Workflow Management Software

The biggest downside is that the platform can feel overwhelming at first because of the number of features and customisation options available. More advanced workflows require some setup time and training to get the most value from them. As teams scale, costs can also increase, and there is still room for improvement in advanced reporting and dashboard customisation. Review collected by and hosted on G2.com.

monday.com helps us manage marketing projects more effectively by providing a single place to plan, track, and execute work. We use it extensively to map out 90-day marketing plans, turning high-level objectives into actionable projects with clear ownership and deadlines. This has improved visibility, accountability, and team alignment while reducing manual project management and status update meetings. Review collected by and hosted on G2.com.

sometimes it feels overwhelming for new users because of the number of project boards, workflows , issues types and configuration options available , during my initial onboarding , it took some time to understand how different project were organized and how tasks moved through various stages, i also found that simple marketing tasks can sometimes require more administrative updates than expected, such as changing statuses, updating fields, or linking related tickets , while these processes improve tracking and accountability they can occasionally slow down day to day work, also creating customized reporting and dashboards can require some learning , especially for users who are not familiar with project management tools. Review collected by and hosted on G2.com.

Jira solves many important challenge related to project organizations, tasks tracking, team collaboration and campaign execution, marketing project often involve multiple client, tight deadlines, and numerous moving parts, making it difficult to keep everyone aligned without a centralized project management systems, it solves problems such as lack of visibility into project progress missed deadlines and tasks ownership confusion, difficulty coordinating work across teams, inefficient tracking of campaing activities, communication gaps between departments manual project management and status updates, its very useful for marketing campaign planning and execution, content creation and approval workflows, social media project management , event and webinar coordination,, cross functional collaboration. its boards , workflow and automation features helps ensures that project move smoothly from planning to execution while providing transparency for everyone involved it also helps managers monitors progress and quickly identify potential issues. Review collected by and hosted on G2.com.

I feel that because it’s so customizable, people can get confused and end up not using it the way they should, which makes the app feel a bit useless. We’re trying to get new members of our team to learn Asana through the e-learning courses so we can use it in an efficient, consistent way. Review collected by and hosted on G2.com.

It helps to show teammates that when they don’t complete a task, it can block the rest of the project from moving forward. We recently added dependencies to our tasks (blocked by/blocking), and it’s made it easier for people to understand how a project is supposed to flow—and why, at times, it doesn’t. Review collected by and hosted on G2.com.

I don't think I dislike anything about the platform as of now. Review collected by and hosted on G2.com.

I've liked the many new integrations that we're able to use thanks to the platform. I've been able to discover new tools thanks to notion, and also the new AI features keep upgrading my content creation ideas. Review collected by and hosted on G2.com.

While ClickUp Brain is a very promising feature, it can still feel inconsistent - sometimes giving vague or incomplete answers when querying task data. The mobile app, although improved, still lags behind the desktop experience in terms of speed and feature parity. Performance can occasionally slow down when working with very large lists or complex dashboards with multiple widgets. It would also be helpful to have more granular notification controls, as the current options can still lead to notification overload for some team members. Finally, onboarding new users remains a challenge given the platform's depth; a more guided, role-based onboarding flow would go a long way. Review collected by and hosted on G2.com.

ClickUp is our project management tool that can help our team to streamline their workflows, improve productivity, and collaborate more effectively. By providing a unified workspace where everyone can manage tasks, projects, and teams, ClickUp can help us to stay organized, prioritize our work, and track our progress. Can also ultimately lead to increased productivity, better communication, and more successful project outcomes. Review collected by and hosted on G2.com.

There is nothing I dislike about using smartsheet, it is easy to access, extremely useful, and wonderful to use. I have no complaints! Review collected by and hosted on G2.com.

It creates an easier way to communicate with other members of the company, whether inside or outside my department. It creates a specific location for necessary work without crowding up our flows in other software, and creates a seamless, easy to use list, compiling all the work that needs to be done. Review collected by and hosted on G2.com.

From a collections specialist point of view at iQor, the frustrations with Salesforce Service Cloud / Agentforce Service usually aren’t about whether it works they’re about how it feels to use under pressure.

One common dislike is how many clicks and layers it can take to do simple things. In collections, speed matters. When you’re trying to log a promise-to-pay, update a disposition, or move to the next account quickly, extra screens and validation steps can feel like they slow the conversation down instead of supporting it. Review collected by and hosted on G2.com.

From a collections specialist perspective at iQor, Salesforce Service Cloud / Agentforce Service is mainly solving the problem of fragmented, messy customer information and slow case handling which is a big deal in collections work. One of the biggest problems it fixes is having customer data scattered across different systems. Before tools like this, you might have billing info in one platform, notes in another, and interaction history somewhere else. Service Cloud pulls that into one place, so when a customer calls about a balance or dispute, you’re not wasting the first few minutes just trying to figure out what’s going on. Review collected by and hosted on G2.com.

The main drawback for us is the pricing. As our automation volume grows, the costs can increase quite quickly, especially for businesses managing multiple clients and complex workflows. With more competitors entering the market and offering similar capabilities at lower price points, it would be great to see Zapier introduce more competitive pricing tiers or higher task limits within existing plans. The platform itself is excellent, but the cost can become a significant factor when scaling operations. Review collected by and hosted on G2.com.

Zapier helps us eliminate repetitive manual tasks by connecting the different tools we use across marketing, sales, customer service, and AI automation. Instead of having team members manually transfer data between platforms, Zapier automatically synchronizes leads, updates CRM records, triggers notifications, and launches workflows in real time. This has reduced operational overhead, minimized human error, and allowed our team to focus on higher-value activities. As a result, we can serve clients more efficiently, respond faster to leads, and scale our operations without needing additional staff for routine administrative work. Review collected by and hosted on G2.com.

I dislike that everything is an add-on. You have to purchase everything individually and it can get quite pricy. There are items like real-time reporting that should be included from the get-go but you have to pay to add it one. It feels like they just want to sell you another product rather than putting together plans that make sense for businesses. Some of the rules around SLAs and automation/triggers can be difficult to work with and many require doing odd things to make them work. Review collected by and hosted on G2.com.

For the cost this is a great option for those looking for something that is had a to of options. Review collected by and hosted on G2.com.

We are solving having numerous business lines and departments working in one system. We are figuring out how to build forms that give us actionable data and help to identify issues that we can take to our internal departments to work to decrease customers' need to contact Support for help. We are also solving the problem of separating our customer's individual help centers so we can share information across items that apply to everyone and those that are customer specific. Review collected by and hosted on G2.com.

The initial setup and configuration can be a bit overwhelming for new users, as there are too many options and menus to navigate through. The onboarding process could be more guided and intuitive. Also, some advanced reporting features are locked behind higher-tier plans, which can be limiting for small agencies. The mobile app, while functional, could use some UI improvements for a smoother experience. Review collected by and hosted on G2.com.

Before Zoho Desk, we were managing all client support requests through email threads, which was chaotic and often led to missed queries. Zoho Desk solved this completely — now every client request from our web development and Google Ads clients is tracked as a ticket with proper priority, status, and ownership. Response times have improved by over 40%, and no query gets lost or forgotten. The SLA management feature ensures we meet our client commitments consistently. Overall, it has helped us look and operate more professionally as an agency. Review collected by and hosted on G2.com.

When I’m working on multiple tickets, it can be hard to tell whether other team members are already working on the same ticket. The system doesn’t indicate that a ticket is in progress, which can lead to confusion and mistakes when multiple people end up working on it at the same time. Review collected by and hosted on G2.com.

It makes it easy for me and the team to manage tickets quickly, especially compared with other ticketing systems that are harder to use and less user-friendly. When we’re working on tasks that involve multiple steps, we can quickly add a worksheet so we have a clear way to track and monitor what’s been completed in a listed format, helping ensure nothing gets missed. Review collected by and hosted on G2.com.

Update: Still rolling with the punches but dissatisfaction is growing. More and more the things we should be able to do are add ons or simply not possible at all with the software. While some of the help features have improved, I don’t think it is enough to justify using the software longterm. What's holding us back is migration and what that may look like. It appears that additional staff will be needed along with duplication of entries to ensure that nothing is lost. Frankly, do very deep research before you commit to the software. Speak to small and large firms (ours is small). Review collected by and hosted on G2.com.

It has timekeeping and billing features which enables us to invoice clients. It also enables us to see at a quick glance whether we are overworking projects. Review collected by and hosted on G2.com.

The platform is powerful, but some areas still feel overly complex for simple administrative tasks. Certain menus and configuration sections take longer to navigate than they should, especially for newer technicians. Reporting can also require more manual refinement than expected to get clean output for management or customer-facing summaries. Performance and UI responsiveness occasionally feel inconsistent depending on the section being used. Review collected by and hosted on G2.com.

Autotask has helped reduce operational overlap between ticket handling, customer communication, and technician scheduling. Before standardizing around it, a lot of information lived in separate systems or depended too heavily on manual follow-up. Having contracts, ticket queues, escalation paths, and time tracking tied together has improved accountability and made it easier to manage response expectations across multiple clients. It has also helped us identify workflow bottlenecks earlier and maintain more consistent service delivery as workload increases. Review collected by and hosted on G2.com.

I've found that the learning curve for Airtable can be too steep for a lot of people, especially for students who aren't tech-savvy. It's hard for some team members who aren't technical to embrace Airtable and start using it effectively. Another issue is that Airtable's versioning capabilities aren't quite as advanced as I'd like. When someone makes a lot of changes, it's tricky to revert back or see who made specific changes, unlike Google Sheets where you can easily view a cell's version history. Additionally, it's a bit challenging to automatically link records in a relational database. I often end up creating automations to link records, which I feel should be simpler. Review collected by and hosted on G2.com.

Airtable helps me structure and manage data efficiently, creating custom internal applications. It's flexible, user-friendly, and enables automation, making it invaluable for my varied tasks. Review collected by and hosted on G2.com.

While Freshdesk is a powerful and user-friendly interface that makes support work efficient, there are also some disadvantages. Some of its advanced features require a subscription, which can make it difficult to use for small and medium-sized organisations. Review collected by and hosted on G2.com.

Freshdesk helps solve the challenge of managing customer inquiries from multiple channels in one place. It centralizes emails, chats, calls, and social media messages into a single ticketing system, making it easier to track, prioritize, and resolve customer issues. This benefits me by improving response times, increasing productivity, and ensuring that no customer request is missed. Review collected by and hosted on G2.com.

The reporting feature in CMAP is cumbersome. Creating custom reports is quite difficult and requires a bit of poking around in the system AND help from support is required to fully understand and comprehend the custom reporting features. Review collected by and hosted on G2.com.

CMAP helps us monitor timekeeping and expenses associated with our projects. It performs very well when it comes to actively tracking project costs and revenues, and it also makes it easy to break work into tasks and deliverables. That, in turn, lets us segment budgets around those items in a clear, straightforward way. 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.

When something fails in the workflow, troubleshooting isn’t always straightforward. Error messages can be vague, and tracking down the exact step or data issue takes effort especially in larger flows. Also, flows can sometimes be slow or inconsistent, particularly with complex logic or multiple connectors. Delays in triggers (like email or SharePoint events) can impact time-sensitive processes. Review collected by and hosted on G2.com.

Microsoft Power Automate primarily addresses manual, repetitive, and disconnected work across systems. The main benefit is that it streamlines operations, reduces effort, and improves consistency in day-to-day tasks.

It helps eliminate repetitive manual work that shows up in many business processes, such as copying data, sending follow-ups, tracking approvals, or updating multiple systems. Power Automate can take over these repeated steps, reducing human effort and minimizing errors. As a result, I spend less time on operational tasks like manually tracking UAT updates, following up on Jira/GTM requests, or consolidating data.

Another advantage is that, instead of waiting for development resources, business users can build and adjust flows themselves. This gives me more control and flexibility to adapt processes quickly as requirements change, especially in project or UAT environments. 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.