- ClickUp: Best for Most Small Businesses
- monday.com: Best for New Teams and Startups
- Trello: Affordable Workflow Management Software
- Asana: Feature-Packed Software With Many Integrations
- Airtable: Customizable Software for Complex Projects
- Jira: Robust Platform for Scrum Workflows
- Smartsheet: Powerful Spreadsheet-Driven Workflow Tool
- Hive: Intuitive Software for Traditional and Agile Teams
- Striven: Excellent for End-to-End Business Management
- Basecamp: Easy-To-Use Collaborative Workflow Platform
Using strategies and processes to increase productivity and reduce waste (workflow management) is a critical component of project management. Creating workflows used to be challenging, but now, the best project management software makes it easy. I tested 18 software platforms and evaluated 26 data points related to workflow management to discover the best workflow management software.
I determined that ClickUp is the best platform for most teams due to its array of views, collaboration and automation tools, integrations, reports and affordable prices. However, there are many other platforms to consider. Below, I cover all the platforms I reviewed and share my thoughts on each so you can better determine which platform is right for you.
The Best Workflow Management Software of 2025
Forbes Advisor Ratings
Methodology
For this article, we carefully evaluated 18 popular project management platforms that are popular with small businesses. We examined each provider using a rubric that considered 26 workflow management factors important to small businesses across six categories. Next, each criterion was given a weighted score. The tallied scores helped us assign a final star rating for each provider.
Decision Factor | Scoring Weight | Description |
---|---|---|
Cost | 31% | Cost is a vital factor in whether a platform is suitable for a small business. As such, this category is heavily weighted. |
Expert Score | 20% | We ensure our experts test each platform so they can evaluate value-to-cost ratios, user-friendliness and tool functionality. |
General Features | 20% | We considered key software features such as automations, templates, user permission settings, task management tools and customizable dashboards. |
Project Management Tools | 15% | We evaluated each platform's task management to resource, time, budget and scheduling features. |
Additional Features | 8% | Additional features such as real-time collaboration tools and forms can set platforms apart. These features were taken into consideration. |
Customer Support | 6% | After-sales support is important, so we put each provider's customer service team to the test by calling, chatting with them and sending emails. We also examine knowledge bases and help centers. |
Read more: How we test project management software
What Is Workflow Management Software?
Workflow management software allows business owners and project managers to devise systems that feature steps and events that need to happen to complete work or a business process. Workflows ensure that steps are easily repeatable throughout an event or project life cycle. The best workflow management software allows decision makers to automate repeatable tasks to help save time, reduce waste and improve productivity.
How To Choose the Best Workflow Management Software
Before jumping into a workflow management platform, you must evaluate the software. You should ensure that your company can afford to use it, match the software to the type of projects you will be working on and check that it’s compatible with the software you currently use. Decision makers should also ask staff if they have a software preference, as different platforms support different workflows.
Essential Workflow Management Software Features
If you’re unsure what to look for in workflow management software, take a look at the list below and compare it to the features listed for the provider you’re considering.
- Task management tools: To plan, organize and track tasks efficiently, your chosen platform should offer a full suite of task management tools such as Kanban boards, Gantt charts, Calendars, lists, spreadsheets and boards.
- Collaboration features: Real-time collaboration tools, such as instant messengers, collaborative documents, forms, whiteboards and proofing features, can help improve workflows and efficiency for distributed teams.
- Reports and dashboards: You’ll never know if your current workflow strategy works properly unless you can track performance indicators. Ensure your platform of choice offers reports and dashboards that show productivity, team velocity and overdue tasks, which can indicate bottlenecks.
- Automations: Leaders should implement automations for truly efficient workflows. Check to see if the software you want to use offers an automation builder and automation templates that can help with repeatable and repetitive tasks.
- Integrations: If you can integrate your workflow management software with products you already use, you can create automated workflows that span multiple platforms.
- Resource and time management tools: Managing project resources, time and budgets is crucial, especially if you want to prevent scope creep. Ensure these features are offered so that you can include them in your workflows.
- Budgeting and finance tools: Tracking budgets and payroll and even being able to receive payments can help improve workflows. Be sure to pick a platform with the tools you need to create your ideal workflow.
Ease of Use
You could pick the most feature-dense workflow management software, but you and your team will only get the most out of it if the software is intuitive and easy to learn. Do your due diligence and take advantage of free trials to test the software and get a feel for it. Also, explore a provider’s knowledge base and help center to see if detailed yet easy-to-follow guides are available.
Customer Support
Being confident that you can receive the support you need during critical times is essential. During free software trials, interact with customer service using live chat and call phone support (if available). Also, don’t be afraid to send emails asking for help. Doing this lets you see roughly how long it will take to receive help and whether the support staff are knowledgeable. Finally, post in community forums to see how active they are.
Reputation
Reading lists and reviews conducted by industry experts is one way to learn about software. You can also look at popular real-world user review sites, such as Capterra, Trustpilot and G2, to see how other users rate platforms. I also recommend checking to see if the platforms you are looking at have a history of security breaches. You can never be too careful with company data.
How Much Does Workflow Management Software Cost?
Company | Starting Price for Cheapest Plan (Monthly per User) | Starting Price for Cheapest Plan (Annually per User) | Starting Price for Most Expensive Plan (Monthly per User) | Starting Price for Most Expensive Plan (Annually per User) | Trial Offered |
---|---|---|---|---|---|
ClickUp | $10.00 | $7.00 per month | $19.00 | $12.00 per month | No |
monday.com | $12.00 (three-user minimum) | $9.00 per month (three-user minimum) | $24.00 (three-user minimum) | $19.00 per month (three-user minimum) | 14 days |
Trello | $6.00 | $5.00 per month | $17.50 | $210.00 | 14 days |
Asana | $13.49 (two-user minimum) | $10.99 per month (two-user minimum) | $30.49 (two-user minimum) | $24.99 per month (two-user minimum) | 30 days |
Airtable | $24.00 | $20.00 per month | $54.00 | $45.00 per month | 14 days |
Jira | $8.60 (for a team of up to 100) | $2,150.00 (for a team of up to 25) | $17.00 (for a team of up to 25) | $4,250.00 (for a team of up to 25) | Seven days |
Smartsheet | $12.00 | $9.00 per month | $24.00 | $19.00 per month | 30 days |
Hive | $7.00 | $5.00 per month | $18.00 | $12.00 per month | 14 days |
Striven | N/A | $35.00 per month (add $25.00 per user if under five users) | N/A | $70.00 per month (add $25.00 per user if under five users) | Seven days |
Basecamp | $15.00 | N/A | $349.00 | $299.00 per month | 30 days |
The price of project management software varies by platform. Pricing is influenced by the available features, the number of users on your team and the software’s reputation. Plans across the platforms we have tested for this guide range from $6 per user per month when billed monthly (Trello) to $24 per user per month when billed monthly (Airtable).
Be careful when pricing plans, as some providers, such as monday.com and Asana, have minimum user requirements. Also, keep in mind that many providers offer discounts to businesses that sign up for annual plans. If you’re looking for a deal and have the funds to pay for yearly employee memberships upfront, this could be the way to go.
Frequently Asked Questions (FAQs)
What do workflow management systems do?
Workflow management systems help business owners and project managers develop and manage repeatable automated workflows throughout the life cycle of a project or business process.
What are some disadvantages of workflow management systems?
Disadvantages of workflow management systems include the possibility of miscommunication surrounding automated tasks and inefficiency due to redundant tasks occurring repeatedly.
What do well-defined workflows include?
Well-defined workflows include tasks, the people performing them, budgets, required resources and task frequency.