Best Workflow Automation Software for Businesses in 2023

Best Workflow Automation Software are Comindware Tracker, Pipedrive, Quixy, and Kissflow. These applications ensure you can remove redundancy and discrepancy from different kinds of business processes by automating the entire workflow and scheduling different tasks at certain point of time.

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List of 20 Best Workflow Automation Software

Showing 1 - 20 of 58 products
#1

Prowly is a fully featured PR Software designed to serve Enterprises, Agencies. Prowly provides end-to-end solutions designed for Windows. This online PR system offers Direct Mail Management, Communications Calendar, Email Distribution, Article Author Database, Digital Asset Management at one place. Read Prowly Reviews

Starting Price: Starting Price: $269 Per Month

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Recent Review

"An absolute game changer" - tiheseb

#2

Kissflow Low-Code is a low-cost business-friendly code development platform. Kissflow Low Code comes with a customizable and easy-to-use user interface that allows even non-technical users to create working dashboards, and forms. Learn more about Kissflow Low Code

Starting Price: Starting Price: $3000 Per Month

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Emergents | 2023

#3

Omnisend is an email and SMS marketing automation platform tailored specifically for ecommerce. Full integration with ecommerce platforms, pre-built automation workflows, smart segmentation, and other features to increase your sales. Read Omnisend Reviews

Starting Price: Available on Request

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Recent Review

"Well workes" - Ravi

Contenders | 2023

#4

ActiveBatch Workload Automation & Enterprise Job Scheduling centralizes control over automated processes for enterprise-wide task orchestration and visibility. ActiveBatch's no-code/low-code approach allows users to build workflows faster. Read ActiveBatch Workload Automation Reviews

Starting Price: Available on Request

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Recent Review

"Best-in-class IT automation software" - Danny Zhang

Category Champions | 2023

#5

CMW Tracker provides non-coding workflow software for business process modeling and management, workflow automation and productivity boost. Minimize dependency on IT and empower non-technical users to design, run and modify Workflows with drag-and-drop simplicity. Read CMW Tracker Reviews

Starting Price: Starting Price: $29.99 User/Month

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Recent Review

"Automate Business Processes for 24/7 with Comindware Tracker " - Trinity Maruez

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Category Champions | 2023

#6

Quixy is a power-packed digital transformation platform helping enterprises enhance efficiency, transparency, and productivity of business operations by empowering business users with no coding skills to automate workflows and processe. Read Quixy Reviews

Starting Price: Starting Price: $20 Per User/Month, Billed Annually. Starts with minimum 20 users

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Recent Review

"Quixy has made it simple and easy to create applications and solve business problems" - Hima Varsha CVSLA

#7

Pipedrive is leading web-based Lead Management system loved by large number of sales teams. It is also a sales pipeline management tool to centralize the sales process arounf deals and helps team members focus on the right thing. Read Pipedrive Reviews

Starting Price: Starting Price: $12 User/Month

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Recent Review

"Ultimate CRM for B2B Business" - Harshit

Contenders | 2023

#8

Using the KiSSFLOW workflow management software you can design your organization’s workflow process in a matter of minutes. The automated workflow can then be used by members of your organizations immediately. Read Kissflow Process Reviews

Starting Price: Starting Price: $9 User/Month

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Recent Review

"We found it to be great product,great value for money, working mostly as expected and always on time." - Ashfaq Ali

#9

Super-easy solution for you! Say goodbye to complicated CRM systems, and hello to our intelligent Sales Software that makes prospecting easy. Multiple roles eg. Owner, Admin, Team Manager, Agents. Read Sales Simplify Reviews

Starting Price: Available on Request

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Recent Review

"Create your workflow in no time" - Sham Nasari

#10

Xerox DocuShare is one of the most powerful, flexibility and easy to used of enterprise content management system on the market. It is easily web-based on interface distribution workforce and sharing information from anytime and anywhere. Read Xerox DocuShare Reviews

Starting Price: Available on Request

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Recent Review

"Xento software " - Jaydutt G Pawar

#11

isLucid is a single place to manage your Microsoft Teams meetings information and transcripts with an inbuilt AI virtual meeting assistant. Read isLucid Reviews

Starting Price: Starting Price: $119 Per Month

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Recent Review

"isLucid helped me to collect the most important parts of meeting easily" - Dovil? MilaĊĦauskait?

Emergents | 2023

#12

Comidor is an Automation Platform, powered by Low-Code BPM and AI that helps businesses to create the workspace of the future and rediscover their competitive edge. Read Comidor Automation Platform Reviews

Starting Price: Available on Request

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Recent Review

"Comidor is powerful, yet you don't need to be an IT to use" - Sissy K.

Contenders | 2023

#13

Salesmate is the smart solution for the CRM to the small to medium size industry for enhancing their sales management. With Salesmate, it is now easy to track the sales progress, deals and get real-time entire sales reports. Read Salesmate CRM Reviews

Starting Price: Starting Price: $15 User/Month/Billed Annually

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Recent Review

"Good" - MuhammadSahil Jora

#14

QuickBase is one of the best business process management software for improve teamwork, collaboration, to create solutions for unique process, and optimization and automate key business processes. Read QuickBase BPM Reviews

Starting Price: Starting Price: $15 User/Month

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Recent Review

"Great functionality" - Maulik Mangukiya

Contenders | 2023

#15

Streamline operations and business processes with a highly-customizable platform. Deploy in minutes and without the need of IT support or technical skills. Free for up to 10 users. Read Pipefy Reviews

Starting Price: Starting Price: $12 User/Month

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Recent Review

"Acknowledge business rules well and act accordingly" - Sainath Gajendran

#16

Generating leads and collecting data is now easy and effortless with the help of JotForms, one of the most trusted form automation software. The form software comes with user-friendly form builders that create online forms in no time. Read Jotform Enterprise Reviews

Starting Price: Available on Request

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Recent Review

"Extremely wonderful" - Daniel Promise

#17

ZapUp is workflow automation software that allows you to automate repetitive tasks and integrate two or more applications. On a single platform, ZapUp allows you to integrate your everyday applications, assign tasks, and monitor workflow. Read ZapUp Reviews

Starting Price: Starting Price: $14.99 Per User

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Recent Review

"A Superb No-Code Automation software" - sandhya bobbili

#18

TouchBase offers project mgt solutions to Professional Services, Pharma, EPC, Engineering, etc. It supports business cases, proposals, NPD, schedule, resources, costs, procurement, risks, etc. It integrates with ERPs, CRMs, Accounting. Read ProductDossier PSA Reviews

Starting Price: Available on Request

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Recent Review

"Excellent Project Management Software" - Anupam Khandre

Category Champions | 2023

#19

cflow is a cloud-based workflow automation software that provides a simple way to automate business processes within companies. cflow helps SMBs transition from running their operations on emails and spreadsheets to using business applications that help increase productivity and reduce costs. Read Cflow Reviews

Starting Price: Available on Request

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Emergents | 2023

#20

Bautomate is a digital automation platform for businesses. It has built with AI, NLP technologies. It has RPA ,BPM, OCR and DMS components. Read Bautomate Reviews

Starting Price: Available on Request

Recent Review

"Bautomate resolved the complex issues in our invoice processes" - Sharan Sundar

Until 31st Mar 2023

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What is Workflow Automation Software? 

Every company aims to minimize its operational costs while improving its work productivity. 

Implementing workflow automation is the best way to achieve maximum ROI. 

Workflow automation software is a set of technology that aims to automate manual work like data entry based on predefined rules. It can be leveraged to carry out tasks that require a lot of manual paperwork, eliminating or reducing human intervention. 

Not only that, but it provides a complete overview of all workflows. Businesses can keep a tab and have a full report on company-wide performance. 

In short, it can help your business reduce errors, save time, and enhance productivity. 

How Does Workflow Automation Work? 

Workflow automation tools use rule-based logic to automate various tasks. 

First of all, businesses need to choose the workflow they want to automate. Once decided, there are a few steps that need to be followed to run your workflow automation solution effectively. 

1. Build a Visual Representation of Your Workflow

Visual representation is basically a workflow chart in which you use diagrams and symbols to represent the tasks you want to automate. 

This representation helps in identifying the gap and processes that can be filled and streamlined. These symbols are: 

Rectangle depicts the process that needs to be automated; Diamond represents the decisions that need to be made; Oval for the beginning of a process; and arrows connect the steps. 

2. Choose an Automation Solution

Next in line, you need to choose a suitable workflow automation tool that fits right into your requirement. 

There are plenty of options available in the market - both free and paid versions. However, after defining your workflow automation processes, you can consult and get inputs from the departments that are more likely to use it. 

The easiest way is to create a form that users can fill out to provide input on the workflow.

3. Set the Workflow KPIs

It’s crucial to identify and establish automation KPIs to measure the progress and final result. 

For instance, you can easily measure the error rate of a process or the average time it takes to compete or run a task.  It will help keep track of the performance of the automation solution. 

4. Test the Automation Process

Before finally deploying your automated workflow process, it’s safe to carry out a test to check if there are any loopholes. 

Even if you think your workflow is airtight, there are possibilities that it might have left out a critical step. That’s why businesses shouldn’t ignore automation testing. 

5. Launch Your Workflow Automation Process

The final step is launching the automation. 

Make sure that all your staff members are trained well and understand how things work. Once it is launched, regularly monitor the workflow performance based on the KIPs set earlier. 

If it isn’t performing well, make some modifications to get the best result. 

Features of Workflow Automation Software

The more complex the solution, the more features are included. 

Some of the common functionalities of enterprise workflow solutions are: 

1. Role-based Access Control

This feature allows businesses to easily define individual roles and grant them access based on their responsibilities. 

2. Task Assignment

It enables users to assign or/and reassign tasks to other users. They can either choose to automate or manually define processes for assigning tasks. 

3. Graphical User Interface

Having a user-friendly interface is highly essential. Users can learn to access and generate data with minimal training. It makes it easy for non-technical users to develop workflows with a drag-and-drop tool without typing any command. 

4. Reporting

The reporting module enables users to gain real-time visibility into business progress. Users can easily extract information and view it from the dashboard. It can generate reports on production estimates, running time, and more. 

5. Mobile Access

Given that people are always on-the-go, it becomes essential to have a solution that can be accessed from mobile devices. This enables multiple users to access the workflow simultaneously via a device with an internet connection. 

6. Automatic Notifications

This module makes it possible for users to get automatic updates on the status of a task. It sends out notifications via email or text, such as when the task was assigned, to whom it was assigned, and much more. It even notifies if another user does any modification. 

7. Form Designer

Form-designer functionality enables users to design digital forms from the built-in form designer tool.

Role of a Workflow Automation Software in an Organization

Workflow automation solutions can be used in almost every department of an organization. 

From marketing to human resources, and accounting and finance department - each one of them can benefit from workflow automation. 

Let us look at how. 

1. Marketing and Sales Automation

Workflow automation can help automate a lot of mundane or repetitive tasks. 

You can easily automate email marketing to nurture your prospects with offers. Otherwise, it generally takes seven clicks to send an email, which can be quite time-consuming. 

Besides, you can automate posting social media updates. It allows you to schedule your entire social media calendar. 

2. Human Resource Automation

Automation saves you the time and effort that would otherwise go into manually entering your new hires’ personal information, like social security numbers, contact details, and other information into the payroll system

Besides, automation ensures that all the data entered are accurate and reliable. 

3. Accounting and Finance Automation

You can create workflow automation to take care of specific tasks, such as building forms, designing a workflow, tracking processes. 

HR or managers can automatically process expenses or reimbursement requests, budget approval, and more. 

4. IT Automation

The IT department has to take care of various processes that can be easily automated. 

For instance, regularly updating stakeholders on the status of the projects or managing assets of the business can be a time-consuming process. The good thing is that with the help of workflow automation tools, these processes can be automated to some extent. 

Similarly, things like trouble tickets and support requests can be taken care of. 

Types of Workflow Automation Software

There are mainly three types of enterprise workflow solutions: 

1. Feature-Based Model

As the name suggests, this software option includes workflow solutions that run basic to more complex systems. Such models can even be customized to accommodate functionalities as per one’s business requirement. 

2.Technology Model

Such models take into consideration the technology services that are available to develop personalized workflow solutions. 

3. Integration-Based Model

This integration-based model focuses on the implementation of the workflow applications within other platforms, such as customer relationship management (CRM) solutions. It ensures the seamless transfer of data from one system to another.

Industries that Uses Workflow Automation Software

The best workflow automation software is so designed that it can help businesses across various industries save time and boost productivity. 

Every industry follows the same steps - break down processes into steps and automate each step methodically. Some of the industry that commonly uses workflow automation solutions are: 

1. Insurance Companies

Insurance companies heavily rely on workflow automation solutions. Their main workflow is form-based, so instead of creating and maintaining paper-based forms, they use electronic forms. 

With the help of enterprise workflow solutions, insurance claims can be submitted and processed more smoothly. Besides, they use it to deliver policies to the customers. 

And the fact that these solutions are mobile-friendly makes it possible to log critical information from the exact place where the claim was made. This helps applications get into the system quickly. 

2. Educational Institutions

Yet again, educational institutions have to deal with a huge number of forms during the admission process. Then, they need to maintain a record of the details of every student and staff member. 

Manually entering data can be such a time consuming and tiresome process. Besides, these are more prone to human-made errors. 

But with workflow automation tools, people can easily register online and request for service. It streamlines the entire operations processes and saves thousands of dollars. 

3. Courier and Messaging Service Companies

Courier services are a fast-paced industry, and it involves various steps while delivering a product, such as locating the address, getting a signature, and logging deliveries. 

When the workflow solution is mobile-friendly, it becomes easy for the delivery person to take care of each process from their mobile device itself. It eliminates the need to manually enter data into the central system at the end of the day, saving time and effort. 

Benefits of Using Workflow Automation Software

Here are some of the basic advantages that it has to offer irrespective of the industry you belong to. 

1. Improves Communication and Teamwork

Workflow automation solutions provide a convenient platform for internal communication. Thus, it makes it easy to quickly share information within your teams or different departments. 

Besides, effective solutions send out automatic notifications about the current status of the project. 

It results in improved coordination and increased productivity. 

2. Reduces Error and Saves Times

Humans are prone to error, even when they are extremely careful. 

While entering data, there are chances of duplication of entry or complete elimination. Such errors can cost a fortune in some cases. 

However, with the implementation of workflow automation software, it reduces the risk of error and saves time. 

It automates various repetitive and mundane tasks, thereby saving time and effort. Employees can then utilize the saved time in more critical tasks at hand. 

3. Improves Quality of Service

Performing repetitive tasks can affect the morale of an employee. 

Performing challenging and new tasks daily can keep them motivated while boosting their productivity at the same time. 

When they feel motivated at work, it automatically enhances their work quality. Businesses have seen a rise in the productivity level by 12 to 15 percent after implementing automated workflow solutions. 

Common Problems of Automation Process and How To Fix Them

If you want to reap the maximum ROI, the proper implementation of the workflow automation solution is highly essential. 

Here are some common mistakes that organizations can avoid to maintain their workflow efficiency. 

1. Half Implementation

It’s essential that when a new system is deployed, all the staff members are given adequate training. 

If a user finds it difficult to use, they might see the system as a hindrance rather than a productivity tool.  As a manager, you might see investing in software as an asset, but it might turn out to be flakey soon without proper training. 

2. Automating Broken Process

It’s important to note that workflow automation can’t fix a broken process. And if the process is broken, automation is not going to help either. Before digitizing a process, analyze it thoroughly to create a workflow chart that can actually work. Otherwise, it will only lead to more confusion and no result.

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FAQs of Workflow Automation Software

Workflow Automation Software assists in orchestrating automated workflows for different business processes, from financial records management to access entries for employees at the gate. With automation, the chances of errors generated due to human actions can be reduced, and also you will be able to use the resources for something more productive.

The workflow automation software can help design, execute, and automate processes based on workflow rules. Here, the human tasks, data, and files are routed between people and systems on the basis of pre-defined business rules.

ProcessMaker is the best workflow management software to enhance and streamline the flow of data via different systems and tasks. It depicts processes using BPMN 2.0 notations.

A workflow application typically refers to a software application that can automate business-related processes for an organization. However, it may also include processes that require a series of steps that need to be automated using the software.

Workflow automation allows you to automate CRM-related tasks that you handle manually. Contacting relevant parties, sending welcome emails to new clients, or contacting a CSR about a customer issue can all be automated using this software.


Each workflow component can be described with these three parameters:

Input:It includes resources and materials to complete a step.

Transformation:These rules dictate how the input is received and processed.

Output:These include materials and resources produced by the step, which act as inputs for the next step.

Last Updated: February 27, 2023