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ProcessMaker

ProcessMaker Inc.

Automation
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UPVOTE
Unclaimed
PRICING:
Freemium

about

ProcessMaker standardizes complex workflows so operations, finance, HR, and IT deliver approvals and services consistently. Design processes with BPMN, build forms, and set rules to route work by role, SLA, and data. Integrations sync records with ERP, CRM, and identity. Dashboards reveal bottlenecks, while audits and e-signatures document compliance. Teams launch changes safely, scale across regions, and retire error-prone spreadsheets and email threads.

Features

1

BPMN Designer, Forms, and Rules

Model processes visually with BPMN so steps, decisions, and exceptions are explicit. Drag-and-drop forms collect complete data with validation and dynamic fields. Business rules route tasks by role, value, and region. With structure in place, new hires follow the same path as veterans, reducing rework and keeping handoffs clear during peak cycles when volume and risk both rise.

2

Approvals, SLAs, and Escalations

Set time targets and escalations to keep requests moving. Parallel approvals shorten cycle times for cross-functional work. Reminders and reassignment prevent stalls. Service-level tracking highlights risk before deadlines. These controls let managers prioritize intelligently and preserve trust with stakeholders who depend on predictable turnarounds for hiring, purchasing, provisioning, or incident response.

3

Integrations and Data Sync

Connect ERP, CRM, HR, and identity systems. Two-way sync keeps records aligned and avoids double entry. Webhooks and APIs trigger actions downstream when stages change. With consistent IDs and audit fields, reports stay accurate and compliance checks pass cleanly. Integrations also retire fragile spreadsheets and email routing that loses context or breaks during reorganizations.

4

Documents, E-Sign, and Audits

Generate documents from templates, collect e-signatures, and record proofs to an audit trail. Version history shows who changed what and when. With retention policies and tamper-evident logs, teams meet regulatory requirements without slowing work. Auditable documentation builds confidence for finance and legal while keeping everyday users focused on outcomes rather than paperwork.

5

Dashboards, Analytics, and Governance

Track throughput, backlog, and cycle time at the process and step level. Permissions protect sensitive flows and separate tenants. Change management records updates to models. With shared dashboards and guardrails, leaders spot bottlenecks early, forecast capacity, and standardize best practices across sites, turning improvement from ad hoc initiatives into durable, measurable gains.

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Recomended For

Best for operations, finance, HR, and IT teams replacing email-driven approvals with governed automation. Helpful for multi-site companies and franchises with regional variations. With BPMN, SLAs, and integrations, stakeholders see consistent outcomes, audits run faster, and change requests land safely so processes scale with confidence as demand and headcount evolve.

What it solved

ProcessMaker replaces scattered forms, manual routing, and brittle spreadsheets with mapped workflows, rules, and integrations. Teams reduce cycle time, cut rework, and avoid lost context. Dashboards expose bottlenecks, while signatures and audits satisfy compliance. The result is predictable delivery across departments and regions without sacrificing control, visibility, or accuracy as volume grows.

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