Process Designer Software

I'm not sure the integrations are available under my companies current package, and I'm sue the pricing of using these is worthwhile for us, even though I would be keen to use them. Review collected by and hosted on G2.com.

Project management - used for a small team of 5 people for a couple of different projects, it's really useful in keeping track on progress/updates in one place, with everything logged and the capacity to attach documents and store them works well when engaging with external companies.

Resource management and planning - using for own work, having the automation for sending email reminders to complete task helps me keep up to date with what I need to working on, and what is a priority. Review collected by and hosted on G2.com.

i dislike about Jira is that simple marketing tasks can sometimes require multiple updates before they are marked as completed especially when approval workflows involve several teams, for fast moving campaign this can feel more time consuming than necessary. i also find that highly customized boards with numerous issues types and custom fields can make it harder for new team members to navigate and locate the information they need, while jira is extremely flexible, keeping workflows simple is important for maintaining productivity. Review collected by and hosted on G2.com.

Jira solves the challenge of organizing marketing projects, coordinating tasks across teams, and keeping campaign activities on schedules , it provides a centralized platform where i can track content request, creative approvals, campaign timelines, and follow up tasks without relying on email or spreadsheets, real time updates and automated notification improves collaboration with the sales, design , and content teams, ensuring everyone stays aligned on priorities and deadlines, this has reduces missed tasks improved project visibility , and made it easier to manage multiple campaign simultaneously. overall Jira has increased productivity, streamlined communication and helped our team deliver marketing initiatives more efficiently.. Review collected by and hosted on G2.com.

The pricing structure and licensing model can be quite rigid and expensive for smaller teams or growing businesses. It sometimes feels like you are forced into higher tiers just to get access to a few specific advanced features. Additionally, managing licenses for 'view-only' users versus active editors can occasionally become confusing for administrators Review collected by and hosted on G2.com.

Problems solved: It solves the challenge of team misalignment, scattered ideas, and communication gaps, especially in a remote or hybrid work environment. Before Lucid, brainstorming sessions were disorganized, and documenting them was a chore.

How it benefits me: It provides our team with a centralized "single source of truth." We can now transition seamlessly from messy, creative brainstorming in Lucidspark to structured, professional workflows in Lucidchart. This saves us hours of manual documentation, keeps everyone aligned, and speeds up our decision-making process Review collected by and hosted on G2.com.

ClickUp’s biggest drawback, in my experience, is the learning curve. With so many features and customization options, it can feel overwhelming for new users at first. I’ve also noticed that pages with a large number of tasks, or more complex dashboards, sometimes take longer to load than I’d prefer. And while the platform is very powerful, certain settings and workflows aren’t always easy to locate without spending time digging through the documentation and exploring on your own.

I’d also like to see the AI features continue to improve, especially with more context-aware suggestions and deeper integration into everyday project management tasks. Overall, these issues are relatively minor compared to the value ClickUp provides, but there’s still room to make the experience smoother, faster, and more intuitive. Review collected by and hosted on G2.com.

ClickUp has helped us keep all our work in one place instead of spreading tasks, documents, and project updates across multiple tools. It’s made project planning simpler by letting us assign work, track progress, and stay on top of deadlines without constantly having to follow up with team members. The customizable workflows and dashboards also give everyone clear visibility into what’s in progress and what’s blocked, which has improved collaboration and reinforced accountability. Overall, it’s helped us stay more organized, reduce manual coordination, and spend more time actually getting work done rather than managing the work itself. Review collected by and hosted on G2.com.

Honestly I haven't found any dislikes so far about Asana. I don't think that I use it to its fullest capability because I'm the only one on the team that uses it. It makes for an excellent invoice payment tracker and to do list for me. I color coded the different categories of my day to day tasks (Administrative, HR, Finance, Brain Dump, etc.) and I can look at the calendar view and see very easily what I've got on the docket for that day. It works very well with my ADHD brain! Review collected by and hosted on G2.com.

I'm not missing deadlines! And that is benefitting me because my boss is happy and I stay out of trouble lol. Before Asana, I was a hot mess express! Seriously, I can fill a legal pad up from front to back in about three days. With Asana, I can get all of my thoughts out of my head in my Brain Dump project, and then I can go back and sort each task into the appropriate project depending on whether it's HR related, Finance related, or just regular ole Admin related. And no more legal pads stacked up on my desk or shuffling to find notes about x, y, or z. Review collected by and hosted on G2.com.

Pricing, I don't like that some features are paid subscriptions or that there is a cap on how many free boards you are allowed to have. I also think its use of AI for creating isn't very strong, it is good for admin tasks but not for creation of new tables etc Review collected by and hosted on G2.com.

It makes my workflow much faster, and I enjoy that I can bring Miro with me anywhere, on my phone, laptop, or iPad. It's accessible on all platforms and solves the issue of doing physical story boards that can get bulky because of pens, paper, notesbooks sticky notes but with Miro the interfae has everything Review collected by and hosted on G2.com.

What I dislike most about Notion is that it can feel too flexible: great at first, but sometimes slow, fiddly, and harder to maintain than simpler tools.

Notion is powerful, but the tradeoff is that it can feel like you’re managing the tool as much as your actual work. For people who want speed, offline reliability, and stricter structure, that can be a dealbreaker. Review collected by and hosted on G2.com.

Notion is mainly solving the problem of tool fragmentation: instead of keeping notes, docs, task lists, wikis, and lightweight databases in separate apps, it puts them in one connected workspace. That benefits you by making it easier to capture context, find information later, and keep projects organized in one place. Review collected by and hosted on G2.com.

Smartsheet can be frustrating at times because its spreadsheet-style layout gets cluttered quickly, and managing larger or more complex projects can start to feel clunky. Some of the more advanced features aren’t built in, so I often end up relying on additional configurations or add-ons to get it working the way I need. Review collected by and hosted on G2.com.

As an intern working with a contracting engineering team in Sydney, what I find most useful about Smartsheet is how it takes the chaos out of project coordination and keeps everyone aligned. It helps solve several day-to-day problems that engineering interns often run into, especially when you’re juggling site updates, contractor communication, and documentation all at once. Review collected by and hosted on G2.com.

Zapier feels like a bargain because you're only automating a few things here and there. Then a couple of months go by, you check your usage, and suddenly you realize your automations have been working a lot harder than you thought. I still remember looking at my task count one month and thinking, "Wait... did all of these really run?" The good news is that it usually means the automations are doing their job. The bad news is that your bill tends to notice it too. Review collected by and hosted on G2.com.

Every time we closed a sale, someone had to update the CRM, create a project folder, notify the responsible team, generate an initial task, and log everything in a tracking spreadsheet. None of those actions took much time on their own, but together they added up to several hours every week. Even worse, mistakes happened all the time because there was always some step that somebody forgot. We decided to automate that entire workflow with Zapier, and the change was immediate. Now, when an opportunity moves to "won," everything happens automatically within seconds. Records are created, tasks are assigned, the right people are notified, and information stays synchronized across platforms. There was even a week when several team members were on vacation, and normally that would have caused chaos because certain processes depended heavily on specific people. But most of our workflows were already automated. The interesting part was that we barely noticed they were gone. Leads still reached the right people, reports kept being generated, and notifications continued going out. That was the first time I realized automation isn’t just about saving time, it also removes invisible dependencies you don’t even know exist until someone is suddenly unavailable. Review collected by and hosted on G2.com.

My favorite thing about Airtable is actually this: the suggested improvements I mentioned when I first wrote this review in 2024 have all been resolved, and not because of anything I've done--the development team is constantly working on ways to make Airtable more accessible and easier to use, adding new features based on user feedback, and dreaming up innovative ways to rethink problems that other platforms on the market haven't even begun to tackle.

The only thing I wish I could actually improve about Airtable is the somewhat clunky pay-per-seat model of user accounts, which always seems to be more convoluted than it should be, but I wouldn't be surprised if that element is also changed for the better by the time someone is reading this. Review collected by and hosted on G2.com.

I have several major projects in my role at a large research university, and all of them benefit from Airtable:

1. I coordinate a 10-year old fellowship program, and I have a decade of records and information about the program, its applicants and members, their work within the program, and their impacts on our community after they complete it. With Airtable I'm able to track all of that in one place, which means I always know where to go to find what I need, and it also means that I can create reports/interfaces for the fellows that give them snapshots of their particpation in the program over time. Since some of the folks have been involved for literally a decade they have had lots of engagement with many roles in the program, and before we moved all of this data to airtable I would have to recall things from memory or look each type of role up by person and year in our cloud storage. This has made the process easier, more accurate, and more helpful for the fellows themselves.

2. I organize several large-scale, complex events and programs for faculty, and using Airtable has made that process so much easier. I can have everything from project/task management to sign-ups and attendance lists to logistics planning all in one place, and because of the ease of synching and tables and linking fields, I can do virtually no copying and pasting throughout that process. I used to have so many spreadsheets for each event, and have to transfer so much information from one to another each time...and now that isn't a problem anymore. I can also use the same base each year and just update the years on the new records, so that I can more easily track data over time and have far more useful assessments of my programs. This has transformed my assessment processes and I'm really excited to see how that continues to grow.

3. We are implementing Airtable in our center's annual planning processes for the first time this year, and we've already benefitted so much. We are able to collect information more easily from each of our staff members about their plans and needs, and then the appropriate teams are able to easily gather their own annual lists of work from that collection more accurately than before. We're just starting to play around with automations to make this process even more streamlined and seamless, and I know by next summer's annual planning we'll have something even better put into place. Review collected by and hosted on G2.com.

Some parts of the interface could be more user-friendly, especially for new users. That said, overall the product is reliable, and it becomes easy to adopt once the team starts using it consistently. Review collected by and hosted on G2.com.

actiTIME helps us accurately track the time we spend on projects and campaigns, which improves planning and gives us a clearer view of the real effort behind our product marketing activities. It also provides leadership with better visibility into resource allocation, and it helps teams stay accountable without adding unnecessary complexity. Review collected by and hosted on G2.com.

I just wish more marketers knew about this tool, since it’s still not as widely recognized as it deserves to be. Review collected by and hosted on G2.com.

Before using Morningmate, our marketing projects often suffered from scattered communication and missed deadlines across different tools. Morningmate centralized all project management tasks, which cut down planning time and reduced confusion between teams. Real-time KPI tracking helped us identify underperforming campaigns quickly and optimize budgets more effectively. Collaboration with external partners also became smoother, since everyone could work in the same workspace without constant email back-and-forth. Overall, it solved the problem of inefficiency and gave us clearer visibility into campaign performance. Review collected by and hosted on G2.com.

Power Automate could improve the debugging experience by providing clearer error messages and more detailed execution logs for complex workflows. Managing large flows with many conditions and actions can also become difficult, so better design tools and visualization would be helpful. Additionally, simplifying licensing, improving connector performance, and offering more advanced monitoring and governance features would make the platform even more valuable for enterprise environments. Review collected by and hosted on G2.com.

Microsoft Power Automate addresses the issue of time-consuming manual operations and data integration issues across several platforms.

It automates mundane operations such as data gathering, notifications, approvals, and report preparation, reducing errors and freeing up time for more important work. It simplifies complicated business processes, increases operational efficiency, and supports multi-tenant setups by allowing seamless connectivity of Microsoft 365 apps, Azure services, and external systems. This ultimately leads to faster decision-making and more consistent implementation of corporate policies. Review collected by and hosted on G2.com.

There's nothing I dislike, but it would be nice if they had a full general ledger accounting system to handle accounts payable, etc. Review collected by and hosted on G2.com.

Ravetree helps us map out projects, set project budgets, allocate people to those projects, log time and expenses, and create invoices. Pretty much all of the day to day stuff at our firm. Review collected by and hosted on G2.com.

In reality, the problem for me is the mobile functionality when the signal strength is low. The offline functionality also lacks strength in that I continue to have a notebook to record the updates when I am offline. Review collected by and hosted on G2.com.

I've reduced missed appointments & last-minute curveballs by utilizing Bordio as the Field Operations Manager. This allows the crew to see the priorities more clearly, me to recognize overloading sooner, & our daily route to look less reactive. Review collected by and hosted on G2.com.

My wish: To be able to share boards in dedicated instances. Unfortunately, in May 2026, Conceptboard changed the "sections" in such a way that I lost many hours of work; and objects were automatically defined as "sections" where it makes no sense. Incomprehensible. Review collected by and hosted on G2.com.

Conceptboard enables visual collaboration in real-time and meets the requirements of the GDPR. We use Conceptboard for live online training and virtual or hybrid workshops, as well as for the co-creative development of concepts. Review collected by and hosted on G2.com.

If I had to pick something, it would be that there are still areas where deeper customization (especially around branding, layouts, or UI tweaks) could go further.

That said — and this is important — this is actually one of the reasons I’m bullish on the product.

Unlike most tools where limitations feel “baked in,” Agency Handy is clearly being actively developed, and many of the things you might initially want are either already being improved or on the roadmap.

So rather than being a frustration, it feels more like:

👉 “This is already great — and it’s only getting better.” Review collected by and hosted on G2.com.

Before Agency Handy, our workflow was fragmented across multiple tools:

• CRM in one place

• Proposals somewhere else

• Invoicing and payments separate

• Tasks and delivery tracked manually or in another system

• Client communication scattered across email

It was inefficient, messy, and things slipped through the cracks.

Agency Handy has completely centralised our operations:

• Everything now lives in one system

• Client journeys are structured from start → delivery → payment

• Internal workflows are clearer and easier to manage

• Clients have a single place to log in, view progress, and interact

The impact has been huge:

• Less admin time

• Faster onboarding

• More professional client experience

• Fewer mistakes or missed steps

• Better scalability as we grow

It’s effectively become our agency operating system, not just another tool. Review collected by and hosted on G2.com.

The primary downside of Celoxis is that the user interface feels a bit dated and traditional compared to the sleeker, more modern project management tools available today. Navigating between deep sub-tasks, reports, and team allocations requires a lot of repetitive clicking, which can slow down daily workflows when you just want to make a fast update. Additionally, onboarding team members takes longer than expected because the platform is so massive, and the lack of a dedicated, highly polished mobile app makes it frustrating to check task statuses or log hours when away from a desktop terminal. Review collected by and hosted on G2.com.

Celoxis addresses a major pain point for us: fragmented communication and scattered tracking across large, multi-layered project portfolios. Before we started using it, staying on top of interconnected task dependencies, shifting deadlines, and actual resource utilization often meant constantly hosting status meetings or chasing down manual updates from different people.

Now, the platform brings everything into a single source of truth. Task allocations, automatic schedule shifting, and built-in timesheet logging work together smoothly, so we can keep plans and execution aligned without extra overhead. As a result, we’ve removed administrative bottlenecks, given the management team real-time visibility into overall project health without interrupting day-to-day work, and ultimately made delivery of complex deliverables far more predictable. Review collected by and hosted on G2.com.

It feels a bit limited once work gets bigger. For small diagrams it’s perfect, but for larger planning or brainstorming sessions, the canvas feels restrictive.

It’s more of a diagram tool than a full collaboration space. When discussions go beyond flows into planning, tracking, or workshops, we had to use other tools.

Template options are also fewer compared to some other platforms, so sometimes we had to build layouts from scratch.

Basically great for simple visuals, but not ideal for large cross-team collaboration. Review collected by and hosted on G2.com.

It helps turn discussions into visuals quickly. When we talk about processes or system flows, people often understand differently. Drawing it out in Whimsical clears things up fast.

I use it during planning talks to map steps and decisions. It helps the team see the full picture instead of just hearing it.

It’s also helpful for sharing knowledge. A diagram is easier for someone new to understand than reading long notes.

So the main benefit is clarity and saving time on explanations. Review collected by and hosted on G2.com.

Nothing to dislike: The promoter are actively engaged with the community. I wish if they are able to ship features faster. Review collected by and hosted on G2.com.

The life time value of product is a great ROI for the features it offers. It solve the major issue of organizing and collobrating with the team. Ability to create tasks / assign / and govern along with task comments is a great way to keep things rolling. Since the introduction of Project Chat and 1-on-1 feature, it is now a comprehensive Project Management and Client Interaction tool. So it like MS Proejct and Microsoft Teams collaboration like tool in a single place. Review collected by and hosted on G2.com.