The 5 best workflow management software for your SME

Even after technological innovations, numerous small and medium enterprises ( SMEs ) still manage their business process with paper flowcharts, email chains or a trail of paperwork. 

Well they, I mean, you should know that a well-oiled workflow turns your business and your team into an impressive engine, that can speed up and optimize their routine business processes for maximum productivity.

I tell you all of this because we, over at Plugnotes, know how many companies and teams have begun to consider and implement a dedicated workflow management system in an attempt to increase efficiency.

However, we also know, that trying to find THE workflow management software that suits your businesses needs and those of your team, can be far more difficult than any other decision ever has been.

This is why, to facilitate the process, we have put together a list of workflow management and automation tools that SMEs should follow in 2021.

Use this as a guide to finding the one that is right for you and your team.


Photo de Tiger Lily provenant de Pexels

Prior to looking at the different features and price ranges offered in this list, it is important to understand why your SME would need workflow management software in the first place.

A workflow management software is a versatile platform that offers a range of tools to help your SME boost its productivity. It enables you to build and optimize your teams’ workflow in the most efficient way possible, identify repetitive activities, automate work processes, spot possible skill gaps, and reach higher levels of success.

Want to know more about what a digital workflow is, the advantaged of opting for one, and what you should be looking for when considering a digital workflow solution? Check out our latest article on this topic: How to save your SME money and lots of time with digital workflows


Photo by Marek Levák on Unsplash

The best workflow management software has a strong number of features for setting up, executing, and tracking tasks at its heart.

It really is more than just a to-do list – it's a solution that reinforces and automates the entire business/team management network, resulting in more effective, streamlined workflows.

Finding the right workflow management tool, on the other hand, is not easy. It's difficult to know how to pick the right workflow management tools for your team and your businesses goals.

Management teams sometimes select the incorrect type of tool, with disastrous consequences on performance, motivation...

Today, we have narrowed down some of the best choices to assist you in making a quicker decision while concentrating on the most important factors.

Here is a selection of the best workflow management applications and software to think about when picking a digital  workflow solution for your SME.



Plugnotes is a no-code solution for SMEs to digitize their workflows. It focuses on companies in the production, retail and logistics sector that still work with paper and pen or a combination of different tools.

With the mobile and web app SMEs can configure solutions, digital forms and databases themselves in a matter of minutes and make them immediately available to their employees and others.

Why use Plugnotes?

The no-code solution can help SMEs in the retail and logistics sector digitize and simplify their day-to-day operations without having to invest in IT development or training.

The tool requires a minimal budget to digitize workflows and offers the ideal solution for companies with field teams and organizations with a limited IT team.


With Plugnotes, anyone in an organization can automate processes that require mobile registration or efficient use of data. SMEs can immediately get started with the solution, without IT knowledge, without obligation (they can stop at any time) from one hundred euros per month.

#2. HubSpot CRM

HubSpot CRM allows businesses to process and analyse consumer data, extract relationships from diverse data sources to uncover insights and depict opportunities, build revenue funnels, and run loyalty programs.

        Why use HubSpot CRM?

HubSpot is a terrific CRM that is simple to set up and use, and it has one of the best free versions available. With an emphasis on sales and marketing, HubSpot thrives at combining various pieces of data and presenting metrics in a consistent and detailed manner. HubSpot is a “all-in-one” marketing platform with a free CRM at its heart.

#3. Odoo

Customer relationship management (CRM), e-commerce, payroll, billing, inventory management, project management, financial management and purchasing are all included in Odoo's advanced open-source enterprise resource planning (ERP) program. These modules are designed to interact with one another in an efficient and seamless manner.

       Why use Odoo?

Odoo is an open-source ERP with free and paid versions available and can be adapted by IT teams to the needs of your entreprise. Its features and functionality can assist businesses in streamlining procedures, lowering expenses, and expanding their operations.

#4. Teamleader

Teamleader is a cloud-based customer relationship management system designed for small and medium-sized businesses (SMBs) and larger growing businesses. Standalone sales automation, customer care and assistance, help desk, web self-service, and live chat are only a few of the solution's main features.

Why use Teamleader?

A centralized database allows users to coordinate their sales contacts, store important documents, and evaluate the pipeline. The platform is adaptable to the needs of different types of businesses

#5. Excel

Microsoft Excel is a spreadsheet-based software program that uses formulas and functions to organize numbers and details. Excel analysis is used by companies of all sizes all over the world to conduct financial analysis.

  Why use Excel?

Excel is often used by many businesses to handle workflows. Excel spreadsheets are used to monitor tasks and procedures, as well as collect and share data between different users, in the absence of a proper workflow tool.

Excel is great for creating spreadsheets and tables, as well as gathering and analyzing data.


For us to be able to evaluate and determine the best workflow managing platforms/ software that are in line with or combinable with Plugnotes, we had to look at number of factors why an SME would want to opt for a digitized workflow.

Any tool's goal is to make your life easier and save you time.

So, when you're looking for a workflow tool (or some other tool), make sure it removes all manual labour and saves you time and effort.

That why we made it easier for you and gave you a variety of options that you can keep in mind while searching for the right solution.

This is our top picks for the best workflow management tools that any professional could use.

Did we help you determine what feels right for your business?