Workflow Management softwares are complex and it can be tedious to look for the best suited for you until you understand the top capabilities in detail.
To solve this problem, here we have collated the list of top 5 CRM tools to boost your performance drawing on our experience, user reviews, and expert insights. All personally vetted for real-world impact.
Smartsheet is a leading solution for work management and automation. You can use this tool to streamline project planning, improve team collaboration, and automate workflows. Features like project scheduling and workflow automation will help you enhance productivity and ensure project success.
Key features:
Project Scheduling and Gantt Charts
Smartsheet offers robust project scheduling tools, including Gantt charts, to help you plan, track, and manage project timelines. This feature provides a clear visual representation of project schedules, dependencies, and critical paths, enabling you to keep projects on track.
Workflow Automation
Smartsheet allows you to automate repetitive tasks and workflows, reducing manual effort and increasing efficiency. You can set up automated alerts, reminders, and approval processes to ensure that tasks are completed on time and stakeholders are kept informed.
Collaboration and Sharing
Smartsheet provides extensive collaboration tools, including shared sheets, comments, and attachments. Team members can collaborate in real-time, share updates, and access important documents, enhancing communication and ensuring everyone stays aligned on project goals and progress.
Beamer is designed to improve user engagement and communication for software applications and websites. The tool allows you to announce product updates, new features, and important news to users. With key features like in-app notifications and targeted messaging, you can effectively reach your audience in real-time and keep them informed about changes and enhancements.
Key features:
In-App Notifications
Beamer allows you to send various types of in-app notifications, such as subtle tooltips, banners, and full-page announcements. These notifications help in boosting user engagement by ensuring that users are aware of new features and updates directly within the application.
Changelog and Feature Announcements
Beamer offers a changelog feature that allows you to communicate product updates, new features, and bug fixes within your application or website. This feature includes rich media support, enabling you to add GIFs, videos, and images to make announcements more engaging.
User Feedback and NPS Surveys
Beamer includes tools for collecting user feedback and conducting Net Promoter Score (NPS) surveys directly within your app.
Aha! is purpose-built for product roadmap planning and strategy. This tool is a good choice for product managers and teams focused on product development and innovation. Using its capabilities like visual roadmap planning and idea management, you can align stakeholders, prioritize initiatives, and ensure strategic goals are met efficiently.
Key features:
Extensive Product Roadmapping
Aha! offers a robust roadmapping tool that goes beyond simple timelines. It includes features for resource and capacity analysis, setting dependencies, assigning priorities, and aligning roadmaps with strategic goals.
Idea Management and Crowdsourcing
The platform includes an idea portal where customers, employees, and other stakeholders can submit and manage ideas. This feature empowers organizations to gather diverse insights and suggestions, which can then be incorporated into the product development process.
Customizable Workflows
Aha! allows for extensive customization of workflows, including statuses, fields, layouts, and tables. This flexibility enables teams to tailor the platform to their specific processes and requirements, ensuring that the tool fits seamlessly into their existing workflows.
Productboard is a leading solution for product management and prioritization. You can use this tool to centralize product feedback, prioritize feature requests, and roadmap development initiatives. Features like customizable boards and integrations with customer feedback channels help you gather insights and make data-driven decisions.
Key features:
Collaborative Roadmapping
ProductBoard allows teams to create, share, and collaborate on real-time product roadmaps. These interactive roadmaps help ensure that all stakeholders have access to up-to-date information about the product vision, strategy, and goals.
Customer Insights Centralization
The platform centralizes user feedback from various sources, helping teams uncover valuable insights at scale. This feature includes tools to automate the identification and summarization of insights.
Prioritization Frameworks
ProductBoard offers robust prioritization tools that allow teams to organize and rank feature ideas using various frameworks and criteria, such as user impact, business goals, and strategic importance.
ClickUp is an ideal tool to manage tasks and projects collaboratively. The platform will help you streamline project workflows and improve team productivity. Some of its core features, like customizable task views and goal tracking, will go a long way in increasing organizational efficiency and transparency.
Key features:
Customizable Workflows and Task Management
ClickUp allows users to create highly customized workflows tailored to their specific needs. This includes setting custom task statuses, priorities, and assignees, as well as utilizing templates for repetitive tasks.
ClickUp AI
ClickUp 3.0 introduces ClickUp AI, which helps users save time by generating creative ideas, summarizing lengthy texts, and enhancing writing skills. This AI-powered feature is designed to boost productivity by automating routine tasks and providing intelligent suggestions.
Universal Search and Hubs
The Universal Search feature in ClickUp allows users to find any file across connected apps, local drives, and within ClickUp itself, all from one search bar. Additionally, Hubs enable users to create customized views of files and build curated collections.