Managing workflows manually can be pretty tricky. Tracking every task, its progress, and attached documents can get confusing. Thankfully, workflow management software can carry this burden for you.
Workflow management solutions help automate workflows by letting you divide tasks, check progress, share files, and more. This software saves the average employee 498 hours per year. Every software has different features, and analyzing them is crucial to find the one that fits your needs.
Here’s a list of the top 10 workflow management software
- 2 weeks of free trials
- Plans starting from $9 per month
- Free plans for groups of 2 users
- Integrates with Slack, Dropbox, Google Drive, GitHub, Google Calendar, Jira, Trello, Gmail, Typeform, etc.
monday.com boasts a broad client base including Canva, Hulu, Coca-Cola, HubSpot, EA, and more. Its primary attraction is its no-code, effortless automation that takes care of most tasks like status updates, alerts, and project flows. This helps everyone stay in sync with each other and manage deadlines easily.
They follow a spreadsheet-style interface which might be because a lot of organizations use spreadsheets to track tasks. This helps such organizations to make a smoother transition. You might have to rely on third-party software for financial reporting. Its complex pricing rubric leaves no space for single users. It also offers both iOS & Android apps.
- Free trial for 30 days
- Prices start from $24 per month
- Integrations: Dropbox, Gmail, Evernote, Google Calendar, formstack, GitHub, HubSpot, Mailchimp, etc.
Kintone’s custom alerts and notifications will never let you and your team miss another deadline. You can decide who can see your tasks and workflows and grant permissions and approvals within the software. It also documents all workflows, which can be a great boon during audits.
Its most unique feature is the option to build customizable apps for business processes and workflow management. It includes a library of templates tailor-made for specific needs, including Recruiting Pack, Project Management Pack, Sales CRM Pack, Support Pack, and more.
Like monday.com, Kinstone does not offer single-user plans and begins with 5 user plans. The storage options are also limited as each user is allowed only 5 GB. They offer flexibility in their pricing plans by charging extra per user and allowing monthly and annual contracts.
- 2 weeks of free trial
- Pricing starts from $10 per user per month
- Integrations: Zapier, Amazon EC2, Office 365, Slack, Dropbox, Google Apps, Jira and more.
Kissflow assists in communication, allocating social tasks, document sharing, social collaboration and enterprise mobility. Its smart alerts and SLA manager ensure that all work gets done on time. You can also automate notifications, assignments and escalations to work error-free.
It offers code-free workflow forms which you can customize with content and media to suit your needs. You can also access the data from multiple devices to allow you higher efficiency. One of the best features is the intuitive user interface which is easy to understand. Switching to this software will not be a concern at all.
One of the cons is that data exporting is a little complicated on the software. There is no option for autoresponders, and it does not have offline functionalities. They can make a few improvements in email notifications as well.
4). Process Bliss
- 14-day free trial
- Pricing starts at $10 per user
- Integrations: Zapier, Salesforce, Google Sheets, Pipedrive, SQL database, etc
Consider Process Bliss as your to-do manager or SOP library. It allows you to assign and track actions while including others’ ideas and suggestions. You can also make private to-do lists to help you with personal tasks as well.
The software lets you create flowcharts using drag and drop features. You can add pictures, documents, links and even videos to make the tasks easier to understand. The inbuilt feedback loop allows you to revise and improve your templates constantly.
It has fewer features when compared to other workflow management software, but this works out in favor of small organizations.
- Free demo and trials available
- From $30/user/month
A powerful tool that lets you manage your projects, resources, and digital assets and proof and approve workflow in one place. It is specifically targeted at marketing teams and agencies by including multiple features.
It allows you to store brand assets while streamlining approvals, managing your resources, managing briefs and collating feedback. It also has a department dashboard that provides real-time stats on any allocated tasks and resources. The interface is a little hard to understand and might require some extra effort.
- Free trial for 15 days
- Pricing starts from $8 per month
- Integrations: Zapier, Zoho Flow, Slack, Dropbox, Google Drive and more
It automates repetitive manual work like emails, CRM and other functions. You can also track key metrics and map your processes in a visually appealing manner. This software takes privacy and accountability seriously through encryptions, field masks and access controls.
There is live tracking available for all requests. Automation processes can also be set to follow the if-then conditions. The software is a little challenging to adapt to. The dashboards aren’t that customizable, which could pose difficulties for some managers.
- Free demo and workshops
- Prices start from $19/user/month
If your business heavily relies on G Suite and Office 365 services, VOGSY is the perfect workflow management software. It helps you track your projects, clients and deals and also assists you in building SOWs and quotes.
You can allocate tasks, optimize resources, track deliverables, and automate invoicing through this software. It also provides visual representations of revenue, resources and other quantifiable metrics. Some of the features may be limited to higher plans. Word limits might require you to resort to other communication tools.
- 2-week free trial
- Price starts at $10.99 per month
- Integrations: Google, Slack, Office 365, Splunk, Adobe, Clockwise, Zapier and more
Asana charges a fixed fee per member and allows unlimited storage, activity history and unlimited guests. It even has a free basic plan for individuals and teams just starting. It allows unlimited tasks, storage, activity logs and messages.
You can attach project overviews and briefs while assigning tasks and deadlines. It also allows basic automation features like status updates, templates and task dependencies. It is easy to understand and can prove to be helpful for small and mid-size companies.
- 2 weeks free trial
- Starts at $19 per manager per month
- Integrations: Slack, Trello, Microsoft Teams, Dropbox, Zapier, Google, Jira Software Cloud and more
This software is super easy to use and only charges for managers, making it freely accessible for collaborators and stakeholders. It is easy to set up and allows all projects to be seen on the same screen. You can also easily track workloads and team availability.
The software does face slight lags from time to time but is easy to set up. There are no in-app notifications which can mess up your timeline sometimes.
10). Process Street
- 2-week free trial
- Pricing starts from $12.50 per user
- Integrations: Zapier
This tool allows you to create and run multiple workflows and track your team’s progress. You can easily track workflows and create structured procedure documents in seconds. It also helps in streamlining approval processes.
You can use this for employee onboarding, daily repeatable tasks, tracking sales or publishing, candidate screening, invoice generation, and even inspection. You might encounter a few troubles with the checklist reordering even though there are unlimited templates and checklists.
1). Is there a Workflow App in Office 365?
Microsoft Flow is the workflow management software offered in Office 365 and Dynamics 365 plans. It offers several templates and functions. You can set up alerts for important emails, tweets, and approvals and set up workflows to share files.
2). Are there any free workflow management softwares?
A few organizations provide free workflow management plans, mainly limited to smaller teams. Asana, OpenProject, Miro, Nutcache, and TeamGantt are a few examples. These plans might have limited features compared to the paid ones but are adequate for a team just starting.
3). How do I create a workflow system?
You can start by identifying resources, listing tasks and dependencies, and deciding on roles and timelines. Then, you need to test your workflow and train your team for it.
The right workflow management software can help you automate tasks, communicate with your team members, and monitor workflow. While choosing the right one for you, consider the features and pricing options and take a demo before investing in it.