Run with me here—we’re starting with an exercise. 🏋🏻♀️
Write down all of the workflow apps you use—from your email provider to spreadsheets to your CRM or tech stack.
Now, can you write down all the tools your project manager uses? How about 2-3 other colleagues?
If you ran out of space on your first page, you likely saw the problem. There are so many workflow apps out there, and to make matters worse, a lot of the tools on your list probably do the same thing. 👀
If this rings true for your situation, it’s time to rethink how you’re managing your workflow.
Just because you see a new workflow app doesn’t necessarily mean you have to get it. . Instead of juggling between tools, start looking for ways to connect the dots.
AKA, look for a full-scale, powerful, all-in-one workflow management app. 🤓
What is a Workflow Management App?
A workflow management app is a software tool that helps individuals or teams to plan, organize, and streamline their work processes. It typically includes features such as task tracking, project management, collaboration tools, document automation, and reporting.
And while there’s no single magic app to solve everything, some tools help you get pretty darn close!
Let’s examine and compare the key apps for online workflow management so you start using the best tools to optimize your unique processes.
How to Choose the Best Workflow Management App
Here is our ClickUp-approved checklist of how to set yourself up for success when managing your workflow:
1. Write out your workflow
Remember that exercise from the beginning of this post? Surprise! You’re already halfway to finishing this mini-task.
Getting your project under control starts here! Document your work in direct, straightforward language. Keep it to the point to eliminate room for error or misinterpretation when new team members look at it on their own!
Our suggestion?
Draw it out! If you’re a visual learner—as so many of us are—show your workflow instead of tell. And if you’re looking to go above and beyond, check out ClickUp’s all-new Whiteboards to bring your drawings, workflow diagrams, and processes to life. 🎨
Share this document with your team to make sure everyone is on the same page and open the flow of communication for those who may have been doing things differently. 💜
Some important details to remember are:
👉 What tasks are involved?
👉 Who owns each task? Don’t forget to mention everyone on the task.
👉 Establish your key deadlines and critical path
👉 Do you use any workflow templates?
2. Identify relationships, dependencies, and blockers
Let’s dig a little deeper.
You’ve got your tasks laid out, you’ve got your due dates, and you’ve got the team’s work divided among each member. But what are the relationships between these tasks?
You can’t start every task at once, but by determining the relationships, dependencies, and blockers between your action items, you get more specific about when each phase will start and end.
3. Prepare to make updates and be ready to pivot
The thing about workflow management is that it’s never done. There will always be new ways to optimize your processes to keep your team moving like a well-oiled machine.
With a fresh perspective or some hindsight, you might see new opportunities that you’d missed before.
Plus, you’ve made it to the exciting part! You’ve done the busy work, now it’s time to plug and play your processes into the tool of your choice to continue building better workflows.
15 Best Workflow Apps for Your Team in 2025
1. ClickUp
Easily organize your project under ClickUp’s unique Hierarchy, then customize how you visualize your work from over 15 Views
As one of the most flexible workflow apps available, ClickUp enhances your productivity and scales with you as you grow. It offers multiple ways to visualize your work—no matter what ClickUp View you use—with a List, Board, Box, Calendar, Gantt view, and more.
Create projects for each of your workflows, then create and assign related tasks to people on your team. It even has multiple assignee functionalities as well! So you can assign several members to any single task and you are not restricted to one task per person. Talk about collaboration and transparency. 😍
Key ClickUp features for workflow management
Checklists: Create a list of items that must be reviewed before the process is complete
Subtasks: Create another task to follow up or to add to the main task
Custom Statuses: Customize your workflow with statuses to fit each individual project
Integrations: Manage and collaborate on Git workflows, sync time tracking with Harvest, and send tasks to and from Slack. And those aren’t the only ones!
Recurring Tasks: Automatically cause important tasks to repeat at specified intervals
Multitask Toolbar: Easily select multiple tasks or groups of tasks and make as many changes as you want with a single click
Drag and Drop: Drag and drop tasks no matter where they are in ClickUp – Board, List, or Box view
Favorites: Create your own customized sidebar to include sorting, filtering, and even your favorite view
Mobile app available on iOS and Android devices
Templates: Use ClickUp’s pre-built workflow templates to map out your team’s workflow. ClickUp’s Simple Mind Map Template is a great beginner friendly workflow template to get started with!
Visualize your workflow in a flexible diagram with the Simple Mind Map template by ClickUp
✅ ClickUp pros
Tons of integrations to enhance your processes
Advanced automation abilities including over 50 pre-built automations to boost your output
Choose a template from ClickUp’s growing library or create your own to replicate your workflow in future projects
❌ ClickUp cons
With so many features and ways to customize your workflow, some users might have a steeper learning curve
Its ability to personalize and customize the platform might be too unrestrictive for some looking for the basics
ClickUp pricing
Free Forever Plan: Best for personal use
Unlimited Plan: Best for small teams ($7/member per month)
Business Plan: Best for mid-sized or multiple teams ($12/member per month)
Enterprise Plan: Contact ClickUp for custom pricing
Why customers 💜 ClickUp
“I have been able to successfully replace 5 other applications and enjoy significant cost savings in addition to the many other benefits of using one tool to run my entire firm. I find myself instinctively going to ClickUp upon needing to manage tasks and projects, it’s the one tool I have open in a maximized window all day whilst I work.” – Alec S. on Capterra
G2: 4.7/5 (4,260+ reviews)
Capterra: 4.7/5 (2,740+ reviews)
2. Trello
via Trello
Trello is known for its Kanban boards: an easy way to see tasks and current task statuses. This makes a lot of sense for workflow management, as you move a task from one status to another like “in progress” or “done.”
Trello locks you into the board view system, but it provides consistency across your team.
Key Trello features for workflow management
Tags and labels
Drag-and-drop functionality
Progress charts
Reminders and due dates
Kanban board view
Statuses with boards
Integrations
✅ Trello pros
Easy to identify bottlenecks and task statuses with Kanban boards
Tons of different use cases for Trello boards, whether you’re in sales, people operations, freelance, or software development
Easy to communicate over Trello cards
❌ Trello cons
Limited designated note-taking space
Lacks a native time tracker
Limited free plan and expensive paid plans
Trello pricing
Trello offers a free plan with paid plans starting at $6/user per month.
Trello customer ratings
G2: 4.4/4 (12,640+ reviews)
Capterra: 4.5/5 (20,890+ reviews)
3. Asana
via Asana
Asana is simple to use and will aid your workflow management. As a workflow application, Asana streamlines workflows, aids with task management, and brings project management down to its simplest terms.
It lacks core project management functionalities–like a Gantt chart–but it will still serve as a central hub for your work.
Key Asana features for workflow management
Workspaces
Activity and notification feed
Attachments for file management
Multiple views
Project permissions
Custom fields
✅ Asana pros
Visually appealing and simple to use
Quickly move and assign tasks with drag and drop functionality
Great for organizing simple tasks
❌ Asana cons
Limited task management abilities which can make it difficult to collaborate with the team
Limited free plan and paid plans can get expensive even for smaller teams
Less flexibility with views, features, task priorities, and task organization
Asana pricing
Asana offers its Basic plan at no cost, with paid plans starting at $13.49/user per month.
Asana customer ratings
G2: 4.3/5 (8,210+ reviews)
Capterra: 4.5/5 (10,720+ reviews)
4. Lucidchart
via Lucidchart
Lucidchart is an all-in-one diagram platform that will help you think through and map out each phase of your project.
It’s perfect for flowcharts, product specs, or org charts. It creates the chain of command and then factors in any contingencies in a cohesive way. You can then share the diagrams across the organization or team to help everyone see exactly what needs to happen next.
Its advanced features give you AI capabilities and Visio integration.
Key Lucidchart features for workflow management
Create and edit shapes for workflow diagrams and processes
Hide layers within diagrams
Import from similar tools
Automated diagramming
Notes for commenting/collaboration
✅ Lucidchart pros
Cloud-based platform that’s accessible from any device
Integrates with productivity platforms like Google apps, Workspace, and Slack
Import data from other cool apps like Excel, Zapier, and Salesforce
❌ Lucidchart cons
No offline mode
Limited features included with basic plan
Outdated-feeling interface
Check out these Lucidchart alternatives
Lucidchart pricing
Lucidchart offers a free plan with paid plans starting at $7.95 for individual users or $9/user for its team plans.
Lucidchart customer ratings
G2: 4.6/5 (1,600+ reviews)
Capterra: 4.5/5 (1,410+ reviews)
Best for Workflow Management Processes
Once you have your map designed, you’ll need a way to track each detail and follow up with what’s happening.
These tools will help you map your progress once you’ve implemented a process.
5. Fluix
via Fluix
If you’re looking for workflow management at construction or manufacturing companies, Fluix might be the tool.
Its multipurpose workflows enable you to automate pretty much any process: field inspection, HSE, distribution of toolbox talks, employee training, and more. You can create a form in the built-in form editor or select it from the app library, assign a task to responsible parties, set the due date, and monitor the task progress.
Plus, all these features are available offline, which is crucial for teams working in remote areas without regular Internet access.
On top of that, the reporting capabilities allow you to extract the data collected with forms and analyze it for insights and further actions. You can also integrate your Fluix account with different workflow analytical tools and get your data synced between multiple platforms.
Key Fluix features for workflow management
Task assignment
Form builder
Mobile PDF and web forms
Document distribution
Electronic signature
Work in the offline mode
Construction templates
✅ Fluix pros
Small learning curve and easy setup
Workflows designed for iPads
Cloud storage and integration features
❌ Fluix cons
Workflows designed for the iPad can be limiting
Lack of support for collaboration such as documents sharing
Fluix pricing
Fluix does not offer a free plan. Fluix starts at $30/user per month with ten users included. From there, the price varies depending on the number of users and add-ons which start at an additional $5/user per month.
Fluix customer ratings
G2: 4.8/5 (10+ reviews)
Capterra: 4.9/5 (30+ reviews)
6. Process Street
via Process Street
Templates and more templates.
The strength of Process Street is in its templated approach to processes. List out each of your processes in a checklist and then save it and use it across multiple workspace areas.
This is great if you need to manage closing items for a shift, maintenance items on your production floor, or any last-minute to-do items before shipping a product to a vendor. Even use it in HR before onboarding a new employee or interviewing a prospect.
A popular feature is its conditional logic that sets up different scenarios for your checklists and templates. This gives your team direction even in the middle of multiple options.
Key Process Street features for workflow management
Create procedure documents fast
Integrate with 1000s of web apps
Assign checklist items
Create forms
Set due dates
Conditional logic in workflows
✅ Process Street pros
Simple user-interface
Can easily create structured documents
Can add audio and video files to documents
Easily track daily activity with activity feed
❌ Process Street cons
No offline version
Doesn’t offer desktop apps
Lacking priority support with the basic plan
Process Street pricing
Process Street offers a free plan for individual users. aid plans cost $30/user per month.
Process Street customer ratings
G2: 4.6/5 (170+ reviews)
Capterra: 4
.7/5 (550+ reviews)
7. Tallyfy
via Tallyfy
If you prefer your checklists in a board or card view, then Tallyfy may be a good option for process thinking. Its mode is Blueprint, which is a fancy word for a template.
Set up the processes, add any information to the relevant card, and then set it in motion. You also get progress updates on each card and what work has been done towards that item.
Managers get a bird’s-eye view of what each employee has done to better manage risks or issues.
Key Tallyfy features for workflow management
Forms for new projects
Real-time tracking
Conditional logic and branching
APIs and webhooks
Commenting
Issue reporting
✅ Tallyfy pros
Organize data with structured form fields
Easily hide tasks
Segment chats with the “report issue” feature
❌ Tallyfy cons
Limited customization
Outdated feeling UI that can be difficult to navigate
No pre-built templates
Tallyfy pricing
Tallyfy plans start at $5/user per month and run up to $30/user per month for additional apps beyond docs. It does not offer a free plan, but a slightly discounted rate for paying annually.
Tallyfy customer ratings
G2: 5/5 (1 review)
Capterra: 4.3/5 (10+ reviews)
Best for Workflow Automation
Create instant workflows among the tools you use most, such as adding starred emails to a Google spreadsheet or initiating an email to your supervisor once a task assigned to you has been completed.
These tools give you the capability to combine hundreds of productivity tools together to make your life easier.
8. Zapier
via Zapier
Zapier coordinates between different tools, simple as that.
It makes it easy to get started and has a boatload of combinations–more than you can imagine.
You could connect your communication tool to your email, or transfer form information into your project management software (like ClickUp!). Anything that you want to automate, Zapier has probably figured out a way to do it.
ClickUp was named one of Zapier’s fastest-growing applications, and you can see everything you can do with ClickUp and Zapier here.
On the larger plans, you can implement multi-step actions to ensure your processes are done.
Key Zapier features for workflow management
Set triggers from any app supported by Zapier
Log in to your web apps and automate tasks
Thousands of available tools
Conditional logic
Multi-step
✅ Zapier pros
Several automated workflow templates (Check out this Web Design Workflow guide)
Keep a running list of automation history
Can automate multiple tasks with one trigger
❌ Zapier cons
It can get pretty pricey
Learning curve if there isn’t already a pre-set connection between two apps
Zapier pricing
Zapier offers a free plan and multiple paid plan options starting at $29.99/user billed monthly.
Zapier customer ratings
G2: 4.5/5 (900+ reviews)
Capterra: 4.7/5 (2,000+ reviews)
9. IFTTT
via IFTTT
Short for If This Then That, IFTTT is a solution for teams looking to connect and automate their work spread across multiple devices, services, or apps. It allows you to customize and control our integrations through triggers and actions to create automations without code.
Key IFTTT features for workflow management
Tons of automations
Automation templates called “Applets”
Customization features
Several integrations
✅ IFTTT pros
Can automate processes for over 700 services including education, email, or even checking the weather
Vast library of automations made by other IFTTT users for anyone to use
Great for automating repetitive tasks that make life easier
❌ IFTTT cons
Some apps can already perform the automations IFTTT provides
Difficult to use on Android
A bit of a learning curve to navigate the IFTTT language and wording
Difficult to create automated workflows for complex actions or tasks
IFTTT pricing
IFTTT offers a free plan with two additional paid plans starting at $8/month.
IFTTT customer ratings
G2: 4.5/5 (100+ reviews)
Capterra: 4.6/5 (170+ reviews)
10. Make
via Make
Formerly Integromat, Make is a nice shortcut. Much like Zapier, Make connects the applications that you use most. Make gives you a little bit more detailed information and data than Zapier and connects more developer-driven apps.
Just like Excel, you can also enlist functions to help you navigate and start your workflows.
Key Make features for workflow management
Detailed process information
Enhanced search functions
Advanced data retrieval
Routers for multiple processes
Thousands of operations every month
✅ Make pros
Easy to connect apps with a simple drag and drop
Powerful automations without code or programming knowledge
Supports several use cases including sales, marketing, finance, HR, and more
Connects to popular workflow software, like CRM and marketing tools
❌ Make cons
Can be challenging if you’re not very technically minded
Tutorials can be difficult to follow
Steep learning curve
Make pricing
Make offers a free plan and multiple paid plans starting at $10.59 billed monthly.
Make customer ratings
G2: 4.8/5 (160+ reviews)
Capterra: 4.8/5 (230+ reviews)
11. Pipefy
via Pipefy
Pipefy provides integrations, but also offers templates in certain business areas, such as for sales, customer onboarding, or hiring.
These templates simplify your process checklist and give you amazing pre-built templates to really finish your work.
The Pipefy card system helps you create automated tasks, connect them to the right actions and then sit back and wait for the work to be done. You’ll be notified once it is.
It’s a great way to set up your automated processes and then watch them in action.
Key Pipefy features for workflow management
Connections to more than 500 apps
Process templates
Secure company database for actions
Conditional logic
✅ Pipefy pros
Detailed reporting to keep track of project statuses
Connect different processes in the platform
Service portals to manage documents, policies, and request forms
Native Integrations with Slack, GitHub, BitBucket, and Google Hangouts
❌ Pipefy cons
Limited customization options with free plan
No assigned comments
Limited mobile functionality
Lacking key team tracking features
Pipefy pricing
Pipefy offers a free plan for individual users and small teams, with paid plans starting at $30/user per month.
Pipefy customer ratings
G2: 4.6/5 (180+ reviews)
Capterra: 4.6/5 (270+ reviews)
Best for Knowledge management
You may also need a central location to store all of your process documents, spreadsheets, presentations, and product information.
12. Notion
via Notion
This is a newcomer that is quickly gaining steam. Its inline editing features, simple user interface, and ease of use have made it a popular option. Notion is more for writing and editing documents, not necessarily storing large attachments.
You can quickly create tables, docs, and more for your data right inside one interface, eliminating friction points of other tools like Microsoft Office or Google docs.
Key Notion features for workflow management
Notes and documents
Notion AI’s writing assistant
Knowledgebase
Spreadsheet and database
Drag and drop functionality
✅ Notion pros
Powerful note-taking features
Create code blocks in your notes with unique formatting options
Tons of templates
Great for team collaboration
❌ Notion cons
Complex user interface
Limited goal tracking features
No dependency visualization
Can be difficult to automate work
Notion pricing
Notion offers a free plan and paid plans start at $5 billed monthly.
Notion customer ratings
G2: 4.6/5 (490+ reviews)
Capterra: 4.8/5 (590+ reviews)
13. Slite
via Slite
Slite is geared strictly around writing, communicating, and creating your processes. The secret sauce is in its menu options.
The Slack-like interface helps creators manage documents, tag them, and categorize them quickly. Create channels for different bits of information, and then further curate those channels to be more granular.
Slite’s user interface can provide more direction than Notion.
Key Slite features for workflow management
Rich-text editing
Tables, embedding, and attachments
Write collaboratively
Create checklists and process documents
10GB of storage
✅ Slite pros
Easy to set up
User-friendly interface
Active team collaboration capabilities
❌ Slite cons
Limited number of integrations
Limited offline support
No Google indexation
Slite pricing
Slite offers a free plan and paid plans starting at $8/user per month.
Slite customer ratings
G2: 4.7/5 (120+ reviews)
Capterra: 4.7/5 (30+ reviews)
Best for Workflow Meetings and Communication
No matter how organized you are with workflow management, clear communication is the glue that holds it all together! Having constructive meetings, feedback, and collaboration is key to optimizing your processes.
14. Calendly
via Calendly
With its easy scheduling features and Zoom-like blue accent colors, Calendly is the king of “wait, I think I’ve used this before” moments.
And TBH, you probably really liked it.
Calendly takes the back-and-forth out of scheduling virtual or in-person meetings. Whether you’re meeting with just one other person or in a group, you can easily share a link with your availability to allow your guests to settle on a time.
From there, the event is added to your calendar! That’s it—so simple!
Key Calendly work management features
Automatic reminders, follow-ups, and integration triggers
Availability preferences and controls
Multiple in-person and virtual meeting location options
Calendly integrates with 70+ apps including ClickUp!
✅ Calendly pros
Add Calendly directly to your website or email for easy scheduling
Automate communication before and after meetings
Integrations with popular tools like Zoom and Zapier
❌ Calendly cons
Relying on integrations can be difficult for invitees to navigate
Doesn’t work well with some Outlook versions
Calendly pricing
Calendly offers a free plan and multiple paid plans starting at $10/user per month.
Calendly customer ratings
G2: 4.7/5 (1,290+ reviews)
Capterra: 4.7/5 (2,010+ reviews)
15. Slack
via Slack
We love Slack! With a comparable concept and amount of joy as AIM, Slack is a flexible and organized messaging platform that offers a quicker alternative to email.
Organize your team in channels for an easy connection point across departments, offices, and time zones—even other companies.
Let your company’s creativity be a little wild with channels designed to bring people together! Make a channel for the biking enthusiasts, amateur chefs, pets, and Star Wars nerds alike—especially if the majority of your company is working asynchronously or from home.
Fair warning though, channels can be super fun but also easily get out of hand. You’ll likely have to channel-purge at least once a year.
Pro tip: snooze your Slack notifications over the weekend or you will hear *that sound* even in your dreams.
Key Slack work management features
Audio and video calling
Over 2,000 integrations
Workflow builder for automations
File sharing
✅ Slack pros
Easy instant messaging, file sharing, and accessibility
Over 2,000 integrations and tons of automations can make Slack more powerful and useful
Vast emoji library for creative reactions
Search across all team conversations
❌ Slack cons
Must rely on integrations to drive your work forward with Slack
Unable to create subchannels for better task management
Lacking in overall workload management features like goal setting, creating and assigning tasks, and tracking progress
Statuses are limited to individual users, not projects
Slack pricing
Slack offers a free plan with paid options starting at $8/user per month.
Slack customer ratings
G2: 4.5/5 (29,650+ reviews)
Capterra: 4.7/5 (21,210+ reviews)
Choise The Best Workflow App for Your Team
Still have that list you created at the top of this page?
How many of those tools could you connect more effectively or even do away with altogether with these tools?
And here’s a trick question: did you even think to include your document/word processing or spreadsheets? Those are tools that could be done away with as well.
Or what about sticky notes? That’s definitely not a good way to track business processes or statuses!
You probably use more tools than you think and these workflow apps are the top way to replace those! Watch your productivity improve with these workflow tools.