Approval Workflow SoftwareBest Tools

10 Best Workflow Management Software Of 2021

By 03/01/2021 4 Comments

Wrike Logo

The most versatile work management on the market.
Transform how your teams work.

Our friend and supporter

Workflow management software channels the flow of a project’s work, directing its course from A to Z. A solid workflow tool serves as a guide for the flood of project tasks that need to happen along the way, with project outcomes becoming fully formed as they flow through different processes, checks, and balances.

Here’s a shortlist of the workflow management software I review in this post. Click to visit their sites, or read more about each tool below.

  1. monday.com - Best workflow management software for process visualization
  2. Forecast.app - Best for managing your projects, resources, and finances in one
  3. Wrike - Best workflow management software for a hybrid/remote workforce
  4. Cflow - Best workflow management software for growing organizations
  5. Next Matter - Best for automating core processes and workflows
  6. Kissflow - Best enterprise workflow management software
  7. GanttPRO - Best workflow management software for visualization and intuitiveness
  8. Admation - Best agency workflow management software
  9. Orchestly - Best workflow management software for optimizing processes
  10. Quixy - Best no-code workflow management software

Below you’ll find an overview of each of the 10 best workflow management software, with screenshots, feature overviews, and pricing.

Jump to workflow management software overviews

Logo Soup Workflow Management Software

Workflow management software adds a layer of structure and visibility to your workflow process, helping you turn ideas into products, and concepts into processes. These tools help you ensure that the project is delivered properly and that the quality of the project is maintained.

These tools support you as you schedule tasks, collaborate with others, manage workloads, create and share documentation, and evaluate progress. Today, workflow management solutions are a must-have for keeping teams unified, especially with the growing complexity and fast pace of our multi-tasking, distributed workforce.

Taking advantage of the new capabilities offered by automation and the availability of useful data for decision-making, you can do so much better than a to-do list—you can support your team with an entire ecosystem of business process management tools (BPM tools) for creating efficient, optimized workflows.

The trick is in knowing how to choose the best workflow management software for your team, your business goals, and your budget. Here’s a break-down of the best workflow management software along with key criteria to consider when choosing a workflow tool.

The Digital Project Manager is reader-supported. We may earn a commission when you click through links on our site — learn more about how we aim to stay transparent.

The 10 Best Workflow Management Software

At the bottom of the post, we include a table summarizing basic info about the tools described in this article as well as an explanation of our selection criteria, so you can understand how we made this list of workflow management software.

  • 14 days free trial
  • From $17/2 users/month

monday.com - Best workflow management software for process visualization

Visualize workflow processes step-by-step and set clear timeframes for projects, tasks, and processes.

monday.com, an award winning platform, is one of the few workflow tools that prides itself on ‘not being a project management tool’! They’ve done away with a lot of the trimmings of typical workflow tools and focused instead on a structure and views that help clarify the sequence of work that needs to be done.

You put tasks on a board, and then you add in the steps you’ll need to take to get it done. It’s vaguely similar to a spreadsheet (a nicer-looking one)— if you’re currently using spreadsheets for project management, monday.com is a good choice because it can round out your workflow with alerts, notifications, integrations, and automated processes. monday.com’s features include a customizable task board for managing task status, assignee, due date, hours spent, and more.

The tool offers multiple views of work—view by list, by geographical map, on a Kanban board, and others. It also offers a great project dashboard with a Gantt chart style overview for checking all projects that are underway.

Apart from that, monday.com enables big picture views using dashboards that collect data from multiple boards, allowing better tracking abilities of progress. It doesn’t offer much in the way of financial reporting, though, so for budget-related reports you’d want to look at 3rd party integrations.

monday.com’s integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and many more that are accessible via Zapier. For help setting up integrations, the company’s customer support is available 24/7 by phone or email.

monday.com pricing starts at $17/month for two users.


  • Huge focus on collaboration
  • Long list of supported integrations
  • Spreadsheet-style pulses for task progress


  • Complex pricing rubric
  • No single-user plan
  • 14 days free trial
  • From $29/user/month

Forecast.app - Best for managing your projects, resources, and finances in one

Forecast’s auto schedule feature turns a rough list of tasks into a comprehensive project plan.

Forecast is a workflow management software that unites your projects, resources, and financials in one AI-powered platform. Project managers can leverage Forecast’s workflow automation capabilities to create smart schedules, estimate timeframes and budgets, and populate timesheets instantly. Forecast is currently used in over 40 countries by an assortment of agencies, consulting companies, SMBs, and enterprises.

PMs can control the workflow by building out detailed task lists and flagging clear priorities. Task cards allow every team member to easily comment, share files, and register time spent. Everything related to the specific task appears in one place, including dependencies and subtasks. You can put together projects for any type of work: fixed price, time and material, or retainer.

Forecast’s AI learns from previous work and suggests the number of hours you normally register on similar tasks to help you log time faster. You can monitor time registrations from a team perspective and notify each member if they forget to enter something in. Time tracking utilization on a company-wide level is calculated for you for easy alerts, estimates, and reporting.

Forecast integrates with Slack, Microsoft Teams, iCloud Calendar, Google Drive, Google Calendar, Outlook, Harvest, Trello, Asana, GitLab, Github, and dozens more using a paid plan through Zapier. Higher-tier subscriptions include native integrations with Timelog, Xero, QuickBooks Online, JIRA, Azure DevOps, Salesforce, Okta, OneLogin, and Azure Active Directory.

Forecast cost from $29/user/month with a minimum of 10 users and offers a 14-day free trial.


  • Projects, resources and financials connected in one platform
  • AI powered auto-scheduling and time entry suggestions
  • Excellent iOS and Android apps
  • Automated cost and budget estimations


  • No browser extension for time tracking
  • No asset management
  • Minimum of 10 seats
  • freemium version
  • 14 days free trial
  • From 9.80/user/month

Wrike - Best workflow management software for a hybrid/remote workforce

See team workloads in a calendar view to keep track of deadlines.

Wrike is an intuitive workflow management software suitable for teams of five or more, and offers an unlimited number of users. As a highly configurable software, users can customize workflows, dashboards, reports, and request forms.

Wrike’s simple interface enables users to switch between Kanban boards, interactive drag-and-drop Gantt charts, and traditional workload views for visualizing priorities. Wrike also features powerful automation, with custom request forms that auto-assign tasks, push notifications, and deadline tracking.

Users can get advanced insights with KPI reports, resource management and allocation, and more. The tool also offers a variety of different solutions depending on the type of team or organization, including marketing teams and professional service teams.

Wrike offers more than 400 native integrations, including popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.

Wrike costs $9.80/user/month. There are four different price points, including a free version and plans with the option to invite free external collaborators to a paid account.


  • Holistic, comprehensive task modeling
  • Loads of configurable features
  • Many different ways to view the same data


  • Not tailored for small organizations
  • Could use a high-level roadmap tool
  • freemium version
  • Free trial
  • From $5/user/month

Cflow - Best workflow management software for growing organizations

Set up and view all workflows in one place, and set reminders and notifications for your team.

Cflow provides a simple way to automate business processes within companies. It is a no-code BPM software that comes with a prebuilt workflow library that can be used by organizations to increase productivity and reduce costs. It is ideal for SMB’s that wish to automate approval-based processes such as Capex requests, Check Payment Requests, Leave Approvals, Purchase to Pay, Invoice Approvals, and so on. It provides a ton of features at an incredible price, with insane support that goes a long way in ensuring customers are successful in their workflow automation goals.

Cflow ensures work gets done on time. Set the deadline for completing a task and configure to send email notifications automatically to remind task owners. It lets you configure the sender’s email address to send the notification emails from your own domain, thereby providing an extraordinary level of customization.

Cflow provides a configuration for the automatic backup of individual workflows and rules. Our email-based approval feature, combined with fully customizable email templates, provide an incredible level of flexibility to the users. It also provides multiple form factors and options for interaction – web, laptop, desktop, mobile and email. Our intuitive user interface provides simple cues for layman customers to interact easily and quickly come up to speed.

Cflow provides a direct connection with 1000’s of apps via Zapier. Cflow also has direct connections with Slack.

Tool costs from $5/user/month. They also offer a free trial, freemium, demo information


  • Simple wizard-driven workflow builder
  • User-friendly rules engine
  • Excellent customer support


  • Working with a lot of data may cause request processing
  • Graphical reports not available in mobile app
  • 14 days free trial
  • From $29/user/month (minimum 10 users)

Next Matter - Best for automating core processes and workflows

A complete process automation platform, designed for operations.

Next Matter is the no-code automation platform that runs operations for you – no more spreadsheets, chat, meetings, or email required. Replace the grunt work of operations with automated processes that bring teams, instructions, tools, customers, and suppliers together in a single platform. Managers build reliable, automated processes in minutes, with no-code or experience necessary. And teams execute work seamlessly, with everything they need to do the job, and no extra input required.

Next Matter allows users to track processes in real-time and to see all of their data in one place, making it easier to identify what needs your attention. To make sure nothing falls through the cracks, users can standardize their processes with checklists and instructions. Users can even assign tasks automatically and automate the follow-ups.

If you hate switching between applications and copying and pasting, it’s time to give Next Matter a look. Find all of your tools and systems in one place that can practically let you do it all.

Next Matter offers a 14-day free trial and costs from $29 per user/per month (minimum 10 users).


  • Rules-based automation for everything
  • Dashboard overview for status and escalations
  • Streamlined collaboration for external users
  • No-code/Low-code, drag and drop process builder


  • No single-user plan
  • Minimum of 10 seats
  • Not tailored for small organizations
  • 14 days free trial
  • From $360/30 users/month

Kissflow - Best enterprise workflow management software

Track workflow, processes, and utilization across your organization.

This is the buffet of workflow management software. Combining projects, cases, and collaboration with its core functionality, workflows, Kissflow offers a unified digital workplace for all forms of work, both manual and automated. The visual interface lets users drag and drop elements to create any number of apps without any coding. Users can either build on top of apps spanning across multiple categories like HR, Finance, or Procurement in their gallery or build one from scratch.

The platform is highly intuitive and requires little to no effort to learn. 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.

Further, users can identify bottlenecks, track task flows, and drastically improve efficiency. Kissflow is intrinsically connected with G-suite and users can make use of its open API to integrate with any other tool.

There’s nothing else quite like Kissflow on the market. This tool offers highly configurable, trigger-based workflows and advanced reporting features like KPI dashboards and ad-hoc reports configuration. Kissflow is a good tool for teams or projects whose makeup, processes, or framework can experience change at the drop of a hat.

However, for users who are building workflows that require more system-integrations rather than human tasks, Kissflow may not have all the features required.

Kissflow starts at $360/month for up to 30 users and offers a 14-day free trial.


  • Holistic, comprehensive task modeling
  • Loads of configurable features
  • Community feedback voting for roadmap features


  • Not tailored for small organizations
  • Could use a better commenting system
  • 14 days free trial
  • From $8.90/user/month

GanttPRO - Best workflow management software for visualization and intuitiveness

Break down the workflow into smaller manageable tasks on a greatly visualized Gantt chart timeline.

GanttPRO is an intuitive Gantt chart-based project management software that allows working with tasks, resources, progress and time tracking, and budget management. It is suitable for teams of all sizes as well as single users.

GanttPRO’s greatly visualized interface gives you full visibility of your workflow processes to ensure the proper and timely project delivery with no missed deadlines. Besides a Gantt chart timeline, there is a possibility to switch to a board view, personal tasks list, and even create project portfolios. The advanced tasks management lets managers and teams set task status, priority, dates, duration & estimation, time log, progress, and many other attributes including custom ones.

Apart from that, GanttPRO facilitates team collaboration through comments, attachments, mentions, and real-time push and email notifications. With the resource management feature, you will see who is working on what, when, and for how long. You will be able to easily reallocate your resources just by dragging & dropping them.

GanttPRO’s integrations include Google Drive, JIRA Cloud Software, Slack, and some more.

There is a 14-day fully-featured free trial. Paid plans start from $8.90 per user per month.


  • Intuitive interface and short learning curve
  • Task, resource, budget, and time management in one platform
  • Ready-made professional templates


  • Recurring tasks are not automated
  • Light on integrations
  • Free demo and trials available
  • From $30/user/month

Admation - Best agency workflow management software

Team members can view deliverable status and easily understand where an item is in the approval process.

Admation is a project management software made for marketing teams and agencies that want the benefit of multiple features rolled into one comprehensive tool. Combining project, resource, and approval workflow management, Admation enables users to manage the full production cycle of their campaigns, from project set up to resourcing to managing the entire approval workflow.

With a user-friendly interface, Admation offers an exceptional range of project tracking software features and tools. A central dashboard enables you to have complete visibility over your projects and resources while offering an intuitive framework from which to manage all facets of your work.

Features include briefing templates, project resource templates, project timelines, scheduling and assigning tasks, document approval, capacity planning, department dashboard & calendar, resource allocation, timesheets and time tracking, a complete brand archive, permissions & access levels, tags & keywords, a secure digital storage system for your finalized ads, and more. Integrations include email systems and Mediaocean, formally BCC, which is ad agency finance software.

Admation costs from $30 per user per month and offers a free demo and free trial upon request.


  • View extensive history for each job
  • Great for proofing material
  • Track reviews and approvals
  • Easily manage updates and changes


  • Custom reporting tools limited to Enterprise Plan
  • Can’t batch download a project
  • 15 days free trial
  • From $8/user/month

Orchestly - Best workflow management software for optimizing processes

Users can view analytics, data, and statistics on progress, productivity, and project completion in order to assist with process optimization.

Orchestly is a workflow management software that helps automate, manage, and optimize routine business workflows and standard operating procedures on a drag and drop platform. Built for medium and enterprise businesses in any industry, it helps automate workflows across departments like HR, Marketing, Finance, IT, and Legal.

Customizable forms make it easy to capture business information. Both simple and complex workflows can be mapped as flowcharts in a few minutes on a drag and drop workflow builder that doesn’t require in-depth technical knowledge.

You can ensure accountability by assigning the right people to the right stages of a process. Contextual data like comments and attachments can be requested from users during the process. Decision making can be automated by setting if-then conditions to route the flow. Manual labour can be eliminated by automating stages based on condition or time. Process exceptions can be handled through business rules.

Requesters can track everything in real time, and stay updated on requests. Employees know exactly what should be done, and when. Ready-made reports give you powerful insights on your process bottlenecks and redundancies, and you can create your own process-specific reports to analyze and improve your operational KPIs.

Orchestly has an Active Directory and role-based access control. You can integrate with your other tools and build your own third party app extensions as widgets. You can also connect to other tools via Zapier and Zoho Flow. There is a marketplace with several pre-built extensions like Slack, Dropbox, Google Drive, and Zoho Sign as well.

Orchestly offers a 15-day free trial and has flexible user-based pricing that starts at $8/user per month. There is also an implementation team that can help you automate your organization’s workflows.


  • Modest per-user price
  • Native integration with Zoho
  • Great workflow visualizations (“Blueprints”)
  • Webhooks can send notifications to third-party applications


  • Dashboards aren’t customizable
  • Complex feature set has a learning curve
  • 21 days free trial
  • From $10/user/month when billed annually

Quixy - Best no-code workflow management software

Build and adjust workflows with Quixy's drag and drop builder.

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.

Quixy 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. Quixy 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. The platform is ISO 27001 and SOC 2 Type 2 certified. Quixy’s API allows integration with other third-party apps and tools.

Pricing starts at $10/user/month.


  • Simple drag and drop workflow design
  • Excellent data tables and app referencing
  • Workflow building requires zero coding skills


  • No in app collaboration with other users in the workflow
  • More online help content welcomed
  • Could benefit from larger variety of app templates

Summary Of The Best Workflow Management Software

Here’s a table summarizing basic info about the tools described in this article. View pricing as well as availability of free trials to make a quick side-by-side comparison.

Software Overview Free Option Price Site
monday.com monday.com logo Read monday.com features & functionality

14 days free trial

From $17/2 users/month Check out monday.com
Forecast.app Forecast.app logo Read Forecast.app features & functionality

14 days free trial

From $29/user/month Check out Forecast.app
Wrike Wrike logo Read Wrike features & functionality Freemium version

14 days free trial

From 9.80/user/month Check out Wrike
Cflow Cflow logo Read Cflow features & functionality Freemium version

Free trial

From $5/user/month Check out Cflow
Next Matter Next Matter logo Read Next Matter features & functionality

14 days free trial

From $29/user/month (minimum 10 users) Check out Next Matter
Kissflow Kissflow logo Read Kissflow features & functionality

14 days free trial

From $360/30 users/month Check out Kissflow
GanttPRO GanttPRO logo Read GanttPRO features & functionality

14 days free trial

From $8.90/user/month Check out GanttPRO
Admation Admation logo Read Admation features & functionality

Free demo and trials available

From $30/user/month Check out Admation
Orchestly Orchestly logo Read Orchestly features & functionality

15 days free trial

From $8/user/month Check out Orchestly
Quixy Quixy logo Read Quixy features & functionality

21 days free trial

From $10/user/month when billed annually Check out Quixy

Other Workflow Management Software Worth Considering

I haven’t had a chance to review these properly, but if the tools included in the review aren’t working for you, consider checking out these additional BPM tools:

Need expert help finding the right Workflow Management Software?

We’ve partnered with the software comparison portal Crozdesk.com to help you find the right solution. Crozdesk’s Workflow Management Software advisors can give you independent advice and shortlist software products that best fit your specific needs. Our partnership gives you free access to their tailored software selection advice and community negotiated discounts, taking the hassle out of the research process.

It takes just a minute to submit your requirements and they will give you a call at no cost or commitment. You’ll get custom product shortlists covering the top solutions that best fit your specific needs from their team of software experts (via phone or email) and they can even connect you to your choice of the selected vendors. To get started, please submit the form below:

Workflow Management Software Selection Criteria

Some workflow automation software is more comprehensive than others—some are focused on managing the workflow itself (assigning tasks, creating dependencies, tracking deadlines). This type of application might also go by the name of workflow diagram software or flowchart software.

Others offer a more robust workflow management system as part of a broader resource management software or project management software. As such, they offer a suite of additional business features for creating process forms, handling invoices and payments, modeling data, managing a project portfolio, and more.

In our selection of workflow management software, we narrowed down our criteria to a few key points. These are the essential functions of a useful workflow tool:

1. Automation

This is the whole point of using workflow software. We examine the tools’ time-saving automation functionalities, such as automatically assigning tasks, sending push notifications, routing documentation, reducing repetitive processes, sending status updates, and generating reports.

The best software should include automation tools and full customization for automations, including custom workflows, automated notifications, business rules, process automation, and more.

2. KPI reports

This is usually some type of dashboard with graphic displays of your workflow stats. KPI and metrics reporting not only gives team members insight into their task or project status, but also gives management insight into where inefficiencies are occurring so you can optimize your business processes.

3. Deadline tracking

Even with a dashboard, when you’re running dozens of workflows, it’s easy to lose sight of deadlines. To be useful, a workflow tool has to offer a clear system for SLA indicators. Tools use notifications, color-coding, and dashboard views that display tasks by due date in order to help you manage deadlines.

4. Integrations

Nowadays, all projects require multiple tools. Your workflow management software absolutely must integrate with other apps that you use for your business. This includes calendars, CMS, development tools, databases, email and communication tools, payment processing apps, and more.

5. Price

The value that you get from a workflow tool has to align with the price you’re paying. The best workflow software for you won’t require you to pay for features you don’t need or users you don’t have. We evaluate a tool’s pricing based on its simplicity, transparency, and value offered at the price.

What Does Workflow Management Software Do? (And How It Can Help You)

What Is Workflow Software?

At its core, a workflow management system (WMS) is a set of functions for setting up, doing, and monitoring business tasks.

What Does Workflow Software Do?

Workflow management software goes by many names—you might hear it referred to as including BPM software, or simply process management software. No matter what you call it, all workflow tools offer an interface for visually representing your workflow and optimizing its many moving parts.

Ways - Workflow Management Software

Freelancers, agencies, enterprises, and everyone in between can benefit from some kind of workflow tool, with the aim of increased productivity, reduced costs, better communication, and a fluid exchange of information within a project.

You can use workflow management software for anything from monitoring deadlines at an individual level, to automating recurring tasks and setting up automated processes on a project level, to evaluating and optimizing project performance on a business level.

Workflow software automates these processes. It contributes to a BPM framework or methodology.

What Is BPM Framework?

A BPM framework (business process management) framework is a process-centric framework that provides definition for and visibility into an organization’s sets of coordinated tasks.

What Is BPM Methodology?

BPM methodology aims to simplify business processes from end to end in order to increase productivity and efficiency. BPM methodology includes analyzing business processes, creating new frameworks, and monitoring processes for continuous optimization.

How To Choose The Best Workflow Management Software?

The best workflow software out there is one that aligns closely with the requirements of your business processes. When choosing, ask yourself:

What Do You Need It For?

When asking this, you’re really trying to identify: are my processes human- or system-centric? A human-centric workflow focuses more on bringing people and their tasks, documents, timesheets, and progress into one place, as well as increasing team collaboration. A system-centric workflow focuses on bringing different business processes or systems together, integrating their functions to create a unified workflow in one space.

Who Is Going To Use It?

How many people are on your team? Who is going to use the tool, and do you require role-based access control? What other stakeholders will be involved in using or accessing the tool (ex. clients, management, and others). You’ll also need to ask yourself what types of people will be using the tool in order to decide if you require something code-based or with low code or no code.

When thinking of your team, it’s easy to assume that a large team necessarily needs more complex workflow functions. However, keep in mind that even large projects can work best with simple workflows where all that’s really necessary is the ability to assign tasks, share documentation, and track deadlines. On the flip-side, even very small teams can have complex workflows that benefit from advanced reporting, resource management, and optimization features.

When thinking of your team, it’s easy to assume that a large team necessarily needs more complex workflow functions. However, keep in mind that even large projects can work best with simple workflows where all that’s really necessary is the ability to assign tasks, share documentation, and track deadlines. On the flip-side, even very small teams can have complex workflows that benefit from advanced reporting, resource management, and optimization features.

How Would That Fit Into Your Process?

Does this tool fit in with your existing toolkit and integrate with the right tools? Does it align with your use cases? If this is one of the first tools you’re adding, will it scale and expand in order to meet your needs as you grow? Ask yourself whether your team will use it online, or if they need something that works offline as well.

How Long To Get It Running Smoothly?

Is it easy to implement? Along with this, look at the ease of team member and employee onboarding, as well as the ease of use: is it a tool that your team can easily learn to use? Does it require coding to use or does it provide a drag and drop interface for making changes?

Also consider the customer experience from your end. Many tools offer different levels of support based on your pricing tier—does it offer technical support, or will you be left hanging? Finally, is the solution hosted, or will you maintain the infrastructure behind it?

How Much Does It Cost?

Prices fall into a wide range from $0-$40 per user per month. Most SaaS workflow tools are priced per user, which highlights the importance of considering how many team members will use it—as well as how many team members are going to be using it in the future.

Make sure you look at how the cost will increase as you scale—not only will your costs increase with each team member, but you may also need to bump up your plan to a more expensive tier as your business needs expand.

What Do You Think?

What did you consider when choosing a workflow management software? What’s your experience with choosing and using workflow software? Share with our community what you think is the most important consideration in selecting a workflow tool.

Our friend and supporter:

Wrike Logo

The most versatile work management on the market. Transform how your teams work.

Start for Free
Ben Aston

About Ben Aston

I’m Ben Aston, a digital project manager and founder of thedigitalprojectmanager.com. I've been in the industry for more than 15 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony.


Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.