Workflow Management Software

I think the only thing that really stands out as something I don't like, is that if you are inviting somebody to your Monday space that doesn't work for your company, for instance, somebody who works at a sister company in your organization, you need an admin's approval in order to add their email address if it doesn't match your domain. Review collected by and hosted on G2.com.

monday Work Management gives me a central place to keep track of everything I'm supposed to do daily and integrates with other software to send tasks to the right people upon completion. Review collected by and hosted on G2.com.

Jira doesn’t support SSO unless you pay for a more expensive license. In my view, vendors shouldn’t charge extra for SSO or MFA, since these are basic yet critical security features. Review collected by and hosted on G2.com.

Jira helps my team manage our day-to-day tasks through tickets, and it also helps us track our project work using dashboards. Review collected by and hosted on G2.com.

As of now we are on the free forever plan and some features are locked but that will change with a subscription. Review collected by and hosted on G2.com.

ClickUp addresses scattered work, unclear priorities, and limited visibility—especially into how time is actually spent—by bringing tasks, projects, and time tracking into a single system. Instead of guessing where my effort goes or juggling multiple tools, I can see exactly how long campaigns, content, and support tasks take. That clarity helps me prioritize high-impact work, spot inefficiencies, and communicate my value more clearly to leadership. The biggest benefit is that I’m not just staying busy; I’m working strategically, using real data to make better decisions and justify where time and resources should go. Review collected by and hosted on G2.com.

Honestly I have had a great experience overall. If I had to point out a couple of downsides, it can occasionally feel a bit slow with larger projects, and some of the more advanced features are locked behind higher pricing tiers. Review collected by and hosted on G2.com.

I use Asana to track project which makes the entire process much more organized, transparent and easy to follow. It allows us to clearly monitor progress across different tasks and teams, making collaboration more efficient. This level of visibility is especially helpful during audits and when showcasing updates or results to the ELT, as all relevant information is centralized and easy to access. Additionally, Asana helps us keep track of the time spent on projects, giving better insight into resource allocation and productivity. Features like adding screenshots, setting due dates, and leaving detailed comments significantly reduce back-and-forth communication, save time, and minimize confusion. Overall, it helps streamline workflows, improve accountability, and ensures that work continues moving forward smoothly and on schedule. Review collected by and hosted on G2.com.

Some features require a level of technical understanding that isn’t very intuitive, especially when it comes to more advanced setups or customizations. It can feel a bit like coding at times, which makes it less accessible for users who are looking for simpler, more straightforward solutions. Review collected by and hosted on G2.com.

Notion helps centralize information and eliminate the need to use multiple tools for documentation, notes, and project tracking. It allows us to keep everything in one place, processes, resources, and team knowledge, making it easier to stay organized and aligned. This improves efficiency, reduces time spent searching for information, and helps teams collaborate more effectively. Review collected by and hosted on G2.com.

Outside of timeline management, Smartsheet struggles to flex to the varied ways marketing operations teams actually work. Rollout across teams with different working styles and technical comfort levels is genuinely difficult — the interface doesn't adapt well, and adoption tends to be inconsistent as a result. Workflow automation is limited compared to dedicated work management platforms, and building more complex operational systems in Smartsheet requires significant workarounds that create technical debt over time. It works well as a single-purpose tool but doesn't scale effectively as a marketing operations backbone. Review collected by and hosted on G2.com.

Smartsheet serves a narrow but real use case for our team — primarily as a timeline and milestone tracking tool for campaign planning. Where it adds value is in giving stakeholders a familiar, spreadsheet-adjacent view of project schedules, which reduces friction for people who aren't comfortable with more complex work management interfaces.However, the benefits are limited in scope. It handles linear project tracking reasonably well but doesn't solve the broader operational challenges marketing teams face — cross-functional workflow management, dynamic resource planning, intake routing, or campaign operating model design. In practice, we've found it works best as a supplementary planning view rather than a primary operations platform.The core limitation is that Smartsheet solves for visibility into timelines but not for the operational complexity underneath them. Teams end up doing significant manual work outside the tool to compensate for what it doesn't handle, which offsets much of the efficiency gain it provides. Review collected by and hosted on G2.com.

The learning curve is definitely steep. Because it has such a massive number of features, the ease of implementation isn't the best if you don't have a dedicated technical team. Sometimes the interface feels a bit overwhelming for new users until they get used to it. Review collected by and hosted on G2.com.

It mainly solves the problem of scattered customer information and repetitive manual tasks. By automating our ticket routing and keeping a centralized knowledge base, we avoid losing track of customer requests. This benefits us by significantly reducing our response times and improving the overall quality of our help desk. Review collected by and hosted on G2.com.

I think their reporting system could still use improvement. And integration with other products could be more complete. Especially with products such as IT Glue which it only partially integrates with (the PSA side does, but the RMM doesn't). Review collected by and hosted on G2.com.

Initially, (several years ago) I was not thrilled with their remote support tool. Since then, they have added Splashtop which is an acceptable and better alternative to their original offering. However, I still find that the extra cost of using Screenconnect is worth it especially since much of our work is done through the remote support tool. We are very hands on with our customers and they like it when we can remote into their computers, and start fixing the issue they are having in less than a minute. This connection time is roughly the same for the Splashtop product, their internal tool (which you can still use and which we find very helpful sometimes) as well as Screenconnect. Review collected by and hosted on G2.com.

The API documentation lacks clarity in certain areas. Some endpoints behave inconsistently — for example, fields that are visible in GET responses cannot always be updated via PATCH, which can be frustrating during development and custom integrations. Review collected by and hosted on G2.com.

Before Zoho Desk, managing customer complaints and support requests was a challenge. Emails were getting lost, response times were inconsistent, and there was no clear visibility into ticket status or agent performance.

Zoho Desk has transformed the way we handle customer support in the following ways:

Centralized Ticket Management:

All customer queries from multiple channels — emails, calls, walk-ins, and social media — now flow into a single platform. Nothing gets missed and every complaint is tracked from start to finish.

Faster Response Times:

With SLA management and automated escalations, we are now able to ensure tickets are responded to and resolved within committed timelines. Breaches are flagged immediately and escalated to the right person automatically.

Better Accountability:

Round robin assignment ensures fair distribution of tickets among agents. Managers can now clearly see who is handling what and how long it is taking to resolve issues.

Process Compliance:

The Blueprint feature enforces structured workflows, ensuring every ticket follows the correct process before being closed. This has significantly reduced errors and improved service quality.

Custom Automations:

Using Deluge scripting and APIs, we have built custom approval workflows, automated task assignments, and integrated Zoho Desk with other internal tools — saving hours of manual work every day.

Overall, Zoho Desk has helped us deliver faster, more consistent, and more accountable customer service. Review collected by and hosted on G2.com.

The different price tiers can be frustrating. As is the fact that we have to pay for more than one login, even though we already pay for the service. There should be unlimited users with a paid service. Review collected by and hosted on G2.com.

Zendesk allows our users to reach out to us when they need help. The ticketing system keeps everything organized and ensures that only one person is replying to each ticket at a time as we can solve it when we are done with it. Review collected by and hosted on G2.com.

Sometimes, the debugging feels a little bit hard for me. But, it's a little bit nerve-wracking. And once you get comfortable with the tool, it's fine. Review collected by and hosted on G2.com.

I use Microsoft Power Automate to automate workflows between Azure and Teams, allowing information to move automatically between systems without manual intervention. This reduces repetitive tasks and minimizes human errors while ensuring updates and notifications are delivered consistently and on time. It helps streamline communication and keeps processes running more reliably. Review collected by and hosted on G2.com.

4. I would like access/permission to some canned reports based on my ability/permission to enter time. This could be a decision by my organization, as I am not an admin, but other than printing my timecard to a pdf, I can’t report on SOWs or tasks.

5. I think there is benefit to submitting a specific day’s hours. I plan out my time for the week by SOW/task and adjust as the time is worked. I would like to be able to submit time for a day completed, but not the rest of the week, since it is not yet worked. Perhaps this could be accomplished with a daily submit option in the Day view of the timesheet. Review collected by and hosted on G2.com.

I need to enter my time daily, so ease of use and multiple ways to enter/.submit time is a huge benefit to me. Review collected by and hosted on G2.com.

Airtable is a very good tool, but if you start using it without thinking through the structure, it can become complicated surprisingly fast. It looks simple at first, yet once you have many related tables and automations that keep growing, a poorly designed base quickly turns into something that’s hard to maintain. I went through a lot of trial and error myself.

As the amount of data increases and the setup gets more complex, performance and pricing can also become real concerns. There are times when permissions, or certain advanced capabilities, feel a bit limited for teams that rely on Airtable very heavily. So while it’s excellent for getting started quickly, if you want to use it as a company-wide operating system, you really need to design the architecture carefully from the beginning. Review collected by and hosted on G2.com.

The biggest problem Airtable solved for us was scattered work information. Previously, the same data was entered across multiple files, it wasn’t always clear which version was the most up to date, and when responsibilities changed, important context was often lost.

Now our buyer database, projects, meeting history, progress status, and follow-up tasks are all connected, which makes it much easier to understand the full workflow at a glance. This is especially important for work like Vietnam market entry support, where multiple companies, buyers, products, and consultation histories are closely interconnected.

In practical terms, Airtable has helped us reduce duplicate and missing data, improve visibility into project status, automate repetitive reporting and document-related work, and make handovers between team members much smoother. It’s hard to give one exact number, but compared with our old way of working, our overall efficiency has improved significantly because many tasks now run within a system instead of relying only on manual work. Review collected by and hosted on G2.com.

One thing I feel could be better is the reporting and analytics section. Basic reports are fine, but if you want more detailed insights you sometimes have to spend time configuring things. Also, some useful features are locked behind higher pricing plans, which can be a bit limiting for smaller teams. Apart from that, occasionally finding certain settings or configurations takes a bit of digging. Review collected by and hosted on G2.com.

freshdesk mainly helps us organize and track customer support requests in a much better way. Earlier, queries used to come through emails and it was difficult to keep track of which issue was handled and which one was still pending. With Freshdesk, every request becomes a ticket, so it’s easier to assign it to the right person and monitor the progress. It also helps in prioritizing urgent issues and responding to customers faster. Overall, it has made the support process more structured and reduced the chancess of missing customer queries. Review collected by and hosted on G2.com.

Reporting could be better. I wish we had more control over some of the automated reports and the notifications that go out (I'd like to update some of the messages). More integrations to outside software would be great (like Microsoft projects). Resource forecasting is a challenge with current functionality. Review collected by and hosted on G2.com.

Autotask allows us to use 1 tool for multiple areas and departments. That is the biggest benefit. Even though there are some other tools that might work better for Delivery teams (for example), having everything in 1 system is more beneficial. 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.

No regrets or faults to report for the time I have used Conceptboard. It has been an awesome experience. Review collected by and hosted on G2.com.

For all project management needs and visual collaboration, Conceptboard has amazing features and we have used it successfully. Review collected by and hosted on G2.com.