Usable in the cloud or downloaded on-premise 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.
The Fastest Way To Manage Workflow Without Programming
WorkflowFirst comes with a multitude of sample forms. The possibilities are endless.
CRM Workflow
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!
Employee Onboarding
Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Watch us create it here.
Purchase Requisition
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.
Leave Request
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.
Organize Your Company Workflow
With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming.
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 chatbots, kiosks, QR codes, or emails. 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
Tons of security features. Unlike KissFlow, Download to your own network for maximum security. With Active Directory integration, e-Signatures and more.
Never Lose Track
See the status of all submitted forms, with daily reports, so you'll never lose track of your workflow. Temporarily delegate tasks to others when you're away so they're not forgotten.
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 optimized for smartphones and tablets, and providing the ability to approve or reject through email, you can keep workflow going from anywhere.
Fully Customizable & Extensible Enterprise-Scale
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.
Some of the Technical Features
SQL Server
Stores all form data in native tables in Microsoft SQL Server
Cloud / On-Premise
Runs in the cloud, or download to your premises (Windows/IIS)
Whitelabel
Fully configurable and extensible, can even be white-labeled
APIs for Integration
Comprehensive APIs (C# / REST) for integrating with other systems such as an ERP
Extensive Security
Extensive security settings, with Active Directory integration available
Search
Built-in Search Engine for finding records fast.
Affordable Packages
WorkflowFirst is available either in the cloud or can be downloaded for a private installation
Bronze Level
Cloud Service *
In The Cloud, From Anywhere
Free Trial for 14 Days
Unlimited Apps
Unlimited Users
Transaction Cap*
Customizable Forms
Limited Support **
On-Premise
Gold Level
Pro Edition, Site License
Download and Install
Optional Cloud Account*
Unlimited Transactions*
Unlimited Users / Apps
Customizable Forms
Use SQL Server & IIS
Active Directory integration
Contact Us for Up-Front Pricing
Deluxe Level
WorkflowFirst + Staff.Wiki
All Features of Gold Edition
Includes Staff.Wiki Enterprise
Policy/Procedure Library
Risk Management Module
Compliance Module
Use SQL Server & IIS
Active Directory / SSO
* 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.
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