Workflow Management Software

1. Their customer support is not super great but helpful eventually after a decent waiting time which I think should be improved in certain areas.

2.Users should be able to see all notes linked to a task without needing to open each one individually, but Monday.com currently lacks this capability, which can impact workflow efficiency. For instance, a project manager noted that the need to open each task to access notes caused missed details and slowed productivity. Review collected by and hosted on G2.com.

As a project manager it help me keep track on the daily activites of a given project while different departments are working and to also help keep all the important resources stick together. Review collected by and hosted on G2.com.

So far we have no complaints. Few integrations were a but difficult to get around but we are satisfied most part. Review collected by and hosted on G2.com.

We wanted to have an easy task assignment and tracking tool for our project. Clickup with its integration for many top 3rd party tools is great. Calendar integration smoothly integrates Clickup and our Google Workspace for Google Calendar. Review collected by and hosted on G2.com.

There's nothing I dislike about Notion, really—I just wish columns within callout boxes were possible! Review collected by and hosted on G2.com.

Organization and documentation management—It's been wonderful to consolidate our documentation and tasks in Notion, with seamless linking between items. This has made it easier to handle staff turnover and onboard new team members to use Notion for work. Review collected by and hosted on G2.com.

I don't have such dislikes but one thing is there that it takes a little bit time to update the sheets for my collegues after saving. If this could be autosaving then it might be great. Review collected by and hosted on G2.com.

Smartsheet is helping us to keep our team alerted for tasks and deadlines with real-time collboaration. We are creating various project management easy to use solutions for organization with smartsheet that is helping them to streamline their process.

Good feature for my case is the automation. Smartsheet’s automation features are good to get approval and elimanate manual tasks like sending notifications and updating statuses.

Visually attractive Dashboards and third party integration are another reasons for why we are using smartsheet. Review collected by and hosted on G2.com.

Sometimes customizing workflows, tasks and navigating the system can be overwhelming, requiring significant time and effort to set up and master the tasks set up and the follow up dates but once someone spends time it gets easier to use. Review collected by and hosted on G2.com.

As a legal firm we handle case files, client records, and correspondence. A CRM must efficiently manage this high volume of data without compromising system speed or reliability. We found that is really easy to share documents and keep them with each client as its easier than having an outside folder with all the documents. 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.

Allthough I find their general user interface easee to use for simple ticket handling, once you get into administration roles it becomes more complex. The general setup of certain areas are not intuitive, and I often have to relearn certain procedures many times to get it right. It could use a restructure and overhaul to make a more unified experience. Review collected by and hosted on G2.com.

Freshdesk is streamlining how we are handling a large number of daily incoming communications from our customers related to questions about our product, requests about our product or bug reporting and issue resolution.

It helps both a small team of first line to address what they can and a large team of developers to work together to solve the complex cases. 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.

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

Es muy limitado en su versión gratuita, aunque entiendo que debe ser así.

También, siento que es muy confuso para crear otros tableros basados en un proyecto anterior, aunque solo es darle a copiar tablero, se torna confuso cuando preguna que si desea conservar tableros y plantillas de tableros; Me he equivocado con frecuencia en esta parte y tengo que eliminar el tablero para crearlo nuevamente. Review collected by and hosted on G2.com.

Me ayuda a resolver problemas con las etapas de mis proyectos y gestionarlos de una forma más eficiente.

Anteriormente manejaba mis proyectos por WhatsApp y era un caos porque tareas que se habían asignado a otra persona, cuando teníamos que buscarlas para saber si fueron realizadas era un caos, con Trello esto fue solucionado ya que de forma fácil visualmente podemos ver el estatus de cada tarea sin dar muchas vueltas, la verdad que trabajar en equipo es muy fácil y organizado.

Definitivamente me ayuda a aumentar la productividad y me permite mantenerme actualizado de forma rápida. 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.

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.

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.

The biggest issues we have had are in dealing with more complex business situations including management of multi-site and multi-location customers from a platform and billing standpoint. I've communicated this to the dev team and they are aware and hopefully planning in dev priorities on when this can be addressed, but it is an area that some more mature PSA platforms currently beat Syncro on. Review collected by and hosted on G2.com.

Syncro allows us to manage the full service delivery tracking for our clients. Being able to review the administrative side of client management including contracts, billing etc is great when it ties directly into the number of agents deployed for example. We were also able to eliminate multiple different vendors. Dealing with one vendor and login portal is a whole lot easier than dealing with four different tools. Review collected by and hosted on G2.com.

Some bad things:

1. Lack of advanced reporting

2. Mobile app could be improved

3. Pro plan restrictions on some features - ridiculous

4. Crashes rarely - and have to refresh

5. Some advanced fatures are a bit complex too use Review collected by and hosted on G2.com.

Airtable solves several problems for my team by combining the simplicity of a spreadsheet with the power of a db. It helps me organize my project, adjust data as needed, and collaborate in real-time with my team. I also use the forms features that makes onboarding new users great! By offering custom views for multiple team members, many different column items, and automation features, it saves me so much time on repetitive tasks and allows for better focus on high-priority tasks. Overall, it simplifies data organization, improves team collab, and adapts as my projects grow, making it a great tool for managing my team and project. Review collected by and hosted on G2.com.

It has some limitations, like it can struggle with processing large datasets, leading to performance lags or timeouts. For me debugging complex RPA flows can be challenging due to limited debugging tools. Review collected by and hosted on G2.com.

It is helping me automate repetitive flows in the collection and processing of ecommerce data. Saving my time and my team's time 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.

While using hubspot workflows we are not able to tag persons on the slack channels, which is a bummer for us & sometimes Ctrl+F does not respond very well. Review collected by and hosted on G2.com.

Slack is a comprehensive communication platform, which is super easy to use. We are able to send instant alerts from Hubspot to Slack Channel or to a user directly which helps us attend urgert queries very promptly. Further, slack integration also allows us to manager our hubspot live chat from slack itself, when a customer uses live chat on website, it get sent to a designated hubspot channel & we are able to carry on with the chat from slack itself, which is super nice. Review collected by and hosted on G2.com.

Nothing as such, so far it is good. Haven't faced any issues typically. Review collected by and hosted on G2.com.

Major pain point was the Attendance management especially for the remote workforce. Keka has helped us to resolve the issues by updating the login log out in the system as well. PMS is also one of the tasks which has been digitised using the Keka tool. Review collected by and hosted on G2.com.