Workflow Software

Workflow Software Overview

Workflow software automates and tracks a series of related activities that support a defined task. The software controls the sequence of events and coordinates the interaction between staff and work activities. It helps ensure that business and organizational processes are being conducted correctly and in the most efficient manner possible. The software allows managers to define, monitor, and oversee tasks and evaluate their related processes.

A workflow organizes and prioritizes a series of operations that consist of automated or manual triggers, rules and conditions, and actions. Multiple workflow tools can be combined into a single application that supports a business goal. Most workflow software products do not require coding to take advantage of their features. They support sequential and parallel workflows and provide portals for convenient collaboration

Workflows can be categorized as:

System-centric – most of the tasks are handled by systems and machines, minimizing, or eliminating human intervention

Human-centric – workflow activities that are primarily conducted manually

Document-centric – tasks that revolve around data or documents

Workflows can be customer or employee-facing and are used by a variety of industries and organizations including IT, HR, financial services, manufacturing, sales and marketing, and customer service.

Machine learning and Artificial Intelligence features are used to design workflows with limited human intervention required. Chatbots are being incorporated into workflow software to help create new tasks and automate new workflows.

Workflow Software vs. BPM and ECM

Workflow management is closely related to process management. Workflows are the building blocks of business processes. A workflow is a sequential set of activities required to complete a task. A process is a series of repeatable actions to achieve a goal. Workflow software automates workflow management, while BPM (Business Process Management) software streamlines business processes and their workflows to create an agile and efficient business. Workflow management orchestrates a sequence of tasks for a specific process. BPM manages multiple workflows and business processes. ECM (Enterprise Content Management) Software improves workflows creating more effective business processes.

Top Rated Workflow Products

TrustRadius Top Rated for 2021

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Workflow Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Workflow Products

(1-25 of 113) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.
monday.com

monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.…

Key Features

  • Task Management (1154)
    92%
    9.2
  • Team Collaboration (1138)
    91%
    9.1
  • Resource Management (1001)
    81%
    8.1
Airtable

Airtable

Customer Verified
Top Rated

Airtable is a project management and collaboration platform designed to enable content pipelines, product management, events planning, user research, and more. It combines spreadsheet,database, calendar, and kanban functionality within one platform.

Key Features

  • Team Collaboration (204)
    89%
    8.9
  • Task Management (187)
    85%
    8.5
  • Resource Management (182)
    83%
    8.3
Nintex Process Platform

Nintex Workflow is a process management and workflow automation solution. It is designed for integration with Microsoft Office 365 and Sharepoint, Adobe, Salesforce, Servicemax, and Box among other third-party software.

Key Features

  • Process designer (168)
    84%
    8.4
  • Form builder (170)
    84%
    8.4
  • Business rules engine (150)
    74%
    7.4
Formstack Forms

Formstack is an online form building solution. Its drag-and-drop web form creator gives digital marketers a tool for online data collection and engagement. Users can collect payments and pass form data to popular marketing apps through third-party integrations. With Formstack, users…

Key Features

  • Custom logo/branding (58)
    100%
    10.0
  • Data export (59)
    95%
    9.5
  • Multiple question types (58)
    95%
    9.5
Comindware Tracker

Comindware Tracker is a business process management software centered on worklows to build automations. Comindware Tracker implements a drag-and-drop interface along with Excel-style rules and forms.

Creatio

Creatio

Customer Verified
Top Rated

Creatio is a provider of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace…

Key Features

  • Drag-and-drop Interfaces (24)
    93%
    9.3
  • Platform Scalability (24)
    91%
    9.1
  • Platform User Management (25)
    91%
    9.1
Workato

Workato is a cloud or on-premise automation and integration platform with enterprise-grade capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300 business applications and enables task automation across apps.

Key Features

  • Connector modification (33)
    68%
    6.8
  • Pre-built connectors (35)
    65%
    6.5
  • Monitoring console (35)
    60%
    6.0
SAP Extension Suite (formerly part of SAP Cloud Platform)

The SAP Extension Suite (formerly known as part of SAP Cloud Platform) enables businesses to rapidly build and enhance applications, processes and experiences. The suite helps businesses be agile and flexible while extending the value of their applications. Simplify cloud application…

Kissflow

KiSSFLOW is a cloud-based business process management and workflow management software designed to enable users to create an unlimited number of automated business applications with a through a simple user interface.

Key Features

  • Standard reports (17)
    80%
    8.0
  • Custom reports (17)
    70%
    7.0
  • Dashboards (19)
    70%
    7.0
SmartSuite

SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks. SmartSuite helps coordinate people and work across all levels of an organization to ensure…

Key Features

  • Task Management (18)
    92%
    9.2
  • Team Collaboration (18)
    92%
    9.2
  • Support for Agile Methodology (18)
    91%
    9.1
Microsoft Power Automate (formerly Microsoft Flow)

Microsoft Power Automate (formerly Microsoft Flow) enables employees to create and automate workflows and tasks across multiple applications and services without help from developers. Microsoft Power Automate includes capabilities from the former Softomotive, which was acquired…

PowerApps

PowerApps is a low code / rapid application development product from Microsoft that allows users to quickly build apps.

Key Features

  • Platform Security (11)
    96%
    9.6
  • Visual Modeling (11)
    86%
    8.6
  • Drag-and-drop Interfaces (11)
    74%
    7.4
Zoho Creator

Zoho Creator is a low-code application development platform for building enterprise-class applications that run on mobile, tablet, and web. It is designed to allow users to create custom forms, configure workflows, build pages, and deploy apps quickly.

Pipefy

Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.

Process Street

Process Street in San Francisco offers their application which allows teams to create simple recurring checklists, collaborate around them and track as they’re completed.

Skuid

With Skuid’s front-end rapid application development platform, anyone can create made-to-order applications quickly and with minimal code. The vendor says more than five million users across 32 countries use Skuid to engage with each other, with their data and with new customers…

Kintone

Kintone is designed to help users build business applications and database apps faster and easier with its agile, no-code application as a service (aPaaS). kintone's open API can be used to connect the tools and services a company is already using in order to have a centralized, 360-…

ServiceNow Now Platform

The ServiceNow Now Platform is a digital workflow building and extension tool for ServiceNow featuring a number of low-code / no code tools.

Flokzu Cloud BPM

Flokzu is a cloud-based, agile business process management tool. It provides a low-code environment for supporting various tasks from bug reporting and lead development to customer support and incident analysis.

BP Logix Process Director

BP Logix Process Director is a .NET-based business process management and workflow automation software offering users the ability to build workflow automation, smart forms and reusable business rules without programming or coding. The software is web-based and mobile capable.

GoCanvas

GoCanvas in Reston offers their suite of electronic forms applications to entities in manufacturing, professional services, retail, wholesale, healthcare, and other areas, emphasizing pre-built templates and the ability to customize forms to suit your specific needs, boasting automated…

Claromentis

Claromentis provides organisations with a digital workplace to share information, boost productivity, connect staff, and collaborate. Starting life in the same year that Google.com was registered as a domain, Claromentis has evolved over the past 20 years to design and deliver intranets…

airSlate

airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.

CoreIntegrator Workflow

CoreIntegrator in Hummelstown provides AP Automation, built on the CoreIntegrator Workflow platform their solution provides organizations with made-to-order forms and workflows to meet purchasing workflow needs. Automate the Purchasing Department by streamlining Purchase Requisition,…

Bizagi Digital Business Platform

The Digital Business Platform from Bizagi is a rapid process automation platform for enterprises. The solution is comprised of three components: Bizagi Modeler, Bizagi Studio and Bizagi Engine.

Learn More About Workflow Software

What is Workflow Software?

Workflow software automates and tracks a series of related activities that support a defined task. The software controls the sequence of events and coordinates the interaction between staff and work activities. It helps ensure that business and organizational processes are being conducted correctly and in the most efficient manner possible. The software allows managers to define, monitor, and oversee tasks and evaluate their related processes.

A workflow organizes and prioritizes a series of operations that consist of automated or manual triggers, rules and conditions, and actions. Multiple workflow tools can be combined into a single application that supports a business goal. Most workflow software products do not require coding to take advantage of their features. They support sequential and parallel workflows and provide portals for convenient collaboration

Workflows can be categorized as:

System-centric – most of the tasks are handled by systems and machines, minimizing, or eliminating human intervention

Human-centric – workflow activities that are primarily conducted manually

Document-centric – tasks that revolve around data or documents

Workflows can be customer or employee-facing and are used by a variety of industries and organizations including IT, HR, financial services, manufacturing, sales and marketing, and customer service.

Machine learning and Artificial Intelligence features are used to design workflows with limited human intervention required. Chatbots are being incorporated into workflow software to help create new tasks and automate new workflows.

Workflow Software vs. BPM and ECM

Workflow management is closely related to process management. Workflows are the building blocks of business processes. A workflow is a sequential set of activities required to complete a task. A process is a series of repeatable actions to achieve a goal. Workflow software automates workflow management, while BPM (Business Process Management) software streamlines business processes and their workflows to create an agile and efficient business. Workflow management orchestrates a sequence of tasks for a specific process. BPM manages multiple workflows and business processes. ECM (Enterprise Content Management) Software improves workflows creating more effective business processes.

Workflow Software Features

Workflow software tools will include many of these features.

  • Workflow configuration - define, sequence, automate, and modify custom workflows
  • Workflow engine for triggers, business rules, conditions, and actions
  • Workflow templates
  • Track and review workflow activities
  • Create custom sequential or parallel workflows
  • Graphic workflow builder, drag and drop
  • Form designer, custom forms
  • Task checklists and assignments
  • Document and forms management
  • Manage multiple tasks in parallel
  • Process approval controls
  • Individual and group role-based access for access, activities, and approvals
  • Collaboration portals and tools
  • Real-time workflow status monitoring and alerts
  • Metrics, analytics, dashboards, and reporting
  • Calendar management, integration with calendaring solutions
  • Data import and exporting
  • Cloud-based and on-premises options
  • Mobile access, tablet, desktop support

Workflow Software Comparison

Consider the following when purchasing workflow software.

Scale: Large-scale operations should consider products that are scalable, flexible, and offer advanced features. Small to mid-size businesses should consider products that are cloud or web-based, which make for a less costly deployment, and minimize the need for in-house IT support.

Business Process Improvement: Software that provides robust metrics, analytics, and reporting features offers insights into bottlenecks, redundancies, and team performance. This information enables managers to streamline their operations and improve productivity.

Ease of Use: To readily take advantage of these tools, select products that are user-friendly, provide graphical interfaces, make it easy to create and update custom workflows, and do not require coding.

Pricing Information

User-based monthly pricing usually begins around $10 a month and can exceed $50 a month. Some products are licensed by the month ranging from $900 to over $2,500 a month, others are priced by the number of workflows supported. Enterprise solutions usually require a price quote. Free trials are available.

More Resources

These additional resources from TrustRadius offer more information on workflow software:

Frequently Asked Questions

What is the difference between workflow management software and business process management (BPM)?

Workflow management focuses on a sequence of tasks for one specific process. BPM allows you to manage multiple workflows and business processes.

What are the benefits of using workflow software?

Workflow software is useful for improving efficiency and reducing the frequency of errors. It can also improve time management.

How much does workflow software cost?

The price of workflow software depends on the number of users, ranging from $9/user/month to $60/user/month. Some vendors use automated workflows to determine a subscription fee, starting at $500/month for up to 5 workflows.

What is the best workflow software?

The workflow software with the most reviews on TrustRadius is monday.com. Airtable is another workflow software that received positive reviews from small business and mid-size companies.