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Top Rated Business Management Software with Workflow Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

Workflow management automates and streamlines business processes, reducing manual tasks and errors. It enhances efficiency, collaboration, and productivity by allowing custom workflows, tracking progress, and ensuring timely task completion. Our reviewers in business management software rated this feature as highly important.

10 Best Business Management Software with Workflow Management

Product
User rating
Starting price
Jira logo
4.4
(15.2K)
7.91
per user/per month
visit website
Wrike logo
4.4
(2.8K)
10
per user/per month
visit website
Smartsheet logo
4.5
(3.4K)
12
per user/per month
visit website
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
visit website
Asana logo
4.5
(13.5K)
10.99
per user/per month
visit website
monday.com logo
4.6
(5.6K)
9
per user/per month
visit website
ClickUp logo
4.6
(4.5K)
10
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
Houzz Pro logo
4.3
(1K)
399
flat rate/per month

See other top Business Management products with workflow management

How we picked the 10 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Business Management software category. They also needed to have sufficient reviews about workflow management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for workflow management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 10 best products

Jira logo

Jira

Reviews Sentiment
 
 
 
1-2(214)
3-4(6,614)
5(8,451)
Key Features
Client Management
Task Management4.6

User insights about the workflow management feature

Reviewers praise Jira's workflow management for its flexibility, customization, and automation capabilities. They find it useful for tracking task progress, managing team workloads, and integrating with tools like GitHub. Users appreciate the visual representation of workflows and the ability to tailor them to specific project needs, though some find the setup process complex.
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“Jira allows our team to create customized and also default workflows to meet our team and project requirements. This helped us to meet our project milestones or schedule. ”
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Anjum J.

QA Architect

“It provides a very comprehensive workflow management process which can be tailored to project and organizational need. A level of governance can be bought in using standard workflows which can be driven by Project management office within an organization.”
SS

Satyajit S.

Project Manager

Starting price
7.91per user /
per month
visit website
Pros and Cons based on 15,279 verified reviews
Verified reviewer profile picture

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Wrike logo

Wrike

Reviews Sentiment
 
 
 
1-2(95)
3-4(1,283)
5(1,497)
Key Features
Client Management5.0
Task Management4.6

User insights about the workflow management feature

Reviewers value Wrike's workflow management for its customization, task automation, and collaboration features. They find it helpful for managing project workflows, tracking progress, and ensuring team synchronization. Users appreciate the visual representation of tasks and the ability to tailor workflows to specific needs, though some note the reliance on manual input and the need for better implementation guidance.
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“Users of Wrike can design unique workflows that correspond to their unique business procedures. They can automate repetitive operations as a result, increasing productivity.”
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chandrani r.

Administrator

“The flexibility of multiple custom workflows is what makes Wrike work well for us, above other products. Our ability to make workflows and statuses match those of our department, and multiple functions within our department is vital to our department. ”
CD

Cassie D.

Marketing Project Manager

Starting price
10per user /
per month
visit website
Pros and Cons based on 2,875 verified reviews
Verified reviewer profile picture

Enhanced team productivity

Flexible workflow customization

Customizable dashboards

Effective gantt charts

Comprehensive project tracking

Prohibitive pricing concerns

Frequent bugs and updates

Restrictive user access

Overwhelming email notifications

Unresponsive customer support

See pros and cons details
Smartsheet logo

Smartsheet

Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,039)
Key Features
Client Management4.3
Task Management4.5

User insights about the workflow management feature

Reviewers appreciate Smartsheet's workflow management for its customization, automation, and integration capabilities. They find it helpful for organizing tasks, tracking progress, and ensuring team collaboration. Users value the visual setup, automated reminders, and the ability to manage large amounts of data, though some suggest improvements in notification features.

See related user reviews

“Workflow management in Smartsheet enhances efficiency by automating repetitive tasks, providing customizable workflows, and integrating with other tools.”
CS

Chitturi S.

IT Compliance Engineer II

“What I like most in workflow management feature in Smartsheet is workflow automation and how I can quickly automate repetitive tasks and processes.”
PT

Princess T.

Freelancer

Starting price
12per user /
per month
visit website
Pros and Cons based on 3,472 verified reviews

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Reviews Sentiment
 
 
 
1-2(430)
3-4(7,980)
5(10,343)
Key Features
Client Management4.5
Task Management4.4

User insights about the workflow management feature

Reviewers highlight Salesforce Sales Cloud's workflow management for its automation, customization, and efficiency in sales processes. They appreciate the ability to streamline tasks, reduce errors, and enhance collaboration. Users find it helpful for tracking sales opportunities, managing tasks, and improving productivity, though some find it complex to set up.
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“Efficient workflow management in Salesforce Sales Cloud streamlines processes, enhances collaboration, and ensures tasks are completed promptly. It boosts team productivity and improves customer satisfaction, making sales processes smoother and more ”
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Noer I.

UI UX Designer

“Workflow Management is important in Salesforce Sales Cloud. It automates and streamlines sales processes, reducing manual tasks and errors. This improves efficiency, ensures consistency, and helps sales teams focus on selling, ultimately leading to increased productivity and revenue.”
NA

Naveed A.

Site engineer

Starting price
25per user /
per month
visit website
Pros and Cons based on 18,753 verified reviews
Verified reviewer profile picture

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Asana logo

Asana

Reviews Sentiment
 
 
 
1-2(230)
3-4(5,258)
5(8,040)
Key Features
Client Management4.3
Task Management4.7

User insights about the workflow management feature

Reviewers highlight Asana's workflow management for its ease of use, customization, and visual tracking capabilities. They appreciate the ability to automate tasks, set dependencies, and integrate with third-party tools. Users find it helpful for managing complex projects, tracking progress, and ensuring team collaboration, though some note that premium features are not accessible on lower levels.
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“Workflow Management make you customize Asana to match your workflow and add structure to any project. Just view your tasks in Board, Timeline, Calendar or list view which makes it simple for easy workflow.”
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Abraham K.

Graphic Designer

“Asana's workflow management has enhanced our productivity by ensuring tasks move smoothly from start to finish, making it a valuable tool for any team aiming to optimize their workflows.”
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NENA C.

Teacher

Starting price
10.99per user /
per month
visit website
Pros and Cons based on 13,528 verified reviews
Verified reviewer profile picture
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Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
monday.com logo

monday.com

Reviews Sentiment
 
 
 
1-2(70)
3-4(1,925)
5(3,699)
Key Features
Client Management4.4
Task Management4.6

User insights about the workflow management feature

Reviewers indicate that monday.com's workflow management enhances team productivity through customizable workflows, automation, and visual tracking. They value the integration with tools like Google Drive and the ability to streamline processes, assign tasks, and track progress. Users appreciate the platform's user-friendliness and efficiency, though some find it overwhelming to view all tasks at once.
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“The automations that come with Monday.com are next level, having the ability to create an entire workflow for our on-boarding and off-boarding process all whilst keeping everything into one platform is fantastic.”
RS

Rian S.

IT Manager

“Monday.com has the most efficient workflows management algorithm for teams, it helps the users to visualize workflows through flexible, customizable tools. Creating a workflow is a simple drag & drop process and users can also edit the existing templates.”
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Shubham V.

Manager

Starting price
9per user /
per month
visit website
Pros and Cons based on 5,694 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,333)
5(3,160)
Key Features
Client Management4.3
Task Management4.6

User insights about the workflow management feature

Reviewers commend ClickUp's workflow management for its flexibility, customization, and efficiency. They appreciate the ability to create detailed workflows, automate tasks, and track progress. Users find it useful for team collaboration, prioritizing tasks, and managing complex projects, though some mention issues with notifications and the learning curve for new users.

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“Workflow management helps us streamline our project management process. For instance, we set up a custom workflow for educational programs starting from ideation to facilitating. Each tasks is clearly defined and assigned to staff with deadlines”
BB

Bridgette B.

Manager of Education

“valuable for streamlining processes, In workflow management, ClickUp allows users to design and automate processes, set dependencies, and monitor progress.”
AL

Alaaeddine L.

Customer services

Starting price
10per user /
per month
Pros and Cons based on 4,543 verified reviews

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(235)
3-4(8,665)
5(14,554)
Key Features
Client Management4.3
Task Management4.6

User insights about the workflow management feature

Reviewers appreciate Trello's workflow management for its visual and flexible Kanban-style boards, which help teams track progress and manage tasks efficiently. They find it easy to customize workflows, move tasks between stages, and integrate with other tools. Users highlight the ability to create templates, automate tasks, and collaborate seamlessly, though some suggest adding more features for better task management.
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“I like its flexibility and adaptability. Also, its customizable stages, task movement, and visual tracking enhance collaboration and efficiency, making it a powerful tool for optimizing productivity and project success.”
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mbuso n.

Designer

“Establishing an effective board structure is crucial for workflow management. Create lists that represent different stages or phases of your workflow, such as "To-Do," "In Progress," "Review," and "Completed." This visual representation helps track progress and ensures a smooth flow of tasks.”
MD

Matt D.

Software Developer

Starting price
5per user /
per month
Pros and Cons based on 23,454 verified reviews
Verified reviewer profile picture

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(128)
3-4(2,640)
5(3,033)
Key Features
Client Management
Task Management4.5

User insights about the workflow management feature

Reviewers value Dynamics 365's workflow management for its automation, task delegation, and real-time insights. They find it enhances efficiency, collaboration, and consistency across business processes. Users appreciate the integration with other Microsoft tools and the ability to customize workflows, though some mention the non-friendly UI and the need for better documentation.

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“A workflow in Dynamics 365 is a powerful tool for automating business processes and managing data. It can streamline simple tasks or orchestrate complex business logic, eliminating manual intervention and reducing errors. Best of all, you don't need”
ST

Simon T.

Cleint Development Manager

“The reason why Workflow Management is important in Dynamics 365 is that, in short, we can automatically define and distribute tasks according to specific rules, and users are notified of the specific tasks they must complete. This improves coordination and enhances collaboration among team members.”
ME

Mouhssine E.

Reviews section

Starting price
50per user /
per month
Pros and Cons based on 5,801 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
Houzz Pro logo
Reviews Sentiment
 
 
 
1-2(82)
3-4(357)
5(643)
Key Features
Client Management4.3
Task Management4.0

User insights about the workflow management feature

Reviewers find Houzz Pro's workflow management helpful for tracking project progress and staying organized. They appreciate the ease of creating workflows, managing tasks, and using features like selection boards and document uploads. Users highlight the importance of workflow management for team collaboration, though some suggest improvements in automation and better templates.

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“The new Selection boards are very helpful during the curation process, then the selected items can be invoiced quickly and accurately thereafter. ”
KH

Kathleen H.

Interior Designer

“Helps me keep track of how each job / project is progressing.”
BM

Brad M.

Owner - Operator

Starting price
399flat rate /
per month
Pros and Cons based on 1,082 verified reviews

Enhanced professional image

Support for business expansion

Efficient mood board creation

Streamlined client management

Comprehensive room design tools

Difficult subscription cancellation

High cost and poor value

Ineffective communication channels

High cost concerns

Questionable sales practices

See pros and cons details

Other Top Rated Business Management Software with Workflow Management in 2026

NetSuite logo

NetSuite

AI-powered cloud-based business management suite

visit website
With flexible reporting, dashboards and business intelligence tools that provide real-time visibility, NetSuite’s business management solution helps organizations control costs, eliminate inefficiency and improve financial performance with one fully integrated AI system.

Read more about NetSuite

Users also considered
Acumatica Cloud ERP logo

Acumatica Cloud ERP

Cloud-based enterprise resource planning software

visit website
Acumatica Cloud ERP streamlines business operations with tools for Access Controls, Billing, Calendar & Task Management, and Scheduling. It enhances Client and Project Management, automates workflows, and delivers insights with advanced Reporting & Statistics.

Read more about Acumatica Cloud ERP

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Everything you need to manage your business: proposals, contracts, payments, and more.

Start a 7 day free trial today.

Read more about HoneyBook

Users also considered
Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Read more about Asana

Users also considered
monday.com logo
Category Leaders

Project management software

monday.com is a Business Management software to manage all parts of your business. Create structures to plan your team workload, manage your projects, clients, and much more. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
Dynamics 365 logo
Category Leaders

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Confluence logo

Remote team collaboration and knowledge workspace

Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

Read more about Confluence

Users also considered
Smartsheet logo
Category Leaders

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Buildertrend logo

Residential construction project management software

Buildertrend is a residential construction project management software designed to help home builders, remodelers and specialty contractors manage jobs, sales, finances, materials, client relationships and more on one convenient platform. The software offers a range of features, such as scheduling, financial management, communication tools, and more.

Read more about Buildertrend

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Generate and showcase impressive results with trusted business management from Wrike. Plan projects, organize information, track tasks, and check teams' progress with powerful reports. Plus, customize to suit your needs. Perfect for teams of 20+.

Read more about Wrike

Users also considered
Jobber logo

Tool that manages quotes, schedules, invoices and tasks

Jobber helps home service businesses manage everything from scheduling to invoicing in one place. With AI-powered insights from Jobber Copilot, you’ll save time and get paid faster while providing 5-star service. Join 250K+ pros and see how Jobber simplifies business management.

Read more about Jobber

Users also considered
SuiteDash logo
Category Leaders

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
Abby logo

Billing and invoicing platform

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

Read more about Abby

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BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

Smart Business Management for Professional Services Firms. BQE Core automates the mundane, repetitive business tasks to get more done with the same resources.

Read more about BQE CORE Suite

Users also considered
Houzz Pro logo

Business solution for construction and design industries

All-in-one solution for construction & design with AI tools to win projects, manage clients & teams, and run an efficient business.

Read more about Houzz Pro

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management tool for law firms.

PracticePanther Legal Software is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

Read more about PracticePanther Legal Software

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Odoo logo

All-in-one open-source business software

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.

Read more about Odoo

Users also considered
DesignFiles logo

Project management software for interior designers

DesignFiles helps businesses manage interior designing projects, generate quotes, promote products, process online payments, and more. Users can create custom 2D and 3D design boards, upload custom products or add from the built-in library, and include video tutorials to engage with clients.

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Avaza logo
Category Leaders

All-in-one, client-focused project management for teams.

Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

Read more about Avaza

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Agiled logo

Software for managing business operations

Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

Read more about Agiled

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Bitrix24 logo

All in one business management workspace

Software suite with over 30 tools: CRM, email marketing, call center, etc. Manage your business interactions, create reports and carry out analysis.

Read more about Bitrix24

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Key features for Business Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Client Management: Users value centralized data, personalized interactions, and communication tracking. It enhances customer relationships, boosts sales efficiency, and provides comprehensive client insights. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers appreciate the ability to create, assign, and track tasks. It improves organization, prioritizes assignments, and enhances team productivity and collaboration. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize granular control over user permissions, ensuring data security and compliance. It allows role-based access and maintains data integrity. 91% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users find automated processes, customizable templates, and integration with accounting tools beneficial. It ensures accuracy, improves cash flow, and saves time. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers highlight the convenience of accessing and managing tasks on the go. It supports real-time updates, enhances collaboration, and ensures productivity outside the office. 89% of reviewers rated this feature as important or highly important.