Software Advice offers objective, independent research and verified user reviews. When our advisors match you to a software provider, we may earn a referral fee.
Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.
Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.
Showing 1 - 25 of 819 products
Sort by
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature s...Read more about Formstack Suite
Qntrl is workflow orchestration software built by Zoho Corporation. Created for people who orchestrate processes for their team, department, or organization, Qntrl is the easiest way to bring visibility, control, and automation to your organization's proce...Read more about Qntrl
Asana is a comprehensive project management tool that offers a range of technical features to streamline workflows and enhance collaboration within teams. With its user-friendly interface and robust capabilities, Asana provides organizations with a powerfu...Read more about Asana
Adobe Workfront is a collaborative work management and marketing work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront includes capabilities to capture and plan, as...Read more about Adobe Workfront
MaintainX is a leading maintenance and asset management platform built for industrial and frontline teams. It helps organizations streamline operations, enhance asset management, and empower frontline workers while delivering insights that drive efficiency...Read more about MaintainX
Kintone is a cloud-based, customizable workflow management platform suitable for businesses of all sizes. The key features of the solution include compliance management, approval process control, forms management, event monitoring and application-library a...Read more about kintone
The ACTICO Platform is an AI-powered decision automation solution that enables companies to make smarter, faster, and more transparent decisions. It combines data, AI, and decision-making into a unified solution. The platform includes everything needed to ...Read more about ACTICO Platform
No reviews yet
The Kantata Professional Services Cloud is purpose-built to help organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one solution. Elevate your pe...Read more about Kantata
Zoho Creator is an all-in-one low-code application development software platform that is designed to help businesses digitize business operations. The solution enables professionals to access data from remote locations using any mobile device. A key featur...Read more about Zoho Creator
Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view for resource management, cu...Read more about Wrike
Designed for small to large public accounting firms, FirmTamer is a cloud-based solution that helps streamline accounting practice management on a centralized interface. The solution provides a unified interface that helps manage tasks such as tax return p...Read more about FirmTamer
No reviews yet
Designed for businesses in hospitality, construction, technology, consulting and other industries, Flow is a cloud-based solution that helps streamline onboarding via task management, background checks, design workflows and more. Key features include repor...Read more about Flow
Droplet is a forms and workflow automation solution that helps businesses design web forms and manage workflows. It enables organizations to collect and store business data in a centralized repository, handle approval processes with detailed business logic...Read more about Droplet
Function Point is a web-based, all-in-one agency management and productivity software- manage client projects, forecast resources, integrate with QuickBooks, collaborate with internal teams, and track time, all within a single centralized platform. Tr...Read more about Function Point
Ravetree is a cloud-based project management solution with integrated resource planning, customer relationship management and time and expense tracking capabilities. The solution helps users manage project workflows, task assignment and project status upda...Read more about Ravetree
Formstack Forms is a cloud-based solution that helps businesses automate processes of creating digital forms and collecting data for surveys, leads, registrations, and more. Key features include data routing, file uploads, data encryption, payment collecti...Read more about Formstack Forms
OTRS help desk is a service management solution that connects teams and businesses with customers through: - Structured communication - Automated workflows - Customer, equipment, asset and location data (CMDB) - Reporting - Knowledge base - Multi-channel ...Read more about OTRS
Sweven is a workflow management software that helps businesses with facility maintenance, work order distribution, workflow automation, vendor management, and invoicing. The platform enables managers to allocate and distribute work tasks among team member...Read more about Sweven
Together is a cloud-based mentorship management solution that helps users to set up and administer a mentorship program. It helps businesses to automate the mentorship program workflow including registration, scheduling meetings, progress tracking and repo...Read more about Together Mentoring
You know how some companies struggle to get work done as efficiently as they should or could because of internal bottlenecks, bad data and lack of real-time coordination between back-office and front-line employees? Well, TrackVia has a way to digitize and...Read more about TrackVia
GW Apps empowers businesses with a robust no-code platform, designed for companies seeking to enhance operational efficiency through digital solutions. Create forms, automate workflows, generate reports and more, without the complexity of traditional codin...Read more about GW Apps
Nucleus One is a robust cloud-based project management software that revolutionizes the way businesses collaborate, streamline operations, and achieve success. With its comprehensive suite of features, including document, task, and project management, as w...Read more about Nucleus One
No reviews yet
Projectworks is professional services software that’s easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success. Increase your billable time by eliminating time-consuming double entry and expensi...Read more about Projectworks
Zenphi is an AI-powered, no-code process automation platform designed to help teams build powerful workflows while fully leveraging their Google Workspace environment. No need for complex or expensive solutions—Zenphi unlocks the full potential of Google ...Read more about zenphi
Pneumatic is a cloud-based workflow management solution, which helps small to midsize enterprises visually create businesses processes and invite and assign tasks to members. Features include role-based permissions, remote access, performance metrics, cust...Read more about Pneumatic
Software Advice uses reviews from real software users to highlight the top-rated Workflow Management products in North America.
Learn how products are chosen“Usability” includes user ratings for Functionality and Ease of Use.
“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.
Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.
This detailed guide will help you find and buy the right workflow management software for you and your business.
Last Updated on January 27, 2025Workflow management software is widely used in organizations to define, control, automate and improve business processes. These solutions allow management to measure and analyze potential areas for improvement, so they can implement the right solutions.
Workflow management systems can also help remove unnecessary steps and execute multiple steps simultaneously, helping make processes more efficient.
This guide can help potential buyers find the best solution for their needs. Here’s what we’ll cover:
What Is Workflow Management Software?
Common Functionality of Workflow Management Software
Benefits of Workflow Management Software
Key Considerations for Workflow Management Software Buyers
Every day, organizations face the challenge of manually completing tasks, filling out endless paperwork and assigning tasks to staff. These activities often keep management busy with day-to-day operational tasks rather than being able to focus on strategic decision-making.
Workflow management solutions can help businesses overcome these problems by automating repetitive processes and checking in on uncompleted tasks. This provides a complete overview of all workflows, including metrics on execution to monitor and measure individual and company-wide performance. Workflow management software also helps increase visibility by allowing people to track the status of tasks and documents in real time.
Custom workflows in Wrike
Most workflow management software solutions come with some or all of the following capabilities:
Task assignment | Enables users to automatically or manually define processes for assigning tasks to various users at the same time. Also allows users to reassign tasks to different users and modify deadlines, if needed. |
Automatic notifications | Sends automatic email or text notifications to users about the status of tasks, such as when a task is first assigned, pending, completed or when an edit is made by another user. Follow-up notifications can also sent to ensure accountability. |
Reporting | Allows users to extract exact information and view it on a dashboard when they are running reports. Drill-down capabilities enable users to retrieve details about various functions such as marketing activities, production estimates and out-of-pocket expenses. |
Form designer | Enables users to design digital forms through a built-in form designer that doesn’t require third-party assistance to use. |
Graphical process modeling | Enables users to generate and access data through a user-friendly interface that requires minimal training. Intuitive graphical representation of existing and future workflows also simplifies the understanding of workflow processes. |
Role-based access control | Defines the roles and responsibilities of each user and grants them role-based access to modify processes or access or edit separate workflow phases. |
Mobile access | Allows users to access workflows via mobile devices or an app for offline workflow. Ensures that users can view processes, records and other information in areas with no or limited internet connectivity. |
Businesses can realize multiple benefits by adopting workflow management software, including:
Increased efficiency. Streamlining business processes and automatically allocating work across the organization helps increase workflow efficiency. Workflow management systems offer quick access to all required data and eliminate delays in task distribution amongst stakeholders.
Reduced paperwork. With a workflow management solution, multiple paper forms can be converted into electronic documents. Workflows can be added to manage these documents to ensure all steps and forms are completed and required approvals are obtained. Virtual documents can be stored online, enabling users to access them from anywhere. Completing and tracking virtual forms also helps minimize the risk of losing important documents or being unable to read them due to illegible handwriting.
Faster, more accurate workflows. Elimination of manual data entry along can drastically reduce the chances of error. Additionally, automatic triggers and/or alerts sent to employees about pending tasks can help accelerate processes.
Here are a few things to keep in mind as you evaluate a workflow management solution:
Third-party integration support. Workflows in any organization are heavily dependent on various business systems. As such, it’s best to find a workflow management solution that easily integrates with existing software, such as customer relationship management (CRM) solutions to ensure the seamless transfer of data from one system to the next.
Ability to create custom workflows. Workflow processes vary from one organization to the next, and can be simple or complex in nature. The solution you choose should offer the flexibility to create and configure the steps of all types of workflow processes through user-defined rules.
Choosing the right workflow management software depends on the size of your business. Consider the following buyer types:
Small and midsize businesses. These businesses typically operate as establishments with up to 100 employees. They should look for a workflow management solution that offers cloud or web-based deployment, rather than having to be installed on-premise. Cloud solutions do not require a substantial initial investment and can be accessed from any device with an internet connection.
Large enterprises. Enterprise companies often have large, dispersed workforces, which means they require a workflow management solution that is both scalable and highly flexible in order to effectively manage data, structure workflows and make sharing information across the organization easier. Such companies may seek advanced features and capabilities, including business process automation, the ability to manage multiple projects, teams and workflows and integration with third party systems Other essential components in a workflow management solution may include workflow engines, administration and monitoring, process design tools, compliance management and client tools.
Government agencies. Government institutions deal with large amounts of information on a daily basis. They must disseminate this information, in an organized way, across multiple departments that use different applications. As a result, they require a solution that offers seamless integration capabilities with other systems. The ideal solution should allow them to clearly define workflows and reduce the workload of their administrative staff. It should also be able to turn raw data into meaningful information that can be accessed by multiple departments in real-time. Additionally, the solution should come with notification functionalities that allow people involved in a project to quickly escalate issues to the appropriate parties.