20 Best Workflow Management Software In 2023
List and Comparison of the Top Free Workflow Management Software.
Organizations handle a large amount of data and documents.
It would be a nightmare if they have to do them manually, but in today’s digital world we have software to handle the business process, document holidays, and many more things.
With the help of these tools, we can automate the business processes and thereby save a lot of time. This article provides a detailed overview of the top 20 workflow software.
What is Workflow Management?
Workflow Software is basically a system that helps us to manage the documents and processes of the business. Companies use this to handle the forms and documents within the stakeholders and teams.
It helps us to…
- Automate the process
- Follow up on pending tasks
- Get the picture of the workflow
- Manage the documents
How should it be?
- Everyone has their own mindset of creating a workflow, but in general, it should look like linear on the front end and does all the complex stuff in the background.
- If you want to link the database or take some data from the website, then it should be easy and intuitive.
- Integration between other tools should be easy,
For Example,
if you want to transfer any document from the workflow to another tool then it should be done with ease.
- Your tool should exist on a cloud so that you can be able to access the data from any location.
- It should have some reporting features to achieve more productivity.
- If there are many workflows in a single workflow tool, SLA indicators should be there to prioritize the task
- You should get notified when you need them.
- If you want to add any complexity to the tool, you should be able to add it easily. Like if you have to add the educational details then there would be many branches or we can say many fields that need to be filled up. A good tool should make this process easier.
- As the tool is used for business purposes it is mandatory to hide the sensitive data from some users. Abstraction should be handled and the data should be preserved.
- You should get the cost of a tool on the website only and no hidden charges should be there, as transparency matters a lot.
Recommended reading =>> Top Workload Management Software Solutions
Our TOP Recommendations:
=> Contact us to suggest a listing here.
List of Most Popular Workflow Management Software
Given below is a list of best and most popular Workflow Software.
monday.com can handle workflow management for any project. It will allow you to assign and track tasks and follow processes across teams and projects. It has features of messaging, Calendar sync, due date reminders, time tracking, Graphs & Insights, and Forms.
Pros: It is a highly customizable tool. Also, it is easy to use and provides good collaboration features.
Cons: Not any.
Deployment
- Cloud Hosted
- Open API
Devices Supported
- Windows
- Mac
- iPhone/iPad
- Android
- Web-based
With Jira, you get to set up and manage customizable workflows that can map out the entire life cycle of your project. The workflows can grants your team full visibility into a project, thus making sure everyone on the team is on the same page.
Moreover, Jira also facilitates out-of-the-box reporting wherein your team gets access to critical insights that can be used to maximize efficiency.
Pros:
- Highly Customizable Workflow
- Tons of ready-made templates to create workflows
- Free plan for up to 10 users
Cons:
- Bit of a learning curve involved initially
Deployment:
- Cloud Hosted
- On-Premise
Platform:
- Windows
- Mac
- iPhone
- Android
- Web-Based
Jira is a platform the IT team can turn to for rapid incident response and change management. However, it is quite great at configuring approval workflows. The configuration can be done on the basis of associated risk, rules established by advisory boards, and the type of change itself.
Besides this, Jira is a great platform to implement the best ITSM capabilities.
Pros: Configurable approval workflows, end-to-end asset management, set up custom automation rules.
Cons: Learning curve involved.
Deployment:
- Cloud Hosted
- On-Premise
- Mobile
Devices Supported:
- Windows
- Mac
- iOS
- Android
ClickUp is an all-in-one project management software with functionalities for process, task, and time management. Its Mindmaps will help you with planning out the projects, tasks, etc. It offers a feature of checklists where you can create to-do lists, nest items, sub-items, etc. You can even assign the checklists.
Pros:
- ClickUp is a completely customizable platform.
- It offers a free plan with support for unlimited tasks and members.
- It provides a lot of integrations for connecting with the productivity tools.
- It provides templates and will let you save them for the common tasks. This feature saves the efforts of doing repetitive tasks.
Cons:
- No such cons to mention.
Deployment:
- Cloud-based
Devices Supported:
- Windows
- Mac
- Linux
- iOS
- Android, etc.
Wrike allows originations to manage the projects and teams with a cloud-based platform. Users can do the assignments automatically by considering the availability of time.
It allows the users to edit the document in online mode. Team lead can manage team efforts, track progress and view the performance of team members.
It integrates with SalesForce, Dropbox, Slack, and Adobe Creative Cloud and offers an open API.
Pros:
- It allows users to customize planning and storage.
Cons:
- It is more expensive.
- It takes time to learn the software.
Deployment
- Cloud, SaaS, Web
- Mobile – Android Native
- Mobile – iOS Native
Best for Intelligent Workflow designer.
SysAid makes the job of managing workflows considerably simple with its ability to digitize manual processes. In other words, SysAid can take your manual workflows and automatically digitize them across departments. Users are also afforded the privilege of creating, sharing, and optimizing digitized workflows with the help of an in-built workflow designer.
You can use this workflow designer to easily design and edit workflows. Absolutely no knowledge of coding or scripting is necessary. Moreover, the software comes equipped with a drag-and-drop UI, which only makes the process of designing workflows from scratch all the more simple.
Features:
- Create and Edit Workflows
- Automatic Workflow digitization
- Drag and Drop UI
- Automate repetitive tasks
Pros:
- Highly configurable
- Automation saves a lot of time and money.
- No coding or scripting knowledge is required.
Cons:
- No transparency with pricing.
Price: The software offers 3 pricing plans. You’ll need to contact their representative to get a clear quote. A free trial is also offered.
Deployment: Cloud-Hosted, On-premises.
Next Matter – Looking for a better way to run operations? With Next Matter, you can build and launch custom operations tools, workflows, integrations, and more – faster than ever before.
Next Matter is a modular, all-in-one platform that can be customized to fit the exact requirements of your business’s operations – whether it’s business operations, marketing, fulfillment and warehouse, field service, or customer operations. Build and launch operations tools fast, and orchestrate everything from one, unified platform.
Give teams the tools, data, and instructions they need to do their jobs the right way, every time. Give managers a holistic overview of what they need to track performance and make sure nothing falls through the cracks.
Key Features:
- Build integrated workflows without code and launch them on the same day.
- Dashboard Overview provides an overview of all running operations in your organization and the status of those processes.
- Integrate all your systems and tools to eliminate double work and reduce error.
- Collaborate seamlessly and securely with internal teams as well as external people and organizations.
Pros: Remarkably fast to set up and easy to use. Customizable, branded dashboard for your new “home for operations”. Outstanding customer success package with 1-on-1 sessions and two-week onboarding for workspace admins and power users.
Cons: Not a project management tool (no Kanban, no cards, etc); No freemium version.
Price:
- Starter: $29 per user/mo (minimum 10 users)
- Professional: $49 per user/mo (minimum 20 users)
- Enterprise: $99 per user/mo (minimum 30 users)
- Volume discounts start at 50 users. Contact for more details.
beSlick is a team workflow system with a powerful template builder, can also be used to systemize across a business. It is very straightforward to use, so quick for new users to understand, but actually very powerful in what you can achieve.
They describe it as the only workflow management tool with process improvement built-in, as it includes process quality analytics, template feedback, and a system to record when things can’t be done and why, so you can improve the workflow.
It is very competitive from a cost perspective and features one of the best process workflow builders we’ve seen. The template reports are also a plus point, showing a clear and detailed view of progress in a single dashboard.
Key Features
- Centralized library for templates with folder permissions.
- Workflow reporting and filtering.
- Powerful workflow template builder.
- Branching logic, attachments, dependent dates & step owners.
- Process analytics and audit logging of all activity and changes.
- Integration with 2,000+ apps using Zapier.
- Track & resolve project/process issues.
- Team task collaboration & @mention in comments.
- Pre-built template workflow library.
Pros
- Can handle both simple and complex workflow easily.
- Built-in process improvement capabilities.
- Great workflow progress reports.
- Very good support team and implementation help.
Cons
- Time tracking not built in.
- No public API (on roadmap).
Price
- Free 14 day trial available.
- Free implementation assistance available, or charged project managed implementation.
- From $8/user/month.
- Further discount for charities, education & start-ups.
Devices Supported
- Cloud, SaaS, Web (responsive)
- Mobile – Android & iOS native
Verdict: beSlick is a fantastic workflow management tool for teams and small businesses that is simple to use but has powerful capabilities, a great workflow builder, reporting, and unique process improvement capabilities.
Nifty is one collaborative workspace to plan your projects, collaborate with your team & stakeholders, and automate your progress reporting.
NiftyPM really does an amazing job at combining multiple tools to encompass the entirety of a project cycle. It strikes the perfect balance between big-picture planning (roadmap is fantastic) and the daily grind (tasks, files, and collaboration).
Key Features:
-
Projects can be managed through Kanban-style Tasks that can be connected with Milestones.
-
Project Overview provides a birds-eye view of the progression of all your projects.
-
Documents can be created directly within each project.
-
Team Chat widget allows communication while working in any pocket of Nifty.
Pros: Beautiful interface, very intuitive. The ease of use and transitioning is a huge plus. Rockstar support team.
Cons: Nothing significant enough to mention.
Price:
- Starter: $39 per month
- Pro: $79 per month
- Business: $124 per month
- Enterprise: Contact them to get a quote.
All Plans Include:
- Unlimited active projects
- Unlimited guests & clients
- Discussions
- Milestones
- Docs & files
- Team chat
- Portfolios
- Overviews
- Workloads
- Time tracking & reporting
- iOS, Android, and Desktop apps
- Google single sign-on (SSO)
- Open API
Quixy – Enterprises use Quixy’s cloud-based no-code platform to empower their business users (citizen developers) to automate processes & workflows across business departments and build simple to complex enterprise-grade applications for their custom needs up to ten times faster.
Any workflows, sequential, conditional, or parallel can be automated with ease without writing any code. Quixy provides dozens of pre-built workflow apps for a variety of use cases such as CRM, Project Management, HRMS, and much more.
Features:
- Build the app interface the way you want it by dragging and dropping 40+ form fields including a rich text editor, e-signature, QR-Code scanner, Facial Recognition widget and much more.
- Model any process and build simple complex workflows be it sequential, parallel and conditional with an easy-to-use visual builder. Configure notifications, reminders, and escalations for each step in the workflow.
- Seamlessly integrate with 3rd party applications through ready-to-use connectors, Webhooks, and API Integrations.
- Deploy apps with a single click and make changes on the fly with no downtime. Ability to use on any browser, any device even in offline mode.
- Live actionable Reports and Dashboards with the option to export data in multiple formats and schedule automated delivery of reports through multiple channels.
- Enterprise-ready with ISO 27001 and SOC2 Type2 Certification and all enterprise features, including Custom Themes, SSO, IP filtering, On-Premise deployment, White-Labelling, etc.
Pros: Quixy is a zero-code platform and can be used by anyone. Visual & easy-to-use. It can handle sequential, conditional, or parallel workflows with ease. It helps automates workflows and build apps faster, with higher quality, and lower costs.
Cons: No such cons to mention.
Deployment: Cloud-based
Devices Supported
- Windows
- Mac
- Android
- iOS
Price:
Platform: $20/user/month billed annually and starts with 20 users.
Solution: Starts from $1000/month billed annually.
Enterprise: Contact the Company
Verdict: Quixy is a completely visual and easy-to-use BPM and Application Development platform. Businesses can automate processes across departments using Quixy. It will help you to build simple to complex custom enterprise application faster and with lower costs without writing any code.
Freshservice provides all the features and functionalities that will be required for proactive IT service management. It provides powerful automation that will reduce manual efforts and costs. Using the Workflow Automator, you will be able to automate internal processes.
It has functionalities to automate agent assignment for requests. You can create your approval workflows with the help of Workflow Automator. The tool will let you automate the entire approval workflow across modules in the service desk.
Key Features:
- Freshservice provides Workflow Automator that can auto-assign tickets to the right agents or groups.
- Workflow Automator will let you set up multilevel approvals and can automate processes like employee onboarding, desk approvals, etc.
- It has features that will let you create your own set of rules for monitoring all the tickets at the service desk.
- It provides features to manage SLA violations with automation.
- You can define your own trigger rules with scenario automation and observer so that the tasks and actions will be performed as necessary.
Pros: It has a simple drag-and-drop interface. It can be used for creating workflows that can trigger webhooks on the occurrence of a particular event.
Cons
- As per reviews, Reporting capabilities and
- Customization features.
Devices Supported
- Windows
- Mac
- Linux
- Android
- iOS
Deployment: Cloud
Price:
- Free trial available for 21 days
- You can start for free
- Blossom: $19 per agent per month
- Garden: $49 per agent per month
- Estate: $79 per agent per month
- Forest: $99 per agent per month
Scribe allows you to document workflows instantly for any recurring digital process. It is a no-code platform that speeds up workflow documentation quickly and easily, ensuring knowledge workers spend as little time as possible documenting while still delivering accurate guides.
It is a Chrome extension and desktop application that records your work while you do it, converting your clicks and keystrokes into a shareable guide with annotated screenshots and written instructions. Guides can be shared via a link or embedded within other platforms, such as knowledge bases, content management systems, and project management software.
Features:
- Instantly create visual step-by-step instruction guides. Edit screenshots or text and add additional information or embed outside media (YouTube, Loom, etc.).
- Share guides via the link, embed in other platforms, or set permissions for teammates to find within the application.
- Integrations with knowledge management, content management, digital transformation, learning management, and project management software.
- Recommended Scribes appear in the Chrome extension for the website you’re using, allowing users to quickly find the process they need.
- Analytics allows you to see when guides are being used and how often, helping guide training strategy.
Pros: Simple to use with a small learning curve. Productivity tool that saves time for anyone creating workflow documentation. Integrate with many other tools.
Cons: Scribe does not automate your workflows, it only helps to document them.
Deployment: Cloud-based and on-premise options
Price: Free Chrome extension with unlimited users and guides. $29/month per user for Pro version, which includes desktop application, screenshot editing, and other features.
Bonsai is a fantastic multi-functional workflow management software that outshines its competitors by offering a massive gallery of workflow templates.
You can rely on these customizable templates to create proposals, contracts, and invoices from scratch. The software features incredible CRM, accounting, time-tracking and task-management capabilities as well.
Pros:
- Massive collection of customizable templates.
- Very easy to use
- International coverage across the US, Australia, the UK, and Canada.
Cons:
- Only English language supported
- Limited integrations
Deployment:
- SaaS
- Cloud-Based
Devices Supported:
- iOS
- Android
- Web-based
Process Street allows you to manage the workflow as well as the recurring process. We can control permission, use forms and integrate with the other apps.
Pros:
- Easy to learn for even non-tech savvy people.
- The support team is responsive.
Cons:
- Occasionally gets crashed.
- Admin controls are paid so it would be better if this could be for free.
Deployment
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
- Installed: Mac
WorkOtter is one of those rare platforms that comes jam-packed with all the features you need to manage your workflow seamlessly. With this cloud-based software, you get a tool that can be used to manage your organization’s resources, portfolios, and projects in a flexible manner.
Thanks to its customizable dashboard and advanced reporting capabilities, you get complete real-time visibility into your organization’s entire project workflow. The best aspect of WorkOtter has to be its interactive workflow map, which keeps you notified about your project’s progress.
Pros:
- Highly customizable
- Good customer support
- Bank-grade security
- Portfolio, project, resource, and time management of all-in-one tools.
- Supports powerful MS project integration
Cons:
- Report generation can take time
Deployment:
- Cloud, SaaS, Web-based
Hive provides the features to design custom workflows and automate routine tasks. This will help you to streamline processes and communication. It can be integrated with various apps and hence you will be able to manage all the work from one platform.
Pros: It is a rich in features platform that includes the features for analytics, resourcing, messaging, sharing files, and forms. It supports automated workflows. You will get a fully integrated email inbox.
Cons:
- As per reviews, its mobile app is not that good as compared to desktop the application.
Deployment:
- Cloud-hosted
- On-premises
Devices Supported:
- Windows
- Mac
- Android
- iOS
#17) Creatio
Device operations can be tested and controlled using this. Handling of leads, sales and accounting operations is more easy with bpm’ online. It deploys the product in two ways, one is cloud-based and the other is premise-based.
Pros: It provides a quote based pricing scheme, it means the plan will get tailored according to the budget capacity.
Cons: We don’t see any.
Deployment
- Open API
- Cloud Hosted
Devices Supported
- Android
- iPhone/iPad
- Windows
- Linux
- Mac
- Web-based
Click here for the official website.
Further Reading => List of the BEST Workflow Automation Software for Your Business
#18) Kissflow
By using this a user can automate many business processes.
Employee onboarding, vacation request, purchase request, and travel reimbursement becomes more easy with this. It uses saas to manage the workflow. It uses one dashboard for all the tools.
Pros:
- Tailor maid reporting.
- Look for the bottlenecks and handle it easily.
- Can connect you to any automation tool.
Cons:
- The administration should be improved.
Devices Supported
- Web-based
- iPhone/iPad
- Android
- Mac
- Windows
Deployment
- Open API
- Cloud Hosted
Click here for the official website.
#19) Orchestly
Orchestly is a drag and drop workflow management platform that helps automate, orchestrate and optimize routine business workflows and standard operating procedures.
It executes workflows with tracking, compliance, and audits. It helps increase ROI, enhance productivity and improve operational KPIs with workflow analytics. It works for businesses of any size and industry.
Key Features:
- Form builder
- Workflow builder
- Third-party tool widgets
- APIs to connect with third-party tools.
- Automated notifications
- Role-based access control
- SLAs
- Business rules
- Default and custom reports
- Enterprise implementation services
Benefits:
- Enforce compliance by automating your business workflows.
- Ensure accountability by assigning the right people to the right tasks.
- Make sure nothing slips through the cracks by automating actions.
- Make it clear to everyone what needs to be done, and when, through notifications.
- Bring all your tools to one platform by connecting to third-party applications from within Orchestly.
- Gauge your team’s and processes’ strengths and weaknesses with reports and charts.
Devices supported:
- Web
- Android
- iPhone
Deployment: Cloud
Price:
- 0 to 500 users: $8/user/month
- 501 to 1000 users: $6/user/month
- More than 1000: $4/user/month
- Prices reduce when billed annually.
#20) Comidor
Comidor allows the users to connect to business functions in the independent platform. Its user-friendly interface makes it more popular. It supports cloud, saas, and web API.
Pros:
- It controls the processes in a centralized manner.
- It has project management features like CRM.
Cons:
- It doesn’t allow the user to integrate the services.
- It takes time to learn this software.
Deployment
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
- Installed windows
Click here for the official website.
#21) Trackvia
It allows you to customize your application. Useful for multiple domains such as healthcare, finance, manufacturing, etc. Mostly used by large organizations.
Pros:
- Good tracking workflow.
- Integration of business application is easy.
Click here for the official website.
#22) Pipefy
It allows you to customize the card actions. Use Kanban and sprint view. It doesn’t involve IT experts. Allows you to use custom templates.
Pros:
- Handles complicated scenario
- API is solid
Cons:
- Built-in reporting doesn’t allow you to connect with the database.
- You will lose history if you delete something.
Deployment:
- Cloud
- Web-based
Device supported:
- Mac
- Windows
Click here for the official website.
#23) Samepage
It’s an award-winning software which allows you to combine files, calendars, and tasks. It helps you to keep your customers, and employees working together.
Pros:
- Managing and sharing of the project are easy.
- You can chat on the same page without accessing the chat window.
- The flexibility of the team and page structure is good.
Cons:
- It’s a new approach and is difficult to learn.
Deployment:
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
- Installed: Windows, Mac
Click here for the official website.
#24) Synergize
Document management becomes more easy with this. It allows many logistics companies to manage their freight documents and other data.
Pros:
- Easy to use.
- Invoicing is more easy with this.
Cons:
- Complex to learn.
- You may face speed issues.
Deployment
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
Click here for the official website.
#25) Integrify
With the help of integrity, users can design forms and build their work. It allows you to create custom dashboards. It also provides templates that can be used in real-time.
Pros:
- The support team is very much supportive.
- Allows monitoring of the users.
Cons:
- Visuals can be improved.
- Flow charts and forms are a bit complex.
Platforms:
- Mac
- Windows
Deployment:
- Cloud
- Web-based
Click here for the official website.
#26) Comindware Tracker
This is web-based software and doesn’t need IT resources to set up the thing. It’s a non-coding software and the users can modify the workflow without taking the assistance of the IT skilled people.
Pros:
- Non-coding workflow software.
- Automate business operations.
Cons:
- API can be improved as currently there is a lack of integration functionality.
Deployment
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
Click here for the official website.
#27) Workflow Max
It’s a cloud-based business solution and is useful for small to medium-sized businesses. It provides features like business management, timesheet and project management.
Pros:
- The accuracy of the report is very high.
- Robust and reliable.
- It has a timer function that allows you to track the tasks.
Cons:
- If the site is down chances of data loss are high.
Platforms:
- Apple
- Windows
Deployment:
- Cloud
Click here for the official website.
#28) Accelo
It is used to handle all the moving parts of your business process. Allows you to customize the workflow.
Pros: Integration is easier
Cons:
It is expensive
Deployment
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
Click here for the official website.
#29) Zapier
It integrates and automates all the applications to boost the workflow. The dashboard provided by zapier allows you to manage the apps and this, in turn, makes it unique. It allows you to create processes.
Devices Supported
- Mac
- Web-based
- Windows
Deployment: Cloud Hosted
Click here for the official website.
#30) Nintex
With the help of this, we can automate the workflow.
It is in the list of the top-rated workflow softwares. Useful for small, medium and large organizations. It does automation of content management systems, collaborative platforms, and business processes.
Pros: They provide you with flexible plans.
Devices Supported
- Windows
- Linux
- Web-based
- Android
- iPhone/iPad
- Mac
Deployment: Cloud Hosted
Click here for the official website.
#31) Process Maker
It automates workflow and it is an approval driven based software. It’s easy and cost-effective too.
Pros:
- Lightweight, efficient and low overhead.
- User management and user portal are the key features of this tool.
Devices Supported
- Web-based
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
Deployment: Cloud Hosted
Click here for the official website.
#32) Serena Business Manager
It’s a product of Serena software. It allows the users to create drag and drop window. It manages deployment, delivery, and operations and integrates them across the organization.
Pros:
- It has a unified work center.
- Calendering
- Real-time notifications.
Devices Supported
- iPhone/iPad
- Windows
- Android
- Mac
- Web-based
Deployment
- Cloud Hosted
- On-Premise
Click here for the official website.
#33) Favro
Favro is an all-in-one application with four major building blocks for managing and organizing the workflow for teams and organizations. These four blocks are Cards, Boards, Collections, and Relations. Relations will tie all together i.e. cards on multiple boards, boards on multiple collections, work breakdowns, etc.
It provides a view of the interaction and navigation between the horizontal teams and all vertical levels of your company.
Pros:
- Provides functionalities for collaborative writing, planning, and organizing the work.
- It provides a facility to collaborate in real-time.
- It is an agile tool and supports changing goals, priorities, team members, etc.
- Team & planning boards will let you build flexible views for multiple teams.
- Sheets & Databases are for breaking down the tasks into smaller pieces.
Cons: Not any
Deployment:
- Cloud-based.
Devices Supported: Platform Independent
#34) Automate.io
Automate.io provides a solution to connect your all cloud applications easily. By using this tool you will be able to automate marketing sales, payments, or any business processes quickly. It will help you to create simple automation as well as complex workflows.
You will find the tool simple and intuitive because of its drag-and-drop data mapping features. It provides connectors for all leading cloud/SaaS applications. To connect with other apps you can use the Rest API.
Its powerful tools will let you format the data, add conditional logic, or time delay in your workflows. Automate.io is a secure and reliable solution. It provides data encryption at rest and transit.
It provides data retention controls and audit logs. All the popular apps required for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration, etc. are supported by Automate.io.
Pros:
- No coding required.
- It will let you create the integrations visually and you will not require IT help.
- It can be used for creating simple automation as well as complex workflows.
Cons: No such cons to mention.
Deployment:
- Cloud-based
- SaaS
Devices Supported
- Web-based
Price:
- Free trial available.
- Free plan
- Startup: $39/month
- Growth: $79/month
- Business:$159/month
- Enterprise: $319/month
#35) Pipedrive
Pipedrive is an easy-to-use pipeline management platform that comes equipped with a ton of useful features. Pipedrive makes it easier to manage and track your sales efforts via a drag-and-drop sales pipeline.
It is also easier to import or export valuable data from other CRM software to and from Pipedrive.
Thanks to third-party support from Import2, Pipedrive allows you to conveniently add data pertaining to deals, organizations, leads, products, notes, activities, etc. from XLS, XLSX, and CSV spreadsheets.
Pros
- Conveniently Import Data from Other CRMs.
- Easy drag-and-drop Pipeline management via customizable dashboards.
- Get sales leads transferred straight to your pipeline from custom chat-bots and web forms.
- Assess sales performance with the help of measurable metrics.
Cons
- Nothing worth mentioning
All Plans Include
- Calendar, deals, leads, pipeline management
- Customizable dashboard
- Easy data import
- 275+ integrations
- 24/7 support
Verdict: Pipedrive is a top-tier workflow management platform, especially when it comes to tracking sales performance as it provides you with tools that allow you to track deals, leads, and other elements pertaining to sales with the help of easily customizable drag-and-drop pipelines.
Price:
- Essential Plan: $11.90/user/month, billed monthly
- Advanced Plan: $24.90/user/month, billed monthly
- Professional Plan: $49.90/user/month, billed monthly
- Enterprise Plan: $74.90/user/month, billed monthly
Few others to the list:
#36) Widen Collective
It allows your team to view the project files. It’s an online approval tool and the starting price for the software is $9990 USD per year.
Deployment
- Cloud, SaaS, Web
Mobile – iOS Native
Click here for the official website.
#37) Paperwise
Many times people get frustrated with technology and work. Paperwise is a software company which fixes all these things and builds a solution for the frustrations.
Click here for the official website.
#38) Proworkflow
This software helps us to track the status of the work. It’s available for Android, iOS, Blackberry with several features like task management, messaging, etc.
Click here for the official website.
Conclusion
We can conclude that the best software is the one which comes with more features at an average price. While choosing the best Wokflow Software one should keep in mind that the software should allow automation to manage and track the business process.
Further Reading =>> Workload Automation vs Workflow Automation
From the above list, BPM online is the best one as it is adaptive in nature and modifies with the business trends as well. It allows to control and improve the business operations.
After BPM online Kissflow comes in the second place as it is cloud-based and it is always a good thing if something is manageable on the cloud. Along with this, it allows us to create and design apps as well.
Comidor comes at third place if we consider the top 3 from the above list, as it connects all the business processes and works independently.
Recommended Readings => Best DMS Software
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