Workflow Management Software

Practically nothing..Only the editing of the tasks could be simplified but trust me i am not complaining Review collected by and hosted on G2.com.

I use monday Work Management for task management within my team, and it works really well for time management, editing, and tracking progress. I especially appreciate the real-time updates, and I find the app’s clean layout and quick search features essential for staying organized. That said, I do think editing tasks could be more streamlined and require fewer clicks. Even with that small drawback, I feel the app is very close to perfect. The setup process was user-friendly and made it easy to transition from Asana, which I found had some limitations. Overall, I highly recommend it and would rate it 10/10.This app gives you more time and more organisation Review collected by and hosted on G2.com.

The main limitation is reporting and analytics. ClickUp does not have strong native pivot tables or advanced data analysis capabilities. For teams that rely heavily on metrics, aggregations, and slicing data in different ways, this becomes a gap. We often need to export data to Google Sheets or external tools to do deeper analysis. Improving built-in pivots and reporting would make ClickUp significantly stronger. Review collected by and hosted on G2.com.

ClickUp helps us centralize execution and accountability across the company. Before ClickUp, work was fragmented across Slack, spreadsheets, and multiple tools. Now, every task, dependency, SLA, and owner is visible in one system. This has reduced follow-ups, improved delivery timelines, and made cross-team coordination much smoother. For GobbleCube, ClickUp also acts as the backbone for automation, where tasks are created and updated automatically based on events from CRM and data systems. Review collected by and hosted on G2.com.

Asana is very powerful, but that flexibility can come with a learning curve if workflows and standards aren’t clearly defined upfront. Without good structure, teams can overcomplicate task setups or use it inconsistently.

That said, once templates and governance are in place, Asana becomes very efficient and easy to use. Review collected by and hosted on G2.com.

Asana solves the problem of visibility and accountability across complex, multi-team workflows. It replaces scattered communication across emails, chats, and spreadsheets with a single, structured system where every task has a clear owner, status, and deadline.

This has improved execution consistency, reduced follow-ups and status meetings, and given leadership real-time visibility into progress without micromanaging. As a result, teams are more aligned, work moves faster, and fewer tasks fall through the cracks. Review collected by and hosted on G2.com.

It is so customizable which can be overwhelming, it can easy to get into the asthetics of the layouts etc without actually accomplishing things. This is why I think having someone help you build or using templates is most effective. Review collected by and hosted on G2.com.

I’m using Notion for both business and personal use, and it’s been amazing. On the business side, it’s taken things that were previously very decentralized and brought them into one home—a central place where I can find everything I need. It also helps me capture my to-dos and stay organized, so I can keep my business on track not only across my clients, but also alongside my personal life. I love that I can trust the Notion team to think of things that I didn't even know could improve my life! Review collected by and hosted on G2.com.

I'm currently not liking the github and Zephyr Scale integration that much. As I face issues sometimes. Like in git I have created branch names with the JIRA ticket ID for some of the JIRA Parent tickets the PR (Pull request) are visible but for some it's not. But when i navigate to the child JIRA ticket then it's visible. Coming to Zephyr Scale integrations I think it needs more improvements. Approval of the dev for a particulat ticket is hectic to find the proper test case and to navigate till there. Review collected by and hosted on G2.com.

Jira is solving the Time and Issue tracking for our software development products. Gives us a product roadmap with an estimated time for completion and reports. Tracking the overall progress for top level officials is easy. Review collected by and hosted on G2.com.

I do wish there were additional interactive elements (drill downs) included in Smartsheet's dashboards so I could view the details of metrics at a lower level without needing to switch views, it would greatly decrease the amount of manual work needed. Review collected by and hosted on G2.com.

Overall, Smartsheet has made it much simpler for me to communicate centralized project progress and reduced the dependency on multiple disparate spreadsheets. The increased visibility and clarity that Smartsheet provides definitely improve the predictability of critical dates for projects. The dashboards of Smartsheet provide a powerful and consistent visual language across projects, allowing for better comparisons, prioritizations and decision-making with less need to develop new ways to track progress for each project. Review collected by and hosted on G2.com.

The Catch:

The “Salesforce Tax”: It’s expensive, and nearly every “cool” AI feature comes as a pricey add-on that can quickly inflate your monthly bill.

Complexity: This isn’t “plug-and-play.” In practice, you’ll usually need a dedicated admin or a consultant to keep everything running smoothly.

Bloat: The interface is undeniably powerful, but it’s also heavy. It can feel “click-heavy,” and it may run slowly on older hardware.

The Bottom Line: It’s a great fit for large companies that need to scale complex support operations, but for smaller or simpler teams it can easily become “expensive overkill.” Review collected by and hosted on G2.com.

Salesforce Service Cloud eases the headache of fragmented customer data and manual, slow-moving support workflows by bringing every communication channel together into a single “source of truth.” This gives you a true 360-degree view of your customers, so your team can deliver personalized help right away instead of losing time digging through old emails or jumping between disconnected systems. With AI-driven automation and self-service portals, the platform reduces repetitive “busy work” and automatically routes more complex cases to the right experts. In the end, it helps shift your support team from a reactive function to a faster, more efficient operation—leading to quicker resolutions, lower overhead costs, and stronger customer loyalty. Review collected by and hosted on G2.com.

- Reporting limitations: The built‑in analytics can feel restrictive, and deeper insights often require Zoho Analytics as an add‑on.

- Mobile app performance: The mobile experience isn’t as smooth or feature‑rich as the desktop version. Review collected by and hosted on G2.com.

Zoho Desk helps centralize and streamline all customer support interactions, which used to be scattered across email, chat, and phone. By bringing everything into one platform, it eliminates missed messages and makes it much easier to track the full history of each customer conversation.

It also solves the problem of manual, repetitive work. Automation rules, SLAs, and workflows ensure tickets are routed correctly, follow-ups happen on time, and agents can focus on actual problem‑solving instead of administrative tasks. Review collected by and hosted on G2.com.

There are still numerous known issues that remain unresolved. While most of these problems do not impact me directly, it is somewhat troubling to see that they persist. Development on the RMM side appears to have slowed considerably, with more attention now being given to the PSA and integrations. Personally, I would prefer to see greater development efforts dedicated to computer management, as that is ultimately what our customers rely on us for. Review collected by and hosted on G2.com.

Using Syncro has made managing computers much more efficient for me. By utilizing scripts, it significantly cuts down the amount of hands-on time required to repair a computer that comes into my shop for break-fix service. Review collected by and hosted on G2.com.

Power Automate can start to feel confusing once workflows become more complex, and tracking down errors during debugging isn’t always straightforward. On top of that, some of the more advanced features require premium licenses, which can drive up costs and potentially limit how much smaller teams are able to use it. Review collected by and hosted on G2.com.

Microsoft Power Automate helps cut down on manual work by automating approvals, notifications, and the movement of data between systems. As a result, it saves time, reduces errors, and lets teams spend more energy on higher-value tasks rather than getting stuck in repetitive processes. Review collected by and hosted on G2.com.

Zendesk significantly overpromised during the sales process and has failed to deliver on the level of support that was clearly discussed and agreed upon.

From the beginning, I was explicit: I have a large team and require hands-on, ongoing implementation support—not surface-level assistance. This was communicated before signing and reiterated multiple times after onboarding began. Zendesk repeatedly emphasized the size of their team and their ability to support businesses like mine.

In practice, getting meaningful help has been unnecessarily difficult. I emailed three separate Zendesk contacts/teams requesting assistance and received no response. The only reason I finally received a confirmation from someone was because I called again—after already attempting multiple written follow-ups.

When I did eventually get on a Zoom call, I was informed the time would be limited. The session focused on resolving small, isolated issues rather than providing actual setup guidance or walking through a proper implementation. This is not onboarding. This is not hands-on support.

For a platform positioned as enterprise-ready, the lack of ownership, continuity, and responsiveness is unacceptable. The disconnect between what was sold and what is being delivered is stark. Zendesk’s support structure feels reactive, fragmented, and unwilling to engage at the level required for a growing organization with real operational needs.

I chose Zendesk based on explicit assurances of support. Those assurances have not been honored. The experience has been frustrating, inefficient, and deeply disappointing. Review collected by and hosted on G2.com.

trying to get set up in general and they are barely helping no matter how i reach out. Review collected by and hosted on G2.com.

One thing I dislike about Airtable is that it can feel a bit confusing in the beginning. Even though basic use is simple, understanding linked records, views, and formulas takes some time if you are new to the tool.

For daily clinic work, it works well, but it is not a complete clinic management system. Things like billing, prescriptions, or detailed medical records are not part of Airtable, so other tools are still needed.

Sometimes small changes, like setting the primary field or adjusting relationships between tables, cannot be done automatically and need manual steps. This is not a big problem, but it does slow things down a little at times.

Overall, Airtable is very useful, but it requires some initial learning and planning to use it smoothly for regular work. Review collected by and hosted on G2.com.

Airtable is helping me solve the problem of scattered information. Earlier, patient lists, diet plans, and follow-up notes were spread across different files and formats. This made it difficult to quickly find the right information during clinic hours.

With Airtable, I can keep patient details, diet plans, and follow-up updates in one place. This helps me check active diet plans, update notes after consultations, and track follow-ups without confusion. Everything is organized and easy to access, which saves time in daily work.

It also helps in managing routine tasks more clearly. I can see which diet plans are ongoing, which are completed, and what needs attention. This improves workflow and reduces chances of missing follow-ups.

Overall, Airtable benefits me by bringing structure to daily clinic and education-related work. It makes information easy to manage, reduces manual effort, and helps me stay organized without using multiple tools. 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.

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.

Laserfiche is very complicated in terms of setting up and designing automated workflows

Laserfiche fails to release updates that are modern and with an interface that is likable Review collected by and hosted on G2.com.

Laserfiche has streamlined the handling of documents, by ensuring they are well stored in a secure and accessible storage space

The app has migrated companies from paper work to digital documentation and this speeds the processes in a company

The app maintains the integrity of documents, where solid compliance mechanisms are reinforced

Laserfiche collaborates with other documents management apps and this brings seamless workflow Review collected by and hosted on G2.com.

It would be great to have more integration options with other business tools, such as CRM or invoicing platforms, so that data could flow automatically without manual exports. Review collected by and hosted on G2.com.

actiTIME gives us a solid structure for tracking performance, managing budgets, and maintaining transparency across the company. It helps us make better decisions about where to allocate resources and identify inefficiencies early. It also supports better communication with clients since we can easily show how time is being spent on their projects. Review collected by and hosted on G2.com.

I would love it if BigTime could integrate with MS Outlook, then automate my time based on the categories assigned to time blocks in my calendar. Review collected by and hosted on G2.com.

I use BigTime to log billable hours, helping me organize billing and sort time by project details. It's easy to use, customizable for any project size, and allows all partners to access timecodes, making it easier to report to clients. 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.

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.