Workflow Management Software

I do not have any real dislikes about Monday.com. Perhaps the only downside is there is a bit of a learning curve to set up project workflows. It is not 100% intuitive but to be fair the learning curve on other platforms is equal or a higher bar. Review collected by and hosted on G2.com.

We are a global company working across many time frames, Monday.com helps us communicate about projects, workflows and our accounts receivable system. It allows me to quickly see project updates, status and timeframes. I can easily communicate with our operations team about incoming projects - giving them visibily to the sales pipeline. Review collected by and hosted on G2.com.

Sheer complexity of its configuration can turn a simple setup into a labyrinth of admin-only permission and hidden settings. Frequently suffers from noticeable UI lag and notification fatigue where sheer volume of pings can bury the actual work. Ultimatelt, it often feels over-engineered for smaller team, demanding more time spent "feeding the tool" than actually shipoping code Review collected by and hosted on G2.com.

Prioritisation by aligning backlogs and issue ranking helps teams focus on most important work instead of reacting randomly. Boards, sprint reports and dashboards make it easier to see whether work is on track. clear ownership and status changes make it obvious who is repsonsible what and where things are stuck. Linking commits, pull requests and deployments to issue connect planning with actual code changes Review collected by and hosted on G2.com.

ClickUp has no downsides and my only regret is not getting on board sooner! I think every business should be using ClickUp for their business. I'd vote for a "School of ClickUp" where newbies learn the basics and earn different levels depending on their expertise! Review collected by and hosted on G2.com.

It's saving me so much time by not needing to go back and forth to accessing documents and links. It's intuitive and helpful in creating a routine for myself on a monthly, weekly, and even daily basis. I also use it for my personal life in addition to my business use, so I'm definitely a fan. Review collected by and hosted on G2.com.

There are a lot of moving pieces to figure out. Otherwise, I like it. Review collected by and hosted on G2.com.

It's providing clarity with my supervisee and helps me stay on track of projects we're working on together as well as my own to-do's. Review collected by and hosted on G2.com.

One thing I didn’t like initially about Notion was that it took some time to understand how to properly set up pages and organize everything in an effective way. The flexibility is great, but it can feel a bit overwhelming for beginners. Also, when a page contains a lot of content, it can sometimes feel slightly slow or laggy. It’s not a major issue in daily use, but improving performance on heavier pages and making the initial setup more beginner-friendly would make the experience even better. Review collected by and hosted on G2.com.

Notion helps me solve the problem of managing tasks, notes, and learning activities across multiple apps by bringing everything into one place. I use it to track my daily tasks, keep notes for Salesforce and DSA, and plan my work within a single workspace. This setup makes it easier to monitor my progress, stay consistent with what I need to do each day, and avoid missing important work. Overall, Notion keeps me organized and helps me manage my time more effectively. Review collected by and hosted on G2.com.

It is a bit hard to understand the full capacity and the difference between all the sheets that can be created. I have also tried grouping - putting sheets into specific folders, but I have faced some difficulties. Review collected by and hosted on G2.com.

It helps my daily monitoring but also long term monitoring of my projects. I can review the progress of it, track the milestones, set deadlines and communicate easily inside the company. Daily schedule is implemented and all relevant stakeholders can simply be informed through Smartsheet for their completion. Review collected by and hosted on G2.com.

What I don’t like about Agentforce Service is that it’s not as simple as it looks from the outside.

The biggest challenge is the complexity. Setting it up properly takes time, and if your workflows or data aren’t clearly defined, things can get messy quickly. Most teams end up needing a dedicated admin or external consultant just to make it work smoothly, which adds to the overall cost.

Another issue is the cost structure. The base platform is fine, but once you start adding features, integrations, or AI capabilities, the pricing increases quite a bit. It’s something you need to plan for upfront; otherwise, it can feel expensive over time.

Integration can be another pain point. If you’re connecting it with existing systems, it’s not always straightforward—sometimes you need custom development or the right connector to make everything work seamlessly. Review collected by and hosted on G2.com.

We use Agentforce Service mainly to solve the problem of fragmented customer service operations and slow resolution times.

Before using it, the biggest issue was that customer interactions were scattered across emails, calls, and different tools. There was no single view, so agents had to spend time figuring out context instead of actually solving problems. Agentforce brings everything into one place, giving a complete view of the customer and their history, which has made responses faster and more consistent.

Another major problem it solves is manual, repetitive work. Tasks like case assignment, follow-ups, and basic responses used to take a lot of time. With automation (flows, macros, routing), a lot of that is now handled automatically, which improves team productivity and reduces turnaround time.

It also helps with delayed response and poor prioritization. Cases are automatically tracked, categorized, and routed to the right person, so nothing gets missed and urgent issues are handled faster. Review collected by and hosted on G2.com.

I hope the authenticator will remember my cache/ login on my computer longer. So it does not ask me to authenticate many times like now. Review collected by and hosted on G2.com.

I use Syncro to access and manage user systems remotely without disruption, monitor purchases through invoicing, and resolve issues with scripting, enhancing efficiency. Review collected by and hosted on G2.com.

The initial setup and onboarding can feel overwhelming, especially for smaller teams. The interface can also be a bit cluttered at times, making certain settings harder to find. Some features require more configuration than expected before they work smoothly, but once set up, the system performs well overall. Review collected by and hosted on G2.com.

We switched from Syncro because we needed a more flexible and cost-effective ticketing system. Zoho Desk has helped us better organize customer requests and centralize communication in one place. Compared to our previous system, we now have more control over workflows, ticket tracking, and automation, which has improved our response times and reduced the chances of tickets being missed. It also provides a lot more value for the cost, without paying for features we don’t need as a small business. Overall, it’s made our support process more structured and efficient. Review collected by and hosted on G2.com.

I have raised it earlier as well with Zendesk support, that their Zendesk Talk feature needs improvement in a few areas to help managers have better visibility. In my opinion Zendesk Talk feature lacks to offer below- It does not show for how long an agent is sitting idle with no calls, Improper calls distribution, as sometimes a few agents get comparatively more calls with no reason provided, No real time monitoring is available for Zendesk Talk agents logged in. Review collected by and hosted on G2.com.

I use Zendesk to centralize customer queries from multiple marketplaces, making the process smooth and efficient. Its generative AI and Explore features help answer queries without live agents and customize dashboards, saving me hours and improving customer service. Review collected by and hosted on G2.com.

Compared with other RPA tools like UiPath, Power Automate feels slow. Also, while the standard license and initial cost may be low, for most connectors we still need to pay extra to use them. Review collected by and hosted on G2.com.

As we all know, Power Automate is an RPA tool that automates repetitive, rule-based tasks. It helps reduce human error, and the outputs are very precise. Since I’m an RPA developer, I use it to automate different business scenarios. We also use this tool to deliver projects for our clients. Review collected by and hosted on G2.com.

The rollout could have been smoother, especially in the early stages. It would have been helpful to have employees tracking time sooner to identify potential issues earlier. The interface could also be more user-friendly in some areas, as there is quite a bit of back-and-forth clicking and some actions feel less intuitive than they should be. Additionally, some of the help videos are still based on the old UI, which makes it harder to follow along when trying to make changes in the current version. Review collected by and hosted on G2.com.

Time Tracking

Billing

Invoicing

Project Management Review collected by and hosted on G2.com.

Reporting and analytics are quite basic relative to the focused business intelligence tools, and you can hardly derive in-depth insights directly on your data. There is also poor functionality of the desktop experience on the mobile app, and handling and updating records on the go is more cumbersome than it is supposed to be. Review collected by and hosted on G2.com.

Airtable has addressed the issue of working with interconnected data which had been distributed across spreadsheets, emails and documents. This has enhanced accuracy in data and visibility of teams and we have been able to make decisions faster and more informed without having to waste time searching information in various sources. Review collected by and hosted on G2.com.

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. Review collected by and hosted on G2.com.

Sometimes due to a technical glitch, outgoing gets blocked and I have to raise a support ticket, which delays operations. Review collected by and hosted on G2.com.

I use Freshdesk for its centralized ticketing system, which saves time for my organization. The easy-to-use interface and app integrations help streamline our operations. Review collected by and hosted on G2.com.

I would like another way to track ticket time besides using the side bar. I've used the timer when you have the ticket open too but I often minimize & can be forgotten with all my other tickets. Review collected by and hosted on G2.com.

Centralizes ticketing, billing, and client management in one platform, improving efficiency, visibility, and response times. It helps streamline workflows, reduce manual work, and ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

It would be helpful to have more integration options with product management tools so that time entries could be connected directly to feature tickets or backlog items. Review collected by and hosted on G2.com.

actiTIME gives us a reliable way to track effort across the product development lifecycle. It helps identify where bottlenecks occur, whether estimates are realistic, and how workload is distributed across the team. This leads to better planning, more predictable delivery, and clearer communication with leadership about timelines and capacity. 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.

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.