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What is WorkflowFirst?
An adaptable workflow solution created for every type of user, allowing for the efficient management and oversight of an extensive database of forms. Take charge and gain insight into the broader perspective. The flexible CRM template enables you to initiate deals, monitor deal activities, and track deal progress via a user-friendly drag-and-drop kanban board, complemented by a calendar feature for overseeing various tasks and much more! Input employee details and effortlessly send the form at the same time to HR, accounting, IT, and the office manager for further action. When a purchase request is made, it can be forwarded to a manager for assessment, giving them the power to either approve or reject the request. The platform also offers forms for HR to define employee leave benefits and for employees to file leave requests, which require management approval. With WorkflowFirst, you receive a customized forms package, a database, and workflow management software, all within a simple interface that anyone can set up without needing technical skills. Forms can be programmed to be sent automatically to one or multiple recipients or specific groups based on predetermined conditions or scripts. Moreover, the dashboard guarantees that every task is accounted for, boosting overall productivity and efficiency. This all-encompassing strategy not only streamlines operations but also encourages teams to collaborate more effectively, ultimately leading to better outcomes. By fostering a more organized and connected environment, WorkflowFirst enhances communication among team members and supports the achievement of collective goals.
What is Pulse Project Management?
Presenting "Pulse," a holistic project management tool designed to optimize efficiency and reduce effort through streamlined workflow automation. Featuring an intuitive user interface, Pulse equips your team with strong project management functionalities that enable them to thrive in their responsibilities. Notable features encompass Gantt Charts, Milestones, Task Dependencies, Schedules, Forecasts, Kanban boards, and detailed Reporting, among various others. Furthermore, Pulse includes a comprehensive Digital Asset Management System (DAM) that seamlessly integrates with its project management tools. Imagine the possibilities for your team with advanced capabilities like Version Control, Online Approval, Annotations, Workflow management, Secure Sharing, Document Conversion, Tagging, and Meta Search available to them. To elevate your experience even further, we offer an affordable custom report-building service tailored to meet your unique needs. Whether you seek to align existing business processes with our system or work alongside us to develop new workflows, Pulse provides the adaptability necessary for success. Our advanced workflow automation system has the potential to drastically enhance your operations by streamlining a variety of tasks, ultimately revolutionizing the way your team collaborates and achieves outcomes. Embrace the transformation that Pulse can bring to your project management approach.
Integrations Supported
XERAS
API Availability
Has API
API Availability
Has API
Pricing Information
$99 one-time payment
Free Trial Offered?
Free Version
Pricing Information
$10.00/month/user
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
RiaForm Technology
Date Founded
2004
Company Location
United States
Company Website
workflowfirst.com
Company Facts
Organization Name
Pulse Collaboration Systems
Date Founded
2005
Company Location
Australia
Company Website
www.pulse.ms/
Categories and Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration