Top 10 freelancer-friendly workflow software

Workflow automation software is any tool designed to help users manage and coordinate work-related tasks more effectively. Its sequential work processes make sure that tasks are finished accurately and in the proper order. It also offers workflow visualization to monitor progress as user teams collaborate on a project. According to a Zapier survey, tedious, time-consuming tasks slow down 94% of workers. Thanks to technology, these procedures can now be automated, lowering the risk of human error and allowing you to concentrate on more crucial tasks.

As experts Workee has been a design experts There are many advantages to using automation software, but you must make sure that it is the best fit for your team, your business goals, and your budget. in Workee, we have put together a list of the top workflow automation software options to help you make the right choice.

Let's get started!

What is workflow automation software?

Workflow automation software is any tool designed to help users manage and coordinate work-related tasks more effectively. Its sequential work processes make sure that tasks are finished accurately and in the proper order. It also offers workflow visualization to monitor progress as user teams collaborate on a project. According to a Zapier survey, tedious, time-consuming tasks slow down 94% of workers. Thanks to technology, these procedures can now be automated, lowering the risk of human error and allowing you to concentrate on more crucial tasks.

Why do you need workflow automation software?

Long hours spent as a freelancer performing mundane tasks can be tedious and stressful. Thanks to workflow software, you can now automate time-consuming tasks like data entry, lead nurturing, and accounting, giving you more time for strategic and imaginative decision-making. Automation software helps with:

• Savings: Automation helps businesses run more efficiently by preventing owners from having to spend more money on hiring more staff.

• Collaboration: According to 97% of employees and executives, a lack of team cohesion has a negative impact on project outcomes. Automation improves teamwork by allowing roles to flow seamlessly across workers and departments, eliminating the need for manual reporting.

• Time savings: By automating your workflow, you can cut back on the stress that ineffective systems cause, saving time, reducing errors, and increasing productivity.

Learn more about time tracking and how to master your productivity.

• Customer service: Workflow automation can greatly benefit customer service. You can use it to launch surveys, manage tickets, cases, and frequently asked questions, as well as create tasks and emails and send them to the right people.

According to a survey, workflow software is most commonly used for reducing manual data entry, organizing and creating documents, nurturing leads, and managing inventory. Two out of every three workers believe that automation has greatly increased their work productivity. Whatever the nature of your freelance or small business, workflow automation can greatly benefit you in various aspects of your work. 

How does workflow automation software work?

The majority of workflow automation tools use if/then statements to create triggers, which then launch a series of tasks that run automatically without any human involvement. To put it another way, automated workflows, once the rules and logic are established, can handle rote tasks such as sending emails to nurture leads, making social media posts, setting up reminders, scheduling tasks, triggering drip campaigns, and more—all without requiring the slightest human effort.

Workflow automation benefits not only large corporations with numerous business processes but also freelancers and small business owners. In fact, using workflow automation tools gives freelancers a chance to compete with big businesses.

How to choose a good workflow automation software

You must consider several important factors and functions when selecting the best workflow management software, namely:

Automation:

This may seem obvious, but some software tools have more automated functionalities than others. The best workflow automation software minimizes repetitive tasks, sends push notifications, produces reports, and automatically assigns roles. They can be easily customized without requiring any coding or programming knowledge, so non-technical businesspeople can easily design workflows for better procedures.

Reporting:

Automation software monitors metrics and provides information about the status of a task or project. This makes it simpler for you and your team to identify inefficiencies that can be fixed to improve workflow. These insights should be communicated using simple and clean KPI dashboards and visual workflows.

Keeping track of deadlines

Freelancers frequently miss deadlines because they are juggling so many different tasks and projects. Workflow automation software should provide features like notifications, color coding, and dashboard views that list tasks according to their due dates to assist you in managing deadlines.

Integrations:

Since freelancers frequently use multiple tools, your workflow management software needs to be compatible with other business tools like calendars, video calling tools, development tools, databases, email and communication tools, payment processing apps, CRMs, and others. 

Learn about the best CRM software for your freelance business.

Pricing:

When investing in a workflow management tool, especially for a small business, you need to make sure the value you get matches the price and is within your spending range. Pricing models can be standard or premium, per-user or feature-based, and the overall offering must compare favorably to the market average. 

Other questions to think about are:

• Who will use the workflow management software?

• How large is your team?

• Is it necessary to implement role-based access control?

• Does this tool supplement and integrate with your existing toolkit?

• Does it match your use cases?

• Will this tool, if one of your first additions, be able to scale to meet your needs as your business grows?

These should help you figure out what software would work best for you as a freelancer.

Best Workflow Automation Software in 2023

1. HubSpot:

HubSpot offers one of the best workflow automation systems on the market right now. It unifies different business operations on a single platform, allowing you to streamline all your work processes and reduce friction as you switch between tasks.  

The HubSpot automation tool allows you to plan and create tasks that will be carried out automatically, saving you a lot of time and effort. Using HubSpot automation, you can:

• Send emails

• Update records

• Create tasks

• Publish blog posts and more

To get started with HubSpot automation, you'll need to create a workflow. A workflow is a series of steps that are performed automatically when a certain trigger occurs. You could, for instance, design a workflow that sends a contact an email whenever they visit your website. This requires that you choose a trigger, add steps, and then set the conditions for when the workflow should run.

Many business owners rely on Hubspot to make their jobs easier.

2. Nintex:

Nintex has many automated features, including process mapping, advanced workflows, and process insights. It is useful for all types of freelance work, but it is especially recommended for those in the fields of technology, law, and finance. Businesses can use Nintex to help automate tasks like:

• Creating and managing workflows

• Integrating with other applications

• Managing documents and records

• Reporting and analytics

Nintex automation can also be used to handle reports, employee onboarding, marketing campaigns, customer service, and IT support, saving businesses time and money, improving efficiency, and lowering risk. Nintex is a simple-to-use tool for designing workflows with strong integrations that can link all of your apps together. 

3. ClickUp:

ClickUp workflow automation helps you improve efficiency with automated processes that will run without any input from you. This can be a huge time saver, as you won't have to manually complete repetitive tasks. It also helps you improve the accuracy of your work because the automated tasks will be completed according to the rules that you set.

Here are some examples of how you can use ClickUp workflow automation:

• You can design a workflow that will notify a team member when a task is approaching its due date.

• You can design a workflow that launches a new task whenever a specific event takes place, like a new lead being added to your CRM.

• You can design a workflow that automatically distributes tasks to team members according to their availability and skill set.

• You can create a workflow that automatically updates a task's status as it progresses.

Once you set it up, i.e., decide which processes are carried out when a particular automation is triggered, you can rest easy. Choose a workflow from a selection of 50+ automations, or design your own to simplify your work even further.

Everyone, including entrepreneurs, self-employed individuals, and remote workers, can use ClickUp.

4. Kissflow:

Kissflow is a no-code, cloud-based workflow automation platform that helps businesses automate their business processes without any coding or technical expertise. Kissflow offers a variety of features, including:

• A drag-and-drop interface for creating workflows

• A library of pre-built templates

• Integration with popular business apps

• Reporting and analytics

• Mobile app support

Kissflow is a popular choice for businesses of all sizes, with clients including Google, Toyota, Michelin, and Nike. Thanks to its user-friendly workflow visualization, drag-and-drop editing, and reporting dashboards for insights, you can create efficient workflows. Kissflow's integrations with APIs, WebHooks, Zapier, and other management apps allow you to manage projects from a single platform. This simple-to-use, reasonably priced tool is ideal for freelancers and small businesses looking to organize their workflow.

5. Integrify:

Integrify is a workflow automation tool with a drag-and-drop interface that allows users to create workflows without any coding or technical knowledge. Integrify can be used to automate a wide variety of business processes, including:

• Customer onboarding

• Order processing

• Invoicing

• Employee onboarding

• Asset management, and more

Integrify is easy to use and can be customized to meet the specific needs of any business. It provides useful consulting services to follow up with users as they implement their plans for digital transformation. It is very helpful for freelancers and small to medium-sized businesses.

6. Zapier:

One of the most integrated apps for workflow management is Zapier, which has the ability to connect to and share data with over 3,000 applications. Zapier can help you with things like:

• Send email alerts whenever you add a new task to your to-do list. 

• Create new Google Calendar events when you receive a new email from a specific person.

• Save new files to Dropbox when you create a new Google Doc.

Zapier is simple to use, with thousands of pre-made integrations known as Zaps. You can choose from them or customize yours based on the needs of your team. It is very cost-effective, with a free plan that allows you to run up to 100 tasks per month.

Zapier is an excellent choice for freelancers and small-to-medium businesses that use a variety of unrelated tools, particularly those in the personal services industry.

7. SureTriggers:

SureTrigger is a workflow automation tool with a visual builder that allows users to create workflows by dragging and dropping actions. You can set up a workflow to have a particular trigger, such as a new email or a database update.

SureTrigger comes with a WordPress plugin that integrates with your WordPress website. It also works well with other applications, like Salesforce and Slack, to further automate your business processes.

With SureTrigger, you can:

• Save time and money by automating repetitive tasks.

• Improve accuracy by reducing human error.

• Increase efficiency by streamlining your business processes.

• Improve customer satisfaction by providing faster and better service.

• Use notifications and alerts to keep your team informed and focused.

• Get real-time insights into your business processes.

SureTriggers can help you design complex workflows that use conditional logic to meet the needs of your business. SureTrigger is an excellent option to consider if you want to automate your business processes. It is simple to use, inexpensive and can be integrated with a wide range of other applications.

8. Flokzu:

Flokzu is a task management tool that allows you to automate repetitive tasks without having to know how to code. Using the tool's visual workflow builder, users can drag and drop tasks to create a customized workflow. Flokzu can be used to automate processes, including sales, marketing, and the onboarding of customers and employees. It integrates well with other applications, is easy to use, and is affordable.

Flozku's detailed reporting dashboard displays metrics and performance, such as tasks that are behind schedule, which ones have been completed, who is in charge of what, and the time spent per task. This knowledge can be used to improve and streamline future workflows. Another huge perk of this tool is that users receive direct inbox notifications of pending tasks. Flokzu is best suited for small teams looking to improve time management and task workflow.

9. Snov.io

Using the Snov.io automation platform, you can manage deals, generate leads, send emails, and monitor email delivery. Snov.io, for instance, can automatically validate email addresses before you send a message. It improves your sales and marketing outcomes by giving you access to data insights. This can help you identify opportunities and improve your campaigns. If you're looking to improve your small business revenue, minimize human error, and produce better results, you should use Snov.io. It comes with a free CRM that enables you to manage clients. You can sync your data with over 2,000 sales and marketing tools to fully streamline your processes. Snov.io provides a free, renewable plan with 50 monthly credits and 100 drip campaign recipients, but premium features are available for $39 per month.

10. Workee:

Workee is a workflow software created with freelancers in mind. It includes bookings, payments, video calls, and invoicing—everything you need to automate your freelance business. You can seamlessly create and customize a website in under a minute. You can also create your work schedule in any format you want, whether it is days, hours, or both, and receive reminders. Workee allows you to manage your time and meetings by creating paid time slots for your work engagements. Our integrated payment systems and 0% transaction fees give you the flexibility to send automated invoices and emails.

What more could a freelancer possibly need? Yet there is more!

In summary,

If you are a freelancer looking to boost your productivity, you probably already understand how important it is to automate workflows by letting technology handle monotonous, manual tasks. Many freelancers are leveraging workflow automation tools extensively for different tasks, from organizing marketing campaigns to updating social media feeds.

You'll find an automation tool like ours ideal for handling rote tasks, and your freelance business will be better for it.

Automate your freelance business needs with Workee. Take advantage of our Summer Sales and save 50% on monthly and yearly Pro plans.