10 Best Free Workflow Software For Small Teams In 2024
10 Best Free Workflow Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Get free help from our project management software advisors to find your match.
If you want to automate repetitive tasks and improve efficiency, but need to figure out which tool will allow you to do it for free, you're not alone. There are countless workflow tools that offer free trials and free versions, catering to users like you and your team. However, the high demand has also created a huge market, which can make the selection process overwhelming and time-consuming.
In this post, I'll help simplify your choice by leveraging my personal experiences using dozens of different tools with startups and small teams to recommend the best free workflow software. I'll highlight each tool's top features, best use cases, and pricing to help you find the best fit.
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The 10 Best Free Workflow Software Comparison Chart
Here is a convenient table with all the tools we just discussed, so you can compare them. If you want to expand your research, we have additional options below this table.
| Tools | Price | |
|---|---|---|
| monday.com | From $8/user/month (billed annually) | Website |
| Process Street | From $100/month (billed annually) | Website |
| ClickUp | From $7/user/month | Website |
| Jira | From $7.16/user/month (billed annually, min 5 seats) | Website |
| Pneumatic Workflow | From $99/month (unlimited users) | Website |
| Miro | From $8/user/month (billed annually) | Website |
| Qntrl | From $8/user/month | Website |
| Jotform Workflows | From $34/month (billed annually) | Website |
| Jotform | From $34/month (billed annually) | Website |
| FigJam | From $15/seat/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose Free Workflow Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Will this software grow with your team’s needs? |
| Integrations | Does it connect with the tools your team already uses? |
| Customizability | Can you tailor workflows to suit your team’s processes? |
| Ease of Use | Will your team be able to adopt the software quickly? |
| Budget | Does the software meet your cost constraints for the long term? |
| Security Safeguards | Does the software provide the necessary protection for your data? |
| Collaboration Features | Does the software support smooth teamwork and communication? |
| Mobile Access | Can you manage workflows on the go? |
| Value | Does the software's free version offer all the features you need? |
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Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Free Workflow Software Reviews
Here’s a brief description of each free workflow platform to showcase each tool’s best use case and noteworthy features.
monday.com is a no-code tool that helps you create spreadsheet-like tools for project management. It is highly customizable which makes it possible to create workflows for multiple different use cases.
Why I picked monday.com: Building task workflows is easy. You can start by creating a new project and adding tasks to it. Then, add columns for things like due dates, timelines, assignees, and priorities. And while it’s possible to start from scratch when creating workflows, you can also choose from one of the hundreds of existing templates and customize them to your needs.
Finally, it's easy to automate tasks, too! Just use the workflow automation builder to choose triggers and actions. An example of this is starting the approval process as soon as a task has been marked as done by alerting relevant people.
monday.com Standout Features & Integrations
Features include embedded documents, whiteboard collaboration, guest access, custom fields, unlimited boards, templates, and collaborative documents.
Integrations include Google Drive, Google Calendar, Slack, Jira, GitHub, Gmail, Trello, Typeform, Dropbox, and many more, accessible via Zapier.
Monday.com’s free plan lets you create unlimited boards and docs. You also get access to a mobile app for Android and iOS users. However, you can only collaborate in teams of up to two people. This means the free version is only really useful for freelancers and very small businesses.
Process Street is a software that provides checklist, workflow, and standard operating procedure (SOP) solutions for businesses.
Why I picked Process Street: Process Street has an intuitive, no-code platform that allows for easy creation, tracking, and optimization of workflows. The software’s drag-and-drop interface simplifies the process of designing and managing workflows, making it accessible even for non-technical users. Small businesses benefit from features like task assignments and automated workflows, which ensure tasks are completed efficiently and consistently.
Additionally, the ability to create detailed Standard Operating Procedures (SOPs) helps maintain quality and compliance across operations. The platform’s conditional logic also allows workflows to adapt dynamically based on specific triggers, providing flexibility and efficiency in handling various business scenarios.
Process Street Standout Features & Integrations
Features include workflow templates, role-based permissions, collaborative editing, workflow scheduling, audit trails, data import/export, customizable branding, automated approvals, API access, and detailed analytics.
Integrations include Salesforce, Slack, Google Sheets, Zapier, Trello, Asana, Microsoft Teams, Dropbox, Box, Airtable, HubSpot, Jira, Monday.com, GitHub, WordPress, and Intercom.
Process Street offers a 14-day free trial with access to pro plan features.
ClickUp has powerful task management and workflow builder features. Use these to plan and manage your entire project from start to finish. Break projects down into tasks and then assign them to relevant people.
You can also add more information to tasks as well as checklists, dependencies, and more. The tool has built-in collaboration features such as comments and real-time chat which makes collaboration easy.
ClickUp excels due to the many available views that help you keep track of everything once projects are up and running. The free plan gives unlimited uses of the list, board, calendar, and table views as well as limited use of Gantt charts and timelines for project visualization.
You can create five projects with unlimited tasks for unlimited members. And each free plan comes with 100 MB of storage and access to support.
But you miss out on advanced project management features, cloud storage integrations, and the ability to use Single Sign-On—a feature that makes it easy for team members to create accounts using Google account details. Paid plans start at $9 per user per month.
Jira is a robust project management solution developed by Atlassian. It’s built based on agile frameworks and methodologies and is well-suited to the needs of business and software teams.
Why I picked Jira: I decided to include this platform on my list because of its suitability for business and software development projects. It offers Kanban and Scrum boards, sprint planning, and agile reporting tools, as well as code review and issue tracking features.
When it comes to workflow management, you can set up a customized version of whatever stages you need to go from ‘not yet started’ to ‘done’. The freemium plan boasts unlimited project boards and can work for teams of up to 10 people. Issues can be assigned to team members, due dates set, and custom fields outlined for a more custom experience.
Jira Standout Features & Integrations
Features include Scrum and Kanban boards, reporting dashboards, customizable workflows, drag-and-drop automation, bug tracking, DevOps visibility, dependency tracking, and capacity planning.
Integrations include thousands of apps available through the Atlassian marketplace, like Adobe, Confluence, Drobbox, Figma, Google Workspace, InVision, Microsoft, Miro, Slack, Trello, Zendesk, and Zoom.
A free plan is available for teams of up to 10 people, and includes unlimited project boards.
Best for unlimited workflows within their free-forever plan
Pneumatic Workflow is a free workflow software that allows helps small teams create and manage workflows quickly and easily through its intuitive drag-and-drop interface and pre-built templates.
Why I picked Pneumatic Workflow: You can use it to create custom workflows tailored to your needs, and collaborate with your colleagues on projects in real-time from anywhere worldwide.
Its powerful analytics tools will give you valuable insights into your project performance by tracking task completion times. This data can identify bottlenecks in your workflow process so you can make adjustments accordingly, helping you complete your projects on time and within budget.
Pneumatic Workflow’s task management features include the ability to assign tasks with due dates, manage assignees, identify task dependencies, and flag priorities. You can view and organize tasks according to their status on their built-in task boards. Recurring tasks can also be created so that repetitive tasks are taken care of automatically without manually entering them each time. This feature helps keep teams on track without constant reminders or manual input.
Pneumatic Workflow also offers advanced automation capabilities that allow you to build complex workflows by connecting different actions with simple drag-and-drop functionality. You can create custom rules that trigger automated tasks based on certain conditions, such as when an individual completes a job, or a deadline is approaching. This feature helps maximize efficiency by automating mundane and repetitive tasks so employees can focus on more important matters.
Pneumatic Workflow Standout Features & Integrations
Features include workflow tools, templates, shareable kick-off forms, conditional logic, a WYSIWYG editor, file versioning, and comment threads to help team members quickly communicate with one another about changes or updates they have made on any given project.
Integrations are available through third-party connections using Zapier and Make. Additionally, you can build custom integrations using the Pneumatic API.
Miro is a free workflow software that suits small teams looking for a visual and interactive platform.
Why I picked Miro: I selected Miro for this list because it supports the import of existing charts from platforms like Visio and Lucid, enabling teams to expand and refine their projects within Miro's versatile environment. The platform's infinite canvas also provides an expansive area for mapping out detailed and intricate workflows. Miro additionally stands out for its capacity to facilitate a rich expression of ideas, incorporating diverse elements such as text, images, videos, and brand elements into workflows for clear legends and color coding.
Miro also facilitates real-time communcation through tools like voting, stickies, and comments. Moreover, Miro integrates with project management applications such as Notion and Asana, allowing for seamless incorporation of visual workflows into daily tasks. This setup promotes clarity and teamwork in hybrid work environments.
Miro Standout Features & Integrations
Features include over 1,000 templates including mind maps, Kanban boards, Gantt charts, product wireframes, research boards, and flowcharts, as well as quick diagram tools, and TalkTrack, which allows users to record process explanation videos that can be viewed asynchronously.
Integrations include Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Confluence, Monday.com, Azure, and Webex. Some integrations are limited to paid plans only.
Miro is free to use for unlimited members with up to 3 editable boards.
Pros and cons
Pros:
- Built-in communication features for streamlined collaboration
- Intuitive and easy setup
- Free forever plan available
Cons:
- Free version does not allow high-quality export to pdf
- Zooming can be jumpy on larger projects
- Visitor/guest accounts locked to paid plans only
Qntrl
Best workflow orchestration software that scales with growing automation needs
Qntrl is a workflow orchestration software developed by the Zoho Corporation. It is a privacy-focused solution that enhances control, visibility, and automation of business processes.
The software provides individual users and teams with complete control and visibility over their operational processes. This workflow orchestration tool is tailored to give users access to customized work views, centralized request submissions, and real-time updates. The software has an automation functionality that enables staff members and team leaders to automate recurring or repetitive work within a specific process. Additionally, businesses can leverage the workflow software solution to process and assign requests without requiring any human/manual intervention and then generate documents automatically.
The software is well-suited for users responsible for managing and overseeing different processes for their company, department, or team. It helps users optimize and streamline their workflows by providing the tools that allow them to orchestrate complex processes and turn those into straightforward tasks that are then allocated to different team members. While the software is suitable for mid-market and large organizations, it services small businesses and startups through its robust free plan functionality. Small teams can upgrade to a premium plan as their automation needs scale.
Jotform Workflows is a no-code automation tool that allows users to create customized workflows for efficient task and data management. It automates repetitive tasks, integrates forms, and uses conditional logic to trigger actions based on inputs.
Why I picked Jotform Workflows: Jotform Workflows stands out primarily due to its no-code, drag-and-drop interface. This feature makes it accessible to users regardless of their technical expertise, enabling the easy creation and management of workflows. Additionally, the software's availability of over 200 customizable templates is particularly beneficial, as it caters to a variety of needs, such as employee promotions and expense reports. This extensive template library significantly reduces the time spent on repetitive tasks, allowing users to dedicate more time to strategic activities.
Jotform Workflows Standout Features & Integrations
Features include approval workflow builders, automated notifications, real-time collaboration, analytics and reporting, progress tracking, streamlined task management, payment requests, automated approval processes, and white labeling.
Integrations include Microsoft Teams, Zoom, Slack, PayPal, Square, HubSpot, Dropbox, Mailchimp, Salesforce, and ActiveCampaign.
Jotform Workflows offers a free plan.
Jotform Enterprise is a form building tool that provides a useful and versatile freemium plan suitable for the needs of small teams.
Why I picked Jotform Enterprise: I chose to include this software on my list because it can facilitate a consistent workflow for data collection. You can create forms to collect information from employees, clients, prospects, or other groups of people as needed. This can be used for gathering feedback, contact information, and even e-signatures, making it a highly flexible solution for various workflows at your business.
Templates are available in the software to help speed up the form creation process. White labeling and local data residency are available with paid plans, adding a level of customization. Several pricing tiers are available in case you decide to upgrade as your business scales.
Jotform Enterprise Standout Features & Integrations
Features include a simple form builder, templates, e-signature, custom fields, custom branding, local data management, and more.
Integrations include Box, OneDrive, Airtable, Google Drive, PayPal Business, Google Sheets, Google Calendar, Slack, HubSpot, monday.com, and other apps.
The free plan allows you to build up to 5 forms, and collect up to 100 monthly submissions. Paid plans start from $39 per user, per month and come with additional features and capacities.
FigJam is a collaborative whiteboard platform that can be used for project management, workflow mapping, roadmapping, and other work management purposes.
Why I picked FigJam: This is a unique workflow software because workflow mapping is just one among many use cases for this tool. The virtual whiteboard works much like a physical one, but with plenty of features and options to customize it to meet your needs. It's a visual and interactive interface that is so flexible it can be used to support all kinds of team needs. That said, it's also a user-friendly and intuitive platform that's accessible and easy to navigate.
You can select from various elements, like post-it notes, shapes, arrows, lines, comments, images, and video to build a flowchart in the whiteboard. Several pre-built templates are also available, making it easy to setup your workflows quickly and customize them to fit your business processes. Templates for brainstorms, team meetings, project management, and more are also available.
FigJam Standout Features & Integrations
Features include pre-built project management templates, audio and live chat, stamp and emoji reacts, external collaborator access, calendar and timeline widgets, bitmoji avatars, music player, and mobile app.
Integrations include Figma, Microsoft Teams, Asana, Jira, Mixpanel, and Github.
What's Free: A free plan is available with unlimited users and up to 3 FigJam files.
Other Free Workflow Software
Here are a few more free workflow management solutions that didn’t make the top list, but worth considering if you want to expand your research.
Selection Criteria for Free Workflow Software
When selecting the best free workflow software to include in this list, I considered common buyer needs and pain points like limited budgets and the necessity for seamless team collaboration. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Automate task assignments
- Manage deadlines
- Collaborate with team members
- Track project progress
- Share files and documents
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- Integrations with third-party tools
- Support for mobile apps
- Customizable workflows
- Real-time notifications
- Analytics and reporting
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Intuitive drag-and-drop interfaces
- Easy-to-navigate dashboards
- Minimal setup for common tasks
- Customization without complexity
- Quick access to frequently used tools
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Step-by-step product tours
- Extensive tutorials
- Interactive walkthroughs
- Pre-built workflow templates
- Access to live or recorded webinars
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- Live chat support
- Detailed knowledge base articles
- Quick email response times
- 24/7 support availability
- Active community forums
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- A fully functional free tier
- Transparent pricing for paid tiers
- Amount of free features as compared to competitors
- Affordable upgrade options
- No hidden fees or extra costs
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Feedback highlighting ease of use
- Positive experiences with customer support
- High ratings on value for money
- Satisfaction with core features
- Scalability for growing teams
Trends in Free Workflow Software for 2024
In my research, I sourced countless product updates, press releases, and release logs from different free workflow software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Powered Task Recommendations: Workflow management software is increasingly incorporating AI to suggest task prioritization, deadlines, and team assignments based on historical data and patterns. This can help teams optimize their workflows and make smarter decisions faster.
- Low-Code Workflow Builders: Free workflow management tools often offer low-code or no-code workflow designer tools, which allow users to build custom workflows without needing deep technical skills. This trend enables more teams to create tailored business workflows that fit their unique processes.
- Data-Driven Insights: Automated workflow software is increasingly integrating with data analytics to provide insights on productivity bottlenecks, resource allocation, and task completion rates. This helps teams optimize their business workflow management using real-time data.
- Cross-Department Collaboration: More free workflow solutions are focusing on breaking down silos between departments by offering features that allow marketing workflow management software, content workflow software, and project management tools to coexist on a single platform.
- Gamification Elements: Some workflow automation software platforms are now incorporating gamification features, such as task completion rewards and team performance metrics, to encourage engagement and foster a more dynamic work environment across teams using workflow tracker tools.
What is Free Workflow Software?
Free workflow software is software that helps teams manage their workflows without having to pay a license fee. It is typically available in the cloud, so it can be accessed from anywhere with an internet connection.
This software typically offers a variety of features, such as task management, Kanban boards, GANTT charts, collaboration tools, and reporting and analytics. This type of software can be used by teams of all sizes to improve efficiency, visibility, and collaboration.
Features of Free Workflow Software
When selecting free workflow software, keep an eye out for the following key features:
- Task automation: Automatically assigns tasks, sets deadlines, and triggers actions to streamline workflow management.
- Customizable workflows: Allows users to create and modify workflows tailored to their specific business processes using workflow designer online tools.
- Collaboration tools: Enables team members to work together in real-time, share files, and leave comments, enhancing team workflow management.
- Reporting and analytics: Provides insights into project progress, task completion rates, and bottlenecks through detailed reports and data analytics for effective workflow management.
- Template library: Offers pre-built templates for common business processes, allowing users to quickly implement standardized workflows.
- Mobile access: Ensures the workflow management app is accessible from mobile devices, enabling users to manage tasks and track progress on the go.
- Integration capabilities: Connects with other workflow tools and third-party apps to enhance overall workflow management and streamline business operations.
- User permissions: Allows administrators to assign different access levels and permissions to users, ensuring data security and efficient work flow management.
- Drag-and-drop interface: Simplifies workflow creation and modification with an intuitive drag-and-drop interface common in workflow automation platforms.
- Notifications and alerts: Keeps teams informed with automatic notifications and alerts when tasks are updated or deadlines are approaching in the workflow management system software.
Paid versions of workflow software offer advanced features not available in free plans. These include more customizable workflow automation tools and higher levels of customer support, including faster response times. Paid plans typically remove limits on users or projects, making them ideal for larger teams. They also provide enhanced reporting and analytics options, such as custom reports, and offer stronger security features like advanced user permissions and compliance tools.
Benefits of Free Workflow Software
Implementing free workflow software can provide several benefits for your team and your business. Here are a few you can look forward to:
- Improved task organization: Workflow tools can help keep tasks and projects organized in one place, making it easier to track progress and deadlines.
- Increased team collaboration: With workflow management software, teams can easily collaborate by sharing updates, files, and comments in real time.
- Time-saving automation: Many workflow programs include basic automation features that handle repetitive tasks, saving time and reducing manual work.
- Easier project tracking: Online workflow management systems give you clear visibility into project timelines, so you can track progress and spot potential issues early.
- Access from anywhere: Online workflow software allows your team to work and manage projects remotely, improving flexibility for distributed teams.
- Cost-effective solution: Free versions of workflow management applications provide essential tools without the need for a paid plan, helping small teams or startups reduce costs.
- Scalability for growing teams: Workflow manager software in its free version can still grow with your team, supporting more users and tasks without switching platforms.
Paid versions of workflow software usually offer advanced features not found in free versions. These include unlimited users, more storage, and premium integrations with third-party apps like CRMs and accounting tools. Paid plans also provide advanced automation, detailed analytics, and priority customer support. Enhanced security, custom branding, and more granular permissions can additionally make them better suited for larger teams looking to scale efficiently.
Costs & Pricing of Workflow Software
While free plans are a great starting point, here's what you can expect paid versions will cost based on your needs. The table below summarizes common plans, their average prices, and typical features included in workflow software solutions:
Plan Comparison Table for Workflow Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic task management, limited users, limited integrations, and community support. |
| Personal Plan | $5-$15/user/month | Task management, limited automation, custom workflows, and basic integrations. |
| Business Plan | $20-$40/user/month | Advanced automation, team collaboration, reporting tools, and premium support. |
| Enterprise Plan | $50-$100/user/month | Full automation, enterprise-grade security, advanced reporting, and dedicated support. |
Free Workflow Software FAQs
Find answers to common questions other people ask about this topic.
What is Workflow Software?
Workflow software is a platform or tool that enables users to coordinate the planning, configuring, and tracking of work to accomplish an objective or goal.
Workflows are usually far from simple. Where a process is typically very linear, with something moving from A to Z, workflows tend to be more dynamic. They’ll often involve a lot of back-and-forth, branching paths, and many different tools and teams.
What is Workflow Management?
Workflow management is the process of creating, executing, and monitoring workflows. A workflow is a sequence of steps that must be completed in order to achieve a desired outcome. Workflow management can be used to manage any type of work, from simple tasks to complex projects.
The goals of workflow management include:
- Improving efficiency: By automating and streamlining workflows, workflow management can help teams to work more efficiently.
- Reducing errors: By providing clear instructions and visibility into the workflow, workflow management can help to reduce errors.
- Improving communication and collaboration: By providing a central place to track and manage workflows, workflow management can help to improve communication and collaboration between team members.
- Increasing customer satisfaction: By delivering products and services on time and to a high standard, workflow management can help to increase customer satisfaction.
Workflow management can be implemented using a variety of tools and techniques. Some common tools and techniques include:
- Workflow diagrams: Workflow diagrams are visual representations of workflows. They can be used to identify and analyze the steps in a workflow, and to identify potential bottlenecks and areas for improvement.
- Workflow management software: Workflow management software provides a variety of features to help teams manage their workflows, such as task management, Kanban boards, GANTT charts, and reporting and analytics.
Workflow management is an important tool for any team that wants to improve their efficiency, productivity, and quality.
How can workflow management improve my business process?
Workflow management can help you in four key areas:
- Individual productivity
- Team alignment
- Information transparency
- Ease of collaboration
Find more details in our guide on how to build a workflow management system.
Do free workflow tools offer mobile accessibility?
Many workflow tools today provide mobile accessibility, allowing users to manage tasks and collaborate on-the-go. This is especially crucial for teams that need flexibility and efficiency in their operations. Here’s a brief overview of how free workflow management software can offer mobile access:
- Responsive Design: The best workflow tools often feature responsive designs that adapt seamlessly to various screen sizes, ensuring a user-friendly experience on mobile devices.
- Mobile Apps: Some workflow management services provide dedicated mobile applications, which enables users to access features like task assignments and project updates directly from their smartphones.
- Cloud-Based Access: Many online workflow tools operate in the cloud, which allows users to log in from any device with an internet connection and manage workflows anytime, anywhere.
- Real-Time Notifications: Mobile accessibility often includes real-time push notifications, which keeps team members informed about important updates or deadlines.
- Integration with Other Tools: Free workflow solutions frequently integrate with other mobile-friendly applications, enhancing productivity by allowing users to manage tasks across different platforms.
Can free workflow software scale with my business?
Free workflow software can indeed scale with your business, but the extent of that scalability often depends on the specific tool you choose. As businesses grow, their workflow needs become more complex, and having a scalable solution is critical. Here are some key considerations:
- User Capacity: Many free workflow management tools limit the number of users or projects. Ensure the tool can accommodate your growing team without requiring immediate upgrades.
- Feature Expansion: Look for workflow management software for free that offers additional paid features or plans. This allows you to upgrade as your needs grow without switching platforms.
- Integration Capabilities: Scalable workflow tools often integrate seamlessly with other applications and services. This flexibility can help you connect various business functions as your operations expand.
- Customization Options: The best workflow automation companies provide options to customize workflows. This adaptability is essential for aligning the software with your evolving business processes.
- Performance and Reliability: As your business scales, the software needs to handle increased data and user activity. Choose a workflow solution known for its reliability and performance under load.
Can free workflow software help with customer onboarding?
By automating and organizing various tasks, free workflow software can help ensure that new customers are effectively guided through the onboarding journey. Here are some ways free workflow tools can assist with customer onboarding:
- Task Management: Assign and track onboarding tasks for team members, ensuring that nothing falls through the cracks.
- Automated Communication: Send automated emails or notifications to new customers, providing them with essential information and resources at each stage of the onboarding process.
- Document Sharing: Facilitate easy sharing of onboarding materials, such as guides, FAQs, and videos, ensuring customers have access to the information they need.
- Progress Tracking: Monitor customer progress through the onboarding stages, allowing teams to identify bottlenecks and address any issues promptly.
- Feedback Collection: Integrate feedback forms within the workflow to gather insights from new customers, helping to refine the onboarding process over time.
Additional Workflow Software Reviews
Since you are testing tools, might as well carry on reading about workflows. We have an excellent guide to workflow diagrams for project managers. And if you are ready for the next step, you can read about workflow automation.
Finally, because we learn from our mistakes, you can learn how Wes discovered that workflow design needs more than just a knack for logic and diagrams.
Related tool lists:
- Workflow Automation Software
- Best Process Workflow Software
- Approval Workflow Software For Project Managers
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