The Best Workflow Management Platform to Boost Your Business Efficiency

If you want to run a successful business, an efficient workflow management platform is crucial for maintaining productivity and ensuring seamless collaboration. That’s why workflow management platforms have become indispensable tools for teams, helping to automate tasks, streamline processes, and improve communication. 

These platforms offer a variety of features tailored to different business needs, from task tracking and project management to document sharing and real-time collaboration. Whether you’re a small startup or a large enterprise, finding the right workflow management platform can significantly enhance your team’s efficiency and output. 

In this article, we explore the top 35 workflow management platforms that can transform the way you work as well as some practical information that will help you figure out which one is right for your organization.

We’ll cover:

• Top 35 Workflow Management Platforms
• What is a Workflow Management Platform?
• Key Features of Workflow Management Platforms
• Benefits of Workflow Management Platforms
• How to Choose a Workflow Management Platform

Top 35 Workflow Management Platforms

Process Street

Process Street is a powerful business process management platform that simplifies workflow automation. It enables organizations to create, track, and optimize recurring processes through intuitive checklists. With features like conditional logic and AI-generated workflows, Process Street enhances efficiency, accountability, and collaboration, making it an invaluable tool for businesses striving for operational excellence.

Key features:

• Checklist automation: Create and automate dynamic checklists for recurring processes.
• Conditional logic: Customize workflows with conditional logic based on responses.
• Custom workflows: Facilitate team collaboration on tasks and processes.
• Integration capabilities: Seamlessly integrate with tons of apps and tools.
• Task assignment: Assign and track responsibilities within processes.
• Data collection: Gather and store data through forms within checklists.
• Reporting and analytics: Generate insights with analytics on process performance.
• Version control: Maintain and track versions of checklists for auditing.
• API access: Connect with other applications through APIs.
• Document storage: Attach and manage documents relevant to processes.

Pros:

• The intuitive interface makes it user-friendly.
• Offers secure data handling and storage.
• It has a mobile application.
• Custom automated workflows can be made with AI.
• It has lots of premade workflow templates to choose from.
• Great for employee onboarding.
• It makes communication between team members super simple.
• It has excellent analytics features.

Cons:

• There is no free plan.

Asana

Asana is a versatile project management software designed to streamline team workflows. It enables users to organize tasks, set priorities, and track project progress in real time. Asana empowers teams to enhance productivity and achieve their goals efficiently.

Key features:

• Task management: Organize tasks and projects efficiently.
• Project timelines: Visualize project timelines and milestones.
• Due dates and priorities: Set deadlines and prioritize tasks.
• Attachments and comments: Share files and communicate within tasks.
• Customizable workspaces: Tailor workspaces to fit team needs.

Pros:

• Enables the establishment of task dependencies for better planning.
• Frequently introduces new features and improvements.
• Provides a functional free plan for smaller teams.
• Users can monitor and manage multiple projects in one view.

Cons:

• More advanced features are available in premium plans, which may be costly.
• Might feel too robust for straightforward task management.

Jira

Jira is a widely used workflow management tool renowned for its adaptability in software development. It serves as a comprehensive platform for issue tracking, project planning, and team collaboration. With its robust capabilities, Jira enables teams to efficiently manage projects, track progress, and maintain a streamlined workflow in the software development lifecycle.

Key features:

• Issue tracking: Comprehensive tracking of tasks, bugs, and issues.
• Agile boards: Scrum and Kanban boards for flexible project management.
• Roadmaps: Visualize and plan project timelines.
• User story mapping: Plan and organize user stories for agile development.
• Backlog management: Prioritize and manage tasks in project backlogs.

Pros:

• Highly customizable workflows to match project needs.
• Suitable for both small teams and large enterprises.
• A wide range of plugins to extend functionality.
• A large and active community for support and resources.

Cons:

• Some users find the interface less intuitive compared to other tools.
• Primarily designed for software development, may not suit all project types.

Wrike

Wrike is a robust project management and collaboration platform designed to streamline workflows and enhance team productivity. Its dynamic interface and flexible structure cater to diverse project needs, fostering efficient communication and project coordination. Wrike empowers teams to manage tasks, projects, and resources seamlessly for successful project outcomes.

Key features:

• Time tracking: Monitor and analyze time spent on tasks and projects.
• Resource management: Allocate and manage team resources effectively.
• Task management: Organize and prioritize tasks efficiently.
• Project planning: Plan and visualize projects with timelines and Gantt charts.
• Collaboration: Facilitate real-time collaboration and communication.

Pros:

• Efficient allocation and management of team resources.
• Convenient file sharing and collaboration within the platform.
• Adaptable to various project management needs.
• Seamless integration with numerous third-party apps.

Cons:

• Basic features in the free plan may be insufficient for larger teams.
• Can be resource-intensive in terms of memory and processing.

ProofHub

ProofHub serves as an all-in-one project management and collaboration tool, streamlining team communication and task organization. Known for its user-friendly interface, it centralizes tasks, discussions, files, and milestones, offering a comprehensive platform to manage projects efficiently while fostering seamless collaboration across teams and projects.

Key features:

• Task management: Create, assign, and organize tasks efficiently.
• Task dependencies: Manage task sequences and dependencies.
• Kanban boards: Visualize and manage tasks using Kanban boards.
• Gantt charts: Plan and track project timelines and dependencies.
• File sharing: Share and collaborate on files within projects.

Pros:

• Sets and tracks project milestones and goals.
• Centralizes and organizes project documents.
• Tracks and manages team members’ time off.
• Users can apply custom branding within the platform.

Cons:

• It has very limited integrations.
• The training materials are a bit lacking.

Monday.com

Monday.com is a dynamic work operating system designed to streamline collaboration and project management. It provides a visual and customizable platform for teams to manage tasks, projects, and workflows efficiently. Monday.com helps teams enhance communication and productivity while adapting to diverse work processes.

Key features:

• Workspaces: Create customized workspaces for different projects.
• Boards: Visualize tasks and projects through customizable boards.
• Pulses: Individual task cards with detailed information.
• Timeline view: Display project timelines for better planning.
• Automation: Streamline workflows with automated actions.

Pros:

• Attach and share files directly within the platform.
• Real-time collaboration with team members.
• Create and customize visual dashboards for insights.
• Responsive customer support for assistance.

Cons:

• The free plan has very limited features.
• It doesn’t offer an offline mode.

Trello

Trello is a popular online tool that utilizes boards, lists, and cards to streamline project management. It simplifies tasks, fosters team collaboration, and visualizes workflows in an easy-to-understand format. Trello’s intuitive design empowers teams to organize and prioritize work seamlessly, making it a go-to choice for various projects.

Key features:

• Boards, lists, and cards: Organize tasks hierarchically.
• Drag-and-drop: Intuitive interface for easy task management.
• Labels and tags: Categorize and color-code tasks for clarity.
• Activity log: Track changes and updates on boards.

Pros:

• Its simple user interface is adaptable to various project management styles.
• Boards and cards offer a clear visual representation.
• Users can create boards tailored to their needs.
• Super budget-friendly, which makes it great for small businesses.

Cons:

• It has limited control over data security compared to self-hosted solutions.
• The basic plan doesn’t offer unlimited boards.

Smartsheet

Smartsheet serves as a dynamic work and resource management platform, combining the familiarity of a spreadsheet interface with robust project management capabilities. It empowers teams to collaborate, organize, and execute projects efficiently. Known for its versatility, Smartsheet adapts to diverse workflows, enhancing productivity and fostering seamless coordination among teams.

Key features:

• Spreadsheet interface: Familiar interface for ease of use.
• Gantt charts: Visualize project timelines and dependencies.
• Forms: Create forms for data collection and entry.
• Resource management: Allocate resources and manage workloads.
• Project templates: Pre-built templates for various project types.

Pros:

• Adaptable for various project management and task-tracking needs.
• Generates customizable reports for project insights.
• Provides controls for data access and permissions.
• Seamless integration with multiple third-party apps and services.

Cons:

• It doesn’t have native communication tools; instead, it relies on integrations for comprehensive communication features.
• It doesn’t work well for smaller-scale projects.

Pipefy

Pipefy excels as a process mapping tool by offering customizable workflows within a visual interface. It enables mapping complex processes, automating tasks, and managing workflows efficiently. With its drag-and-drop system, forms, and automation, teams can visually map, optimize, and streamline their processes for improved productivity and clarity.

Key features:

• Customizable workflows: Tailor processes to specific needs.
• Visual process mapping: Drag-and-drop interface for mapping workflows.
• Automation: Automate tasks and workflows.
• Forms and fields: Create customizable forms and fields.
• Task management: Track and manage tasks within processes.

Pros:

• Offers pre-built templates for various workflows.
• Monitors and manages task deadlines.
• Allows users to attach and manage files within processes.

Cons:

• The data analysis is poor.
• It’s not possible to create workflow approval processes.

ClickUp

ClickUp offers robust resource management through customizable views, enabling teams to allocate, track, and optimize resources effectively. With task dependencies, workload management, and time-tracking features, it allows precise resource allocation.

Key features:

• Multiple views: Kanban boards, lists, calendars, and Gantt charts for varied project perspectives.
• Time tracking: Monitor time spent on tasks and projects.
• Team collaboration: Comments, mentions, and real-time collaboration on tasks.
• Goals and OKRs: Set and track objectives and key results.
• Document management: File storage, document editing, and version control.

Pros:

• Offers a wide range of features catering to diverse project management needs.
• Allows for the creation of automated workflows, enhancing efficiency.
• Offers a free plan that’s ideal for freelancers and small businesses.

Cons:

• Users have reported occasional lags or performance issues, especially with large data sets.

Nintex

Nintex streamlines business processes with intuitive automation solutions, empowering organizations to achieve operational efficiency and agility. Through user-friendly tools, it simplifies complex workflows, fostering collaboration and accelerating productivity.

Key features:

• Workflow automation: Enables the creation of automated workflows without coding.
• Forms and mobile apps: Offers easy creation of forms and mobile apps.
• Integration connectors: Provides a wide array of connectors for seamless integration.
• Process mapping and visualization: Visual tools for mapping out and understanding complex processes.
• Document generation: Automates the creation of documents within workflows.

Pros:

• Offers advanced analytics to track, measure, and optimize workflows, identifying areas for improvement.
• Ensures compliance with regulatory standards and governance policies.
• Provides pre-built templates for common processes.

Cons:

• It’s very expensive.

Airtable

Airtable combines the flexibility of spreadsheets with the power of databases, making it a versatile tool for tracking tasks, projects, and product development workflows. Airtable offers customization and collaboration, streamlining data management in product management processes.

Key features:

• Spreadsheets: Organized project information in customizable spreadsheets.
• Kanban boards: Assign project tasks with Kanban boards.
• Approval process control: Create approval processes for quality control
• Data storage management: Store and retrieve project data securely.

Pros:

• It has lots of premade templates.
• Very affordable.
• Its spreadsheets have a lot of features and capabilities.

Cons:

• Spreadsheets don’t allow long sentences.

Kissflow

Kissflow streamlines work, empowering teams through intuitive, customizable solutions. It enables efficient workflow management, empowering businesses to innovate and thrive. Kissflow’s versatility catalyzes organizational growth by simplifying complex processes and encouraging seamless teamwork.

Key features:

• Integration hub: Connects with various apps and tools for enhanced functionality.
• Task management: Assigns and tracks tasks, ensuring progress monitoring.
• Collaboration tools: Facilitates team communication and collaboration within workflows.

Pros:

• Streamlines employee onboarding and offboarding processes.
• Manages budgets and expenses within workflows.
• Configures customizable approval workflows for various processes.

Cons:

• They don’t offer a free trial or a free plan.
• Building workflows is time-consuming and inefficient.

ProcessMaker

ProcessMaker is a leading workflow automation platform, known for its user-friendly interface and adaptability. It emphasizes streamlining processes, optimizing productivity, and facilitating collaboration. Its focus on intuitive design and flexibility empowers organizations to orchestrate complex workflows seamlessly, fostering innovation and operational efficiency.

Key features:

• Workflow automation: Automate and streamline complex business processes without manual intervention.
• Drag-and-drop interface: Intuitive interface for building workflows and forms visually.
• Form builder: Easily create custom forms tailored to specific business needs.
• Integration capabilities: Integrate with various third-party applications and systems.
• Task management: Assign, monitor, and manage tasks within workflows efficiently.

Pros:

• Centralizes storage and management of documents within processes.
• Details logs tracking all activities within workflows for compliance and analysis.
• Routes tasks based on predefined criteria or decisions.

Cons:

• It has somewhat frequent bugs that can be disruptive.

Kintone

Kintone is a versatile cloud-based collaboration platform fostering agile teamwork and efficient workflow management. Its emphasis on customization and user-friendly app creation empowers businesses to tailor solutions without extensive coding. 

Key features:

• Customizable workspaces: Tailors workspaces to suit specific needs.
• App builder: No-code app creation for diverse business functions.
• Workflow management: Streamlines and automates workflows.
• Database management: Stores and organizes data efficiently.
• Permission controls: Manages access and permissions for users.

Pros:

• Generates insights for informed decisions.
• Organizes and manages documents efficiently.
• Easily creates and deploys custom forms.
• Manages schedules and events.

Cons:

• Some users have difficulty setting up access permissions.

Hive

Hive excels in resource management by offering intuitive collaboration tools and project views that streamline resource allocation. It enables task assignment, scheduling, and tracking within a unified platform, facilitating clear resource visibility and optimizing team workflows. Hive’s integrations and reporting capabilities further enhance efficiency in resource planning and utilization.

Key features:

• Time off management: Track and manage employee leave and time-off requests.
• Project budgeting: Set and monitor project budgets, tracking expenses efficiently.
• Task dependencies: Set relationships between tasks for accurate scheduling.
• Mobile accessibility: Access Hive’s features and manage tasks on mobile devices.
• API access: Utilize the API to integrate and extend Hive’s functionality.

Pros:

• Connects with various third-party apps and services for extended functionality.
• Provides users with real-time chat and direct messaging for swift communication.
• Manages tasks visually and tracks progress through customizable Kanban boards.
• Utilizes pre-designed templates for quick project setup.

Cons:

• The reporting capabilities are limited.
• Setting up future actions is difficult.

Next Matter

Next Matter simplifies workflow management and offers adaptable solutions for seamless task orchestration. It streamlines operations by fostering collaboration and efficiency. Next Matter’s focus on flexibility drives productivity, enabling scalable, agile business processes.

Key features:

• Approval workflows: Configures customizable approval processes.
• Error handling: Manages and resolves errors within workflows.
• Visual workflow builder: Creates workflows via a visual interface.
• Task management: Assigns, tracks, and manages tasks efficiently.
• Template library: Offers pre-built templates for rapid workflow setup.

Pros:

• Tailors workflows to specific business needs.
• Automates repetitive tasks and processes.
• Stores and organizes documents within workflows.
• Provides insights into workflow performance.

Cons:

• Users have reported dissatisfaction with the customized reports.

ProProfs

ProProfs simplifies learning and knowledge sharing, offering diverse tools for education and training. Its intuitive platform fosters interactive learning experiences, enabling easy content creation and assessment. With a focus on accessibility and versatility, ProProfs empowers educators and businesses to engage learners effectively, driving knowledge retention and growth.

Key features:

• Progress tracking: Monitors learner progress and performance.
• Quiz templates: Provides ready-made quiz templates for easy creation.
• Certification creation: Develops certificates for course completion.
• Custom branding: Allows branding customization for a personalized experience.
• Branching scenarios: Creates interactive paths based on user choices.

Pros:

• Enables remote learning and training sessions.
• Gathers feedback for continuous improvement.
• Uploads documents for supplementary learning materials.
• Develops interactive training courses with multimedia.

Cons:

• The UI can be confusing for some users.
• It sometimes lags, causing disruptions.

Scoro

Scoro stands as a comprehensive business management solution, merging project and financial management with CRM and billing. It unifies processes, providing a centralized platform for teams. With its customizable dashboards and automation, Scoro streamlines workflows, empowering businesses to drive productivity and make informed decisions for sustained growth and success.

Key features:

• Financial management: Manages invoices, budgets, and expenses.
• CRM integration: Manages customer relationships and interactions.
• Billing and invoicing: Generates invoices and tracks payments.
• Resource planning: Allocates and manages resources for projects.

Pros:

• Integrates with email for communication and updates.
• Tracks and manages inventory levels.
• Sets and tracks organizational or project goals.

Cons:

• Not suitable for freelancers or large enterprises.

Scribe

Scribe is a data integration and migration platform designed to connect and move data between various applications and databases. It enables organizations to streamline data flows, ensuring data accuracy and consistency. Scribe simplifies data management, enhances connectivity, and supports data-driven decision-making in complex IT environments.

Key features:

• Business process automation: Automates recurring tasks for efficient processes.
• Workflow configuration: Configures the steps of your most important processes.
• Task management: Handles the management of daily tasks.

Pros:

• It’s very easy to create user guides.
• It’s quick and painless to integrate.
• It has a great UI.

Cons:

• The reporting features need improving because they aren’t always accurate.

Miro

Miro, a collaborative online whiteboarding platform, is often used for product management. It offers visual tools for brainstorming, creating product roadmaps, and organizing user story maps. Miro enhances product development by enabling cross-functional teams to collaborate, ideate, and plan, fostering better communication and innovation in the product management process.

Key features:

• Flowchart creation: Create and customize flowcharts.
• Innovation management: Keep track of ideas and documents.
• Product roadmap tools: Design project roadmaps with whiteboards.
• Project management: Use flow charts to design project management processes.

Pros:

• It has a robust set of product features.
• Excellent for idea sharing.
• Supports video conferencing.

Cons:

• It’s difficult to use with a trackpad.

nTask

nTask simplifies resource management by centralizing task assignment, scheduling, and tracking within a user-friendly platform. It allows teams to allocate resources efficiently, track workloads, set priorities, and manage dependencies. With reporting features and collaboration tools, nTask ensures streamlined resource utilization for enhanced project efficiency and successful outcomes.

Key features:

• Task management: Create, assign, and organize tasks efficiently within projects or teams.
• To-do lists: Compile lists of tasks or actions needed, categorizing them by priority or due dates.
• Time tracking: Monitor time spent on tasks and projects, aiding in productivity analysis.
• Gantt charts: Visualize project timelines, dependencies, and progress.
• Team collaboration: Facilitate communication and cooperation among team members.

Pros:

• Assess and mitigate potential risks associated with projects, enhancing overall project success rates.
• Manage project expenses and budgets, monitoring costs for better financial control.
• Efficiently allocate and manage resources across different projects.
• Set task priorities to focus on critical activities and ensure timely completion.

Cons:

• It isn’t the most intuitive.
• It can be difficult to locate certain features.

Nifty

Nifty streamlines process mapping through its project management interface, enabling task breakdowns and timelines for visualizing workflows. Its collaborative boards, task dependencies, and customizable workflows empower teams to map processes, assign tasks, and track progress seamlessly. With integrations and a user-friendly layout, it aids in efficient process management.

Key features:

• Task management: Create, assign, and organize tasks.
• Project milestones: Set and track project milestones.
• Collaborative workspaces: Shared spaces for team collaboration.
• Gantt charts: Visualize project timelines and dependencies.
• Team chat: Real-time communication within the platform.

Pros:

• Offers a free version.
• Monitors time spent on tasks and projects.
• Syncs tasks and milestones with calendars.
• Offers pre-built templates for various project types.

Cons:

• There are limited integration capabilities.

Bizagi

Bizagi redefines business process management with a focus on innovation and agility. It fosters collaboration and adaptability. By prioritizing user-centric design and flexible solutions, Bizagi facilitates efficient process automation, enabling businesses to thrive in dynamic and competitive landscapes.

Key features:

• Process modeling: Creates and designs workflows visually.
• Workflow automation: Automates and executes business processes.
• Rule engine: Manages and implements business rules within workflows.
• Process simulation: Simulates processes for optimization and testing.
• Adaptive case management: Handles unstructured and dynamic processes.

Pros:

• Automates routine tasks within workflows.
• Identifies and optimizes inefficient processes.
• Manages and resolves errors within workflows.
• Implements security protocols to protect sensitive data.

Cons:

• The process documentation feature is not enterprise-ready.
• The pricing plan is not a subscription model.

Qntrl

Qntrl is a dynamic platform empowering businesses with comprehensive control and visibility over complex processes. It focuses on orchestrating workflows seamlessly, fostering collaboration, and delivering actionable insights. It enables users to optimize operations and drive efficiency through tailored process management solutions.

Key features:

• Business rule implementation: Applies logic-based rules to guide process flow.
• Customization via API: APIs for customization and integration with other systems.
• Compliance management: Ensures adherence to industry regulations and standards.
• Time tracking: Monitors and manages time spent on tasks within workflows.

Pros:

• Manages different versions of processes or workflows.
• Offers robust measures to secure sensitive information.
• Supports various languages for global accessibility.

Cons:

• Its integration capabilities are lacking compared to other similar apps.

Adobe Workfront

Adobe Workfront provides a comprehensive platform for seamless resource management. It unifies teams, streamlines workflows, and enhances project visibility, fostering efficiency and alignment across organizations. Workfront’s intuitive interface and robust tools empower teams to innovate, execute tasks, and achieve impactful results efficiently.

Key features:

• Request management: Manages incoming requests and aligns them with workflows.
• Proofing and review: Streamlines the review and approval process for assets.
• Portfolio management: Manages and tracks portfolios of projects and initiatives.
• Resource forecasting: Predicts resource needs for upcoming projects.
• Budgeting and cost management: Tracks project costs and budgets.

Pros:

• Offers a personalized homepage providing a unified view of work.
• Adapts to agile project management practices.
• Facilitates data synchronization across systems and tools.
• Tracks changes and maintains version history for compliance.

Cons:

• It’s really only suitable for large enterprises.
• The client portal can be difficult to understand.

Waybook

Waybook elevates organizational learning, providing a dynamic platform centered on knowledge sharing and growth. Focused on intuitive user experiences, it fosters continuous improvement through accessible and engaging content. With a commitment to seamless onboarding and development, Waybook empowers teams, fostering a culture of learning and adaptability.

Key features:

• Knowledge base: Centralizes information and resources for easy access.
• Content creation: Enables creation and sharing of educational content.
• Interactive guides: Provides step-by-step guides for various processes.
• Training modules: Develops interactive training courses and modules.
• Customizable templates: Offers templates for content creation.

Pros:

• Collects and incorporates user feedback for improvements.
• Guides and tracks new employee onboarding processes.
• Organizes content into categories or topics.
• Monitors and tracks user progress within modules or guides.

Cons:

• The security features are limited.
• There are a limited number of languages available.

Backlog

Backlog is a project management tool designed for teams to track tasks, bugs, and project progress. It integrates with various tools, supports collaboration, and offers features like Gantt charts, version control, and issue tracking to streamline workflows.

Key features:

• Gantt charts: Visualizes project timelines and tracks progress against milestones.
• Burndown charts: Monitors project progress and predicts completion dates.
• Kanban boards: Organizes tasks using a drag-and-drop interface for better workflow management.
• Subtasking: Breaks down tasks into smaller, manageable subtasks.
• File sharing: Uploads and shares files directly within tasks and projects.

Pros:

• Creates and maintains project documentation collaboratively.
• Manages user roles and access levels to ensure data security.
• Users can view a real-time stream of project activity and updates.
• Schedules and visualizes tasks and deadlines in a calendar format.

Cons:

• Customization only works on the project level, not an organizational one.

ScaleFusion Workflows

ScaleFusion Workflows revolutionizes device management, simplifying intricate processes with a user-centric approach. It empowers organizations by optimizing device operations, enhancing productivity, and fostering seamless integration. Through customizable solutions and an intuitive interface, it streamlines workflows, enabling agile management of diverse devices for efficient business operations.

Key features:

• Device configuration: Customizes device settings remotely.
• Application management: Controls app installation and usage on devices.
• Remote device monitoring: Tracks device health and performance in real-time.
• Security controls: Implements security measures like encryption and remote lock/wipe.
• Content management: Distributes and manages content across devices.

Pros:

• Sets geographical boundaries for device usage.
• Tracks device inventory and status.
• Streamlines the process of adding new devices to the system.
• Tailors processes to specific device management needs.

Cons:

• The mobile applications don’t work as well as the web-based ones.
• There is no free plan.

Fluix

Fluix stands as a versatile platform facilitating seamless document management and workflow automation. It gives businesses the ability to streamline processes, collect data, and collaborate effortlessly. Fluix prioritizes mobility, enabling efficient document handling and task management across various industries and operational landscapes.

Key features:

• Document management: Store, organize, and access documents securely.
• Workflow automation: Automate and streamline business processes.
• Electronic signatures: Securely sign documents electronically.
• Annotations and markups: Add comments and annotations to documents.
• Task management: Assign, track, and manage tasks within workflows.

Pros:

• Users can work on documents without internet connectivity.
• Offers users the ability to create standardized templates for documents.
• Shares documents and files securely.
• Sets schedules and deadlines for tasks.

Cons:

• Adding and opening hyperlinks in documents can be difficult at times.
• It doesn’t always slow the number of selected files.

Projectsly

Projectsly is a project management platform that fosters seamless collaboration and efficient task handling, empowering teams to achieve goals effortlessly. By prioritizing user experience, the tool enables swift adaptability, enhancing productivity across diverse projects and industries.

Key features:

• Activities: Gives updates on and tracks project activities.
• Goals: Allows teams to set and monitor goals.
• Discussions: Gives teams the ability to communicate in a central location.

Pros:

• It comes with lots of useful workflow apps.
• Work delegation is done very easily.
• It is easily deployed.

Cons:

• It has limited customization capabilities compared to other similar products.

NetHunt CRM

NetHunt CRM is a customer relationship management tool seamlessly integrated with Gmail. It helps businesses manage contacts, track sales, and automate workflows. With features like email tracking, lead management, and reporting, it enhances productivity and customer engagement.

Key features:

• Gmail integration: Integrates with Gmail to manage emails, contacts, and CRM data directly from your inbox.
• Contact management: Organizes and tracks all customer information in one place.
• Email tracking: Monitors when emails are opened and links are clicked to gauge engagement.
• Lead management: Captures, tracks, and manages leads throughout the sales pipeline.
• Pipeline management: Visualizes and manages sales pipelines with customizable stages.

Pros:

• Automates repetitive tasks and workflows to save time and reduce errors.
• Logs all customer interactions and activities for comprehensive tracking.
• Predicts future sales performance based on current data and trends.
• Syncs with Google Calendar, Contacts, and Drive for enhanced productivity.

Cons:

• The integrations are more limited than other CRMs.
• The price is per user, which can get very expensive very quickly.

Kommo

Kommo is a robust CRM platform designed to streamline sales and customer relationship management. It offers features like sales pipeline automation, lead tracking, and multichannel communication. With its user-friendly interface, Kommo enhances team collaboration and boosts sales efficiency.

Key features:

• Sales pipeline management: Visualizes and manages the sales process with customizable pipeline stages.
• Lead tracking: Captures and tracks leads from various sources.
• Email integration: Integrates with email services for seamless communication and tracking within the CRM.
• Automation workflows: Automates repetitive tasks to save time and improve efficiency.
• Multichannel communication: Engages with customers via email, phone, chat, and social media from a single platform.

Pros:

• Organizes and manages all customer information in one central location.
• Creates and integrates web forms to capture leads directly into the CRM.
• Automates pipeline updates and actions based on specific triggers and conditions.
• Predicts future sales outcomes based on current data and trends.

Cons:

• Users have complained about it being pretty buggy.
• The learning curve is really high.

Agendrix

Agendrix revolutionizes workforce management and is tailored for scheduling and team coordination. By emphasizing seamless integration and intuitive design, Agendrix streamlines operations, fostering productivity and effective resource allocation within organizations.

Key features:

• Scheduling: Creates and manages employee schedules efficiently.
• Shift management: Handles shift assignments and changes.
• Time tracking: Tracks employee hours and attendance.
• Leave management: Manages vacation requests and time off.
• Employee self-service: Allows employees to access schedules and request changes.

Pros:

• Assigns tasks and responsibilities to employees.
• Estimates labor costs based on schedules and data.
• Ensures adherence to labor laws and regulations.
• Allows employees to exchange shifts with approval.

Cons:

• There is a learning curve for employees.
• Downloading reports doesn’t always work.

Bynder

Bynder is a leading digital asset management (DAM) platform that helps organizations store, organize, and share their digital content. It features robust tools for brand management, collaboration, and workflow automation, ensuring efficient and consistent brand communication across all channels.

Key features:

• Digital asset management: Centralizes and manages all digital content in one secure, easily accessible location.
• Brand guidelines: Stores and shares brand guidelines to ensure consistent branding across all materials.
• Version control: Tracks and manages different versions of assets to maintain up-to-date content.
• Metadata tagging: Adds metadata to assets for easier searching and organization.
• Smart searching: Uses advanced search features, including filters and tags, to quickly find assets.

Pros:

• Shares assets securely with internal and external stakeholders via shareable links.
• Manages and adapts content for different languages and regions.
• Users can create and customize on-brand templates for various types of content.
• Monitors and manages digital rights and usage terms for all assets.

Cons:

• The pricing can be a bit high for smaller businesses.
• The UI isn’t the most attractive.

What is a Workflow Management Platform?

A workflow management platform is essentially a software program that aids organizations in streamlining and automating their business processes. It provides a centralized system for managing and executing tasks, ensuring that work is executed efficiently and effectively. 

This workflow management platform empowers businesses to: 

• Track and monitor workflows
• Streamline tedious tasks
• Identify potential bottlenecks
• Optimize their processes

Key Features of Workflow Management Platforms

Workflow management solutions are tools designed to aid in the automation and optimization of business processes by streamlining and managing repetitive tasks, activities, and approvals. These platforms offer numerous features that help organizations improve productivity, collaboration, and efficiency. Some key features of workflow management platforms include:

Process Automation

Workflow management platforms enable businesses to automate repetitive and manual tasks, reducing the need for manual intervention and saving time.

Task Management

They provide a centralized location to manage and track tasks, allowing users to assign tasks, set deadlines, prioritize activities, and monitor progress.

Collaboration Tools

These platforms offer features like real-time messaging, file-sharing, and discussion forums, facilitating improved communication and collaboration among team members.

Workflow Visualization

They provide visual representations of workflow processes, making it easier to understand the flow of work and identify bottlenecks or areas for improvement.

Reporting and Analytics

Workflow management solutions generate reports and offer analytics tools to track and analyze performance, identify areas of inefficiency, and make data-driven decisions.

Integration Capabilities

They integrate with other business tools such as project management software, customer relationship management systems, or document management systems to streamline workflows and improve data sharing.

Customization

These platforms allow businesses to customize workflows based on their specific requirements, ensuring that processes align with their unique needs.

Security and Compliance

Workflow management platforms offer robust security measures to protect sensitive data and ensure compliance with industry regulations.

Benefits of Workflow Management Platforms

Workflow management platforms are powerful tools that offer numerous benefits to organizations, improving productivity, efficiency, and collaboration. Here are some others:

Automation

Workflow management platforms automate and streamline repetitive tasks, reducing the chances of errors and the need for human intervention and enhancing overall accuracy. By automating workflows, employees can focus on more critical tasks, leading to increased productivity levels.

Visibility

Furthermore, workflow management platforms provide real-time updates and visibility into the progress of various tasks and projects. This allows managers to monitor and track the status of work, ensuring timely completion and making it easier to identify bottlenecks or issues that may arise. With this enhanced visibility, organizations can make more informed decisions and allocate resources effectively.

Communication

Workflow management platforms enable employees to easily collaborate on tasks and projects, share files, and provide feedback all in one centralized location. This promotes better teamwork, knowledge sharing, and ultimately enhances the organization’s ability to adapt and respond to changes quickly.

Reporting

Additionally, workflow management platforms often come with reporting and analytics functionalities. These features provide valuable insights into the performance and efficiency of workflows, identifying areas for improvement and facilitating data-driven decision-making.

Compliance

Finally, workflow management platforms help ensure compliance and consistency by enforcing standardized processes and workflows across the organization. This reduces the risk of errors, ensures regulatory compliance, and enhances the overall quality of work.

How to Choose a Workflow Management Platform

When looking for a workflow management platform, there are several factors to consider to ensure you choose the right platform for your business needs. Here are some important things to keep in mind:

Scalability

Consider the scalability of the platform. Will it be able to handle your growing business needs and accommodate increasing workflow demands? Ensure that the platform can easily adapt and scale as your business grows.

Customization

Look for a platform that allows customization. Every business has unique, custom workflows and processes, so having the ability to tailor the platform to match your specific requirements is crucial.

Integration

Check if the platform can seamlessly integrate with your existing systems and tools. It should be able to connect with popular software applications like project management tools, customer relationship management systems, and file-sharing platforms.

Automation

Workflow management platforms typically offer automation features. Determine the level of automation required for your workflows and ensure that the platform offers the necessary automated tasks, notifications, and reminders.

Collaboration

Collaboration is an essential aspect of workflow management. Look for a platform that promotes easy collaboration and communication between teams, allowing users to share information, discuss tasks, and provide feedback in real time.

Reporting and Analytics

Efficient workflow management requires data-driven insights. Ensure that the platform provides comprehensive reporting and analytics capabilities, allowing you to track progress, identify bottlenecks, and analyze performance metrics.

Security

Data security is critical, especially when dealing with sensitive information. Choose a platform that offers robust security measures such as encryption, access controls, and regular backups to protect your data.