Easily create a database of forms and tasks, assign and track them. Get Organized. No Programming Required.
WorkflowFirst is a database powered by assignments and workflow. Quickly create a database with folders and sub-folders, then add procedures to create assignments and workflow. WorkflowFirst turns it into a full web app with a click of a button.
We give you a full CRM to customize! Manage deals, customers, products, change requests, email & calendar integration, phone integration and much more!
Submit documents and have them automatically routed to employees or groups for reviewing, and then have it stored securely in a database.
Fill out the task form and submit it, have someone assign it to a user, and automatically have it sent to their supervisor for approval. Users get daily reports of tasks to complete.
Manage and enforce all your company policies and procedures in one place. Ensure compliance by easily documenting and tracking all requests and approvals, making auditing a breeze.
WorkflowFirst 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 configurable user permissions, a 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 as a private installation
Download, Requires Windows
* Cloud service limited to 1500 transactions per month. Should your account exceed that amount, your account may have to move onto a separate server at additional cot. ** Support limited to installation and basic use.
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