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.

As all features are built-in, customers were flooded with features that affected the ease of use for customers and needed enough time to start using it. Review collected by and hosted on G2.com.

Currenlty we are using the different products for Product Develoment and planning, kanban board, Team Collaboration, Task Management. Where now click up brought all the features built in one place where all these things sync together and help the user to have better experience. New AI feature eases us many work which we usually do with other products. Review collected by and hosted on G2.com.

While Notion offers a lot, I do find it difficult to integrate it smoothly with other tools, like Google Calendar. Additionally, the learning curve can be steep, especially when trying to set up complex systems. I feel that the platform could benefit from better support to help users get the most out of its features. The process can also become challenging for more advanced tasks. Review collected by and hosted on G2.com.

Notion is helping me save a lot of time by providing ready-to-use templates for new clients, activities, tasks, and projects. This allows me to focus more on the creative aspects of my work, which, as a designer, is the most important part of my business. With Notion, I can keep track of all ongoing projects and prioritize the tasks that need attention daily. Having everything organized in one place also reduces my stress; I no longer have to search in multiple locations for client or project information, which makes my workflow much smoother and more efficient. Review collected by and hosted on G2.com.

The features and set up can be a bit manul at times which makes onboarding this tool move slower than I would like. I wish some of the features were more intuitive and more UI focused. Customer facing interfacing is lacking in easy of use and can create bottlenecks. Support team is overseas and creates a less than seamless experience in terms of trying to resolve issues quickly. Our renewal experience felt rushed and we had very little engagement from our CSM leading up to it. Review collected by and hosted on G2.com.

It helps keep internal processes and procedures clean and bullet proof. The customer facing URL gives customers a chance to particpate in the project roll out. The Forms feature makes it easy to gather and collect data. The files feature allows you to easily store documentation for each project which helps replace Google forms and Drive. Review collected by and hosted on G2.com.

To be completely transparent there are not things I dislike about Smartsheet. There are things in every program and platform that could run differently and/or smoother at times, however, with Smartsheet I do not find myself saying that much at all.

Currently there is nothing I can say I dislike, I am more than happy, as is out team! Review collected by and hosted on G2.com.

Several months ago we were able to terminate our user agreement with a different older and bulkier CRM program and bring that information to Smartsheet.

I spearheaded the project in order to not only save money for the company, but more importantly, to make our sales process and customer management tool fit our needs within a program that is intuitive and user friendly for all.

I was able to automate a workflow that puts information where we want it which enables the team to stay in the know when it comes to sales & sales trends. We have been able to create reports that give us the information we need in order to focus our energy in the right places and strategise for current and future success of our company and the clients we serve.

Our old CRM has NOTHING on Smartsheet! We have already seen a huge increase in organization, employee buy in, project management, client retention, sales trends, and profitability. Review collected by and hosted on G2.com.

Its expensive. The pricing plan of dollars per seat make it expensive for a startup or a small organisation. Also, the feature are limited in the free version. Review collected by and hosted on G2.com.

We have a remote team of 10-15 members. We use Asana for our tasks management, content calender, project management and so much more. Its literally our most useful app right now. Everyone in our team uses asana daily. Its solving the problem of tasks management, and project management. Review collected by and hosted on G2.com.

I am struggling with Product categories update, I havent found yet where to create new ones. Review collected by and hosted on G2.com.

Zoho Desk really works well with Site24x7, I will be able to better manage my SLA's with this integration and turning the Field Support operation to this tool I bring sinergy between them and the monitoring activities. The outcome is a more satisfied customer 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.

The large volume of options and functionalities could be seen as a point of concern and, in certain cases, an obstacle to the rapid adoption of the system. However, the available documentation and the help of Trailblazer allow us to easily overcome this challenge, maintaining an efficient learning curve. Review collected by and hosted on G2.com.

Before implementing Service Cloud, we served customers primarily via email. There were issues related to the lack of centralized service, the absence of a broad and clear view of the status of open requests and which ones should be prioritized, which hindered meeting deadlines and customer satisfaction.

In terms of team management, there were no easy ways to monitor team performance. Working solely via email hindered the analytical view of metrics such as average response time and made it difficult to identify bottlenecks or opportunities for improvement.

By implementing the tool in selected departments, we were able to migrate to the case management model, in which interactions with customers are centralized in Service Cloud and tracked transparently. We implemented automated tasks using flows, approval processes and case routing routines that help employees perform their work, reducing the time to resolution and allowing them to focus on what is a priority. In addition, we now have detailed reports on team performance, delivering valuable insights to continually improve service quality and ensure customer satisfaction. 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.

The only downside I have experiences is if I don't have the specific admin privileges to see certain groups and therefore, tickets, the tickets seem to disappear and it takes some time to get access to these tickets. Review collected by and hosted on G2.com.

Organization of different types of requests or complaints. Review collected by and hosted on G2.com.

There isn't anything negative I can say about Trello Review collected by and hosted on G2.com.

Trello benefits me as I can assign projects and not have to worry about the temps finding the documents or formats needed because I can attach everything they need to the card and they can just slide it to the finished column notifying me that the project is done - we don't have slow starts to projects because the temps don't know where to access their lists or me not being able to tell if the project I done or not Review collected by and hosted on G2.com.

I would like more personal customization and the ability to set and save views. Take the ticketing page. It would be nice to set as many or as few columns as I would like to see and that be a saved view. My other dislike is the frequent upgrades. I understand that you are trying to improve your product but I wish there was more heads up on the changes. I dislike when a page changes and then I have to learn how to re-navigate while I have a client on the line. Review collected by and hosted on G2.com.

Atera provides us with our ticketing system. From here we use the Splashtop and remote on users' computers to solve their issues. Review collected by and hosted on G2.com.

Android application and iOS application doesn't comes with all the functions which available in the website, which is downside for the user who use the keka in application.

UI needs to be more trendy, its very simple looking. Review collected by and hosted on G2.com.

We often need to reach out to HR for queries related to payslips, leave balances, or tax documents. Keka’s self-service portal allows employees to access this information directly and saving time for HR.

Keka’s analytics provide insights for user performance, turnover, attendance patterns, and more, aiding decision-making for workforce planning and because of automation it reduces human error in payroll and attendance calculations, ensuring compliance and minimizing errors. 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.

The only downside to using Intercom is that I don't have a team around me helping with activation and customer onboarding. I don't think I've saved more time with any other tool (besides ChatGPT). Review collected by and hosted on G2.com.

Intercom takes over the role of founder, marketer, salesperson and customer support in all of our automated series and through the chatbot. I've created onboarding workflows, product feature guides, activation checklists, you name it. Review collected by and hosted on G2.com.

The only complaint we have is the inability to have specific users at higher Airtable plans. Just about everyone in our company has a paid airtable account, but it would be great if managment users only could upgrade to business. Unfortunately it doesn't work like that and more than doubling our Airtable expenses for everyone just to have a few managers have access to the Business level features does not make sense so we're stuck with everyone at team. Review collected by and hosted on G2.com.

We used to have several separat processes that now are all within airtable. This has reduced time it takes to do things like assign a task to our design department, reducing errors due to redundancy and repeating information. Also the seamless sharing and views makes it great for sharing real time data with clients, such as current budget on a large project that auto updates in their shared link. Review collected by and hosted on G2.com.

Nothing! It's the best

It rarely goes down, and a lot of features I wanted were rolled out recently. Would love to see the to do list feature continue to be evolved more - I like it but it's super simple right now. Review collected by and hosted on G2.com.

Over half of my company is now remote, so real time communications are key. We love the transparency of being able to see others' schedules, profiles, and send messages or video/audio communicate as needed. It's like you're back in the office! There's also a huge opportunity for culture, which is huge at a remote friendly company. Our ERG groups allow different groups of people to come together over similarities and interests. The integrations also make it super easy to blend between slack and windows when working, with in app alerts and automations and notifications from other apps within slack. Review collected by and hosted on G2.com.

I’m waiting for your AI assistant. I need him ))) Review collected by and hosted on G2.com.

team management, task planning, workload assessment, transparent productivity Review collected by and hosted on G2.com.