Enterprise Automation Software

Using the search feature, you have to select want you are searching on, not just searching across everything Review collected by and hosted on G2.com.

AutoTask allows us to keep track of the tickets that come in and what needs to be worked on. the ability to seee the notes of tech who worked on it before you allows you to jump right in without spending time talking to someone else or starting over. Review collected by and hosted on G2.com.

The only thing I can think that Laserfiche could improve on is the ability to link separate business processes together (to run together or otherwise link). The ability to launch one business process from within another would be a game changer. Review collected by and hosted on G2.com.

We have staff and learners spread across a broad geogrphic area. Laserfiche allows for the electronic completion and routing of forms for instant approvals. Review collected by and hosted on G2.com.

Firstly, as an automation tool it's definitely good and I guess there's not much to say anything negative about it. But if I would like to discuss about one limitation, it's that the ease of use can increase or improved quite significantly when you switch from working with plain, pre-built flows to building fantastically customized and complicated ones from scratch. For generating highly accurate workflows, you sometimes must dive in and begin to write a few complex expressions on your own or resort to some other workarounds available. It is not so much a big of a deal when compared to a feature that requires a greater or higher amount of technical skills to master or excel in its entirety. Review collected by and hosted on G2.com.

Basically, its great for getting rid of all the repetitive, manual work. I used it to automate things like scheduling data refreshes and sending reports out, it saved us a ton of time.

The biggest benefit was that we cut our manual work by like 50%. It let me focus in on the more important strategic analysis, instead of just being stuck pushing files around all day Review collected by and hosted on G2.com.

I really wish Syncro was more customizable. One thing I really do not like is the new customer contact page. I do not like going to another page after clicking on one contact; i liked the method before of being able to see all of the contacts on the left side and easily switching between them.

Speaking of functionality changes, I would appreciate a feature like Microsoft has that you are able to revert back to the previous version instead of being forced to use new features that might not be something that i like to use.

we also would like the ability to set an out of office message in syncro for tickets / customer replies. also, sometimes when linking / modifying tickets, my timer gets stopped without me realizing it and i lose track of my time. Review collected by and hosted on G2.com.

making notes on customer accounts, keeping track of recurring tickets adn reminders, tracking assets that are having issues, automating tasks Review collected by and hosted on G2.com.

Comparing the current project state with the original or past plans can be challenging. With multiple revisions (3–4 iterations), adapting and establishing baselines from previous versions isn’t as smooth as expected. Review collected by and hosted on G2.com.

Previously lacked a central tracking system - Rocketlane now acts as a unified hub for all project updates, minimizing ambiguity and eliminating reliance on multiple disconnected tools.

Stakeholders had limited visibility into progress - Built-in project views and automated status reports offer leadership the clarity they need—no additional follow-ups required.

Cross-functional collaboration was inefficient - Defined task ownership and timelines across teams have significantly improved coordination and accountability.

Challenging to manage several projects simultaneously - The portfolio-level dashboard enables clear visibility across accounts, making it easier to identify risks and delays early on. Review collected by and hosted on G2.com.

While Jotform Workflows is generally fantastic, there are a few areas for improvement. Sometimes, the flowchart-based workflow builder can become a bit cumbersome when dealing with more complex processes. More advanced customization options for the visual interface would be appreciated. Also, the reporting features, while useful, could be more detailed and offer greater flexibility in generating custom reports. Lastly, the learning curve for the more advanced features can be steep for new users. Review collected by and hosted on G2.com.

Jotform Workflows solves several key problems for us:

Manual Tasks: It automates repetitive processes like approvals and notifications, saving time and reducing errors.

Tracking & Visibility: The visual workflow builder gives us real-time insight into task progress, making it easier to manage projects.

Inefficient Communication: Automated notifications keep everyone in the loop without needing constant manual updates.

Tool Integration: It connects seamlessly with tools like Google Sheets and Slack, streamlining our operations. Review collected by and hosted on G2.com.

There is nothing to really dislike, but some room for improvement:

Dashboards are set and not (yet) customizable

Report filters should allow to exclude data

Report columns should be customizable too (downloads of some reports show a lot more data then the report in Ruddr) Review collected by and hosted on G2.com.

Time Tracking: easier use (forward tracking)

Automation/resource management: replaced huge excel files for roster management and resources planning

Project Cost Management: increased transparency for profitability, utilization etc in a mouse click Review collected by and hosted on G2.com.

At times, Keka can be slow to load, especially during high usage periods. Some features, like report customization or integration with third-party tools, could be more flexible and user-configurable. Occasional glitches in attendance or regularization updates may also require manual follow-up. Review collected by and hosted on G2.com.

Manual HR Tasks:

Keka automates attendance, payroll, leave, and performance tracking—reducing manual work and human errors.

Lack of Visibility:

With real-time dashboards and reports, managers and employees have clear visibility into attendance, leave balances, and performance metrics.

Onboarding & Documentation Delays:

Keka streamlines onboarding by collecting documents and updating employee records digitally, speeding up the process.

Payroll Complexity:

It simplifies payroll by auto-calculating salaries, deductions, taxes, and generating payslips accurately and on time.

Decentralized Communication:

Centralizing all HR-related information and processes on one platform helps ensure better communication and smoother operations. Review collected by and hosted on G2.com.

I've noticed that the loading time of the page is too much, thus there may be certain things that may be done better. Review collected by and hosted on G2.com.

The following areas are where our advisory services team is becoming more productive and delivering services faster thanks to the features and flexibility of FinancialForce Professional Services Cloud:

Project resource allocation, Tracking of resource skills, and Revenue recognition for deliverables that are both ratable and non-ratable. Review collected by and hosted on G2.com.

More than something we don't like, something to keep in mind is that, given its high level of customization and configurability, AuraQuantic requires a clear governance strategy from the start, as well as an appropriate structuring of roles, environments, and design rules. This functional robustness implies defining good practices and internal guidelines that ensure the coherence and scalability of the developed solutions. Review collected by and hosted on G2.com.

AuraQuantic has been key in solving problems related to process dispersion, lack of traceability, and prolonged execution times for procedures. Thanks to its orchestration and automation capabilities, we have managed to centralize the management of internal processes and citizen procedures. Review collected by and hosted on G2.com.

I can't say anything bad about Bizagi's features, it's a great automation software that facilitates all kinds of technical work. Review collected by and hosted on G2.com.

Bizagi is a fundamental software in the work practices of my organization, thanks to the use of its services we have managed to increase our productivity by performing numerous repetitive tasks in an automated way. Review collected by and hosted on G2.com.

However, there is room for improvement—particularly in the expense reconciliation features, which could be better optimised for Xero integration.

Overall, Projectworks is a great platform that delivers real value, especially for professional services businesses. With a few enhancements in the finance integration area, it would be near perfect. Review collected by and hosted on G2.com.

Projectworks has helped us solve several key operational challenges by centralising project tracking, time management, and resource planning in one place. Review collected by and hosted on G2.com.

We run the hosted solution and sometimes it requires you logout and re-login to have all features function Review collected by and hosted on G2.com.

By prioritising the regular patching of devices, we not only assist our clients. it adds business value. Review collected by and hosted on G2.com.

The truth is that nothing, however, it "frustrates" me that it doesn't take the weight of what it really is and who it competes against: There's a lack of awareness, since many times the platform, its features, and capacity itself "compete" head-to-head with renowned SaaS like Salesforce, SAP, ServiceNow, and others, and what I feel as a company offering CoTalker's services is that by not being on their radar, they simply opt for another solution, which always (and from my own experience), ends up being more costly, longer to implement, and with a high percentage or degree of dissatisfaction. Review collected by and hosted on G2.com.

Solve problems of business process automation, operation, flow development, information centralization, knowledge repository, internal and external management platform, in other cases of communication, user support, and ticket management, among others.

The benefits could be listed on several pages and we would run out of time, however, if I had to summarize the greatest benefit in just one, it is the adaptability of the platform for any requirement, as it often happens that at the briefing reception meeting, opportunity, or issue, there is never a time when we do not use (regardless of the core of the problem), CoTalker to serve as a basis for the solution or solutions we want to deliver to that challenge, and that, coming from us, who are very embedded in the market, you will never find in another platform. Review collected by and hosted on G2.com.

Sometimes the refresh speed is low. But everything else is super fine. Review collected by and hosted on G2.com.

Quixy is reducing the manual paper based work and multiple email communications. It helped me create lengthy workflows easily and automate the workflow within a single platform. Review collected by and hosted on G2.com.

One notable drawback is the restricted flexibility in customizing PDF templates (e.g., quotes, invoices, reports). Even at higher-tier membership levels, I've found that there's minimal control over layout and design, making it hard to fully align documents with a company’s branding.

Limited formatting options, which can be frustrating for businesses with specific presentation standards.

This can be especially challenging for agencies or consultancies that rely heavily on polished, client-facing documents. Review collected by and hosted on G2.com.

Scoro helps us work smarter by bringing structure, transparency, and efficiency to our daily operations, so we can focus more on delivering results and less on managing tools. Review collected by and hosted on G2.com.

The workflow templates in Cflow could be expanded to include more templates to cover other key financial functions. Review collected by and hosted on G2.com.

Before considering Cflow, we were manually processing each invoice. The AI-powered workflows in Cflow streamlined invoice processing to eliminate redundant steps and automate repetitive steps. The customer support team guided us through the entire set up process and afterward for a hitch free experience. Based on the experience with Cflow, we are planning to extend the automation to other financial workflows in our organization. Review collected by and hosted on G2.com.

It would be helpful to have more consult around changes requested. While Screendragon can typically make any changes requested, sometimes a change isn't the best for futureproofing the workflow. While we can test changes to determine any downstream effects , an initial consult or conversation around changes would help us balance out the pros and cons, especially if they can share what has worked for other clients in similar scenarios. Review collected by and hosted on G2.com.

Screendragon allows us to streamline review and approvals of marketing assets. Through Screendragon, we can reduce the load on our legal approvers by putting all approvals in one place that they can easily access. On assets that have multiple approval groups, using the annotation viewer to collaborate reduces time spent. Rather than going back and forth on email threads, approvers can view timestamped comments on the assets. Review collected by and hosted on G2.com.

Workflow and dashboard setup and configuration take a lot of time and have a high learning curve. yet everything is good overall. Review collected by and hosted on G2.com.

Kytes ensures that deadlines are met by prioritising and organising jobs to assist manage task overload. Communication gaps are lessened by its collaborative features, and project progress is clearly visible through customisable dashboards. By streamlining procedures, automation tools increase production and efficiency. Wrike improves team cooperation and workflow overall, which results in better project outcomes. Review collected by and hosted on G2.com.

While Allfred is an overall great tool, it is not without its flaws. Some features could be more customizable, and there are occasional glitches that can disrupt the workflow. However, these issues are generally minor and do not significantly impact the overall experience. Review collected by and hosted on G2.com.

Allfred streamlines our project management and financial tracking by providing everything in one platform. It saves time by automating tasks, reduces human error, and boosts the team's productivity through better resource planning. Overall, it helps us stay organized, on budget, and more profitable. Review collected by and hosted on G2.com.