Workflow Management Software

I wish more integrations were available natively within the platform, without needing to rely on Zapier or other workflow tools. That said, there’s usually a workaround, and the team is clearly working hard to keep improving the tool. Review collected by and hosted on G2.com.

monday AI is helping me reduce manual and repetitive tasks allowing me team to focus on more strategic planning. The fact that workflows, agents and automations can run processes in the background and keeping things moving helps my team focus on what really matters: creating connection with our clients, planning for the next months, coming up with better ideas and also creating a great work-life balance. Review collected by and hosted on G2.com.

When someone edits a Jira description, the history log displays the entire old description next to the entire new description, instead of highlighting just the specific text that changed. This layout makes it difficult to quickly spot the actual modifications. Review collected by and hosted on G2.com.

• Targeted Communication: Centralises updates directly within specific stories or bugs, ensuring clear, granular alignment without messy email chains.

• Streamlined Tracking: Simplifies monitoring feature development and defining team responsibilities so everyone knows exactly who owns what.

• Predictable Planning: Provides the structure needed to plan and estimate engineering efforts more effectively, leading to realistic deadlines and reliable sprint deliveries. Review collected by and hosted on G2.com.

The hardest part for us was finding the right workspace structure for a specialized engineering business. We build AI-powered inspection machines for the food and pharmaceutical industries, and we didn’t find ready-made templates that closely matched our processes.

ClickUp is flexible enough to accommodate our work, but translating that flexibility into a practical structure took time. We had to work out how to organize pre-sales studies, machine development, purchasing, and post-delivery activities in a way that made sense for our team.

I would appreciate more industry-specific templates and setup examples for companies developing and building custom machinery. Having a relevant starting point, rather than having to design most of the structure ourselves, would have made the initial setup easier. Review collected by and hosted on G2.com.

ClickUp helps us keep track of work across the business and link day-to-day activities with project planning. It gives us a clear view of what needs attention, which studies are waiting on client feedback, and how projects are progressing, without having to piece together the status from scratch each time.

The most tangible benefit has been better-informed project estimates. By tracking time against individual tasks, we can compare the effort required for different phases of previous machine builds and apply those insights when preparing new quotes. It reduces our reliance on gut feel and gives us a more solid basis for planning.

It also helps us keep project details, purchasing information, and follow-up activities organized in a consistent structure. ClickUp Brain makes that information easier to retrieve: I can ask for a project summary or quickly identify pending feedback instead of manually checking multiple lists. Overall, that means less time spent searching and a clearer overview of ongoing work. Review collected by and hosted on G2.com.

When new features come out a lot of the time they are great but seem to always fall short of being complete game changers, where they absolutely could be. A few examples are, with tables release we got lookup fields and the ability to use table options in a reference field which is great, however for this to be truly valuable the need to be able to be used like single select fields when it comes to reporting and use in forms. Also being able to add both to bundles would be HUGE. Another example is the updated automations, having them able to go outside the project us wonderful but if we were also able to have a dynamic "this project" option rather than a specific project and be able to add them to bundles it would replace so many things we rely on scripts or annoying rules we have to build in at project and portfolio level with hidden fields to achieve something that should be simple (e.g. a task is ticked off so a value at the portfolio level changes).

Also the template editor interface is very challenging, you should be able to sort, filter, group and search in that interface just like you can in a project, its absolutely terrible to interact with and forces you to build your entire template as a project then convert it. Review collected by and hosted on G2.com.

It functions amazingly as an easily prioritized to do list. if set up well it gives you all the context you need to complete your work as well as giving a single central place for communication about that work so its easy to come back to. I also love that the reporting functionality meant just ticking off the task causes everyone who needs to know the work is done knows, I don't need to remember to update anyone. Review collected by and hosted on G2.com.

The downside is the unique automated features available only in the paid version. While the free version is excellent, escaping repetitive tasks requires payment. Additionally, there are doubts about whether appropriate guides are provided for beginners to understand all the features. Review collected by and hosted on G2.com.

There's no need to learn programming to create a simple database. Everything from simple work notes to onboarding guide documents and various ledgers previously handled in Excel can be managed with Notion, and internal team approvals are also possible. Review collected by and hosted on G2.com.

The form creation process could be a little smoother. It's already a good system, but it's a hassle that if you have to create a new section on the form, you have to go back to the sheet and rearrange the columns. If there was a way that these worked more in harmony that would be preferable. It would also be nice if the dynamic view was more built into the system and not so external. One of my biggest feature requests has to do with MacOS and iOS. Having a dedicated desktop application for MacOS would be amazing! Also an iPad app that's a little more robust would be great. Really utilizing the full power of the operating systems would be excellent. For example, having a widget for the iPad/iPhone to monitor certain reports, sheets, requests, etc. Being able to approve automated requests from push alerts on your phone, etc. Review collected by and hosted on G2.com.

It's been great for making workflows run smoother for me and in our organization. Having the forms and being able to set up an approval automation has been a huge help. We had issues with tracking projects and project status across departments and divisions and this has helped to collect, sort, and distill the information effectively. I also really like the ability to comment and attach documents to line items. For cataloging and project collaboration this has made a big difference for us. Review collected by and hosted on G2.com.

They have their own internal AI system that’s supposed to help you set up the zaps, but unfortunately it isn’t very good. I usually end up having my own LLM (ChatGPT) take over and set them up for me instead. Also, a lot of the zaps fail sometimes, which means I’m constantly having to recheck them. And then there’s the cost, of course. Review collected by and hosted on G2.com.

I use ThriveCart for my online checkout, and in my case I need to send a Zap over to Kajabi. That setup has been really helpful for granting customers access to my programs inside Kajabi through ThriveCart. Overall, I’m happy with the results, but I do think they should consider a pricing readjustment. Review collected by and hosted on G2.com.

Sometimes the responses can be too general or miss specific details, so improving accuracy and context would help. There is a need to improve response accuracy, speed, and context awareness, especially for specific customer concerns. Review collected by and hosted on G2.com.

Agentforce Service helps me automate repetitive tasks, provide faster customer support, and offer agents the right information quickly, improving efficiency and customer experience. Review collected by and hosted on G2.com.

Takes a while for the Zoho team to update some features, and sometimes there are permission conflicts with Social media, plus it can get a bit overcomplicated unless you know the setup by heart. Review collected by and hosted on G2.com.

Helps keep track of general tasks with a comprehensive funnel and stage progress, plus its connectivity to several apps and adaptability make it a very versatile tool that can be used for endless scenarios. Review collected by and hosted on G2.com.

Update: Still rolling with the punches but dissatisfaction is growing. More and more the things we should be able to do are add ons or simply not possible at all with the software. While some of the help features have improved, I don’t think it is enough to justify using the software longterm. What's holding us back is migration and what that may look like. It appears that additional staff will be needed along with duplication of entries to ensure that nothing is lost. Frankly, do very deep research before you commit to the software. Speak to small and large firms (ours is small). Review collected by and hosted on G2.com.

It has timekeeping and billing features which enables us to invoice clients. It also enables us to see at a quick glance whether we are overworking projects. Review collected by and hosted on G2.com.

While Zendesk is extremely feature-rich, the initial setup and configuration can feel complex and take a significant amount of time. For new administrators, there’s a steep learning curve—especially when trying to customize workflows and triggers—which can slow down the rollout and delay deployment. Review collected by and hosted on G2.com.

We used to spend hours manually routing tickets and answering the same repetitive questions. Zendesk solved this by allowing us to set up automated workflows, macros, and a robust self-service Help Center. As a result, we've successfully deflected a large portion of our incoming tier-1 tickets, freeing up our support agents to focus on more complex customer issues and reducing our operational costs. Review collected by and hosted on G2.com.

While it's not as fully featured as some would like, it's continuously being improved. Review collected by and hosted on G2.com.

Great to have a single pane of glass into endpoints being managed. Review collected by and hosted on G2.com.

One challenge has been getting everyone to use CMap consistently. We still rely on other tools in parallel, so some information ends up spread across different systems. As a result, I don't think we're making full use of what CMap can do yet.

There is also a bit of a learning curve at the start, particularly for new users, but that becomes easier with use and training. Review collected by and hosted on G2.com.

CMap is helping us bring project information, resource planning, timesheets, and reporting into one place. It gives better visibility of who is working on what, helps identify workload issues, and makes project tracking easier.

For me personally, it has made it easier to record time against projects, track where effort is being spent, and understand resource allocation across the business without having to ask multiple people for updates. Review collected by and hosted on G2.com.

At times, Freshdesk can feel a bit slow or laggy, especially when handling multiple tickets at once. Some features take a few extra clicks to access, which can slow down the workflow on busy days. The reporting and search filters could also be more flexible and intuitive. While it’s a strong tool overall, a few performance and usability improvements would make the daily experience even smoother. Review collected by and hosted on G2.com.

Freshdesk solves the problem of scattered customer queries by bringing everything into one organized system. Instead of juggling emails or missing follow-ups, all tickets are tracked, prioritized, and clearly assigned. This helps me stay focused, manage my workload better, and respond on time. As a result, my work feels more structured, communication with customers is smoother, and overall efficiency and confidence in handling issues have improved. Review collected by and hosted on G2.com.

A few things frustrate me. Customer support replies often read like AI wrote them. They’re generic and sometimes miss the actual question, so getting a real answer can take several back and forths. I also see duplicate emails come through, which is confusing and makes it hard to tell whether a message is new or one I’ve already handled. Shared inboxes can feel unclear too. It isn’t always obvious who can see what, or whether a teammate is already working on a thread, so I worry about overlap or something private being visible to the wrong person. Finally, it’s expensive, especially once you add users and need the Productive plan to get the features that matter. The pricing adds up fast for a small team. Review collected by and hosted on G2.com.

I run operations across several businesses, including sponsorship partnerships for a creator brand, property management, real estate, and a travel advisory practice. Before Missive, those conversations lived in separate inboxes. Things slipped through the cracks, and finding the full history of a deal or a tenant issue took too long. Missive puts every account in one place, so I can see an entire conversation, comment internally with my team, and hand off threads without forwarding emails around. Pairing it with Claude has been the biggest win. I can pull up the context of a negotiation and get a draft reply ready in minutes instead of digging through old threads. The result is faster response times with partners and tenants, fewer dropped balls, and a lot less time spent managing email. Review collected by and hosted on G2.com.

It would be great to have a feature where you mark invoices as paid. Review collected by and hosted on G2.com.

actiTIME helps us maintain accurate records of project hours and ensures that billable work does not get overlooked. We can review time entries before billing clients and compare labor costs with billing rates to understand project margins. This saves time during billing reviews and gives us more confidence in the numbers we share with clients. Review collected by and hosted on G2.com.

It takes a lot of work to get things working properly. The integration with billing is not 100% there, even though we use QuickBooks desktop enterprise. There needs to be an easier way to edit tickets en masse, especially unposted items and invoices. The amount of time it takes to customize is made worse by how much troubleshooting and research you need before you can make effective changes. If you make any mistakes, it takes a lot of work to dial it back. Review collected by and hosted on G2.com.

Autotask is helping streamline the process we have for checking out products from inventory. It's able to somewhat sync to our billing services. We're also able to keep track of service contracts and associate labor directly with them. The dashboards grant me a better visual of how things are going and what needs my attention. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

I use Agency Handy for CRM and project management. It makes it easy to manage clients, send proposals and invoices. Plus, it's easy to operate. Review collected by and hosted on G2.com.

My main complaint is the limited reporting on approvals. I can't easily see how long requests sit with each approver or which ones are stuck, so I export data to a spreadsheet. Multi-level approval rules for larger expenses also get cluttered, and I'd like stronger audit exports to hand over to auditors at year-end. Review collected by and hosted on G2.com.

It solves the problem of approvals getting lost in email and chat threads. Expense claims, invoices, and campaign budget requests now route automatically to the right person, with a record of who approved and when. I spend less time chasing sign-offs, month-end closes go faster, and I need no developer to adjust the process. 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.