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Top Rated Business Process Management Software with Customizable Templates in 2026

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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: March 2026

Customizable templates in business process management software streamline project setup, save time, and ensure consistency. They adapt to unique project requirements, reduce errors, and support efficient information collection and task creation. Our reviewers in business process management software rated this feature as important.

7 Best Business Process Management Software with Customizable Templates

Product
User rating
Starting price
Lucidchart logo
4.6
(2.2K)
9
flat rate/per month
visit website
Asana logo
4.5
(13.5K)
10.99
per user/per month
visit website
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Visio logo
4.5
(3.2K)
5
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month
Miro logo
4.7
(1.6K)
10
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month

See other top Business Process Management products with customizable templates

How we picked the 7 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 Process Management software category. They also needed to have sufficient reviews about customizable templates, 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 customizable templates, 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 7 best products

Lucidchart logo

Lucidchart

Reviews Sentiment
 
 
 
1-2(24)
3-4(838)
5(1,384)
Key Features
Workflow Management4.6
Task Management

User insights about the customizable templates feature

Reviewers indicate that Lucidchart's customizable templates are essential for creating tailored charts and diagrams. They appreciate the extensive library of assets and the ability to modify templates to fit specific needs. Users find the templates helpful for brainstorming and presentations, though some mention that discovering and manipulating templates can be challenging.
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“Customizable templates are beyond important with an app such as Lucidchart because the apps main purpose is to make charts, templates, graphs, & etc. & having the ability to customize these charts is a very beneficial tool in making them. ”
KM

Karen M.

Captioning Agent

“The templates that are by default in the system can be modified and saved in your special library when you need them.”
Verified reviewer profile picture

Ivan A.

Design Engineer

Starting price
9flat rate /
per month
visit website
Pros and Cons based on 2,246 verified reviews
Verified reviewer profile picture

Efficient workflow design

Versatile flow diagramming

Real-time team collaboration

Comprehensive project management

Intuitive flowchart creation

Slow performance speed

Inconsistent issue management

Challenging line connections

Expensive and restrictive plans

Limited file management

See pros and cons details
Asana logo

Asana

Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,049)
Key Features
Workflow Management4.5
Task Management4.7

User insights about the customizable templates feature

Reviewers appreciate Asana's customizable templates for their ability to save time and improve project management. They highlight the ease of creating and adjusting templates to fit specific project needs. Users find the templates helpful for maintaining consistency and standardizing workflows, though some wish for more flexibility in layout customization.

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“It is really helpful to be able to create standardised templates for various users to copy and create their own projects. This allows for a uniform approach to projects making it easier to understand each project easily. ”
VS

Vaughn S.

Operations Support Administrator

“You can create custom templates for your most common projects, including tasks and small tasks, responsible parties, deadlines, custom fields and dependencies. Customize the templates to suit the specific needs of each project.”
HP

Hector P.

System Engineer

Starting price
10.99per user /
per month
visit website
Pros and Cons based on 13,543 verified reviews

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
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Workflow Management4.5
Task Management4.5

User insights about the customizable templates feature

Users find Smartsheet's customizable templates valuable for standardizing and individualizing projects. They appreciate the ease of tweaking templates to fit specific use cases and the time-saving benefits. Reviewers note that while customization is helpful, the tools can have a steep learning curve. They value the templates for simplifying project setup and maintaining consistency.

See related user reviews

“We have multiple clients with a wide variation of needs. Have different template styles for different project types is very helpful and saves a tremendous amount of time when a new project is added. ”
DW

Derek W.

Project Manager

“The customizable templates help because many times I just need a framework to build on vs starting from scratch or being forced into a template that doesnt fit my industry”
OK

Omar K.

Head of Growth

Starting price
12per user /
per month
Pros and Cons based on 3,479 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
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Workflow Management4.6
Task Management4.4

User insights about the customizable templates feature

Users report that Visio's customizable templates significantly speed up the creation of flowcharts and diagrams. They appreciate the ease of customizing templates to meet specific needs, including the ability to import external templates and shapes. Reviewers highlight the templates' flexibility and the time-saving benefits for repetitive tasks.
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“Flexible ability to customise templates is useful as there are a lot of standard industry templates and shapes available. Also its easy to import external templates and shapes as well. Small effort up front to customize your menu can save a lot of time later.”
Verified reviewer profile picture

Tony D.

Director of Telecoms & Technolology Project Mgt

“Being able to customize templates to tailor it to my companies needs makes it very easy to produce consistent, repeatable charts.”
JS

John S.

Manager

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews
Verified reviewer profile picture

Efficient flowchart creation

Streamlined workflow design

Professional presentation creation

Versatile diagramming capabilities

Detailed visualizations

High licensing costs

Challenging connector management

Version compatibility issues

Frequent crashes and bugs

Limited document management

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Workflow Management4.4
Task Management4.6

User insights about the customizable templates feature

Reviewers feel that ClickUp's customizable templates enhance productivity and consistency across tasks and projects. They appreciate the ability to create and modify templates for various purposes, including tasks, workflows, and automations. Users find the customization options extensive, allowing them to tailor templates to specific project needs and improve efficiency.
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“With ClickUp, you can choose from a variety of templates or create your own to match your team's specific needs. You can also customize the fields, colors, and labels to make your workflows and organization as efficient as possible. ”
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shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“Customizable templates in ClickUp allow teams to streamline repetitive processes and save time. This feature ensures consistency across tasks and projects while enabling users to tailor workflows to specific needs.”
DS

Dolendra S.

Developer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

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
Miro logo
Reviews Sentiment
 
 
 
1-2(5)
3-4(456)
5(1,219)
Key Features
Workflow Management4.6
Task Management4.3

User insights about the customizable templates feature

Reviewers indicate that Miro's customizable templates offer extensive flexibility and creativity, allowing users to adapt templates to their unique project needs. They find the wide variety of templates helpful for saving time and providing inspiration. Users appreciate the ability to modify and save templates, making project setup faster and more efficient.

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“There's a whole slew of templates you can use, and insert on existing boards. I've come to appreciate that more and more. Searching for a template that fits my kind of thinking, or guides me into working on the issue. Really like this part. Every template is based on standard components , so you can tweak it at will, and save of your own as templates as well. ”
RB

Remco B.

CTO

“I can save time by using a template. The options gives me new ideas on what kind of template I need. sometimes I pick a template and customise it based on my needs.”
AS

ALEV S.

Researcher

Starting price
10per user /
per month
Pros and Cons based on 1,680 verified reviews

Efficient workshop presentations

Seamless remote collaboration

Effective idea brainstorming

Versatile flowchart creation

Robust collaborative sharing

Resource-intensive performance

Clunky zoom functionality

Limited file export options

High costs and limitations

Confusing navigation experience

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Workflow Management4.5
Task Management4.6

User insights about the customizable templates feature

Users report that Trello's customizable templates offer flexibility and creativity, allowing them to tailor boards to their specific needs. They appreciate the variety of templates available and the ease of customization. Reviewers find the templates helpful for organizing tasks and projects, though some note that the customization process could be more intuitive.

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“Trello makes task management easy by allowing users to create personalized templates with customized options to arrange the cards/tasks the way you want and assign them to different team members. ”
CL

Catherine L.

Administrative & Projects Officer

“It allows the user to customize their boards freely, even in the free account version it allows for a good amount of customization.”
RP

Rodrigo P.

student

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews

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

Other Top Rated Business Process Management Software with Customizable Templates in 2026

Mitratech DataStoreDSX logo

Mitratech DataStoreDSX

Data management software

visit website
Mitratech DataStoreDSX is a data management software designed to help businesses securely capture and manage enterprise content. The platform enables managers to apply various ranges and parameters and gain insights into vast data.

Read more about Mitratech DataStoreDSX

Users also considered
Process Street logo

Process Street

Category Leaders

AI-enabled compliance operations platform.

visit website
Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
Lucidchart logo

Lucidchart

Visual diagramming tool for team collaboration

visit website
Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

Read more about Lucidchart

Users also considered
Confluence logo

Confluence

Remote team collaboration and knowledge workspace

visit website
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
BIC Platform logo

BIC Platform

AI-enabled business process management platform

visit website
BIC Platform, an AI-enabled software for BPM, EAM & GRC is an all-in-one platform that supercharges business and IT operations with AI-powered process improvement, IT management, and governance, risk and compliance capabilities. The platform offers intuitive BPM, intelligent EAM, no-code/low-code automation, advanced process mining, and comprehensive GRC solutions to help organizations streamline their business operations.

Read more about BIC Platform

Users also considered
Ninety logo

Ninety

The EOS® Software that people Know, Love and Trust.

visit website
Ninety is a cloud-based business operating system that makes it easier for small and midsized organizations to build great companies. It brings the core tools of EOS® into one simple, connected platform so leadership teams can align on vision, run better meetings, and hold each other accountable.

Read more about Ninety

Users also considered
TeamTracks logo

TeamTracks

Cloud-based support operations tool for manufacturers

visit website
TeamTracks is a cloud-based support ops tool that helps businesses streamline team’s operations. With the process automation feature, users can define organizational processes in one central location to streamline support communication with customers, partners, and suppliers.

Read more about TeamTracks

Users also considered
FullyInControl logo

FullyInControl

(0)

GRC, risk, quality, and compliance management software

visit website
FullyInControl is a Business Process Management tool that helps organizations to make an inventory of the risks that can cause problems within the processes. Then you determine the probability and impact of the risks. And if not acceptable, determine and implement necessary measures.

Read more about FullyInControl

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
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a business process management tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

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

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
Visio logo

Diagramming, process modeling & data visualization

Microsoft Visio is a cloud-based flowchart and diagram creation tool, designed to aid collaboration and connect real-time data with business workflows. The platform enables communication of complex information through data-linked diagrams, flowcharts, org charts, floor plans, and more.

Read more about Visio

Users also considered
Smartsheet logo

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
Miro logo

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100 million users worldwide. Easily collaborate, ideate and centralize communication, propel your plans from strategy through execution. Run planning sessions, build visual presentations, manage and track progress collaboratively.

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Wrike’s business process management software helps teams do the following: standardize intake using custom request forms, monitor progress with Kanban boards and Gantt charts, accelerate workflows with automation, and optimize processes with reports.

Read more about Wrike

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

Mobile-first, AI-powered business process management software designed to streamline maintenance work completion and reduce MTTR.

Read more about MaintainX

Users also considered
Figma logo

Collaborative platform for UI designing and prototyping

Figma is a cloud-based UI designing and prototyping tool, which allows multiple teams to collaborate on creating, testing, and deploying interface or product designs. Features include version history, project management, commenting, user-based permissions, plugin creation, and single sign-on (SSO).

Read more about Figma

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
HoneyBook logo

Client management for freelancers & SMBs

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

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Aha! logo

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. Define business models and set clear goals. Link all work to strategy and establish consistent processes. Capture and report on key metrics and use dashboards to track your KPIs.

Read more about Aha!

Users also considered
UiPath logo
Category Leaders

(RPA) AI-powered hyperautomation Robotic Process Automation

UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

Read more about UiPath

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes is a BPM-ready CRM that automates sales workflows, proposals, and approvals in one cloud platform. Standardize processes, cut manual work, and gain real-time visibility with dashboards and ERP/email integrations—helping teams move deals forward faste

Read more about Ploomes CRM

Users also considered
Trainual logo
Category Leaders

Onboarding and training software

Document and train on every process, policy, and procedure for every role with one easy app—Meet Trainual.

Read more about Trainual

Users also considered
BigTime logo

AI-powered scoping, project, time, and billing software

BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

Read more about BigTime

Users also considered

Key features for Business Process Management software

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

  • Workflow Management: Reviewers highlight the automation of repetitive tasks, tracking progress, and visualizing workflows to enhance efficiency and productivity. 92% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate the ability to create, assign, and track tasks, set deadlines, and generate reminders, ensuring organized and efficient project execution. 88% of reviewers rated this feature as important or highly important.
  • Process Modeling & Designing: Reviewers value the intuitive tools for creating and visualizing process models, identifying inefficiencies, and enhancing collaboration among stakeholders. 88% of reviewers rated this feature as important or highly important.
  • Business Process Automation: Users emphasize the reduction of manual tasks, prevention of errors, and improved productivity through automated workflows and comprehensive app integrations. 87% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the importance of granular access controls for ensuring data security, compliance, and proper management of user permissions. 87% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Users appreciate the extensive range of app integrations, enhancing functionality, streamlining workflows, and enabling customized solutions for specific business needs. 86% of reviewers rated this feature as important or highly important.