesses always find it difficult to expand with the existing resources and often juggle between ad-hoc processes and resource constraints. BizGaze Process Automation enables them to be ready for business expansion without additional resources. In the case of small business units that do not run any traditional ERPs, BizGaze acts like one without adding additional overheads; it seamlessly integrates with their existing software as well. An application bundled with business solutions to enhance the efficiency of all operations (Pre-sales, Sales, Marketing, Accounting, Production, etc.) in the ecosystem with predefined rules and triggers. FLO | DigitAll | CatAllyst | DataFisherStarting Price: ₹1500/PM/User -
20
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
21
Qntrl
Qntrl
Qntrl is a business automation tool that assists in workflow management through the lens of a low-code interface and is loaded with practical tried-and-tested process templates to choose from. The platform enables process managers to build their own processes through drag-and-drop process mapping and customizable form builders for web and mobile. The process mapping UI is easy to learn and designed to enable anyone to build processes. Manage and create workflows, and even integrate different verticals in any operation. Cut back on trivial tasks, such as exporting huge data sheets, email threads, and more. Qntrl is partnered with 2,000+ users and has automated 15,000+ processes for companies like ITC, KPMG, AET, and IHS. They are the one-stop solution for enterprise and mid-level organizations who are looking to automate their processes.Starting Price: $7 per month -
22
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 -
23
zzBots
zzSoft LLC
zzBots is an easy-to-use web-based software platform for integrating your apps and automating your business. 1. Easily automate your workflow and business processes using app integrations and bots. 2. Sync data between apps in real-time to avoid redundant tasks such as manually importing & exporting or copying & pasting between apps. 3. Create custom notifications for anything you want. Instead of manually logging into various apps to get your data, let bots fetch the data and bring it to you. 4. Search all your apps from one location instead of logging into various systems to find your data. 5. Built-in database with customizable fields to allow you and your bots to store & retrieve information as part of your workflows. 6. Built-in real-time chat system to collaborate with co-workers. Each record has a chat/comments section. 7. Mobile apps for iOS and Android for easy access to your bots, data, and mobile push notifications.Starting Price: $5/mo -
24
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 -
25
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 -
26
FlowEQ
FlowEQ
FlowEQ is a no-code workflow solution that embeds within your current systems and accelerates your teams. Our no-code workflow automation solution embeds within your current systems and lets your teams work faster where they are. And by different, we mean better. FlowEQ’s no-code solution streamlines work, ensures high-stake processes are followed correctly every time, and does this all within your current systems. FlowEQ is a no-code workflow solution that embeds within your current systems and accelerates your teams. FlowEQ is a no-code workflow solution that embeds within your Salesforce customer support application. FlowEQ is a no-code workflow solution that embeds within your Zendesk customer service application. FlowEQ embeds within your customer service or operational system and is pre-integrated with all the other applications that your teams need to update in the course of completing their recurring work.Starting Price: $29 per user per month -
27
Backflipt
Backflipt
Easily create workflows & apps connecting people and information. Build next-generation workflows and apps delivering an immersive experience with intelligence. For a citizen, to build and manage workflows independent of professional services teams. Unleashing the power of content by Backflipt, empower customer-facing, partner management, SDR's, support teams to engage proactively and effortlessly with new information. Enable citizen developers and IT operations to build enterprise secure and compliant applications with customizable CSS files using the low-code, no-code Backflipt App Builder platform. Build applications to establish a business flow or eliminate mundane tasks with an immersive user experience. Use Backflipt Graph to build experiences around the user’s context to help them be more productive. Build an app or workflow that can help prepare for the next meeting with the people’s profiles and information from prior conversations.Starting Price: $60 per user per year -
28
KonnectzIT
KonnectzIT
Choose the authorized applications from our integration library. Configure the actions and fields using flow builder to start the sync. Communication will start between the apps and KonnectzIT will take care from here. Is your day got munched by regular daily tasks that are simple but time-consuming? Can’t do other important work because you need to put your time & effort into these simple tasks? Looking for an easy but effective to save your time, money, and effort? Use our drag & drop visual builder and instantly connect the application to sync the data between them. It will save you a lot of hours in a day depending on the automation volume. The larger the connections, the larger the time spent daily. Connect the applications and automated unlimited tasks easily and simply using a visual connect builder. No matter how complex your workflow is, our builder will help you to visualize the automation setup while configuring the tasks.Starting Price: $10 per month -
29
Kindo
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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Unifonic
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.