What is workflow software designed for small business? It’s an application that helps you optimize tasks and processes at your business. That means automating repetitive workflows and empowering staff with data-driven insights. And we’re here to tell you about it!
Going through your workflow management process can be an uphill job when there are so many apps out in the market that you don’t know which one to choose. So in this article, I share with you the best workflow tools in the market today along with things to consider when choosing your workflow software.
Integrify
Integrify employs a service-based approach that includes support and consulting for best practices and process improvements. The software has been developed for ease of use and uses a drag-and-drop editor for most workflows. All tools are browser based and available for any mobile device. True to their service-oriented model, the website features helpful workflow examples and a complete knowledge base for users. Enterprise upgrades are available for businesses with specific or complicated needs.
Kissflow Workflow
Kissflow Workflow is the #1 End to End Workflow Software that supports both structured workflows (case management) and unstructured workflows (bpm/process management). Kissflow Workflow is a no-code workflow where anyone can create an automated process, build a project board, handle a case flow, and collaborate on work topics, all in one intelligent and easily integrated platform.
ProofHub
ProofHub is an intuitive project management software that brings flexibility to the way project managers and teams manage their work. It is without a doubt one of the most versatile software solutions for project management and team collaboration.
The software comes with a long list of features such as discussions, chat, Gantt, custom workflow, Kanban boards, online proofing, time tracking, measuring progress, task management, multiple tasklist views, and much more.
Why use ProofHub?
The best part about ProofHub is that it works for any business or team. That means whether you’re a part of a small team or a large enterprise, you can trust ProofHub to help you bring sanity to your projects, teams, and communications.
In addition to that, here are a few good reasons why you should consider ProofHub as your best option in terms of workflow management.
With ProofHub, you can:
- Visualize and prioritize tasks
- Get a clear view of work in progress in a particular workflow with Kanban boards in ProofHub.
- Divide tasks into workflow stages, decide who works on what part, and see work moving through multiple stages.
- Create custom labels to differentiate, prioritize, and organize tasks.
- Manage everything in one place
- Create task lists, add tasks/subtasks, subscribe the entire tasklist or assign its tasks/subtasks to one or multiple people in one place.
- Collaborate seamlessly
- Share ideas, inputs or feedback on a specific task via comments.
- Attach files from your computer, Dropbox, Google Drive, OneDrive, and Box to the tasks.
- @Mention people in comments, discussions and group chats to grab their attention or loop them in tasks.
- Control access
- Create custom roles and provide access to people according to their responsibilities.
- Create private task lists, and assign them to the team members.
- Keep track of progress
- Check progress percentage of tasks to get a clear view of how much work is done and how much is left.
- Create custom reports to get a clear idea of the number of tasks in each stage and how work is progressing.
monday.com
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.
Pros
- Huge focus on collaboration
- Long list of supported integrations
- Spreadsheet-style pulses for task progress
Cons
- Complex pricing rubric
- No single-user plan
Comindware Tracker
E-commerce, small businesses, and educational facilities find this low-code workflow automation software useful, and it easily scales to enterprise organizations. Running parallel to Comindware’s business process management (BPM) software, Tracker’s document and task-based workflow is designed for flexible business processes that are not well served by more structured systems. Workflows transfer easily from desktop to mobile, and the drag-and-drop builder with an Outlook/Excel aesthetic allows for easy onboarding. Comindware Tracker’s cloud and on-premise deployment options make the software a secure choice for highly-regulated medical or financial organizations.
Formstack Forms
Start a FREE TRIAL and join over 500,000 people in 112 countries using Formstack, a versatile, drag-and-drop online form builder for everyone with plans starting at $50 a month. Without knowing how to code, you can create beautiful, mobile-friendly web forms to collect online payments, gather customer feedback, collect marketing leads, create automated workflows, or start from 100s of pre-built templates. HIPAA compliant with 50+ integrations for apps like Salesforce, MailChimp, and PayPal.
Nintex
Nintex is a top workflow management software solution for companies. The aim of this solution is to help businesses automate their processes easily and quickly. It helps to automate the processes of widely used collaboration and content management platforms, linking cloud workflows, on-premise systems, and mobile users.
Why use Nintex?
What makes this solution one of the top-rated workflow management solutions is the fact that its ease-of-use. Nintex enables teams to easily streamline work processes, integrate content, and achieve better outcomes. The application provides a people-driven design that is ideal for both everyday processes and complex elaborated procedures.
Smartsheet
Smartsheet is based on spreadsheets and allows users to organize tasks, schedules, processes, and more on spreadsheets.
Smartsheet is a spreadsheet-like project management tool. It has won a few awards for quickly becoming a favorite business app. It’s a nice workflow management software if you’re comfortable working in Excel but want a break from complicated formulas—Smartsheet performs all the calculations for you across multiple sheets. You can also add customized brand logos and set color themes for individual projects.
Smartsheet has useful features such as workflow automation and visualization of tasks in Gantt, calendar, and card views. Team members get notified of critical changes in real-time, and the tool provides shared views, detail history, activity logs, automated alerts, reminder, and status reports to keep everyone aligned and informed.
The Critical Path feature highlights all the tasks which directly impact your project completion date to keep an eye on important milestones. Reporting is a strong feature of this workflow tool, with editable summary reports that you can easily export to Excel.
Smartsheet integrations include Microsoft and Google apps, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau. The platform is extensible through a REST API and webhooks.
Smartsheet costs from $7/user/month, with a minimum of 3 users and a maximum of 25 users. They also offer a 30-day free trial.
Summary of Smartsheet:
- Automation: Pass
- KPI Reports: Pass
- Deadline Tracking: Pass
- Integration: Pass
Pros
- Easy to pull data from multiple sources
- Great alternative to Excel spreadsheets
- Well-communicated prepared-by-client (PBC) requests
Cons
- Advanced training recommended
- Paid plans start at a higher pricing tier
Conclusion:
One of the greatest ways to improve company productivity is by using some type of work flow software. These tools can help organize your business processes so your employees can accomplish more in less time.