Workflow management software can do wonders for an organization that struggles to find consistency in recurring processes. They can save time and money, reduce errors, and make life easier for employees and customers alike.
But what should you look for when buying a workflow management software?
Well, lucky for you, we make one ourselves. It’s kind of our whole thing. So we promise to steer you in the right direction toward the software that’s best for you.
This guide will cover what workflow management software is, its benefits, who needs it, what to look for, and our top 11 picks for the best tools on the market.
Workflow management software is a powerful tool that helps businesses streamline their processes, improve productivity, and achieve maximum efficiency. It provides a central platform where teams can collaborate, automate tasks, and monitor progress in real-time.
With workflow management software, businesses can eliminate manual processes, reduce redundant tasks, and focus on business growth.
At its core, workflow management software enables users to create custom workflows tailored to their specific needs. Whether it’s managing complex projects, repetitive tasks, or business processes, the software allows businesses to design and implement workflows that align with their unique requirements. This flexibility makes it an ideal solution for a variety of industries and teams, including sales teams, project managers, and remote teams.
One of the key features of workflow management software is the ability to create customizable templates. These templates serve as a starting point for building workflows, saving time and effort for businesses. Additionally, the software offers unlimited users, allowing team members to collaborate and work together seamlessly.
An intuitive and user-friendly interface is also an essential aspect of workflow management software. The interface should be easy to navigate, allowing users to understand and use the software without extensive training. This ensures that businesses can quickly adapt to the new system and maximize its benefits.
Moreover, workflow management software often integrates with popular collaboration tools such as Google Drive, providing seamless connectivity and easy access to files and documents. This integration promotes efficient collaboration among team members, enabling them to work together in real time.
To enhance productivity even further, workflow management software often provides custom dashboards. These dashboards offer a visual representation of project statuses, timelines, and task progress. This visual overview allows managers and team members to track progress effortlessly and identify areas that need attention.
Furthermore, workflow management software is not limited to specific industries or team sizes. It caters to businesses of all sizes, from small startups to large enterprises. The software’s no-code platform ensures that businesses can adapt and customize their workflows without requiring extensive coding knowledge or expertise.
Workflow management software offers numerous benefits to businesses, regardless of their size or industry. Here are some key advantages:
Workflow management software streamlines processes, automates repetitive tasks, and eliminates manual intervention. This increases productivity and efficiency, allowing teams to accomplish more in less time.
The software promotes seamless collaboration among team members, enabling real-time updates and easy access to files and documents. This fosters better communication, teamwork, and knowledge sharing.
With workflow management software, businesses can track the progress of projects and tasks in real-time. This improves transparency and accountability, ensuring that everyone is aware of their responsibilities and deadlines.
By automating tasks and eliminating manual processes, workflow management software minimizes the chances of human error. This reduces delays, improves accuracy, and ensures consistent quality.
Workflow management software offers customizable templates and the ability to create tailored workflows. This allows businesses to adapt the software to their specific needs and scale as their requirements evolve.
By streamlining processes and automating tasks, workflow management software saves businesses both time and money. It reduces the need for manual labor, increases productivity, and optimizes resource allocation.
Workflow management software is beneficial for a wide range of individuals and businesses, including:
SMBs can benefit greatly from workflow management software as it helps them streamline processes, improve collaboration, and increase efficiency. It allows them to automate repetitive tasks, track projects in real-time, and ensure accountability.
Large companies with complex workflows and multiple teams can greatly benefit from workflow management software. It helps them manage and automate intricate business processes, enhance collaboration among teams, and ensure smooth operations.
Workflow management software simplifies the task of project management. It allows project managers to track the progress of tasks, assign responsibilities, and allocate resources effectively. They can easily monitor project timelines and ensure that everything is on track.
Sales teams often deal with multiple leads, prospects, and deals simultaneously. Workflow management software enables them to manage their sales process efficiently, automate follow-ups, track customer interactions, and ultimately close deals faster.
Marketing teams can benefit from workflow management software to streamline campaign execution, manage content creation, coordinate social media activities, and track campaign performance. It helps them reduce manual effort, improve collaboration, and ensure timely delivery of marketing initiatives.
Workflow management software is especially valuable for remote teams. It facilitates effective communication, collaboration, and coordination among team members who may be located in different geographical locations. It ensures that everyone is aligned and working towards common goals.
When choosing workflow management software, there are several key features to consider that can greatly enhance your productivity and efficiency. Here are some important features to look for:
Look for software that allows you to create custom workflows tailored to your specific business processes. This ensures that the software can adapt to your unique needs.
A straightforward and intuitive interface is essential for easy adoption and efficient usage. Look for software that offers a user-friendly interface that is easy to navigate and understand.
The ability to collaborate in real-time is vital for effective workflow management. Look for software that allows for seamless collaboration, allowing team members to work together, share updates, and communicate instantaneously.
Workflow automation is a key feature that can save time and reduce errors. Look for software that enables the automation of repetitive tasks, freeing up time for more important work.
Effective document management is crucial for efficient workflow management. Look for software that allows for easy document storage, retrieval, and sharing within the workflow.
Look for software that seamlessly integrates with other essential tools such as project management software, email clients, or cloud storage platforms like Google Drive. This integration ensures a streamlined workflow without the need for multiple applications.
Here are our top picks for workflow management software solutions. Have a read through and try the ones that you think will be best suited for your business.
Official website link: Process Street
Process Street is a no-code workflow automation software solution that allows you to streamline processes and improve operational efficiency by creating, automating, and tracking checklists. They make it easy by offering an AI-powered interface that’s as easy to use as telling the software what you want it to do for you.
Businesses looking to streamline their approval processes while leveraging the power of AI.
Process Street pricing page.
Official website link: Monday.com
Monday.com is a versatile work operating system used for project management and collaboration. It provides customizable workflows, task tracking, and team communication tools. Users can create boards to organize projects, set deadlines, and allocate tasks, fostering efficient teamwork.
Monday.com is ideal for companies on a budget.
Monday.com pricing page.
Official website link: Smartsheet
Smartsheet is a versatile and collaborative workflow management platform that empowers teams to plan, track, automate, and report on work-related tasks and projects. It enables seamless coordination, real-time visibility, and streamlined communication, helping businesses achieve greater efficiency and drive successful outcomes.
Smartsheet is ideal for businesses looking to streamline document approval for projects.
Smartsheet pricing page.
Official website link: Asana
Asana is a project management platform that is a god-send for project managers. It is designed to streamline team collaboration and task organization. It empowers teams to work efficiently, communicate effectively, and achieve their goals seamlessly.
Perfect for project management teams that prefer Agile methodologies.
Asana pricing page.
Official website link: Trello
Trello is a workflow management tool that utilizes boards, lists, and cards to help teams organize tasks and projects seamlessly. It facilitates efficient teamwork, enabling users to prioritize, track progress, and communicate effectively, making project management a breeze.
Excellent for small teams on a budget.
Trello pricing page.
Official website link: Kissflow
Kissflow is a business process management software tool that simplifies workflow automation and enables organizations to build custom applications without coding. It allows teams to streamline their processes, optimize efficiency, and drive better productivity across the entire organization.
Good for Agile business process management.
Kissflow pricing plan.
Official website link: ClickUp
ClickUp is an all-in-one workflow management software solution that empowers teams to streamline workflows, communicate effectively, and stay organized. Its user-friendly interface and wide range of integrations make it a go-to solution for seamless collaboration and productivity.
Great for Agile teams looking to automate product lifecycle management.
ClickUp pricing plan.
Official website link: Jira
Jira is a comprehensive workflow tracking software developed to enhance software development and project management processes. It enables teams to plan, track, and release products efficiently while maintaining transparency and maximizing productivity.
Perfect for marketing teams with lots of projects.
Jira pricing page.
Official website link: BambooHR
BambooHR is a workflow management software solution for HR teams with features such as employee handbook access, digital signatures, and task assignments. It also offers compliance management tools to ensure legal and regulatory requirements are met.
Perfect for companies looking for employee and customer onboarding processes.
BambooHR pricing page.
Official website link: Kintone
Kintone is a cloud-based workflow management tool that empowers businesses to build and deploy custom apps for various workflows without extensive coding. It streamlines data management, automates processes, and enhances team communication, making it an ideal solution for efficient and agile project management.
Ideal for companies that prefer Agile for their project management.
Kintone pricing plan.
With the right workflow software, you should become a workflow expert in no time. Use that knowledge to make suggestions to the vendor – or spread the word to colleagues.
Workflows are for everyone!