WorkflowFirst: Free Workflow Software, Forms Approval, Without Programming

Create Forms, Databases &
Approval Workflow
To Get Organized

Easily create a database of forms and tasks, assign and track them. Get Organized. No Programming Required.

Overview     Tutorial     FAQ

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.

The Fastest Way To Manage Workflow
Without Programming

WorkflowFirst comes with a multitude of template forms, along with a full CRM and Asset Manager for you to customize. The possibilities are endless.

  • Customer Management

    We give you a full CRM to customize! Manage deals, customers, products, change requests, email & calendar integration, phone integration and much more!

  • Document Approval

    Submit documents and have them automatically routed to employees or groups for reviewing, and then have it stored securely in a database.

  • Task Management

    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.

  • Policies & Procedures

    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.

Organize Your Company Workflow

With WorkflowFirst you get a customizable forms package, database and workflow engine in one simple-to-use interface that anyone can easily setup.

Create Forms

With our automatic-layout engine, creating forms is as easy as listing the fields you want to capture.

Organize Forms

Organize your forms into folders in a hierarchy, letting you provide thousands of forms without cluttering up your system.

Capture Anywhere

Capture forms on a smartphone, through QR codes, or even through emails or SMS. We're serious about capturing data.

Automatically Route Forms

Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.

Send As Approval, Task or Notification

For an approval item, users can approve or reject. For tasks they simply have to say when it's complete. For any type, you can delegate or defer items to a later date.

Security First

Sign requests or approvals right on the screen from any touch screen or smartphone. Set up SMS-based authentication or Digital Signatures for important approvals.

Never Lose Track

See the status of all submitted forms, with daily reports, so you'll never lose track of your workflow.

Powerful Scripting

Optionally take your app to the next level with a simple and intuitive scripting language built to empower business analysts.

Dashboard

Get the big picture, instantly seeing how many items are in your to-do list, whether any are urgent, and the status and history of your requests.

Enforce Procedures

The form routes become your company procedures, fully centralized, and accessible to all, enforcing proper authorization and limits as you configure them.

Your Company Database

The central repository of all submitted forms will quickly become your company database, with reporting, Excel integration and full Google-like searching built-in.

Workflow On-The-Go

With a pure web interface accessible from smartphones and tablets, and even the ability to approve or reject through email, you can keep workflow going from anywhere.

Fully Customizable & Extensible
Enterprise-Scale

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.

Technical features:

  • Stores all form data in native tables in Microsoft SQL Server
  • Runs in the cloud, or privately on your premises (Windows/IIS)
  • Fully configurable and extensible, can even be white-labeled
  • Comprehensive APIs (C# / REST) for integrating with other systems
  • Extensive security settings, with Active Directory integration available

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.

Affordable Packages

WorkflowFirst is available either in the cloud or as a private installation

  • Free Express Edition

    Download, Requires Windows

    • Run On Your Own Network
    • Requesters Always Free
    • 3 Approvers Free, Then $99, One-Time
    • Slower Database Suitable for Trial, Infrequent Use
    • Upgrade to Pro for Faster, More Scalable Use (3x Price)
    • Limited Support **
  • GOLD PARTNER

    Pro Edition, Site License

    $ 250 ONLY
    / month
    • Cloud Account* +
    • Download and Install
    • Unlimited Transactions*
    • Unlimited Users / Apps
    • Customize AssignCRM & AssetChief
    • Use SQL Server, IIS &
    • Active Directory integration
    • Contact Us for Up-Front Pricing



* 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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