A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture.
WorkflowFirst is a database powered by workflow that you can use in the cloud or download for maximum security.
Quickly create a hierarchical database then add processes to create assignments and workflow. WorkflowFirst turns it into a full web app with a click of a button.
WorkflowFirst comes with a multitude of sample forms. The possibilities are endless.
The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more!
Submit the purchase req, have it send to a manager for review where they can approve or reject the request. Watch us create it in a few minutes here.
Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Watch us create it here.
With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. Watch us create the workflow here.
WorkflowFirst is a workflow software and Business Process Management tool (BPM) that lets you easily add new forms, in seconds.
But it also provides features for implementing far more advanced forms, with dependent dropdown lists, multiple nested forms, calculated fields, and advanced layout options. It provides extensively configurable user permissions, a PDF reporting engine built-in, and advanced features like a powerful (but easy to learn) scripting language - if you ever need to implement workflow that requires special logic.
WorkflowFirst lets you create workflow out of any form in your organization, whether that form is defined in WorkflowFirst, or entered in a different application - through the extensive APIs in WorkflowFirst any action can be routed through the workflow system, so that everything can be managed in one place.
WorkflowFirst is available either in the cloud or can be downloaded for a private installation
Cloud Service *
Pro Edition, Site License
WorkflowFirst + Staff.Wiki
* Cloud service limited to 1000 transactions per month. Should your account exceed that amount, your account may have to move onto a separate server at additional cost. ** Support limited to installation and basic use provided through user forum. *** Discounts may be available for qualifying non-profit organizations, please contact us for more information.