Best Workflow Management Software Tools
1) Monday – Best for Collaborate with your team in one shared workspace
Monday.com is one of the best workflow management systems that offers a clean interface with colour-coded features. This workflow process software is suitable for big or small teams. It also provides a user-friendly mobile app and highly customizable workflows. It offers coloured timelines and options to sync timelines with the calendar. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Forever Free Plan
Offers dashboards that allow macro-level views of projects It also helps you to collaborate with your team in one shared workspace It provides your team to stay on track with sprints It offers services in multiple languages Add your action items reorder based on priority It allows you to assign team members to each action item and monitor your plan’s progress at every stage Monday.com founded in 2014 Offers AES-256 encryption Export your reports in Excel, and CSV Visualize your project using various views like Chart, Kanban, Form, and Table Free plan offers 5 GB storage, and 2 Users Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with Outlook, Microsoft Teams, Dropbox, Slack, Zoom, Google Calendar, Excel, and Zapier Offers pre-built templates for Marketing, Project Management, Sales & CRM, Design, Software Development, and HR Provides project management status like Add, Edit, and Done Offers Collaboration, Productivity, Views and reporting, Security & privacy, Administration & control, Automations, and Analytics It provides customer support via Contact form Supported Platforms: Windows, Mac, iPhone, Android, and Web Price: Plans start at $8 a month. 18% Discount on Yearly Payment. Free Trial: Life Time Free Basic Plan
Visit Monday » Life Time Free Basic Plan
2) Clickup – Best for Most versatile tool on the market with a free forever plan
ClickUp is a highly customizable project management software that allows you to create your custom views. This free workflow management tool offers highly comprehensive time and task management and facilitates collaboration between business units. You can set priorities for the work with no hassle. Features: Integration: Google drive, GitHub, Bitbucket, Cloud, etc. Free Trial: Forever Free Plan
Provides a customer-centric approach. It offers a highly efficient dashboard view. This app allows you to assign and resolve comments to tasks. You can add headers, bullets, colors, and more to customize your important notes. Allows you to access notes from your browser or mobile device. It enables you to create a highly visualize dashboard. Allows you to create custom dashboards. Enables you to sort tasks by project. ClickUp enables you to sort tasks by project. You can sync with Google Calendar. ClickUp founded in 2017 It is one of the best project workflow management software that Offers AES-256, and 2FA encryption Export your reports in Excel, and CSV Visualize your project using various views like List, Board, Calendar, Doc, and Chat Free plan offers 100MB storage, and Unlimited Users Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with ClickUp, Slack, GitHub, GitLab, Webhooks, Everhour, Dropbox, and Figma Offers pre-built templates for Creative & Design, Engineering & Product, Finance & Accounting, HR & Recruiting, IT, Marketing, and Operations Provides project management status like Active, Done, and Closed Offers Automations, Whiteboards, /Slash Commands, Reminders, Proofing, Goals, and White Label It provides customer support via Email, Chat and, Contact form Supported Platforms: Windows, Mac, Linux, iOS, Android, Web Price: Plans start at $9 a month. 45% Discount on Yearly Payment. Free Trial: Life Time Free Basic Plan
Visit Clickup » Life Time Free Basic Plan
3) Zapier – Best for Automates all the applications to boost the workflow
Zapier is a web-based solution that enables companies to connect various applications to automate workflow and boost productivity. It provides the right set of workflow process tools to accomplish more with less effort and errors. It enables you to build entire workflows using over 500 integrations, from email marketing and document sharing and project management.
Features:
Instant customized notifications Thousands of custom templates Certified experts for complex automation Two-factor authentication AWS GuardDuty threat detection Zapier founded in 2011 Offers AES-256, and TLS 1.2 encryption Export your reports in PDF, Excel, JPG, PNG, CSV, XML, JSON and CSV Visualize your project using various views like List, Calendar, Kanban, Table, Task, Timeline and Grid Free plan offers 1 User Provides instant notification via Desktop, email, and push It is one of the best workflow tools that offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Slack, Webhooks, Mailchimp, HubSpot, Airtable, Notion, Stripe, Trello and Calendly Offers pre-built templates for Project Provides project management status like Inprogress, and completed Offers Multi-step, Paths, Filters, Formatter, Multi-tasking, Advanced controls and Auto-replay It provides customer support via Email, and Contact form Supported Platforms: Android, Windows and iOS Price: Plans start at $29.99 a month. 33% Discount on Yearly Payment. Free Trial: 14 Days Free Trial
Link: https://zapier.com/
4) Wrike – Best for Holistic, comprehensive task modelling
Wrike is a smart workflow management software that allows originations to manage the projects and teams with a cloud-based modern process management platform. It allows you to do the assignments automatically by considering the availability of time. This project management tool helps the team to lead can manage team efforts, track progress, and view the performance of team members.
Features:
It has a simple interface that enables users to switch between Kanban boards interactive drag-and-drop Gantt charts for visualizing priorities It is one of the best workflow solutions that offer users to edit the document in online mode Wrike founded in 2006 Offers 2FA, AES-256, and TLS 1.2 encryption Export your reports in PDF, and Excel Visualize your project using various views like Calendar, Board, and Table Free plan offers 2 GB storage, and Unlimited User Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with Salesforce, Tableau, Microsoft Teams, MediaValet, Tenovos, Github, JIRA, SAML, and Slack Offers pre-built templates for Marketing, Creative, Agile, Operations, IT & Engineering, Project Management, and Professional Services Provides project management status like New, In Progress, Completed, On Hold, and Canceled Offers Effort Management, Budgeting, Job Roles, Proofing, Cross-Tagging, Real-Time Reports, Automations, and SSO It provides customer support via Phone, Email, and Contact form Supported Platforms: Android, and iOS Price: Plans start at $9.80 a month. Free Trial: 14 Days Free Trial (No Credit Card Required)
Visit Wrike » 14 Days Free Trial (No Credit Card Required)
5) Kissflow – Best for streamline processes of your business
Kissflow is an easy-to-use workflow management solution with features like visual process design and social collaboration. It allows users to prioritize work and easily delegate work to team members. You will get instant notifications when an item is complete or requires action. It also helps you handle complex decision branches and make instant changes as required.
Features:
Provides enterprise mobility and ad hoc allocation of task responsibilities. Real-time information on every process is presented in a user-understandable summary format. Provides robust and extensive APIs to make cross-system orchestration possible. Automated assignments and notifications. Digital and printable process audit. It allows you to generate custom reports, use dashboards, and derive actionable insights. Kissflow founded in 2012 Offers AES-256 encryption Export your reports in Excel, and CSV Visualize your project using various views like Timeline, Kanban, and Calendar views Free plan offers 1 User. Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Salesforce, IBM, Dropbox, DocuSign, SAP, Salesforce and ORACLE Offers pre-built templates for Human Resources, Procurement, Finance, Admin & Ops, Sales, Marketing Provides project management status like Inprogress, and completed Offers Streamlined, Convenient, Powerful, Team-Friendly Reports It provides customer support via Chat, and Phone Supported Platforms: Android, and iOS Price: Plans start at $18 a month. 45% Discount on Yearly Payment. Free Trial: 7 Days Free Trial
Link: https://kissflow.com/workflow/
6) Process Street – Best for Simple workflow management software
Process Street is a highly accurate workflow management tool, and it is one of the best workflow management tools for your team’s repeated tasks. This open-source workflow tool allows you to create, track and optimize business process management across your organization. It is easily tracking your team’s progress and collaboration.
Features:
Enables you to run processes as collaborative workflows. Provides process control & analysis. Offers fast and effective workflow management. Process Street founded in 2014 Offers AES-256, and TLS 1.2 encryption Export your reports in PDF, Excel, and CSV Visualize your project using various views like List, Calendar, Kanban, Table, Task, Timeline and Grid Free plan offers 2 User Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Typeform, Breezy, BambooHR, Pipedrive, HubSpot, Webhooks, Office 365, Close.io, Airtable and Zapier Offers pre-built templates for Employee onboarding, Client onboarding, Property management, Quality assurance, Financial management, and Compliance adherence Provides project management status like Inprogress, and completed Offers collaborative workflows, Conditional Logic, Rich Content and Media, Schedule recurring workflows, and more It provides customer support via Email, and Chat Supported Platforms: Android, and iOS Price: Plans start at $30 a month. 17% Discount on Yearly Payment. Free Trial: 14 Days Free Trial (No Credit Card Required)
Visit Process Street 14 Days Free Trial (No Credit Card Required)
7) Hive
Hive is another well-known and highly reputable workflow management solution. It is trusted by companies like Google, Toyota, Starbucks, IBM, and more. This is a versatile software that can be used by various business organizations and accountants. It also allows team members to switch between Gantt, kanban, calendar, and table views, based on project or preference.
Features:
Automated workflows Project summary views Proofing and approvals Integrated communication tools Easy document and video proofing Document and video proofing Hive founded in 2015 Offers AES-256, and SSL-256 encryption Export your reports in PDF, PNG, Excel, CSV, PNG and JPEG Visualize your project using various views like Status, Team, Label, tasks, Gantt, Kanban, Calendar, Table, Project summary, Project portfolio and Custom views Free plan offers Unlimited storage, and 1 User Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Google Drive, Google Calendar, Hive API, Dropbox, Box, Zoom, One Drive, Microsoft Teams, Outlook, Jira, Slack and Github Offers pre-built templates for Marketing Plan, Strategic Planning, Product Roadmap, Content Calendar, RFP, Request for Proposal, PR Campaign, and more Provides project management status like Inprogress, and completed Offers Task management, Team collaboration, Resourcing & customization, Project Layouts, Project Management, and more It provides customer support via Chat, and Contact form Supported Platforms: Android, and iOS Price: Plans start at $16 a month. 25% Discount on Yearly Payment. Free Trial: 14 Days Free Trial
Link: https://hive.com/
8) Pipefy
Pipefy is an intelligent workflow process software that helps teams request data, execute tasks, and report successes throughout their projects and campaigns. You can have a complete view of your processes. It also allows you to create a seamless workflow through processes and centralize information of your organization. It offers features to digitize unstructured business data, and it offers visibility into workflows from across the organization when needed.
Features:
It helps to automate the processes that are not in RPA. You can easily streamline your approvals. Plug-and-play templates that can help structure overall workflows and processes. Data-driven decision making and improved visibility. Pipefy founded in 2015 Offers 2FA encryption Export your reports in PDF, Excel, and CSV Visualize your project using various views like kanban, list, calendar and timeline Free plan offers 2 GB storage, 5 User Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Native, Zapier, SAP, DocuSign, Zendesk, Salesforce, 2Checkout, Airtable and Asana Offers pre-built templates for Business Operations, CS & Support, Developent, Finance & Procurement, Human Resources, IT, and more Provides project management status like Inprogress, and completed Offers Public shareable forms, Customizable service portals, Standard productivity & lead time metrics, Unlimited workflows, Unlimited cards, and more It provides customer support via Chat Supported Platforms: Android, and iOS Price: Plans start at $23 a month. 18% Discount on Yearly Payment. Free Trial: 7 Days Free Trial
Link: https://www.pipefy.com/workflow-software/
9) Kintone
Kintone is an all-in-one custom workflows management platform that allows managers to track, prioritize, and review their team’s tasks for any given workflow, no matter how complex. This platform gives you the power to create tailored workflows for every circumstance using its drag-and-drop interface built for non-coders. It allows you to create workflows you want and easily review tasks that move through them.
Features:
Ability to create automated reminders, filter tasks It allows you to view, edit, and update workflows from the platform’s mobile or desktop applications Kintone founded in 1997 Offers 2FA encryption Export your reports in PDF, Excel, and CSV Visualize your project using various views like Calendar, Kanban, Record, Gantt Chart and List view Free plan offers 1 User Offers No-code application building, Enhanced Process Management, Collaboration Suite, Productivity Enhancement Suite, and more Provides instant notification via Email, and Desktop Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Slack, Chatwork, Paths, Webhooks, Formatter, Salesforce, HubSpot, Filter, Zendesk and Box Offers pre-built templates for Sales, Human Resources, IT & Administration, Legal & Finance, Marketing, Customer Service, and more It provides customer support via Contact form Supported Platforms: Android, and iOS Price: Request a Quote from Sales Free Trial: 30 Days Free Trial
Link: https://www.kintone.com/
10) Process Maker – Best for Automating workflow and achieving more
ProcessMaker is open-source modern process management (BPM) and workflow software. This workflow management software is designed to automate form-based, approval-driven workflow and improve the way information moves between data and systems. It also offers an intuitive, drag-and-drop interface that is easy to use and highly cost-effective. This free workflow management tool also helps you to scan paper documents and extract metadata from images.
Features:
It enhances and streamlines the flow of data through systems and tasks. Improve workflow agility for compliance control and policy management effectiveness. Keep business logic from your core applications. Digitize your paper forms and requests. A low-code platform empowers you to design workflows rapidly. Process Maker founded in 2000 Offers AES-256 encryption Export your reports in PDF, Excel, and CSV Visualize your project using various views like Calendar, Timeline, Grid and Task Free plan offers 1 User Provides instant notification via Email Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with Formstack, OpenRules, Slack, Gmail and Typeform Offers pre-built templates for Customized Routing and Email Provides project management status like Inprogress, and completed Offers Low-Code BPA Software, Extend Legacy Systems, Embed powerful workflow, Robotic Process Automation, Business Rules, and more It provides customer support via Chat, and Contact form Supported Platforms: Android, and iOS Price: Request a Quote from Sales Free Trial: 3 Days Free Trial
Link: https://www.processmaker.com/
11) Integrify
Integrify is one of the best workflow management tools that provide you with a dedicated account manager. This work automation software can be deployed in a standard cloud, private cloud, or on-premises for those of you who want to maintain your infrastructure. Integrify can be fully customized based on industry or department for specific use cases. It streamlines processes and increases productivity, regardless of technical skill level.
Feature:
Unlimited processes and forms Real-time task management Access Controls/Permissions Customizable Dashboard Integrify founded in 2001 Offers AES-256, and TLS 1.2 encryption Export your reports in PDF, Excel, and CSV Visualize your project using various views like List, Task, Calendar and Task Free plan offers 1 User Provides instant notification via Email Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with Process, Workflow, Active Directory and BPM Offers pre-built templates for Operations, Marketing, Legal, Human Resources and Finance Provides project management status like Inprogress, and completed Offers Unlimited Forms, Unlimited Processes, Expandable File/Document Storage, Unlimited Audit Trails, and more It provides customer support via Phone, Email, Chat, and Contact form Supported Platforms: Android, and iOS Price: Request a Quote from Sales Free Trial: 14 Days Free Trial
Link: https://www.integrify.com/
12) Process Bliss
Process Bliss offers one of the best workflow management systems with a powerful template builder, systemizing across a business. The tool includes robust template features and an excellent workflow builder. It is very straightforward, quick for new users to understand, and a very powerful tool. You can automate tasks scheduled as recurring to ensure they’re not missed.
Features:
Centralized library for templates with folder permissions. Workflow reporting and filtering. Powerful workflow template builder. Branching logic, attachments, dependent dates & step owners. Gain clear progress visibility. Track & resolve project/process issues. Pre-built template workflow library. Process Bliss founded in 2017 Export your reports in PDF, Excel, and CSV Visualize your project using various views like timeline and Calendar Free plan offers 1 User Provides instant notification via Email Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Zapier, Salesforce and Pipedrive Offers pre-built templates for Finance, HR, Marketing, Product, Property and Strategy Provides project management status like Inprogress, and completed Offers Workflow & Tasks, Process & Procedure, Reports & Compliance, Centralise process, continuously improve, and more It provides customer support via Chat Supported Platforms: Android, and iOS Price: Plans start at $10 a month. 16% Discount on Yearly Payment. Free Trial: 14 Days Free Trial (No Credit Card Required)
Link: https://processbliss.com/lp-workflowmanagement/
13) ProWorkflow
ProWorkflow offers numerous tools to manage your team’s workflow and ensure you operate efficiently. It offers robust, feature-rich, and easy for anyone to use. This workflow management software helps you integrate with tools you’re already using, like Google Drive, Freshbooks, Xero, QuickBooks, Zapier, and more. It helps you track Gantt chart tasks, Kanban boards, time, documents, communications, quotes, and invoices.
Features:
A powerful way to see a project overview of all projects and tasks. Your data remains secure with 128bit encryption in SAS70 Type II compliant data centers. Let’s create your applications to connect with your ProWorkflow account. You can scale as large or small as needed. It lets you see which staff are logged in and what they’re currently tracking time on. ProWorkflow founded in 2002 Offers 128 bit SSL and 2FA encryption Export your reports in PDF, Excel, CSV and XML Visualize your project using various views like List, Timeline and Calendar Free plan offers 1 User Provides instant notification via Email Offers drag & drop, custom reports, centralized workspace, charts, and time tracking Seamlessly integrates with ProWorkflow Rest API, Xero, Quick Books, FreshBooks, MYOB, Kashflow, Box, Dropbox, Google Drive, OneDrive and Zapier Offers pre-built templates for Task, Invoice, Quote and Project Provides project management status like Inprogress, and completed Offers ProWorkflow Mobile, Backups and Security, API Integration, Flexible Accounts, Resource Management, and more It provides customer support via Email, Chat, and Contact form Supported Platforms: Android, and iOS Price: Plans start at $20 a month. 10% Discount on Yearly Payment. Free Trial: 14 Days Free Trial
Link: https://www.proworkflow.com/features/workflow-management-software/
14) Qntrl
Qntrl is built for people who orchestrate processes for their team, department, or organization. We’ve created the easiest way to bring visibility, control, and automation to your organization’s processes, using powerful, no-code orchestrations that helps you to streamline your workflows in minutes.
Features:
Assign requests automatically It helps you to automate parts of the workflow based on conditions or time It helps you automate the actions that need to be done after a particular stage is completed You can define rules that are applied across multiple orchestrations You can send =context-based emails and save them as templates for future use Qntrl founded in 1996 Offers AES-256, and TLS 1.2 encryption Export your reports in XLS, CSV and PDF Visualize your project using various views like Kanban and List Free plan offers 5 User This workflow software provides instant notification via Desktop, email, and push Offers drag & drop, custom reports, charts, and time tracking Seamlessly integrates with Zoho Analytics, SEMrush, Hootsuite and Google Analytics Offers pre-built templates for Finance, Marketing, IT, HR and Workflow Provides project management status like Inprogress, and completed Offers Centralization & Visibility, Process Compliance, Workflow-Centric Collaboration, Process Automation, Reports and Dashboards, and more It provides customer support via Email, Chat, and Contact form Supported Platforms: Android, and iOS Price: Plans start at $8 a month. 12% Discount on Yearly Payment. Free Trial: 15 Days Free Trial (No Credit Card Required)
Link: https://www.qntrl.com/
FAQs
MondayClickupZapierWrikeKissflowProcess StreetHivePipefyKintoneProcess Maker
It includes the following components:
Planning: Workflow planning ensures that all tasks are organized and planned in a way that makes sense and allows for efficient execution.Researching: Once the plan has been created, the researcher needs to do some research to find the necessary information. This could involve searching online or talking to other people who may have knowledge about the topic.Drafting: After all of the research has been done; the drafts must be written down so that they can be easily edited and revised later on. This allows for errors to be corrected and ensures that everything is properly documented.Editing: Once all of the drafts have been finalized, they need to be edited again in order to make sure that they are perfect before being sent off for publication or presentation.Publishing or Presenting: If everything goes according to plan, the final step is publishing or presenting the work so that it can be seen by as many people as possible.Execution: The workflow execution component ensures that tasks are completed in the correct sequence, on time, and to the required quality level.Monitoring and Reporting: The monitoring and reporting component enables managers to track progress, identify problems early, and make necessary adjustments.
It helps to boost productivity.It also allows businesses to save money.Enhanced workflow management can also lead to improved job satisfaction and better overall work culture.Workflow management tools can help create a happier workplace.It can help reduce the number of errors made.You can reduce the amount of time needed to complete tasks.
Here are reasons for switching to workflow management software:
Improved communication and collaboration between team members.Reduced time spent on administrative tasks.Increased accuracy and consistency in business processes.Improved response times to customer requests.
Automation: This is the most important feature of workflow software. You should opt for an automation tool that automatically assigns tasks, sends push notifications, routing documentation, reducing repetitive processes.KPI reports: It is also a very important feature. KPI and metrics reporting not only gives team members insight into their task or project status.Deadline tracking: It is a very important feature you should look for that offers colour-coding and dashboard views that display tasks by the due date, which helps you to manage deadlines.Integrations: This includes calendars, CMS, development tools, databases, email and communication tools, payment processing apps, and more.Price: The best workflow software for you won’t require you to pay for features you don’t need or users you don’t have.
You need to ensure that all the necessary steps are completed in a correct and timely manner.Make sure that all the required information is always available.It was maintaining accurate records of all the activities that took place.Keep track of the progress of individual projects.Meeting deadlines while ensuring the accuracy and quality of the output.To keep track of changes that are made to files or documents.
Step 1) Scalability Workflow management software should be able to handle large volumes of data and processes smoothly. Step 2) User interface The user interface should be easy to use and navigate, with all relevant information easily accessible. Step 3) Integration capabilities Workflow management software should be able to integrate with other systems in your business, such as accounting and marketing software. Step 4) Reporting The reporting features should allow you to track data with granular details. Step 5) Security Workflow management software should be secure enough to protect your data from unauthorized access.
