Best Workflow Management Software in Canada

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

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.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

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.

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.

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.

Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.

BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through operational agility along with a frictionless customer experience. Our industry-leading, cloud-based platform is leveraged by global enterprises to optimize the customer journey from idea to revenue. With global customers across multiple industries, including software, finance, media, transportation and communications, BillingPlatform processes billions of transactions and dollars every year, enabling enterprises to grow revenue, reduce costs and improve the customer experience.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.

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.

Gather all the necessary information in real-time across internal data sources to create the shopping profile with information from social sources and partner services. Suggest personalized solutions for each of your consumers so they know you see them as individuals. Bots learn how to identify a cat by analyzing millions of cat photos and are then able to recognize one in seconds. Once the image is not of a cat, the bot will fail. Where technology lacks, there’s a need to rely on human beings to help consumers answer their requests. Colorado knows how to route the conversation between the bot and the human associate so it will remain flawless. Colabo provides tailored recommendations and suggestions using assisted intelligence so that associates can perform tasks better and faster so that every associate shines as an expert.

SAP Signavio is an end-to-end business process transformation suite that helps organizations modernize operations, accelerate digital transformation, and continuously improve performance. By combining process intelligence, modeling, mining, and collaboration, it enables companies to visualize, analyze, and optimize their workflows across every department. The platform delivers actionable insights powered by AI and process analytics, helping enterprises identify inefficiencies, manage ERP transformations, and drive operational excellence. Through its Plug and Gain approach, SAP Signavio provides predefined frameworks to jump-start ERP initiatives such as SAP S/4HANA migrations. Trusted by global leaders including Fujitsu, Bosch Rexroth, and Hilti, it integrates seamlessly with SAP LeanIX to align technology, architecture, and business goals. SAP Signavio empowers organizations to transform their operations with clarity, confidence, and measurable results.