Workflow Management Software

The biggest issue for me is the number of small bugs I run into. The duplicate option doesn’t always work as expected, and the timer can be a bit frustrating. Sometimes I start the timer, but the time doesn’t show up unless I refresh the page. The same thing happens with updates from other people on the team, I sometimes have to refresh to see their changes. It’s not a huge issue, but when you’re working in real time, having to refresh the page again and again can get annoying. I’d really like to see the live updates and syncing work more reliably. Review collected by and hosted on G2.com.

Before using monday, it was harder to keep track of tasks, updates, and who was working on what. A lot of information was spread across different places, so it was easy to miss things. Now we can keep the work, updates, deadlines, and communication in one place. The AI features also help with things like summarizing updates and handling repetitive work, which saves us time. Review collected by and hosted on G2.com.

Pricing increases very rapidly if you upgrade the tier of the product or use any advances feature like upgrading to advanced, premium or enterprise or by increasing the number of people. Lots of customization are available which sometimes creates chaos or become difficult to manage. It's little bit difficult to understand for beginner from non-technical background. Review collected by and hosted on G2.com.

Jira always helped in planning agile tasks, bug tracking and creating story. It is very useful in tracking bugs and incidents and creating story else you will forget lots of things. Using this feature we plan our stories and bugs as per the bandwidth in the respective sprints. Review collected by and hosted on G2.com.

The initial learning curve can feel a bit steep for new team members because of the sheer depth of features and custom configurations available. Additionally, while the desktop app is snappy, the mobile app can occasionally feel slightly heavy when navigating across very large workspaces or heavy task lists. Review collected by and hosted on G2.com.

ClickUp solved workflow fragmentation across our projects. Before using it, our sprint roadmaps, architecture notes, and task backlogs were scattered across separate tools, leading to communication overhead and lost context. By centralizing task tracking, technical documentation, and AI-assisted prioritization in ClickUp, we have significantly minimized context switching, kept priorities crystal clear, and accelerated our project delivery cycles. Review collected by and hosted on G2.com.

It would be nice if Asana was more customizable to you or even to the organization. Perhaps the option to put your own logo on there or implement your colors could be nice. I don't like how subtasks are never-ending. For example, you can place a subtask inside a subtask inside a subtask, etc. Review collected by and hosted on G2.com.

I used Asana to essentially create a living syllabus during grad school. I was able to map out my entire semester, add my due dates, the assignment descriptions, notes, and even the assignments themselves. I then used the widget feature on Apple to put Asana right in the middle of my home screen so I always knew what I had to do that day. It has really been a game changer for me. I also use it to organize my work professionally and personally, creating 90-day cycles for myself while utilizing the milestone feature. Review collected by and hosted on G2.com.

Permissions are still coarse - sharing a single database view with a client without exposing the rest of the workspace takes more workarounds than it should. Offline mode is unreliable and large databases (10k+ rows) get noticeably slow to filter. Review collected by and hosted on G2.com.

Notion gives each of our client client one page with brief, lead lists and results linked together, so anyone on the team can pick up a project cold. Now we have fewer "where is the latest version" questions. Review collected by and hosted on G2.com.

Smartsheet offers strong process management capabilities, but it lacks some features that users of Excel and Microsoft Project may consider standard. Common requirements often require workarounds, add-ons, or third-party solutions. Reporting can be more complex than expected, and product enhancements do not always keep pace with customer requests. Some highly requested features have remained outstanding for years. Review collected by and hosted on G2.com.

Beyond project management, Smartsheet has enabled us to automate workflows, standardize processes, and make data more accessible across teams. Having real-time information available in one place reduces the need for manual updates and status meetings, allowing teams to focus more on execution and less on administration. Review collected by and hosted on G2.com.

I first discovered Zapier years ago, before AI became a part of everyday life and an integral part of computing infrastructure. At that time Zapier was innovative and enabled integration and automation that was difficult to do without advanced programming skills. But at present there are mainstream AI tools that can do what Zapier does that are easier to use. The rapid change in the technology landscape has also pushed me to improve my skills. I am now able to interact with APIs directly, such that I do not need Zapier as much. Review collected by and hosted on G2.com.

It helps with building workflows. This can make executing work tasks easier and help save time, overall this is increased efficiency and quality. Review collected by and hosted on G2.com.

The Lightning component can be overwhelming when trying to display a lot of information during customer calls, which makes it a bit cumbersome. The pricing of Agentforce Service can also be a concern, which is why we're using an alternative like Twilio Flex for some functionalities, as it's more cost-effective in our case. Review collected by and hosted on G2.com.

I use Agentforce Service to automate tasks like logging calls and updating tickets, speeding up resolution times. It helps agents with day-to-day activities automatically, depending on knowledge articles to address customer complaints efficiently. Review collected by and hosted on G2.com.

No specific dislikes to share right now. The experience has been smooth overall. Review collected by and hosted on G2.com.

BigTime keeps things simple and easy to navigate, with reliable Live Chat support and fast client and project setup through custom templates. The user-right controls also let me manage what staff can see, so I can keep things focused and comfortable to run as a business owner. Review collected by and hosted on G2.com.

Zoho Desk has a lot of flexibility, but that can also mean there is a learning curve when you are first setting it up or trying to build more advanced automations, reports, and custom workflows. Some settings are spread across different areas of the platform, so it can take time to learn where everything lives and how the pieces connect.

Once the system is configured, it works well day to day, but I would appreciate a more streamlined setup experience and clearer guidance for advanced features. That said, the customization is ultimately one of Zoho Desk’s strengths—it just takes a little time and hands-on experience to get the most from it. Review collected by and hosted on G2.com.

Zoho Desk is helping us bring customer support requests from multiple sources into one organized system. As a telecom company, we receive questions and service-related requests through email, web forms, and other communication channels, and it can be difficult to keep everything visible and make sure the right team member follows up.

With Zoho Desk, we can centralize those conversations as tickets, route them to the appropriate department or agent, prioritize urgent issues, and track each request through resolution. This has reduced the risk of missed follow-ups and makes it much easier for our team to see the full history of a customer’s issue.

The biggest benefit is better consistency and accountability. Our team can respond more efficiently, customers receive clearer and more timely communication, and managers have better visibility into ticket volume, response times, recurring issues, and overall support performance. Review collected by and hosted on G2.com.

It is clear that implementing both the customer-facing AI agents and the agent-assist capabilities requires time and effort. Building effective prompts, defining the right parameters, and fine-tuning the experience are essential steps to achieve the desired results. However, the investment is well worth it, as these tools can significantly improve efficiency, enhance the customer experience, and deliver long-term value to the business. Review collected by and hosted on G2.com.

We had multiple tools in the different channels available, making customer service difficult in addition to having information silos. Zendesk allowed us to have an omnichannel tool, having a better experience for our users and agents to solve our clients. In addition to breaking down information silos to have reliable real-time data. Review collected by and hosted on G2.com.

We are still experiencing scaling issues for large environments at times. As we take on large clients with a lot of endpoints, Syncro can be a bit slow. Also, the user interface could be improved. Though I like the look sometimes, it can be cumbersome finding where a workflow resides. Review collected by and hosted on G2.com.

Syncro solves security headaches like missed patches and uneven configurations. It ties monitoring, scripting, and ticketing into one workflow, auto-creates tickets, and leaves a clear audit trail, making issue resolution smooth. Review collected by and hosted on G2.com.

One challenge has been getting everyone to use CMap consistently. We still rely on other tools in parallel, so some information ends up spread across different systems. As a result, I don't think we're making full use of what CMap can do yet.

There is also a bit of a learning curve at the start, particularly for new users, but that becomes easier with use and training. Review collected by and hosted on G2.com.

CMap is helping us bring project information, resource planning, timesheets, and reporting into one place. It gives better visibility of who is working on what, helps identify workload issues, and makes project tracking easier.

For me personally, it has made it easier to record time against projects, track where effort is being spent, and understand resource allocation across the business without having to ask multiple people for updates. Review collected by and hosted on G2.com.

The process is entirely manual. There is no AI integration to automatically correct spacing, spelling, or grammar, or provide tone suggestions while writing. Review collected by and hosted on G2.com.

Team Spaces improve collaboration by giving each team a dedicated workspace where emails are organised and assigned to the right people, reducing confusion and improving accountability. Review collected by and hosted on G2.com.

This isn’t really a negative, but the AI isn’t quite up to par yet. That seems to be a common theme across nearly all vendors that include AI components. We’re still working to fine-tune how AI can best improve our workflows and customer experience, while also trying to balance the seemingly impossible task of forecasting costs accurately. I’m confident it will continue to mature and improve over time. Review collected by and hosted on G2.com.

Integrated Customer Billing is helping reduce the heavy burden of reconciling tools with contracts. For example, I have a customer with 100 workstations in the contract, but the RMM shows 115 devices. In the past, this always had to be investigated manually. Now I can sync those numbers directly to the contract items. This single use case alone has saved us a massive amount of man-hours. 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.

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.

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.