A good workflow automation tool should simplify your day-to-day tasks and help you improve productivity and efficiency. It should also reduce operational mistakes. In addition, the process should have integration capabilities, so that your team can easily scale and tailor the tool to your needs.
Depending on your needs, you can opt for low-code, web-based, or browser-based workflow automation tools. These options offer great versatility and are suited for small to mid-sized businesses (SMBs) across various industries.
The first tool is Nintex, which is a low-code platform that offers document generation and collaboration. Its drag-and-drop builder makes it easy to design a workflow.
The second is LeadsBridge, a workflow automation software designed for marketing and sales teams. This tool integrates with over 380 apps, including Facebook, LinkedIn, and CRM. For enterprises, it has a paid plan that includes unlimited cloud flows.
Lastly, there is ProcessMaker, which is a low-code workflow automation platform. It features an affordable price and ease of use. Moreover, it is available as an open-source application.
However, it's best to test the tool before buying. If it's not user-friendly, you can always ask for a demo. You can also take advantage of its free trial period.
Regardless of the tool you choose, remember that you need to find the one that fits your organization. One of the biggest roadblocks to workflow automation is poor communication. Therefore, you need to ensure that the workflow automation tools your team uses are not confusing or complicated.