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Software type

Workflow automation

Automate forms, approvals, rules, routing, and repeatable processes.

Products to investigate

AgilePoint

AgilePoint

AgilePoint is a low-code BPM platform for process modelling and workflow management.

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Airtable (Formagrid, Inc.)

Airtable

Airtable lets non-technical users or an AI assistant construct custom relational database applications rather than focusing on one business domain.

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Appian

Appian

Appian is a low-code platform for building applications that combine process orchestration, automation, data, and AI.

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Approveit

Approveit

Approveit is a Slack- and Microsoft Teams-native approval-workflow tool for invoice approvals, purchase requests, and departmental approval chains.

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Automation Anywhere, Inc.

Automation Anywhere

Automation Anywhere is an Automation Success Platform combining robotic process automation with generative-AI capabilities via its Automation Co-Pilot.

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Beacon Apps Ltd

Beacon

Beacon supports charity-wide supporter and beneficiary relationship management across fundraising, events, membership, case management, volunteering, and grantmaking.

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Bitrix24

Bitrix24

Bitrix24 combines contact and company records, communication history, sales and marketing tools, customer support, tasks, projects, and workflow automation in one workspace.

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Bizagi

Bizagi

Bizagi is a BPM and workflow-automation platform for modelling, automating, and optimising business processes.

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Bonitasoft

Bonita

Bonita is an open-source and commercial BPM platform for building and running business-process workflows and approvals.

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Bonterra

Bonterra Case Management

Apricot tracks participants through structured human-services programme delivery, including enrolment, caseloads, referrals, compliance, and outcomes.

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Casebook PBC

Casebook

Casebook supports case-based human and social-services delivery from intake and assessment through service provision and outcome reporting.

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CaseWorthy, Inc.

CaseWorthy

CaseWorthy supports multi-programme, cross-agency whole-person case management with a unified individual or family record and compliance reporting.

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Cavintek

Cflow

Cflow is a no-code approval-workflow automation platform for finance, procurement, HR, IT, and operations processes.

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Comidor

Comidor

Comidor is a low-code hyperautomation platform for building and running business-process workflows and approvals.

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Creatio

Creatio CRM

Creatio CRM brings customer records and workflows for marketing, sales, and service into one AI-enabled, no-code platform.

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dForms

dForms

dForms is an Australian-built platform for digitising paper forms and automating form-triggered approval and business workflows.

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Flokzu

Flokzu

Flokzu is a cloud BPM platform for cross-functional, multi-step processes that require approvals, business rules, and traceability.

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FloQast, Inc.

FloQast

FloQast automates accounting workflows for close management, account reconciliation, journal entries, compliance, audit readiness, consolidation, and record-to-report.

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Flowingly Limited

Flowingly

Flowingly is a New Zealand-founded no-code workflow-automation platform for building forms, approvals, and rules-based process routing.

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Fluix

Fluix

Fluix is a mobile-first workflow platform for field teams to digitise inspections and checklists and route approvals, including offline.

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Formstack

Formstack

Formstack is a forms-and-workflow-automation platform with step logic, conditional routing, and group approvals.

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GW Apps

GW Apps

GW Apps is a no-code platform for building internal business apps with multi-level, rule-based approval chains and audit trails.

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Jotform Inc.

Jotform

Jotform is an online form builder and workflow automation platform for building forms, collecting payments, e-signatures, and mobile data collection.

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Keap

Keap

Keap combines contact and company records, client activity and communication history, sales pipelines, marketing automation, appointments, invoices, and payments.

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Kianda

Kianda

Kianda is a low-code process-automation platform for building forms and approval workflows such as expense claims, purchase orders, and incident reporting.

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Cybozu, Inc.

Kintone

Kintone lets non-technical staff build custom record-based database and workflow applications rather than providing one fixed business-domain system.

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Kissflow

Kissflow

Kissflow is a low-code BPM platform with pre-built approval-workflow templates for purchase requests, onboarding, expense approvals, and leave management.

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Laserfiche

Laserfiche Forms/Workflow

Laserfiche Forms/Workflow is a forms-driven approval-routing and multi-step process-orchestration module of the Laserfiche content-management suite.

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Make

Make

Make is a visual automation platform for connecting apps, data sources, and AI models to build automations and AI agents visually, in code, or with a prompt.

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Microsoft

Microsoft Dynamics 365

Microsoft Dynamics 365 provides connected applications for managing customer records and interactions across sales, marketing, customer service, and field service.

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Microsoft

Microsoft Power Automate

Microsoft Power Automate combines cloud workflow automation, robotic process automation, and Copilot-powered AI agents to automate business processes.

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Moxo

Moxo

Moxo is a workflow-builder platform for cross-organisational processes such as client onboarding, contract approvals, and document collection.

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n8n GmbH

n8n

n8n is an AI workflow automation platform for building AI agents and workflows, available self-hosted or in the cloud.

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Ninox

Ninox

Ninox is an AI-assisted low-code platform for business teams to build custom database applications, documents, and automated workflows.

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Nintex

Nintex Automation (K2)

Nintex Automation is a cloud and on-premises workflow-automation platform for orchestrating rules-based workflows and approvals across teams and systems.

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onPhase

onPhase AP Automation

onPhase AP Automation captures invoice data, manages coding and approvals, matches purchase orders, supports payments, and synchronises financial systems.

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Pipefy

Pipefy

Pipefy is a BPM/workflow platform for procurement, HR onboarding, finance approvals, and internal service-delivery processes.

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Pneumatic

Pneumatic

Pneumatic is a cloud workflow tool for small-to-mid teams to design, run, and track recurring business processes without developer involvement.

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Process Street

Process Street

Process Street is a checklist and workflow-automation platform with conditional logic and approvals for repeatable business processes.

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ProcessMaker

ProcessMaker

ProcessMaker is a low-code BPM platform with a BPMN 2.0 designer for building and running approval and routing workflows.

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Quickbase

Quickbase

Quickbase lets teams build connected applications without coding to manage complex projects, resources, field work, and repeatable workflows.

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Redwood Software

Redwood Finance Automation

Redwood Finance Automation automates record-to-report, close, reconciliation, journal, and other finance processes across enterprise systems.

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Rippling People Center Inc.

Rippling

Rippling is a workforce-management platform combining an HRIS, payroll, benefits administration, applicant tracking, and IT/device management on one employee record.

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Salesforce

Salesforce CRM

Salesforce CRM provides shared customer and organisation records, interaction history, sales, marketing, service, commerce, analytics, and workflow automation.

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Salesforce

Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud supports fundraising, donor and stakeholder relationships, programme delivery, volunteer management, grantmaking, and outcomes on the Salesforce platform.

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Silverfin NV

Silverfin

Silverfin provides an AI-assisted cloud platform for accounting firms to standardise client accounts, automate working papers and compliance, and produce financial reports.

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Areanet Pty Ltd

SmarterSoft

SmarterSoft is a vendor-mediated no-code platform used for case-managed service delivery and Australian funding and compliance reporting.

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SuiteCRM Ltd

SuiteCRM

SuiteCRM is open-source CRM software that centralises customer data and interactions across contacts, organisations, sales, marketing, service, cases, and workflows.

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SutiSoft, Inc.

SutiCRM

SutiCRM combines customer account and activity histories with sales, marketing, service cases, contracts, workflow automation, and AI-assisted lead and deal management.

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The Red Fox Group

SwiftFox

SwiftFox manages people, organisations, their relationships, roles, interaction histories, communications, memberships, fundraising, events, and campaigns.

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Tall Emu

Tall Emu CRM

Tall Emu CRM connects customer and company records, relationship and activity histories, sales, support, inventory, orders, manufacturing, and fulfilment for Australian and New Zealand businesses.

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Tallyfy

Tallyfy

Tallyfy is a workflow-automation platform with forms, deadlines, conditional rules, and approvals for repeatable business processes.

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Tray.io, Inc.

Tray.ai

Tray.ai is an AI-ready integration and automation platform combining iPaaS with a Merlin Agent Builder and governance for deploying AI agents.

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UiPath, Inc.

UiPath

UiPath is a business orchestration and automation platform combining robotic process automation, agentic AI, and process orchestration with governance.

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Vtiger

Vtiger CRM

Vtiger CRM gives marketing, sales, and support teams a shared customer record covering contacts, interactions, deals, campaigns, support cases, and workflows.

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Workato, Inc.

Workato

Workato is an integration and automation platform combining iPaaS with an Agent Studio for building custom AI agents and orchestrating workflows.

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Advantys

WorkflowGen

WorkflowGen is a no-code workflow-automation engine for building approval-routing and business-process applications.

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Zapier Inc.

Zapier

Zapier connects 9,000+ apps and lets teams build automated workflows and autonomous AI agents that take action across connected tools.

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Zoho

Zoho Creator

Zoho Creator is an AI-assisted low-code platform for building custom web and mobile applications with data collection, process automation, analytics, and integrations.

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