Workflow Management Software

One aspect to improve is the rigidity in the structure of user packages, which are only available in multiples, which can be impractical and costly for small teams. Additionally, during the initial stages of use, notifications can be excessive and even intrusive, hindering the initial experience for some users. It would be ideal to have more balanced default settings for notifications, with clear options to customize them from the start. Review collected by and hosted on G2.com.

My work. My daily activities. Large projects. Review collected by and hosted on G2.com.

Ocasionalmente, presenta errores de interfaz, como ítems que no aparecen en pantalla y hay que refrescar para que vuelvan a la normalidad.

Por otro lado, el buscador es muy poco intuitivo y muchas veces muestra algo muy diferente a lo que se está buscando.

Aún así, los beneficios superan ampliamente a estos problemas, que son sólo ocasionales. Review collected by and hosted on G2.com.

ClickUp es la manera en que puedo estar seguro de que no voy a olvidar ninguna tarea diaria, ni que voy a perder de vista ninguna información importante relacionada a un cliente debido a que centralizo toda la información allí para cuando la necesito. Review collected by and hosted on G2.com.

Notion releases their desktop app update very frequently. Review collected by and hosted on G2.com.

It works like my second brain. Whatever I found as important information I kept adding to Notion and now it has become my knowledge base. I'm using it extensively for my projects and I like its progress bar feature so much. With a very less errort I can create, track and complete my project tasks. Review collected by and hosted on G2.com.

There is a slight learning curve for figuring out how to initially set up the platform in a way that is conducive for me personally. I probably spent about an hour in total learning how to set it up and inputting all of my tasks, projects, and related information that first day. Since then, I feel like I'm off and running, but I would suggest new users block off about an hour for that first set up, depending on how technologically savvy they are. Review collected by and hosted on G2.com.

I have a lot of Projects I'm working on simultaneously. They are very detailed and each of them has a lot of moving parts. My regular task list was getting cluttered and disorganized because of this issue, so I wanted to find a platform that would help me categorize my tasks under which project they're related to, assign deadlines to make them actionable steps, and visually track my progress so I don't lose hope. I've only just started using the platform, so I'm not sure about long-term results. But I am very happy with how it's going so far. Review collected by and hosted on G2.com.

The per-user cost is exceptionally high; we have users that view 99% of the time and might every now and then enter some data in a sheet. There should be another level of user that the cost is not the same for a user that uses the software regularly. Smartsheet helped out with the price of the contract, but I worry about what will happen when my contract is up. I always look for other software to prepare for when Smartsheet is no longer within my budget.

Sometimes, a formula or data mesh does not work without any explanation. Usually, I just have to get out and go back in later then everything seems to work correctly. However, this happens quite often.

Customer Support is very generic, meaning they just basically tell you how something is suppose to work and cannot problem-solve why something is not working. Review collected by and hosted on G2.com.

Allowing us to move the same data into multiple sheets, reports. Then we can share accordingly on dashboards. Before we manuually did all of this is Excel and it printing several different pdfs and sending out hundreds of emails. Review collected by and hosted on G2.com.

One drawback of Freshdesk is that its advanced features can be complex to set up and may require additional training for the team. Additionally, the mobile app has limited functionality compared to the desktop version, which can sometimes lead to delays in customer support. Review collected by and hosted on G2.com.

Freshdesk streamlines customer support by centralizing inquiries from multiple channels into one platform, reducing response times and improving issue resolution. Its automation features handle repetitive tasks, freeing up the team to focus on complex customer needs. This has led to increased team productivity, better customer satisfaction, and more efficient management of high support volumes. Review collected by and hosted on G2.com.

The platform does not support bulk data uploads directly. To update the data in bulk, users must reach out to a support agent for assistance.

Additionally, capacity planning is based solely on the total allocated hours per role and does not account the total number of allocated projects and the target number of projects.

The dashboard can not show the number of roles and users , to access the numbers, we need to go to the settings option. which is not very convenient in case we want to solely rely on the dashboard for the presentation. Review collected by and hosted on G2.com.

It provides clear visibility in to project progress for both clients and to the project managers, which is very much crucial for assessing project health and identifying projects that require immediate attention or at risk of potential churn. Review collected by and hosted on G2.com.

I would have liked the platform to be a bit faster and more responsive at times. On the dashboard, I wish there were more customization options available to tailor it to our specific needs. That said, this might be possible on the higher-tier plans, but I’m not entirely sure. Review collected by and hosted on G2.com.

Zoho Desk effectively consolidates all our support and service requests into a single system, ensuring that our entire team is promptly informed of incoming queries. This centralized approach allows us to maintain a comprehensive history of each request, facilitating efficient follow-ups and future reference. Additionally, Zoho Desk enables us to monitor the performance of our support engineers, ensuring consistent and high-quality service delivery. Review collected by and hosted on G2.com.

Initial setup and customization can be complex, and some features require technical expertise. However, the community support and resources make it easier to overcome these hurdles. Review collected by and hosted on G2.com.

Laserfiche has streamlined document management for our student and employee records, improved compliance with audit trails, and significantly reduced paper usage. Automated workflows have also enhanced staff productivity and freed up time for more strategic tasks. Review collected by and hosted on G2.com.

There is nothing that I disliked as of now. Review collected by and hosted on G2.com.

- Trello helped us in managing our tasks / tickets for one of the projects, due to which tracking progress for each of the tasks, assiging work to intended people became simpler. Review collected by and hosted on G2.com.

Overall, I disliked Power Automate's ability to decipher any software; I really struggled to work with some legacy software. Although these software were generating questionable code, I wish there was a way for Power Automate to process what is happening even if the code is constantly changing. I think it could do this via AI if it can guess what I'm trying to capture. Also, the difference in desktop and web apps are confusing and unnecessary, but that is a small gripe. Review collected by and hosted on G2.com.

Power Automate allowed for repetitive tasks to be built into a process and eventually perfected to be used hundreds, if not thousands, of times. We were able to eliminate Excel tasks for multiple employees, erase a huge chunk of busy work of hundreds of social workers, and even automate outreach to clients. Using it basically like the agents that are up and coming, we were able to have an "employee" working for us that did flawless work on things that noone else wanted to do, or had the time to do! Review collected by and hosted on G2.com.

Support team should respond quickly, although their technical expertise is exceptional. Review collected by and hosted on G2.com.

Autotask provide us a solution for ticket management and seamless integration with essential tools, enhancing our workflow and efficiency.

Autotask integrated with Datto RMM, IT Glue, and Backup Radar. This setup allows us to createad a automatic ticket via APIs when issues occur.

We have used Autotask daily for the past five years, I’ve found it to offer numerous valuable features like: Review collected by and hosted on G2.com.

Salesforce Service Cloud is a very good platform, but requires a lot of add-ons for what I would have considered basic functionality, such as quote formatting. All of these add-ons are often all priced per user, so costs quickly rise depending on the number of users that you have on the Salesforce Platform. Review collected by and hosted on G2.com.

Receiving, logging, tracking customer complaints, complaint documentation, complaint images, complaint specific and both sort term and long term complaint resolutions. Review collected by and hosted on G2.com.

i don't think so, there is any drawback . Review collected by and hosted on G2.com.

actually, it is very easy to use so anyone can start learning and working on that, having very little code so most of the things we can achieve through customization only. we basically use PS Cloud for Project mgt, Resource mgt, time mgt, skill mgt, revenue mgt, service CPQ, and many more. Review collected by and hosted on G2.com.

My biggest complaint is worldpay, EVERYONE in the syncromsp forums hates worldpay. They are expensive, I was told originally that my rate would be 2.9% and then after 6 months it was jacked up to 3.2% . At that point, I already had all my monthly auto drafts setup and its too much of pain to have to change processors. I have consistant issues with them and get non-compliance fees , when I maintain my complaiance every year. The customer service is a joke. They might be the worse company ive ever had to deal with and i get the pleasure of giving them 3.2% of my revenue year after year.

I dont like the new pay for features that syncro is adding on, I like the all in one pricing, Just give us the features, like entra ID sync. The price has already gone up and up, which i understand but dont tier features, Just give them to the loyal customers that are already paying the increasing prices. Review collected by and hosted on G2.com.

I use syncromsp for my business management, I like that i can manage my clients from one pane of glass. Review collected by and hosted on G2.com.

Some of the advanced setups, like when we configured the Stripe integration or certain automations, took longer than expected because of trial and error. The AI feature, while promising, wasn’t as efficient as we’d hoped—it took a while to get the right prompt for an automation and ended up consuming a lot of Airtable AI credits.

Customer support has been helpful whenever we reached out, but it would be great if they provided more guidance on advanced use cases or setup tips for things like scripting and AI. Additionally, we’ve found the reporting tools a bit limited. More built-in options for creating detailed reports would make Airtable even more valuable for tracking and analyzing data. Review collected by and hosted on G2.com.

Airtable has solved many of the challenges we faced with keeping our workflows streamlined and our data organized. Before using Airtable, we struggled with scattered information across different tools and a lot of manual work to keep things updated. Now, everything—from project tracking to client workflows—is centralized, making it much easier to manage.

One of the biggest wins has been automating repetitive tasks. For instance, we’ve set up reminders for overdue tasks using Zapier, and it’s reduced the need for manual follow-ups. Another example is the custom Stripe integration we built using Airtable scripting and webhooks, which allowed us to automate payment tracking for a client. This saved us hours of work and made the process far more efficient.

Airtable has also helped us collaborate better as a team. With customizable views and shared access, everyone stays on the same page without having to dig through email threads or spreadsheets. It’s especially useful for complex projects where we need to track multiple moving parts.

The flexibility of Airtable means we can adapt it to fit specific needs, whether it’s creating simple to-do lists or building fully automated workflows. As a result, we’ve been able to reduce errors, improve productivity, and deliver results to our clients faster. Review collected by and hosted on G2.com.

The app occasionally hangs.

There are issues with the huddle feature, making the web version a more reliable option at times.

The app version has some bugs, such as redirecting to the web version instead of the app during sign-in. Additionally, it requires daily sign-ins if the laptop is powered off. Review collected by and hosted on G2.com.

It allows me to instantly connect with my colleagues and set reminders for important tasks.

The huddle feature enables quick connections, while its project collaboration tools are highly effective. The video conferencing runs smoothly without any lags.

Overall, it's an impressive team collaboration software, superior to Microsoft Teams, that I use daily to stay connected with my colleagues.

I've also integrated it with WhatsApp, enabling me to receive assignment notifications seamlessly. Review collected by and hosted on G2.com.

There are two minor features we currently miss in Bordio: the ability to export timesheets and a clock timer for tasks. We've provided feedback on these, and we understand they'll be included in upcoming updates. These small drawbacks don't significantly impact our overall positive experience with the product. Review collected by and hosted on G2.com.

We are a small team, and before we started using a task management system, we used WhatsApp to assign tasks to each other. However, as our team grew, it turned into complete chaos. We were overwhelmed with an enormous number of chats, information got lost, and it was difficult to track who didn't complete a task when needed.

Our work efficiency increased, team communication sped up, and Bordio's clear interface made it easy to plan sprints. Most importantly, we can now always check the work history.

We are still in the process of improving our workflows, but it is clear that Bordio will help us achieve the level of management we are aiming for. In terms of numbers: our turnover increased by 40% last year. Of course, this is the result of comprehensive work, but Bordio is one of the main innovations for us and likely has had a significant impact on this result. Review collected by and hosted on G2.com.

It has been extremely good, no fault on the platform. Review collected by and hosted on G2.com.

Managing multiple projects simultaneously can lead to a lack of visibility and difficulties in tracking progress, leading to missed deadlines and misaligned priorities.

WorkOttter enhance visibility, making it easier to monitor progress, adjust timelines, and ensure projects stay on track. Review collected by and hosted on G2.com.

According to Keka’s developers, they prefer to keep it simple and one downside is that it might not be as suitable fro power users, at least the default settings might be limiting for handling complex archives. Some users have also experienced some issues with stability when large files are extracted, noting the occasional crash or slow extraction speeds. Finally, although Keka's design is simple, it does not provide users with much information during file compression which can be frustrating when they are unsure of the current status of the program. Finally, Keka is only compatible with macOS operating systems and thus is not a good fit for those who intend to use a multi-platform application. Even with this few minor problems, Keka is still a good reliable productive tool. Review collected by and hosted on G2.com.

Keka is benifitting in attendance tracking and leave management Review collected by and hosted on G2.com.