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Top Free Workflow Management Software

Check out our list of free Workflow Management Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Workflow Management Software to ensure you get the right product.

View Free Workflow Management Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
135 Workflow Management Products Available
View all Workflow Management Software
View all Workflow Management Software
Smartsheet
(21,208)4.4 out of 5
Optimized for quick response
View top Consulting Services for Smartsheet
Save to My Lists
Entry Level Price:$9.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Smartsheet is a modern work management platform that brings together people, processes, and technology to empower anyone to drive meaningful change. Organizations of all sizes use Smartsheet to manage

    Users
    • Project Manager
    • Senior Project Manager
    Industries
    • Information Technology and Services
    • Construction
    Market Segment
    • 41% Mid-Market
    • 34% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Smartsheet is a project management tool that allows for automation, collaboration, and data management.
    • Reviewers appreciate Smartsheet's user-friendly interface, its ability to streamline workflows, and its robust automation features that save time and improve efficiency.
    • Reviewers noted that Smartsheet can be overwhelming due to its numerous features, its advanced functions are not intuitive, and it has limitations in building advanced charts and reports.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Smartsheet features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Activities
    Average: 8.8
    8.5
    Flows
    Average: 8.7
    7.5
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Smartsheet
    Company Website
    Year Founded
    2005
    HQ Location
    Bellevue, WA
    Twitter
    @Smartsheet
    26,556 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,222 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Smartsheet is a modern work management platform that brings together people, processes, and technology to empower anyone to drive meaningful change. Organizations of all sizes use Smartsheet to manage

Users
  • Project Manager
  • Senior Project Manager
Industries
  • Information Technology and Services
  • Construction
Market Segment
  • 41% Mid-Market
  • 34% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Smartsheet is a project management tool that allows for automation, collaboration, and data management.
  • Reviewers appreciate Smartsheet's user-friendly interface, its ability to streamline workflows, and its robust automation features that save time and improve efficiency.
  • Reviewers noted that Smartsheet can be overwhelming due to its numerous features, its advanced functions are not intuitive, and it has limitations in building advanced charts and reports.
Smartsheet features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Activities
Average: 8.8
8.5
Flows
Average: 8.7
7.5
Integration
Average: 8.2
Seller Details
Seller
Smartsheet
Company Website
Year Founded
2005
HQ Location
Bellevue, WA
Twitter
@Smartsheet
26,556 Twitter followers
LinkedIn® Page
www.linkedin.com
4,222 employees on LinkedIn®
monday Work Management
(14,074)4.7 out of 5
Optimized for quick response
6th Easiest To Use in Workflow Management software
View top Consulting Services for monday Work Management
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    monday work management is a flexible, AI-powered platform that empowers organizations to plan, execute, and scale any type of work in one place. It connects every level of work — from everyday tasks t

    Users
    • Project Manager
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 30% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Monday Work Management is a project management tool that allows users to track tasks, collaborate in real time, and integrate with other tools like Slack and Google Drive.
    • Reviewers appreciate the intuitive and customizable nature of the platform, its visual boards for easy task tracking, real-time collaboration feature, and seamless integration with other tools.
    • Reviewers experienced issues with the platform's reporting tools, occasional outages, limited customization options in the main workflow, and a steep learning curve for non-technical stakeholders.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • monday Work Management features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.7
    8.3
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    monday.com
    Company Website
    Year Founded
    2012
    HQ Location
    Tel Aviv
    Twitter
    @mondaydotcom
    41,062 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,352 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

monday work management is a flexible, AI-powered platform that empowers organizations to plan, execute, and scale any type of work in one place. It connects every level of work — from everyday tasks t

Users
  • Project Manager
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 30% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Monday Work Management is a project management tool that allows users to track tasks, collaborate in real time, and integrate with other tools like Slack and Google Drive.
  • Reviewers appreciate the intuitive and customizable nature of the platform, its visual boards for easy task tracking, real-time collaboration feature, and seamless integration with other tools.
  • Reviewers experienced issues with the platform's reporting tools, occasional outages, limited customization options in the main workflow, and a steep learning curve for non-technical stakeholders.
monday Work Management features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.9
Activities
Average: 8.8
8.9
Flows
Average: 8.7
8.3
Integration
Average: 8.2
Seller Details
Seller
monday.com
Company Website
Year Founded
2012
HQ Location
Tel Aviv
Twitter
@mondaydotcom
41,062 Twitter followers
LinkedIn® Page
www.linkedin.com
3,352 employees on LinkedIn®

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ClickUp
(10,582)4.7 out of 5
Optimized for quick response
13th Easiest To Use in Workflow Management software
View top Consulting Services for ClickUp
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. ClickUp eliminates all forms of work sprawl to provide 100% context and a single place for hu

    Users
    • CEO
    • Project Manager
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 18% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • ClickUp is a project management tool that allows users to adapt it to various types of projects and tasks, providing a logical organization of functions.
    • Users like the flexibility of ClickUp, its ability to adjust to their needs, and its user-friendly interface that allows for easy customization and organization of tasks.
    • Reviewers mentioned that ClickUp can be overwhelming for new users due to its array of features and could benefit from more comprehensive onboarding material.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ClickUp features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Activities
    Average: 8.8
    8.8
    Flows
    Average: 8.7
    8.2
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ClickUp
    Company Website
    Year Founded
    2017
    HQ Location
    San Diego, California
    Twitter
    @clickup
    68,970 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,443 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. ClickUp eliminates all forms of work sprawl to provide 100% context and a single place for hu

Users
  • CEO
  • Project Manager
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 18% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • ClickUp is a project management tool that allows users to adapt it to various types of projects and tasks, providing a logical organization of functions.
  • Users like the flexibility of ClickUp, its ability to adjust to their needs, and its user-friendly interface that allows for easy customization and organization of tasks.
  • Reviewers mentioned that ClickUp can be overwhelming for new users due to its array of features and could benefit from more comprehensive onboarding material.
ClickUp features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.7
Activities
Average: 8.8
8.8
Flows
Average: 8.7
8.2
Integration
Average: 8.2
Seller Details
Seller
ClickUp
Company Website
Year Founded
2017
HQ Location
San Diego, California
Twitter
@clickup
68,970 Twitter followers
LinkedIn® Page
www.linkedin.com
1,443 employees on LinkedIn®
Asana
(12,475)4.4 out of 5
Optimized for quick response
14th Easiest To Use in Workflow Management software
View top Consulting Services for Asana
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Asana is a leading work management platform for human + AI collaboration. Over 170,000 customers like Accenture, Amazon, Anthropic, and Suzuki rely on Asana to align teams and accelerate organizationa

    Users
    • Project Manager
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 57% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Asana is a project management platform that facilitates team collaboration and progress tracking.
    • Reviewers appreciate Asana's user-friendly interface, diverse features, and seamless integration with other services, which enhance productivity and ease of implementation.
    • Reviewers noted that Asana lacks AI functionalities offered by competitors, can be overwhelming for new users due to numerous notifications, and some useful features are only available in higher-priced plans.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Asana features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Activities
    Average: 8.8
    8.6
    Flows
    Average: 8.7
    8.0
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Asana
    Company Website
    Year Founded
    2008
    HQ Location
    San Francisco, CA
    Twitter
    @Asana
    121,175 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,040 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Asana is a leading work management platform for human + AI collaboration. Over 170,000 customers like Accenture, Amazon, Anthropic, and Suzuki rely on Asana to align teams and accelerate organizationa

Users
  • Project Manager
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 57% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Asana is a project management platform that facilitates team collaboration and progress tracking.
  • Reviewers appreciate Asana's user-friendly interface, diverse features, and seamless integration with other services, which enhance productivity and ease of implementation.
  • Reviewers noted that Asana lacks AI functionalities offered by competitors, can be overwhelming for new users due to numerous notifications, and some useful features are only available in higher-priced plans.
Asana features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.7
Activities
Average: 8.8
8.6
Flows
Average: 8.7
8.0
Integration
Average: 8.2
Seller Details
Seller
Asana
Company Website
Year Founded
2008
HQ Location
San Francisco, CA
Twitter
@Asana
121,175 Twitter followers
LinkedIn® Page
www.linkedin.com
4,040 employees on LinkedIn®
Wrike
(4,444)4.2 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activi

    Users
    • Project Manager
    • Marketing Manager
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 43% Mid-Market
    • 35% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Wrike is a project management platform that facilitates team collaboration, task tracking, and workflow organization.
    • Reviewers appreciate Wrike's customizable dashboards, real-time collaboration features, and its ability to centralize project communication and file sharing.
    • Reviewers mentioned that Wrike can be overwhelming for first-time users, has a complex interface, and requires careful setup to avoid task duplication and notification overload.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Wrike features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Activities
    Average: 8.8
    8.3
    Flows
    Average: 8.7
    7.8
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wrike, Inc.
    Company Website
    Year Founded
    2006
    HQ Location
    San Diego, CA
    Twitter
    @wrike
    13,713 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,295 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activi

Users
  • Project Manager
  • Marketing Manager
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 43% Mid-Market
  • 35% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Wrike is a project management platform that facilitates team collaboration, task tracking, and workflow organization.
  • Reviewers appreciate Wrike's customizable dashboards, real-time collaboration features, and its ability to centralize project communication and file sharing.
  • Reviewers mentioned that Wrike can be overwhelming for first-time users, has a complex interface, and requires careful setup to avoid task duplication and notification overload.
Wrike features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.3
Activities
Average: 8.8
8.3
Flows
Average: 8.7
7.8
Integration
Average: 8.2
Seller Details
Seller
Wrike, Inc.
Company Website
Year Founded
2006
HQ Location
San Diego, CA
Twitter
@wrike
13,713 Twitter followers
LinkedIn® Page
www.linkedin.com
1,295 employees on LinkedIn®
Slack
(36,589)4.5 out of 5
Optimized for quick response
1st Easiest To Use in Workflow Management software
View top Consulting Services for Slack
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Slack is your single workspace that connects you with the people and tools you work with everyday, no matter where you are or what you do. With Slack you get real-time messaging through calls and chat

    Users
    • Software Engineer
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 41% Small-Business
    • 40% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Slack is a communication tool that facilitates team collaboration through organized conversations, file sharing, and integrations with other applications.
    • Users like Slack's intuitive interface, seamless real-time messaging, and the ability to organize discussions with channels, as well as its integration options with tools like Google Drive which improve productivity and make team collaboration effortless.
    • Users experienced issues with overwhelming notifications, difficulty managing active channels, occasional glitches, and a mobile app that can feel heavy when switching between channels, as well as challenges in differentiating between multiple channels.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Slack features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.7
    8.9
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    585,304 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    84,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Slack is your single workspace that connects you with the people and tools you work with everyday, no matter where you are or what you do. With Slack you get real-time messaging through calls and chat

Users
  • Software Engineer
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 41% Small-Business
  • 40% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Slack is a communication tool that facilitates team collaboration through organized conversations, file sharing, and integrations with other applications.
  • Users like Slack's intuitive interface, seamless real-time messaging, and the ability to organize discussions with channels, as well as its integration options with tools like Google Drive which improve productivity and make team collaboration effortless.
  • Users experienced issues with overwhelming notifications, difficulty managing active channels, occasional glitches, and a mobile app that can feel heavy when switching between channels, as well as challenges in differentiating between multiple channels.
Slack features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.1
Activities
Average: 8.8
8.9
Flows
Average: 8.7
8.9
Integration
Average: 8.2
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
585,304 Twitter followers
LinkedIn® Page
www.linkedin.com
84,574 employees on LinkedIn®
Karbon
(688)4.8 out of 5
Optimized for quick response
7th Easiest To Use in Workflow Management software
Save to My Lists
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combin

    Users
    • Accountant
    • Director
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Karbon features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Activities
    Average: 8.8
    9.0
    Flows
    Average: 8.7
    7.9
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    UA
    What I like best about Karbon is how it streamlines workflow and task management for accounting firms. Its intuitive task management and automation... Read review
    SS
    1. Karbon streamlines processes by automating workflows. It helps schedule client data collection, standardize common tasks, and anticipate... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    KarbonHQ
    Company Website
    Year Founded
    2014
    HQ Location
    Sausalito, California
    Twitter
    @karbonhq
    3,641 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    320 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combin

Users
  • Accountant
  • Director
Industries
  • Accounting
  • Financial Services
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Karbon features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
9.0
Activities
Average: 8.8
9.0
Flows
Average: 8.7
7.9
Integration
Average: 8.2
Verified User in Accounting
UA
What I like best about Karbon is how it streamlines workflow and task management for accounting firms. Its intuitive task management and automation... Read review
SS
1. Karbon streamlines processes by automating workflows. It helps schedule client data collection, standardize common tasks, and anticipate... Read review
Seller Details
Seller
KarbonHQ
Company Website
Year Founded
2014
HQ Location
Sausalito, California
Twitter
@karbonhq
3,641 Twitter followers
LinkedIn® Page
www.linkedin.com
320 employees on LinkedIn®
Basecamp
(5,385)4.1 out of 5
10th Easiest To Use in Workflow Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Basecamp is the #1 collaboration tool for hundreds of thousands of teams worldwide. Teams use Basecamp to work on projects, communicate, and get work organized every day. Whether with teammates

    Users
    • Project Manager
    • Marketing Manager
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 50% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Basecamp is a project management tool designed to improve communication between customers and businesses, offering features such as content management, direct communication channels, and a repository for project-related information.
    • Reviewers like the intuitive interface, the ability to manage different types of content, and the direct communication channels that make collaboration smoother and faster.
    • Users mentioned the lack of a search bar and some advanced project management tools, which can make finding specific information time-consuming and frustrating.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Basecamp features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Activities
    Average: 8.8
    8.5
    Flows
    Average: 8.7
    8.2
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    37signals
    Company Website
    Year Founded
    1999
    HQ Location
    Chicago, IL
    Twitter
    @basecamp
    6,552 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    175 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Basecamp is the #1 collaboration tool for hundreds of thousands of teams worldwide. Teams use Basecamp to work on projects, communicate, and get work organized every day. Whether with teammates

Users
  • Project Manager
  • Marketing Manager
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 50% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Basecamp is a project management tool designed to improve communication between customers and businesses, offering features such as content management, direct communication channels, and a repository for project-related information.
  • Reviewers like the intuitive interface, the ability to manage different types of content, and the direct communication channels that make collaboration smoother and faster.
  • Users mentioned the lack of a search bar and some advanced project management tools, which can make finding specific information time-consuming and frustrating.
Basecamp features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.6
Activities
Average: 8.8
8.5
Flows
Average: 8.7
8.2
Integration
Average: 8.2
Seller Details
Seller
37signals
Company Website
Year Founded
1999
HQ Location
Chicago, IL
Twitter
@basecamp
6,552 Twitter followers
LinkedIn® Page
www.linkedin.com
175 employees on LinkedIn®
Runrun.it
(1,334)4.8 out of 5
5th Easiest To Use in Workflow Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks,

    Users
    • Designer
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 36% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Runrun.it is a project management software that helps in organizing tasks, tracking projects, and facilitating communication between teams.
    • Reviewers frequently mention the software's intuitive interface, built-in time tracking, automatic report generation, and the ability to automate processes and integrate with other tools.
    • Reviewers noted issues with the software's Kanban visualization and editing options, unclear RR-Rating criteria, occasional system crashes, and a less intuitive mobile application.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Runrun.it features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Activities
    Average: 8.8
    9.0
    Flows
    Average: 8.7
    8.3
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Runrun.it
    Year Founded
    2012
    HQ Location
    Sao Paulo, Brazil
    Twitter
    @runrun_it
    1,403 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks,

Users
  • Designer
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 36% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Runrun.it is a project management software that helps in organizing tasks, tracking projects, and facilitating communication between teams.
  • Reviewers frequently mention the software's intuitive interface, built-in time tracking, automatic report generation, and the ability to automate processes and integrate with other tools.
  • Reviewers noted issues with the software's Kanban visualization and editing options, unclear RR-Rating criteria, occasional system crashes, and a less intuitive mobile application.
Runrun.it features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
9.2
Activities
Average: 8.8
9.0
Flows
Average: 8.7
8.3
Integration
Average: 8.2
Seller Details
Seller
Runrun.it
Year Founded
2012
HQ Location
Sao Paulo, Brazil
Twitter
@runrun_it
1,403 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
Jotform Workflows
(376)4.6 out of 5
15th Easiest To Use in Workflow Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jotform Workflows makes it easy to manage and automate your processes. With our drag-and-drop, no-code interface, you can easily create complex workflows that perfectly match your needs, set up condit

    Users
    • Owner
    • Director
    Industries
    • Non-Profit Organization Management
    • Hospital & Health Care
    Market Segment
    • 65% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jotform Workflows features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Activities
    Average: 8.8
    8.7
    Flows
    Average: 8.7
    7.5
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Adalton F.
    AF
    Help organize, optimize, and often automate the company's daily processes in a simple way, resulting in greater efficiency, productivity, and fewer... Read review
    joan carles a.
    JA
    Everyday includes a new integration that makes you easily adapt your company product to its functionalities. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jotform
    Company Website
    Year Founded
    2006
    HQ Location
    San Francisco, California
    Twitter
    @Jotform
    39,851 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    815 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jotform Workflows makes it easy to manage and automate your processes. With our drag-and-drop, no-code interface, you can easily create complex workflows that perfectly match your needs, set up condit

Users
  • Owner
  • Director
Industries
  • Non-Profit Organization Management
  • Hospital & Health Care
Market Segment
  • 65% Small-Business
  • 30% Mid-Market
Jotform Workflows features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Activities
Average: 8.8
8.7
Flows
Average: 8.7
7.5
Integration
Average: 8.2
Adalton F.
AF
Help organize, optimize, and often automate the company's daily processes in a simple way, resulting in greater efficiency, productivity, and fewer... Read review
joan carles a.
JA
Everyday includes a new integration that makes you easily adapt your company product to its functionalities. Read review
Seller Details
Seller
Jotform
Company Website
Year Founded
2006
HQ Location
San Francisco, California
Twitter
@Jotform
39,851 Twitter followers
LinkedIn® Page
www.linkedin.com
815 employees on LinkedIn®
Process Street
(455)4.6 out of 5
Optimized for quick response
9th Easiest To Use in Workflow Management software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 70% Small-Business
    • 24% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Process Street features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.7
    8.6
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Kate E.
    KE
    We rely on Process Street to standardize and document our recurring workflows. At TypeWell, we have a small team managing a wide range of projects... Read review
    Verified User in Computer Software
    AC
    It provides several features that allow you to create and manage processes, so you can keep a big library of processes well organized. Support... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Process Street
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,761 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 70% Small-Business
  • 24% Mid-Market
Process Street features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.6
Activities
Average: 8.8
8.9
Flows
Average: 8.7
8.6
Integration
Average: 8.2
Kate E.
KE
We rely on Process Street to standardize and document our recurring workflows. At TypeWell, we have a small team managing a wide range of projects... Read review
Verified User in Computer Software
AC
It provides several features that allow you to create and manage processes, so you can keep a big library of processes well organized. Support... Read review
Seller Details
Seller
Process Street
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,761 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
Rocketlane
(785)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Workflow Management software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved efficiency and collaboration.
    • Users like Rocketlane's user-friendly interface, its ability to streamline tasks, and its robust templates that make project setup efficient.
    • Reviewers experienced issues with Rocketlane's limited search functionality, occasional slow load times, and some found the initial learning curve and mobile functionality to be challenging.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Activities
    Average: 8.8
    9.1
    Flows
    Average: 8.7
    9.2
    Integration
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,391 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    215 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved efficiency and collaboration.
  • Users like Rocketlane's user-friendly interface, its ability to streamline tasks, and its robust templates that make project setup efficient.
  • Reviewers experienced issues with Rocketlane's limited search functionality, occasional slow load times, and some found the initial learning curve and mobile functionality to be challenging.
Rocketlane features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.2
Activities
Average: 8.8
9.1
Flows
Average: 8.7
9.2
Integration
Average: 8.2
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,391 Twitter followers
LinkedIn® Page
www.linkedin.com
215 employees on LinkedIn®
GUIDEcx
(456)4.6 out of 5
Save to My Lists
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 40% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Activities
    Average: 8.8
    8.9
    Flows
    Average: 8.7
    8.4
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • IC
    GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
    MP
    GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 40% Small-Business
GUIDEcx features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.8
Activities
Average: 8.8
8.9
Flows
Average: 8.7
8.4
Integration
Average: 8.2
IC
GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
MP
GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
177 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Pipefy
(231)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $26.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialize

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 52% Small-Business
    • 28% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pipefy features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Activities
    Average: 8.8
    9.2
    Flows
    Average: 8.7
    8.5
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • SL
    Conditional fields enable us to develop forms for dynamic and complex processes, all while keeping the forms looking clean and... Read review
    Verified User in Marketing and Advertising
    AM
    The possibility to create kaban processes with database Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Pipefy
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @Pipefy
    2,256 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    510 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialize

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 52% Small-Business
  • 28% Mid-Market
Pipefy features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
9.0
Activities
Average: 8.8
9.2
Flows
Average: 8.7
8.5
Integration
Average: 8.2
SL
Conditional fields enable us to develop forms for dynamic and complex processes, all while keeping the forms looking clean and... Read review
Verified User in Marketing and Advertising
AM
The possibility to create kaban processes with database Read review
Seller Details
Seller
Pipefy
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@Pipefy
2,256 Twitter followers
LinkedIn® Page
www.linkedin.com
510 employees on LinkedIn®
TaxDome
(660)4.7 out of 5
View top Consulting Services for TaxDome
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 100% Small-Business
    • 0% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Activities
    Average: 8.8
    8.3
    Flows
    Average: 8.7
    7.4
    Integration
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Airlines/Aviation
    UA
    It is easy to set up and their help has been mostly very good. Read review
    DL
    This really could be your one-stop shop for your firm. Workflow management, electronic signatures with KBA, client portal, chat, etc. They are... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    262 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 100% Small-Business
  • 0% Mid-Market
TaxDome features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.2
Activities
Average: 8.8
8.3
Flows
Average: 8.7
7.4
Integration
Average: 8.2
Verified User in Airlines/Aviation
UA
It is easy to set up and their help has been mostly very good. Read review
DL
This really could be your one-stop shop for your firm. Workflow management, electronic signatures with KBA, client portal, chat, etc. They are... Read review
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
262 employees on LinkedIn®