Best Workflow Management Apps for iPhone

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

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.

A patented workflow engine, named “Ganges” offers user definable workflow and Business Process Management (BPM) capability for sales order management, CPQ (Configure, Price, Quote), order management, service provisioning, trouble ticketing, to-do lists etc. A visual process designer is available to rapidly design a workflow process, with conditional flows, setup email templates, a scheduled reminder for long waiting tasks, interact with external systems with APIs with no or low code. Advanced search capability provides the ability to search into the history of all past tickets and use them as a knowledge base. Security is set up at a user level on what users can read, edit or act on a specific process and state. Provisioning activities such as New , Change Requests, Tasks, Incidents, and Problems are controlled, tracked and completed fully with the workflow engine. Integrated with Cadebill modules, workflow offers the highest productivity and value in any operation.

Interfacing enables organizations to design and automate governed workflows for approvals, change requests, quality events, CAPA, audits, risk assessments, training, document lifecycle activities and other business processes. Workflows can include role-based assignments, routing rules, notifications, escalations, electronic signatures and audit trails. Because workflow management is integrated with the IMS repository, tasks remain connected to the processes, documents, risks, controls and business data they support.

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.

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.

Empower End-Users With Automation Automation is the power that runs through service and support solutions. You can apply automation across data, workflows, applications, and systems. From closing tickets faster to reducing escalations and hand-offs to creating process workflows for better cross-team collaboration automation enhances your support. Automation drives efficiency, improves performance, and reduces costs for any type of service. Looking to improve HR onboarding or tuition reimbursement? Looking to build a better service catalog for employees to purchase from? These are just a few ways you can improve your enterprise-wide services with automation. Serviceaide has a portfolio of service solutions.

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.

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.

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day.

Planview AgilePlace is a kanban-based work management product for teams and cross-team delivery. It turns tasks, steps, and handoffs into visual boards and cards, making status clear at a glance. Its kanban mechanism works across Agile, waterfall, hybrid, and flow-based delivery. Key capabilities: • Configurable boards for Scrum, Kanban, SAFe, hybrid, or portfolio-level use • Drag-and-drop cards with priority levels, card types, sizing, and due dates • WIP limits and blocked-status flags to catch bottlenecks early • Cross-team dependency tracking and fast replanning • Scales from single-team boards to portfolio-level views • OKR integration connects team work to shared objectives • Connects to existing tools through Planview Hub, supporting mixed methodologies without standardization

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

LionOBytes is a growth-driven SaaS-based business solution provider, with a strong presence in both the USA and Indian markets. The company specializes in empowering small to mid-sized businesses with its cloud-based unified solutions, including LionO360 CRM, FSM, and ERP. These tools help businesses effectively manage customer relationships, optimize field service operations, and streamline enterprise resource planning, all while enhancing efficiency and reducing costs. LionOBytes is committed to driving business growth and enabling companies to thrive in the competitive digital landscape by offering scalable and effective solutions tailored to evolving business needs.

eMeetings is a Digital Board Meeting solution that makes the experience of organising, conducting and following up on Board Meetings, simple and convenient. Trusted by 100+ Companies across Asia, eMeetings has been the preferred choice for some of the biggest banks, NBFCs and Corporate Groups to redefine their Board Meeting experience. The solution offers comprehensive features beneficial for both, the Administrators as well as the Board Members - It helps in creating meetings and set agenda points, upload reports and annexures. - It facilitates consolidation of agenda in a single document, draft MOM approval and signed MOM repository. - The meeting documents can be shared securely to the Board members on their devices. - It offers safe and secure communication with zero leaks, fully paperless operation

Asana is a collaborative work management platform that brings teams, projects, and goals together in one centralized workspace. It helps organizations plan, track, and deliver work more efficiently by connecting daily tasks to strategic objectives. With built-in AI capabilities, Asana reduces manual effort by automating updates, surfacing insights, and keeping work on track. The platform supports teams of any size, from small businesses to large enterprises, across a wide range of use cases. Asana integrates with over 300 popular business tools, making it easy to fit into existing workflows. Strong security, compliance options, and Asana Gov make it suitable for regulated industries and government agencies. Trusted by a majority of Fortune 100 companies, Asana is designed to scale as organizations grow.

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.

Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.

Quixy is a cloud-based, user-friendly platform that enables businesses to build and manage enterprise-grade applications quickly and effortlessly. Designed for today’s fast-paced environment. Quixy empowers users without coding skills to create applications up to ten times faster using a simple drag-and-drop interface. With an integrated cloud database, enterprise-grade security, and scalable infrastructure, Quixy enhances operational efficiency, transparency, and productivity. Whether building custom applications from scratch or customizing pre-built solutions, Quixy simplifies the development process, helping teams innovate and manage business processes seamlessly. It's the ideal platform for organizations seeking to streamline workflows, automate tasks, and drive growth efficiently. Schedule a Demo now with Quixy

Flexible and easy to use, Acquia DAM (Widen) helps brands manage and distribute assets across teams, tools, and channels. A highly configurable metadata schema provides powerful, business-specific search and workflow capabilities. Plus, AI-powered auto tagging makes assets instantly findable. Sync content across systems using the API or pre-built integrations with over 50 tools, from creative suites to project management. Product-based companies use Acquia DAM to build a unique 360º view of their product content. It displays product associations and cascades parent level values to variants. Quick start implementation gets you up and running in two weeks. Acquia DAM is available standalone or as part of Acquia Digital Experience Platform (DXP).

Low-code BPMS, helps mid-size and large companies automate, and improve business processes while staying aligned with enterprise architecture and IT policies. Business and IT teams can quickly build and adapt workflows without deep coding skills. BPM suite supports common use cases like CapEx approvals, procurement management, customer order handling, document tracking, and approval workflows. Built-in EA tools allow teams to map business capabilities, link them to processes and systems, and manage change with full traceability. With a visual process designer, data modeling, access control, and integrations with ERP, CRM, and DMS systems, it replaces manual routines and email approvals with structured, transparent workflows. Available both in the cloud and on-premises, it ensures flexibility, compliance, and fast time-to-value for enterprise-wide automation.

Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.

Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals.

PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!

Assembly is an automated, all-in-one communication, collaboration, and engagement hub that helps organizations engage, find meaning, stay informed, and save time at work. It's a flexible platform that brings together people, knowledge, and engagement into one secure place. From peer-to-peer recognition and nominations to announcements, wins and anonymous suggest boxes, your team will see immediate improvements in morale, collaboration, and knowledge sharing. Engage your team Building a community is challenging in today's world, and effective communication, engagement, and cross-functional collaboration are essential for retention and workplace happiness. Make collaboration seamless Get your team in sync to maximize problem-solving and decision-making. Get structured feedback, run more effective meetings, and hold team stand-ups to ensure alignment. Built-In Integrations Engage where you already work. Enjoy over 40 integrations to make work easier and seamless.

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation. At any time, see your overall workload, know what to work on next, understand current priorities, and be able to easily re-organize work when the business goals change. We have created a platform that will replace 15+ separate applications your team may have to use today. With rich functionality and with all data connected, you will finally be able to manage work effectively. Boost your team's collaboration and create true transparency with Action Required powering your communication. GoodDay comes with out-of-the-box support for all modern PM methodologies including Waterfall, Scrum, Kanban, and more.

Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders i

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.

OurPeople is a communication and engagement platform designed specifically for organizations with frontline, deskless, and dispersed employees who are often the hardest to reach with traditional workplace tools. Unlike email or chat apps that quickly become cluttered and inaccessible, OurPeople provides a secure, mobile-first hub where managers and team members can connect in real time. Companies use OurPeople to deliver announcements, send two-way messages via SMS or in-app, collect feedback through forms and surveys, and share essential documents or checklists all in one place. This approach eliminates the need for multiple disconnected systems and ensures every employee, regardless of location or access to a desk, stays informed and engaged. The platform also integrates with leading HR systems to automatically sync staff information, reducing manual work and preventing errors when employees join, leave, or change roles.