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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 Screendragon?
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.
Integrations Supported
Box
Google Drive
Jira
Jira Work Management
Microsoft 365
Microsoft OneDrive
Trello
Zapier
Integrations Supported
Box
Google Drive
Jira
Jira Work Management
Microsoft 365
Microsoft OneDrive
Trello
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$99 one-time payment
Free Trial Offered?
Free Version
Pricing Information
$26.00/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
Screendragon
Date Founded
2005
Company Location
United Kingdom
Company Website
www.screendragon.com
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
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Creative Management
Billing & Invoicing
Client Management
Collaboration
File Sharing
Project Management
Task Management
Time Tracking
Marketing Planning
Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management
MRM
Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
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