10 Best Workflow Management Software Of 2023

Wrike is an intuitive workflow management software suitable for teams of five or more, and offers an unlimited number of users. The software enables mangers to customize workflows, dashboards, reports, and request forms.

Why I picked Wrike: The software’s interface enables users to visualize priorities as Kanban boards, interactive Gantt charts, and traditional workload views. Wrike also features automation such as custom request forms that auto-assign tasks, push notifications, and deadline tracking.

Managers can access insightful data through KPI reports, resource management and allocation, and more. The workflow management software also offers a variety of different solutions depending on the type of team or organization, including marketing teams and professional service teams.

Wrike Standout Features & Integrations

Features include personalized app experience via AI Work Intelligence, user and team workload management functionality, account-wide work schedules, shareable dashboards, interactive workflow views, and more.

Integrations are offered natively for over 400 popular platforms including Microsoft, Google, Dropbox, Salesforce, and Marketo.

monday.com is a project management software used across diverse industries, rapidly growing teams, and enterprise organizations. monday.com sits at the intersection of project management and workflow management software. It simplifies complex workflow processes by streamlining management to focus on structure and transparency.

Why I picked monday.com: you can create tasks on a board and then add the steps required to reach task completion. monday.com is highly customizable and easy to use right out of the box. I also find that it’s incredibly easy to import data from other workflow management software, and even spreadsheets!

Its workflow management software also offers various workflow views that can be arranged by list, geographical map, kanban board, or Gantt chart. These workflows can then be visualized in dashboards to create a bird’s-eye view of the progress and data workflow managers need to monitor. I find information especially useful for workflow managers that sit between their teams and the executive suite and need to communicate complex data sets through visual dashboards.

monday.com Standout Features & Integrations

Features include workflow templates inside of their workflow operating system (Work OS), with workflow automation, data visualization, robust workflow customization for task boards, managing task status, assignees, due dates, hours spent, and more.

Integrations through Zapier include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and others.

Pneumatic Workflow is a workflow management solution that helps teams identify, organize, and coordinate sets of tasks. You can use it to streamline your organization’s processes into workflows with automatic task assignments.

Why I picked Pneumatic Workflow: Their software helps teams effectively minimize routine errors, improve communication between teams, boost productivity, eliminate redundancy, and automate task management. Their workflows can be launched in four ways, namely running the workflow manually, sharing kick-off forms, using external SaaS systems, and using the Pneumatic public API.

Using Pneumatic Workflow, you can build assembly lines to pass the results of certain tasks along to the next team member quickly and efficiently. You can also select pre-built workflows from their free template library, or run unlimited workflows from one template. Their free template library includes all the popular workflows you'd expect, including employee onboarding, content development, purchase approval, customer retention, feature release, and more.

Pneumatic Workflow Standout Features & Integrations

Features include a workflow template builder, workflow variables & tools, a tasks interface, highlights, shareable kick-off forms, automations, activity highlights, urgent prioritization, video-based workflows, informative data dashboards, comments and mentions, and a WYSIWYG editor.

Integrations are available through their API or by connecting a paid Zapier account.

Smartsheet is a work management platform modeled after spreadsheets that enables users to organize tasks, schedules, processes, and more. It is an excellent workflow management software solution for managers currently using Google Sheets or Microsoft Excel for workflows and looking for an upgraded experience.

Why I picked Smartsheet: One of my favorite aspects of Smartsheet is that it automates calculations, even across multiple sheets. That automation enables workflow managers to gather data across multiple workflows and spaces without needing to write complex formulas.

Reporting is a strong feature of this workflow tool, with editable summary reports that can be easily exported to Excel or Sheets. The Critical Path feature highlights all the tasks that directly impact a project completion date so workflow managers can easily keep an eye on important milestones.

Smartsheet Standout Features & Integrations

Features include custom spreadsheet import, workflow automation, data visualization, custom branding, and workflow automation with built-in formula calculations.

Integrations through a REST API and webhooks include Microsoft Office and Teams apps, Google Drive, Jira, Salesforce, ServiceNow, Slack, Box, and Tableau.

Learn more about this workflow management software in my in-depth review of Smartsheet

Lucidchart is a cloud-based workflow management solution. This centralized platform helps you create flows of business processes, then share process maps with colleagues. Key features include feedback management, graphs, data import, customizable templates, and an infinite canvas for building out intelligent diagrams of your most critical workflows.

Why I Picked Lucidchart: You can also use the software to build organizational charts and upload employee data, identifying the requirements of various team members. Critical documents can be managed by configuring user access and providing view-only licenses.

Lucidchart provides a range of tools and features for creating a variety of diagrams, such as flowcharts, wireframes, network diagrams, and more, and allows multiple users to collaborate on the same document in real-time. Additionally, it offers integrations with popular tools and services, team management features, and mobile apps for iOS and Android.

Lucidchart Standout Features & Integrations

Features include real-time collaboration, diagram templates, shape library, interactive designs, data import & export,mobile app, automated diagramming, commenting, reviewing, and third-party integrations.

Integrations include Slack, Salesforce, GitHub, and LinkedIn Sales Navigator, and fits within a suite of additional Lucid Software products for collaboration and ideation (Lucidspark) and cloud visualization (Lucidscale).

Lucidchart has a limited free version where you can create up to 3 documents.

Jotform Enterprise is a a powerful, easy-to-use data collection process for businesses of all kinds who are looking to optimize their workflow management processes. With Jotform, businesses will have access to offline forms, surveys for product feedback and reviews, collaboration tools, approvals for automated workflows, and conditional logic for a personalized customer form experience. They specialize in B2B businesses but can be adapted to a wide range of customer markets and industries.

Why I Picked Jotform Enterprise: Jotform Enterprise offers companies an easy-to-use tool that makes closing deals, collaborating with coworkers, signing waivers, and collecting form responses a more seamless process. Jotform Enterprise provides you with a wide range of workflows, forms, reports, and automation tools that can be used to build custom applications tailored to your needs. It also allows you to create customized forms for collecting data from customers or employees and then create automated workflows based on this data.

Jotform workflows can automate everyday tasks such as customer onboarding, order processing, invoicing, approvals, reminders, notifications, and follow-ups, allowing businesses to save time by eliminating manual processes.You can set up automated form submissions so that all incoming data is automatically sent to the designated destination, like your customer database or email account.

Additional features include workflow automations, conditional logic, e-sign documents with automated signing orders, webhooks, API, and helpful ways to integrate feedback into your workflow. 

Jotform Enterprise Standout Features & Integrations

Features include form building tools, mobile responsiveness, payment integration, conditional logic, data collection and management, form branding, multi-language support, SSL encryption, and integration with third-party apps.

Integrations include Google Drive, Google Sheets, Slack, Dropbox, PayPal, Stripe, Salesforce, Mailchimp, and Airtable. It also can integrate with Zapier to automate workflows and connect JotForm with over 1,000 other apps and services but this requires a Zapier account and may incur additional costs.

beSlick is a workflow management software for small to mid-sized businesses. The software has an excellent workflow builder that supports decision branching, loops, and dependent due dates within a familiar process flowchart view.

Why I picked beSlick: Creating workflows is as easy as selecting the workflow builder, choosing from their robust template library, and assigning task owners and due dates. Teams can set different owners for each step in a task, as well as customize notifications for owners. Tasks can also be automatically scheduled as recurring to ensure they’re not missed.

My favorite aspect of beSlick is the built-in workflow process management reporting. By serving up process quality analytics, feedback, and when steps can’t be completed, managers can measure and improve workflows.

beSlick Standout Features & Integrations

Features include workflow performance insights, guest access to tasks and projects, group and individual task management, and task process tracking.

Integrations include common platforms available through Zapier.

Kintone is a customizable workflow management platform used by enterprise teams and organizations worldwide. Users can build a variety of “apps” either from scratch, using templates, or from existing spreadsheets.

Why I picked Kintone: It's easy to build a custom workflow management app—all you have to do is drag and drop elements onto the app-builder screen and click build! Elements include rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more. That flexibility in creating apps carries over to how a team adapts—Kintone’s flexible workflow management platform allows users to improve their workflows and adjust as needs change.

As a workflow management platform, Kintone facilitates the ability to track all facets of your teams’ workflows across all the apps you create. That data can range from individual tasks and projects to multi-step approval processes with branching conditionals.

Kintone Standout Features & Integrations

Features are subjective to the “apps” being used for workflow management (giving you complete control over what you need). Common features include in-app communication, customizable filters, customizable reports and dashboards, and multi-step workflows.

Integrations through either API or Zapier include Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more.

Kintone Pricing & Plans

Kintone pricing begins at $24 per user per month with a minimum of 5 users and a 30-day free trial (no credit card required). There are also discounts available for nonprofits and educators. While it doesn’t offer any free plans, Kintone does provide a free custom app build as part of the free trial process.

Kissflow is a low-code workflow management software solution that combines projects, cases, and collaboration within its core functionality. This solution is ideal for teams or projects whose makeup, processes, or framework require flexibility.

Why I picked Kissflow: The platform is highly intuitive, requiring little to no effort to utilize. Users can either build on top of existing app categories like HR, Finance, or Procurement, or build one from scratch. The visual interface lets users drag and drop elements to create any number of apps with low-code or no coding required.

The customizable workflows and dynamic routing let users adapt when requirements change or as teams scale. Users can prioritize work and easily delegate work to team members. Users get instant notifications when an item is complete or requires action.

Kissflow Features & Integrations

Features include workflow process reporting, task flow tracking, trigger-based workflow automation, and custom reporting like KPI dashboards and ad-hoc reports configuration.

Integrations are offered natively or through Zapier include Google Drive, Gmail, Google Calendar, MailChimp, Slack, Microsoft Outlook, and others.

Kissflow Plans & Pricing

Kissflow pricing begins at $360 for up to 30 users a month and offers a free demo. No free plan is available.

Quixy is a user-friendly no-code business application platform that empowers users with no coding skills to automate workflows and processes. Users can assess, design, model, implement, monitor, and modify any processes using simple and efficient drag-and-drop design.

Why I chose Quixy: the workflow management platform provides dozens of pre-built workflow applications for a variety of use cases, such as CRM, project management, HRMS, travel and expense management, helpdesk and incident management, and much more. The software also offers automation options, and users can build custom workflows and processes to fit the needs of their team or department. The tool also includes capabilities for tracking project and task milestones.

The platform is rated Leader – Asia Pacific for No-Code Application Development on G2 and is ISO 27001 and SOC 2 Type 2 certified.

Quixy Standout Features & Integrations

Features include business rules and validation, mobile app, annual platform support, customizable workflow UI and designer, and more.

Quixy’s API allows integration with other third-party apps and tools.

Quixy Plans & Pricing

Pricing starts at $10/user/month. A 21-day free trial is available