Best Workflow Management Software for Small Business - Page 3

How Many Workflow Management Software Products Does G2 Track?

Total Products under this Category: 521

Category Stats (Sep 2026)

  • Average Rating: 4.54/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: BMC Helix Business Workflows (+25.0%) - Among all products in this category, BMC Helix Business Workflows recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Workflow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 146,100+ Authentic Reviews
  • 521+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Workflow Management Software

G2 Grid® for Workflow Management Software plotting products by satisfaction and market presence

Highlighted products: ClickUp, Asana, monday AI Work Platform, Slack, Zapier, Smartsheet, Karbon, and Kintone.

Underlying data: [Grid® JSON](https://www.g2.com/categories/workflow-management/grids.json?focus%5B%5D=clickup&focus%5B%5D=asana&focus%5B%5D=monday-com&focus%5B%5D=slack&focus%5B%5D=zapier&focus%5B%5D=smartsheet&focus%5B%5D=karbon-2025-03-03&focus%5B%5D=kintone&segment=small-business)

TaxDome

Winner of all 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 15,000 firms to communicate with more than 5 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 7,600+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Average Rating: 4.7/5.0

Total Reviews: 725

How Do G2 Users Rate TaxDome?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Activities: 8.3/10 (Category avg: 9.0/10)
  • Flows: 8.3/10 (Category avg: 8.9/10)
  • Integration: 7.4/10 (Category avg: 8.4/10)

Who Is the Company Behind TaxDome?

  • Seller: TaxDome
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    304 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Accounting, Financial Services
  • Company Size: 99% Small, 0% Medium

What Do G2 Reviewers Say About TaxDome?

AI-generated summary from verified user reviews

Pros
  • Users find TaxDome extremely easy to use, appreciating its convenience and efficiency in managing their workload smoothly.
  • Users value the effective communication tools of TaxDome, enhancing client interactions and document coordination seamlessly.
  • Users appreciate the centralized access of TaxDome, ensuring efficient communication and organization in their workflow.
  • Users praise TaxDome for its efficiency in keeping everything organized and automating workflows, enhancing productivity.
  • Users commend the responsive customer support team, enhancing efficiency and simplifying client collaboration.
Cons
  • Users find the learning curve steep, especially for setup and mastering tags, which can be overwhelming.
  • Users feel that TaxDome is lacking in essential features like shared inboxes and open APIs, hindering productivity.
  • Users find the difficult learning curve of TaxDome challenging, requiring significant time and effort to master the platform.
  • Users note limited features in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.
  • Users often face limited functionality with TaxDome, finding many promised features are unavailable or lacking.

What Are Recent G2 Reviews of TaxDome?

What Are G2 Users Discussing About TaxDome?

Progress ShareFile

Progress® ShareFile® AI-powered document collaboration platform is designed to help businesses run client work from start to finish—securely, efficiently and with less friction. Built for organizations that handle sensitive information—such as accounting, legal and financial services—ShareFile software goes beyond traditional file transfer tools to support a more connected, end-to-end client experience. From document collection and collaboration to approvals, e-signatures and secure storage, ShareFile unifies key stages of client work in a single, secure platform. With ShareFile, teams can securely share files, manage document workflows and collaborate with clients through branded client portals—while helping maintain visibility into documents, requests and client interactions. Instead of juggling disconnected tools, businesses can streamline processes, reduce manual work and create more consistent, professional client experiences. ShareFile combines secure file transfer, client portals, document workflow automation and e-signature capabilities into one solution, helping teams move work faster, while helping organizations manage sensitive data. Key capabilities include: • Secure file sharing and large file transfer with encrypted email and attachments • Client portals for structured, branded collaboration and document exchange • Document workflow automation for intake, approvals, onboarding and repeatable processes • Built-in e-signature, forms and approvals to help complete work without switching tools • AI-powered document automation, including intake, summarization and instant Q&A • Granular permissions, audit trails and governance controls to help improve visibility and support compliance efforts • Advanced security features, including encryption in transit and at rest, plus tools that support secure client interactions By unifying people, processes and data into a single platform, ShareFile helps reduce tool sprawl and enables teams to scale client work without increasing complexity. Benefits can include improved efficiency, more consistent client experiences and stronger operational outcomes. ShareFile is a modern alternative to legacy FTP systems and basic file-sharing tools—purpose-built to help organizations run client work end-to-end, improve client experiences and operate with greater confidence.

Average Rating: 4.2/5.0

Total Reviews: 1,476

How Do G2 Users Rate Progress ShareFile?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Activities: 8.2/10 (Category avg: 9.0/10)
  • Flows: 8.9/10 (Category avg: 8.9/10)
  • Integration: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Progress ShareFile?

  • Seller: Progress Software
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Burlington, MA.
  • Twitter: @ProgressSW
    48,773 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,242 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 37% Small, 32% Medium

What Do G2 Reviewers Say About Progress ShareFile?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of ShareFile, noting its efficient setup and smooth document management.
  • Users value the exceptional security of ShareFile, ensuring safe and reliable file sharing and management across devices.
  • Users value the secure and easy file sharing of Progress ShareFile, enhancing collaboration and document management efforts.
  • Users value the secure file sharing of ShareFile, enhancing collaboration and simplifying document management effectively.
  • Users appreciate the sharing ease of Progress ShareFile, highlighting its functionality for secure and efficient file management.
Cons
  • Users find the pricing to be expensive, particularly challenging for small teams or startups needing flexibility.
  • Users find it difficult to access shared folders and experience issues with file duplication and account requirements.
  • Users experience slow performance with Progress ShareFile, including lag in syncing, navigation, and connectivity issues.
  • Users find the learning curve steep with ShareFile, particularly for advanced features and initial setup challenges.
  • Users face login issues with Progress ShareFile, citing difficulties accessing shared folders and frequent automatic logouts.

What Are Recent G2 Reviews of Progress ShareFile?

What Are G2 Users Discussing About Progress ShareFile?

Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time Scoro’s pricing is modular, built around core apps rather than fixed tiers, so you can shape a package to match your actual workflow. You choose which apps you need and price is shaped by the chosen combination, billed per user per month.

Average Rating: 4.5/5.0

Total Reviews: 486

How Do G2 Users Rate Scoro?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Activities: 8.6/10 (Category avg: 9.0/10)
  • Flows: 8.3/10 (Category avg: 8.9/10)
  • Integration: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Scoro?

  • Seller: Scoro
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London
  • Twitter: @ScoroSoftware
    8,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 67% Small, 24% Medium

What Do G2 Reviewers Say About Scoro?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Scoro, benefiting from its streamlined, all-in-one platform for various needs.
  • Users find Scoro's all-in-one project management capabilities essential for tracking and streamlining their business operations.
  • Users value the comprehensive project tracking of Scoro, seamlessly integrating tasks, time, and finance in one place.
  • Users value the effective time tracking feature in Scoro, enhancing productivity and simplifying task management.
  • Users love the integrated task management of Scoro, connecting projects, finances, and CRM seamlessly in one platform.
Cons
  • Users find the learning curve steep with Scoro, especially during initial setup and task creation.
  • Users find Scoro's interface not intuitive, often needing assistance to navigate its complex functionalities.
  • Users find missing features in Scoro, particularly in the mobile version and integration capabilities.
  • Users face a steep learning curve with Scoro, often requiring extensive training to navigate its complexities.
  • Users feel that the complexity of Scoro requires extensive training, potentially hindering a smooth onboarding experience.

What Are Recent G2 Reviews of Scoro?

What Are G2 Users Discussing About Scoro?

Unito

Unito is an integration platform built for enterprises that need their tools to actually work together. Unito connects 60+ business apps with real-time, two-way sync, so a change in one system shows up in the others in seconds, with full fidelity across fields, comments, attachments, assignees, statuses, and nested work items. No more manual data entry, copy-pasting details between apps, redundant status meetings, or waiting for a status update. Fortune 500 teams use Unito to retire brittle scripts, manual exports, and one-way connectors. Companies like HP, Wix, Warner Bros, Logitech, EY, Boston Scientific, and HubSpot run Unito in production to keep distributed teams aligned across the systems they already own. Common enterprise workflows Unito powers: - Agile delivery at scale. Keep product roadmap tools (Asana, Smartsheet, monday.com, Wrike, Airtable) in lockstep with engineering tools (Jira Cloud, Jira Data Center, Azure DevOps, GitHub). Product managers stay in their planning tool, engineers stay in their dev tool, and the same work item updates on both sides automatically. - Incident escalation. Route ServiceNow incidents and Jira Service Management tickets to engineering queues in Jira or Azure DevOps when a fix needs developer hands. Status, priority, and resolution notes flow back to the IT system of record without copy paste. - RevOps to engineering. Connect Salesforce and HubSpot opportunities, accounts, and cases to project work in Asana, monday.com, or Jira so customer-facing teams trigger and track delivery without leaving the CRM. - Dev to PM visibility. Surface GitHub pull requests, commits, and GitHub issues inside Jira work items, Asana tasks, or ClickUp tasks so program managers see real engineering progress against the plan. - Customer support escalation. Bridge Zendesk and ServiceNow with engineering tools so support tickets that need code changes become tracked work items, with two-way updates so agents can answer the customer without chasing engineers in Slack. What sets Unito apart for enterprise buyers: Depth and fidelity of sync. Unito mirrors the full structure of work, not just titles and statuses. That includes parent and child relationships (epics to stories, projects to tasks, incidents to problems), rich text and formatting in descriptions and comments, custom fields, attachments, and user mappings across tools that name people and fields differently. Business-user friendly. Flows are configured in a no-code UI in minutes. Rules let business owners decide which records sync, in which direction, and how fields map. IT does not become a bottleneck for every new integration. Governance and security. SOC 2 Type 2, GDPR, and CCPA compliant. SSO supported. Data is encrypted in transit and at rest, and Unito does not store the content of synced records. Audit logs and granular permissions give security and platform teams the control they expect. Flexible connector coverage. Unito connects 60+ tools across project management, CRM, ITSM, developer tools, spreadsheets, marketing, and HR, including Asana, Smartsheet, Azure DevOps, ServiceNow, Salesforce, GitHub, HubSpot, monday.com, Notion, ClickUp, Trello, Zendesk, Wrike, Airtable, Google Sheets, Jira (Cloud, Data Center, and Service Management), and many more. For enterprises tired of one-way connectors, batch jobs, and integration debt, Unito is the live, two-way sync layer that keeps every tool, and every team, working from the same source of truth. For teams that want to extend Unito programmatically, a public REST API supports custom integrations and workflow automation, including provisioning and managing flows at scale.

Average Rating: 4.5/5.0

Total Reviews: 88

How Do G2 Users Rate Unito?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Activities: 8.2/10 (Category avg: 9.0/10)
  • Flows: 9.0/10 (Category avg: 8.9/10)
  • Integration: 8.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Unito?

  • Seller: Unito.io
  • Year Founded: 2015
  • HQ Location: Montreal, Quebec
  • Twitter: @unitoio
    1,003 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 64% Small, 30% Medium

What Are Recent G2 Reviews of Unito?

What Are G2 Users Discussing About Unito?

Wrike

Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt

Average Rating: 4.2/5.0

Total Reviews: 4,459

How Do G2 Users Rate Wrike?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Activities: 8.3/10 (Category avg: 9.0/10)
  • Flows: 8.3/10 (Category avg: 8.9/10)
  • Integration: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Wrike?

  • Seller: Wrike, Inc.
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Diego, CA
  • Twitter: @wrike
    13,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,257 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Marketing Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 43% Medium, 35% Small

What Do G2 Reviewers Say About Wrike?

AI-generated summary from verified user reviews

Pros
  • Users value the effective project tracking capabilities of Wrike, enhancing organization and teamwork for successful project management.
  • Users value team collaboration in Wrike, facilitating seamless workflow and enhancing productivity across diverse projects.
  • Users value the customizable dashboards and real-time tracking features of Wrike for improved team collaboration and efficiency.
  • Users appreciate the organization and clarity that Wrike provides, enhancing team collaboration and task management effectively.
  • Users praise the ease of use of Wrike, enabling efficient task management and streamlined team collaboration.
Cons
  • Users find the learning curve steep with Wrike, struggling with complexity and navigation challenges initially.
  • Users find Wrike not intuitive, making training and navigation difficult, especially for less quick learners.
  • Users note a lack of built-in templates and user-friendly design in Wrike, making it challenging for newcomers.
  • Users note the limited features of Wrike, finding it less effective for comprehensive project management compared to competitors.
  • Users find the task search challenging and experience navigation issues, particularly with multiple deliverables in Wrike.

What Are Recent G2 Reviews of Wrike?

What Are G2 Users Discussing About Wrike?

CloudFiles

CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM. Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform. Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams. With CloudFiles, teams can: • Manage files and folders directly inside Salesforce and HubSpot • Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications • Extract and process data from documents using AI • Build secure datarooms and external document-sharing workflows • Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows • Configure CRM-native automations using flows, widgets, and custom actions CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot. CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models. Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation.

Average Rating: 4.5/5.0

Total Reviews: 223

How Do G2 Users Rate CloudFiles?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind CloudFiles?

  • Seller: CloudFiles
  • Year Founded: 2021
  • HQ Location: Fremont, US
  • Twitter: @cloudfilesapp
    54 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®
  • Ownership: Venture-backed

Who Uses This Product?

  • Who Uses This: Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Small, 29% Medium

What Do G2 Reviewers Say About CloudFiles?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of CloudFiles, praising its seamless setup and centralized file management.
  • Users value the robust security of CloudFiles, ensuring their sensitive files remain safe and compliant while being easily accessible.
  • Users value the efficient cloud storage of CloudFiles, allowing seamless access and management of documents across platforms.
  • Users love the easy access to files from anywhere with an internet connection, enhancing convenience and productivity.
  • Users appreciate the easy setup of CloudFiles, finding it user-friendly and efficient for daily file management.
Cons
  • Users have noted the slow loading times for downloads and uploads, impacting their overall experience with CloudFiles.
  • Users find that the training required for CloudFiles can slow down initial usage and frustrate new members.
  • Users desire limited customization options in CloudFiles, wishing for features like custom tags and color coding.
  • Users experience slow performance with CloudFiles, noting glitches and delays in response time during specific actions.
  • Users often face slow upload speeds with CloudFiles, leading to a frustrating and time-consuming experience.

What Are Recent G2 Reviews of CloudFiles?

What Are G2 Users Discussing About CloudFiles?

Jestor

Jestor is an AI-powered business process management platform for company operations, and we set up your processes for you. Who uses Jestor Companies with heavy operations: investment funds and financial services firms, real estate operators, hospitality groups, food production companies, logistics operations, marketing agencies, professional services firms, and SaaS teams. Their operations, finance, procurement, and project teams run purchase approvals, vendor onboarding, expense reimbursements, inventory and stock control, sales pipelines and CRM, internal service desks with SLAs, client portals, and back-office workflows on Jestor. The heavier the process, the more it needs owners, approval rules, permissions, and an audit trail, which is exactly where spreadsheets stop working. What runs on Jestor Each process becomes a real system with owners, deadlines, approval rules, granular permissions, and an auditable history, replacing the spreadsheets, email threads, and disconnected tools it used to live in. Underneath: relational tables, smart kanbans, conditional forms, real-time BI dashboards, gantt charts, docs and wikis, email ticketing, native iOS and Android apps, workflow automation across 400+ integrations, and AI agents that read invoices, receipts, and documents into structured data on their own. AI inside your operation AI runs where the work happens, not in a separate chat window. Attachment Vision reads uploaded PDFs and images and populates records automatically, so invoices, receipts, contracts, and IDs stop being typed in by hand. The Email Agent connects to a process inbox, reads incoming messages, replies based on your instructions, and creates or updates records without anyone triaging first. The Chatbot Agent sits inside any app page, connected to your tables, so people ask questions in plain language and get answers from live records instead of requesting a report. Inside workflows, AI automations extract data from documents, assign the right owner based on instructions, estimate effort from a description, summarize, translate, and classify, using native Jestor AI or OpenAI and Google Gemini when you want a specific model. All of it operates on your own data, with the same permissions and audit trail as the rest of the system, and you decide which fields each agent is allowed to change. Why teams choose Jestor over alternatives The difference is who does the work. With Lovable, Replit, Airtable, Notion, ClickUp, or Retool, configuring and maintaining the system becomes your team's job. With Jestor, it stays ours. Tell us what's eating your team's week and the first version is running in 7 to 30 days, then adjusted as the operation changes. No ops engineer to hire, no open-ended consulting scope, no setup burden on your side. Your team opens the app and works. Jestor also handles complex relational data without external workarounds, and infrastructure and security are managed by us and audited annually. Results Customers report replacing 19 spreadsheets with standardized workflows, cutting software costs by 50% through consolidation, improving operational efficiency by roughly 35%, and reducing response times 24x. 200,000+ people at work run their daily operations on systems built on Jestor, across 30+ countries. Pricing Plans start at $1,000/month, with unlimited users on every plan. Localized pricing is available for smaller companies in selected countries. Tell us what's eating your team's week and you get a free build plan first: what we'd build, what it replaces, and what it costs, before you commit to anything. Integrations Native integrations with Gmail, Google Drive, Slack, Stripe, WhatsApp, Twilio, and OpenAI, plus 400+ connections, webhooks, a REST API, and a low-code Python layer for everything else. Security and backing SOC 2 compliant, with Google CASA, external pentest, and LGPD. Seven years building the platform. Backed by Y Combinator since 2021, alongside Canary and FCVC. Profitable. Trusted by Rumo, BTG Pactual, Locaweb, Sebrae, and Loft.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Jestor?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Activities: 10.0/10 (Category avg: 9.0/10)
  • Flows: 10.0/10 (Category avg: 8.9/10)
  • Integration: 9.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Jestor?

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of Jestor?

Kissflow

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow enables process owners and IT developers to automate and build middle-office processes and applications. Kissflow help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module, Kissflow is the ONLY platform that fulfills all the requirements for true citizen development. Teams can build a wide variety of solutions on Kissflow, from custom multifunctional applications to automated human-centric processes, workflows, case management, and project management. Hundreds of global and Fortune 500 brands rely on Kissflow to transform middle-office operations.

Average Rating: 4.3/5.0

Total Reviews: 559

How Do G2 Users Rate Kissflow?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Activities: 8.5/10 (Category avg: 9.0/10)
  • Flows: 8.9/10 (Category avg: 8.9/10)
  • Integration: 8.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Kissflow?

  • Seller: KissFlow
  • Year Founded: 2012
  • HQ Location: Delaware, USA
  • Twitter: @kissflow
    6,920 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    512 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: IT Manager, Business Analyst
  • Top Industries: Information Technology and Services, Education Management
  • Company Size: 55% Medium, 24% Small

What Do G2 Reviewers Say About Kissflow?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Kissflow, enjoying its intuitive design and flexibility for workflow management.
  • Users value the flexibility and ease of use in Kissflow's workflow management, streamlining document approval processes effectively.
  • Users value the automation capabilities of Kissflow, enhancing efficiency and allowing faster digitalization of processes.
  • Users value the flexibility of Kissflow, seamlessly adapting to diverse workflow processes and enhancing document management.
  • Users value Kissflow's customizable features, enabling tailored workflow solutions that enhance organizational efficiency and ease of use.
Cons
  • Users find the limited features of Kissflow frustrating, especially regarding mobile app capabilities and data processing.
  • Users desire a more extensive feature set in Kissflow, including scripting, reporting, and enhanced mobile functionality.
  • Users find limited customization in Kissflow, hindering flexibility and the ability to meet specific process needs.
  • Users face integration issues with third-party systems, leading to frustrations and limitations in functionality and flexibility.
  • Users find that the access control lacks consistency and privacy, complicating feature authority and permissions management.

What Are Recent G2 Reviews of Kissflow?

What Are G2 Users Discussing About Kissflow?

morningmate

Your team’s new flow starts with Morningmate — the single workspace where work moves seamlessly from morning to done. Not as many integrations as Slack. Not as automated as Asana. But just enough of the right features to manage tasks, communicate in real time, and collaborate with clients — all without per-seat pricing. Stop switching between disconnected tools for chat, tasks, and calendars. Morningmate brings it all together with feed-style collaboration, built-in chat, and customizable workflows that adapt to any team. More than 550,000 teams rely on Morningmate to stay organized and connected. From your first login, our onboarding experts provide tailored, friendly support — for as long as you need it. With a familiar, social-style interface and hands-on help every step of the way, your team will be up and running in minutes — not months.

Average Rating: 4.8/5.0

Total Reviews: 265

How Do G2 Users Rate morningmate?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Activities: 9.5/10 (Category avg: 9.0/10)
  • Flows: 9.4/10 (Category avg: 8.9/10)
  • Integration: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind morningmate?

  • Seller: morningmate
  • Company Website:
  • HQ Location: N/A
  • Twitter: @morningmateGL
    18 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Assistant Manager, Developer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Medium, 40% Small

What Do G2 Reviewers Say About morningmate?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the user-friendly interface of Morningmate, facilitating seamless collaboration and efficient project management.
  • Users value the effective team collaboration features of Morningmate, facilitating seamless communication and task management.
  • Users appreciate the efficient task management of Morningmate, enabling seamless collaboration and clear communication on projects.
  • Users value the clear and organized communication that Morningmate provides for seamless collaboration across remote teams.
  • Users value the effective organization of project materials and seamless collaboration offered by Morningmate.
Cons
  • Users find the missing features in Morningmate, like language support and emotional options, hinder their overall experience.
  • Users report notification issues with morningmate, citing overwhelming alerts during busy project periods affecting workflow.
  • Users note a steep learning curve, as new team members can feel overwhelmed by the interface and features initially.
  • Users experience an overwhelming notification system during busy times, complicating project management and team communication.
  • Users experience slow loading times, particularly when searching for older files or switching between sections.

What Are Recent G2 Reviews of morningmate?

Productboard

Productboard is the agentic product system for modern product teams. It features Productboard Spark, a built-in agent that knows your product and customers from day one. As your product agent, Spark allows you to interact with your product data and documents conversationally. It's also specifically designed to power core product workflows, like surfacing customer needs and new opportunities, turning ideas into delivery-ready specs, and measuring the impact of what you ship. Over 6,000 companies, including Zoom, Autodesk, and Salesforce, use Productboard to gain clarity on the right products and features to build next. With offices in Prague and San Francisco, Productboard is backed by Sequoia Capital, Kleiner Perkins, Index Ventures, Bessemer Venture Partners, Dragoneer Investment Group, Tiger Global Management, and Credo Ventures. www.productboard.com

Average Rating: 4.2/5.0

Total Reviews: 251

How Do G2 Users Rate Productboard?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Activities: 8.7/10 (Category avg: 9.0/10)
  • Flows: 8.9/10 (Category avg: 8.9/10)
  • Integration: 7.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Productboard?

  • Seller: productboard
  • Year Founded: 2014
  • HQ Location: San Francisco, CA
  • Twitter: @productboard
    9,984 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    263 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Product Manager, Senior Product Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Medium, 43% Small

What Do G2 Reviewers Say About Productboard?

AI-generated summary from verified user reviews

Pros
  • Users value the collaboration features of Productboard, enhancing team alignment and integrating seamlessly with existing workflows.
  • Users praise Productboard's fast and responsive customer support, ensuring quick resolutions and satisfaction with their services.
  • Users find Productboard's ease of use enhances team collaboration and streamlines product prioritization effortlessly.
  • Users appreciate the easy integrations in Productboard, enhancing workflow with tools like Slack and Jira effortlessly.
  • Users value Productboard's customer feedback aggregation, enhancing product management and facilitating effective prioritization.
Cons
  • Users report a lack of features in Productboard, hindering efficiency and complicating deeper analytics processes.
  • Users find the learning curve challenging, requiring time to navigate Productboard's complex features effectively.
  • Users find learning difficulties in Productboard due to its complexity and awkward navigation for beginners.
  • Users find the limited customization options frustrating, complicating their experience and hindering effective data management.
  • Users note the missing features in Productboard, specifically in analytics and ease of use for beginners.

What Are Recent G2 Reviews of Productboard?

What Are G2 Users Discussing About Productboard?

LaunchBay

LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to deliver a best-in-class customer experience without having to hire more staff or add work to their existing team's plate. From onboarding and implementation to ongoing service delivery, LaunchBay brings every step including tasks, communication, approvals, time tracking, resource management, and data collection into one platform your team and your clients actually use. For internal teams, LaunchBay delivers the operational clarity of a professional services automation tool with the client experience layer most PSA platforms leave out. A real-time projects dashboard gives ops leaders visibility into health scores, project status, and blockers across every active engagement. Spot which projects are on track and which are behind at a glance, drill into any blocker instantly, and take action before clients complain. Reusable templates standardize delivery across every project, automated reminders replace manual follow-up, and a shared message center with private internal notes keeps client communication centralized and your team aligned. For clients, LaunchBay creates a premium self-service experience. Each customer gets a secure, branded portal with loginless access via magic link, no account creation required. Clients complete tasks with clear context on what to do and why, track their own project progress in real time, and always know exactly where things stand without emailing your team to ask. The result is faster time-to-value, fewer status calls, and a client experience that reflects your brand's professionalism at every touchpoint. Whether you're a SaaS company managing customer onboarding, a marketing agency running client kickoff projects, or a professional services firm delivering complex implementations, LaunchBay gives you the workflow automation, task management, and client communication tools to deliver with speed, consistency, and confidence. LaunchBay helps growing B2B teams run all client work in one place, streamline service delivery, and deliver an exceptional client experience.

Average Rating: 4.6/5.0

Total Reviews: 56

How Do G2 Users Rate LaunchBay?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Activities: 10.0/10 (Category avg: 9.0/10)
  • Flows: 10.0/10 (Category avg: 8.9/10)
  • Integration: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind LaunchBay?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About LaunchBay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of LaunchBay, making client collaboration and project management effortless and efficient.
  • Users find the client management features of LaunchBay to be streamlined and effective for project collaboration.
  • Users commend the excellent customer support of LaunchBay, enhancing their overall project management experience.
  • Users appreciate the centralized organization of LaunchBay, enhancing communication and streamlining project management for teams.
  • Users value the intuitive interface of LaunchBay, which simplifies client collaboration and enhances project management efficiency.
Cons
  • Users find limited features in LaunchBay, lacking robust project and user management capabilities for effective tracking.
  • Users find LaunchBay lacking in robust features, desiring better project management and visibility enhancements.
  • Users feel the need for better document management features to enhance project organization within LaunchBay.
  • Users find inefficient task management in LaunchBay due to cumbersome setup and document upload limitations.
  • Users face integration issues with LaunchBay, as it currently only connects with Zapier, limiting automation options.

What Are Recent G2 Reviews of LaunchBay?

Fibery

A work platform that replaces isolated tools and connects teams. Chosen by nerds, appreciated by everyone. Start your free 14-day trial on fibery.io 💖

Average Rating: 4.8/5.0

Total Reviews: 124

How Do G2 Users Rate Fibery?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Activities: 9.0/10 (Category avg: 9.0/10)
  • Flows: 9.0/10 (Category avg: 8.9/10)
  • Integration: 8.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Fibery?

  • Seller: Fibery
  • Year Founded: 2017
  • HQ Location: Nikosia
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 67% Small, 14% Medium

What Do G2 Reviewers Say About Fibery?

AI-generated summary from verified user reviews

Pros
  • Users value the hyper flexibility of Fibery, allowing tailored workflows and personalized experiences for their unique needs.
  • Users value the intuitive flexibility of Fibery, enjoying its seamless adaptation to diverse workflows and team needs.
  • Users value the flexibility of Fibery, enabling tailored workflows that adapt seamlessly to their unique needs.
  • Users love the intuitive design of Fibery, enabling personalized workflows that adapt seamlessly to their team’s needs.
  • Users value the versatility of Fibery, appreciating its ability to tailor workflows and integrate various processes seamlessly.
Cons
  • Users note the steep learning curve in Fibery, requiring significant time to customize and optimize workflows effectively.
  • Users note the complexity of Fibery, highlighting that its steep learning curve may require significant time investment.
  • Users experience a difficult learning curve with Fibery, requiring time to fully grasp its flexible setup and features.
  • Users note that learning difficulties arise due to Fibery's extensive capabilities, requiring significant time to master effectively.
  • Users find limited customization in Fibery, making setup complex and requiring significant thought for edits.

What Are Recent G2 Reviews of Fibery?

What Are G2 Users Discussing About Fibery?

Gmelius

Gmelius is the first Gmail-native platform where AI agents and your team work together in real time to manage, prioritize, and reply to emails—turning your inbox into a collaborative, self-organizing workspace.

Average Rating: 4.4/5.0

Total Reviews: 756

How Do G2 Users Rate Gmelius?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Activities: 8.5/10 (Category avg: 9.0/10)
  • Flows: 8.7/10 (Category avg: 8.9/10)
  • Integration: 8.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Gmelius?

  • Seller: Gmelius SA
  • Year Founded: 2016
  • HQ Location: Geneva
  • Twitter: @gmelius
    1,772 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 81% Small, 16% Medium

What Do G2 Reviewers Say About Gmelius?

AI-generated summary from verified user reviews

Pros
  • Users find Gmelius easy to use, enhancing productivity and simplifying daily tasks with accessible features.
  • Users appreciate the easy email assignment and actioning features of Gmelius, enhancing collaboration and historical email management.
  • Users value Gmelius for its seamless collaboration tools, enhancing organization and visibility in team communications.
  • Users value the robust team collaboration features that streamline communication and enhance email management effectively.
  • Users value the effective communication tools in Gmelius, enhancing collaboration and simplifying email management.
Cons
  • Users experience email management issues with Gmelius, facing slow load times and ineffective search functionalities.
  • Users note the missing features in Gmelius' mobile app, which hinders effective email management on the go.
  • Users experience performance issues with Gmelius, finding it slow to load emails and cumbersome for bulk tasks.
  • Users often face slow email loading times and ineffective email search options with Gmelius, causing frustration and inefficiencies.
  • Users report a steep learning curve with Gmelius, requiring extra support to fully utilize its features.

What Are Recent G2 Reviews of Gmelius?

What Are G2 Users Discussing About Gmelius?

Nintex

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Average Rating: 4.3/5.0

Total Reviews: 1,272

How Do G2 Users Rate Nintex?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Flows: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,177 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Analyst, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 40% Medium

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

Pros
  • Users find Nintex's ease of use invaluable, enabling quick development of workflows and forms without extensive training.
  • Users value the easy design and automation of workflows with Nintex, enhancing efficiency and reducing manual effort.
  • Users value the user-friendly workflow management of Nintex, enabling smooth implementation and efficient automation.
  • Users laud the easy setup of Nintex, enabling quick implementation and smooth feature integration without issues.
  • Users value the versatile capabilities of Nintex, streamlining both simple and complex workflows effortlessly.
Cons
  • Users find Nintex's limited features for data tasks and customization hinder overall effectiveness and flexibility.
  • Users experience a learning curve with Skuid, finding it challenging to master all its features effectively.
  • Users find Nintex to be expensive, especially for smaller teams facing challenges with complex workflows and support.
  • Users find the complexity of Nintex challenging, especially with advanced features and intricate workflows requiring significant time to master.
  • Users note limited customization options in Nintex, hindering advanced functionality and specific workflow needs.

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

ProcessMaker

ProcessMaker is a Process Orchestration and Automation platform built to take you beyond basic workflow tools. It connects people, systems, and AI, so you can orchestrate end-to-end work reliably—and run it at scale. ProcessMaker combines agentic AI, deep process intelligence, and intuitive process modelers in one platform. Founded in 2000, ProcessMaker is trusted globally to manage real operational complexity with the governance and flexibility enterprises require. With intuitive drag-and-drop modelers, teams can design, run, and optimize workflows fast. Business users can contribute without heavy training, while IT can extend, integrate, and standardize across the organization. ProcessMaker supports everything from simple approvals to mission-critical operations, works for SMEs and enterprises, and integrates with virtually any tech stack—so you can modernize without ripping and replacing what you already have.

Average Rating: 4.3/5.0

Total Reviews: 275

How Do G2 Users Rate ProcessMaker?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Activities: 8.3/10 (Category avg: 9.0/10)
  • Flows: 8.4/10 (Category avg: 8.9/10)
  • Integration: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind ProcessMaker?

  • Seller: Decisions
  • Year Founded: 2010
  • HQ Location: Virginia Beach, Virginia
  • Twitter: @decisions
    466 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    322 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 40% Medium, 35% Large

What Do G2 Reviewers Say About ProcessMaker?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of ProcessMaker, enabling easy customization and integration for efficient business processes.
  • Users appreciate the efficiency of ProcessMaker, enabling quick adaptation and effective management of workflows.
  • Users value the accessible developer support and training, aiding in seamless integration of ProcessMaker.
  • Users rave about the ease of learning ProcessMaker, making workflow management accessible for everyone quickly.
  • Users value the ease of work with ProcessMaker, enjoying its simple interface and quick learning curve for workflows.
Cons
  • Users report functionality limitations in ProcessMaker, hindering basic tasks and seamless assignment changes.
  • Users face challenges with missing features, such as signature input and basic task functionalities in ProcessMaker.
  • Users report experiencing hidden bugs that disrupt workflows and indicate underlying issues with the app's functionality.
  • Users find the limited features of ProcessMaker frustrating, as basic tasks are often unsupported.
  • Users report experiencing performance issues due to hidden bugs disrupting workflows and app functionality.

What Are Recent G2 Reviews of ProcessMaker?

What Are G2 Users Discussing About ProcessMaker?