Workflow Management Software

I'm not sure the integrations are available under my companies current package, and I'm sue the pricing of using these is worthwhile for us, even though I would be keen to use them. Review collected by and hosted on G2.com.

Project management - used for a small team of 5 people for a couple of different projects, it's really useful in keeping track on progress/updates in one place, with everything logged and the capacity to attach documents and store them works well when engaging with external companies.

Resource management and planning - using for own work, having the automation for sending email reminders to complete task helps me keep up to date with what I need to working on, and what is a priority. Review collected by and hosted on G2.com.

When it’s misused, Jira can shift from a collaboration tool into a surveillance tool. It’s far too easy for stakeholders to fixate on velocity charts, burndown metrics, and time-tracking data, then use those numbers to micromanage developers instead of focusing on the real value being delivered. Review collected by and hosted on G2.com.

Streamlined Alignment: By centralizing our backlog and using Kanban/Scrum boards, everyone on the cross-functional team can quickly see the current status of any feature or bug.

Reduced Overhead: It cuts down on the need for constant status-update meetings. Because blockers are visible at a glance, we can spot issues early and address bottlenecks before they end up derailing a sprint.

Process Automation: The tool automates repetitive workflows—such as automatically moving a ticket to “QA” when code is committed—which helps free up the team to focus on actual development instead of manual status updates. Review collected by and hosted on G2.com.

I don’t like that I can’t include a document in my knowledge base space as a view. It would be much more efficient to have the same document available as a view in the related workspace as well as in the space, and to be able to show it on the document card in the space dashboard. I also don’t like the white interface when you share a document as a website, because I don’t want to create a duplicated doc just to get the look I want. Review collected by and hosted on G2.com.

It helps me create structure and keep my tasks organised. I can clearly see what’s pending, what’s at risk, and what’s been completed. It also helps me stay more organised when setting goals, and understand how many tasks I still need to complete to reach my target. Review collected by and hosted on G2.com.

Honestly I haven't found any dislikes so far about Asana. I don't think that I use it to its fullest capability because I'm the only one on the team that uses it. It makes for an excellent invoice payment tracker and to do list for me. I color coded the different categories of my day to day tasks (Administrative, HR, Finance, Brain Dump, etc.) and I can look at the calendar view and see very easily what I've got on the docket for that day. It works very well with my ADHD brain! Review collected by and hosted on G2.com.

I'm not missing deadlines! And that is benefitting me because my boss is happy and I stay out of trouble lol. Before Asana, I was a hot mess express! Seriously, I can fill a legal pad up from front to back in about three days. With Asana, I can get all of my thoughts out of my head in my Brain Dump project, and then I can go back and sort each task into the appropriate project depending on whether it's HR related, Finance related, or just regular ole Admin related. And no more legal pads stacked up on my desk or shuffling to find notes about x, y, or z. Review collected by and hosted on G2.com.

Honestly there is very little to complain about. If I had to nitpick, the mobile app can feel a touch slower than the desktop version when opening very large databases, and the sheer number of customization options can take a little time for brand new users to fully explore. Neither of these has been a real problem for our team, just minor observations. Review collected by and hosted on G2.com.

Before Notion, our team struggled with scattered information across docs, spreadsheets, and chat threads, which made it hard to find decisions or track project status. Now we have a single connected workspace where notes, tasks, and databases link together, so anyone can quickly find the context they need. This has resulted in fewer status meetings, faster onboarding for new hires, and noticeably better cross-team visibility into ongoing projects. The pricing has also let us consolidate a couple of other paid tools, saving us money overall while improving collaboration. Review collected by and hosted on G2.com.

Smartsheet can be frustrating at times because its spreadsheet-style layout gets cluttered quickly, and managing larger or more complex projects can start to feel clunky. Some of the more advanced features aren’t built in, so I often end up relying on additional configurations or add-ons to get it working the way I need. Review collected by and hosted on G2.com.

As an intern working with a contracting engineering team in Sydney, what I find most useful about Smartsheet is how it takes the chaos out of project coordination and keeps everyone aligned. It helps solve several day-to-day problems that engineering interns often run into, especially when you’re juggling site updates, contractor communication, and documentation all at once. Review collected by and hosted on G2.com.

From a collections specialist point of view at iQor, the frustrations with Salesforce Service Cloud / Agentforce Service usually aren’t about whether it works they’re about how it feels to use under pressure.

One common dislike is how many clicks and layers it can take to do simple things. In collections, speed matters. When you’re trying to log a promise-to-pay, update a disposition, or move to the next account quickly, extra screens and validation steps can feel like they slow the conversation down instead of supporting it. Review collected by and hosted on G2.com.

From a collections specialist perspective at iQor, Salesforce Service Cloud / Agentforce Service is mainly solving the problem of fragmented, messy customer information and slow case handling which is a big deal in collections work. One of the biggest problems it fixes is having customer data scattered across different systems. Before tools like this, you might have billing info in one platform, notes in another, and interaction history somewhere else. Service Cloud pulls that into one place, so when a customer calls about a balance or dispute, you’re not wasting the first few minutes just trying to figure out what’s going on. Review collected by and hosted on G2.com.

Zapier feels like a bargain because you're only automating a few things here and there. Then a couple of months go by, you check your usage, and suddenly you realize your automations have been working a lot harder than you thought. I still remember looking at my task count one month and thinking, "Wait... did all of these really run?" The good news is that it usually means the automations are doing their job. The bad news is that your bill tends to notice it too. Review collected by and hosted on G2.com.

Every time we closed a sale, someone had to update the CRM, create a project folder, notify the responsible team, generate an initial task, and log everything in a tracking spreadsheet. None of those actions took much time on their own, but together they added up to several hours every week. Even worse, mistakes happened all the time because there was always some step that somebody forgot. We decided to automate that entire workflow with Zapier, and the change was immediate. Now, when an opportunity moves to "won," everything happens automatically within seconds. Records are created, tasks are assigned, the right people are notified, and information stays synchronized across platforms. There was even a week when several team members were on vacation, and normally that would have caused chaos because certain processes depended heavily on specific people. But most of our workflows were already automated. The interesting part was that we barely noticed they were gone. Leads still reached the right people, reports kept being generated, and notifications continued going out. That was the first time I realized automation isn’t just about saving time, it also removes invisible dependencies you don’t even know exist until someone is suddenly unavailable. Review collected by and hosted on G2.com.

Zendesk Talk is the area where I see the most opportunity for improvement. While it provides the basic functionality needed for an integrated phone system, it is not as advanced or feature-rich as some other tools available in the market. Review collected by and hosted on G2.com.

Previously, configuring or improving Zendesk often required searching through a large number of Help Center articles and determining how to set up each component individually.

With Admin Copilot, I can explain what I am trying to accomplish in plain language and receive guidance on how to move forward. This has made creating macros, triggers, workflows, and other administrative processes much faster, less painful, and more seamless. It saves time, reduces the amount of manual research required, and helps us make better use of the platform. Review collected by and hosted on G2.com.

Support is extremely slow and inefficient. First, I asked about WhatsApp connection during the trial period, and it took them 3 days to respond that it is not possible. There was not a hint of willingness to enable the feature, even after I explained that 100% of my support is offered there, so I was only testing records but couldn't test the main channel. Then, I asked about extending the trial period because of this evaluation here, 7 days have passed and I have not been answered. Review collected by and hosted on G2.com.

Currently, my service is only through a communication tool, not a ticket management tool. So it will help me with SLA control, deadline alerts, and responsibility management. All of this in a practical way, with an irrelevant increase in work since the ticket registration is quite agile. Review collected by and hosted on G2.com.

The only thing that Syncro doesn't have is a built-in password management tool. If it had that, I would be able to accomplish 90% of my tasks without having to open a separate browser tab. As an example, if I need to remote into a server and add a user to the active directory, I have to go into the server, minimize my screen, open my password manager, find the password, copy and paste it into the login page on the server. If we had something like a suggested pop-up box that showed up when we arrived at a sign-on screen, that would take a minimum of 10-15 seconds out of my workflow and would make server work much faster overall. I don't always have a secondary or tertiary monitor available when I'm on site; this would mitigate the need for that. Review collected by and hosted on G2.com.

Syncro is my hub for everything at work. It makes billing easy and remote connections just a click. The easy-to-use UI lets me handle tasks and troubleshooting effectively. The customization options improve my workflow, and managing tickets is a breeze. Review collected by and hosted on G2.com.

One improvement I'd like to see is more flexibility in how projects are sorted. Having the option to organize them automatically by project number, project name, or client name would make finding the right project even quicker. Review collected by and hosted on G2.com.

BigTime helps me keep accurate records of billable hours while making time entry convenient from wherever I'm working. The reminders and organized project structure also help ensure that time is submitted consistently and on schedule. Review collected by and hosted on G2.com.

I've been using Autotask for 12 years, and while the platform has made improvements in many areas, I believe there are still opportunities to enhance the billing and financial workflows. Features such as the billing platform and the Approve/Post process have seen very few meaningful updates over the years. Modernizing these areas with a more streamlined, intuitive workflow and additional automation would significantly improve efficiency for finance teams and reduce the amount of manual work required. Review collected by and hosted on G2.com.

One area where Autotask has made great improvements is ticket management and visibility. The platform has provided better ways to track tickets and allows teams to create customized widgets and dashboards that give users visibility into their daily workload. These improvements help teams quickly see their priorities, manage their day-to-day tasks, and avoid spending time searching for information. Review collected by and hosted on G2.com.

I have been using CMAP now for over three years. I have found it to be stable and reliable. When I have needed support, the FAQ pages have been useful, and within the company we have been able to seek support to adapt CMAP and incorporate features. Review collected by and hosted on G2.com.

Resource scheduling of multiple projects is really useful.

Staff availability is a helpful report showing when my colleagues have flexibility and ensuring workload is shared equitably.

The leave planner for my whole team also helps forward planning. Review collected by and hosted on G2.com.

My favorite thing about Airtable is actually this: the suggested improvements I mentioned when I first wrote this review in 2024 have all been resolved, and not because of anything I've done--the development team is constantly working on ways to make Airtable more accessible and easier to use, adding new features based on user feedback, and dreaming up innovative ways to rethink problems that other platforms on the market haven't even begun to tackle.

The only thing I wish I could actually improve about Airtable is the somewhat clunky pay-per-seat model of user accounts, which always seems to be more convoluted than it should be, but I wouldn't be surprised if that element is also changed for the better by the time someone is reading this. Review collected by and hosted on G2.com.

I have several major projects in my role at a large research university, and all of them benefit from Airtable:

1. I coordinate a 10-year old fellowship program, and I have a decade of records and information about the program, its applicants and members, their work within the program, and their impacts on our community after they complete it. With Airtable I'm able to track all of that in one place, which means I always know where to go to find what I need, and it also means that I can create reports/interfaces for the fellows that give them snapshots of their particpation in the program over time. Since some of the folks have been involved for literally a decade they have had lots of engagement with many roles in the program, and before we moved all of this data to airtable I would have to recall things from memory or look each type of role up by person and year in our cloud storage. This has made the process easier, more accurate, and more helpful for the fellows themselves.

2. I organize several large-scale, complex events and programs for faculty, and using Airtable has made that process so much easier. I can have everything from project/task management to sign-ups and attendance lists to logistics planning all in one place, and because of the ease of synching and tables and linking fields, I can do virtually no copying and pasting throughout that process. I used to have so many spreadsheets for each event, and have to transfer so much information from one to another each time...and now that isn't a problem anymore. I can also use the same base each year and just update the years on the new records, so that I can more easily track data over time and have far more useful assessments of my programs. This has transformed my assessment processes and I'm really excited to see how that continues to grow.

3. We are implementing Airtable in our center's annual planning processes for the first time this year, and we've already benefitted so much. We are able to collect information more easily from each of our staff members about their plans and needs, and then the appropriate teams are able to easily gather their own annual lists of work from that collection more accurately than before. We're just starting to play around with automations to make this process even more streamlined and seamless, and I know by next summer's annual planning we'll have something even better put into place. Review collected by and hosted on G2.com.

Some parts of the interface could be more user-friendly, especially for new users. That said, overall the product is reliable, and it becomes easy to adopt once the team starts using it consistently. Review collected by and hosted on G2.com.

actiTIME helps us accurately track the time we spend on projects and campaigns, which improves planning and gives us a clearer view of the real effort behind our product marketing activities. It also provides leadership with better visibility into resource allocation, and it helps teams stay accountable without adding unnecessary complexity. 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.

While Freshdesk is a powerful and user-friendly interface that makes support work efficient, there are also some disadvantages. Some of its advanced features require a subscription, which can make it difficult to use for small and medium-sized organisations. Review collected by and hosted on G2.com.

Freshdesk helps solve the challenge of managing customer inquiries from multiple channels in one place. It centralizes emails, chats, calls, and social media messages into a single ticketing system, making it easier to track, prioritize, and resolve customer issues. This benefits me by improving response times, increasing productivity, and ensuring that no customer request is missed. Review collected by and hosted on G2.com.

Power Automate could improve the debugging experience by providing clearer error messages and more detailed execution logs for complex workflows. Managing large flows with many conditions and actions can also become difficult, so better design tools and visualization would be helpful. Additionally, simplifying licensing, improving connector performance, and offering more advanced monitoring and governance features would make the platform even more valuable for enterprise environments. Review collected by and hosted on G2.com.

Microsoft Power Automate addresses the issue of time-consuming manual operations and data integration issues across several platforms.

It automates mundane operations such as data gathering, notifications, approvals, and report preparation, reducing errors and freeing up time for more important work. It simplifies complicated business processes, increases operational efficiency, and supports multi-tenant setups by allowing seamless connectivity of Microsoft 365 apps, Azure services, and external systems. This ultimately leads to faster decision-making and more consistent implementation of corporate policies. 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.