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Best Workflow Management Software - Page 3

Blue Bowen
BB
Researched and written by Blue Bowen

Workflow management software helps companies define and manage business activities and tasks sequences. This type of software is used to improve employee productivity and optimize resource utilization. It can also increase collaboration between teams and departments. Workflow management software is used mostly by managers to define inter-and intra-departmental business flows.

Workflow management software is a light version of business process management software and is more beneficial for SMBs with a low to medium complexity level of operations. Workflow management software differs from project management software in that it does not manage separate projects or tasks. In addition, workflow management software, as opposed to project management software, allows for the automation of processes through integrations with other software tools, such as CRM software.

To qualify for inclusion in the Workflow Management category, a product must:

Allow for the creation of logical rules and rule management
Provide drag-and-drop features to create workflows
Provide users with the ability to automate tasks external to the workflow management software
Manage dependencies between tasks and workflows
Alert and notify users or managers based on predefined rules
Allow users to create forms
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Featured Workflow Management Software At A Glance

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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329 Listings in Workflow Management Available
(456)4.6 out of 5
Optimized for quick response
12th Easiest To Use in Workflow Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 70% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Process Street Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    80
    Efficiency
    45
    Task Management
    43
    Process Efficiency
    40
    Workflow Management
    32
    Cons
    Learning Curve
    23
    Learning Difficulty
    20
    Limited Customization
    16
    Missing Features
    14
    Complexity
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Process Street features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.8
    8.6
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,757 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 70% Small-Business
  • 24% Mid-Market
Process Street Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
80
Efficiency
45
Task Management
43
Process Efficiency
40
Workflow Management
32
Cons
Learning Curve
23
Learning Difficulty
20
Limited Customization
16
Missing Features
14
Complexity
13
Process Street features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.7
Activities
Average: 8.8
8.9
Flows
Average: 8.8
8.6
Integration
Average: 8.3
Seller Details
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,757 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Parabola is a workflow builder that makes it easy to organize and transform messy data from anywhere—even PDFs, emails, and spreadsheets—so you can automate the work you thought would always be manual

    Users
    No information available
    Industries
    • Consumer Goods
    • Computer Software
    Market Segment
    • 47% Small-Business
    • 45% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Parabola Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    18
    Ease of Use
    15
    Time-saving
    10
    Time-Saving
    10
    Intuitive
    9
    Cons
    Limitations
    5
    Learning Curve
    3
    Time-Consumption
    3
    Data Inaccuracy
    2
    Limited Export Options
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Parabola features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Activities
    Average: 8.8
    9.5
    Flows
    Average: 8.8
    8.5
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Parabola
    Year Founded
    2017
    HQ Location
    San Francisco, CA
    Twitter
    @parabolahq
    LinkedIn® Page
    www.linkedin.com
    81 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Parabola is a workflow builder that makes it easy to organize and transform messy data from anywhere—even PDFs, emails, and spreadsheets—so you can automate the work you thought would always be manual

Users
No information available
Industries
  • Consumer Goods
  • Computer Software
Market Segment
  • 47% Small-Business
  • 45% Mid-Market
Parabola Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
18
Ease of Use
15
Time-saving
10
Time-Saving
10
Intuitive
9
Cons
Limitations
5
Learning Curve
3
Time-Consumption
3
Data Inaccuracy
2
Limited Export Options
2
Parabola features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
8.5
Activities
Average: 8.8
9.5
Flows
Average: 8.8
8.5
Integration
Average: 8.3
Seller Details
Seller
Parabola
Year Founded
2017
HQ Location
San Francisco, CA
Twitter
@parabolahq
LinkedIn® Page
www.linkedin.com
81 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ProHance is a new-age workforce analytics and operations enablement platform that delivers complete end-to-end visibility into your workforce. Serving as a single unified solution, it empowers organiz

    Users
    No information available
    Industries
    • Information Technology and Services
    • Outsourcing/Offshoring
    Market Segment
    • 59% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ProHance Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    24
    Time Tracking
    24
    Ease of Use
    15
    Tracking
    15
    Tracking Ease
    13
    Cons
    Difficult Navigation
    5
    Missing Features
    5
    Inadequate Reporting
    4
    Inadequate Tracking
    4
    Learning Curve
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ProHance features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Activities
    Average: 8.8
    8.6
    Flows
    Average: 8.8
    9.0
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ProHance
    Company Website
    Year Founded
    2010
    HQ Location
    Bangalore, Karnataka
    Twitter
    @prohance_net
    79 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    202 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ProHance is a new-age workforce analytics and operations enablement platform that delivers complete end-to-end visibility into your workforce. Serving as a single unified solution, it empowers organiz

Users
No information available
Industries
  • Information Technology and Services
  • Outsourcing/Offshoring
Market Segment
  • 59% Mid-Market
  • 36% Enterprise
ProHance Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
24
Time Tracking
24
Ease of Use
15
Tracking
15
Tracking Ease
13
Cons
Difficult Navigation
5
Missing Features
5
Inadequate Reporting
4
Inadequate Tracking
4
Learning Curve
4
ProHance features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
9.3
Activities
Average: 8.8
8.6
Flows
Average: 8.8
9.0
Integration
Average: 8.3
Seller Details
Seller
ProHance
Company Website
Year Founded
2010
HQ Location
Bangalore, Karnataka
Twitter
@prohance_net
79 Twitter followers
LinkedIn® Page
www.linkedin.com
202 employees on LinkedIn®
(337)4.3 out of 5
13th Easiest To Use in Workflow Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    What is Lytho? Lytho is a creative operations solution specifically built for in-house marketing and creative teams who need to move faster, stay on brand, and scale content without the chaos. Unli

    Users
    • Graphic Designer
    • Senior Graphic Designer
    Industries
    • Marketing and Advertising
    • Higher Education
    Market Segment
    • 51% Mid-Market
    • 23% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Lytho is a platform that unifies creative workflow, proofing, and asset management, facilitating collaboration and project management.
    • Reviewers like Lytho's structured review process that keeps projects on track, minimizes lengthy email exchanges, and ensures everyone is working with the latest files, enhancing visibility across different teams.
    • Reviewers experienced challenges with Lytho's commenting tools, which often feel unintuitive, making it difficult for users to manage feedback efficiently, especially when several reviewers are participating.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Lytho Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Project Management
    35
    Team Collaboration
    35
    Asset Management
    24
    Organization
    24
    Cons
    Missing Features
    29
    Limited Features
    14
    Learning Curve
    13
    Not Intuitive
    12
    Task Management
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Lytho features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.4
    Activities
    Average: 8.8
    8.4
    Flows
    Average: 8.8
    7.2
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Lytho
    Company Website
    Year Founded
    1999
    HQ Location
    Morrisville, NC
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

What is Lytho? Lytho is a creative operations solution specifically built for in-house marketing and creative teams who need to move faster, stay on brand, and scale content without the chaos. Unli

Users
  • Graphic Designer
  • Senior Graphic Designer
Industries
  • Marketing and Advertising
  • Higher Education
Market Segment
  • 51% Mid-Market
  • 23% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Lytho is a platform that unifies creative workflow, proofing, and asset management, facilitating collaboration and project management.
  • Reviewers like Lytho's structured review process that keeps projects on track, minimizes lengthy email exchanges, and ensures everyone is working with the latest files, enhancing visibility across different teams.
  • Reviewers experienced challenges with Lytho's commenting tools, which often feel unintuitive, making it difficult for users to manage feedback efficiently, especially when several reviewers are participating.
Lytho Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Project Management
35
Team Collaboration
35
Asset Management
24
Organization
24
Cons
Missing Features
29
Limited Features
14
Learning Curve
13
Not Intuitive
12
Task Management
12
Lytho features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
8.4
Activities
Average: 8.8
8.4
Flows
Average: 8.8
7.2
Integration
Average: 8.3
Seller Details
Seller
Lytho
Company Website
Year Founded
1999
HQ Location
Morrisville, NC
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Productboard is the intelligent product management platform that helps future-ready product teams deliver exceptional products with clarity and confidence. Over 6,000 companies, including Zoom, One Me

    Users
    • Product Manager
    • Senior Product Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Productboard Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Feedback Management
    11
    Ease of Use
    10
    Features
    10
    Integrations
    10
    Planning
    10
    Cons
    Lack of Features
    7
    Learning Curve
    6
    Difficult Learning
    5
    Learning Difficulty
    5
    Missing Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Productboard features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Activities
    Average: 8.8
    8.8
    Flows
    Average: 8.8
    7.5
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    San Francisco, CA
    Twitter
    @productboard
    10,057 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    334 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Productboard is the intelligent product management platform that helps future-ready product teams deliver exceptional products with clarity and confidence. Over 6,000 companies, including Zoom, One Me

Users
  • Product Manager
  • Senior Product Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 43% Small-Business
Productboard Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Feedback Management
11
Ease of Use
10
Features
10
Integrations
10
Planning
10
Cons
Lack of Features
7
Learning Curve
6
Difficult Learning
5
Learning Difficulty
5
Missing Features
5
Productboard features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
8.7
Activities
Average: 8.8
8.8
Flows
Average: 8.8
7.5
Integration
Average: 8.3
Seller Details
Year Founded
2014
HQ Location
San Francisco, CA
Twitter
@productboard
10,057 Twitter followers
LinkedIn® Page
www.linkedin.com
334 employees on LinkedIn®
(785)4.7 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
    • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
    • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    124
    Project Management
    88
    Project Tracking
    71
    Task Management
    62
    Intuitive
    61
    Cons
    Missing Features
    45
    Slow Loading
    28
    Slow Performance
    28
    Limited Customization
    22
    Learning Curve
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Rocketlane features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Activities
    Average: 8.8
    9.1
    Flows
    Average: 8.8
    9.2
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,391 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    213 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
  • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
  • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
Rocketlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
124
Project Management
88
Project Tracking
71
Task Management
62
Intuitive
61
Cons
Missing Features
45
Slow Loading
28
Slow Performance
28
Limited Customization
22
Learning Curve
20
Rocketlane features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.2
Activities
Average: 8.8
9.1
Flows
Average: 8.8
9.2
Integration
Average: 8.3
Seller Details
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,391 Twitter followers
LinkedIn® Page
www.linkedin.com
213 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Activepieces is a no-code workflow automation builder that lets you automate your organization's department from marketing to sales and operations. For example, you can receive Slack notifications abo

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 96% Small-Business
    • 4% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Activepieces Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    60
    Automation
    41
    Automation Features
    27
    Integrations
    27
    Intuitive
    26
    Cons
    Limited Integrations
    34
    Learning Curve
    21
    Missing Features
    16
    Limited Apps
    12
    Integration Issues
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Activepieces features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Activities
    Average: 8.8
    9.4
    Flows
    Average: 8.8
    9.4
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2022
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Activepieces is a no-code workflow automation builder that lets you automate your organization's department from marketing to sales and operations. For example, you can receive Slack notifications abo

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 96% Small-Business
  • 4% Mid-Market
Activepieces Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
60
Automation
41
Automation Features
27
Integrations
27
Intuitive
26
Cons
Limited Integrations
34
Learning Curve
21
Missing Features
16
Limited Apps
12
Integration Issues
10
Activepieces features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.9
Activities
Average: 8.8
9.4
Flows
Average: 8.8
9.4
Integration
Average: 8.3
Seller Details
Year Founded
2022
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
(1,317)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 N

    Users
    • Business Analyst
    • Salesforce Administrator
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 48% Enterprise
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nintex Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Workflow Management
    18
    Automation
    17
    Easy Setup
    16
    Versatility
    15
    Cons
    Limited Features
    16
    Learning Curve
    12
    Limited Customization
    9
    Complexity
    8
    Expensive
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nintex features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.1
    10.0
    Activities
    Average: 8.8
    10.0
    Flows
    Average: 8.8
    10.0
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nintex
    Company Website
    Year Founded
    2006
    HQ Location
    Bellevue, WA
    LinkedIn® Page
    www.linkedin.com
    1,278 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 N

Users
  • Business Analyst
  • Salesforce Administrator
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 48% Enterprise
  • 40% Mid-Market
Nintex Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Workflow Management
18
Automation
17
Easy Setup
16
Versatility
15
Cons
Limited Features
16
Learning Curve
12
Limited Customization
9
Complexity
8
Expensive
8
Nintex features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.1
10.0
Activities
Average: 8.8
10.0
Flows
Average: 8.8
10.0
Integration
Average: 8.3
Seller Details
Seller
Nintex
Company Website
Year Founded
2006
HQ Location
Bellevue, WA
LinkedIn® Page
www.linkedin.com
1,278 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to dr

    Users
    • CEO
    • Deputy General Manager
    Industries
    • Airlines/Aviation
    • Computer Software
    Market Segment
    • 49% Small-Business
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Swit Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    2
    Customer Support
    2
    Customization
    2
    Ease of Use
    2
    Easy Integration
    2
    Cons
    App Functionality
    2
    Integration Issues
    1
    Lack of Integration
    1
    Limited Charting Capabilities
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Swit features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Activities
    Average: 8.8
    10.0
    Flows
    Average: 8.8
    8.3
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Swit
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @GetSwit
    211 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    167 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to dr

Users
  • CEO
  • Deputy General Manager
Industries
  • Airlines/Aviation
  • Computer Software
Market Segment
  • 49% Small-Business
  • 42% Mid-Market
Swit Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
2
Customer Support
2
Customization
2
Ease of Use
2
Easy Integration
2
Cons
App Functionality
2
Integration Issues
1
Lack of Integration
1
Limited Charting Capabilities
1
Limited Customization
1
Swit features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.9
Activities
Average: 8.8
10.0
Flows
Average: 8.8
8.3
Integration
Average: 8.3
Seller Details
Seller
Swit
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@GetSwit
211 Twitter followers
LinkedIn® Page
www.linkedin.com
167 employees on LinkedIn®
(14)4.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $5.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Work-Relay is a Salesforce-native workflow solution designed to streamline the delivery of products and services to end-customers. This software facilitates the automation of complex workflows, ensuri

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 36% Enterprise
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Work-Relay Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Customer Support
    9
    Workflow Efficiency
    6
    Efficiency
    5
    Customizability
    4
    Cons
    Complexity
    4
    Limitations
    3
    Difficult Customization
    2
    Limited Customization
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Work-Relay features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.2
    Activities
    Average: 8.8
    9.1
    Flows
    Average: 8.8
    9.3
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Neostella
    Company Website
    Year Founded
    2019
    HQ Location
    Milwaukee, US
    LinkedIn® Page
    www.linkedin.com
    386 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Work-Relay is a Salesforce-native workflow solution designed to streamline the delivery of products and services to end-customers. This software facilitates the automation of complex workflows, ensuri

Users
No information available
Industries
No information available
Market Segment
  • 36% Enterprise
  • 36% Mid-Market
Work-Relay Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Customer Support
9
Workflow Efficiency
6
Efficiency
5
Customizability
4
Cons
Complexity
4
Limitations
3
Difficult Customization
2
Limited Customization
2
Missing Features
2
Work-Relay features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
8.2
Activities
Average: 8.8
9.1
Flows
Average: 8.8
9.3
Integration
Average: 8.3
Seller Details
Seller
Neostella
Company Website
Year Founded
2019
HQ Location
Milwaukee, US
LinkedIn® Page
www.linkedin.com
386 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We unleash the potential of companies, their assets and people, with the fluidity, efficiency and intelligence provided by our SaaS platform & suite of digital products for workflow management. In

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 40% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cotalker Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Cloud Services
    1
    Communication
    1
    Ease of Work
    1
    Intuitive
    1
    Cons
    Learning Curve
    1
    Learning Difficulty
    1
    Steep Learning Curve
    1
    Technical Expertise Required
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cotalker features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Activities
    Average: 8.8
    9.7
    Flows
    Average: 8.8
    10.0
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Cotalker
    Year Founded
    2015
    HQ Location
    Santiago, Region Metropolitana
    Twitter
    @CoTalkerAPP
    20 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    38 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We unleash the potential of companies, their assets and people, with the fluidity, efficiency and intelligence provided by our SaaS platform & suite of digital products for workflow management. In

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 40% Small-Business
  • 30% Mid-Market
Cotalker Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Cloud Services
1
Communication
1
Ease of Work
1
Intuitive
1
Cons
Learning Curve
1
Learning Difficulty
1
Steep Learning Curve
1
Technical Expertise Required
1
Cotalker features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
9.7
Activities
Average: 8.8
9.7
Flows
Average: 8.8
10.0
Integration
Average: 8.3
Seller Details
Seller
Cotalker
Year Founded
2015
HQ Location
Santiago, Region Metropolitana
Twitter
@CoTalkerAPP
20 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
(674)4.7 out of 5
View top Consulting Services for TaxDome
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    126
    Automation
    70
    Client Portal
    63
    Customer Support
    60
    Document Management
    56
    Cons
    Learning Curve
    60
    Difficult Setup
    36
    Time-Consuming Setup
    34
    Difficult Learning
    32
    Missing Features
    30
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TaxDome features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.2
    Activities
    Average: 8.8
    8.2
    Flows
    Average: 8.8
    7.4
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    300 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
126
Automation
70
Client Portal
63
Customer Support
60
Document Management
56
Cons
Learning Curve
60
Difficult Setup
36
Time-Consuming Setup
34
Difficult Learning
32
Missing Features
30
TaxDome features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
8.2
Activities
Average: 8.8
8.2
Flows
Average: 8.8
7.4
Integration
Average: 8.3
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
300 employees on LinkedIn®
Entry Level Price:$69.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 70% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Momentum is a tool designed to assist with meeting organization, call transcription, and workflow management, integrating with platforms such as Zoom, Google Meets, and Salesforce.
    • Reviewers like Momentum's user-friendly interface, seamless integration with other platforms, and its ability to provide accurate transcriptions and actionable insights from meetings.
    • Users reported occasional bugs during integration with third-party apps, limitations in customization options, and issues with the accuracy of AI-driven insights and transcriptions.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Momentum Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Helpful
    21
    Automation
    16
    Integrations
    14
    Customer Support
    13
    Cons
    Inaccuracy
    10
    Performance Issues
    8
    Accuracy Issues
    6
    Call Issues
    6
    Data Inaccuracy
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Momentum features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    7.4
    Activities
    Average: 8.8
    7.8
    Flows
    Average: 8.8
    7.7
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Momentum
    Year Founded
    2020
    HQ Location
    San Francisco, CA
    Twitter
    @dealmomentum
    272 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    133 employees on LinkedIn®
    Ownership
    JSE:MTM
Product Description
How are these determined?Information
This description is provided by the seller.

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 70% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Momentum is a tool designed to assist with meeting organization, call transcription, and workflow management, integrating with platforms such as Zoom, Google Meets, and Salesforce.
  • Reviewers like Momentum's user-friendly interface, seamless integration with other platforms, and its ability to provide accurate transcriptions and actionable insights from meetings.
  • Users reported occasional bugs during integration with third-party apps, limitations in customization options, and issues with the accuracy of AI-driven insights and transcriptions.
Momentum Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Helpful
21
Automation
16
Integrations
14
Customer Support
13
Cons
Inaccuracy
10
Performance Issues
8
Accuracy Issues
6
Call Issues
6
Data Inaccuracy
6
Momentum features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
7.4
Activities
Average: 8.8
7.8
Flows
Average: 8.8
7.7
Integration
Average: 8.3
Seller Details
Seller
Momentum
Year Founded
2020
HQ Location
San Francisco, CA
Twitter
@dealmomentum
272 Twitter followers
LinkedIn® Page
www.linkedin.com
133 employees on LinkedIn®
Ownership
JSE:MTM
(11)5.0 out of 5
15th Easiest To Use in Workflow Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 64% Mid-Market
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Flowtrics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    8
    Ease of Use
    8
    Efficiency
    4
    Automation
    3
    Organization
    3
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Flowtrics features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    9.8
    Activities
    Average: 8.8
    10.0
    Flows
    Average: 8.8
    10.0
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Flowtrics
    Year Founded
    2021
    HQ Location
    Provo, UT
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms,

Users
No information available
Industries
No information available
Market Segment
  • 64% Mid-Market
  • 36% Small-Business
Flowtrics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
8
Ease of Use
8
Efficiency
4
Automation
3
Organization
3
Cons
This product has not yet received any negative sentiments.
Flowtrics features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
9.8
Activities
Average: 8.8
10.0
Flows
Average: 8.8
10.0
Integration
Average: 8.3
Seller Details
Seller
Flowtrics
Year Founded
2021
HQ Location
Provo, UT
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 40% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    17
    Customer Support
    15
    Ease of Learning
    11
    Customization
    10
    Project Management
    10
    Cons
    Missing Features
    5
    Learning Curve
    3
    Bugs
    2
    Complexity
    2
    Dependency Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GUIDEcx features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.8
    8.4
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 40% Small-Business
GUIDEcx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
17
Customer Support
15
Ease of Learning
11
Customization
10
Project Management
10
Cons
Missing Features
5
Learning Curve
3
Bugs
2
Complexity
2
Dependency Issues
2
GUIDEcx features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
8.8
Activities
Average: 8.8
8.9
Flows
Average: 8.8
8.4
Integration
Average: 8.3
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
178 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®