Workflow Management Software

I really don’t have anything that I dislike about the monday AI Work Platform. If anything, my biggest challenge is that I probably don’t use the platform to its full potential. There are so many features, automations, integrations, and AI capabilities available that I know there is still more I could be taking advantage of. I would love to continue learning how to maximize the platform and find new ways to make our workflows even more efficient. Review collected by and hosted on G2.com.

The biggest problem monday AI Work Platform solves for me is organization. As a small business owner, I manage a lot of different responsibilities and moving pieces at once, and monday feels like having a personal assistant and project manager working alongside me. It helps bring everything together in one place, keeps me focused on priorities, reminds me of important deadlines and follow-ups, and helps ensure nothing falls through the cracks. Ultimately, it allows me to stay organized, manage my time more effectively, and provide a better experience for my customers by making sure I follow through and deliver on what I promise. Review collected by and hosted on G2.com.

Jira is a powerful tool, but it can feel overwhelming for new users because of the number of features and configuration options. Setting up workflows and permissions sometimes requires extra time and administrative effort. Performance can occasionally slow down when working with very large projects, and finding certain settings isn't always intuitive. However, once the initial setup is complete and the team becomes familiar with the platform, these issues are much less significant. Review collected by and hosted on G2.com.

Jira solves the challenge of managing projects, tasks, and team collaboration in a structured way. Before using Jira, it was difficult to track progress, prioritize work, and keep everyone aligned. With Jira, we can assign tasks, monitor sprint progress, manage backlogs, and identify blockers early. This has improved team communication, increased visibility across projects, and helped us deliver work more efficiently and on time. Review collected by and hosted on G2.com.

the ai and how it shows up on the plan, dashboard and uses. Many times did not work and or plans are confusing and how it shows up on the page makes no sense eg dashboard / use Review collected by and hosted on G2.com.

Prioritizing, planning, and management. Helps me stay focused + connect with team and community. Way more productive in saving my own time + scaling tasks. Review collected by and hosted on G2.com.

One downside of Asana is its pricing, especially for smaller teams or businesses that need access to premium features. Some useful functionality is locked behind higher-tier plans, which can make the cost add up quickly. I also found that as projects become more complex, managing custom fields, automations, and dependencies can take some time to set up and maintain. Review collected by and hosted on G2.com.

Asana helps us keep projects, tasks, and team communication organized in one place. It makes it easy to assign work, track progress, and stay on top of deadlines, which improves collaboration and reduces the need for constant follow-ups. Having a clear view of project status has also helped us work more efficiently and keep everyone aligned on priorities. Review collected by and hosted on G2.com.

Sometimes larger pages take a little time to load, and there’s a small learning curve if you’re new to it. Some of the more advanced database setup can also be confusing at first. However, after spending a few days with it, everything becomes much easier to understand and use. Review collected by and hosted on G2.com.

It helped me keep my projects and documentation organized in one place, instead of having to search across different apps. The AI also cuts down the time I spend creating first drafts, meeting summaries, and other documentation. Overall, it has definitely improved my productivity. Review collected by and hosted on G2.com.

One thing I find challenging is that some features aren't very intuitive to locate, especially if you don't use them frequently. For example, I recently wanted to add a holiday calendar to my project plan so that project dates would take non-working days into account. I couldn't remember where that setting was, and it wasn't easy to find within Smartsheet. I ended up asking ChatGPT to find the steps for me. Integrating a ChatGPT kind of machine within Smartsheet I believe that it would make it easier to guide users on how to find things within Smartsheet. Review collected by and hosted on G2.com.

Smartsheet has made it much easier for me to manage and monitor my projects in one place. I can customize my project plans with formulas and automation. For example, I use formulas to calculate overall project completion, which gives both me and my PMO a real-time view of project progress. Since the project plan is shared, stakeholders can access the latest status at any time without needing to request updates.

It has also helped centralize project tracking. Rather than maintaining deliverables and milestones across multiple tools, e.g., Confluence, I can manage them directly within Smartsheet. This makes it easier to monitor upcoming deliverables, track dependencies, and keep everyone aligned on timelines and progress.

From an integration perspective, the ability to connect with tools such as Microsoft Teams, Jira, and other Microsoft 365 applications helps keep project information accessible and reduces the need to switch between multiple platforms. I've also found the platform performs well for day-to-day project management, even when working with larger project plans and multiple collaborators, allowing the team to access up-to-date information without noticeable delays. 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.

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.

One downside is that some of the more advanced features, such as creating workflows, automations, and other custom configurations, can be a bit complex for non technical users. There is a learning curve, and it may take some time to understand how everything works. However, once you become familiar with the platform, the flexibility and customization options make the effort worthwhile. Review collected by and hosted on G2.com.

Zendesk helps us manage customer inquiries in one place, automate repetitive tasks, and track support performance. This has improved our response times, made collaboration easier, and helped us provide a better customer experience. Review collected by and hosted on G2.com.

What I like less about Zoho Desk is that some settings and functions are unnecessarily nested and therefore difficult to find. The user interface does not seem particularly intuitive in some places, and minor adjustments sometimes require a disproportionately high effort. Additionally, the search function, performance, and clarity with many tickets could be improved. Review collected by and hosted on G2.com.

From my perspective, there are only a few areas for improvement with Zoho Desk. Some settings could be arranged more clearly, and certain functions could be made more intuitively accessible. The performance and the search function can also be optimized in certain areas. Overall, however, Zoho Desk offers a solid and comprehensive solution for daily ticket processing. Review collected by and hosted on G2.com.

The fact that the worksheets don't always attach to the type of ticket they belong to is a bit frustrating. I have to manually attach them with tickets like onboardings. It would be better if we could create a ticket type and have the worksheet applied directly to that type of ticket. Review collected by and hosted on G2.com.

I use Syncro to keep billing, devices, and service requests in order, handling billing by logged hours efficiently. It integrates well with tools like Domotz and Hudu, automating ticket creation and tracking client information precisely. Batch scripts save time, and AI tools aid in consistent documentation and analysis. Review collected by and hosted on G2.com.

Nothing really stands out as a drawback for me. I mainly use BigTime to record my time and pull reports, and in that part of the product I haven't run into anything that slows me down. Review collected by and hosted on G2.com.

It keeps my time records accurate and easy to check as I go, so I'm not fi xing entries at the end of the month. It also gives management and accounting a direct view of what I've been working on, which keeps reporting simple. Being able to get to it from anywhere means my time actually gets logged when the work happens. Review collected by and hosted on G2.com.

Deeper integrations and continued growth of the AI capabilities are the biggest opportunities for improvement. While Planhat integrates with many systems, there is still room to streamline data sharing and reduce manual effort between platforms. The AI functionality has improved significantly, but I would like to see tighter integration with tools such as Microsoft Copilot to automatically capture meeting insights, action items, and customer context without requiring additional manual steps. Review collected by and hosted on G2.com.

Planhat solves the challenge of having customer data, engagement history, health metrics, success plans, and action items spread across multiple systems. By bringing everything into a single platform, it gives our Customer Success, Sales, and Leadership teams a shared view of the customer and helps ensure everyone is working from the same information.

For me personally, the biggest benefit is efficiency and visibility. Planhat allows me to quickly understand account health, identify risks, track customer goals, and prepare for executive conversations without spending hours gathering information from different tools. It has also helped us scale our Customer Success program, operate more proactively, and make more data-driven decisions across a large customer portfolio. 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.

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.

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.

While Freshdesk is a capable customer support platform, there are a few areas where it could improve. Some advanced features—such as stronger automation, deeper analytics, and broader customization—are limited to higher-tier plans, which can drive up costs for growing teams.

For first-time users, the platform can also feel a bit overwhelming due to the sheer number of settings and configuration options. On top of that, certain reports and workflow customizations require additional setup before they fully align with specific business needs.

At times, the web interface may feel slightly slow when dealing with large ticket volumes or when loading more detailed reports. Expanding the AI capabilities and making more advanced features available in lower-tier plans would further improve the overall experience.

Even with these drawbacks, Freshdesk remains a reliable, user-friendly help desk solution that supports day-to-day customer service operations effectively. Review collected by and hosted on G2.com.

Freshdesk addresses the challenge of managing customer support requests by bringing all customer interactions into one centralized platform. Rather than juggling emails, chats, and other support requests in separate places, everything is captured and organized as tickets, which makes it simpler to prioritize work, assign ownership, and track issues from start to finish.

For me, this translates into better productivity and more confidence that no customer request will slip through the cracks. Automation tools like ticket routing, SLA management, and canned responses cut down on repetitive manual tasks and help the team resolve issues faster. The reporting and analytics are also useful, offering clear visibility into response times, agent performance, and customer satisfaction so we can spot trends and keep improving.

Freshdesk’s integrations with other business tools help streamline day-to-day workflows, and the intuitive interface makes collaboration straightforward while also easing onboarding for new users. Overall, it supports faster, more organized, and higher-quality customer support. 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.

I don’t have any major issues with it, but there is a bit of a learning curve as workflows get more complex. Simple automations are easy to build; however, once you start adding multiple conditions, approvals, or integrations, it takes some time to understand how everything fits together.

When a flow fails, troubleshooting can also mean digging through the run history to pinpoint exactly where the problem occurred. It’s not especially difficult, but clearer error messages would make debugging faster and more straightforward.

Other than that, it’s been a reliable tool and has worked well for the automation scenarios I’ve explored so far. Review collected by and hosted on G2.com.

It helps cut down on repetitive manual work by automating tasks that would otherwise have to be done again and again. Rather than manually moving information between applications, sending routine notifications, or updating files, workflows can take care of those activities automatically.

From my perspective, it also creates opportunities to automate team processes such as approvals, reporting, and other day-to-day activities using tools that are already part of the Microsoft ecosystem. This saves time, reduces the chance of manual mistakes, and lets people focus on more valuable work instead of routine tasks.

The biggest benefit is that once a workflow is set up, it keeps running consistently without needing constant attention. That improves productivity and makes everyday work noticeably more efficient. Review collected by and hosted on G2.com.