Thank you for visiting our site
12 Best Email Finder Tools to Maximize Your Outreach Efforts
Don’t miss the new articles!
If you want to automate most of your tasks, try workflow automation software. We have reviewed and compared various automation software and provided a list of the best workflow automation software for you. Try them today.
|Our ranks||Our top pick||Best for||Free trial period||Pricing|
|Kissflow||Low code no code work platform that aids digital transformation with app builder, process design, dashboards, integration, etc||Yes, limited features||$10/month|
|Process.st||Checklist and recurring workflow management software with 3000+ app integration||Yes, limited features||$25/month|
|Zapier||App integration platform for small business for lead management, customer communication and internal process||Yes, limited features||$19.99/month|
Are you here because you’re asking, “What is workflow automation, and how can I use it to improve my business?”
If so, great!
There are plenty of practical ways to automate processes and workflows throughout your company. And one of them is to use workflow automation software. I will get into specifics info, define workflow automation and explain a few practical cases where this technology can help you grow.
Then, I will provide a few best practices for automating workflows and share our best advice for choosing workflow automation software that matches your needs.
The last thing we will do is answer all of your burning questions in the FAQS.
But before that, let's take a look at the best workflow automation software for 2023.
Now, let’s take a look at a few of the top workflow automation software options on the market. Below, you’ll find detailed information about each product along with our personal recommendation at the end of the post.
Kissflow is an end-to-end workflow automation software that can help streamline operational efficiency and boost productivity.
Kissflow makes it easy for managers and team members to work together and strategically automate workflows.
Business leaders can use the builder to create schedules, simplify complicated tasks, assign new projects, and automate redundant tasks. If used correctly, this tool can save everyone at your company a lot of time and effort.
The app is great for business and IT leaders alike. From the marketing side of things, Kissflow can help with content marketing management, marketing schedules, and much more. On the flip side, IT experts can use this same tool to improve response time and agility while reinforcing data governance.
Free trial or $10 per user per month (minimum 50 users)
Kissflow is an excellent all-in-one tool for leaders who want to give their teams the freedom to build schedules, manage projects, and simplify tedious workflows..
Process.st is a great workflow automation tool that can help you manage everything from your content marketing team to your onboarding process.
Process.st is another workflow automation software that makes managing your small business easy.
You can quickly and easily create workflows with a no-code builder. This tool allows for real-time collaboration, so you can efficiently work with your team to plan projects and automate key tasks.
Once you create a task, you can edit, add media, type comments, and more. These various communication options reduce friction and help different teams come together to meet common goals.
You can also use Process.st to manage documentation and training assets. When new hires join the team, you can automate their onboarding process and watch them get comfortable with the company.
Limited-access free-for-life plan or 14-day pro trial ($25 per month, per person after)
Process.st is a good tool if you have a small team and want to improve how you all work together throughout the day.
Zapier is one of the most well-known workflow automation software on the market. The highlight of this tool, Zaps, allows you to create 100-step automated workflows.
Many features make Zapier stand out from the crowd. One particularly noteworthy feature is you can connect over 5,000 different tools and programs to this software.
Connecting with email subscribers and promoting your products on social media has never been easier. Zapier is multi-tasking done right.
You can also use conditional logic to change the outcome of your plan. So, if you have a Zap that includes emailing a new subscriber, you can establish rules for what happens next if they open your email and don’t click through. This type of automated decision-making will give you more time to focus on other essential aspects of your business.
The pricing is flexible based on how many actions you want to take each month. For instance, 100 actions or less for one person is free. Individual pricing is $19.99 monthly for 750 tasks, while team pricing is $399 for 50k tasks.
Zapier is undoubtedly one of the best ways to combine tools you’re already using and automate your workflows. This tool is an excellent option if you want to simplify your existing processes without changing service providers.
Snov.io is a workflow automation tool designed to generate sales and build customer rapport.
Snov.io is a collection of marketing tools, but it comes with a built-in CRM that makes it easy to integrate your leads and customers, regardless of where they are in your sales funnel. Once you’ve added your lists, you can automate an email series to go out at crucial times.
For example, if a user adds an item to their shopping cart but leaves without checking out, you can trigger an email series to convince them to come back and finalize their purchase.
Depending on how the subscriber responds to the email, you can automatically change what happens next.
Since your data is in one place, you can accurately identify trends and improve customer engagement over time.
Snov.io has a free trial that includes 150 credits. If you want to continue using this sales automation tool, the starter plan is $30 per month for 1000 credits.
Nintex is a workflow automation software that aims to reduce paperwork and unnecessary manual processes.
Nintex says it will speed up your existing workflows and ensure a smooth transition to the digital workspace, which implies their product is primarily for people transitioning from a traditional office setting.
Their software comes with a range of features that can help business leaders, managers, and team members get more done in less time.
Teams can work together to map out complicated plans into short, actionable steps. If your employees struggle to stay on task, this is a great way to guide their workflow and ensure things get done on time.
You can also use Nintex to handle your human resources and sales paperwork. Data is easily accessible and only available to team members with the proper permissions. You can automate processes like annual surveys, holiday emails, and more. These features make it easy for your HR department to focus on the ‘human’ part of their job.
The biggest downfall of this product is the price point.
Free 30-day trial, followed by $25,000 per year
Nintex may be a good product for someone who wants to switch from a brick-and-mortar business to a digital one. Better options exist for you if you don’t fit into this category.
Unito offers real-time 2-way syncing between SaaS apps and tools so that every tool you connect acts as a shared source of truth.
Unito promotes itself as a 2-way “no-code” solution, meaning you don’t need to write your own logic or worry about “if this then that” when connecting your apps to Unito. It’s all point-and-click.
You create a “flow” that contains rules and field mappings between tools to decide what gets synced and what doesn’t. There’s a lot of room for customization in each flow so you can get specific (or not) about what to keep in sync. Unito also supports custom fields, which can be extremely useful depending on your use case.
It’s highly accessible and flexible, making it an ideal solution for project managers, marketers, sales teams, development teams, and really anyone who works in one tool but collaborates with teams in another tool.
Unito bills by “items in sync” which refers to the work items (ex: tasks, tickets, spreadsheet rows, etc.) that get updated or changed by your Unito flows. So if you have 50 tasks in one tool that you sync to a spreadsheet, you’d have 100 items in sync. More on their pricing page.
Flokzu is a cloud-based automation program. This tool’s main appeal is that it can help you automate workflows, even if you have zero IT experience.
True to its reputation, the strongest feature of Flokzu is its accessibility. This software uses a simple drag-and-drop builder so you can make workflows that match the needs and goals of your business.
You don’t have to write a single line of code to quickly and accurately automate otherwise repetitive tasks. It’s possible to change the path of the workflow periodically or under certain conditions with just a few clicks. You can plan for the most common situations in a couple of hours and set up automatic responses for your employees and customers.
Free trial available, starts at $14 per month after.
Overall, this is an excellent choice for beginners. If you want to get a handle on automating workflows, Flokzu can help you develop a routine and learn the ropes.
ProcessMaker is a workflow automation tool for business leaders and managers who want to handle large projects.
One standout feature of ProcessMaker is it’s designed for a small group of managers instead of the entire company. Leaders can monitor essential tasks while tracking overall progress through instantly available reports.
The drag-and-drop builder allows you to plug in forms, tasks, and data connectors with if/then logic. If you’re the kind of person who needs a visual aid to conquer large projects, this tool can help. The fact that you can add automated tasks makes it even easier to reach your goals.
You can also quickly approve and decline tasks for your email inbox and Slack, which means you’re spending less time micromanaging and more time building your business.
There is no trial available, only a demo. The cost is $1,495 a month per user.
ProcessMaker isn’t suitable for everyone, but there are people that would find value in this software. Specifically, I think it would be helpful for small businesses with less than 5 managers who want to organize ideas and automate workflows.
Every job has a list of tasks that need to be performed throughout the day. A workflow is the series of steps required to complete each task. If there is no tech or software intervention, the workflow is manually moved from step A to step B.
Here are a few examples:
Manual workflows are slow, prone to human error, and cost more than their automated counterparts. Think about the difference between automatically segmenting your customers with pre-made rules and hiring someone to read every contact form.
Business leaders can use automated workflows across virtually every department, regardless of whether they are digital-only or have physical locations.
Simply put, workflow automation is a way to execute redundant tasks in a way that’s easy, effective, and affordable. Automating specific workflows can dramatically improve employee productivity and customer satisfaction.
Workflow automation software is any tool that takes a manual job and performs the task automatically with near instantaneous results. As you’ll soon learn, there are many different types of software out there that can help you streamline everything from customer service to internal documentation.
Now that you better understand workflow automation, let’s talk about a few specific benefits of adopting this strategy.
Business leaders and marketing teams across all industries have improved how their brands operate internally by automating workflows.
There’s software available now that makes it easy to automate your communication channels, task management, payroll, onboarding, and so much more. These small but meaningful changes make it easier for employees to do their job, which results in better experiences for everyone.
E.g., A company uses automation technology to get new employees onboarded and comfortable in their roles in less time than traditional training.
You want customers to receive their lead magnet or coupons immediately. Failure to deliver on your promises can damage trust and lead to a severe drop in engagement.
Automation can help you quickly get content, coupons, and more to email and social media subscribers. When you consistently deliver high-quality content and offers, people are more likely to interact with your brand and become customers.
E.g., Email automation software can automatically send a digital product to your customers so they can immediately use their purchase.
Segmenting your lead list is a crucial step in growing your business. Essentially, this means dividing your audience into groups based on their demographics, interests, and pain points.
Automation can help you quickly understand a user’s goals and pain points, which means more opportunities for personalization. When you consider that 80% of online shoppers want more personalized offers and content, it’s not hard to see why this is one significant benefit of using workflow automation software.
E.g., Your email software sends visitors a welcome email that asks them to choose their preferences for future interactions. Based on their choices, the software will assign subscribers to a list that closely matches their interests.
Instead of sending customers to a bunch of different agents, you can use automation software to pinpoint their needs and send them to the correct department. Automating this workflow will reduce friction on the customer service side of your business, resulting in better experiences when agents interact with a customer.
You can also automate customer support so that a human agent doesn’t have to get involved. This strategy is excellent for customers who have questions about their order or want to change their password. However, you should never fully automate your customer service, as 63% of people say they are more likely to return to a website that has a live chat option.
E.g., A chatbot greets your customer with a common problem and sends them a helpful resource from your blog. Meanwhile, your support team is free to help users with nuanced issues that require a little extra attention.
Another fantastic way to use workflow automation is to schedule blog content and social media posts. When you consider that 4.62 billion people use social media and 70% of people prefer to get to know businesses through their on-site blog posts, it’s no wonder this is one of the best-known benefits of workflow automation.
You don’t need a social media manager to post every 4 hours. Similarly, you don’t have to worry about hitting the publish button on your blog posts on a consistent schedule. Instead, use automation to schedule weeks or months in advance. Use the extra time to plan future content, work on other projects, and much more.
E.g., You load all your Black Friday social media posts the week before the shopping season begins. Instead of having team members trip over each other to get posts out, you can sit back and watch them effortlessly pop up. Your social media support staff now has less stress and more time to help users with questions or concerns.
The next topic I want to discuss is the best practices you should follow to improve your workflow automation system.
One of the first things you should do is document your workflows. Clear, information-packed documentation can take a confusing work process and turn it into something everyone on the team can understand. When employees know how each task should work, there’s less room for error.
When choosing where to implement automated workflows, I recommend starting with redundant processes that take up a ton of your team’s time. For instance, you can use an email CRM to create easily retrievable templates for your marketers. This small change will save your team hours each day, which is bound to boost morale and productivity.
It’s also worth mentioning that you should introduce automation into your business one step at a time. If you try to make too many changes at once, you could overwhelm yourself or your team, resulting in more issues.
Lastly, don’t be afraid to experiment with new automation styles. You may find something that saves your team countless hours each week, or you might find a dud. The only way to know for sure is to experiment with different workflows and automation software until you develop a plan that works for your business.
Once you decide to invest in workflow automation software, you need to choose the right tool for the job. There are a few general criteria you should look for when selecting automation tools for your business. Here are a few factors I look at before making a purchase:
As you can see, there are plenty of different workflow automation tools to choose from. When it comes down to it, the software you choose will depend on your specific needs and goals.
If you’re looking for an all-in-one package, Zapier is the way to go. They make it super easy to automate a significant portion of your workday.
However, tools like Snov.io can be helpful to business leaders who are looking to automate their sales process.
I suggest thinking carefully about your long-term goals and the things we said to look for in a workflow automation tool. Most of the options discussed today come with a free trial, so you can experiment until you find the right software for your business.
Workflow automation software is a tool or program that streamlines tedious processes. It’s often used to save time and money while boosting productivity. Businesses across all industries can benefit from automating tasks and collaborating in one central location.
There are many different types of workflow automation software. You can find ones that are laser-focused on human resources and onboarding, while others are strictly for automating sales processes. To find the best workflow automation software, you must find a tool matching your needs.
You choose the best workflow automation software based on various conditions, including; your business goals, tool scalability, accessibility, responsiveness, and compatibility.
Here’s an example of workflow automation in action:
An existing customer visits your website and adds an item to their cart but leaves without checking out. If you set up an automated email workflow, users will get a personalized marketing email asking them to return and finalize their orders. You can even use conditional logic to change the context of your following email based on how they respond. This process all happens automatically once you’ve set up the workflow.
Workflow automation in CRM is the process of nurturing leads and engaging with customers through pre-made campaigns with conditional logic and detailed buyer personas. Each interaction is tailored around the customer’s needs and results in a more enjoyable, engaging experience, despite it all happening automatically.
Note : We’re reader-supported. When you buy through links on our site, we may earn an affiliate commission; for details, please check the terms and disclaimer.
In today’s digital world, email marketing and...
Are you considering using whiteboard animation software...
Everyone knows procurement software is a crucial...
Don’t miss the new articles!