✔️ What are the Best Workflow Management Software?

Following are the Best Workflow Management Software: Monday Clickup Zapier Wrike Kissflow Process Street Hive Pipefy Kintone Process Maker

⚡ What are the Components of Workflow Management?

Workflow management is a process that helps organizations to manage the work that is required to be done to achieve their goals. It includes the following components: Planning: Workflow planning ensures that all tasks are organized and planned in a way that makes sense and allows for efficient execution. Researching: Once the plan has been created, the researcher needs to do some research to find the necessary information. This could involve searching online or talking to other people who may have knowledge about the topic. Drafting: After all of the research has been done; the drafts must be written down so that they can be easily edited and revised later on. This allows for errors to be corrected and ensures that everything is properly documented. Editing: Once all of the drafts have been finalized, they need to be edited again in order to make sure that they are perfect before being sent off for publication or presentation. Publishing or Presenting: If everything goes according to plan, the final step is publishing or presenting the work so that it can be seen by as many people as possible. Execution: The workflow execution component ensures that tasks are completed in the correct sequence, on time, and to the required quality level. Monitoring and Reporting: The monitoring and reporting component enables managers to track progress, identify problems early, and make necessary adjustments.

🚀 What are the benefits of Efficient Workflow Management?

Here are some benefits of using workflow management software in your organisation: It helps to boost productivity. It also allows businesses to save money. Enhanced workflow management can also lead to improved job satisfaction and better overall work culture. Workflow management tools can help create a happier workplace. It can help reduce the number of errors made. You can reduce the amount of time needed to complete tasks.

🏅 Why should you switch to Workflow Management Software?

Workflow management software (WMS) is a great way to improve the efficiency and accuracy of your business processes. Here are reasons for switching to workflow management software: Improved communication and collaboration between team members. Reduced time spent on administrative tasks. Increased accuracy and consistency in business processes. Improved response times to customer requests.

❗ What Should Workflow Management Software Do?

Here are the Important features of Workflow Management software: Automation: This is the most important feature of workflow software. You should opt for an automation tool that automatically assigns tasks, sends push notifications, routing documentation, reducing repetitive processes. KPI reports: It is also a very important feature. KPI and metrics reporting not only gives team members insight into their task or project status. Deadline tracking: It is a very important feature you should look for that offers colour-coding and dashboard views that display tasks by the due date, which helps you to manage deadlines. Integrations: This includes calendars, CMS, development tools, databases, email and communication tools, payment processing apps, and more. Price: The best workflow software for you won't require you to pay for features you don't need or users you don't have.

👉 How Are Workflows different from Checklists?

The sequential nature of workflows may resemble checklists, but both these functions are relatively different. Workflows Checklists Workflows are pre-set tasks that involve the creation of checklists. Checklists include insights about each task and create accountability among team members. You can choose to automate a workflow or embed conditional triggers. No such feature is available with Checklist. Workflows can be altered or reversed at an earlier stage. Checklists do not have that option.

❓ What are the main challenges of Workflow Management?

Here, are some important challenges associated with workflow management, including: You need to ensure that all the necessary steps are completed in a correct and timely manner. Make sure that all the required information is always available. It was maintaining accurate records of all the activities that took place. Keep track of the progress of individual projects. Meeting deadlines while ensuring the accuracy and quality of the output. To keep track of changes that are made to files or documents.

13 BEST Workflow Management Software (2023)

Workflow management software is a software application that provides flexible tools to improve how you work. It offers you the ability to create and optimize workflow in an ideal way, find redundant tasks, identify potential areas of improvement, rectify to achieve new levels of efficiency.

This type of process management software helps you manage your workflow, create a custom workflow, define stages, synchronize tasks in every stage, and create, assign, and review tasks. It also helps you to ease various other workflow management tasks.

Here is a curated list of Top Workflow Management Tools with their popular features, pros and cons, key statistics, and website links. The project management software list contains both open source (free) and commercial (paid) software. Read more…

Best Workflow Management Software Tools: Free & Paid

Name	Mobile Access	Key specs	Free Trial	Link
Monday	iPhone and Android	AES-256 encryption Notification via Email, and Desktop	Life Time Free Basic Plan	Learn More
ClickUp	iOS and Android	AES-256, and 2FA encryption Notification via Email, and Desktop	Life Time Free Basic Plan	Learn More
Zapier	Android, and iOS	AES-256, and TLS 1.2 encryption Notification via Desktop, email, and push	14 Days Free Trial	Learn More
Wrike	iOS and Android	2FA, AES-256, and TLS 1.2 encryption Notification via Email, and Desktop	14 Days Free Trial (No Credit Card Required)	Learn More
Kissflow	iPhone and Android	AES-256 encryption Notification via Email, and Desktop	7 Days Free Trial	Learn More

1) Monday – Best for Collaborate with your team in one shared workspace

Monday.com is one of the best workflow management systems that offers a clean interface with colour-coded features. This workflow process software is suitable for big or small teams. It also provides a user-friendly mobile app and highly customizable workflows. It offers coloured timelines and options to sync timelines with the calendar.

Monday.com

5.0

Supported Platforms: Windows, Mac, iPhone, Android, and Web

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Forever Free Plan

Visit Monday.com

Features:

Offers dashboards that allow macro-level views of projects
It also helps you to collaborate with your team in one shared workspace
It provides your team to stay on track with sprints
It offers services in multiple languages
Add your action items reorder based on priority
It allows you to assign team members to each action item and monitor your plan’s progress at every stage
Monday.com founded in 2014
Offers AES-256 encryption
Export your reports in Excel, and CSV
Visualize your project using various views like Chart, Kanban, Form, and Table
Free plan offers 5 GB storage, and 2 Users
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with Outlook, Microsoft Teams, Dropbox, Slack, Zoom, Google Calendar, Excel, and Zapier
Offers pre-built templates for Marketing, Project Management, Sales & CRM, Design, Software Development, and HR
Provides project management status like Add, Edit, and Done
Offers Collaboration, Productivity, Views and reporting, Security & privacy, Administration & control, Automations, and Analytics
It provides customer support via Contact form
Supported Platforms: Windows, Mac, iPhone, Android, and Web
Price: Plans start at $8 a month. 18% Discount on Yearly Payment.
Free Trial: Life Time Free Basic Plan

👍 Pros	👎 Cons
It offers unlimited users and boards.	The subtask addition process can be difficult.
It offers a Kanban-style visual layout.	You can add a few users costs you extra money.
Allows you to handle complex projects.
Provides services in multiple languages
You can integrate it with your existing tools and get more things done in less time.
It allows you to bring your team coloration anywhere and anytime.

Visit Monday >>

Life Time Free Basic Plan

2) Clickup – Best for Most versatile tool on the market with a free forever plan

ClickUp is a highly customizable project management software that allows you to create your custom views. This free workflow management tool offers highly comprehensive time and task management and facilitates collaboration between business units. You can set priorities for the work with no hassle.

ClickUp

4.9

Supported platforms: Windows, Mac, Linux, iOS, Android, Web

Integration: Google drive, GitHub, Bitbucket, Cloud, etc.

Free Trial: Forever Free Plan

Visit ClickUp

Features:

Provides a customer-centric approach.
It offers a highly efficient dashboard view.
This app allows you to assign and resolve comments to tasks.
You can add headers, bullets, colors, and more to customize your important notes.
Allows you to access notes from your browser or mobile device.
It enables you to create a highly visualize dashboard.
Allows you to create custom dashboards.
Enables you to sort tasks by project.
ClickUp enables you to sort tasks by project.
You can sync with Google Calendar.
ClickUp founded in 2017
It is one of the best project workflow management software that Offers AES-256, and 2FA encryption
Export your reports in Excel, and CSV
Visualize your project using various views like List, Board, Calendar, Doc, and Chat
Free plan offers 100MB storage, and Unlimited Users
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with ClickUp, Slack, GitHub, GitLab, Webhooks, Everhour, Dropbox, and Figma
Offers pre-built templates for Creative & Design, Engineering & Product, Finance & Accounting, HR & Recruiting, IT, Marketing, and Operations
Provides project management status like Active, Done, and Closed
Offers Automations, Whiteboards, /Slash Commands, Reminders, Proofing, Goals, and White Label
It provides customer support via Email, Chat and, Contact form
Supported Platforms: Windows, Mac, Linux, iOS, Android, Web
Price: Plans start at $9 a month. 45% Discount on Yearly Payment.
Free Trial: Life Time Free Basic Plan

👍 Pros	👎 Cons
You can import documents from other apps automatically.	Does not offer great reporting features.
It helps you to assign multiple tasks with just one mouse click.	Not an ideal project management tool for a small project.
Enables you to sort tasks by project.
You can sync with Google Calendar.
It allows you to filter and search for a specific task with ease.
It provides plenty of integrations for connecting with productivity tools.

Visit Clickup >>

Life Time Free Basic Plan

3) Zapier – Best for Automates all the applications to boost the workflow

Zapier is a web-based solution that enables companies to connect various applications to automate workflow and boost productivity. It provides the right set of workflow process tools to accomplish more with less effort and errors. It enables you to build entire workflows using over 500 integrations, from email marketing and document sharing and project management.

Zapier

Features:

Instant customized notifications
Thousands of custom templates
Certified experts for complex automation
Two-factor authentication
AWS GuardDuty threat detection
Zapier founded in 2011
Offers AES-256, and TLS 1.2 encryption
Export your reports in PDF, Excel, JPG, PNG, CSV, XML, JSON and CSV
Visualize your project using various views like List, Calendar, Kanban, Table, Task, Timeline and Grid
Free plan offers 1 User
Provides instant notification via Desktop, email, and push
It is one of the best workflow tools that offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Slack, Webhooks, Mailchimp, HubSpot, Airtable, Notion, Stripe, Trello and Calendly
Offers pre-built templates for Project
Provides project management status like Inprogress, and completed
Offers Multi-step, Paths, Filters, Formatter, Multi-tasking, Advanced controls and Auto-replay
It provides customer support via Email, and Contact form
Supported Platforms: Android, Windows and iOS
Price: Plans start at $29.99 a month. 33% Discount on Yearly Payment.
Free Trial: 14 Days Free Trial

👍 Pros	👎 Cons
Zapier helps you to move info between your web apps automatically.	Some rule-based automation requires external services.
Build one-to-one connections with your apps
It allows you to create conditional workflows.
It helps you to automate basic tasks.
You will get help from a top-notch support team.

Link: https://zapier.com/

4) Wrike – Best for Holistic, comprehensive task modelling

Wrike is a smart workflow management software that allows originations to manage the projects and teams with a cloud-based modern process management platform. It allows you to do the assignments automatically by considering the availability of time. This project management tool helps the team to lead can manage team efforts, track progress, and view the performance of team members.

Features:

It has a simple interface that enables users to switch between Kanban boards interactive drag-and-drop Gantt charts for visualizing priorities
It is one of the best workflow solutions that offer users to edit the document in online mode
Wrike founded in 2006
Offers 2FA, AES-256, and TLS 1.2 encryption
Export your reports in PDF, and Excel
Visualize your project using various views like Calendar, Board, and Table
Free plan offers 2 GB storage, and Unlimited User
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with Salesforce, Tableau, Microsoft Teams, MediaValet, Tenovos, Github, JIRA, SAML, and Slack
Offers pre-built templates for Marketing, Creative, Agile, Operations, IT & Engineering, Project Management, and Professional Services
Provides project management status like New, In Progress, Completed, On Hold, and Canceled
Offers Effort Management, Budgeting, Job Roles, Proofing, Cross-Tagging, Real-Time Reports, Automations, and SSO
It provides customer support via Phone, Email, and Contact form
Supported Platforms: Android, and iOS
Price: Plans start at $9.80 a month.
Free Trial: 14 Days Free Trial (No Credit Card Required)

👍 Pros	👎 Cons
Enables you to customize planning and storage.	Not tailored for small organizations
Holistic, comprehensive task modelling.	It has a steep learning curve.
Offers various different ways to view the same data
Wrike offers more than 400 native integrations. Including popular file management software from Microsoft, Google, and Dropbox,
Users can customize workflows, dashboards, reports, and request forms.

Visit Wrike >>

14 Days Free Trial (No Credit Card Required)

5) Kissflow – Best for streamline processes of your business

Kissflow is an easy-to-use workflow management solution with features like visual process design and social collaboration. It allows users to prioritize work and easily delegate work to team members. You will get instant notifications when an item is complete or requires action. It also helps you handle complex decision branches and make instant changes as required.

Features:

Provides enterprise mobility and ad hoc allocation of task responsibilities.
Real-time information on every process is presented in a user-understandable summary format.
Provides robust and extensive APIs to make cross-system orchestration possible.
Automated assignments and notifications.
Digital and printable process audit.
It allows you to generate custom reports, use dashboards, and derive actionable insights.
Kissflow founded in 2012
Offers AES-256 encryption
Export your reports in Excel, and CSV
Visualize your project using various views like Timeline, Kanban, and Calendar views
Free plan offers 1 User.
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Salesforce, IBM, Dropbox, DocuSign, SAP, Salesforce and ORACLE
Offers pre-built templates for Human Resources, Procurement, Finance, Admin & Ops, Sales, Marketing
Provides project management status like Inprogress, and completed
Offers Streamlined, Convenient, Powerful, Team-Friendly Reports
It provides customer support via Chat, and Phone
Supported Platforms: Android, and iOS
Price: Plans start at $18 a month. 45% Discount on Yearly Payment.
Free Trial: 7 Days Free Trial

👍 Pros	👎 Cons
Holistic, comprehensive task modelling.	Does not offer Drag-and-drop Builder.
Offers community feedback voting for roadmap features.	Not have proper comment systems.
Kissflow is highly intuitive and requires little to no effort to learn.
Easily connected with G-suite, and users can use its open API to integrate with any other tool.
Offers advanced reporting features like KPI dashboards and ad-hoc reports configuration.
It helps you to build and manage business processes across departments.

Link: https://kissflow.com/workflow/

6) Process Street – Best for Simple workflow management software

Process Street is a highly accurate workflow management tool, and it is one of the best workflow management tools for your team’s repeated tasks. This open-source workflow tool allows you to create, track and optimize business process management across your organization. It is easily tracking your team’s progress and collaboration.

Features:

Enables you to run processes as collaborative workflows.
Provides process control & analysis.
Offers fast and effective workflow management.
Process Street founded in 2014
Offers AES-256, and TLS 1.2 encryption
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like List, Calendar, Kanban, Table, Task, Timeline and Grid
Free plan offers 2 User
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Typeform, Breezy, BambooHR, Pipedrive, HubSpot, Webhooks, Office 365, Close.io, Airtable and Zapier
Offers pre-built templates for Employee onboarding, Client onboarding, Property management, Quality assurance, Financial management, and Compliance adherence
Provides project management status like Inprogress, and completed
Offers collaborative workflows, Conditional Logic, Rich Content and Media, Schedule recurring workflows, and more
It provides customer support via Email, and Chat
Supported Platforms: Android, and iOS
Price: Plans start at $30 a month. 17% Discount on Yearly Payment.
Free Trial: 14 Days Free Trial (No Credit Card Required)

👍 Pros	👎 Cons
You can run processes as collaborative workflows	Only provide 14 days free trial.
Offers fast and effective workflow management.
It helps you to track your team’s progress and collaborate.
You can run multiple instances of templates as checklists.

Visit Process Street

14 Days Free Trial (No Credit Card Required)

7) Hive

Hive is another well-known and highly reputable workflow management solution. It is trusted by companies like Google, Toyota, Starbucks, IBM, and more. This is a versatile software that can be used by various business organizations and accountants. It also allows team members to switch between Gantt, kanban, calendar, and table views, based on project or preference.

Features:

Automated workflows
Project summary views
Proofing and approvals
Integrated communication tools
Easy document and video proofing
Document and video proofing
Hive founded in 2015
Offers AES-256, and SSL-256 encryption
Export your reports in PDF, PNG, Excel, CSV, PNG and JPEG
Visualize your project using various views like Status, Team, Label, tasks, Gantt, Kanban, Calendar, Table, Project summary, Project portfolio and Custom views
Free plan offers Unlimited storage, and 1 User
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Google Drive, Google Calendar, Hive API, Dropbox, Box, Zoom, One Drive, Microsoft Teams, Outlook, Jira, Slack and Github
Offers pre-built templates for Marketing Plan, Strategic Planning, Product Roadmap, Content Calendar, RFP, Request for Proposal, PR Campaign, and more
Provides project management status like Inprogress, and completed
Offers Task management, Team collaboration, Resourcing & customization, Project Layouts, Project Management, and more
It provides customer support via Chat, and Contact form
Supported Platforms: Android, and iOS
Price: Plans start at $16 a month. 25% Discount on Yearly Payment.
Free Trial: 14 Days Free Trial

👍 Pros	👎 Cons
It can be integrated with various apps, so you will be able to manage all the work from one platform.	Hive does not have support for sub-queries.
Helps to query larger datasets residing in distributed storage	It’s not designed for Online transaction processing
Multiple users can simultaneously query the data using Hive-QL.
It provides the structure of a variety of data formats.
You can use covert a variety of formats from within. Hive is simple and possible.
It’s not designed for online transaction processing.

Visit Hive >>

14 Days Free Trial

8) Pipefy

Pipefy is an intelligent workflow process software that helps teams request data, execute tasks, and report successes throughout their projects and campaigns. You can have a complete view of your processes.

It also allows you to create a seamless workflow through processes and centralize information of your organization. It offers features to digitize unstructured business data, and it offers visibility into workflows from across the organization when needed.

Pipefy

Features:

It helps to automate the processes that are not in RPA.
You can easily streamline your approvals.
Plug-and-play templates that can help structure overall workflows and processes.
Data-driven decision making and improved visibility.
Pipefy founded in 2015
Offers 2FA encryption
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like kanban, list, calendar and timeline
Free plan offers 2 GB storage, 5 User
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Native, Zapier, SAP, DocuSign, Zendesk, Salesforce, 2Checkout, Airtable and Asana
Offers pre-built templates for Business Operations, CS & Support, Developent, Finance & Procurement, Human Resources, IT, and more
Provides project management status like Inprogress, and completed
Offers Public shareable forms, Customizable service portals, Standard productivity & lead time metrics, Unlimited workflows, Unlimited cards, and more
It provides customer support via Chat
Supported Platforms: Android, and iOS
Price: Plans start at $23 a month. 18% Discount on Yearly Payment.
Free Trial: 7 Days Free Trial

👍 Pros	👎 Cons
It helps you to centralize and streamline your workflows by automating manual tasks.	Offers built-in reporting doesn’t allow to connect with the database.
Create standard workflows and automation rules.	You will lose your history if you delete something.
It helps you to analyse workflow efficiency, track results and drive better decisions.
Offers an efficient communication flow with all stakeholders.
Automatically update external agents about the status of their requests.
It helps you to gain efficiency through no-code automation

Link: https://www.pipefy.com/workflow-software/

9) Kintone

Kintone is an all-in-one custom workflows management platform that allows managers to track, prioritize, and review their team’s tasks for any given workflow, no matter how complex. This platform gives you the power to create tailored workflows for every circumstance using its drag-and-drop interface built for non-coders. It allows you to create workflows you want and easily review tasks that move through them.

Kintone

Features:

Ability to create automated reminders, filter tasks
It allows you to view, edit, and update workflows from the platform’s mobile or desktop applications
Kintone founded in 1997
Offers 2FA encryption
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like Calendar, Kanban, Record, Gantt Chart and List view
Free plan offers 1 User
Offers No-code application building, Enhanced Process Management, Collaboration Suite, Productivity Enhancement Suite, and more
Provides instant notification via Email, and Desktop
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Slack, Chatwork, Paths, Webhooks, Formatter, Salesforce, HubSpot, Filter, Zendesk and Box
Offers pre-built templates for Sales, Human Resources, IT & Administration, Legal & Finance, Marketing, Customer Service, and more
It provides customer support via Contact form
Supported Platforms: Android, and iOS
Price: Request a Quote from Sales
Free Trial: 30 Days Free Trial

👍 Pros	👎 Cons
Offers discounted plans for education, NGO, and government	Not a tailored application for small organizations.
Low code customized & automated workflows.
Highly comprehensive mobile app.
It enables you to discuss projects with your team directly in the database.

Link: https://www.kintone.com/

10) Process Maker – Best for Automating workflow and achieving more

ProcessMaker is open-source modern process management (BPM) and workflow software. This workflow management software is designed to automate form-based, approval-driven workflow and improve the way information moves between data and systems. It also offers an intuitive, drag-and-drop interface that is easy to use and highly cost-effective. This free workflow management tool also helps you to scan paper documents and extract metadata from images.

Features:

It enhances and streamlines the flow of data through systems and tasks.
Improve workflow agility for compliance control and policy management effectiveness.
Keep business logic from your core applications.
Digitize your paper forms and requests.
A low-code platform empowers you to design workflows rapidly.
Process Maker founded in 2000
Offers AES-256 encryption
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like Calendar, Timeline, Grid and Task
Free plan offers 1 User
Provides instant notification via Email
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with Formstack, OpenRules, Slack, Gmail and Typeform
Offers pre-built templates for Customized Routing and Email
Provides project management status like Inprogress, and completed
Offers Low-Code BPA Software, Extend Legacy Systems, Embed powerful workflow, Robotic Process Automation, Business Rules, and more
It provides customer support via Chat, and Contact form
Supported Platforms: Android, and iOS
Price: Request a Quote from Sales
Free Trial: 3 Days Free Trial

👍 Pros	👎 Cons
Ensure good governance of data and keep your Master Data clean	Does not provide any free plugins.
Automate processes across multiple departments and systems	Not easy to adopt BPMN 2.0 notation.
Drag & Drop Tasks and Decision Points
Rapidly Deploy Solutions
Accelerate Digital Transformation
Design Elegant Forms and Display Screens

Link: https://www.processmaker.com/

11) Integrify

Integrify is one of the best workflow management tools that provide you with a dedicated account manager. This work automation software can be deployed in a standard cloud, private cloud, or on-premises for those of you who want to maintain your infrastructure. Integrify can be fully customized based on industry or department for specific use cases. It streamlines processes and increases productivity, regardless of technical skill level.

Feature:

Unlimited processes and forms
Real-time task management
Access Controls/Permissions
Customizable Dashboard
Integrify founded in 2001
Offers AES-256, and TLS 1.2 encryption
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like List, Task, Calendar and Task
Free plan offers 1 User
Provides instant notification via Email
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with Process, Workflow, Active Directory and BPM
Offers pre-built templates for Operations, Marketing, Legal, Human Resources and Finance
Provides project management status like Inprogress, and completed
Offers Unlimited Forms, Unlimited Processes, Expandable File/Document Storage, Unlimited Audit Trails, and more
It provides customer support via Phone, Email, Chat, and Contact form
Supported Platforms: Android, and iOS
Price: Request a Quote from Sales
Free Trial: 14 Days Free Trial

👍 Pros	👎 Cons
Allows monitoring of the users.	Flow charts and forms are quite complex.
Flow charts and forms are quite complex.
It allows you to create custom dashboards
Quickly build a custom document and file approval workflow
It offers templates that can be used in real-time.

Link: https://www.integrify.com/

12) Process Bliss

Process Bliss offers one of the best workflow management systems with a powerful template builder, systemizing across a business. The tool includes robust template features and an excellent workflow builder. It is very straightforward, quick for new users to understand, and a very powerful tool. You can automate tasks scheduled as recurring to ensure they’re not missed.

Features:

Centralized library for templates with folder permissions.
Workflow reporting and filtering.
Powerful workflow template builder.
Branching logic, attachments, dependent dates & step owners.
Gain clear progress visibility.
Track & resolve project/process issues.
Pre-built template workflow library.
Process Bliss founded in 2017
Export your reports in PDF, Excel, and CSV
Visualize your project using various views like timeline and Calendar
Free plan offers 1 User
Provides instant notification via Email
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Zapier, Salesforce and Pipedrive
Offers pre-built templates for Finance, HR, Marketing, Product, Property and Strategy
Provides project management status like Inprogress, and completed
Offers Workflow & Tasks, Process & Procedure, Reports & Compliance, Centralise process, continuously improve, and more
It provides customer support via Chat
Supported Platforms: Android, and iOS
Price: Plans start at $10 a month. 16% Discount on Yearly Payment.
Free Trial: 14 Days Free Trial (No Credit Card Required)

👍 Pros	👎 Cons
It offers process analytics and audit logging of all activity and changes.	The time tracking feature is not built-in.
It helps you to handle both simple and complex workflow easily.
Built-in process improvement capabilities.
Great workflow progress reports.
Full Template library access to get started quicker.

Link: https://processbliss.com/lp-workflowmanagement/

13) ProWorkflow

ProWorkflow offers numerous tools to manage your team’s workflow and ensure you operate efficiently. It offers robust, feature-rich, and easy for anyone to use. This workflow management software helps you integrate with tools you’re already using, like Google Drive, Freshbooks, Xero, QuickBooks, Zapier, and more. It helps you track Gantt chart tasks, Kanban boards, time, documents, communications, quotes, and invoices.

Features:

A powerful way to see a project overview of all projects and tasks.
Your data remains secure with 128bit encryption in SAS70 Type II compliant data centers.
Let’s create your applications to connect with your ProWorkflow account.
You can scale as large or small as needed.
It lets you see which staff are logged in and what they’re currently tracking time on.
ProWorkflow founded in 2002
Offers 128 bit SSL and 2FA encryption
Export your reports in PDF, Excel, CSV and XML
Visualize your project using various views like List, Timeline and Calendar
Free plan offers 1 User
Provides instant notification via Email
Offers drag & drop, custom reports, centralized workspace, charts, and time tracking
Seamlessly integrates with ProWorkflow Rest API, Xero, Quick Books, FreshBooks, MYOB, Kashflow, Box, Dropbox, Google Drive, OneDrive and Zapier
Offers pre-built templates for Task, Invoice, Quote and Project
Provides project management status like Inprogress, and completed
Offers ProWorkflow Mobile, Backups and Security, API Integration, Flexible Accounts, Resource Management, and more
It provides customer support via Email, Chat, and Contact form
Supported Platforms: Android, and iOS
Price: Plans start at $20 a month. 10% Discount on Yearly Payment.
Free Trial: 14 Days Free Trial

👍 Pros	👎 Cons
Review your staff workload based on the allocated hours for their tasks	Does not have any pause button on time.
Offers time tracker widgets for desktop
Import Contacts from template
Provides dashboards and status summaries
Messaging and file sharing
Messaging tool with one-click replies

Link: https://www.proworkflow.com/features/workflow-management-software/

14) Qntrl

Qntrl is built for people who orchestrate processes for their team, department, or organization. We’ve created the easiest way to bring visibility, control, and automation to your organization’s processes, using powerful, no-code orchestrations that helps you to streamline your workflows in minutes.

Qntrl

Features:

Assign requests automatically
It helps you to automate parts of the workflow based on conditions or time
It helps you automate the actions that need to be done after a particular stage is completed
You can define rules that are applied across multiple orchestrations
You can send =context-based emails and save them as templates for future use
Qntrl founded in 1996
Offers AES-256, and TLS 1.2 encryption
Export your reports in XLS, CSV and PDF
Visualize your project using various views like Kanban and List
Free plan offers 5 User
This workflow software provides instant notification via Desktop, email, and push
Offers drag & drop, custom reports, charts, and time tracking
Seamlessly integrates with Zoho Analytics, SEMrush, Hootsuite and Google Analytics
Offers pre-built templates for Finance, Marketing, IT, HR and Workflow
Provides project management status like Inprogress, and completed
Offers Centralization & Visibility, Process Compliance, Workflow-Centric Collaboration, Process Automation, Reports and Dashboards, and more
It provides customer support via Email, Chat, and Contact form
Supported Platforms: Android, and iOS
Price: Plans start at $8 a month. 12% Discount on Yearly Payment.
Free Trial: 15 Days Free Trial (No Credit Card Required)

👍 Pros	👎 Cons
Manage your daily financial transactions	Not offers value for money.
Access unified, relevant information throughout a process
Send reminder letters for overdue payments.
You will receive regular updates and reports with schedules.
Offer easy document management allows you to create PDF files.

Link: https://www.qntrl.com/

FAQs

Workflow management software is a software application that provides flexible features to improve the way you work. It gives you the ability to create and optimize workflow in an ideal way, find redundant tasks, identify potential areas of improvement, rectify to achieve new levels of efficiency.

Following are the Best Workflow Management Software:

Monday
Clickup
Zapier
Wrike
Kissflow
Process Street
Hive
Pipefy
Kintone
Process Maker

Workflow management is a process that helps organizations to manage the work that is required to be done to achieve their goals.

It includes the following components:

Planning: Workflow planning ensures that all tasks are organized and planned in a way that makes sense and allows for efficient execution.
Researching: Once the plan has been created, the researcher needs to do some research to find the necessary information. This could involve searching online or talking to other people who may have knowledge about the topic.
Drafting: After all of the research has been done; the drafts must be written down so that they can be easily edited and revised later on. This allows for errors to be corrected and ensures that everything is properly documented.
Editing: Once all of the drafts have been finalized, they need to be edited again in order to make sure that they are perfect before being sent off for publication or presentation.
Publishing or Presenting: If everything goes according to plan, the final step is publishing or presenting the work so that it can be seen by as many people as possible.
Execution: The workflow execution component ensures that tasks are completed in the correct sequence, on time, and to the required quality level.
Monitoring and Reporting: The monitoring and reporting component enables managers to track progress, identify problems early, and make necessary adjustments.

Here are some benefits of using workflow management software in your organisation:

It helps to boost productivity.
It also allows businesses to save money.
Enhanced workflow management can also lead to improved job satisfaction and better overall work culture.
Workflow management tools can help create a happier workplace.
It can help reduce the number of errors made.
You can reduce the amount of time needed to complete tasks.

Workflow management software (WMS) is a great way to improve the efficiency and accuracy of your business processes.

Here are reasons for switching to workflow management software:

Improved communication and collaboration between team members.
Reduced time spent on administrative tasks.
Increased accuracy and consistency in business processes.
Improved response times to customer requests.

Here are the Important features of Workflow Management software:

Automation: This is the most important feature of workflow software. You should opt for an automation tool that automatically assigns tasks, sends push notifications, routing documentation, reducing repetitive processes.
KPI reports: It is also a very important feature. KPI and metrics reporting not only gives team members insight into their task or project status.
Deadline tracking: It is a very important feature you should look for that offers colour-coding and dashboard views that display tasks by the due date, which helps you to manage deadlines.
Integrations: This includes calendars, CMS, development tools, databases, email and communication tools, payment processing apps, and more.
Price: The best workflow software for you won’t require you to pay for features you don’t need or users you don’t have.

The sequential nature of workflows may resemble checklists, but both these functions are relatively different.

Workflows	Checklists
Workflows are pre-set tasks that involve the creation of checklists.	Checklists include insights about each task and create accountability among team members.
You can choose to automate a workflow or embed conditional triggers.	No such feature is available with Checklist.
Workflows can be altered or reversed at an earlier stage.	Checklists do not have that option.

Here, are some important challenges associated with workflow management, including:

You need to ensure that all the necessary steps are completed in a correct and timely manner.
Make sure that all the required information is always available.
It was maintaining accurate records of all the activities that took place.
Keep track of the progress of individual projects.
Meeting deadlines while ensuring the accuracy and quality of the output.
To keep track of changes that are made to files or documents.

Here are important criteria for selecting the Best Workflow Management Software:

Step 1) Scalability

Workflow management software should be able to handle large volumes of data and processes smoothly.

Step 2) User interface

The user interface should be easy to use and navigate, with all relevant information easily accessible.

Step 3) Integration capabilities

Workflow management software should be able to integrate with other systems in your business, such as accounting and marketing software.

Step 4) Reporting

The reporting features should allow you to track data with granular details.

Step 5) Security

Workflow management software should be secure enough to protect your data from unauthorized access.

Best Workflow Management Tools

Name	Mobile Access	Key specs	Free Trial	Link
Monday	iPhone and Android	AES-256 encryption Notification via Email, and Desktop	Life Time Free Basic Plan	Learn More
ClickUp	iOS and Android	AES-256, and 2FA encryption Notification via Email, and Desktop	Life Time Free Basic Plan	Learn More
Zapier	Android, and iOS	AES-256, and TLS 1.2 encryption Notification via Desktop, email, and push	14 Days Free Trial	Learn More
Wrike	iOS and Android	2FA, AES-256, and TLS 1.2 encryption Notification via Email, and Desktop	14 Days Free Trial (No Credit Card Required)	Learn More
Kissflow	iPhone and Android	AES-256 encryption Notification via Email, and Desktop	7 Days Free Trial	Learn More