Best Workflow Management Software in South America

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.

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.

Planfix helps organize how work moves between employees, teams, and stages. Custom statuses and scripts make handoffs predictable: the right person can be assigned automatically, reminders can be sent on time, and task data can change as work progresses. Planner views let different teams see the same workflow from the perspective that matters to them – by stage, employee, priority, project, or another parameter. Because communication, files, history, and process data remain attached to the task, the next person receives not just an assignment but the context needed to continue the work.

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.

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.

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

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.

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.

Flowbiz™ is a powerful charting, automation workflow and integration solution. Users can process and report on any activity, for any industry, anytime, anywhere. Flowbiz™ offers a highly scalable, robust and versatile all-in-one solution that gives a business everything needed to digitally transform their processes and operations to save time and cost. It is cloud-based, offers high security plus a pack of other features starting from $5 AUD dollars for Designer for charting , $18 AUD for Tasker and $35 AUD for AutoTasker per user per month for semi-automation and full systems automation so users do nothing. Users can chat, design and implement process changes from one powerful tool. Simply, click to start, upgrade and get automation going in real time.

Business Process Management Software (BPMS) & BPM Workflow Automation Tool. Companies need workflow, forms, compliance, and automation routing support. Our low-code options make creating + editing workflows simple. Our best-in-class forms capabilities, make it possible to rapidly build forms, forms logic, and workflows for forms-driven workflow processes. Companies have many existing systems in place that need to work with each other. Our business process integrations across systems are loosely-coupled + intelligently integrated. When you use FlowWright to automate your business, you gain access to standard metrics and metrics that you define. BPM analytics are a key part of any BPM workflow management software solution. FlowWright can be deployed as a cloud solution or deployed in an on-premise or .NET hosted environment (including AWS and Azure). It was built in .NET Foundation C# code and all tools are fully browser-based, requiring no plug-ins.

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

AMFG is the leading automation software for low-volume, high-mix manufacturers. With customers in 25 countries and offices in the US, UK and Europe, AMFG is a global leader in digital manufacturing. We partner with a range of companies from five-man job shops to blue chip OEMs including Volvo, HP and ArcelorMittal. We have over a decade of experience empowering our customers to speed up quoting times, streamline production and transform operations.

ProHance is a cutting-edge, global operations management platform. Top Fortune companies are using ProHance in their global centers to unlock the true value of their human capital. ProHance is enabling organizations to drive efficiency while optimizing employee utilization with deep insights on employee and team performance. Our SaaS-based modular approach allows an enterprise to effectively measure time and effort contribution with over 100 + customizable reports. Our clients trust ProHance and have experienced productivity gains of 15% – 30% in less than 3 months of deploying our solution. With 370,000+ users across 25 countries. ProHance is fast being accepted as a critical enabler for organizations to build a workforce that is connected, visible, engaged & optimized.

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).

ElectroNeek is an Intelligent Automation Platform transforming business process management in enterprises by integrating AI bots with employee workflows, automating routines, and helping humans to focus on more creative and strategic tasks. ElectroNeek provides a wide range of exciting low-code automation tools based on RPA, IDP, AI and GPT-4 (Conversational and Generative) technologies.

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.

Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.

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

Make is a visual platform for anyone to design, build, and automate anything—from tasks and workflows to apps and systems—without coding. SMBs, startups, scaleups, teams, and enterprises around the world use Make to scale their business faster than ever. Make enables people to connect and create workflows at the speed of their ideas. With Make, anyone can build like a developer, launching solutions across all industries and business areas at a fraction of the cost and time. Make allows teams to visualize, modify, and collaborate on processes that scale as quickly as their organization. Whether you’re integrating sales and marketing tools, automating a customer journey, improving business operations, or building a custom back-end system—creating on Make is powerful, intuitive, and playful. As our Maker community has shown us, when the experience of building sparks as much joy as the solution, there are no limits to what's possible.

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’.