Workflow software are digital platforms that help businesses manage, design and automate processes.
When choosing a workflow software, here’re some factors you can consider:
A no-code platform means that the software doesn’t require you to code. So even for businesses who lack programmers in their team, they will be able to automate processes easily and quickly with the help of no-code platforms.
Every workflow needs a starting point where some form of data is first generated. Such data inputs can be easily collected using forms.
Workflow automation doesn’t mean that tasks have to be delivered like robots. For instance, when you’re sending an automatic email to new customers, you should be able to customise these emails for your recipients at the same time.
It’d be good to use a workflow software that offers data visualisation and insights, so that you can determine your business’s strengths and opportunities for improvement.
Consider this — would a HR person need to use a process meant for the Finance department?
A workflow software that manages user access will ensure that employees are tasked with only processes that are relevant to their roles.
Often, managing user access also helps employers to determine who can edit, view or use specific workflows. This would prevent unauthorised changes from being made to a company’s processes.
Here’s a list of workflow software that are able to fulfill the features mentioned above.
Forma is a no-code workflow automation software with 3 main pillars — forms, workflows and databases.
We provide a drag-and-drop interface to help users build their processes efficiently.
Forma offers both basic and advanced features for businesses to build a wide range of processes. Some of the more popular ones include calendar booking, multi-stage approvals, digital payment, signature authorisation and PDF document generation.
What’s more, you can get all of these features for free.
Nintex is a comprehensive low-code platform that covers process mapping and planning, workflow automation, as well as data analytics.
Its workflow automation software comes with a drag-and-drop workflow builder, form builder, document generator and e-signature functions. Nintex also includes third-party integrations with popular platforms like Dropbox, Sharepoint, Google Drive and more.
Image Credits: Nintex
For the standard workflow tool, Nintex’s subscription fee starts from $800 for a maximum of 10 workflows per month. The digital signature generation will be included into the package at a separate price.
Kissflow is a project management and workflow automation tool.
Its workflow automation software allows users to build forms and workflow diagrams without coding. The company also prides itself on providing custom dashboards that allow employees to view process data.
Kissflow has a broad list of useful features such as form routing, Google calendar booking and approvals. But currently, it doesn’t enable auto-generation of business documents.
Image Credits: Kissflow
The basic workflow tool starts at $160 per month for 10 users. You’ll need to subscribe to more advanced plans for a wider range of form fields (e.g. digital signature), add more members into the system, or access more customer service support.
As a low-code business process management software, Process Maker enables users to create forms and build workflows without coding. You can however, code your own scripts if you need to build more advanced workflows.
Unlike the previous 3 workflow tools, Process Maker’s workflow builder uses different shapes to symbolise different tasks as shown.
Image Credits: Process Maker
The standard plan for Process Maker is estimated to be around $1,500 per month. This is exclusive of per user pricing.
Integrify is a low-code workflow automation tool featuring a form builder, workflow builder and dashboards for reporting and analytics.
Its drag-and-drop workflow builder has a vast number of plug-ins and form fields, such as e-document generation and signature authorisation. There are many tabs and settings available to configure your workflows for more complex processes.
Image Credits: Integrify
Tallyfy is a workflow management software for businesses to create digital forms and automate processes with workflows.
In this case, the workflows are not designed in the form of a diagram but a linear checklist. Within each checklist, users can set conditional rules to route the process towards different pathways.
Image Credits: Tallyfy
Users will need to subscribe to Tallyfy’s Pro option to execute conditional if this then that rules. The Pro plan starts at $1,200 per year and $120 per month for 4 members.
Apart from being a workflow management software with form and workflow-building capabilities, Process Street also provides a space for employees to collaborate with one another. Team members can communicate through chats, as well as make comments or mark complete to specific tasks in a workflow.
Similar to Tallyfy, Process Street’s workflow is also built in the form of a checklist. The workflows can be scheduled to run daily, weekly or monthly.
Image Credits: Process Street
The standard workflow tool for Process Street is priced at $25 per user per month.
As with many other B2B products, choosing the right workflow software for your organisation can be challenging. Therefore, attempting a free trial with some of these workflow tools can be a good way to gauge your preferences.
Or even better, simply get started with Forma entirely for free.