Workflow Management Software

There isn't anything that I can think of that is a downside to Monday! I love all of its features. Review collected by and hosted on G2.com.

I no longer have to depend on emails to speak with my team. I am able to create and assign projects to specific people (and myself). Since my contractors work remotely, I am able to assign them projects and they are able to mark tasks off as they complete them — allowing me full visibility of where all my projects are in the pipeline. Review collected by and hosted on G2.com.

The interface can feel overwhelming for new users, with so many features competing for attention. The learning curve is noticeable, and onboarding requires time and guidance. Additionally, performance issues occasionally arise—certain views can be slow to load, and syncing across devices isn’t always seamless. More intuitive navigation and a lighter UI would make the experience smoother and more accessible for everyone. Review collected by and hosted on G2.com.

The platform’s ability to integrate documents, comments, task dependencies, and reminders in one place has been especially useful for managing the layered, collaborative nature of ISDM projects. It solves the problem of scattered information and fragmented communication by bringing all workstreams together, making it easier to align internally and stay on top of timelines. Review collected by and hosted on G2.com.

I would say that I dislike that you have to add templates to projects individually. There doesn't seem to be a way to add templates to multiple projects at once, which is only a small hindrance. For larger projects/portfolios, I wish there was a way to 'assign' those things to me so they don't slip off my radar. Review collected by and hosted on G2.com.

It helps keep everything clean and organized in a simple way that benefits how I like to work. The customization of Asana is really cool since I can incorporate the processes into how I work. It can be easy to forget tasks if I don't input them somewhere, so creating a process in Asana with projects and portfolios has really helped me pace at work. I feel that I can reasonably accomplish more work and keep better track of it than if I wasn't using asana. Review collected by and hosted on G2.com.

Notion is powerful, but it can feel slow at times, especially when loading large pages or databases. Some features also require a bit of a learning curve, so new users may feel overwhelmed at first. While the customization is great, it sometimes makes simple tasks take longer because you have to set up your own structure.

Offline support could also be better—Notion works best with a stable internet connection, and accessing or editing pages offline is still limited. Review collected by and hosted on G2.com.

Notion helps me replace multiple separate tools by putting everything—notes, tasks, documentation, and project tracking—into one workspace. Earlier, my information was scattered across different apps, which made it hard to stay organized. Now I can structure my workflows in a single place using databases, templates, and linked views.

It also improves team collaboration because everyone can work on the same page, leave comments, and see updates instantly. This reduces confusion and avoids long message threads.

Overall, Notion saves me time, keeps my information organized, and helps me manage personal and work projects more efficiently. Review collected by and hosted on G2.com.

The only consistent pain point is that some of the more advanced features sit behind a learning curve that slows down adoption for team members who aren't as tech-comfortable. When scaling cross-department projects, I occasionally have to simplify workflows just to keep everyone aligned. A more seamless integration layer for external tools would also unlock even more end-to-end automation. Review collected by and hosted on G2.com.

Smartsheet streamlines project execution by centralising tasks, timelines, and communication into one accountable ecosystem. It eliminates version-control headaches, manual reporting cycles, and scattered task management across emails and chats.

The benefit is operational clarity. I can forecast workload, manage dependencies, and track progress with zero ambiguity. It reduces bottlenecks, accelerates delivery, and gives leadership the transparency they need without me building ad-hoc reports. It lets me run projects with a level of discipline and velocity that traditional spreadsheets or generic task tools simply can’t match. Review collected by and hosted on G2.com.

The integration between the Salesforce ecosystem and other clouds is not always as simple or included as I expected. Additionally, the initial startup was not very easy; it took about a year to get up to speed and involve all the stores in the data acquisition phase. Review collected by and hosted on G2.com.

It is necessary, at least for the implementation part of the solution, to consult a certified Salesforce partner to use the recommended best practices to avoid future problems. An important aspect during implementation is the choice of the data model to use, and having a clear understanding of which external tools you want to connect via API. The advice, if possible, is to use the Salesforce ecosystem as much as possible to have immediate and secure integrations. For example, by using Marketing Cloud as a marketing tool rather than other tools, data integration is quick and secure, avoiding the exchange of Excel files with sensitive data for data updates. Additionally, it is possible to schedule triggers based on customer behavior by integrating interactions across all systems. With the latest development of Salesforce (CDP), it is also possible to create customer groups that can be used both in Marketing Cloud and on Commerce Cloud using both navigation data and social data. Review collected by and hosted on G2.com.

Unify the customer's information in one place, making everything I need to know easily accessible. Review collected by and hosted on G2.com.

There isn’t much to dislike about Jira, but I think it would be helpful if there were a confirmation step before assigning a ticket to someone. Sometimes, I accidentally assign tickets before I’ve added a proper description, which can cause confusion. Additionally, I believe that making JQL queries available for dashboard public APIs would be very beneficial for us. Review collected by and hosted on G2.com.

Jira is very useful in our organization. It helps us track which work has been completed in each fix version or sprint, as well as who is responsible for specific tasks, the amount of work done, and the time taken. We can also see how many tickets each person has resolved, review the set of features delivered in a release, and monitor the team's progress every sprint. Jira makes it easy to properly track Epics, see which stories belong to which Epic, and identify who is involved. Additionally, linking Figma, Bitbucket, and other apps within Jira is very helpful for keeping track of pull requests and commits. Review collected by and hosted on G2.com.

I have found Zoho's product suite to offer robust functionality and capabilities, although it does present some challenges. Notably, some products exhibit a steeper learning curve, requiring additional training and acclimation to fully leverage their features. Furthermore, the pricing structure can be complex and may necessitate careful consideration to ensure alignment with organizational needs.

Notwithstanding these limitations, I believe the benefits of utilizing Zoho far outweigh the drawbacks. The platform's extensive range of integrated applications, customization options, and scalability make it an attractive solution for businesses seeking to streamline operations and enhance productivity. Overall, I would recommend Zoho to organizations seeking a comprehensive business management platform, provided they are willing to invest the time and resources necessary to fully realize its potential. Review collected by and hosted on G2.com.

I am pleased to share that Zoho's comprehensive suite of products has played a crucial role in addressing many technical support challenges for our business voice communications company. Utilizing Zoho's integrated platform has allowed us to streamline our customer support operations, boost agent productivity, and increase overall customer satisfaction. Review collected by and hosted on G2.com.

The appearance is a bit ugly/ outdated and could do with a bit of modernisation Review collected by and hosted on G2.com.

As an IT engineer in a busy MSP, Autotask has pretty much become one of the tools I rely on every day. It pulls together ticketing, time tracking, asset management and projects into one place, which definitely helps keep things organised when workloads get messy.

What Autotask Does Well

Ticketing that actually works

Easy enough to manage loads of tickets. Categories, quick notes, and automation make it simpler to prioritise and stay on top of things.

Great integrations

Works smoothly with Datto RMM, backup tools and other monitoring systems, so everything lands in one central spot. Cuts out a lot of duplication.

Decent reporting

The dashboards and reports are detailed and customisable, which helps when tracking SLAs or spotting recurring issues.

Solid project and asset tracking

Projects are easier to follow with milestones and dependencies, and asset info is stored neatly, which saves time when troubleshooting.

Where It Falls Short

UI feels outdated

It works, but it looks a bit old and can be overwhelming for new engineers.

Mobile app is lacking

Fine for quick ticket updates, but not great for anything more involved.

Automation is powerful but tricky

You can do a lot with it, but setting it up isn’t always straightforward. Review collected by and hosted on G2.com.

I believe the AI implementation in Power Automate is very helpful. If a user encounters an error, it would be even more beneficial if the system could suggest appropriate AI tools or automatically recommend the required components. Integrating Power Apps with Copilot would make the experience even more seamless and user-friendly. Review collected by and hosted on G2.com.

I use it to integrate with Power Apps, and some features that are not available directly in Power Apps can be easily developed in Power Automate, allowing me to achieve the required results efficiently. Review collected by and hosted on G2.com.

In my experience, I haven't encountered any disadvantages when using the Zendesk tool. Review collected by and hosted on G2.com.

With Zendesk, we were able to keep track of everything, starting from receiving calls to creating detailed records. The tool allows us to set the appropriate disposition for each case, such as marking it as pending, solved, or pending for a manager. Thanks to Zendesk, we have resolved many tickets efficiently and can easily find and send updates to our customers. As customer service representatives, it is important for us to provide resolutions, and this tool helps us do that effectively. Review collected by and hosted on G2.com.

One thing I dislike about Airtable is that as your base grows, it can sometimes slow down or get a bit cluttered. Managing large amounts of data or multiple linked tables can require extra organization. Also, some features, like advanced automation limits and interface options, are restricted unless you’re on a premium plan. Review collected by and hosted on G2.com.

Airtable solves the problem of having information scattered across different spreadsheets, emails, and systems. It gives me one centralized place to organize everything in a structured and visually clear way. Instead of juggling multiple tools or manually updating spreadsheets, I can track projects, tasks, and data in real time and share it with the team instantly. The ability to link records, automate steps, and create different views saves a lot of time and reduces errors. Overall, it helps streamline my workflow, improves organization, and makes managing information much more efficient. Review collected by and hosted on G2.com.

The user interface could use a modernization refresh; it feels a bit dated compared to newer SaaS platforms. The policy structure for managing endpoints, while functional, can be frustrating to navigate and configure at times. Reporting capabilities are adequate but would benefit from more granularity and flexibility; however, we’re encouraged by the upcoming Power BI integration, which should significantly improve this area. Support has been good, so that’s not a concern for us. Review collected by and hosted on G2.com.

The core problem Syncro solves is tool fragmentation. Getting disparate platforms to integrate, work seamlessly, and share information cohesively is incredibly difficult in the MSP space; it often requires custom integrations, manual data entry, and constant troubleshooting. Syncro eliminates this friction by packaging RMM, PSA, invoicing, remote access, and 365 management into a unified platform. This benefits us by reducing operational overhead, improving team efficiency, and enabling faster onboarding of new engineers who don’t need to learn multiple disconnected systems. Review collected by and hosted on G2.com.

LaserFiche is helpful when we deal with large volumes of documents, from the approvals and documents sharing

LaserFiche bas costs issues, where it demands high maintenance costs and requires some IT infrastructure Review collected by and hosted on G2.com.

LaserFiche has resolved the problem of large volumes of physical documents, which are prone to being stolen or destroyed, and this involves digitization and centralized storage

We use LaserFiche to automate the approval process, and this eliminates delays and ensures that our admin has manageable tasks

The security of our documents is maintained through the help of this app, and timely audit is done to see users that have accessed the documents

The process of distributing documents is made easier and faster, and this includes sharing to people in different locations

LaserFiche is suitable for all companies, and this involves those with large amounts of documents. Review collected by and hosted on G2.com.

Advanced workflow setup can be time-consuming during the initial configuration. While the platform is robust, building complex automation rules requires familiarity with the system. Additionally, the analytics suite is strong but could benefit from more customizable reporting options and deeper visual insights for strategic forecasting. Review collected by and hosted on G2.com.

We have seen a significant reduction in response time and a measurable improvement in client satisfaction. Sobot’s automation features decreased manual workloads, allowing our support teams to focus more on high-value interactions. The unified communication experience has also helped us scale efficiently as we expand into new markets. Review collected by and hosted on G2.com.

1. Sometimes, it slows down while switching between tickets within the portal. I hope it will be fixed soon via updates and fixes.

2. The mobile-based application of this tool is not as smooth as it should be. Review collected by and hosted on G2.com.

Previously, our client used HubSpot CRM for ticket management. Now, they have switched to Freshdesk. I found this tool more interactive and attractive to work on. The UI is clean and good, and it makes us feel very confident while working on the tickets.

The plans and pricing are also very reasonable compared to the previous tool. 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.

It would be nice to have notifications about timesheets submitted for approval. Review collected by and hosted on G2.com.

actiTIME helps us manage time and resources more effectively. It gives us reliable data for planning, helps us balance workloads, and allows us to analyze productivity trends without guesswork. We also use it to share progress updates with stakeholders and make better decisions about project timelines and staffing. 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.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Based on my experience, for any organization looking to enhance its online image, Jotform is indispensable. The platform offers unparalleled aesthetic control, allowing me to fully customize forms with my corporate branding, custom fonts, and even custom CSS. This ensures every client interaction is cohesive, polished, and professional, directly improving my brand perception. Review collected by and hosted on G2.com.