Introducing G2.ai, the future of software buying.Try now

Best Workflow Management Software - Page 3

Bijou Barry
BB
Researched and written by Bijou Barry

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
Show More
Show Less

Featured Workflow Management Software At A Glance

Free Plan Available:
Kintone
Sponsored
Kintone
Leader:
Slack
Slack
Highest Performer:
Quixy
Quixy
Easiest to Use:
Slack
Slack
Top Trending:
Jotform Workflows
Jotform Workflows
Show LessShow More
Highest Performer:
Quixy
Quixy
Easiest to Use:
Slack
Slack
Top Trending:
Jotform Workflows
Jotform Workflows

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.

  • Segment
  • Rating
  • Language
  • Pricing
No filters applied
  • Segment
  • Rating
  • Language
  • Pricing
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
334 Listings in Workflow Management Available
  • Sort By:
    G2 Score
Softdocs
(24)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Softdocs is the only education focused provider of process automation and document management to enable schools to modernize campus operations and drive institutional success. We have helped hundreds

    Users
    No information available
    Industries
    • Higher Education
    • Education Management
    Market Segment
    • 71% Mid-Market
    • 21% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Softdocs features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Activities
    Average: 8.9
    9.1
    Flows
    Average: 8.8
    8.6
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Softdocs
    Year Founded
    1998
    HQ Location
    Columbia, SC
    Twitter
    @Softdocs
    342 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    147 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Softdocs is the only education focused provider of process automation and document management to enable schools to modernize campus operations and drive institutional success. We have helped hundreds

Users
No information available
Industries
  • Higher Education
  • Education Management
Market Segment
  • 71% Mid-Market
  • 21% Enterprise
Softdocs features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.2
Activities
Average: 8.9
9.1
Flows
Average: 8.8
8.6
Integration
Average: 8.3
Seller Details
Seller
Softdocs
Year Founded
1998
HQ Location
Columbia, SC
Twitter
@Softdocs
342 Twitter followers
LinkedIn® Page
www.linkedin.com
147 employees on LinkedIn®
Lytho
(342)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 designed to unify creative workflow, proofing, and asset management within a single platform, facilitating collaboration and project management.
    • Users like Lytho's ability to streamline the review process, provide real-time status updates, and centralize feedback, enhancing workflow efficiency and collaboration.
    • Users experienced challenges with Lytho's commenting tools, notification system, and search functionality, which can make it difficult to manage feedback and locate specific projects or tasks.
  • 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
    102
    Project Management
    66
    Team Collaboration
    66
    Organization
    46
    Efficiency
    45
    Cons
    Missing Features
    38
    Not Intuitive
    29
    Learning Curve
    25
    Limited Customization
    19
    Limited Features
    18
    View All Pros and Cons
  • 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: 8.9
    8.5
    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
    75 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 designed to unify creative workflow, proofing, and asset management within a single platform, facilitating collaboration and project management.
  • Users like Lytho's ability to streamline the review process, provide real-time status updates, and centralize feedback, enhancing workflow efficiency and collaboration.
  • Users experienced challenges with Lytho's commenting tools, notification system, and search functionality, which can make it difficult to manage feedback and locate specific projects or tasks.
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
102
Project Management
66
Team Collaboration
66
Organization
46
Efficiency
45
Cons
Missing Features
38
Not Intuitive
29
Learning Curve
25
Limited Customization
19
Limited Features
18
View All Pros and Cons
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: 8.9
8.5
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
75 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More
DocuWare
(245)4.4 out of 5
Optimized for quick response
View top Consulting Services for DocuWare
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

    Users
    • Software Analyst
    Industries
    • Information Technology and Services
    • Pharmaceuticals
    Market Segment
    • 47% Mid-Market
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocuWare 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
    28
    Document Management
    16
    Data Management
    15
    Integrations
    14
    Automation
    13
    Cons
    Learning Curve
    8
    Expensive
    6
    Missing Features
    6
    Complexity
    5
    Cost Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocuWare features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.2
    Activities
    Average: 8.9
    8.4
    Flows
    Average: 8.8
    8.2
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DocuWare
    Company Website
    Year Founded
    1988
    HQ Location
    Beacon, NY
    Twitter
    @DocuWare
    2,289 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    605 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

Users
  • Software Analyst
Industries
  • Information Technology and Services
  • Pharmaceuticals
Market Segment
  • 47% Mid-Market
  • 30% Enterprise
DocuWare 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
28
Document Management
16
Data Management
15
Integrations
14
Automation
13
Cons
Learning Curve
8
Expensive
6
Missing Features
6
Complexity
5
Cost Issues
5
View All Pros and Cons
DocuWare features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.2
Activities
Average: 8.9
8.4
Flows
Average: 8.8
8.2
Integration
Average: 8.3
Seller Details
Seller
DocuWare
Company Website
Year Founded
1988
HQ Location
Beacon, NY
Twitter
@DocuWare
2,289 Twitter followers
LinkedIn® Page
www.linkedin.com
605 employees on LinkedIn®
Parabola
(51)4.9 out of 5
Save to My Lists
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
    Intuitive
    9
    Time-saving
    9
    Time-Saving
    9
    Cons
    Limitations
    5
    Learning Curve
    3
    Time-Consumption
    3
    Data Inaccuracy
    2
    Limited Export Options
    2
    View All Pros and Cons
  • 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: 8.9
    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
Intuitive
9
Time-saving
9
Time-Saving
9
Cons
Limitations
5
Learning Curve
3
Time-Consumption
3
Data Inaccuracy
2
Limited Export Options
2
View All Pros and Cons
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: 8.9
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®
Productboard
(253)4.3 out of 5
Save to My Lists
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
    • 49% 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
    Planning
    11
    Integrations
    10
    Project Management
    10
    Ease of Use
    9
    Cons
    Learning Curve
    7
    Difficult Learning
    6
    Lack of Features
    6
    Learning Difficulty
    6
    Complexity
    4
    View All Pros and Cons
  • 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: 8.9
    8.8
    Flows
    Average: 8.8
    7.5
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    productboard
    Year Founded
    2014
    HQ Location
    San Francisco, CA
    Twitter
    @productboard
    10,021 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    335 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
  • 49% 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
Planning
11
Integrations
10
Project Management
10
Ease of Use
9
Cons
Learning Curve
7
Difficult Learning
6
Lack of Features
6
Learning Difficulty
6
Complexity
4
View All Pros and Cons
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: 8.9
8.8
Flows
Average: 8.8
7.5
Integration
Average: 8.3
Seller Details
Seller
productboard
Year Founded
2014
HQ Location
San Francisco, CA
Twitter
@productboard
10,021 Twitter followers
LinkedIn® Page
www.linkedin.com
335 employees on LinkedIn®
Nintex
(1,319)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
    36
    Automation
    18
    Workflow Management
    18
    Easy Setup
    16
    Versatility
    16
    Cons
    Limited Features
    17
    Learning Curve
    13
    Complexity
    9
    Expensive
    9
    Limited Customization
    9
    View All Pros and Cons
  • 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
    0.0
    No information available
    10.0
    Flows
    Average: 8.8
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nintex
    Company Website
    Year Founded
    2006
    HQ Location
    Bellevue, WA
    LinkedIn® Page
    www.linkedin.com
    1,282 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
36
Automation
18
Workflow Management
18
Easy Setup
16
Versatility
16
Cons
Limited Features
17
Learning Curve
13
Complexity
9
Expensive
9
Limited Customization
9
View All Pros and Cons
Nintex features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.1
0.0
No information available
10.0
Flows
Average: 8.8
0.0
No information available
Seller Details
Seller
Nintex
Company Website
Year Founded
2006
HQ Location
Bellevue, WA
LinkedIn® Page
www.linkedin.com
1,282 employees on LinkedIn®
Activepieces
(142)4.8 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Activepieces is an open-source, no-code automation platform designed to streamline workflows by connecting various applications and services. It empowers users to automate repetitive tasks without req

    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
    57
    Automation
    39
    Automation Features
    24
    Integrations
    23
    Intuitive
    23
    Cons
    Limited Integrations
    33
    Learning Curve
    19
    Missing Features
    14
    Limited Apps
    12
    Integration Issues
    9
    View All Pros and Cons
  • 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: 8.9
    9.4
    Flows
    Average: 8.8
    9.4
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Activepieces
    Year Founded
    2022
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Activepieces is an open-source, no-code automation platform designed to streamline workflows by connecting various applications and services. It empowers users to automate repetitive tasks without req

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
57
Automation
39
Automation Features
24
Integrations
23
Intuitive
23
Cons
Limited Integrations
33
Learning Curve
19
Missing Features
14
Limited Apps
12
Integration Issues
9
View All Pros and Cons
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: 8.9
9.4
Flows
Average: 8.8
9.4
Integration
Average: 8.3
Seller Details
Seller
Activepieces
Year Founded
2022
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Swit
(361)4.7 out of 5
Save to My Lists
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
    • 50% 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
    Automation
    1
    Communication
    1
    Convenience
    1
    Customer Support
    1
    Customization
    1
    Cons
    App Functionality
    1
    Limited Charting Capabilities
    1
    Limited Customization
    1
    Limited Features
    1
    Missing Features
    1
    View All Pros and Cons
  • 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: 8.9
    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
    209 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    169 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
  • 50% 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
Automation
1
Communication
1
Convenience
1
Customer Support
1
Customization
1
Cons
App Functionality
1
Limited Charting Capabilities
1
Limited Customization
1
Limited Features
1
Missing Features
1
View All Pros and Cons
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: 8.9
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
209 Twitter followers
LinkedIn® Page
www.linkedin.com
169 employees on LinkedIn®
TaxDome
(692)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
    137
    Automation
    73
    Client Portal
    66
    Customer Support
    65
    Document Management
    60
    Cons
    Learning Curve
    66
    Difficult Learning
    37
    Difficult Setup
    36
    Time-Consuming Setup
    36
    Missing Features
    34
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.2
    Activities
    Average: 8.9
    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
    329 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
137
Automation
73
Client Portal
66
Customer Support
65
Document Management
60
Cons
Learning Curve
66
Difficult Learning
37
Difficult Setup
36
Time-Consuming Setup
36
Missing Features
34
View All Pros and Cons
TaxDome features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.2
Activities
Average: 8.9
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
329 employees on LinkedIn®
Progress ShareFile
(1,475)4.2 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborat

    Users
    • Owner
    • Office Manager
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 37% Small-Business
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Progress ShareFile 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
    29
    Security
    22
    File Sharing
    19
    Sharing
    19
    Secure Sharing
    17
    Cons
    File Management
    9
    Poor Interface Design
    6
    Upload Issues
    6
    Expensive
    5
    Interface Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Progress ShareFile features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Activities
    Average: 8.9
    8.9
    Flows
    Average: 8.8
    8.1
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Progress Software
    Company Website
    Year Founded
    1981
    HQ Location
    Burlington, MA.
    Twitter
    @ProgressSW
    48,917 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,205 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborat

Users
  • Owner
  • Office Manager
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 37% Small-Business
  • 32% Mid-Market
Progress ShareFile 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
29
Security
22
File Sharing
19
Sharing
19
Secure Sharing
17
Cons
File Management
9
Poor Interface Design
6
Upload Issues
6
Expensive
5
Interface Issues
5
View All Pros and Cons
Progress ShareFile features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.3
Activities
Average: 8.9
8.9
Flows
Average: 8.8
8.1
Integration
Average: 8.3
Seller Details
Seller
Progress Software
Company Website
Year Founded
1981
HQ Location
Burlington, MA.
Twitter
@ProgressSW
48,917 Twitter followers
LinkedIn® Page
www.linkedin.com
4,205 employees on LinkedIn®
Work-Relay
(14)4.8 out of 5
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
    View All Pros and Cons
  • 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: 8.9
    9.1
    Flows
    Average: 8.8
    9.3
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Neostella
    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
View All Pros and Cons
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: 8.9
9.1
Flows
Average: 8.8
9.3
Integration
Average: 8.3
Seller Details
Seller
Neostella
Year Founded
2019
HQ Location
Milwaukee, US
LinkedIn® Page
www.linkedin.com
386 employees on LinkedIn®
Rocketlane
(790)4.7 out of 5
Optimized for quick response
Save to My Lists
Free trial available
  • 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
    115
    Project Management
    84
    Project Tracking
    68
    Task Management
    61
    Intuitive
    57
    Cons
    Missing Features
    43
    Slow Loading
    27
    Slow Performance
    27
    Limited Customization
    20
    Task Management
    20
    View All Pros and Cons
  • 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: 8.9
    9.1
    Flows
    Average: 8.8
    9.2
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,390 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    226 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
115
Project Management
84
Project Tracking
68
Task Management
61
Intuitive
57
Cons
Missing Features
43
Slow Loading
27
Slow Performance
27
Limited Customization
20
Task Management
20
View All Pros and Cons
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: 8.9
9.1
Flows
Average: 8.8
9.2
Integration
Average: 8.3
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,390 Twitter followers
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Momentum
(102)4.6 out of 5
Save to My Lists
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 manage and organize virtual meetings, providing features such as call transcription, meeting summaries, and integration with other software like Zoom and Salesforce.
    • Users frequently mention the user-friendly interface, the ability to automate administrative tasks, and the seamless integration with other tools as key benefits of using Momentum.
    • Reviewers mentioned occasional bugs during integration with third-party apps, limited customization options, and issues with AI accuracy as some of the drawbacks of the product.
  • 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
    View All Pros and Cons
  • 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: 8.9
    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
    276 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    132 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 manage and organize virtual meetings, providing features such as call transcription, meeting summaries, and integration with other software like Zoom and Salesforce.
  • Users frequently mention the user-friendly interface, the ability to automate administrative tasks, and the seamless integration with other tools as key benefits of using Momentum.
  • Reviewers mentioned occasional bugs during integration with third-party apps, limited customization options, and issues with AI accuracy as some of the drawbacks of the product.
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
View All Pros and Cons
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: 8.9
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
276 Twitter followers
LinkedIn® Page
www.linkedin.com
132 employees on LinkedIn®
Ownership
JSE:MTM
FlowForma Process Automation
(96)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at €2,067.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI t

    Users
    No information available
    Industries
    • Construction
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 26% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FlowForma Process Automation 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
    18
    Automation
    16
    Efficiency
    15
    Automation Efficiency
    10
    Productivity Improvement
    9
    Cons
    Learning Curve
    9
    Difficult Learning
    6
    Complexity
    4
    Learning Difficulty
    4
    Missing Features
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FlowForma Process Automation features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Activities
    Average: 8.9
    9.6
    Flows
    Average: 8.8
    7.9
    Integration
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FlowForma
    Company Website
    Year Founded
    2012
    HQ Location
    Dublin
    Twitter
    @FlowForma
    499 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI t

Users
No information available
Industries
  • Construction
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 26% Small-Business
FlowForma Process Automation 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
18
Automation
16
Efficiency
15
Automation Efficiency
10
Productivity Improvement
9
Cons
Learning Curve
9
Difficult Learning
6
Complexity
4
Learning Difficulty
4
Missing Features
4
View All Pros and Cons
FlowForma Process Automation features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.2
Activities
Average: 8.9
9.6
Flows
Average: 8.8
7.9
Integration
Average: 8.3
Seller Details
Seller
FlowForma
Company Website
Year Founded
2012
HQ Location
Dublin
Twitter
@FlowForma
499 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Cotalker
(20)4.8 out of 5
Save to My Lists
  • 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% Enterprise
  • 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: 8.9
    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
    36 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% Enterprise
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: 8.9
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
36 employees on LinkedIn®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
  • Segment
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
334 Listings in Workflow Management Available
  • Sort By:
    G2 Score

Recommended For You

Google Workspace
Constant Contact
Canva
Intuit Mailchimp All-in-One Marketing Platform
WordPress.com