For operations teams, shared services, BPO, B2B and Finance

Every case tracked.
Every deadline met.

Automate your operations with e-workflow, the no-code workflow management software. It tracks every order, contract, and case through your company’s custom processes stage-by-stage. Eliminate chaotic spreadsheets, endless status meetings and manual end-of-month KPIs reporting.

Book a free demo See how it works →
  • Set up without programming
  • Many clients, separate data
0lines of code for a new process
minutesto start a new client from a template
100%of entered values in the audit trail
1platform for every client and unit
Sound familiar?

Work happens in the dark. You only see the final result.

📊

Spreadsheet Chaos

Every team maintains isolated sheets with custom columns. The “source of truth” is buried in someone’s inbox.

❓

Blind Spots & Chasing Updates

Tracking down a case means asking around or waiting for a client to call about a forgotten step.

⏰

Manual KPI Tracking

Month-end reporting requires pulling data from multiple sources and manually calculating net turnaround times.

🕵️

Zero Audit Trails

Errors and deletions happen without a history log. Nobody knows who changed what, or when.

Before

  • Chasing updates: Status buried in emails and endless phone calls
  • Tribal knowledge: Process rules live only in employees’ heads
  • Siloed tracking: Deadlines scattered across personal calendars
  • Manual reporting: Client updates take an entire day of copy-pasting
  • Manual data entry: Copying values by hand from external systems
  • Scattered files: Case documents lost in deep nested folders

With e-workflow

  • Real-time visibility: Every case displays its current stage automatically
  • Built-in validation: Process rules are built in to block incorrect values
  • Proactive alerts: Smart notifications trigger before deadlines hit
  • Instant exports: Automated monthly SLA reports, ready to send as PDF
  • API integrations both ways: data pulled automatically from other systems, and your ERP, CRM or website creates cases directly
  • Centralized document management: Files stay permanently locked to the case
Who it’s for

Workflow software for teams that work for many clients

One engine, a different process for every client or department — each with its own data, rules and access.

Shared Services & BPO

Service centers with multiple clients

Onboard new clients instantly using pre-built templates. Automatically track independent client SLAs, generate monthly reports, and maintain strict, role-based access control so teams only see assigned client data.

Built-in ticketing: Turn every client request into a ticket that moves through logging, triage, assignment, resolution and client sign-off. Track response and resolution times against the SLA, get alerts before a breach, and escalate automatically to a manager.

Operations & Production

End-to-end process tracking

Manage workflows from order ingestion and raw materials to final quality checks and delivery. Automatically compute planned dates, manage rework loops, and trigger proactive alerts before deadlines are breached.

B2B Sales Execution

Proposals, contracts, and signing

Accelerate complex negotiation cycles. Route commercial and legal contracts in parallel, track every revision round in a complete version history, and automatically pause the clock when waiting on the client.

Finance & Back Office

Automated approvals and checks

Deploy complex validation rules without code—like routing invoices over 30 days to the CFO. Automatically verify tax identities via ANAF and validate VAT records in VIES with a full audit trail.

How it works

Process automation in three steps, no developer needed

1

Map your way of working

Define your stages, custom fields, user permissions, and conditional logic using simple forms. Build complex branching paths, parallel steps, and rework loops effortlessly—while the system automatically generates your process diagram in real-time.

2

Execute with your team

Team members see only the tasks and data fields assigned to them. As they complete a stage, the case advances automatically—running data validation rules, calculating fields, and instantly notifying the next person in line.

3

Measure and optimize

Track monthly SLA health, pinpoint operational bottlenecks, and identify at-risk cases in real time. Export presentation-ready PDFs for clients, download CSV data, or connect directly to Power BI for advanced business intelligence.

🧭

Current stage, computed

Nobody moves cases by hand: the stage follows from the data entered.

✅

Rules without code

Validations, formulas with working days, YES/NO decisions — from a form.

🧮

Calculations between fields

Quantity × price, invoice date + term, days between two dates, checked before saving.

🔔

Notifications and deadlines

Alerts before a deadline, when it is missed, and escalation to a manager.

🎯

OnTime for every process

Rules between dates — against another deadline, a fixed date or today — with a YES/NO per process and per client.

🏅

Quality thresholds

How many reworks each process may take, reported per case and per client.

🔐

Access per client and stage

Every user sees only the companies, units and steps granted to them.

🧾

Full audit trail

Who entered, corrected or deleted what and when — deleted cases included. Closed cases can be locked so nobody changes them any more.

📚

Your own reference tables

Clients, prices, newspapers or invoice series as tables pasted from Excel, with price history and who changed what.

🔌

Connected to your systems

ANAF, VIES, eMAG, SoftOne or your own ERP, through configurable connectors.

🔗

Integration with other software applications

Your ERP, CRM or website form creates cases and fills fields directly, through the write API, with the same rules as in the app. Webhooks tell them back when the case moves on or is completed.

📈

Power BI included

A secure, read-only feed with a ready-made template for every company, SLA, OnTime and Quality results included.

🔎

Lookups without SQL

A field takes the negotiated price or the payment term from a reference table, by the case’s client.

🗂️

Work in tabs

Several screens open at once inside the app; the side menu hides when you need the room.

🧬

New client from a template

Clone an existing client’s processes or move them through CSV, SLA, OnTime and Quality included.

🚚

Move to another server

A client’s cases, with their history and audit, move in a single file.

🧩

Lists per unit

Each unit maintains its own drop-down lists without changing anyone else’s.

SLA per client

Automated monthly SLA reporting — ready in two clicks

Set your global targets and individual process benchmarks. e-workflow tracks every case using actual operational milestones rather than data-entry timestamps. Even if a week’s worth of data is logged at once after a holiday, your performance metrics reflect true history.

  • Smart KPI tracking: Automatically subtracts client-side wait times from your turnaround metrics.
  • Flexible calendars: Configure calculations using business days or calendar days.
  • Full process coverage: Monitor both active and completed cases against baseline targets.
  • Tiered escalations: Flag at-risk cases to the owner first, then escalate to management.
  • One-click exports: Instantly download presentation-ready PDFs or raw CSV files.
  • Dynamic filtering: Automatically isolates and displays cases closed within the billing cycle.
SLA report · September 2026 ⤓ PDF
96%within SLA · objective 95%
3breaches
17,4working days, average
2at risk now
Target met, per process
Proposal
98%
Contract
96%
Production
88%
Quality
100%
Delivery
97%
objective

Illustrative data

ACME Distribution · last 90 days
87%OnTime for the client
26cases TRUE
4cases FALSE
6in progress · not in the %
CaseProposalContractDeliveryClient
DMSL00041TRUETRUETRUETRUE
DMSL00042TRUEFALSETRUEFALSE
DMSL00043TRUETRUEIn progressIn progress
DMSL00044TRUETRUETRUETRUE

DMSL00042 · Contract Signature date ≤ Contract date + 5 working days → signed 3 days late

Illustrative data

OnTime & Quality

Absolute process compliance—verified at every step

Go beyond basic SLAs. Define simple rules to automatically evaluate timeline and quality targets for every phase. The system measures performance against fixed deadlines, dynamic thresholds, or maximum allowed reworks—marking a process compliant only when every rule is fully met.

  • No-code validation: Configure complex compliance logic using simple forms.
  • Isolated active cases: Active workflows display as “In progress” without penalizing your historical success rates.
  • Root-cause analysis: Identify the exact rule breach, delay duration, or rework count with a single click.
  • Retroactive updates: New validation parameters automatically calculate across your historical case records.
  • Granular exports: Filter performance metrics by client or phase, and instantly export data to CSV.
The app

It looks exactly like your process

Screens from the app, on the demo company.

www.e-workflow.ro
Process diagram
The diagram is generated from the configuration: stages, dependencies and decisions, always up to date.
Cases in progress
One row per case, with its current stage computed. You fill in only what is asked of you now.
Defining fields
Every step of the process is a row: field type, routing, formulas, rules.
Companies and units
Many companies and units on one platform, with separate data.
YOUR DATA

Enterprise-grade security for your clients’ data

Strict Data Isolation

Every organization and business unit operates within an isolated ecosystem with custom processes and strict, role-based access controls (RBAC). Users only see explicitly authorized data.

Encrypted Credentials

User passwords are hashed with scrypt; API tokens and integration keys are encrypted at rest using AES-256. Sensitive credentials never touch the client browser or leak into the front end.

Immutable Audit Trails

Log entries are append-only: no user can edit or remove them. Even if a case is deleted, the trail records exactly who performed the action and what data it contained.

Secure Data Warehousing

External reporting tools like Power BI connect via isolated, read-only API tokens. Analytics queries never gain direct access or modification rights to the core database.

Enterprise Single Sign-On (SSO)

Teams authenticate seamlessly through Microsoft 365 or Google Workspace.

Accounts by invitation only

Nobody signs themselves up on a client's domain: the admin invites each person, and the account stays linked to their Microsoft or Google identity.

FAQ

What people ask us

Do I need to know how to program?

No. Processes, fields, rules and formulas are set up from forms. An operations person who knows their process can describe it on their own; we help you with the first one.

How long does it take to start a new client?

If it resembles an existing one, minutes: clone its processes and adjust what differs. A process from scratch is described from forms, with no development — how long depends only on how many stages and rules it has.

Can my clients see each other’s data?

No. Every company and unit has its own data, and every user gets explicit access per company, per unit and per process.

Can it connect to our ERP?

Yes, if your ERP has an API. There are ready-made connectors for ANAF, VIES, eMAG and SoftOne, and others are added through configuration: a field takes its value from your system or sends data to it. The other way round, your ERP can create cases and fill fields directly in e-workflow through the write API, and e-workflow tells it through webhooks when a case moves on or is completed.

Can I hand the SLA report straight to my client?

Yes. The monthly report downloads as PDF, with the share within SLA against the objective, the breaches, target met per process and the time spent waiting for the client.

Can I keep the record’s documents in the app?

Yes. You attach PDFs, Excel and Word files, photos or e-mails to each record, and a document can be a required step: the record waits until, say, the signed order is uploaded.

Can my team sign in with Microsoft 365 or Google Workspace?

Yes. Each person gets an invitation and then signs in with their work account, with no separate password, under the company's MFA. Personal Gmail accounts and accounts from other organisations cannot get in.

Can we use our own client and price lists?

Yes. You paste them from Excel into the company’s reference tables, with price history, and the case fields take the negotiated price, the payment term or the client’s status from them. A client with no negotiated price gets the list price.

How much does it cost?

The price depends on the number of users and the integrations you need. Write to us and we’ll send an offer after a short demo on your process.

Let’s put one of your processes into e-workflow

Tell us briefly how you work today. In 30 minutes we’ll show you what it would look like in e-workflow, on your own data.

Schedule a demo Open the app

or write to us at contact@e-workflow.ro