Workflow Management Software

I do feel that there are a lot of features I don't use, yet I'm still paying for the full service. I would love to be able to pay a lower fee for a single, basic user, knowing that there are a lot of features I don't need, and can opt into later. Review collected by and hosted on G2.com.

monday Work Management keeps all my information in one place, accessible anywhere on any computer, phone or iPad. It's easy to navigate and customize, with a simple, pleasing design that helps me display data how I want. 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.

One thing I notice is that some advanced features can feel a bit hidden which slows me down at times. The amount of notifications can become overwhelming if they are not managed well, and that's a smal irritation that builds up over time. I also think that some integrations take a little longer to configure than I would expect. Review collected by and hosted on G2.com.

Asana helps me keep track of multiple projects without losing sight of deadlines, which is a huge relief in busy periods. It also centralizes communication so I dont have to chase updates across different channels. With recurring tasks and automation, a lot of routine work is taken off my hands, letting me focus on higher value activities. Review collected by and hosted on G2.com.

Not much comes to mind, but the one limiting feature I would say is the ability to reference data between databases is complicated. I understand how to utilize relations and rollups, but there's a part of me that wishes Notion had some kind of spreadsheet functionality (cell references, etc) AS AN OPTION for building some specific tools. Review collected by and hosted on G2.com.

Notion has streamlined and automated my lead generation process for my consulting business. I have built a workflow where I can analyze job listings that are automatically ingested into Notion database, Notion AI assistant will analyze the description and give the job a grade based on my custom instructions, then assign a "Apply", "Maybe", or "Skip" status. This saves me so much time and allows me to spend less time reading through listings and more time crafting bids. I also use the AI writing assistant to generate the templates of proposals for me to specific jobs, which also saves me tons of time. Overall it has been a great experience and become a process that my business can't live without. 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.

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.

When you're just starting out, configuring the system can feel a bit clunky. There are important factors to consider when setting up projects for a team or an entire company, as these choices can affect your overall configuration and settings. Some adjustments made in team settings may not apply at the company level, and the reverse is also true. It's important to have a clear understanding of custom fields and how you intend to use them. Review collected by and hosted on G2.com.

Automated reminders for scheduled work across all our customers ensure that regular tasks are actioned on time. By centralising requests throughout the business, we are able to view and track all pending tickets for specific customers and teams. This system also helps us understand how work is distributed among team members and serves as a historical log of issues, allowing us to see what has been completed in the past. 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.

ZenDesk support suite has advanced and complex features that require IT resources for configuration and customization according to the company's which also needs Budgets and extract costs. this could be a barrier to start-up companies that have small capital and low-skilled labours that might need the training. moreover, functionality of mobile app is not efficient for the users because of its slow-down during the process. Review collected by and hosted on G2.com.

ZenDesk Support Suite is solving various essential problems for our client engagement department including the Hotline and customer service team. In managing the client inquiries from various and multiple channels are being centralized in a single platform which is ZenDesk where we create categories of claims and tickets on every category. Additionally, ZenDesk is solving manual repetitive tasks and errors to automation which leads to reducing time taken for responding and SLA compliance. 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.