Best Workflow Management Software with a Free Trial
View:
Compare the Top Workflow Management Software with a Free Trial as of January 2026
Sort By:
What is Workflow Management Software with a Free Trial?
Workflow management software is a type of software designed to help organizations streamline their business processes. It allows users to create and track tasks, assign them to team members, and monitor progress in real-time. The software can also automate routine tasks and send notifications when deadlines are approaching. With its user-friendly interface, team collaboration is made easier and more efficient. This software is commonly used in various industries such as healthcare, finance, manufacturing, tech, and more. Compare and read user reviews of the best Workflow Management software with a Free Trial currently available using the table below. This list is updated regularly.
-
1
Shift
Shift Technologies Inc.
Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on.Starting Price: Free -
2
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
3
WebCatalog Desktop
WebCatalog
WebCatalog Desktop is our flagship product, built alongside Singlebox, a privacy-first multi-account browser, and Switchbar, a smart link handler that lets you choose which browser or profile to open links in—bringing even more flexibility and control to your digital workspace. WebCatalog Desktop is an all-in-one platform designed to help professionals and teams organize and manage all their web apps and accounts on Windows and macOS. It lets you transform any website into a standalone desktop app, eliminate browser tab overload, and easily switch between multiple accounts for the same service without constant logins. Each app runs in its own secure sandbox, safeguarding your data and preventing cross-site tracking. With unified notifications, customizable layouts, workspace grouping, and cross-platform sync, WebCatalog Desktop delivers a seamless, organized, and distraction-free digital workflow.Starting Price: Free -
4
CMW Platform
CMW Lab
Design and manage complex workflows with role-based routing, conditions, and integrations — all in a visual low-code environment. Adapt fast to change while maintaining governance and performance.Starting Price: $29/user/mo -
5
Interfacing Integrated Management System (IMS)
Interfacing Technologies Corporation
Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.Starting Price: $10/month/user -
6
MaintainX
MaintainX
MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities. MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail. Here's what we digitize and take away from the clipboard: - Safety Procedures - Environmental Checklists - Tooling & Gauge Reporting - Maintenance Procedures - Auditing/Inspection Workflows - Training Checklists We allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations.Starting Price: $0/month/user -
7
Quickbase
Quickbase
Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern and continually improve an ecosystem of custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today.Starting Price: $600 per month -
8
Hubstaff
Hubstaff
Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement.Starting Price: $4.99/user/month -
9
Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
10
Jotform
Jotform
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.Starting Price: $34 per month -
11
Connecteam
Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.Starting Price: $29 for up to 30 users -
12
Retool
Retool
Retool is an AI-powered platform that enables teams to build internal software, agents, and workflows faster using natural language and composable building blocks. It allows users to go from a simple prompt to a fully deployed application that works with their existing data, systems, and business rules. Retool connects seamlessly to databases, APIs, LLMs, and external tools to create production-ready applications. The platform supports building AI agents, dashboards, workflows, and full-stack internal apps with flexibility and control. Teams can design interfaces visually, customize logic with code, or generate components using AI assistance. Retool integrates with modern developer workflows, including version control, CI/CD, and testing. Overall, it helps organizations reduce development time while maintaining enterprise-grade security and reliability.Starting Price: $10 per user per month -
13
Odoo
Odoo
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.Starting Price: $25.00/month/user -
14
Innoslate
SPEC Innovations
Innoslate offers a robust Workflow Management solution that helps organizations design, monitor, and optimize workflows to ensure operational efficiency and productivity. With its intuitive interface and powerful capabilities, Innoslate enables you to visualize processes, automate tasks, and streamline collaboration—all in one integrated platform. Intuitive Workflow Design: Use drag-and-drop tools to create and modify workflows, ensuring they align with your business goals. Task Automation: Automate repetitive tasks to reduce manual effort and increase efficiency, freeing your team to focus on high-value activities. Real-Time Monitoring: Track progress, identify bottlenecks, and address delays with real-time insights into workflow performance. Simulation and Testing: Analyze workflows using built-in simulation tools to identify potential issues and optimize processes before implementation. Seamless Collaboration: Communicate seamlessly with stakeholders on a centralized platform. -
15
ActiveBatch Workload Automation
ActiveBatch by Redwood
ActiveBatch by Redwood makes setting up and launching automation easy with no custom scripting required. With a low-code Super REST API adapter, over 100 pre-built job steps and a user-friendly drag-and-drop workflow designer, you can integrate across any system, application and data source, on-prem, in the cloud or in hybrid environments. Maintain complete control and visibility and meet SLAs with monitoring of all automation from a single pane of glass and get custom alerts via emails or SMS. Managed Smart Queues dynamically scale resources for high-volume workloads, reducing process times while the self-service portal enables business users to run and monitor workflows independently. ActiveBatch meets security and compliance standards, with ISO 27001 and SOC 2, Type II certifications, encrypted connections and regular third-party tests, always keeping security at the forefront. Along with ongoing product advancements, get the added benefit of 24x7 support and on-site training. -
16
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
17
Titan
Titan
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!Starting Price: $12 per month -
18
SafetyCulture
SafetyCulture
SafetyCulture is a workplace operations platform trusted by 85,000+ teams to work safely, meet higher standards, and improve every day. 1. Streamline operations by eliminating paper processes - with simple checklists your teams can complete on any device. 2. Get the job done with seamless task and issue management - whether a team member spots something that needs fixing during an inspection, or while on the go, it’s easy to create and assign tasks to hold the right people accountable. 3. Reduce downtime with total asset visibility - gain unique visibility via sensors and telematics data o 4. Onboard, train, and upskill teams seamlessly - deliver bite-sized training that fits into the flow of your team’s work. No matter the device or location. 5. Workplace communications fit for the frontline - close the communication gap with a message system frontline teams love to use.Starting Price: $19.00/month/user -
19
Epsilon3
Epsilon3
Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion.Starting Price: $100/user/month -
20
GW Apps
GW Apps
Workflow automation is where GW Apps excels. Create sophisticated, multi-level workflows with rules, parallel paths, notifications, and approval chains—all without code. Automate repetitive tasks, enforce consistency, and gain real-time status tracking and auditability. From expense requests to onboarding and vendor management, GW Apps lets you adapt workflows quickly as policies change, improving speed, accountability, and cross-team coordination.Starting Price: $99/month / 15 users & 3 apps -
21
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
22
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.Starting Price: $500/month -
23
Bordio
Bordio
Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.Starting Price: $5.99 per user per month -
24
Comidor
Comidor
Comidor is a cutting-edge Low-code, Intelligent Automation Platform that enables fast-growing businesses to orchestrate, automate, and autonomize their operations. The platform combines low-code/no-code application development, BPM, workflow automation, RPA, AI, and ML, driving intelligent transformation. • High-productivity Low-Code Application Designer that enables business users with no coding knowledge to design, build, and deliver business applications with minimal effort at high speed. • Intelligent Automation that integrates BPM and Workflow Automation with RPA and AI/ML to streamline, optimize, and automate end-to-end processes • Application Marketplace with a wide variety of ready-to-use business apps suitable for every business need, such as Enterprise Collaboration, Project Management, HR Automation, CRM & Sales, Document Automation, Finance & Accounting. • Digital Workplace that provides a modern digital business environment where people and bots work together -
25
Mission Control
Aprika Business Solutions
Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.Starting Price: $39 per user per month -
26
LionO360 ERP
LionO360
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.Starting Price: $19 per month -
27
Docubee
Docubee
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.Starting Price: $9 per month -
28
PDF Automation Server
Qoppa
PDF Automation Server – PDF Processing Server PDF Automation Server is a modular server product that provides a rich set of PDF processing functions for different environments. Use PAS as an essential tool to streamline your PDF processing, document workflows and web service orchestration in your organization. REST API Module Use REST API calls to easily integrate into your existing document workflows HTML5 PDF Module Convert documents and serve end-users PDF files directly in the browser Workflow Module Automate the receiving, processing & routing of documents with the PAS Workflow Module Robust REST API PDF Automation Server provides a complete set of PDF processing and conversion functions in a robust REST server environment that can easily integrate into your existing document workflows and work with 3rd party integration and orchestration products. HTML PDF Markup Module PDF Automation Server provides a module to enable markup of PDF documents in the browser.Starting Price: $2,400 -
29
Monkedo
Z Yazilim
No-code automation tool where you can build custom workflows. Integrate apps, use browser extensions, and manage data with tables and value stores. Build apps or enhance your software with integration provider. All-in-one no-code solution. No-Code Simplicity Build automations effortlessly with Monkedo’s drag-and-drop interface—no coding required. Integrate Apps Integrate 400+ apps, thousands components. Browser Extention Extract data from websites using our browser extension. Flexible Workflows Automate tasks, manage data, and customize workflows with ease. Create iterate flows. Integration Provider Enhance your apps with Monkedo’s cost-effective integration capabilities. Create Apps & Dashboards Design custom dashboards and apps for teams without coding. Automation Templates Share, access, and customize automation templates to boost efficiency.Starting Price: $10 per month -
30
Boombirds
Softborne Technology Solutions Pte Ltd
Boombirds is a cloud-based SaaS digital platform helping Professional Firms to avoid the chaos of their day to day operations, and focus on growing their business. Designed for business users, no technical skills required, Boombirds empowers you to rapidly transform your manual processes into unlimited, actionable, procedure-based workflows in minutes. The ideal solution for remote teams. Never leave money on the table again with all activities automatically time-logged so you can easily report on productivity of employees and hours spent for billing clients. Boost productivity, spot bottlenecks, eliminate waste & ultimately free up your time with a bird’s-eye view of your operations via multi-dimensional Kanban-inspired smartboards. Guarantee accountability & compliance with your operating procedures using your own defined steps, checklists & meaningful data capture. Invite customers, provide status visibility, collaborate contextually, & collect feedback with ease.Starting Price: $5 per user per month
