Best Workflow Management Software in South America - Page 7

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

formsflow.ai is a Low Code Platform to build forms, approval workflows, and automations swiftly. It doesn’t matter how you like to build applications - no code, low-code or pro-code, formsflow.ai supports all of it, letting you switch between different development approaches. This makes formsflow.ai friendly to developers, business technologists and business users alike. You can build form and workflow apps with a combination of AI prompted development via Flow-E the AI assistant, drag and drop elements, and scripting. formsflow.ai features: - SaaS and On-premise options. - Product packages with progressive tiers. - Usage based pricing with no restrictions on user seat count - Multi tenancy - Form Bundling Under-the-hood: - Powerful workflow and decision engines to build nuances and scale into your workflows. - An integrations module that can help you connect natively to 1000s of Apps. - A secure best-in-class identity management system, bring in your own module if required.

Campus Cloud is a paperless environment that improves teacher productivity and administration. Campus Cloud is the first online education technology tool to offer advanced features that are accessible to all institutions, from kindergarten to university to medical schools. Campus Cloud offers a simple, intuitive interface that improves institutional workflow efficiency. It includes intuitive features like one-touch attendance, absentee/vacation automation, school digitization using machine-learning and OCR, and one-touch attendance. Our mission is to provide the students around the world better access to tools that are designed to accelerate their growth & enhance their development as smart learners & help Teachers as well as schools and universities who make use of a management system which is cumbersome and takes a lot of time. We are very much honored to offer our premium features of four months for free. We are thrilled to introduce the first of it`s kind, Low-touch SaaS platform for the education that improves the operations in Kindergarten, K-12, Medical Colleges, Universities, etc,. Now, it is possible to checkout our edtech software for your school without any interaction with us to start. Check out CampusCloud!

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

All teams can easily and quickly manage projects and collaborate with each other. Simple and easy to integrate essential work tools. Work together on a unique feed that organizes your work posts in a chronological order, similar to a social media feed. This makes it easy for everyone to browse through projects and tasks. You can forget about lost documents and the constant resending work. Attach important files and info to a post. Pin it so you can find it quickly. Engage with the team through comments and get their feedback. Schedule virtual or physical meetings with everyone. Add a location and video conference link using Zoom or Microsoft Teams integrations. You can even set up notifications to remind you of the event. Invite external teammates to collaborate on projects via email or link. This will make teamwork easy. Keep your work flowing whether you're on the web, desktop or mobile.

Clarifire is a cutting-edge, real-time reporting platform that can be tailored to meet specific business needs, facilitating the automation of various processes. As a Software-as-a-Service (SaaS) offering, it boasts a versatile interface that enhances operational efficiency and oversight by merging interactive workflows and addressing shortcomings of isolated applications or point solutions. With Clarifire, users are empowered to gather, categorize, and oversee information from all involved parties and systems seamlessly within a single, user-friendly platform. This integration promotes collaboration and streamlines decision-making across the organization.

Gluu, the process-success platform, encourages team collaboration and improves business processes. Businesses can use Gluu to access three products in one platform. This makes it easy for them to understand, implement, and improve any process or task. Gluu can be used to improve business operations, such as compliance and auditing and knowledge sharing, risk management and continuous improvement.

Camayak serves as a dependable content creation platform tailored for news organizations, creative agencies, editors, writers, and publishers alike. Its user-friendly design allows editorial teams to access an array of workflow tools that streamline content management and enhance productivity. With Camayak, you can efficiently manage pitches and assignments in a centralized location, allowing you to concentrate on what truly counts—creating more captivating content that resonates with your audience. This efficient organization ultimately leads to increased output and improved collaboration within teams.

Enhance your customer service experience with Salesforce Service Cloud, the premier and most comprehensive application for customer support worldwide. This platform equips businesses with an extensive array of features that facilitate assistance to clients across their preferred communication channels, including phone, email, chat, and SMS. Some of its standout capabilities encompass a lightning console, efficient case management, omni-channel routing, telephony integration, video chat options, and social media customer service, among others. With such powerful tools at your disposal, you can ensure that your customers receive the personalized care they deserve, no matter where they are.

Streamtime Software is an online project management solution designed specifically for creative teams. Committed to preserving the essence of creativity, Streamtime enables teams to handle administrative tasks without the dull, cumbersome, and unappealing forms and procedures typically associated with them. The platform boasts an array of aesthetically pleasing, user-friendly, and supportive tools that facilitate time tracking, project planning, quoting and invoicing, scheduling, and comprehensive reporting. With its focus on enhancing workflow, Streamtime empowers teams to focus more on their creative endeavors while efficiently managing their projects.

Workflow and Task Management represents the user-centric segment of Decisions.com’s all-encompassing workflow and rules platform. By offering visual development environments for creating forms, reports, workflows, and dashboards, this software enables organizations to streamline their business processes, assign tasks, establish intervention procedures, and monitor the lifecycle of work items. Essential functionalities encompass double-blind data entry, purchase order requests and approvals, data and file collection, customer onboarding, application processing, and inventory oversight, among various other capabilities. This comprehensive tool not only enhances operational efficiency but also fosters better collaboration across teams, ensuring that all tasks are executed seamlessly and effectively.

Forecast organizes your team's schedule into visual plans. This allows you to map out your future projects and make better resourcing decisions. You can assign people to multiple projects and calculate how many hours they have available for each project. Red bars allow you to easily see who is overbooked so you can move projects around before they get too busy. Forecast's layout makes a clear distinction between when you can take on new work and who is available.

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

In-STEP BLUE can manage corporate processes, workflows, or standards such as the German V-Modell XT or Automotive SPICE. You can tailor activities and artifacts according to your needs. The software features include project, requirements, document and resource management. You can also manage risk by modifying the version of the software from a central, multi-user Oracle database. Gantt-Charts and dashboards as well as cost planning and resource charts are all available to facilitate tracking progress. Remote access to progress data, scheduling, and other information is possible via the webapp.

Rethink Workflow is a simple, powerful, secure, and free business process automation tool that allows businesses, NGOs, and enterprises to create forms online and design workflows.

Your Next-gen BI Tool. Create beautiful dashboards, reports and visualisations with ease. Create beautiful dashboards, reports and visualisations: - export to your favorite formats - send alerts to your team via email, Slack, Zapier, or Zapier - share your dashboards with your team and customers via embedded dashboards Trevor is a secure read-only transaction that takes just 20 minutes to setup. dbt-compatible.

A comprehensive software solution designed to oversee, analyze, and expand your service-based business is essential. Gaining insight into your operations and assessing performance is crucial for making informed decisions that foster growth. The software allows users to forecast revenue and expenses for the next six months, track the value of ongoing projects, and manage invoice statuses. It provides detailed information about lead sources, the workload in your pipeline, and the number of contracts won within the current month. Users can easily monitor time spent on specific projects as well as time allocation per employee, while also distinguishing between billed and unbilled hours based on project, month, and team member. Additionally, it offers a clear overview of each project's current phase and its budget adherence, enabling early identification of potential issues. ROLL emphasizes enhancing business performance, equipping owners with essential data and insights that not only save time but also empower them to effectively scale their operations. With this tool, businesses can ensure they remain competitive and responsive to changing market demands.

Iris Works is an intuitive management system for photographers. Save time and get organized with online booking, automated emails, invoicing, contracts, and questionnaires.

Workflow Engine is the ideal solution if you need to manage the life cycle of business entities in a project. You can easily create workflows in your system using embedded drag&drop designer. This basic set of elements allows business users the ability to modify workflows. Workflow Engine can be integrated as an embedded component, or via REST API. Common business processes require that someone sign off on data at a particular stage. An approval workflow is a sequence of tasks that includes human approvals and rejects to process data. Managers needing to sign off can lead to endless emails and messages asking for information to verify the status of different processes. Automating the workflow will help you save time and money.

ProcessPlan oversees all aspects of your operations, including workflows, tasks, and decision-making, to guarantee seamless daily performance for your business. Additionally, our Machine Learning technology evaluates your processes and autonomously enhances their effectiveness. This intelligent system is designed to boost sales, elevate quality, maximize profits, minimize expenses, heighten customer satisfaction, accelerate response times, reduce rework, and much more. Remarkably, it can manage a significant portion of administrative tasks for you, slashing your management workload by approximately 60%. Our platform will guide you in identifying the various process steps, the individuals involved, and the relevant data collected throughout the process. All this information is systematically organized and presented for your convenience. Previously, documenting processes was a laborious and time-consuming endeavor, but that is no longer the case. Once the system identifies the necessary steps and participants, it can generate your process diagrams and create printable documentation with just a single click, streamlining your workflow like never before. This transformation not only saves time but also enhances overall efficiency in your organization.

Effortlessly capture, organize, and locate content while fostering collaboration and simplifying the management of records throughout their lifecycle, all within a single platform. Enhance automation of routine business operations and acquire insights that can inform strategic decisions. Integrate the enterprise applications your teams depend on daily to maximize productivity. Digitally scan paper documents from various locations and consolidate them in a centralized storage solution. Directly save files from Microsoft Office programs and effortlessly import emails, including their attachments, with a single click. By utilizing Laserfiche’s premier document management capabilities, you can consolidate all your documents in a secure, swift, and straightforward manner. Efficiently store and share electronic files in a manner that is both secure and cost-effective. Arrange all your data to facilitate quicker and more informed business choices. Moreover, simplify everyday tasks and improve collaboration by bringing together digital documents into a unified repository, ensuring that your team is always aligned and informed. This comprehensive approach not only enhances operational efficiency but also empowers teams to focus on strategic initiatives.

ecoPortal is your long-term partner in building safer, healthier workplaces. Our health and safety management platform is designed to boost worker engagement, enabling everyone in your organisation to play an active role in fostering a proactive safety culture. Standardise data collection and management with all your health and safety, risk, quality, and environmental information in one integrated platform. Choose from over 30 modules, from Incident Reporting, and Hazard & Risks, to Audits & Inspections,and Contractor Safety Management. Leverage our best-practice templates for an effortless implementation. Capture real-time data and turn it into insightful reports and dashboards to drive informed decision-making and to give you a holistic overview of your health & safety performance. Our integrated native mobile app, ecoPortal Connect, is included at no extra cost and allows your teams to stay engaged and informed on the go. Capture accurate information instantly with multimedia uploads directly from the field. Adopt a proactive health and safety mindset and transform your organisation's culture. Learn more at ecoportal.com

Filestage is an enterprise-ready online proofing tool that allows teams to quickly get their work reviewed, approved, and approved. Filestage automates, organizes, and automates feedback throughout the proofing process. It reduces errors and ensures compliance. Allow clients and colleagues to view and annotate files immediately for marketing campaigns, video productions, website design, product catalogs, or any other purpose - and to approve files once they are complete. Filestage is a great fit for creative agencies and marketing teams of small, medium, and large companies. Filestage has over 530k users around the world, including customers like Sixt, Lufthansa and NBC Universal. Sharp, GroupM, Sharp, and many others.

RealCADENCE™, designed to give all levels management a magnifying lens into the operating status of an organization, from the top down to the bottom, from corporate to local and everything in between. RealCADENCE™, an app-based software, will change the way your company communicates, collaborates and operates. Your teams will feel more confident in deploying your strategies when they receive simple instructions, manuals, training resources, and multi-threaded communication to support task/action completions. RealCADENCE™, which supports Checklists and Forms, Audits Surveys, Photos, Videos, and other dynamic data escalations, also supports Surveys, Photographs, Videos, and more. RealCADENCE™, which provides management workflows and analytics, allows for quick references and interaction to see the current status of your teams. RealCADENCE™, which pushes workflows, reports and analytics directly to you allows you to drive your business forward without having to look at the rearview mirror. RealCADENCE™, provides intuitive analytics, interactive reports, and a variety custom reporting.