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What is Free Workflow Management Software?

Workflow management software coordinates interactions between employees and software apps. It synchronizes the flow and interaction patterns across automated and human tasks. This expertise has improved over the course of the past 20 years. It has evolved from a technology that is embedded within individual systems to a middleware-like technology, shared as a utility across multiple platforms.Show more Workflow management technology is presented in specialized forms. For example, human workflow technology solutions place software controls around manual tasks to better manage and harmonize them. This category of workflow is separate from document and image-centric workflow, and assists interactions and steering with semi-structured content. Start by checking our leader monday.com, and other recommended solutions in this category.Show less

How was this ranking made?

In order to come up with this list of best Free Workflow Management Software we have checked different apps currently present on the market, studying their features, ease of implementation, customer support, possible integrations and mobile support with our exclusive SmartScoreTM rating algorithm. This list has been developed by Louie Andre, our B2B authority responsible for the Free Workflow Management Software category.

List of Top 12 Free Workflow Management Software

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1. monday.com

Our score: 9.8 User satisfaction: 99%

An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.

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2. Wrike

Our score: 9.5 User satisfaction: 99%

A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights.

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3. EZOFIS

Our score: 8.0 User satisfaction: 97%

EZOFIS is a digital transformation solution that features robust automation of business applications while maintaining simplicity and ease of use.

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4. Trello

Our score: 9.4 User satisfaction: 97%

An efficient project management system that lets you break down large projects into smaller tasks and lists. It offers Kanban-style boards, cards, and lists, along with drag-and-drop functions to help users organize projects and track project progress. This mobile-ready platform also has a free version that’s great for small teams.

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5. Jira

Our score: 9.3 User satisfaction: 97%

A popular project management software used by top brands such as eBay and Cisco. This platform offers flexibility through its ability to support Scrum, Kanban, and Scrumban methodologies. Its simple, intuitive interface helps managers set clear workflows to improve productivity.

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6. Zapier

Our score: 9.0 User satisfaction: 97%

Zapier is a popular platform that links various apps together to automate workflows easily so users can focus on more important aspects of their work.

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7. Studio Creatio Free

Our score: 9.0 User satisfaction: 92%

A free business process management solution built to help users design process diagrams with visual tools. The process designer utilizes the BPMN 2.0 standard to empower businesses to work with standardized process models. Additionally, it allows teams to collaborate on business process design in real-time.

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8. Workstatus

Our score: 8.7 User satisfaction: 97%

Workstatus is a workforce management software that enables you to track time worked, monitor task and project progress, and measure team productivity.

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9. Yoroflow

Our score: 8.0 User satisfaction: 100%

Yoroflow is a BPM framework that enables you to implement business workflow automation solutions through codeless process designing, application integration, and data visualization.

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10. Gruntify

Our score: 8.0 User satisfaction: 100%

Gruntify is an end-to-end, cloud-based workflow management solution designed to simplify field work.

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11. Bizbee

Our score: 8.0 User satisfaction: 100%

Bizbee is a self-service business process automation platform designed primarily to automate business processes and workflows of SMBs and enterprises at a time.

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12. GoodDay

Our score: 8.7 User satisfaction: 100%

An easy-to-use, cloud-based work, product, and project management software built for small, medium-sized, and large enterprises in any industry.

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Free Workflow Management Software Guide

Table of contents

Tools for managing workflows could assist in organizing and streamlining the operation of your firm. However, how can one choose an appropriate app among the dozens of apps that are now available? This buyer’s guide to free workflow management software will assist you in finding the most suitable solutions for your requirements by providing an overview of the most important features, advantages, and considerations to take into account.

Get to know each product with free trial

Most free plans are limited and they do not give you the complete picture. So, registering for the free trial for the full feature set is an excellent way to get to know the software product. You will not only be able to evaluate the various systems, but you will also have the opportunity to test out the primary functions of each product free of charge. You can get started by finding out whether or not the following high-quality products—monday.com, Wrike, Trello, Studio Creatio Enterprise, and Jira—provide a free trial or sample version of their software. In our studies of workflow management software, free trials of these platforms result in higher sign-ups, so check them out and see for yourself.

Targeted Businesses

  • Growing businesses (SMBs) can utilize free workflow management software to optimize and monitor their business workflow. Furthermore, such tools can assist companies to lay down new processes as they scale.
  • Large corporations and international enterprises can use workflow management systems to ensure that their current processes are efficient and not wasting any resources. Additionally, it allows managers and directors to ensure that different branches and locations are always in-sync with the overall goals of the company.

Examples of Workflow Management Software

  • monday.com – The system is a flexible and adaptable project management platform that may help you better plan and track your work. monday.com accommodates the many ways by which you and your team members approach tasks with its visual scheduling interface and configurable process configurations. You can split up projects for your team, keep tabs on their progress, and make sure they’re all done on time with the help of monday.com, which can be thought of as a whole productivity suite. When you create an account on monday.com, you’ll have access to project templates that may serve as the foundation for your system. Options for managing daily tasks, departmental plans, and overall workflow are all part of this suite.
  • Wrike – It’s a program that lets you design your own processes, so you can monitor the development of your projects from start to finish. The workflow stages of all tasks and projects are shown clearly in one place with Wrike. According to the standard process, consumers get a single status across all four workflow categories. The optimal procedures of your team may be reflected in the workflows you design, which can be used to track the progress of your project. You can view your data in a variety of ways in real time using Wrike, an online solution for managing workflows. The most recent data is then used to build and refresh the reports. With this method, you won’t have to worry about the time-consuming chore of updating spreadsheets.
  • Trello – Kanban boards, cards, and lists, which can be used to monitor the statuses of multiple projects, are all employed in the program to help you shift tasks or arrange your resource materials in real-time. Trello’s flexibility makes it a great tool for managing projects of any size or kind, whether personal or professional. In other words, the software can be used to handle both professional and private responsibilities. The cards can have checklists, files, and deadlines added to them. In a group setting, this is invaluable for facilitating communication and cooperation. This makes it easy for everyone to know where the project stands and what has to be done to get it finished.
  • Studio Creatio Enterprise – With the no-code platform, businesses have complete creative control over their applications and workflows, even at the corporate level. Professional corporate applications and digital processes may be made by users of any background and level of technical expertise, thanks to the integration of state-of-the-art technologies for software lifecycle management, no-code software implementation, and even UI design. Studio Creatio Enterprise centralizes your company’s sales, marketing, and service activities so that you can easily coordinate with them. File sharing and improved communication are made possible to reduce wait times and mistakes on individual and ongoing projects.
  • Jira – The popular project management software aids users in planning, prioritizing, and delegating activities. Jira Software’s compatibility with the Agile, Kanban, and Scrumban frameworks gives teams the freedom to plan in whatever approach works best for them. Users can effortlessly cooperate with one another and streamline all of their activities because of the simple but very effective user interface. Because it can communicate with more than 3,000 other programs in the Atlassian Marketplace, the software is easily customizable. Thanks to the many available add-ons, you may modify your membership to incorporate the specific features you want at any given time.

Types of Workflow Management Software

There are three distinct categories of software applications for managing workflow:

  • Feature-based – Workflow management applications come with features dedicated to addressing various processes in the company. Most of these platforms work on their own, with enough flexibility to run a small or growing company.
  • Integration-based – This type of workplace management software serves as a central hub for all the company’s tools. It is designed to integrate with most business software, which means it does not replace your tools, but rather compliments them.
  • Technology-based – One of the more advanced options out there, it aims to unify your company’s operations, from tools, and processes, to resources, and more. More often than not, you will need an IT team to implement such a workflow management system, as it requires coding expertise to integrate varying technologies.

Key Features of Workflow Management Software

  • WYSIWYG form creator: It is essential to design a straightforward form that can be completed quickly and simply by consumers. Tools of high quality often include a form designer that gives you the ability to see, in real-time, how the users of your form will see it. They provide a form designer that is both intuitive and simple to use, and you do not need the assistance of a professional in order to learn how to use it.
  • KPI and performance reporting: You are able to identify and evaluate where the hurdles are, as well as where your attention should be focused, thanks to a powerful KPI-based reporting function. With all the details in one place, the software makes it easier to uncover opportunities and threats, so you can create data-driven decisions.
  • Access control based on users: It is not appropriate for all users to have access to sensitive information that is included inside business processes. You are able to tailor what each user can view and modify inside a workflow management system depending on the role that they have been assigned.
  • Integration with other business apps: It is important to include workflow management software in the day-to-day operations of your company. This is especially beneficial if you are already using other technologies for the automation of projects and processes.

Benefits of Workflow Management Software

Increased accessibility

Because most of them are web-based, free workflow management software enable workers to easily access data from any device as long as it has internet connectivity. A good system should also have an application for an offline workflow, which enables users to continue working even in situations when there is no internet connection. Another benefit is that numerous workers can use the system at the same time, which increases the overall productivity of the company.

In-depth insights into workflows

Applications for managing workflow provide company owners with powerful reporting tools that can be used every day to review activities and the costs associated with them. They provide you with information that is up to date each and every day, and you can also handle any issues early on to compensate and increase margins. You are able to view snapshots of your complete firm via the use of reporting dashboards and tools, and you can also dig into minute details.

Cost-efficient plans

The majority of providers of workflow management software offer payment arrangements on a month-to-month basis. A new account can be activated by paying a one-time activation fee, which covers the price of the account as well as the costs of setting it up and teaching you. However, before you subscribe, you should do some research to find out whether there are any other expenses in addition to the monthly membership charge.

Intuitive interface

Even if a system has a lot of useful features, it does not automatically make it simple to use. In order to ensure that your workers have a low learning curve and are able to start using the system efficiently as soon as possible, it is recommended that you take advantage of the free trials offered by a variety of apps in order to determine how simple it is to learn how to use those applications.

Reduced redundancy

The redundant aspects of a process are brought to light by workflow automation, but in a manual workflow management environment, these inefficiencies could go under the radar. This improves the efficiency of the workforce while also reducing the amount of time and resources that are wasted on jobs.

Increasing usability through simplicity

Many businesses are utilizing workflow management software to minimize technological alternatives and to rely more on repeatable techniques, checklists, and processes to produce desired behaviors. They are able to make use of procedures that are simple to design, alter, and update as required, and which can be maintained by business users without the assistance of IT employees.

Collaboration to boost productivity

Workflow management software is being used in businesses in an effort to enhance cooperation and increase overall efficiency. They are making use of technologies that are driven by processes in order to make it possible for workers to collaborate on the creation, sharing, and distribution.

Reducing the workload of IT teams

The intuitive user interfaces of cloud-based workflow management applications imply that businesses need less assistance from their IT departments when it comes to deploying, managing, and maintaining systems as well as providing support for end users. Increasingly, companies are making investments in solutions that give interfaces and tools to assist workers in resolving the majority of problems on their own. This improves both decision-making and operational efficiency.

Better decision outcomes using AI

The decision-making process is one of the aspects of workflow automation that is currently being tackled by researchers working in the field of artificial intelligence. It is possible, with the use of the appropriate framework for machine learning, to add tools and features that are able to independently and autonomously make judgments based on data, without the involvement of a person.

Potential Issues

Numerous methodologies and strategies

Because there are different approaches to and tools for business workflow management, it can be challenging for the management of a firm to choose which technique or technology to use. For instance, inside a business, there can be supporters of Agile and Scrum, in addition to those who want to mix the two approaches. Therefore, it is essential to reach a consensus on the technique and tools to be used and to tailor the approach that is ultimately selected to the requirements that are unique to your firm.

Lack of expert staff

It is not always easy to locate personnel who are competent in the use of business software that manages workflows. As a result, it is essential to provide training to your current staff so that they can effectively understand and use the program. The investment of time and effort by companies in increasing the skill level of their staff members in order for them to make good use of the solution will lead to increased levels of both efficiency and productivity.

Boosting Efficiency and Productivity Through RPA

When it comes to demonstrating how much bots can do when carrying out human duties, robotic process automation (RPA) is lifting the bar to an extremely high level. Despite the fact that RPA is still focused on tasks, the notion of fully integrating this system into process automation is an intriguing concept.

The combination is perfect, and it is gaining popularity in the field of business technology. The assignment of tasks, the monitoring of progress toward goals, and the setting of deadlines are all handled by a workflow management platform. On the other hand, bots are able to handle particular jobs, allowing for the delivery of outcomes that are both quicker and more efficient.

When it comes to managing individual responsibilities, however, we are already able to get a sense of how well this technology operates even if we have not yet realized RPA’s full potential. The opening of emails and other applications, the extraction and processing of data, the collection of statistics, and other activities are included in these activities.

The Rise of Remote and Hybrid Teams

When compared to managing on-site staff, managing remote and hybrid teams involves a distinct shift in both strategy and dynamics. A dependable workflow management platform that is hosted in the cloud is a vital tool for managers of remote teams. This technology ensures that all activities are completed in a smooth manner, regardless of where the team members are physically situated.

Working remotely presents a whole new set of challenges and constraints. When a team is still in the process of adapting to working from home, there is a greater chance that a variety of problems may crop up and disrupt the workflow. Because of this, it is possible that you will need to make modifications to your workflow in order to meet the changes in the working environment you and your team will be operating.

When it comes to managing remote teams, however, having an effective workflow management system is not enough. Even while process automation eliminates the need to remind team members of their responsibilities and engage in excessive micromanagement, it does not provide all of the tools that are necessary to keep a team connected and motivated. There are several workflow management systems that come packaged with their own in-built capabilities for communication and collaboration. Integrating, on the other hand, with other software programs is always a possibility.

List of Free Workflow Management Software Companies

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User reviews:
Workstatus reviews

Workstatus

Free Workflow Management Software
8.7
$4.99
97%
EZOFIS reviews

EZOFIS

Free Workflow Management Software
8.0
By quote
97%
Yoroflow reviews

Yoroflow

Free Workflow Management Software
8.0
$180
100%
Infolio reviews

Infolio

Free Workflow Management Software
8.6
$4.99
94%
Gruntify reviews

Gruntify

Free Workflow Management Software
8.0
$29
100%
airSlate reviews

airSlate

Free Workflow Management Software
8.8
$30
91%
Coupler.io reviews

Coupler.io

Free Workflow Management Software
8.0
$49
92%
Studio Creatio Enterprise reviews

Studio Creatio Enterprise

Free Workflow Management Software
9.3
$25
93%
GoodDay reviews

GoodDay

Free Workflow Management Software
8.7
$5
100%
Clappia reviews

Clappia

Free Workflow Management Software
8.0
$3
-
Zoho Projects reviews

Zoho Projects

Free Workflow Management Software
9.1
$5
100%
Wrike reviews

Wrike

Free Workflow Management Software
9.5
free
99%
Cflow reviews

Cflow

Free Workflow Management Software
8.0
$5
-
monday.com reviews

monday.com

Free Workflow Management Software
9.8
$8
99%
ClearCalcs reviews

ClearCalcs

Free Workflow Management Software
8.0
$24
100%

Things to consider when you invest in a SaaS

There are plenty of cloud-based SaaS solutions available in the market and this makes it hard for a company to select a suitable app for their needs. The first aspect to consider is usability. Be clear about the changes needed for your team’s procedures and workflow when you implement the software. Procure a solution that adapts to your processes and not the other way around.

The second feature to consider is the user interface. It should be uncomplicated and easy to use so that your employees get the hang of it quickly. Get them involved in the selection and usage process, and analyze their daily needs to find a good fit. Make the users look at the demos and try out the free trials and obtain their reviews.

The third important feature is scalability. Select a solution that can grow with your organization. Though many SaaS vendors offer enterprise packages, these are costly for a lot of companies. So, check if the platform allows you to export your data and migrate to another system if required. In fact, pick a provider that allows you to export your data as you can trust their honesty and they are the correct type of SaaS brands you should look to associate with.

Frequently asked questions about Free Workflow Management Software

What is the best free workflow management software?

The best free workflow management software is monday.com. This platform makes use of its distinctive “Board” idea to link the members of the team to the projects and tasks that they are working on. The board has a display of all insights and statuses connected to assignments and projects, making it easy for managers, supervisors, and other personnel to access and evaluate the information.

monday.com also offers a great degree of personalization. Workflows may be designed and redesigned depending on the needs of the project as well as what functions are most effective for your team. Because it is focused on collaboration rather than individual work, the design of monday.com makes it easier for your team to work together even when they are in separate locations.

In addition, monday.com is so simple to use that even first-time visitors won’t need substantial training to understand how to use the website’s user interface (UI).

What are the benefits of free workflow management software?

The goal of developing software for managing workflows was to optimize processes to increase productivity and make optimal use of business resources. The following is a list of the most important advantages this type of software has to offer:

  • Automation of work processes. Not only does the automation of manually performed operations save time, but it also enables resources formerly allocated to people to be reallocated to other vital activities.
  • Reduced repetition. Using a workflow management system, one may determine which aspects of the workflow are unneeded and then get rid of those unused aspects of the process.
  • Revenue report generation. The software that manages your workflow often includes reporting dashboards and tools that provide snapshots of your company’s overall costs, income, and other relevant data.
  • Accessibility and transparency. The fact that workflow management software is a web-based solution gives users quick and simple access to the data and updates they want using any internet-enabled device. Some software for workflow management also provides access while the user is not connected to the internet.
  • Getting your money’s worth. The vast majority of cloud-based workflow management systems come with reasonably priced subscription options, and some of them even provide users with access to free versions of their software.
  • User flexibility. There are apps available that are user-friendly even for individuals who are not knowledgeable about technology, even though workflow management software may seem like it entails the usage of complicated technologies.
What are the features of free workflow management software?

The capabilities of workflow management software can vary from fundamental to very complex. Listed below are some of the standard features that you can expect:

  • Form creator: When using a workflow management system, one of the most crucial factors to keep in mind is the need for user collaboration and coordination. Forms that other users can quickly fill out and submit are an effective approach to getting people engaged in the planning and decision-making process, which should be encouraged as a means of achieving this objective.
  • Metric-based reporting: Your key performance indicators can serve as the basis for predefining the reporting and analytics metrics of a workflow management system. You will have unobstructed insight into the efficacy of your process, the possibilities of any obstacles, and the methods for resolving these difficulties thanks to this.
  • SLA monitoring: Your process can never be in perfect order 100% of the time. In situations like this one, you can depend on SLA indicators to determine which section of the process is experiencing problems so that you can resolve them as soon as possible and get back on track.
  • Alerts and notifications: No need to worry about notifying your team members. Automated notifications ensure that no one misses any key parts of the workflow, any changes, or any opportunities.
  • Integration with other business tools: A workflow management software serves as the central hub of the organization. It unifies existing tools and ensures that they work together to maximize output and efficiency.
What is the easiest free workflow management software to use?

Applications that are designed to be easy to use should have a clear set of functions, as well as a straightforward design and interface. This way, consumers won’t be overwhelmed by the number of options and tools, and they can instead focus just on the functionality they really need. The following applications stand out among the free workflow management software available due to their simplicity:

  • monday.com. This platform is a great example of how capability and simplicity can coexist in a single product. When it comes to the management of workflow, monday.com provides users with simple tools that can be used to build workflow, implement informative boards, schedule activities, monitor the progress of tasks and projects, and integrate with other programs in a smooth manner.
  • Wrike. User evaluations consistently give Wrike top marks when it comes to how simple it is to use. This may be credited to Wrike’s user-friendly customization features, which allow you to simply construct a workflow that efficiently fits your needs. You may also make use of the application’s pre-configured process, which is available to you at all times.
  • Trello. The workflow automation capabilities of Trello are rule-based and incorporated right into the software. In addition to this, it makes use of Kanban boards, cards, and lists that may be customized to manage projects and tasks, monitor the state of the workflow, and anticipate any future bottlenecks. In addition to that, it has a voting function, lists with a progress bar, reminders of due dates, and plenty more.
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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