The Best Workflow Management Software: Top 10 Compared for 2024
Tech Report is one of the oldest hardware, news, and tech review sites on the internet. We write helpful technology guides, unbiased product reviews, and report on the latest tech and crypto news. We maintain editorial independence and consider content quality and factual accuracy to be non-negotiable.
The best workflow management software helps teams stay unified and on track with all tasks at hand, with the aim of improving productivity and reducing mistakes. It can also be used to schedule or automate tasks, improve team collaboration, manage the overall workload of employees, and evaluate the progress made.
In this article, we’ll go over some workflow management fundamentals and review and compare the market’s best workflow management software — from their best features, pricing, and the top praises and drawbacks of each one to help you pinpoint the best one for your next project.
-
- 1. Monday – Overall, the Best Workflow Solution in 2024
- 2. ClickUp – One of the Best Free Workflow Management Options
- 3. Wrike – Great Workflow Software for Team Collaboration
- 4. Smartsheet – Top Spreadsheet-style Workflow Tool
- 5. Teamwork – Affordable Workflow Management Software
- 6. Zoho Projects – One of the Most Popular Workflow Tools
- 7. Quire – A Great Choice for Beginners
- 8. Awork – Easy-to-Use Workflow Management Solution
- 9. ProWorkflow – Includes Excellent Time Management Features
- 10. Resource Guru – Great for Remote Workforces
-
- 1. Monday – Overall, the Best Workflow Solution in 2024
- 2. ClickUp – One of the Best Free Workflow Management Options
- 3. Wrike – Great Workflow Software for Team Collaboration
- 4. Smartsheet – Top Spreadsheet-style Workflow Tool
- 5. Teamwork – Affordable Workflow Management Software
- 6. Zoho Projects – One of the Most Popular Workflow Tools
- 7. Quire – A Great Choice for Beginners
- 8. Awork – Easy-to-Use Workflow Management Solution
- 9. ProWorkflow – Includes Excellent Time Management Features
- 10. Resource Guru – Great for Remote Workforces
The 10 Best Workflow Management Tools in 2024
There are a ton of different workflow management tools out there, and knowing which one is right for your business or individual needs is tricky. To help you, we’ve handpicked the best options and ranked them below with reasoning for why they’ve made it on our list:
- Monday — $9/month — Overall, the best workflow management solution thanks to its excellent templates, phenomenal customization, and ease of use
- ClickUp — $7/month — The best free workflow tool as it allows up to 20 users on the free plan, as well as a generous amount of file storage
- Wrike — $9.80/month — A powerful workflow management solution that’s great for team collaboration as it includes excellent shared docs
- Smartsheet — $7/month — The top spreadsheet-style project planning tool with a familiar and highly customizable layout that’s great for Excel lovers
- Teamwork — $5.99/month — Budget-friendly workflow management tool that offers a strong feature-to-price ratio
- Zoho Projects — $4/month — A popular tool as it’s cheap and it can integrate seamlessly with the rest of the Zoho network
- Quire — $7.65/month — A budget and reliable workflow tool that offers a clean and intuitive interface, ideal for beginners
- Awork — $10/month — Simple-to-use workflow management tool with great customer care and ample custom templates for managing work your way
- ProWorkflow — $18/month — Useful workflow management software with excellent time-tracking features, perfect for HR departments
- Resource Guru — $4.16/month — One of the cheapest solutions for remote workforces, and it includes billing, invoicing, and vacation management
What is Workflow Management Software?
Simply put, Workflow management software lets you assign, group, and manage tasks that need to be carried out in order to achieve a bigger objective. The word “management” in the phrase simply denotes the existence of a person or entity in charge of the overall strategy.
Workflow management software offers adaptable features to enhance your business’ productivity. With it, you can detect duplicated jobs, automate work processes, find potential areas for improvement, and achieve new levels of efficiency — all thanks to its capacity to develop and optimize workflow in the best possible way.
The Benefits of Effective Project Workflow Management
Using reliable workflow management software can greatly improve your team’s overall output, reducing the risk of error, as well as speeding up the completion of tasks. We’ve compiled a list of some of the key benefits you can expect when using a project workflow management tool:
Reduce the Risk of Errors
There’s no way to operate completely error-free, however, you can improve your proactive error detection and correction skills. With project management software, you’re likely to detect the problem before it happens, and if they do occur, pinpoint exactly what went wrong to avoid such mistakes in the future.
Improve Overall Productivity
Teams can spend less time sending emails and updating information on different platforms because all operations are automated in one centralized location. Employees aren’t required to wait around for permissions to come through. Instead, they can follow the development in the workflow system and remain informed.
Balance Multiple Tasks
With the best project workflow management tools, everything is under one roof, whether you want to onboard several employees, manage IT needs, conduct internal surveys, request marketing content, or authorize trip reimbursements.
Instead of using numerous project boards, chat programs, and emails, requests are neatly arranged in one workflow system in accordance with various processes. Within the same tab, you can move between a purchase request and a request for trip reimbursement — no delays or confusion.
Increased Transparency
Managers feel more comfortable assigning ownership of work when the responsibilities of each job function are crystal clear with clearly defined goals and employees are aware of what needs to be done.
Shadow duties are squeezed out by workflow management, with more control over data accessibility than previously. Everything occurs in the open, and as such, administrators have the option of displaying or hiding critical information from particular teams or job responsibilities.
Better Work Culture
There are already too many emails and texts being sent out since so many businesses now employ remote workers, so using a good workflow tool aids in maintaining job organization and tracking.
The discipline of workflow management can spread throughout an organization and become ingrained in the workplace culture, allowing you to achieve your business objectives faster when everyone is on board with the concept of well-organized, simplified procedures.
The Market’s Top Workflow Solutions Reviewed
To help you make an informed decision on the best workflow management solutions, we’ve reviewed each of the 10 best options on the market. We’ll explore all the key features, functions, pricing, and much more to help you make an informed decision.
If all you want is to compare tools, our comparison table gives a quick overview of all the key details you need to compare, such as the starting price, any free versions, compatibility, and what it’s best for.
1. Monday – Overall, the Best Workflow Solution in 2024
Monday is the best workflow solution, as this project management tool can be used by businesses across various industries. With it, you can streamline management to put a stronger emphasis on structure and transparency as it simplifies complicated workflow procedures.
You can set tasks on a board on Monday and then add the steps necessary to complete the assignment; plus, it’s incredibly adaptable and simple to use. It’s also simple to import data from spreadsheets and other workflow management programs, which saves a ton of time.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Workflow Management $10/month $9/month Yes Windows, Mac, Android, and iOS Additionally, the company’s workflow management software provides a number of workflow views, including a list, map, kanban board, or Gantt chart view to view your task and project progress. The data that workflow managers need to track can then be seen by visualizing these workflows in customizable dashboards.
Some other useful features you can expect to find include workflow templates, automation, data visualization, sophisticated task board customization, management of task status, assignees, due dates, and hours spent. These are all common with the best workflow management tools, but Monday truly excels here.
What particularly sets Monday apart from its workflow management rivals is the ability to add on extras like an industry-leading CRM platform or tools for marketing and HR departments to improve productivity. This means you can run your business to its full potential, all through the Monday platform.
Pricing
Monday offers a good range of plans for companies of all sizes, but you have to pay per seat, which can be costly for smaller teams or startups.
However, there’s an excellent free plan that offers an excellent alternative to smaller teams, as it gives you access to the full set of features but limits you to 1-2 users. We still think it’s a great way to test the service out before subscribing to a premium plan.
Pros
- Lots of integrations to support 3rd party data
- Includes Work OS, a specifically designed workflow system for custom workflow apps
- Large workflow template library to jumpstart planning
- Excellent free forever plan, great for small businesses
- Highly customizable
Cons
- Can take some time to learn how to get the best out of the software
2. ClickUp – One of the Best Free Workflow Management Options
ClickUp has business workflow management woven into every feature, created from the ground up to excel at fostering team efficiency and cooperation. It’s a productivity centre that offers functions typically only found in various different products.
The workflow management software combines planning with tracking, communication with documentation, and even introduces the newest AI text-generation tools to the environment.
Customizable templates, Mind Maps, and workflow management features reduce repetitive chores. These are the three elements of ClickUp that project managers will value most, as it allows your team to focus on their work with complete efficiency.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Automating Manual Processes $10/month $7/month Yes Windows, Mac, Android, and iOS Furthermore, there’s a huge library of workflow templates you can pre-select to save vital time instead of having to create them from scratch. With these, you can build your own custom workflows that best suit your business needs.
There are also some excellent collaboration tools that allow teams to work on shared documents, assign tasks, and leave important feedback or comments to allow for a seamless working experience.
In terms of unique offerings, one feature we also really enjoyed was ClickUp’s Everything view, which makes it easy to find anything you’re looking for by offering a bird’s eye view of all tasks, projects, and assignments. You can search for specific items within this view filter to save time.
Pricing
ClickUp offers a decent free plan that allows you to get to grips with the service, although it’s aimed at a maximum of 2 users. With the free plan, you get 100Mb of storage, Kanban view, and an array of collaborative tools.
For access to the more premium features such as Advanced Automations, Workflow Management, and Mind Maps, you’ll need to upgrade to one of the business plans:
Pros
- Features a wide range of workflow templates you can fully customize
- Useful Everywhere View for overseeing and collaborating on projects
- Generous free plan for testing the service
- Affordable paid plans with an excellent range of features
Cons
- Can seem like quite a steep learning curve as the software is a little complex at first
3. Wrike – Great Workflow Software for Team Collaboration
Wrike is an easy-to-use workflow management tool that supports teams of five or more users and provides an infinite user base. Managers can customize workflows, dashboards, reports, and request forms using the program.
The extensive workflow system that Wrike offers its users enables teams to work seamlessly across enterprises. With numerous pre-made templates for all different kinds of jobs, you can get detailed views of progress and priorities using Gantt charts and Kanban boards.
And as you’d expect from a popular tool like Wrike, it also offers automation tools like push alerts, deadline tracking, and custom request forms that automatically assign tasks — a must-have for an efficient workflow.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Team Collaborating $9.80/month $9.80/month Yes Windows, Mac, Android, and iOS Furthermore, through KPI reports, managers have access to insightful data for efficient resource management and allocation. Depending on the type of team or organization—such as marketing teams and professional service teams—the workflow management software also provides a choice of various solutions.
Perhaps the standout feature is the AI Work Intelligence which allows for a tailored app experience, while other notable functions include team and user workload management tools, account-wide work plans, shareable dashboards, and interactive workflow views.
Plus, you can use the Cross-tagging feature to help you avoid file clutter by allowing you to access projects and folders from other locations without having to duplicate them. Additionally, Wrike connects with hundreds of apps to maintain current workflows, and since it’s cloud-based, data access is always possible.
Pricing
As is common practice with the best workflow management software, Wrike offers a reliable free plan for up to two users. With it, you get access to the board and table views, as well as a rare addition to free project management solutions — time tracking.
If you need more features, storage, and users, you can upgrade to one of the many business plans, which start from $9.80/month and include automation features, Gantt charts, and much more.
Pros
- Easy-to-use interface
- Offers a ton of third-party integrations, including Slack and Google Suite
- You can add an infinite number of users to the Enterprise and Pinnacle plans
- One of the best Gantt chart software solutions
Cons
- You’re limited to 10 workflows per space
4. Smartsheet – Top Spreadsheet-style Workflow Tool
Smartsheet is a workflow management tool that allows users to arrange tasks, manage schedules, and create efficient processes. The design is based on the much loved (or hated) Microsoft Excel Spreadsheet and offers a huge variety of customizations and integrations.
For managers who are currently using Google Sheets or Microsoft Excel for workflows and want an improved experience, it’s a popular and highly flexible workflow management software option.
Smartsheet’s ability to automate calculations—even those involving many sheets—is one of its strongest features. Workflow managers may now collect data from many processes and workspaces without having to create intricate calculations thanks to automation.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Spreadsheet Fans $10/month $7/month Yes Windows, Mac, Android, and iOS This workflow tool’s reporting capabilities are powerful, with editable summary reports that can be easily exported to Excel or Sheets. Workflow managers can keep track of significant milestones thanks to the Critical Path feature, which emphasizes all tasks that have a direct impact on a project’s completion deadline.
Custom spreadsheet import, process automation, data visualization, personalized branding, and workflow automation with formula calculations are among the features that make Smartsheet truly stand out, but perhaps the most interesting function is the Excel-style layout.
For those familiar with and well-informed on all things Excel, there’s a satisfying feeling with viewing all your projects and tasks in a spreadsheet-style format, and what makes Smartsheet the best is that it’s highly customizable and allows project managers to tune the sheet however they wish, unlike traditional tools.
Pricing
With Smartsheet, you get four different plans to choose from, including a generous free plan that allows you to create multiple projects and features up to 5 dashboards. You can even integrate it with some of your current tech lineups with apps like Slack and Teams.
That aside, there are 3 paid plans, with prices starting from as little as $7/month, each giving you access to more projects, templates, features, and users.
Pros
- Low/no-code workflow automations
- Offers an excellent alternative to Google or Excel spreadsheets
- Includes workflow process notifications which help keep users on track
- Offers a great free plan and well-priced paid options
Cons
- Can be tricky to navigate if you’re not spreadsheet-savvy
5. Teamwork – Affordable Workflow Management Software
Teamwork is a popular option renowned for being one of the best project management tools, as it provides teams with a simple interface and all the tools they require, greatly reducing the hassles associated with managing projects and all their milestones and assignments.
It incorporates billing and invoicing, making it perfect for organizations that handle client business most frequently. In fact, it also lets you monitor employee time and workload, recognize when deadlines are slipping, and send invoices to clients for billable hours.
In its board view, Teamwork offers Kanban boards — which involve placing cards on a board with a row of vertical columns — with Teamwork, you can customize these columns to track the data valuable to you, from the task, assignee, due date, time spent on a task, etc.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Resource Allocation $8.99/month $5.99/month Yes Windows, Mac, Android, and iOS Although you can represent anything with the columns, many people choose to name them with a process, such as To Do, Doing, and Done. The status of each task is visible to anybody with access to the board.
Your project dashboards are filled with information as you and your team add projects and related information to Teamwork. Each dashboard includes a number of graphs and info boxes that provide updates on the status of your projects.
Plus, it displays to team administrators how many projects have tasks that are due soon, how many tasks are currently allocated to various team members, how much time the team has recently spent working on tasks, and how many of those hours are billable.
Only information relevant to them, such as impending tasks and milestones, time logged, and active tasks allocated to them, is visible to those without admin capabilities.
Pricing
Teamwork has a large range of affordable plans, including an excellent free forever tier, which includes some useful integrations with the likes of Slack and Teams, but it limits the number of users, features, and storage you can access.
Thankfully, there are 4 other plans you can pick from, with prices starting from just $5.99/month, and each planned tailored to seamlessly grow alongside your business:
Pros
- An intuitive design that’s easy to navigate, great for new users
- A top-notch free plan that can be used by small businesses
- Includes built-in time management features
- Can be fully customized to suit your team’s demands
Cons
- You need to have a minimum of 3 users for any of the paid plans
6. Zoho Projects – One of the Most Popular Workflow Tools
Zoho Projects is an excellent workflow automation tool trusted by thousands of businesses. The software has sophisticated capabilities, including Gantt charts and the capacity to simultaneously record billing time for several projects.
Also, Zoho Projects comes with an outstanding selection of communication options, such as live chat boxes, forum pages, and interaction with Zoho Meeting.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Advanced Reports $5/month $4/month Yes Windows, Mac, Android, and iOS Another strength of Zoho Projects is its ability to foster team communication. For instant messaging, the platform has an integrated chat window, and paying users can upload files for streamlined collaboration. In order to preserve information as staff changes, you can also establish forums for specific projects.
What’s truly a standout feature is the integration with the rest of the Zoho ecosystem, which includes an excellent CRM, a helpdesk solution, mail tools, and so much more. This kind of functionality means you can run your whole business on the Zoho network and get the best out of each product.
And as a reputable name in the project management field, Zoho also fosters keeping up to date with intuitive, user-friendly mobile apps, and there’s built-in time tracking which is always a bonus considering that with many, this would require integration.
Pricing
A generous free plan allows you to trial the service, albeit with limited features and users, without paying a penny. It’s great for startups or small businesses with 2-3 users max and allows you to create 2 projects and 3 plans.
For more premium features, you can upgrade to one of two highly affordable feature-rich plans, with a Premium subscription costing just $4/month, making Zoho easily one of the cheapest workflow management tools and one that offers phenomenal value for money.
Pros
- Can integrate seamlessly with the rest of the Zoho network, including the CRM
- Includes fantastic time-tracking features
- Very easy-to-use apps for all devices (including mobile)
- Decent free forever plan for small teams
Cons
- Offers less storage in premium plans than most other workflow management tools
7. Quire – A Great Choice for Beginners
Quire is a centralized project management platform for team collaboration and one of the best around. Teams can exchange files, make changes in real-time, celebrate accomplishments, and work toward goals that are above their current capabilities using Quire.
It’s also the first among project management software solutions to offer a nested Kanban Board and a revolutionary nested task list with endless subtasks and subtask levels provided to let teams break down complex projects as much as what’s needed for easy management.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Nested Lists $7.65/month $7.65/month Yes Windows, Mac, Android, and iOS Teams often struggle to prioritize work because typical to-do lists are too big for them to handle. By breaking down large undertakings into smaller, more manageable segments, Quire increases productivity.
Quire can also be integrated with a number of services, including GitHub, Slack, and Zapier. Then, you can write unique scripts and combine Quire with other programs using the API provided by Quire.
One feature that we really enjoyed was Systemize Clutter, and what this basically does is it creates smart folders for cross-project organization that’ll help you address spontaneous tasks from My Tasks and declutter the complexity of your projects.
Pricing
Quire gives users the chance to try the service without spending any cash with one of the best free plans for up to 10 people and 8 projects – far more than many of the other workflow management tools on this list.
For extra features like Gantt charts, time management, and more integrations, paid plans start at just $7.65/month. These can also be tested thanks to the provider’s 30-day free trial.
Pros
- Simple and intuitive interface that’s ideal for beginners
- Low-priced plan for all businesses
- Offers a vast network of integrations with apps like Quickbooks and Slack
Cons
- No Google Calendar integration could be a deal breaker for Google Suite users
8. Awork – Easy-to-Use Workflow Management Solution
Awork is a top work management tool that’s incredibly popular for teams of any size working together on projects. This is thanks to the seamless collaboration on offer and the intuitive and friendly interface that’s ideal for beginners.
With this tool, you can easily organize your team and manage project coordination in one place. It compiles all tasks and project information in one location, making it accessible from anywhere, whether in a client meeting or at home.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Custom Templates $12/month $10/month Yes Windows, Mac, Android, and iOS Furthermore, project scheduling and your team’s individual calendar are combined by Awork. By doing this, you can always keep track of your team’s workload, who is working on what, and when vacations are planned.
In the incredibly accurate workload overview, free capacity or conflicts in your projects are immediately obvious, which means fewer mistakes are made. Also, by doing this, you can decide right away who can handle urgent tasks and whether you still have time for a new project.
In terms of third-party apps, almost any workflow can be connected to Awork. For apps like Lexoffice, sevDesk, MS Teams, Slack, Google Drive, and other services, direct links are available for seamless cross-app integration. If you need more, you can go through Zapier or the free Rest API.
Pricing
As Awork is a small business, it’s no surprise to see a lack of a free option, as companies like this truly rely on the income of premium plans, but it would’ve been nice to get the option of a free trial.
Instead, there are 3 paid plans, with the cheapest setting you back $10/month per seat, which does place it on the pricier side when compared with other tools on this list.
Pros
- Pleasing user interface with a logical structure
- Provides a detailed, clear overview of tasks allowing for better workflow management
- Strong time-tracking features
Cons
- No free plan or free trial to test the service
- Costs more than Monday but has distinctively fewer features
9. ProWorkflow – Includes Excellent Time Management Features
ProWorkflow is a workflow management solution that places a strong emphasis on visibility and control. Teams get an overview of all ongoing, completed, and upcoming tasks, and they can easily manage projects with the tool’s easy drag-and-drop interface.
One-click replies, Gantt-style timeline overviews, and timesheets, plus integrated time-tracking, means there’s little left to be desired for those who opt for ProWorkflow.
Additionally, you can create reports based on the distribution of workload among your employees. This information can then be used to identify any issues with team members who are overworked.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Task Management $20/month $18/month Yes Windows, Mac, Android, iOS, and Blackberry All of ProWorkflow’s regular features, such as team messaging, time tracking, and task management, are available from any device or location thanks to the company’s dedicated mobile application. Additionally, it includes an open API, making it very effortless to link with well-known third-party business apps.
We also really like that ProWorkflow lets you have as many users as you’d want, unlike other rivals. The maximum number of users per subscription is unrestricted, and you can sign up as a single user at the lower price tier — which is also rare. Platforms like Monday.com require a minimum of 3 users on the starter plan.
Plus, there’s no cap on the number of projects you can track in ProWorkflow, regardless of the pricing tier you choose, but there is a 25 GB or 50 GB file storage cap, and you are free to track as many projects as you like in that area.
Pricing
Yet again, there is no free plan here for users to sink their teeth into, instead, you have to jump into a pretty hefty $18/month to use the service. That said, there’s little need to pay for separate tools through integration, as ProWorkflow comes equipped with all the features you’d need:
Pros
- Offers unlimited projects to users on every plan
- Plans can be used by a single person, with no minimum number
- Great apps for mobile devices
Cons
- No free plan options and expensive paid plans
- Offers fewer integrations than other tools on this list
10. Resource Guru – Great for Remote Workforces
Resource Guru is a workflow management tool that assists busy teams in keeping their projects on schedule. It provides a quick, adaptable approach for both large and small businesses to schedule workers and allocate tasks for any kind of project.
It’s used by project managers and team leaders to increase staff productivity without depleting their energy. It allows them to see the entire team’s schedule on one calendar, create and update appointments quickly, and deal with scheduling issues as they arise.
Best For Cheapest Monthly Plan Cheapest Annual Plan Free Version Compatibility Custom Fields $5/month $4.16/month Yes Windows and Mac You can manage team members, independent contractors, tools, and meeting spaces in one location with Resource Guru. Strong filters make it quick and easy to identify the resources you need, and real-time availability tracking helps you avoid double bookings and excessive workloads.
Vacation, sick days, and other time off are easy to manage, thanks to built-in leave management capabilities. Powerful reports provide information on billable hours, utilization rates, clients, and projects, simplifying project forecasting and budgeting.
With the help of personal dashboards, calendar integrations, and daily schedule emails, team members can keep track of their allocated tasks.
Pricing
Resource Guru offers 3 plans, all of which are incredibly well-priced, which is good as it lacks a free plan. Each plan allows for the creation of unlimited projects, with the storage size being increased with each plan.
Pros
- Tons of integration options
- Clean and intuitive interface
- Great customer support team
Cons
- No free plan
- No apps for mobile devices is a big issue for some businesses
The Best Workflow Management Systems Compared
Now that we’ve dived into the nitty-gritty parts of the reviews, it’s time to have a quick glance at the key details. To help you, we’ve compiled a useful table that highlights the key aspects of each piece of software:
Software Best For Cheapest Monthly Plan (Per User) Cheapest Annual Plan (Per User) Free Version Compatibility Monday Workflow Management $10/month $9/month Yes Windows, Mac, Android, and iOS ClickUp Automating Manual Processes $10/month $7/month Yes Windows, Mac, Android, and iOS Wrike Team Collaborating $9.80/month $9.80/month Yes Windows, Mac, Android, and iOS Smartsheet Spreadsheets $10/month $7/month Yes Windows, Mac, Android, and iOS Teamwork Resource Allocation $8.99/month $5.99/month Yes Windows, Mac, Android, and iOS Zoho Projects Advanced Reports $5/month $4/month Yes Windows, Mac, Android, and iOS Quire Nested Lists $7.65.month $7.65.month Yes Windows, Mac, Android, and iOS Awork Custom Templates $12/month $10/month No Windows, Mac, Android, and iOS ProWorkflow Task Management $20/month $18/month No Windows, Mac, Android, and iOS Resource Guru Custom Fields $5/month $4.16/month No Windows and Mac How to Choose the Best Workflow Tool for Your Business
The workflow management software market is awash with a ton of different providers all vying for your business – so knowing how to choose the best PM solution and what to look out for can be confusing. To assist, we’ve compiled a list of key factors you should look for when deciding which is the best tool for you.
Features
The workflow automation solution you choose becomes a crucial component of your company. Therefore, it’s crucial to consider what features you get for the price, as some features, like time tracking or certain integrations, are only available on higher-tier plans.
Some features you should look for that are crucial to a good workflow tool are collaboration tools, such as shared docs, in-app communications, and real-time annotations and mentions. Others include role-based access control, process management, KPI reports, and analytical tools.
Pricing
You should never pick your software based solely on pricing, as the cheapest isn’t likely going to cut it for you. On the other hand, the most expensive doesn’t exactly mean it’s the best choice either. Instead, look for a provider that has a good feature-to-price ratio and go from there.
Here, it also depends on several factors. Besides the number of users increasing the costs, you’ll want to make sure that the features you need are available on the plan you find doable for your budget. Some, like ClickUp, offer time tracking for free, whereas others have this in a paid plan or as an integration option.
Users
As we touched on above, it’s important to plan how many people will be using the workflow automation software. The tool might be used by everyone in the company or just a few individuals, maybe even by external parties.
All the best workflow management software solutions have a cap on the number of users you can onboard on each plan, so this is super important to consider before choosing the one for your team. This makes it as important to keep your company’s expansion and scalability in mind too.
Ease-of-Use
It’s important to automate workflows so that workers won’t have to spend a lot of time on the same task. Therefore, it’s vital that you take into account how user-friendly the workflow automation software you choose is for your personnel; otherwise, you risk making an expensive software error.
Automating mundane tasks like project alerts for when someone gets a task assigned to them, it needs to be reviewed, or it’s done; this prevents unnecessary back-and-forth and streamlines your workflow. Often, automation is limited to paid plans.
Integrations
Businesses nowadays already use tools and apps as a part of routine operations. In such a situation, it’s crucial to understand whether the new workflow management solution you purchase can be linked with the tools your business already uses.
Integration is essential in the age of automation, as all your day-to-day operations will go more smoothly if all the tools cooperate. For example, if your team uses Slack for communication, having Monday send automatic alerts to channels depending on project progress is helpful.
What’s the Best Free Workflow Management Software?
If you’re a small business or startup or perhaps new to the world of workflow management, it would be worth trying one of the free plans on offer by one of the top free project management tools on this list.
Whilst we’d always recommend signing up for a paid plan to access all the features, integrations and remove any user restrictions, they can be a good way to test the service before you buy. Here are the top options compared head-to-head:
Software Max Number of Users Paid Starting Plan Price Top Free Features 2 Users
$9/user/month
1. Gantt Charts
2. Monday Workdocs
3. Kanban View
Unlimited
$5/user/month
1. Unlimited Tasks
2. Native Time Tracking
3. Two-Factor Authentication
Unlimited
$9.80/user/month
1. Live Editor
2. Email Integration
3. Activity Stream
Once you’re happy with the tool of your choice, you can sign up for a paid plan. Our top choice, Monday, offers a 30-day free trial on its paid-tier plans, and after that, you can get started for just $9/user/month.
Conclusion | What’s the Best Workflow Management Tool to Use in 2024?
The best workflow management tools ensure productivity and efficiency and help assist in eliminating task duplication. Teams can use them to streamline work processes that help them work more productively, and they can even be used to automate mundane tasks, saving you time.
All the providers on this list do this and more, as they include key project management features, as well as nifty extras like billing and time-tracking, amongst many others. Plus, they can link to your current tech lineup to help automate and streamline your work processes.
If you’re looking for the best workflow management software, we suggest trying Monday, with prices starting from just $9/month. Test the service with the generous free plan or try out the paid options with the lengthy 30-day free trial.
FAQ
What is the best workflow management platform?
Monday is the best workflow management platform right now, thanks to its user-friendly interface and seamless integration with the rest of the Monday network, like the excellent CRM. You even get a decent free plan, but there are some slight issues we found with it, as we discuss in-depth here.
Does Google have a workflow tool?
Yes, you can create workflows with Google Suite via Docs or Sheets, but it lacks the advanced features of the providers we review here. As such, we’d recommend using a specialized tool like Monday, which offers workflow templates and excellent collaborative features.
How do I choose a good workflow software?
You ideally want workflow software to be user-friendly so that your whole team can get the best out of it. Also, aspects like features, pricing, and integrations are all important for the best tools. Our top choice, Monday, offers all the above in abundance, but see our in-depth comparison before choosing one.
Who uses workflow software?
Every successful business is likely to use some form of workflow management software, as it allows them to streamline processes and cut out any potential errors in workloads and task completion.
What are the 3 basic workflow management practices?
Process mapping, task management, and performance tracking are the three basic workflow management practices. The tools we review and compare here let you effortlessly handle all three.
Our Editorial Process
The Tech Report editorial policy is centered on providing helpful, accurate content that offers real value to our readers. We only work with experienced writers who have specific knowledge in the topics they cover, including latest developments in technology, online privacy, cryptocurrencies, software, and more. Our editorial policy ensures that each topic is researched and curated by our in-house editors. We maintain rigorous journalistic standards, and every article is 100% written by real authors.William Baxter Junior Tech Editor
View all posts by William BaxterWilliam is a tech writer based in the United Kingdom who has been working in the industry since 2020. He started his career as a journalist, working for a large UK national paper, before moving aboard to Lithuania to work for various Fintech organisations. Additionally, William previously worked for the reputable cybernews website.
With a strong interest in technology, he is well-versed in areas such as cybersecurity, spy apps, CRM, VoIP, and EOR. His knowledge in this sector continues to grow as he consistently crafts reviews, guides, and top tech tips and tricks for his audience.
Trust his reliable insights to stay informed in the ever-evolving world of technology.
More Business Software GuidesView all
Latest News
Elon Musk to Move X and SpaceX Headquarters from California to Texas
On Tuesday (July 16), Elon Musk announced that he’s moving the headquarters of his companies X and SpaceX from California to Texas. While SpaceX is moving to Starbase (a company...
AI Startup Anthropic and Menlo Ventures Join Hands to Launch a $100 Million Startup Fund
AI startup Anthropic and its biggest investor Menlo Ventures are launching a $100 million startup fund that will be used to back new startups. Menlo will supply the cash to invest...
REGULATION & HIGH RISK INVESTMENT WARNING: Trading Forex, CFDs and Cryptocurrencies is highly speculative, carries a level of risk and may not be suitable for all investors. You may lose some or all of your invested capital, therefore you should not speculate with capital that you cannot afford to lose. The content on this site should not be considered investment advice. Investing is speculative. When investing your capital is at risk. Please note that we do receive advertising fees for directing users to open an account with the brokers/advertisers and/or for driving traffic to the advertiser website.
Crypto promotions on this site do not comply with the UK Financial Promotions Regime and is not intended for UK consumers.
© Copyright 2024 The Tech Report Inc. All Rights Reserved.
Scroll Up