Best Workflow Management Software for Cloud

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.

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.

We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team.  Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.

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.

Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Workflow automation software for Boards, Agencies, and Businesses. Work faster with greater security, less paper, fewer errors, more transparency, and lower costs. Affordable custom solutions without custom programming. Certification Boards: Professional Certification, Continuing Education (CE) Management, Enforcement Management, Exam Registration & Score Reporting. State Agencies: Occupational Licensing, Business Permitting, Enforcement Management , Exam Registration & Score Reporting. Businesses: Regulatory Compliance, Applicant Screening, New-Hire Onboarding, Career Path management, Audit Management. Who is Certemy? Certemy provides credentialing and compliance management software for professional certification boards, state licensing boards, government agencies, and employers of credentialed professionals. What We Do We automate business-critical workflows for professional certification boards, state licensing boards, government agencies.

With AirManual, it's easy to document your processes and onboarding. Document your processes, training and onboarding: - A super user-friendly tool combined with free consulting: we'll help you to prioritize and address your biggest challenges. - As a result, our customers are freeing up time, improving quality, growing faster, and enjoying longer holidays. A home for processes, documentation and training: - Make it easy for your team to find documentation and solve their own problems. AirManual works for every team: - Perfect for HR, Sales, Marketing, Operations, Finance, R&D, IT, Legal, Data Security, and every other team! - Start in the area that needs it most, and know that you can scale it up when you're ready. Say goodbye to stale documentation: - It's easy to review usage, get feedback, and empower your team to make improvements.

Campus Cloud creates a paperless atmosphere that enhances the workflow efficiency of teachers and administrators and improves operations. Campus Cloud is the first online ed technology tool of its kind to offer advanced features that can be operated by any institution, from kindergarten to school to university to medical school. Campus Cloud provides a smooth, easy-to-use interface that enhances institutional workflow efficiency with intuitive features such as one-touch attendance, absentee / vacation automation, and school digitization using machine learning and OCR. Our mission is to provide the students around the world better access to tools that are designed to accelerate their growth & enhance their development as smart learners & help Teachers as well as schools and universities who make use of a management system which is cumbersome and takes a lot of time. We are very much honored to offer our premium features of four months for free. Check out CampusCloud now!

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

Record your screen and build step-by-step instructional videos you can pin to any website or software your team uses. Shoot a quick video of your screen and create your step-by-step instructions. Add written notes and edit a step without having to re-create a new video and shareable link. Pin your VidGuide to any online software or website your team uses or create groups and share it with your team. Avoid the painstaking process of creating written instructions. Create your step-by-step instructions faster with video. Give your team guidance that's easy to remember. Teach your team how they want to learn. Create quick step-by-step video instructions to show your team how to get things done. Turn your videos into step-by-step instructions and add any written notes. With our Flightpath technology, pin a VidGuide to any online software or website your team uses. Know who has watched your VidGuides and be sure your instructions are understood.

OnBase is a content services platform that provides turn-key industry and departmental solutions tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase can automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT. OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to e

Droplet makes digital transformation easy with robust forms, streamlined workflows, and data-driven insights. Digital forms and smart automation rules connect teams and departments like never before. Shared to-do lists and ping-ponged emails are replaced by hands-free automation. Validated data is always clean and automatically delivered to important systems. No more manual data entry or user errors. Droplet brings together everything you need to manage the data and requests that power your organization. Everything you need to power processes for human resources, finance, information technology, and everything in between. Operational inefficiencies prevent you from focusing on high-impact strategic work. Integrating your work from start to finish frees you up to focus on what you do best. One central location for requesting, tracking, and learning from data means less context switching and more collaboration. Keep everyone in the loop without all of the calls and emails.

Compliance Management Made Easy More supplier management. Less third-party risk. Join us with the next evolution of compliance management. ComplyWorks’ solutions are flexible, scalable and affordable, so you can go beyond basic governance, risk management and compliance (GRC) requirements. If you already have a GRC process, we will help you take this process to your third parties for a consistent approach throughout your global operations. With our global capabilities and local deployment, we currently provide solutions to clients in over 120 different countries – and growing. At ComplyWorks we realize that safety and compliance involve real people. That's why our clients come to us every day to help them achieve the best-managed operations. This allows ComplyWorks clients to reduce costs, risks and liability across their global operations.