List of the Top Workflow Management Software for Nonprofit in 2025 - Page 4

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

Empxtrack is an innovative software solution for managing Human Resources and Talent effectively. Renowned for its reliability, this integrated web-based HR platform streamlines all facets of Human Resource operations, promoting a fully paperless atmosphere. Additionally, it delivers in-depth reports and analytics that facilitate well-informed decision-making. What sets Empxtrack apart is its unique amalgamation of various essential functions such as Performance Management, Human Capital Management, Compensation Planning, Recruitment, Self and Manager Services, Payroll and Compliance, Rewards and Recognitions, Manpower Planning, Surveys, and an extensive Employee Database equipped with sophisticated search capabilities. Currently, over 350,000 employees in more than 20 countries utilize Empxtrack, and this user base is consistently expanding each month. Suitable for organizations of all sizes and operating in diverse sectors, Empxtrack's user-friendly interface and flexibility enhance the overall user experience, contributing to the development of a motivated and high-achieving workforce. Moreover, Empxtrack provides users with the opportunity to access essential products at no cost, allowing them to start using it for free and upgrade their experience as their needs evolve, thereby enabling continuous enhancement of functionality as required. This flexibility ensures that businesses can adapt the software to better meet their evolving HR needs.

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Cease the relentless pursuit of documents from your clients. Effortlessly obtain files, forms, and digital signatures by requesting them with set deadlines, allowing for a significant reduction in time spent as responses flow back to you seamlessly. What makes FileInvite the preferred choice for our clients? 1. Users of FileInvite have noted an impressive average reduction of 34% in the time it takes to receive documents after utilizing our collection system, with some reporting time savings as high as 87.5%. 2. The platform simplifies the process for your clients, cutting down the number of steps required by as much as five times compared to traditional email requests. Experience the advantages of a customer-focused approach to document gathering for your enterprise. 3. Our dedicated customer support team places your success at the forefront. FileInvite has earned a 5-star rating from over 100 reviews on Capterra, reflecting our commitment to exceptional service. Recognized by businesses of all sizes globally, FileInvite stands at the forefront of document collection solutions designed for customer-oriented companies. You can explore FileInvite free for 14 days with no need for a credit card. In just five minutes, you can send your first Invite after signing up for a complimentary account, making it easier than ever to streamline your document collection process. Don't miss out on this opportunity to enhance your efficiency!

Zapendo provides robust enterprise-grade tools for Contract Management and eSignature in a self-service format that remains accessible to companies of all sizes. Every organization, regardless of its scale, handles contracts, and Zapendo simplifies this by enabling users to swiftly track their contracts, monitor expiration dates, and recognize key stakeholders involved. With the platform, you can design tailored workflows to establish an approval process tailored to each contract, task, and deliverable your company creates within Zapendo. Additionally, all subscription plans come with unlimited eSignature capabilities, allowing users to attach signed documents to one or multiple contracts seamlessly, enhancing the overall management experience. This comprehensive approach ensures that managing contracts is efficient and straightforward for every business.

At the heart of revenue management is a sophisticated system that guarantees every revenue signal is captured effectively. By ensuring that relevant data reaches the appropriate individuals exactly when and where it is needed, you enable them to perform at their best. Staying updated on crucial events, whether it's tracking potential leads, finalizing deals, or managing customer inquiries, is of utmost importance. Equipping your team with essential insights and guiding them toward optimal actions is vital for success. Moreover, integrating your workflow with existing platforms like Slack and MS Teams can facilitate smooth searching, accessing, and modifying of your CRM data. It's important to grasp key metrics, oversee team activities, and provide coaching when necessary, alongside evaluating performance and the effects of critical initiatives. Troops offers instant notifications regarding events that could significantly affect revenue, making it easier for teams to identify and implement the right responses quickly, regardless of the device they are using, thus enhancing overall performance. Additionally, Troops efficiently automates repetitive tasks for customer-facing teams, freeing them up to devote more time to interactions with clients and prospects, which ultimately leads to improved satisfaction and success through a greater emphasis on nurturing relationships. This enhanced focus on building connections not only fosters loyalty but also drives sustainable growth for the organization.

Kissflow is a user-friendly, low-code platform designed specifically for creating custom applications that cater to business needs. It enables both process owners and IT developers to automate workflows effectively, allowing them to construct processes and applications that enhance internal business operations. Additionally, Kissflow streamlines collaboration between teams, making it easier to adapt to changing operational requirements.

The highest-rated Service Desk suite can significantly enhance the agility and effectiveness of your support operations. Agiloft's Service Desk Suite features a comprehensive range of integrated applications that empower IT teams to manage all processes with full authority. This suite encompasses various functionalities, including customer support, RMA management, IT ticketing, an internal help desk, asset and change management, as well as adherence to ITIL and ITSM best practices. By utilizing this suite, organizations can streamline their workflows and improve overall service delivery.

Freelo is a collaborative tool tailored for freelancers and businesses to streamline project management. Featuring assignable To-Do lists along with tasks and subtasks, it enhances organization and provides a comprehensive view of your team's efforts. You can effectively monitor time and manage finances by setting budgets or hourly rates for your projects. Freelo also offers various features such as labels, a synchronized calendar, and project templates to further assist in organizing your workload. Additionally, you can customize Freelo by integrating it with third-party software through our API for a more tailored experience. Experience our 14-day unrestricted trial, after which you can choose from a free option or select one of three paid plans that best fit your needs. This flexibility ensures that you find the perfect plan to enhance your project management capabilities.

FileHold is a robust document management and workflow system tailored for large enterprises aiming to move towards a paperless environment. This versatile solution can be implemented on-site, in a secure public or private cloud, and boasts an extensive array of features such as document scanning, indexing, version control, and advanced searching capabilities. Additionally, it allows for seamless document linking and is designed to work effortlessly across all web browsers, providing a rich desktop experience while being fully optimized for mobile devices. Furthermore, integration with popular platforms like MS Office, SharePoint, Active Directory, and Teams is readily available without requiring extensive setup. With a comprehensive API documentation, FileHold ensures that organizations can customize and extend its functionality to meet their specific needs effectively. Moreover, its user-friendly interface simplifies the adoption process for staff, promoting a smoother transition to digital document management.

ProWorkflow is an online project management platform designed to simplify the coordination of teams and projects. This versatile tool caters to freelancers, startups, and large enterprises alike, offering an array of robust features to enhance productivity. Key functionalities include task assignment, time tracking, and project rescheduling, which streamline workflow management. Additionally, ProWorkflow equips users with user-friendly tools for generating quotes, invoices, and comprehensive reports, making it an all-in-one solution for project oversight. With its intuitive interface, ProWorkflow ensures that managing projects becomes a seamless experience for all users involved.

Transform your approach to project management by enhancing, unifying, and innovating every aspect of it. Remove the inconvenience of switching between various tools such as Chats, Tasks, Docs, Calendars, and Meetings by integrating them into one powerful application that connects both your team and clients effortlessly. Create a clearly defined action plan for your projects while automating the monitoring of your progress. Visualize your key objectives through a comprehensive timeline and enhance teamwork by automating updates as tasks are completed. Seamlessly migrate your projects, teams, tasks, and files from platforms like Asana, Basecamp, ClickUp, JIRA, Trello, or Wrike! Nifty allows your team to pick up right where they left off, ensuring a smooth transition without any interruptions. Countless forward-thinking teams trust Nifty to synchronize their goals, actions, and communication methods. Shift away from scattered tools and manage your workflows with exceptional ease in one integrated workspace. Enjoy real-time progress tracking through Milestones and elevate your project management experience to new heights. This transformation not only simplifies operations but also significantly improves collaboration among team members, fostering an environment where everyone can thrive and contribute effectively.

Blocworx: Revolutionizing Your Digital Transformation Journey! Discover the efficiency of precise tracking, automation, and enhancement of your business operations through the Blocworx platform. Our adaptable digital transformation software is designed for various industries and departments, providing a perfect digital workspace for effective task management and oversight. Utilize the robust features of Blocworx's integrated tools to design workflows, activate forms, and execute system integrations effortlessly, all without any coding required. Take advantage of our collection of prebuilt, thoroughly tested 'steps' to quickly create forms, speeding up the implementation of new functionalities. With Blocworx, a majority of users are able to design, test, and launch their initial processes or rule sets in just a matter of hours or days. Join a platform that evolves alongside your business, empowering you to tailor and create your own operational rules for unmatched authority and flexibility. The future of streamlined digital transformation awaits you with Blocworx!

Twin AI facilitates the automation of workflows through advanced artificial intelligence, offering a powerful platform that equips your organization for the upcoming AI-driven landscape. Instead of concentrating exclusively on prompts, AI's true potential lies in its capacity to enhance business processes, whether it's through the automation of repetitive tasks or the rapid analysis of large datasets, thus empowering companies to leverage AI for greater efficiency and informed decision-making. Each distinct application requires tailored tools, and with Twin AI, you can access a variety of large language models, such as ChatGPT and Bard, all integrated into a user-friendly interface. Start your transformation by converting traditional business processes into AI-enhanced workflows using the intuitive workflow editor to design and adjust your operational blocks. Stay ahead of the competition with analytical insights that deliver immediate feedback on the success of your AI workflows. By translating raw data into actionable insights, you surpass simple static assessments. Moreover, our platform is designed to adapt continuously, learning from your data interactions to improve its capabilities over time, ultimately ensuring that your organization remains a leader in AI advancements. This commitment to innovation positions Twin AI as an essential ally in navigating the ever-evolving digital landscape.

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

LOCATE is a scalable, cloud-driven inventory and order management solution tailored for product-centric enterprises. It combines the capabilities of an ERP system suitable for mid-market clients, streamlining processes from fundamental warehouse operations like barcoding and kitting to sophisticated workflows such as drop shipping and outsourced production. Designed with user experience at its core, LOCATE is the perfect choice for inventory-focused businesses eager to expand. Its flexibility and intuitive interface enhance usability, while exceptional customer support distinguishes it from the competition. By choosing LOCATE, customers gain not only a software solution but also a collaborative partner committed to their success and growth.

The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.

Teamogy is the comprehensive solution tailored to meet the diverse needs of your organization. It enables you to focus more on your primary business activities while enhancing collaboration across teams. This leads to a rise in profitability and ensures that your projects are managed with the utmost professionalism. Everything you need is conveniently consolidated in one place! Your main focus should be on your core business, innovation, client relationships, and project execution. Even with remote team members, seamless collaboration is possible; all it takes is a web browser and an internet connection. Gain real-time insights into your company's operations, including job management, crucial documents, time tracking, and financial performance, all readily available when you need them. Teamogy empowers you to assign tasks and allocate time for your team members on specific clients while enabling you to monitor the time spent efficiently. You’ll have a clear understanding of your team's current activities and their overall productivity. Numerous satisfied agencies worldwide are already benefiting from its capabilities, showcasing its effectiveness and reliability. With Teamogy, not only do you streamline operations, but you also foster a culture of accountability within your organization.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

Managing projects has reached new levels of simplicity. With our assistance, contemporary software teams can collaborate effectively and deliver results swiftly. Shortcut, previously known as Clubhouse, empowers you to strategize, develop, evaluate, and celebrate your achievements. We provide project management that cuts through the complexities often associated with it. Our dedicated software team has crafted Shortcut with your development team in mind. Employed by thousands of teams worldwide, Shortcut facilitates software creation across various sectors. While shipping software can present challenges, our platform allows for seamless navigation between Stories, Iterations, and quarterly Roadmaps. Essential context is conveniently accessible with just a click. Our customizable Kanban boards and Workflows enable teams to tailor their management processes to fit their unique requirements. The integration of Teams, Epics, and Objectives fosters collaboration among employees from different departments, driving them toward shared larger goals and initiatives. To keep track of project management effectiveness, users can leverage burndown charts, time-in-workflow state graphs, cycle time and lead time metrics, alongside a suite of other insightful reports that enhance decision-making and strategic adjustments. This comprehensive approach ensures that teams remain aligned and focused on achieving their objectives.

RESOURCE MANAGEMENT, SCHEDULING, AND TIME MONITORING FOR SOME OF THE MOST INNOVATIVE COMPANIES IN THE WORLD. Hub Planner seamlessly integrates transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requests, and Project Management, offering a straightforward and user-friendly software solution that simplifies the planning process. With Hub Planner, you gain a comprehensive overview of your resource management capabilities and team allocations. Its interactive drag-and-drop Scheduler enables quick access to resource availability and utilization, facilitating efficient project scheduling. Empowering your team is made possible through Timesheets, which provide crucial insights into performance by contrasting actual reported hours with the estimated time from the resource scheduler. You also have the ability to download, share, and access real-time analytics for all projects and resources at any time, while the dashboard streamlines resource management by allowing effective monitoring of both resource and project performance as it happens. The platform includes features for Capacity Planning, Custom Field Scheduling, Pipeline Planning, Resource Allocation, and Management of Projects, Budgets, and Billing. Additionally, it offers task assignment and categorization, request and approval workflows, comprehensive timesheet tracking, and a customizable dashboard. You can also create reports using the Report Builder and templates, while the Audit Log and User Access Management (UAM) ensure security and accountability. Try it out with a 30-day trial to experience its full potential.

Screendragon is a cloud-based solution for managing projects, resources, and workflows, specifically tailored for mid-sized agencies, professional service firms, marketing entities, and teams with over 50 employees. Our platform enables companies to enhance their operational efficiency, minimize expenses, and accelerate their time to market. It has demonstrated the capability to scale effectively to fulfill the demands of large global corporations, including Fortune 100 companies, thereby addressing intricate operational challenges. Notable clients include well-established brands such as Kellogg's, Sky, JWT, and McCann World Group, which highlights our reliability in the industry. By integrating robust features with a user-friendly interface, Screendragon equips both teams and managers with essential tools such as digital briefs, personalized workflows, and visual dashboards for tracking work progress. Additionally, we offer comprehensive functionalities like online proofing, resource scheduling, strategic planning, forecasting, as well as time and budget tracking, enabling organizations to gain valuable insights and optimize their performance. Our commitment to enhancing collaboration and transparency sets us apart in the competitive landscape of project management solutions.

AgilePoint's Low-Code Digital Process Platform enables organizations to expedite their digital transformation journeys. This platform provides diverse teams with the tools to automate, optimize, or integrate workflows and processes, leading to ongoing enhancements in customer satisfaction, greater operational efficiency, boosted revenue growth, and a solid foundation for resilience and scalability. By leveraging these capabilities, businesses can adapt more swiftly to changing market demands and evolving customer needs.

Stack Moxie has a deep appreciation for marketers, recognizing that we are indeed marketers ourselves. We understand that technology has the potential to empower marketers to achieve remarkable outcomes. However, the reality is that marketing teams often face challenges that can lead to their downfall. In today's landscape, marketing departments must operate efficiently, produce more results, and adhere to stringent regulations. A Chief Marketing Officer (CMO) is aware that leveraging technology is essential for scaling operations and maintaining compliance. Conversely, a Chief Technology Officer (CTO) may hesitate, fully recognizing that marketers lack access to a vital tool that is critical for the IT department's success. A CTO might emphasize the importance of thorough stack testing, ensuring that every aspect runs smoothly and functions as intended. Questions arise: Are the web forms operating correctly? Is customer input generating the necessary responses? Can we successfully navigate an audit? Unfortunately, these tools are often out of reach for marketers, along with the budget and time needed to conduct manual evaluations. This gap is precisely what inspired the creation of Stack Moxie. Our platform empowers marketers by placing essential IT expertise directly at their fingertips. We ensure that marketing technology operates seamlessly, so leads are captured effectively, digital ad expenditures are maximized, and any issues are promptly identified and addressed. By bridging this divide, we help marketers thrive in a complex environment.

Noviqu is the premier safety and knowledge retention solution, trusted by manufacturers and healthcare companies to ensure their workforce remains informed and effective. By providing frontline workers with instant access to the essential knowledge they need, our platform empowers them to perform their jobs confidently and safely, every single day. Managers can effortlessly track skills gaps, conduct employee assessments, and delve into in-depth analytics with just a tap or click, offering an easy and powerful way to monitor team performance. With Noviqu, safety protocols are reinforced, knowledge is consistently updated, and workforce productivity is maximized. Our platform simplifies the process of upskilling employees, making it easier to ensure that every worker is equipped with the right knowledge at the right time. Whether you're in a fast-paced manufacturing environment or a dynamic healthcare setting, Noviqu offers a reliable solution to strengthen operational efficiency and improve safety across the board.