Best Free Workflow Management Software in 2024

By
Wuraola Ademola-Shanu
January 11, 2023
11
min read
Updated
December 29, 2023
Photo credit
This workflow management software list reviews 5 free tools and provides tips on features to look for when buying workflow management software.


Introduction

Anyone with skin in the business game, especially for a long time, will happily regale you with the struggles they've endured and overcome over the years.

As a small business owner, I can tell you that the challenges of running a business are limitless. You're constantly inundated with one challenge or the other, and even the best-laid plans can go askew (a lá sh** hits the fan).

This is why effective business project management is crucial; however, it’s much easier said than done. Modern organizations should be able to achieve seamless end-to-end workflow management. When an organization's core operations are clearly defined and run with care, the business runs smoothly — enabling teams to focus on bigger problems instead of finding old emails, keeping them unified and on track to manage increasing business complexities, and of course, ensuring that the quality of all projects handled is maintained.

In this article, we’ll review the best free workflow management software if you're looking to scale your operations. 

TL;DR: Best free workflow management software

  1. Scribe
  2. ClickUp
  3. Kissflow
  4. ProProfs
  5. Airtable

What is workflow management software?

Workflow management software (WMS) is designed to help streamline routine business processes to improve workflow efficiency. In other words, WMS boosts an organization's overall efficiency by cutting out human errors—either by ensuring people know what to do and making sure nothing gets missed or by using automation. 

Automated tools can enhance employee productivity by performing tons of repetitive, menial tasks repeatedly without making mistakes.

The 5 best workflow management software in 2024

1. Sc‎ribe

Scribe: Free Workflow management software
G2 rating: 4.8/5

Capterra rating: 4.9/5

Price: Free. The pro version starts at $23/month, while businesses looking to scale can schedule a demo for the Enterprise version.

Vendor's promise: Document and share any process in seconds. Scribe is a fast and easy way to share what you know.

Scribe Overview: 

Scribe is an intuitive project management tool that allows you to document workflows instantly for any repetitive digital process. Scribe is a no-code workflow management software that automates workflow documentation and SOPs by instantly turning processes into step-by-step guides. This ensures that:

  • Knowledge base creators spend as little time documenting processes as possible while providing accurate information.
  • There's improved consistency across your organization.
  • You can automatically redact sensitive information to protect your company's data privacy. 

With Scribe, all you have to do is:

  • Turn on Scribe to document your process.
  • Get an automatically generated step-by-step guide complete with instructions, screenshots and clicks.
  • Easily edit screenshots and add annotations, texts and custom branding. 
  • Embed Scribes in the favorite tools you and your team love.
  • Share your process guide with anyone, anywhere — with one click! 

2. Cl‎ickUp

Clickup Free Workflow management software
(Source: ClickUp)

G2 rating: 4.7/5

Capterra rating: 4.7/5

Price: Forever free plan with support for unlimited tasks and members.

Vendor's promise: ClickUp brings your team together to plan, track, and collaborate on any project — all in one place.

ClickUp Overview: 

ClickUp is a workflow management software that allows you to create your custom views. It offers comprehensive time and task management features and promotes collaboration between teams. Its simple, visually appealing look also makes it a fave among project management teams around the world. 

ClickUp is super useful for process and workflow automation, as it allows users to create specialized templates to automate portions of their workflow, offers project views including Gantt, calendar and timeline view and includes a global timer that sets clear project expectations with time estimates and monitors time spent with detailed reports. It also aligns your team with features such as checklists, mind maps, task dependencies, docs and wikis, amongst others.

3. Ki‎ssflow

Kissflow Free Workflow management software
(Source: Kissflow)

G2 rating: 4.3/5

Capterra rating: 3.9/5

Price: Small business plan starts at $15/month per user, corporate plan starts at $20/month per user, while middle to large businesses would have to contact the sales team to get a quote for the enterprise plan. 

Vendor's promise: 10,000+ companies—from startups to Fortune 500s—use Kissflow's self-serve platform to build and manage business processes across departments.

Kissflow Overview: 

Kissflow is an easy-to-use workflow management solution designed to boost productivity, help teams visualize workflows, define responsibility amongst team members, and keep everyone on the same page within the organization. 

Kissflow offers the following features:

  • Fully customizable forms to aid automation and streamline workflow.
  • Access control that defines roles and responsibilities across the organization.
  • Progress tracking features (Hold, In-Progress, and Done states) to get accurate data on what your team is working on.
  • Powerful reports to aid smart, data-driven decisions
  • Automatic reminders for when tasks and projects approach their due dates.
  • Integration with other tools.

4. Pr‎oProfs

ProProfs Free Workflow management software
(Source: ProProfs)

G2 rating: 4.4/5

Capterra rating: 4.7/5

Price: 15-day free trial, with its annual plan starting at $39.97.

Vendor's promise: Manage projects online, delightfully!

ProProfs Overview:

ProProfs Project is a smart workflow management software that offers real-time updates of the project life cycle to help project managers and teams complete their tasks efficiently.

With ProProfs Project, you can easily manage tasks, subtasks, and deadlines effortlessly, create custom workflows and visualize the project overview using Kanban boards and Gantt charts. Its actionable reports feature empowers teams to easily identify problem areas to make informed decisions for performance improvement.

The project management tool also generates invoices, provides an option to customize bills, and allows you to create custom workflows suitable for your project needs.

5. Ai‎rtable

Airtable Free Workflow management software
(Source: Airtable)

G2 rating: 4.6/5

Capterra rating: 4.7/5

Price: Free plan for individuals or very small teams just getting started with Airtable. It offers paid plans such as Plus ($10/seat/month), Pro ($20/seat/month) and an Enterprise version whose quote can only be gotten when you contact the sales team.

Vendor's promise: Accelerate work and unlock potential with powerful apps that connect your data, workflows and teams.

Airtable Overview: 

You'll particularly like Airtable if you’re looking for a workflow management software with a unique Excel-like framework. Airtable is used by teams all over the world, and its ability to function as a fast, modern spreadsheet has made it gain a huge following, especially for workflow management purposes.

Thanks to its interface designer features, you can easily create interfaces that match the way each person on your team works, irrespective of what they are working on.

You can also share data within Airtable, pull in data from other platforms, consolidate data sources and control who sees what. It also offers a Grid, calendar, gallery and Kanban view for viewing projects in the way that works best for you.

What does a workflow management system (WMS) do?

When considering what workflow management software to buy, you're looking for a tool that:

  • Automates repetitive processes.
  • Follows up automatically/sends reminders about uncompleted tasks in the process.
  • Manage work the way you want.
  • Creates custom workflows.
  • Streamlines repetitive processes.
  • Allows you to create and assign tasks.
  • Synchronize tasks in every stage.
  • Makes task management easy.
  • Create stages in which tasks can be defined and moved.
  • Adapts to changes along the way.
  • Define stages and move tasks into stages.
  • Integrate workflow with every task list.

Free workflow management software features

To get the true value for your money, check out essential features you shouldn't compromise on.

1. An intuitive, code-free workflow designer

A great workflow management software is meant to simplify your work, and not complicate it. Therefore, it should do all the complex work in the background, out of your sight. Your job as the user is to fill in the gaps created. If this isn't the case, consider the workflow management solution counterproductive.

2. Task & workflow automation

Automation is key to efficiency and productivity in the modern workplace. It gives you more time to focus on other important tasks, rather than drowning in menial, unnecessary tasks. 

Manually executing every task is not only exhausting and time-consuming but also expensive. Therefore, a good workflow management software should automate repetitive tasks as instructed by you.

3. Role-based access controls

An organization's employees aren't privy to every piece of information or document it creates. To safeguard your company's privacy and security, you should share confidential details only with concerned stakeholders. A good workflow management software system should enable you to provide information on a need-to-know basis. 

4. Cloud-based technology

Gone are the days when work could only be done in the office or certain locations. Thanks to remote work, employees can work from anywhere, irrespective of time zones. For an organization to function effectively, you need access to relevant documents from anywhere. Apart from remote access, cloud-based technology should also be 💯 serious about compliance and data privacy — only authorized parties should access it.

5. Integration with other cloud apps

Once a nice-to-have, integration is now an essential feature for any workflow management software worth its salt. 

With today's workplace complexities, workflows cannot operate independently from other processes. For example, if you wanted to integrate your Gmail into your workflow management software for easy access, your emails should come into your software instead of you having to manually retrieve them.

Calendars, contact details, cash flows, documents, sales reports, etc. should all flow seamlessly from your workflow management tool to your email, CMS, calendar and financial software, amongst others. If your workflow management system can't smoothly integrate with other tools, it's time to consider buying a new one.

6. Customizable notifications

Notifications can become irritating and distracting when it becomes too much and irrelevant to their recipients (think of spam in your email). A good workflow management software should save everyone the stress (and possibly embarrassment 😢) by customizing notifications to relevant stakeholders only.

7. Parallel branches

Business processes may be sequential, but they differ too. Therefore, aim for workflow management software that allows you to create different process patterns. For instance, onboarding a new customer requires a different process when compared to dealing with a returning customer. 

8. Flexible design

A good workflow management software understands that businesses are different and constantly evolving. Therefore, the software design should be flexible to adapt to individual business processes. It should be able to accommodate your business needs flexibly.

Why do you need workflow management software?

Some of the benefits of workflow management software include:

1. Cost reduction: Experts estimate that companies lose up to $5 trillion yearly on repetitive tasks that yield no productivity. An effective workflow management software keeps your employees focused on high-value tasks that would positively impact your revenue bottom line.  

2. Reduced errors: Using workflow management systems makes it easier to prevent errors from happening in the first place and fix them as they arise.

3. Enhanced collaboration: Workflow management software ensures that each step is laid out, the right technologies are linked, and the right people are always updated and can access information with a few clicks!

4. Improved productivity: Thanks to workflow automation, your teams save a lot of time sending emails and updating information in multiple tools.  Additionally, they don’t need to wait for approvals to reach them. They can easily track each workflow progress and stay in the loop.

5. Improved compliance: Workflow management software can help maintain impeccable record-keeping by:

  • Generating a step-by-step record showing precisely how a process was performed.
  • Eliminating the possibility of missing a crucial process step — since tasks are mapped out, automatically performed, and tracked; hence, making it almost impossible to skip over a vital one. 
  • Reducing copying and pasting to fill out forms and databases. Workflow management software automatically exchanges data, creating a “single source of truth” unmarred by the dangers of manual transfers.

FAQs

What is workflow management?

Workflow is a collection of tasks towards achieving a larger goal, while workflow management involves supervising overall strategy coordinating tasks within a team or organization.

  • Workflow is a repeatable process with input, transformation, and output.
  • Input is what you must add to begin a task.
  • Transformation is what happens during the task.
  • Output is the result of completing a task.
  • Output can also be the beginning of another step.

What are the basic components of a workflow?

A workflow consists of the following three components: 

  • Predefined steps: framework of tasks in a workflow
  • Stakeholders: people responsible for specific responsibilities
  • Conditions: rules for the workflow, determine step completion and next steps.

Conclusion: Free workflow management software

Effective workflow management is crucial for the smooth running of any organization. Workflow management involves coordinating tasks to achieve a larger project, and it should be a repeatable process that can be completed multiple times. Workflow management software (WMS) can help streamline routine business processes and boost overall efficiency, by cutting out human errors and using automation.

A good WMS should have predefined steps, stakeholders and tasks, and automation features to improve employee productivity, and provide clarity and transparency on what happens at each stage of the workflow.

This list is your first step to managing stronger and more powerful workflows!

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