Search results for Workflo.

No Code Workflow & Business Process Management Software

Unified Mortgage LOS, POS, CRM and Workflow Tool.

BayEngage is a comprehensive email and SMS marketing platform designed to help online businesses automate their marketing efforts and engage customers effectively. With an intuitive drag-and-drop editor and over 380 pre-built email templates, users can create personalized campaigns tailored to their audience. The platform supports advanced segmentation, allowing businesses to target specific customer groups based on shopping activity, email engagement, and location. BayEngage also offers robust automation features, including abandoned cart recovery, welcome series, and post-purchase follow-ups, ensuring timely and relevant communication with customers. Seamless integration with popular e-commerce platforms like Shopify, WooCommerce, and BigCommerce enables synchronization of store data, while the SMS marketing feature provides dedicated toll-free numbers and keywords for direct customer outreach. Additionally, BayEngage integrates with tools such as TargetBay Reviews, Smile.io, Recharge, Zapier, and Pabbly Connect, enhancing its functionality and adaptability to various business needs. Key Features and Functionality: - Email and SMS Campaigns: Create and automate personalized email and SMS campaigns using a user-friendly drag-and-drop editor and a library of over 380 customizable templates. - Advanced Segmentation: Target specific customer groups based on shopping behavior, email engagement, and geographic location to deliver more relevant content. - Automation Workflows: Implement automated workflows for scenarios such as abandoned cart recovery, welcome series, win-back campaigns, and post-purchase follow-ups to maintain consistent customer engagement. - E-commerce Integration: Seamlessly integrate with platforms like Shopify, WooCommerce, and BigCommerce to synchronize store data, including orders, customers, and products. - SMS Marketing: Utilize dedicated toll-free numbers and keywords to send targeted SMS campaigns, enhancing direct communication with customers. - Comprehensive Support: Access unlimited phone, email, and chat support to assist with account setup and campaign optimization. - Third-Party Integrations: Enhance functionality through integrations with tools like TargetBay Reviews, Smile.io, Recharge, Zapier, and Pabbly Connect. Primary Value and Solutions Provided: BayEngage empowers businesses to streamline their marketing processes by automating email and SMS campaigns, leading to increased efficiency and customer engagement. By offering advanced segmentation and automation features, the platform ensures that communications are timely and relevant, which can result in higher open rates and conversions. The seamless integration with major e-commerce platforms allows for effortless synchronization of store data, enabling personalized marketing strategies. Additionally, the inclusion of SMS marketing capabilities provides a direct channel to reach customers, further enhancing engagement and driving sales. Overall, BayEngage addresses the need for a cohesive and efficient marketing solution that helps businesses grow their subscriber base, recover abandoned carts, and foster customer loyalty.

Toloka Platform is a self-service data labeling and human-in-the-loop (HITL) infrastructure for AI teams building and evaluating large language models. Built on the same foundation used by Frontier AI Labs and Big Tech like Microsoft and Amazon, Toloka Platform gives AI researchers, ML engineers, and technical teams immediate access to high-precision human feedback workflows—without sales calls, procurement delays, or enterprise minimums. Core Capabilities: AI-Assisted Pipeline Design Describe your annotation goal in plain language ("I need to rank LLM outputs for safety"), and the built-in AI Assistant generates the complete workflow: annotator instructions, task interface, quality control logic (gold sets, overlap, consensus thresholds), and skill-based routing. What traditionally takes data ops teams days to configure now launches in minutes. Access to Expert Annotators Route tasks to a vetted workforce of 10,000+ contributors, including domain specialists in STEM, medicine, engineering, and technical fields, as well as PhD-level annotators for complex evaluation work. Continuous performance tracking ensures data quality at scale. Production-Grade Quality Controls Every annotation project includes built-in validation: 100% LLM-based QA coverage, customizable gold standard tests based on your own examples, inter-annotator agreement scoring, and real-time quality dashboards. RLHF and safety evals require ground truth you can trust to train on—Toloka Platform is designed for that precision. Fully Self-Service Workflow Sign up, upload unlabeled data (model outputs, prompts, or raw datasets), configure quality thresholds in the browser, and launch to annotators immediately. Results export as JSON. No API integration required. No vendor onboarding process. Pay per completed annotation with transparent, upfront pricing. Who Uses Toloka Platform: Teams working on reinforcement learning from human feedback (RLHF), constitutional AI, red-teaming evaluations, prompt engineering, model safety testing, and dataset generation for fine-tuning. Built for organizations that iterate on human feedback as rapidly as they iterate on code. Toloka Platform eliminates the data tax—the operational overhead that typically delays model evaluation and alignment work. From 10-task pilots to 10,000-task production runs, the platform scales with your needs without requiring contract negotiations or dedicated data ops headcount.

Amwork is a platform that provides businesses with a powerful builder to create a unique workspace that streamlines their business processes. The company's builder is designed to enable businesses to create custom workspaces with modules such as CRM, project management, HR, and everything concerning their business workflow. This helps businesses to collaborate more effectively and efficiently, allowing employees and partners to work together seamlessly. One of the main benefits of using Amwork is the easy setup process, which does not require coding knowledge, making it an ideal solution for businesses of all sizes. The platform provides an essential set of tools that enable businesses to automate their processes and reduce manual workload, improving productivity and profitability. By using Amwork, businesses can benefit from an organized and streamlined approach to their day-to-day operations. The platform's CRM module helps businesses to manage customer interactions, while the project management module enables teams to collaborate and manage projects efficiently. The HR module helps to manage employee records, benefits, and other HR-related tasks. With Amwork, businesses can manage all of these tasks in one central location, streamlining their workflow and reducing errors. Overall, Amwork is an essential platform that provides businesses with the necessary tools to streamline their business processes and improve collaboration, leading to increased productivity and profitability. Easy setup process: Amwork's platform is designed to make the setup process easy, and it does not require coding knowledge. This makes it an ideal solution for businesses of all sizes, allowing them to get started quickly and with minimal effort. Automation and reduced manual workload: Amwork provides an essential set of tools that enable businesses to automate their processes and reduce manual workload. This helps to improve productivity and profitability by freeing up time for employees to focus on more important tasks. Organized and streamlined approach: With Amwork, businesses can benefit from an organized and streamlined approach to their day-to-day operations. The platform's modules, such as CRM, project management, and HR, allow businesses to manage all of their tasks in one central location, streamlining their workflow and reducing errors. Improved collaboration: Amwork's platform is designed to enable businesses to collaborate more effectively and efficiently, allowing employees and partners to work together seamlessly. This can lead to increased productivity and profitability by promoting better communication and teamwork. Customizable workspace: Amwork's builder is powerful, allowing businesses to create a unique custom workspace with modules such as CRM, project management, HR, and everything concerning their business workflow. This helps businesses to create a workspace that meets their specific needs and requirements. Overall, Amwork provides businesses with the necessary tools to streamline their business processes and improve collaboration, leading to increased productivity and profitability.

HelloWorks converts documents and forms into intelligent workflows.

Linkbird is a content marketing platform with workflow software for teams.

Automatically Coordinate Processes and Workflows with Simple, Intelligent Checklists.

Consolidate visibility, analysis, and controls across security layers and workflows

Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record. What's included in every seat: • AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM. • AI Chat: ask questions about a client, a meeting or your whole book, and draft emails and meeting agendas from the answers. • Nudges and AI agents: timely prompts for birthdays, follow-ups, RMDs and large account swings, with the email or task already drafted. • Automations and project workflows: templates for onboarding, annual reviews, money movement and compliance, triggered by CRM changes. • Intake forms: branded client onboarding forms that fill straight into Slant, with PDF filling and DocuSign. • Client reviews: see who is due, overdue or scheduled, by service tier. • Prospecting: find best-fit prospects, enrich contact data and run pre-approved outreach sequences. • Opportunities, reports and dashboards. Slant connects to the systems advisors already use: custodians including Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James, Interactive Brokers and DST FANmail; Black Diamond, Addepar and Pontera; Google, Microsoft and Exchange email and calendars; Google Drive, OneDrive, SharePoint, Box, Dropbox, ShareFile and Egnyte; DocuSign; Calendly and other schedulers; phone and SMS providers including RingCentral, Zoom Phone and CurrentClient; Karbon; Zapier; and Claude and other AI assistants through Slant's MCP connection. Slant is SOC 2 Type II compliant and hosted in the United States. It encrypts data in transit and at rest, enforces MFA, redacts sensitive data before it reaches AI models, and never uses client data to train AI models. Pricing starts at $150 per user per month, billed annually, with the notetaker and AI included and no seat minimum. Migration and onboarding are free: Slant's team moves firms from Redtail, Wealthbox, Salesforce or any other CRM, and most firms are live within days. Slant runs on the web, iOS and Android. Slant launched in 2025, is headquartered in Lehi, Utah, and is backed by 2048 Ventures and Matchstick Ventures.

unLocked CRM is a fully autonomous, insurance-native CRM built exclusively for agents selling Life, Annuity, Medicare, and Health. It delivers instant quoting across 1,228 integrated carriers, automatic commission tracking for 332 carriers, and AI-powered sales automation, eliminating manual data entry and letting agents focus on selling. The platform includes built-in calling, e-signatures, license auto-sync, and a natural-language AI quoting engine that recommends the best plans across all product lines from a single conversation. Designed for 60-second activation, unLocked is purpose-built from the ground up, not a white-labeled generic CRM, to match the workflows insurance professionals actually use. Intended clients include independent agents, agency owners, IMOs, FMOs, and organizations seeking a single platform to quote, sell, and manage commissions across every major insurance product line.

Doofer is an AI-powered software estimation and project planning platform built for IT companies, agencies, and product teams. It helps teams turn rough project ideas, requirements, and technical discussions into structured time & cost estimates, milestones, and delivery plans in minutes. With Doofer, teams can create detailed estimates using Point, Min-Max, and PERT estimation models, organise work into modules and items, assign project roles, calculate profitability, and export professional client-ready proposals and PDFs. The platform also supports collaborative estimation workflows, versioning, stakeholder sharing via secure links, and AI-assisted backlog generation from documents, designs, and notes. Doofer is designed to reduce estimation chaos, improve delivery planning, and help software teams create more accurate and transparent project estimates faster.

The Advantco AWS Adapter is for business users looking for an out-of-the box, SAP integrated solution to connect with Amazon Web Services (AWS). The adapter streamlines the exchange of data with the Integration Server or the PCK by means of Amazon Simple Queue Service (SQS), Amazon Simple Notification Service (SNS), Amazon Simple Storage Service (S3), Amazon Simple Workflow Service (SWF), Amazon Kinesis (Kinesis Stream & Firehose), Amazon DynamoDB (DynamoDB) protocols and enables users to: Connection by credential authentication Send, receive, or delete messages in batches of up to 10 messages or 256KB Minimize cost while receiving new messages as quickly as possible through long polling Keep other computers from processing messages simultaneously Handle stuck messages with Dead Letter Queues Duplicate Handling

The VisionThree 3D Product Configurator is a versatile tool designed to seamlessly integrate with e-commerce platforms, enabling businesses to offer customers an interactive and real-time customization experience. This solution allows users to personalize products directly on the storefront, viewing their modifications in a 3D environment before making a purchase. Key features include dynamic real-time rendering, the ability to customize various product elements such as colors, materials, and components, and smooth integration with existing e-commerce workflows, including order management and inventory systems. The configurator supports multiple product categories, from furniture to fashion, providing businesses with a scalable and efficient way to showcase their product options. By bridging the gap between product visualization and e-commerce functionality, the VisionThree 3D Product Configurator enhances customer engagement and simplifies the buying process.

Semble is the interoperable EHR and practice management platform built for ambitious healthcare organisations. Whether you oversee a multi-site group, corporate provider or growing healthtech, Semble connects and orchestrates every stage of the patient journey, empowering your teams to deliver safer, more personalised care at scale. Unlike legacy software that locks in workflows and stifles innovation, Semble is open and flexible, integrating with preferred systems across diagnostics, billing, labs, CRM, HR and more. Designed for security, compliance and interoperability, Semble adapts to your clinical and operational needs, enabling real-time collaboration and data-driven decision-making across sites and specialties. Trusted by over 1,400 healthcare organisations across 75 specialties and relied on daily by more than 12,000 professionals, Semble is building a better foundation for modern healthcare: one that is open, connected and ready for the future.

ReactIn is a LinkedIn automation platform that combines cold outreach and intent-based outreach in one tool. Users can run campaigns from CSV imports, LinkedIn Search, or Sales Navigator, with built-in lead scraping, enrichment, and filtering. No external tools needed. What makes ReactIn different is its intent layer: the platform tracks behavioral signals like LinkedIn post engagement, profile visits, webinar attendance, and competitor interactions to trigger outreach when prospects show buying intent. ReactIn supports automated connection requests, message sequences, and multi-step workflows. Users can personalize messages with dynamic variables and set conditions based on prospect behavior. The platform is used by B2B sales teams, lead generation agencies, and SaaS founders to generate qualified conversations on LinkedIn.

GoFAST DMS & DigitalWorkplace is a disruptive ECM platform designed to easily collaborate and share all of your organization's information and documents. Open-Source alternative to Office365-SharePoint-Teams, GoFAST replaces the obsolete file server for: zero duplicate files, zero email attachments, zero version error, zero time wasted searching for information. Easy to use, GoFAST meets many business needs: transversal projects, meetings, contracts and electronic signatures, minutes and reports, emails, invoices, HR files, technical specifications, knowledge bases, etc. Available On premise or in dedicated / private SaaS, GoFAST offers a high level of security for your data, at an extremely competitive cost. Among the futures: document management, collaborative Office Suite, workflows and tasks, search engine, chat and web-conference.

CallerDesk® is a leading cloud telephony provider, offering advanced communication solutions that empower businesses to streamline their customer interactions. Our cloud-based call management services help companies efficiently handle customer queries and deliver seamless experiences. CallerDesk is built with a focus on simplicity, scalability, and powerful automation, enabling businesses to enhance their operational workflows. Our innovative solutions are designed to improve customer satisfaction and boost business productivity, regardless of the industry or scale. Trusted by a growing number of forward-thinking businesses, CallerDesk helps companies improve their customer service processes with intuitive features like Interactive Voice Response (IVR), call routing, and real-time analytics. Organizations across sectors benefit from our easy-to-use platform, ensuring effective communication through multiple channels.

AI-powered no-code platform for API testing, generating, automating, and maintaining tests from OpenAPI and Swagger specifications without writing code. Schema-aware AI creates comprehensive test cases, detects edge cases, and ensures full contract coverage. The drag-and-drop interface makes API test automation accessible to QA teams and non-developers. Native CI/CD integrations run tests in pipelines, fail builds when issues arise, and provide detailed reports. The platform supports OpenAPI, Swagger, Postman, and GraphQL specifications. Features include contract validation, API mocking for parallel development, and end-to-end testing capabilities with workflows. Predictive analytics help identify potential failures before they occur. By enabling specification-driven testing and AI-powered automation, it helps teams detect defects earlier, improve API reliability, and accelerate software delivery.

Opsole Migrate is an automated device-migration solution designed to transition Windows 10/11 endpoints from traditional Active Directory environments to Microsoft Entra ID. The tool removes the complexity of manual migration by providing an agentless, policy-driven workflow that preserves user profiles, applications, and settings with minimal disruption. It performs comprehensive pre-migration checks, executes a secure domain disjoin and Entra join, and enrolls devices into Intune and Autopilot as required. IT teams gain centralized visibility, detailed logs, and full control over scheduling and enforcement, while end users experience a seamless transition without losing data or productivity. Opsole Migrate enables organizations to modernize their device identity model at scale, improve security posture, and accelerate cloud-first adoption with measurable reductions in time, effort, and operational risk.