Workflow Management Software

Typically, Workflow Management is a capability of a variety of other G2 Software categories. See more below to select the

best Workflow Management Software.

Workflow management software creates a sequence of tasks for tracking the progress of projects and automate overall workflow. Project management and task management software offer workflow management features, where team members can track and record progress of their tasks. These solutions also provide transparency into the overall progression of a project from start to finish. Business process management (BPM) software also offers a workflow process, by breaking down company goals into steps and tasks. Professional service automation products manage workflows for professional service projects, by tracking the resources and tasks needed to complete a job for a client. Help desk and service desk software also offer workflow management, but for specific aspects of business. Help desk solutions are used for answering customer service requests and automatically create tickets, which can track the workflow of the customer service representative. Service desks are very similar, but track the workflow of IT support staff from internal requests. Workflow management solutions are most frequently used by project manager to help optimize team performance. Developers and product teams often utilize these workflow management tools.

monday.com is a software company that gives anyone the power to build and improve how their organization runs.

Top Workflow Management Software Result from Project Management

Also listed in Markup Software, Project Collaboration, Work Management, Business Instant Messaging, Kanban Project Management


Jena R.
JR
“Streamlining workflows with Monday.com”
What do you like best about monday Work Management?

Monday.com provides visual dashboards that provide a clear overview of tasks, deadlines, and progress, ensuring everyone stays aligned. I can easily check on progress on a project without having to wait for an update from the Project Manager. I can quickly view our accounts payable, pull up invoices and problem solve with our customers, again without having to wait for input from acccounting. Monday.com tools make project management and working between sales and operations a more efficient and smoother process. I use Monday.com every day Review collected by and hosted on G2.com.

What do you dislike about monday Work Management?

I do not have any real dislikes about Monday.com. Perhaps the only downside is there is a bit of a learning curve to set up project workflows. It is not 100% intuitive but to be fair the learning curve on other platforms is equal or a higher bar. Review collected by and hosted on G2.com.

What problems is monday Work Management solving and how is that benefiting you?

We are a global company working across many time frames, Monday.com helps us communicate about projects, workflows and our accounts receivable system. It allows me to quickly see project updates, status and timeframes. I can easily communicate with our operations team about incoming projects - giving them visibily to the sales pipeline. Review collected by and hosted on G2.com.

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ClickUp

ClickUp

(10,040)4.7 out of 5

ClickUp

(10,040)4.7 out of 5

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully cu

Top Workflow Management Software Result from Project Management

Also listed in Project Collaboration, Work Management, Visual Collaboration Platforms, Marketing Calendar, Business Instant Messaging


Daria G.
DG
(Original )Information
“Flexible project management and collaboration tool”
What do you like best about ClickUp?

- It's flexible, meaning you can configure it how you need it to be, making it suitable for any team: technical teams like IT, marketing, creative teams etc.

- It has revolutionized the way our teams communicate and keep track of our work because now we're not using different systems to keep track of updates on campaigns and activities. We just log in daily (or rather hourly!) in ClickUp and check the updates directly on the task card.

- The support from the ClickUp team is fantastic. I love that they listen to their community and make tweaks and updates that we actually request. They have a features request page where you can make requests and upvote other people's requests and it's not just for show. A lot of the requests I've upvoted in the past have actually been implemented.

- Tech issues are rare and get fixed quickly. Most recent issue I had was solved in a matter of 30 mins, via chat directly on the platform. Review collected by and hosted on G2.com.

What do you dislike about ClickUp?

- Sometimes, you need to refresh the page for the latest updates to be visible.

- Board view has been slow to update more recently, but issue gets fixed with a refresh

- ClickUp does have some out-of-the-box templates you can use to start right away, if you are part of a larger team or if your use cases are a bit more complex, implementation on your own can be quite tricky.

- If you are an Enterprise company like us and have very strict IT security policies, you might have trouble leveraging some of the integrations that ClickUp offers with other products, however that can vary depending on the company's internal policies. Review collected by and hosted on G2.com.

What problems is ClickUp solving and how is that benefiting you?

- Improved cross-team collaboration and productivity

- Single source of truth for our projects and activities, no longer distributing the communication on multiple platforms, making it easier to keep track of updates.

- Transparent ticketing system and ticket management for marketing teams

- More visibility over marketing planning which decreases likelihood of cross-overs in terms of activities that are targeting similar audiences. Review collected by and hosted on G2.com.

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Notion

Notion

(6,033)4.7 out of 5

Notion

(6,033)4.7 out of 5

Notion is a unified workspace for teams. Notion is a connected workspace where your team can create docs, take notes, manage tasks, and organize your work – all in one place.

Top Workflow Management Software Result from Knowledge Base

Also listed in Note-Taking Software, Project Management, AI Writing Assistant


Tamar C. L.
TL
(Original )Information
“Second Brain with A Twist”
What do you like best about Notion?

I've been using Notion for 5+ years now, and have been using it as my second brain for both personal and professional. On the business side, I am a UX designer, and one thing that I love to do is post all of my secondary and primary research and transcripts from user interviews, and then ask Notion to help me tweeze out the key pain points/ issues/ benefits etc. I also love the community, the shared templates, and the continuous improvements being brought into the tool. Review collected by and hosted on G2.com.

What do you dislike about Notion?

Setting up pages and linking data based can be a bit tricky. I'd love if I could not only ask the AI to help me with written content, but also with page setups. It doesn't have to be anything fancy, but it would be great if the tool was intuitive in that way where I could say what I'm trying to track or create, and it could suggest page layouts with linked subpages and databases or build tables for me and then provide a quick tutorial or explanation on how to navigate. Review collected by and hosted on G2.com.

What problems is Notion solving and how is that benefiting you?

Notion acts as my planner, notebook, and sticky notes, all wrapped into one. It's a digital note taker that is with me wherever I go. The AI features have helped with my grammar and brainstorming, summarizing text, and tweezing out information or key points out of complex compiling of notes. Review collected by and hosted on G2.com.

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Asana

Asana

(10,878)4.4 out of 5

Asana

(10,878)4.4 out of 5

Asana helps teams orchestrate their work, from small projects to strategic initiatives. Headquartered in San Francisco, CA, Asana has more than 139,000 paying customers and mi

Top Workflow Management Software Result from Project Collaboration

Also listed in Markup Software, Work Management, Marketing Calendar, Objectives and Key Results (OKR), Workflow Management


DG
“Great Product for Management.”
What do you like best about Asana?

I just using asana couple months before what I like the best about is that it porvides very simple Ui and it is very easy to use and its very easy to manage my tasks and projects and it also porvides easy integration to connect my other third party platform to manage my data easily Review collected by and hosted on G2.com.

What do you dislike about Asana?

I think i don't have much to dislike about asans but one thnig which I don't like that it can get slow on the big projects and also it gives the two many notification. Review collected by and hosted on G2.com.

What problems is Asana solving and how is that benefiting you?

Asana helps me to keep all my tasks and projects in one place, so nothing gets lost or forgotten. It makes teamwork easy by letting everyone see who's doing what and when. No more messy emails or missed deadlines. The reminders and deadlines help me stay on track, and I can see progress in real time. It saves me time, keeps work organized, and makes things less stressful. Review collected by and hosted on G2.com.

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Smartsheet

Smartsheet

(18,745)4.4 out of 5

Smartsheet

(18,745)4.4 out of 5

Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform.

Top Workflow Management Software Result from Project Management

Also listed in Project Collaboration, Work Management, Marketing Calendar, Privacy Impact Assessment (PIA), Workflow Management


Harsh K.
HK
“A great product but needs to improve and evolve with time.”
What do you like best about Smartsheet?

I've had great experience using Smartsheet, especially with its ability to set formulas and link one sheet to another. This feature really simplifies the process when pulling information from multiple sheets into one. Review collected by and hosted on G2.com.

What do you dislike about Smartsheet?

However, I've encountered a few issues that have made my work a bit more challenging.

Our organization has a folder where all project templates are stored. When we start a new project, we typically copy the entire folder of templates to a new location. While the folder appears in the new location, the individual sheets within the folder don’t show up immediately. It usually takes around 5 to 10 minutes for the sheets to appear, but if I copy a single sheet instead of the entire folder, it appears instantly. This delay when copying multiple sheets is something I’ve noticed.

Additionally, I have around seven sheets linked to a main sheet. These seven sheets are regularly updated throughout the project lifecycle. However, the main sheet takes a significant amount of time to update and reflect the changes made in the linked sheets. The delays can be frustrating, especially when the project requires real-time updates.

I’ve tested these issues across multiple networks, all of which consistently provide speeds of at least 10 Mbps, so I’m confident the problem isn’t related to network speed. I believe it may be a software malfunction rather than a network issue. Review collected by and hosted on G2.com.

What problems is Smartsheet solving and how is that benefiting you?

Working on project budgets, working on project schedule and working with purhase order and book keeping. Review collected by and hosted on G2.com.

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Freshdesk

Freshdesk

(3,498)4.4 out of 5

Freshdesk

(3,498)4.4 out of 5

Freshdesk is a cloud-based helpdesk software that streamlines customer conversations across multiple channels including email & phone. It enables faster collaboration with you

Top Workflow Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Shared Inbox, Conversational Support, Complaint Management, Social Customer Service


Jenny P.
JP
(Original )Information
“Efficient and Seamless Customer Support with Freshdesk”
What do you like best about Freshdesk?

I appreciate Freshdesk's interface and powerful automation features that simplify our work on customer support and payment support-related ticket management and Freddy improves our responses and Canned responses save time. Its Freshdesk's multi-channel support allows seamless email, chat, and social media communication, ensuring consistent customer service. The analytics and reporting tools are already some reports are predefined we need to update them according to our use. The reports provide valuable insights to optimize team performance and CSAT helps improve customer satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Freshdesk?

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.

What problems is Freshdesk solving and how is that benefiting you?

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.

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Rocketlane

Rocketlane

(739)4.8 out of 5

Rocketlane

(739)4.8 out of 5

Rocketlane is a Collaborative Customer Onboarding Platform that helps you shorten time to value, and deliver a delightful onboarding experience.

Top Workflow Management Software Result from Client Onboarding

Also listed in Project Collaboration, Resource Management, Workflow Management, Task Management, Professional Services Automation


Walter C.
WC
“Project Management and Automation with a Customer Perspective”
What do you like best about Rocketlane?

It's new and doesn't have any of the technical debt you see in other solutions. I love that they provide a Customer Portal - a place that our customer can go to at any time and immediately see the status of their project, tasks status (filterable by type and by owner), announcements, attachments, and form capability for our customers to submit feedback directly into the project as a task (and the ability the track that feedback). The Customer Portal is fantastic. It also means we save a lot with licenses and don't have to struggle with access or permissions and trying to teach our customers how to navigate the application itself. Customers have one plact where they can see everything they need to see and they can share or invite others. It's ultimately what made us select Rocketlane. And Rocketlane's implementation was relatively easy and they use their own application to manage it (they "drink their own champaigne") That helped us understand how to use the product and leverage ideas they used in our own implementation. The customer support has also beeen top notch. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

I think because their solution is relatively new, it makes it cutting edge, but it also means that somethings need still to be added or modified. That said, when we bring up enhancements or ideas they seem very quick to get them in their backlog and alert us when the functionality is available. I would like to see more AI options that summarize the Project and Project status and sentiment from the feedback forms. Also need better adoption metrics for the Customer Portal. There are plenty of metrics for the internal use of the tool (us), but I am not seeing a lot of reporting capability for the our customers (the Customer Portal side) - yet. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

Rocketlane solves customer accessibility to view the Project and Project status whenever they want. The Customer Portal provides our Customers with a single place to find eveything they need to know about their project as well as give them the access/ability to update their assigned tasks. And bevause this is done from a Customer Portal, they can access and view this on their own without the need to reach out to our Project Management team or to having to wait until the next scheduled project meeting.

Everything the customer needs to see and have access to is litterally on the landing page when the Customer logs in. Review collected by and hosted on G2.com.

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Zoho Desk

Zoho Desk

(6,185)4.4 out of 5

Zoho Desk

(6,185)4.4 out of 5

Zoho Desk pulls in all your customer interactions from across multiple channels into a single, clean interface. You can then seamlessly continue these conversations and help c

Top Workflow Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Social Customer Service, Live Chat, Customer Self-Service, Customer Communications Management


MW
“One place to manage all customer support”
What do you like best about Zoho Desk?

I am still on trial, but our main requirement was to be able to use an Exchange Shared Mailbox as a support email to avoid creating a regular user. Out of many solutions we reviewed Zoho Desk was only one that provided this capability. Thanks to that client facing email is in our domain and we don't need to worry about message delivery or authentication.

Another thing that we liked are customizations - Zoho Desk allows to customize not only email addres or customer portal address (to be in the company domain), but also customize visualy customer portal to match company brand and website visual design. However, it could allow a little bit more - as in some cases not all bottons or elements can be fully customized. Review collected by and hosted on G2.com.

What do you dislike about Zoho Desk?

Customer portal visual customizations could allow a little bit more :)

Would love to see way to integrate with Clockify to automatically track time on tickets - I know Zoho has this option, but we're using Clockify as our main time tracking system to track time over all projects, not only support. Still need to explore other Zoho products - perhaps there's a way to use one of Zoho tools to track time globally. Review collected by and hosted on G2.com.

What problems is Zoho Desk solving and how is that benefiting you?

First of all we recently signed few support contracts and need arised to have a support portal where we can communicate and work with our customers. The main goal was to give customers a way to share with us issues and create tickets. And from the customer perspective they needed to be able to track and audit all tickets and have a historical view on what has been done and what issues they had. Zoho Desk provides us all of that and fulfills all the requirements. We have a system to work with client, monitor SLA and more. Customers, on the other hand, have a full view on all tickets with its full history to have an audit trail and progress that has been made. Review collected by and hosted on G2.com.

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Laserfiche

Laserfiche

(972)4.7 out of 5

Laserfiche

(972)4.7 out of 5

Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

Top Workflow Management Software Result from Enterprise Content Management (ECM)

Also listed in Document Scanning, Digital Process Automation (DPA), AP Automation, OCR, Online Form Builder


Brenda D.
BD
(Original )Information
“Centralized Document Management Done Right”
What do you like best about Laserfiche?

Laserfiche takes the guesswork out of managing your documents. It shines a light on the benefit of a centralized document management system versus a network drive or other cloud-based storage. I also like the automation aspect, that is available in Workflow, that automates file storage and records management in the repository, and the automation found in Forms that automates the processing of forms, and their movement from person to person in an organization. Review collected by and hosted on G2.com.

What do you dislike about Laserfiche?

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

Recommendations to others considering Laserfiche:

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.

What problems is Laserfiche solving and how is that benefiting you?

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.

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Syncro

Syncro

(270)4.5 out of 5

Syncro

(270)4.5 out of 5

Combined PSA + RMM + Remote Access in one Intuitive* Dashboard

Top Workflow Management Software Result from Remote Monitoring & Management (RMM)

Also listed in Remote Support, Remote Desktop, Professional Services Automation, Endpoint Management


RH
“Syncro MSP: A Seamless and Efficient Tool for Everyday Business Management”
What do you like best about Syncro?

Syncro has truly simplified our workflow and made managing our business operations smoother. We rely on it daily, and its wide range of features ensures we have everything we need. The ease of implementation was a major plus, allowing us to get up and running quickly without hassle. Whenever we've encountered issues, Syncro's support team has been incredibly helpful and knowledgeable. Additionally, integrating it with our billing system has been a breeze. I would have no problem recommending this product to friends, family, or other businesses. Review collected by and hosted on G2.com.

What do you dislike about Syncro?

I'm not fully keen on the recent update as it requires me to navigate some new changes, it's just a learning curve. I'm confident that once I get accustomed to the new layout and features, I'll end up loving it even more! Review collected by and hosted on G2.com.

What problems is Syncro solving and how is that benefiting you?

Syncro is helping us solve the problem of paper waste in our business. By using this software, we’ve significantly reduced our paper usage, making our operations much more environmentally friendly. This shift not only helps us stay eco-conscious but also streamlines our processes, cutting down on clutter and improving efficiency. It’s a win-win for both our business and the planet! Additionally, it keeps our accounts department and customers updated on everything happening in the background, improving communication and efficiency. Review collected by and hosted on G2.com.

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Reach new heights of business productivity by automating repetitive, time-consuming tasks with Microsoft Power Automate.

Top Workflow Management Software Result from Business Process Management

Also listed in Robotic Process Automation (RPA), Process Mining


Ibitamuno T.
IT
(Original )Information
“Review of Microsoft Power automate with an overall rating of 8/10”
What do you like best about Microsoft Power Automate?

What i like best about power automate is the flow chart format the trigger and actions are presented in, the ability to connect with various connectors within and outside the 365 packages, the ability to generate and create flows with copilot and the email notifications on weekly flow failures. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Power Automate?

I dislike the expression formulas. They are easy to mess up and the syntax isn't really clear. Some actions aren't available for e.g there's a start of month variable but there's none for the end of the month. The expression formulas aren't user friendly but it's a vital part of all flows. Additionally, the limited run history of only 28 days hinders the ability to review past runs and troubleshoot issues effectively. Also, some performance issues such as failures and timeouts occur without clear reasons or guidance for debugging especially the "get a PDF of a signed aggreement" action with the adobe sign integration Review collected by and hosted on G2.com.

What problems is Microsoft Power Automate solving and how is that benefiting you?

Power Automate as the engine for creating workflows for applications developed within Power Apps, this applications have addressed the challenge of providing staff with easy access to raise requests and report hazards promptly with real time status update on the reports made. It has also established an audit trail, enhancing process compliance monitoring and accountability.

Power Automate has also helped improve our ESG impact by reducing manual paper processes through the creation of workflows that carryout these tasks automatically. It has also minimized human typing errors by extracting text from documents. This has also helped to increase the productivity of staff and helped them focus on more important tasks. Review collected by and hosted on G2.com.

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Trello

Trello

(13,671)4.4 out of 5

Trello

(13,671)4.4 out of 5

Trello is a collaboration tool that organizes your projects into cards and boards. In one glance, Trello tells you what's being worked on, who's working on it, and where somet

Top Workflow Management Software Result from Project Management

Also listed in Project Collaboration, Task Management, Work Management


Avtar S.
AS
“Lifesaver tool for project management”
What do you like best about Trello?

According to me Trello is really great for project management. Its really great for handling multiple projects. Its method of arranging tasks with boards, lists, and cards is very user friendly. Being able to see everything at first glance, whether personal or professional, is something I truly appreciate. Review collected by and hosted on G2.com.

What do you dislike about Trello?

To be honest, I'm impressed with how well it's handled my task management needs. So there's nothing to dislike from my side. Review collected by and hosted on G2.com.

What problems is Trello solving and how is that benefiting you?

One of the most important aspects that it addresses for me is clarity. In Trello each project can have its own board, I can organize all of its tasks, projects, and notes in one place. In this way hit becomes easier for me to work on multiple projects at single time. The moment i started using Trello everything is organized and visually appealing. Review collected by and hosted on G2.com.

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Autotask Pro integrates all of the features and functionality you need - and the flexibility to adapt them to meet your specific business requirements

Top Workflow Management Software Result from Professional Services Automation

Also listed in IT Service Management (ITSM) Tools, Service Desk


Lokesh  S.
LS
(Original )Information
“Best MSP user request ticketing tool we have integrated with Datto RMM and ITGlue”
What do you like best about Autotask Professional Services Automation (PSA)?

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:

Checklists and Documentation - It enables us to create checklists and upload screenshots and documents, ensuring easy access to crucial information.

Reporting - The reporting capabilities are excellent, allowing us to generate and share reports with our management team and clients as needed for example audit purpose.

24/7 Support - The support team is always available to assist us whenever required.

Ease of Use - The system is easy to implement and user-friendly, making it accessible for users with varying technical skills. Review collected by and hosted on G2.com.

What do you dislike about Autotask Professional Services Automation (PSA)?

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

What problems is Autotask Professional Services Automation (PSA) solving and how is that benefiting you?

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.

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Deliver excellent customer service with a 360-degree view of your customers, an enterprise grade knowledge base, agent productivity tools, service contracts & entitlements, an

Top Workflow Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Contact Center Quality Assurance, Conversational Support, Customer Communications Management, Contact Center Knowledge Base


Jon S.
JS
“Salesforce Service Cloud is an industry leading solution for Quality and Complaint Management”
What do you like best about Salesforce Service Cloud?

Salesforce Service Cloud is a well known brand in the Software as a Service (SaaS) industry. Having a good reputation, our Quality Team is naturaly drawn to it for it's simplicity, ease of navigation, and general ease of use. The software experience within the platform is user friendly and there are new features in 2024 such as AI automation and AI bots, which are exciting for our end users. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Service Cloud?

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.

What problems is Salesforce Service Cloud solving and how is that benefiting you?

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.

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Slack

Slack

(33,941)4.5 out of 5

Slack

(33,941)4.5 out of 5

Slack brings all your communication together in one place. It’s real-time messaging, archiving and search for modern teams.

Top Workflow Management Software Result from Business Instant Messaging

Also listed in Project Collaboration, Work Management, Unified Workspaces, Screen Sharing, Audio Conferencing


Amit K.
AK
(Original )Information
“Amazing experience with slack”
What do you like best about Slack?

Slack organize online office space where teams are connected though chat and can work together and it is very easy to use and we can create many channels for specific topic , projects or teams.We can direct private message to any people of the workspace.Many automations available. We can make smooth voice & video call smoothly.

Through slack we can communicate & share the code of the project with all my team mates.

We can connect slack with many apps like gmail,google drive.

Its have very robust automation like gmail is automate with my projects channel & if any cllients mail comes then it directly appears in that particular project channel.

Improves communication.

It have lots of emojis & we can add more emojis in it

Its best feature is huddle which is really working smooth even on slow internet Review collected by and hosted on G2.com.

What do you dislike about Slack?

I realise slack is good & meet my all requireents so, no dislikes Review collected by and hosted on G2.com.

What problems is Slack solving and how is that benefiting you?

Im a salesforce developer & in my organization we used slack for the team communication or for the video conferencing.We used before microsoft teams but it have limited features & limited automation but now, we have smooth experience with slack & can share code on it & manage team of the various projects & it have gmail integration which solves the problem like no need to check the mailbox again & again if, it integrated then email appears directly into slack.

Slack keeps the things organized and improve communication.

It boosts teamwork

Its flexible, i use slack on my phone , office laptop as well.

Its best feature is huddle which works smoothly on even slow internet & we have implemented a workflow for a particular time in channel for the birthday wish.

We automate the workflow for managing the merge request of our projects code in the project channel to my reporting manager. Review collected by and hosted on G2.com.

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Airtable

Airtable

(2,769)4.6 out of 5

Airtable

(2,769)4.6 out of 5

Airtable is the all-in-one collaboration platform designed to combine the flexibility of a spreadsheet interface with features like file attachments, kanban card stacks, revis

Top Workflow Management Software Result from Project Management

Also listed in Strategy and Innovation Roadmapping Tools, No-Code Development Platforms, Task Management, Product Management


TC
“Helped us get a handle on our complicated team-based scheduling and management.”
What do you like best about Airtable?

The best part about airtable is it's customiizable nature. We worked with a tech specialist to configure Airtable to meet our unique needs and it has so far been adaptable to everything we needed it to do. It has a huge capacity in terms of features and we were able to get it up and running in a fairly short period of time. Review collected by and hosted on G2.com.

What do you dislike about Airtable?

There are no real downsides except the intial learning curve. I believe we could have built Airtable out as we needed but it would have been a bigger intial time investment. Working with a tech specialist who knew Airtable well really helped us get up and running fast. It was worth the cost. Review collected by and hosted on G2.com.

What problems is Airtable solving and how is that benefiting you?

We have a staff of three that do 150 week long classes for over 1500 youth each year. We need to schedule those sessions with a variety of community partners across a region in southeast Virginia. In addition, we need to record data about all 1500 youth we serve at the end of each class. Airtable has streamlined the data entry for our staff and created one central repository of data and scheduling information. Review collected by and hosted on G2.com.

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Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.

Top Workflow Management Software Result from Professional Services Automation

Also listed in Resource Management, ERP Systems, Customer Success, Project Management


KM
(Original )Information
“Best business solution for empowering tomorrow's possibilities.”
What do you like best about Certinia PS Cloud?

it is easy to use because it is built on the Salesforce platform. It has some features like managing staff, customers, projects, financials, etc, and quick customer support.it is very easy to implement and easy to integrate with the other applications as well. The frequency of use PS Cloud is very quick. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

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

What problems is Certinia PS Cloud solving and how is that benefiting you?

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.

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Bordio

Bordio

(58)5.0 out of 5

Bordio

(58)5.0 out of 5

Bordio is a tool that helps teams work together better. It's really easy to use and helps everyone keep track of all the tasks and projects they have to do. You can make to-do

Top Workflow Management Software Result from Work Management

Also listed in Project Collaboration, Task Management, Kanban Project Management, Project Management, Project and Portfolio Management


Aleksejs .
A
“How Bordio simplified our workflow: a simple solution for our growing team's needs”
What do you like best about Bordio?

A huge advantage for us is the convenience and minimalism of the interface. Our team consists of many young people who are used to simplicity, and when we tried to implement other solutions (we tried OrangeScrum, Odoo, Trello, Jira), they were almost always met with resistance because they were complex and inconvenient. Another big plus is the excellent mobile applications, which do not glitch, unlike many other systems, and they are very useful for quick work, especially during meetings. Review collected by and hosted on G2.com.

What do you dislike about Bordio?

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.

What problems is Bordio solving and how is that benefiting you?

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.

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WorkOtter

WorkOtter

(52)4.8 out of 5

WorkOtter

(52)4.8 out of 5

WorkOtter is a simpler, lower cost, and adaptive Cloud suite that makes PPM a snap

Top Workflow Management Software Result from Project and Portfolio Management

Also listed in Project Management


Temitope B.
TB
“Project Management with Outstanding Support”
What do you like best about WorkOtter?

I appreciate WorkOtter for its integrated approach to project, resource, and portfolio management. The platform's intuitive design, including interactive

Gantt charts and drag-and-drop features. Review collected by and hosted on G2.com.

What do you dislike about WorkOtter?

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

What problems is WorkOtter solving and how is that benefiting you?

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.

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Keka

Keka

(1,319)4.5 out of 5

Keka

(1,319)4.5 out of 5

keka is a Modern HR and Payroll software for small and medium sized businesses that manage employee engagement, it has time tracking, attendance management, and leave manageme

Top Workflow Management Software Result from Core HR

Also listed in 360 Feedback Software, Work Management, Resource Management, Absence Management, Time & Attendance


SS
(Original )Information
“Keka helps with efficient payroll & HR management”
What do you like best about Keka?

Keka is the best application which has very user friendly and interactive UI , with integrated payroll, time tracking, and leave management. It's self-service option for employees is increasing transparency and engagement between HR and employees. Keka is very simple in implementation and helpful customer support. This software is in our daily use to login and log out which is not difficult to integrate with other programs such as this. Review collected by and hosted on G2.com.

What do you dislike about Keka?

The only drawback of keka is it's customer support is slow which should be improve in it. Review collected by and hosted on G2.com.

What problems is Keka solving and how is that benefiting you?

Keka has solved all the issues that is related to HR, which gives a lot of benefit to me as an employee. For example, accurate payroll processing and leave management allows tracking while requesting time offs smoothly for an ideal work-life balance. It has attendance logging as well. The self-service portals provide a view through which I can fetch payslips, leave balances, and personal information at my convenience. Ultimately, Keka is time-saving, error-free, and also more controlling for all kinds of HR-related tasks for me. Review collected by and hosted on G2.com.

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