Workflow Management Software

While Monday.com excels in task and workflow management, it falls short when it comes to financial management. For teams that need to track project budgets, expenses, and financial performance, Monday.com’s capabilities can be somewhat limited. However, there are workarounds, like creating custom columns for cost tracking or integrating with third-party accounting tools. Review collected by and hosted on G2.com.

One of the biggest problems Monday.com solves is the fragmentation of communication. Previously, we relied on a mix of emails, chat apps, and meetings to stay connected, which often led to important information getting lost or overlooked. With Monday.com, all project-related communication happens in one place, directly within the tasks and boards. This centralization ensures that everyone is on the same page, reduces miscommunication, and allows team members to see the full context of any task.

Our workflows also used to be disjointed, with different teams using their own tools and methods, making it hard to align efforts. Monday.com allows us to create custom workflows that match our specific processes, regardless of the project’s complexity. Automations handle repetitive tasks like status updates and notifications, saving time and reducing manual errors. This consistency across the organization has made our processes much more efficient. Review collected by and hosted on G2.com.

Aufgrund der vielen Funktionen und Anpassungsmöglichkeiten kann ClickUp für mich manchmal überwältigend sein. Es braucht etwas Zeit, um sich mit all den Tools und Einstellungen vertraut zu machen, was zu einer steilen Lernkurve führen kann. Review collected by and hosted on G2.com.

Ich nutze ClickUp jetzt seit einiger Zeit und bin von den vielseitigen Anpassungsoptionen wirklich begeistert. Die Möglichkeit, Ansichten wie Listen, Gantt-Diagramme oder Kanban-Boards individuell zu gestalten, macht es einfach, meine Projekte genau so zu organisieren, wie ich es brauche. Besonders hilfreich finde ich die Option, Filter und Dashboards anzupassen, um einen klaren Überblick über alle Aufgaben zu behalten.

Ein weiteres großes Plus ist die Funktion, Teammitglieder und Gäste in den Workspace einzuladen. Diese Flexibilität erleichtert die Zusammenarbeit enorm, besonders bei externen Projekten, wo ich nur die notwendigen Informationen für jeden Benutzer freigeben kann. So behält jeder den Überblick, ohne mit zu vielen Details überladen zu werden.

Zusätzlich gefällt mir die Automatisierungsfunktion, die mir ermöglicht, wiederkehrende Aufgaben effizienter zu managen, was mir viel Zeit spart. Insgesamt bietet ClickUp eine beeindruckende Kombination aus Flexibilität und Benutzerfreundlichkeit – absolut empfehlenswert für jedes Team! Review collected by and hosted on G2.com.

While I like many of the features like the retractable left side menu and Kanban board, I may find the per-user customization a bit limited for my taste.

I also think the 'my profile' options could use more features to create more usability, but that being said, I think Notion is great and teams prefer it for its simplicity and ease of adoption. Review collected by and hosted on G2.com.

With Notion we can keep track of the developments and applications we create at the Institution. We can also make progress reports and keep the entire work team in communication. Review collected by and hosted on G2.com.

The features and set up can be a bit manul at times which makes onboarding this tool move slower than I would like. I wish some of the features were more intuitive and more UI focused. Customer facing interfacing is lacking in easy of use and can create bottlenecks. Support team is overseas and creates a less than seamless experience in terms of trying to resolve issues quickly. Our renewal experience felt rushed and we had very little engagement from our CSM leading up to it. Review collected by and hosted on G2.com.

It helps keep internal processes and procedures clean and bullet proof. The customer facing URL gives customers a chance to particpate in the project roll out. The Forms feature makes it easy to gather and collect data. The files feature allows you to easily store documentation for each project which helps replace Google forms and Drive. Review collected by and hosted on G2.com.

The mobile app sucks. It's basically unusable and Smartsheet doesn't allow you to choose to use the mobile Chrome or Safari browser instead of the app. There is so much feature limitation on the mobile app. I honesly can't think of a system that is as awesome as Smartsheet that has a mobile app that is as limited and as terrible as it is. Review collected by and hosted on G2.com.

It would be easier to say what we don't use it more. We don't use it for ToDo lists or for messaging. We use Todoist and Slack for those. Otherwise, we literally use Smartsheet for our business.

Vendor Bill Approval

Client Invoice Approval

Timesheets

Project Budgets

Project Timelines

Trade Quote Management

The list goes on... Review collected by and hosted on G2.com.

I couldn't set more than one task responsible; when I try to assignee another person, the task is duplicated, and I didn't want this behavior. Another view I would like to see is a dropdown menu of Portfolios. Today we have only Projects, Teams and Starred. I can favorite my portfolios, but a dropdown menu dedicated to the portfolios would make thinks more organized for me. Review collected by and hosted on G2.com.

The main problem I had that Asana solved is the quantity of users that I can have. I need to share tasks and have the interation of my clients, and Asana fits perfect for that. Review collected by and hosted on G2.com.

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

Some users may find the initial setup process a bit complex, especially when configuring automation and integrations.

While the knowledge base is useful, it could benefit from enhanced search functionality to help users find information more easily. Review collected by and hosted on G2.com.

Zoho Desk is a powerful help desk solution that caters well to businesses looking to improve their customer support operations. With its extensive feature set, ease of use, and strong performance, it stands out as a solid choice for companies aiming to enhance their service delivery and customer experience. Whether you’re a small business or a larger enterprise, Zoho Desk offers the tools necessary to manage customer inquiries effectively and efficiently. Review collected by and hosted on G2.com.

I'm not sure - it's very easy to use. It's similar to a massive post-it note board that I can move around quickly and easily. I don't know what I don't like. Review collected by and hosted on G2.com.

#1 - it's starting to be a bit of a lead / follow-up board. We receive leads on people, subjects, businesses - we put them all into Trello. This is our primary list location for all future story tellers.

#2 - it is our action board, what we need to do on any given week. The other teammembers report their status here.

#3 - we are going to make it our social media calendar and also in theory, our podcast calendar. We are working out the logistics of that now. Review collected by and hosted on G2.com.

There are few limits where the data will be more and will end up in confusing and losing of data Review collected by and hosted on G2.com.

Autotask Professional Services Automation (PSA) helps in updating day to day data, docs, time logging, status of each and every ticket so that it will be useful for manager to track their employee. There was problem in our old system where checking everyone status and how many hours they have logged in and timeoff were not required approval but in autotask professional services Automation, Manager can get all the info and every week there is a option to submit the requests and manager has to approve it then only their time sheets will be prepared, this is major change which we bought to our organisation . Review collected by and hosted on G2.com.

From an admin perspective, the main dislikes about Salesforce Service Cloud are its complexity in initial setup and configuration, which can be time-consuming and require a steep learning curve. Additionally, the platform’s extensive customization options can lead to challenges in managing and maintaining the system efficiently. Review collected by and hosted on G2.com.

Salesforce Service Cloud helps by streamlining case management and automating workflows, which is crucial for our support team that handles a high volume of cases. It enables efficient tracking, prioritization, and reporting of customer support issues, ultimately enhancing team productivity and improving customer service outcomes. Review collected by and hosted on G2.com.

There are no major downsides to the system. If we're being picky, the design could be more sophisticated. Additionally, there is currently no way for us to access the deliverability information of our tickets, such as extracting the logs. Also, whenever a new contact is created, they are automatically emailed to create a Freshdesk account, which we do not necessarily want to happen every time. However, we have learned to work around these issues, and so far, I see more positives than negatives. Review collected by and hosted on G2.com.

Freshdesk is the primary tool we use for customer service at IPXO, particularly for handling a significant portion of our tech support communications. It enhances our team's efficiency by automating routine tasks, enabling the use of predefined responses, and providing valuable insights through data analysis. The platform also helps us track our performance on a daily basis, ensuring consistent improvement in our customer service operations. Review collected by and hosted on G2.com.

There are no specific points to dislike about Keka however the response from the customer support team sometimes takes longer. The process flow is lengthier and it consumes more time to read the entire module to understand the process. Since it is customizable it takes loads of time to remember the process and navigate the functions for someone moving from manual operations to Keka. Review collected by and hosted on G2.com.

Keka helps to resolve the manual calculations that are involved in payroll processing. It helps to circulate Form 16 easily to all the employees. It helps to calculate the income tax and document collection in one place. The leave and attendance management module makes it easier to track the employees attendance and penalize them whenever required. Keka is very useful for performance management and to implement the OKR module to track the performance of the resources. It helps in terms of goal setting, performance evaluation, and feedback sessions, which motivates employee engagement and growth. The manpower report can customized for HR analytics to derive decisions and it helps in optimizing data management and reporting. Review collected by and hosted on G2.com.

There are two minor features we currently miss in Bordio: the ability to export timesheets and a clock timer for tasks. We've provided feedback on these, and we understand they'll be included in upcoming updates. These small drawbacks don't significantly impact our overall positive experience with the product. Review collected by and hosted on G2.com.

We are a small team, and before we started using a task management system, we used WhatsApp to assign tasks to each other. However, as our team grew, it turned into complete chaos. We were overwhelmed with an enormous number of chats, information got lost, and it was difficult to track who didn't complete a task when needed.

Our work efficiency increased, team communication sped up, and Bordio's clear interface made it easy to plan sprints. Most importantly, we can now always check the work history.

We are still in the process of improving our workflows, but it is clear that Bordio will help us achieve the level of management we are aiming for. In terms of numbers: our turnover increased by 40% last year. Of course, this is the result of comprehensive work, but Bordio is one of the main innovations for us and likely has had a significant impact on this result. Review collected by and hosted on G2.com.

It has been extremely good, no fault on the platform. Review collected by and hosted on G2.com.

Managing multiple projects simultaneously can lead to a lack of visibility and difficulties in tracking progress, leading to missed deadlines and misaligned priorities.

WorkOttter enhance visibility, making it easier to monitor progress, adjust timelines, and ensure projects stay on track. Review collected by and hosted on G2.com.

I wish the knowledge base was available on smaller tiers, but i understand why its been added to the more expensive ones to create an upsell opportunity. Review collected by and hosted on G2.com.

Keeping all data in one place, so that people across different hubs have the same access to data to create a good experience for the customer. Previously these systems would sit seperate form one another and need connectors in order to share information. Therefore, having this is one place is helping the customer service teams be more productive and efficient, whilst also not requiring lots of connectors to keep the data in one place. Review collected by and hosted on G2.com.

One small area for improvement is the search functionality. Occasionally, the results are a bit confusing, as the chats are not always sorted properly by date, which can make finding the correct conversation harder. It would be great to see this refined in future updates. Aside from that, I’m very satisfied with the service and highly recommend it! Review collected by and hosted on G2.com.

Intercom is solving the challenge of daily communication with customers, allowing me to efficiently manage multiple conversations at once.

With its user-friendly interface and reliable features, I can easily provide customer support, track conversations, and respond promptly.

This tool helps me stay organized and productive, enabling me to do my job effectively and maintain smooth communication with our clients. Review collected by and hosted on G2.com.

At one point, giving access to customers to our technicians need to do find the "one specific" new customer in atera was rather cumbersome at times but now with the new update we can just give our technicians access to ALL customers as needed without additional clicks! Review collected by and hosted on G2.com.

Asset tracking! wanting to know if a PC or server is EoL or nearing used to take a lot of time, we needed to log in invidivually to each PC was not only time consuming but also tedious. Being able to use CMD, task manager, power shell and other windows features WITHOUT remoting in blew our freakin minds! We absolutely love Atera! Review collected by and hosted on G2.com.

I’m waiting for your AI assistant. I need him ))) Review collected by and hosted on G2.com.

team management, task planning, workload assessment, transparent productivity Review collected by and hosted on G2.com.

The past rendition of MindGenius stage was not as undertaking detailing amicable as current variants and it took a touch of experimentation to get the correct configurations for announcing especially on financials. While assets and time distributions are basic, we actually need to send out the activities to all the more costing driven programming items to get exact costings and following on costings for projects. No big deal as the similarity is acceptable. Review collected by and hosted on G2.com.

At first, we utilized MindGenius to catch and make organized web arrangements from gatherings. We utilized the note-taking, dismantling of contemplations, and re-development of brain guides to in a real sense make outlines and wireframes not long after gathering ends. At that point utilizing the guides to move straightforwardly to costing and undertaking plans was unfathomable. Review collected by and hosted on G2.com.