Business automation tools are transforming how companies operate, eliminating repetitive tasks and freeing up valuable time for strategic work.
According to insights by McKinsey & Company, businesses that adopt automation experience a 30% increase in productivity and a 25–30% reduction in operational costs. From marketing and sales to finance and HR, the right tools can help you work smarter.
In this guide, we will explore the 20 best business automation tools that can streamline your workflows and significantly reduce manual work.
See also: How To Automate Your Business Communication And Free Up Time
Key Takeaways
- Business automation is essential for reducing inefficiencies, boosting productivity, and staying competitive in today’s digital economy.
- Top automation tools help streamline repetitive tasks, enhance accuracy, and free up time for strategic growth.
- Choosing the right tool depends on your industry, company size, and specific operational requirements.
- Successful automation requires proper integration, team training, and continuous optimisation to deliver maximum value.
How to Choose the Right Business Automation Tool
Before investing in a business automation tool, it is important to evaluate your unique needs and ensure the solution aligns with your goals.
The right tool should not only reduce manual work but also integrate seamlessly into your existing processes without causing disruption. Below are key factors to consider:
| Factor | What It Means | Why It Matters |
|---|---|---|
| Assess Your Business Needs | Identify areas where automation will have the most impact, such as marketing, sales, or finance. | Helps prioritise tools that solve your biggest challenges and avoid unnecessary features. |
| Check Integration Capabilities | Ensure the tool integrates with your current software (CRM, accounting, or HR systems). | Poor integration can lead to data silos and extra work instead of reducing it. |
| Consider Pricing and Scalability | Look for pricing that fits your budget and allows you to scale as your business grows. | Ensures affordability now and flexibility for future expansion without switching platforms. |
| Look for Customer Support and Security | Check the level of support (24/7, live chat) and security features like encryption and compliance. | Strong support helps resolve issues quickly, while robust security protects sensitive business data. |
See also: Best Business Tools And Software For Entrepreneurs
20 Best Business Automation Tools to Reduce Manual Work
Business automation tools have become essential for companies looking to save time, cut costs, and improve efficiency. These tools streamline repetitive tasks, minimise human error, and allow teams to focus on strategic growth.
Below are 20 of the best automation tools for businesses.
1. Asana
Asana is a powerful project management and automation tool that helps teams organise tasks, streamline workflows, and collaborate efficiently.
It automates recurring processes like task assignments, reminders, and approvals, saving time and reducing errors. Ideal for businesses of all sizes, Asana ensures projects stay on track with ease.
Key Features of Asana
| Feature | Description |
|---|---|
| Task and Project Management | Organise work into tasks and subtasks, assign owners, and set due dates. Choose from list view, Kanban boards, or Gantt-style timelines for better visibility. |
| Automation Rules | Build custom automation rules for repetitive actions like assigning tasks, updating statuses, or sending reminders, reducing manual oversight. |
| Workflow Builder | Drag-and-drop workflow builder to customise project processes across different departments such as marketing, HR, and finance. |
| Integrations | Connect seamlessly with over 200 apps, including Slack, Zoom, Google Drive, Dropbox, Salesforce, and Microsoft Teams, for an interconnected workflow. |
| Reporting and Analytics | Access real-time dashboards, custom reports, and workload views to track progress and identify bottlenecks before they impact timelines. |
| Portfolio and Goal Tracking | Monitor multiple projects under a single portfolio and align them with company objectives to maintain strategic focus. |
| Mobile App | Full-featured mobile app for iOS and Android allows team members to collaborate on the go without missing critical updates. |
Asana Pricing
| Plan | Price |
| Personal | $0/month |
| Starter | $10.99/month |
| Advanced | $24.99/month |
| Enterprise | Custom price |
Pros and Cons of Asana
| Pros | Cons |
|---|---|
| Intuitive design and multiple views (list, board, timeline) make it easy for teams to adopt quickly. | Many automation and reporting features are locked behind premium tiers. |
| Custom automation rules save hours of repetitive work, boosting efficiency. | The extensive features can feel complex for beginners without proper onboarding. |
| Over 200 third-party integrations make it ideal for teams using diverse tools. | Costs can rise significantly for larger teams requiring advanced features. |
| Aligns projects with company objectives for better strategic planning. | Requires third-party tools for time management. |
2. ActiveCampaign
ActiveCampaign is a leading marketing automation and CRM platform designed to help businesses create personalised customer experiences.
It goes beyond simple email marketing by offering advanced automation for lead nurturing, sales pipelines, and customer engagement.
With features like behaviour-based segmentation and predictive sending, ActiveCampaign ensures businesses maximise every customer interaction.
Key Features of ActiveCampaign
| Feature | Description |
|---|---|
| Email Marketing Automation | Build and automate personalised email campaigns using drag-and-drop builders and pre-built templates. |
| CRM with Sales Automation | Integrated CRM allows teams to manage deals, track customer interactions, and automate follow-ups based on behaviour and engagement. |
| Advanced Segmentation | Segment contacts by behaviour, demographics, or custom fields for targeted messaging that drives higher conversions. |
| Automation Builder | Visual workflow builder to create complex automation sequences for lead scoring, onboarding, and re-engagement campaigns. |
| Predictive Sending | AI-powered feature predicts the best time to send emails for optimal open rates and engagement. |
| Multi-Channel Marketing | Manage email, SMS, social media ads, and site messaging all from a single platform. |
| Reporting and Analytics | Get detailed campaign insights, including open rates, click-through rates, and conversion metrics. |
| E-commerce Integration | Sync with Shopify, WooCommerce, and BigCommerce to automate abandoned cart emails and customer lifecycle campaigns. |
ActiveCampaign Pricing
| Plan | Price |
| Lite | $15/month |
| Plus | $49/month |
| Professional | $79/month |
| Enterprise | $145/month |
Pros and Cons of ActiveCampaign
| Pros | Cons |
|---|---|
| Handles advanced workflows for marketing, sales, and customer retention. | Advanced features require time and training for new users. |
| Behaviour-based segmentation and dynamic content for targeted campaigns. | Only a short trial is available, and pricing can be high for small businesses. |
| Works with 870+ tools, including Shopify, Salesforce, and WordPress. | While functional, it is not as intuitive as some competitors. |
| Offers live chat, onboarding support, and a comprehensive knowledge base. | Small businesses looking for basic email campaigns may find it excessive. |
3. ClickUp
ClickUp is an all-in-one productivity and business automation tool that combines project management, document collaboration, time tracking, and goal-setting into a single platform.
It is designed for businesses that want to replace multiple tools with one unified solution. With powerful automation features and endless customisation options, ClickUp helps teams manage workflows efficiently while reducing manual effort.
Key Features of ClickUp
| Feature | Description |
|---|---|
| Task and Project Management | Create tasks, subtasks, and checklists; view them in list, board, calendar, or Gantt chart layouts for better planning. |
| Automation | Pre-built and custom automation for repetitive actions like task assignment, status updates, and due date changes. |
| Docs and Knowledge Base | Create, share, and collaborate on documents directly within the platform, eliminating the need for separate tools like Google Docs. |
| Goal and OKR Tracking | Set goals and key results to align tasks with company objectives and monitor progress in real time. |
| Time Tracking | Built-in time tracking to log work hours without third-party integrations. |
| Reporting and Dashboards | Advanced dashboards and real-time reporting for project health, productivity trends, and workload management. |
| Integrations | Connect with 1,000+ tools, including Slack, Zoom, Google Drive, Dropbox, and Zapier for a seamless ecosystem. |
| Mobile App | Fully functional iOS and Android apps keep teams connected on the go. |
ClickUp Pricing
| Plan | Price |
| Free | $0/month |
| Unlimited | $10/month |
| Business | $19/user/month |
| Enterprise | Custom |
Pros and Cons of ClickUp
| Pros | Cons |
|---|---|
| Combines task management, docs, goals, and time tracking in one tool. | The abundance of features can be overwhelming for new users. |
| Dashboards, workflows, and automation rules can be tailored to any team. | It can slow down with heavy usage or when managing very large projects. |
| Includes many features that competitors lock behind paywalls. | Some advanced features are less intuitive on mobile devices. |
| Eliminates repetitive manual work for improved efficiency. | Over-customisation can complicate workflows if not managed properly. |
4. Make
Make is a powerful workflow automation platform designed to connect apps and services, allowing businesses to automate complex processes without writing code.
Known for its visual interface, Make lets you build multi-step workflows called scenarios that handle everything from data transfer to advanced business logic, making it an excellent choice for businesses looking to eliminate repetitive manual tasks.
Key Features of Make
| Feature | Description |
|---|---|
| Visual Workflow Builder | Drag-and-drop interface for designing automation scenarios without coding. |
| Multi-App Integration | Connects 1,000+ apps like Google Workspace, Slack, Airtable, Shopify, and more to automate workflows across platforms. |
| Advanced Logic & Filters | Add conditional logic, filters, and branching for highly customised automations. |
| Data Transformation Tools | Automatically formats, structures, and manipulates data as it moves between apps. |
| Error Handling | Robust error handling with notifications to prevent workflow breakdowns. |
| Real-Time and Scheduled Triggers | Automate processes instantly or set them to run on specific schedules, giving flexibility to manage time-sensitive tasks. |
| API and Webhooks | Easily connect custom apps and build unique integrations for advanced use cases. |
| Scenario Templates | Pre-built templates for common automations, reducing setup time and complexity. |
Make Pricing
| Plan | Price |
| Free | $0/month |
| Core | $9/month |
| Pro | $16/month |
| Teams | $29/month |
| Enterprise | Custom |
Pros and Cons of Make
| Pros | Cons |
|---|---|
| Advanced logic and filters enable tailored workflows for unique business needs. | Complex scenarios can be challenging for beginners. |
| Competitive pricing compared to some alternatives like Zapier. | Limited options for managing workflows on mobile. |
| Handles complex multi-step automations effortlessly. | Full potential requires technical understanding. |
| Works with popular apps and supports API connections for custom solutions. | The visual editor may feel overwhelming for very large workflows. |
5. Salesforce
Salesforce is one of the most powerful CRM and business automation tools globally, designed to streamline sales, marketing, and customer service processes.
It enables businesses to automate workflows, manage leads, personalise customer experiences, and integrate data across departments.
With AI-powered insights and customisable dashboards, Salesforce helps organisations boost efficiency, close deals faster, and scale operations.
Key Features of Salesforce
| Feature | Description |
|---|---|
| Sales Cloud CRM | Comprehensive CRM to manage customer relationships, track sales activities, and automate lead-to-deal workflows. |
| Marketing Automation | Build automated marketing campaigns across email, social, and advertising platforms with advanced targeting and analytics. |
| AI-Powered Insights (Einstein AI) | Predictive analytics and AI-driven recommendations for better decision-making and improved customer engagement. |
| Workflow Automation | Automate repetitive tasks like lead assignment, approvals, and notifications to reduce manual work. |
| Customisable Dashboards & Reporting | Visualise key metrics, track team performance, and generate actionable reports in real time. |
| Integration Ecosystem | Connect with thousands of third-party apps via AppExchange or custom APIs for seamless business workflows. |
| Mobile CRM App | Full-featured mobile application for managing sales, service, and marketing on the go. |
| Data Security & Compliance | Enterprise-level security, encryption, and compliance with GDPR, HIPAA, and other global standards. |
Salesforce Pricing
| Plan | Price |
| Starter | $25:month |
| Professional | $80/month |
| Unlimited | $330/month |
Pros and Cons of Salesforce
| Pros | Cons |
|---|---|
| Robust features for sales, marketing, and customer service management. | Premium pricing makes it less suitable for small businesses on a tight budget. |
| Flexible dashboards and workflows tailored to any business model. | Requires significant onboarding and training to leverage fully. |
| Automates complex processes across multiple departments. | Advanced features often need professional implementation. |
| Predictive analytics for smarter, data-backed decisions. | Many advanced features and integrations come with extra charges. |
6. Zapier
Zapier is one of the most popular business automation tools, designed to connect thousands of apps and automate repetitive workflows without any coding.
It allows businesses to create “Zaps”, automated workflows that perform actions across multiple apps when specific triggers occur.
Zapier is ideal for startups and growing businesses looking for simple, scalable automation solutions that integrate with their existing software stack.
Key Features of Zapier
| Feature | Description |
|---|---|
| App Integration | Connects over 6,000 apps, including Google Workspace, Slack, Shopify, Trello, and HubSpot, for seamless data flow. |
| Multi-Step Zaps | Automate complex workflows by chaining multiple actions together based on a single trigger. |
| Conditional Logic (Paths) | Add “if or then” conditions to workflows for advanced automation scenarios. |
| Instant Triggers | Real-time automation for critical processes such as lead capture or order confirmations. |
| Data Transformation Tools | Format text, numbers, and dates automatically during data transfers between apps. |
| Templates Library | Access thousands of pre-built Zaps for common use cases to save setup time. |
| Webhooks & API Integrations | Advanced users can connect custom apps and handle unique business processes through webhooks and API calls. |
| Error Handling & Alerts | Receive notifications when workflows fail to ensure business continuity. |
Zapier Pricing
| Plan | Price |
| Free | $0/month |
| Team | $69/month |
| Professional | $19.99/month |
| Enterprise | Custom |
Pros and Cons of Zapier
| Pros | Cons |
|---|---|
| Connects thousands of apps, covering almost every business function. | Advanced workflows and higher task limits cost significantly. |
| Simple, no-code setup ideal for beginners. | Complex automations require premium tiers. |
| Handles both simple and complex workflows efficiently. | Best suited for task-based automation rather than full-scale integration. |
| Speeds up setup for common workflows. | Priority support reserved for higher plans. |
7. HubSpot
HubSpot is an all-in-one CRM and marketing automation tool that helps businesses manage customer relationships, automate marketing campaigns, and streamline sales pipelines.
It combines powerful automation features with an easy-to-use interface, making it suitable for businesses looking to improve lead nurturing, sales efficiency, and overall customer experience.
HubSpot’s modular system offers Marketing, Sales, Service, and Operations Hubs, which can work together or independently.
Key Features of HubSpot
| Feature | Description |
|---|---|
| CRM Platform | Free CRM to manage customer data, track interactions, and monitor deal stages across the entire sales funnel. |
| Marketing Automation | Automate email campaigns, social media scheduling, and lead nurturing with behaviour-based triggers. |
| Sales Automation | Tools for automated email sequences, task reminders, and pipeline management to accelerate sales cycles. |
| Customer Service Tools | Includes ticketing system, knowledge base, and live chat automation for better support experiences. |
| Content Management System (CMS) | Build and manage websites, landing pages, and blogs integrated with marketing automation and analytics. |
| Lead Scoring & Segmentation | AI-driven scoring helps identify high-value prospects for prioritised engagement. |
| Reporting & Dashboards | Real-time analytics on marketing performance, sales activities, and customer engagement across all hubs. |
| Integrations | Connect with 1,000+ apps, including Slack, Zapier, Shopify, and Salesforce for extended functionality. |
HubSpot Pricing
| Plan | Price |
| Free | $0/month |
| Starter | $9/month |
| Professional | $800/month |
| Enterprise | $3,600/month |
Pros and Cons of HubSpot
| Pros | Cons |
|---|---|
| Covers marketing, sales, and customer service in one solution. | Advanced tools require paid plans, which can be costly. |
| Full-featured CRM available at no cost, ideal for small businesses. | May require onboarding support for customisation. |
| Behaviour-based workflows for personalised campaigns. | Pricing rises significantly as your team size and contact list grow. |
| Detailed dashboards for performance tracking. | Beginners need time to master multiple tools and dashboards. |
8. Trello with Butler
Trello is a visual project management tool built around Kanban boards, making it easy to manage tasks and workflows.
When combined with Butler, its built-in automation feature, Trello becomes a powerful automation tool for organising projects without manual effort.
Butler enables teams to automate repetitive tasks such as assigning members, moving cards, and setting due dates, helping businesses save time and maintain consistency in processes.
Key Features of Trello with Butler
| Feature | Description |
|---|---|
| Visual Task Management | Organise projects using boards, lists, and cards for an intuitive overview of tasks and workflows. |
| Butler Automation | Create rule-based automation for actions like moving cards, assigning members, and sending notifications without coding. |
| Calendar & Timeline Views | Switch between Kanban boards, calendar, and Gantt-style timelines to manage deadlines effectively. |
| Custom Buttons and Commands | Set up custom buttons for quick task automation, such as “Mark Complete” or “Move to Done.” |
| Power-Ups (Integrations) | Integrate with apps like Google Drive, Slack, Dropbox, and Jira to centralise workflow management. |
| Collaboration Tools | Real-time collaboration with file sharing, comments, and mentions for better communication across teams. |
| Mobile App | Fully functional app for iOS and Android to manage boards and automate tasks on the go. |
Trello Pricing
| Plan | Price |
| Free | $0/month |
| Standard | $5/month |
| Premium | $10/month |
| Enterprise | $17.50/month |
Pros and Cons of Trello with Butler
| Pros | Cons |
|---|---|
| Simple and intuitive design ideal for beginners and small teams. | Requires Power-Ups for advanced functionality beyond basics. |
| Automates repetitive actions without needing coding knowledge. | It can become cluttered for large projects with many cards and lists. |
| Offers a free plan and low-cost paid tiers with generous features. | It lacks advanced analytics compared to tools like Asana or ClickUp. |
| Power-Ups connect Trello to hundreds of tools for enhanced workflows. | Automation actions are capped unless you upgrade to premium. |
9. Pabbly Connect
Pabbly Connect is an affordable workflow automation tool designed to help businesses integrate apps and automate tasks without coding.
Similar to Zapier, it enables users to create multi-step workflows to connect multiple applications, transfer data, and reduce manual processes.
Its competitive pricing and unlimited automation workflows make it a great choice for startups and small businesses.
Key Features of Pabbly Connect
| Feature | Description |
|---|---|
| Unlimited Workflows | Unlike competitors, Pabbly offers unlimited workflows even in its basic plan, making it cost-effective for high-volume automation needs. |
| Multi-Step Automation | Automate complex processes by connecting multiple applications in a single workflow. |
| App Integrations | Integrates with 1,000+ applications, including Gmail, Slack, Shopify, Zoom, and more. |
| Data Formatting | Automatically format text, numbers, and dates during data transfer between apps. |
| Real-Time Workflow Execution | Automations run instantly when triggered, ensuring quick execution of business processes. |
| Webhooks & API Support | Allows developers to create custom integrations with advanced API and webhook functionality. |
| Scheduling & Delay Features | Schedule workflows to run at specific times or set delays between actions for better control. |
| Task History & Error Logs | Provides complete logs of executed tasks and error details for easy troubleshooting. |
Pabbly Connect Pricing
| Plan | Price |
| Free | $0/month |
| Standard | $249/month |
| Pro | $499month |
| Ultimate | $699/month |
Pros and Cons of Pabbly Connect
| Pros | Cons |
|---|---|
| Pabbly Connect offers affordable pricing and unlimited workflows, making it highly cost-effective. | Its app library is smaller than Zapier, though integrations are growing steadily. |
| It has a simple, user-friendly interface, making setup and management easy for beginners. | It provides fewer advanced features for complex workflows compared to some competitors. |
| Real-time workflow execution ensures tasks are completed immediately after being triggered. | The interface lacks the design sophistication of premium tools like Zapier and Make. |
| It supports custom API integrations, allowing flexibility for businesses with specific needs. | Customer support is limited on lower plans, and priority help requires an upgrade. |
| Pricing is ideal for businesses with large automation needs, offering great value for scaling. | It lacks advanced built-in tools for complex data manipulation in highly technical workflows. |
See also: 25 Free Google Tools For Businesses
10. Microsoft Power Automate
Microsoft Power Automate is a robust automation platform that integrates with Microsoft 365 and hundreds of third-party applications. It enables businesses to automate repetitive workflows across email, data entry, file transfers, and approvals without coding.
Power Automate also supports advanced capabilities like robotic process automation (RPA) and AI-driven insights, making it a strong choice for organisations already using Microsoft tools.
Key Features of Power Automate
| Feature | Description |
|---|---|
| Workflow Automation | Automate tasks like notifications, data collection, and approvals across Microsoft apps and external services. |
| RPA (Robotic Process Automation) | Automate legacy apps and desktop processes without APIs. |
| AI Builder | Incorporate AI models for tasks like form processing, sentiment analysis, and predictions. |
| Pre-Built Templates | Start automation quickly with ready-to-use templates for common workflows. |
| Integration with Microsoft 365 | Works seamlessly with Outlook, Teams, SharePoint, and Dynamics 365. |
| Custom Connectors & API Access | Build custom integrations for unique business processes. |
| Mobile App | Monitor and manage workflows on the go with the Power Automate mobile app. |
Power Automate Pricing
| Plan | Price |
| Free | $0/month |
| Premium | $15/month |
| Process | $150/month |
| Hosted Process | $215/month |
Pros and Cons of Power Automate
| Pros | Cons |
|---|---|
| It integrates deeply with Microsoft 365, making it ideal for businesses already using Microsoft tools. | It can be overwhelming for beginners due to its advanced capabilities. |
| It supports RPA for automating tasks in legacy applications without APIs. | Pricing can become expensive for organisations with high automation needs. |
| AI Builder allows businesses to add intelligent features like sentiment analysis to workflows. | The setup for complex workflows may require technical expertise or IT support. |
| It offers a large library of pre-built templates, speeding up workflow creation. | Performance can slow down with very large or complicated automation processes. |
| It provides strong security and compliance, making it suitable for enterprise use. | Limited usability for businesses outside the Microsoft ecosystem compared to broader tools. |
11. Mailchimp
Mailchimp is a leading marketing automation and email marketing platform designed to help businesses create, send, and optimise marketing campaigns.
It combines automation with intuitive design, making it easy to build personalised customer journeys, schedule campaigns, and analyse performance.
Mailchimp is ideal for small to medium businesses looking for affordable, scalable marketing automation
Key Features of Mailchimp
| Feature | Description |
|---|---|
| Email Marketing Automation | Automate welcome emails, abandoned cart reminders, and product recommendations with minimal setup. |
| Customer Journeys | Build multi-step automated workflows based on user behaviour, such as sign-ups, purchases, or inactivity. |
| Advanced Segmentation | Segment audiences by demographics, engagement, and purchase history for targeted campaigns. |
| AI-Powered Recommendations | Use predictive analytics to suggest the best products or timing for campaigns. |
| A/B Testing | Test subject lines, content, and send times to improve engagement rates. |
| Reporting and Analytics | Get real-time insights into open rates, clicks, conversions, and ROI. |
| E-commerce Integration | Connect with platforms like Shopify, WooCommerce, and BigCommerce to automate marketing for online stores. |
| Mobile App | Manage campaigns and track performance from iOS and Android devices. |
Mailchimp Pricing
| Plan | Starting Price (for up to 500 contacts) |
|---|---|
| Free | $0/month |
| Essentials | Starts at $13/month |
| Standard | Starts at $20/month |
| Premium | Starts at $350/month |
Pros and Cons of Mailchimp
| Pros | Cons |
|---|---|
| It provides powerful automation tools that make email and marketing campaigns easy to manage. | Its pricing scales quickly as your contact list grows, making it expensive for larger lists. |
| It offers advanced segmentation for highly targeted and effective campaigns. | The free plan is limited and lacks many essential automation features. |
| It integrates seamlessly with popular e-commerce platforms and third-party tools. | The interface can be overwhelming for beginners due to the wide range of features. |
| It includes strong analytics and reporting to help measure campaign performance. | Customer support options are limited on lower-tier plans. |
| It provides A/B testing and AI recommendations to improve engagement and conversions. | Advanced customisation for templates can be restrictive compared to specialised email tools. |
12. Pipefy
Pipefy is a low-code process management and workflow automation tool designed to streamline complex business operations. It enables teams to design, automate, and monitor workflows visually without coding.
It is widely used in HR, finance, procurement, and IT departments to reduce manual tasks and improve efficiency.
Key Features of Pipefy
| Feature | Description |
|---|---|
| Visual Workflow Builder | Create and customise workflows using an intuitive drag-and-drop interface without coding skills. |
| Process Templates | Access ready-made templates for common workflows such as onboarding, procurement, and customer requests. |
| Automation Rules | Automate repetitive tasks like task assignment, approvals, and notifications to reduce manual intervention. |
| Conditional Logic | Add decision-based automation to adapt workflows dynamically based on predefined conditions. |
| API and Integration Support | Connect Pipefy with external tools like Slack, Google Sheets, and Salesforce through APIs or Zapier. |
| Role-Based Access Control | Restrict access and assign roles for better security and compliance within workflows. |
| Advanced Reporting and Analytics | Monitor KPIs, track performance, and generate real-time reports to optimise processes. |
| Mobile App | Manage workflows, approve requests, and track processes from mobile devices on iOS and Android. |
Pipefy Pricing
| Plan | Price |
| Starter | $0/month |
| Business | Custom |
| Enterprise | Custom pricing |
Pros and Cons of Pipefy
| Pros | Cons |
|---|---|
| It offers a user-friendly, visual builder for creating and managing workflows without coding. | The user interface can feel overwhelming for beginners during initial setup. |
| Provides ready-to-use templates to accelerate process automation. | Fewer built-in integrations compared to major competitors like Zapier or Make. |
| Supports conditional logic for dynamic workflows and advanced customisation. | Some advanced features require premium plans, which can increase costs for larger teams. |
| Offers strong security through role-based access control and compliance features. | Onboarding can require training for teams unfamiliar with workflow automation. |
| Enables centralised management of multiple processes, ideal for cross-functional teams. | Limited offline functionality; most features require an internet connection. |
13. Workato
Workato is an enterprise-grade integration and automation platform (iPaaS) that enables businesses to connect apps, automate workflows, and manage complex processes without coding.
It supports both simple automations and advanced enterprise-level integrations, making it a powerful tool for large businesses that require security, scalability, and speed.
Key Features of Workato
| Feature | Description |
|---|---|
| Pre-Built Connectors | Offers 1,000+ pre-built connectors for popular apps like Salesforce, Slack, SAP, and Google Workspace. |
| Recipe-Based Automation | Uses “recipes” (pre-built automation templates) for fast deployment and easy customisation. |
| Conditional Logic & Error Handling | Allows advanced workflow logic and provides error alerts for reliable automation at scale. |
| Enterprise-Grade Security | Includes encryption, role-based access, audit logs, and compliance with SOC 2 and GDPR standards. |
| Multi-Step & Cross-App Automation | Supports complex workflows across multiple systems and data sources. |
| AI and Machine Learning Integration | Enhances workflows with intelligent recommendations and predictive analytics. |
| API Management | Enables API-based integrations and allows businesses to build custom connectors for niche tools. |
| Real-Time Data Sync | Syncs data instantly across applications, ensuring consistency and accuracy. |
Workato Pricing
Workato’s pricing is not publicly available and is typically customised for each business based on their specific needs and usage. However, it generally ranges from $10,000 to $250,000 per year, with the base plan starting around $10,000.
To get an accurate estimate for your specific needs, it is best to contact Workato directly for a customised quote. You can also explore their documentation for more details on their pricing model.
Pros and Cons of Workato
| Pros | Cons |
|---|---|
| It provides enterprise-grade security and compliance, making it suitable for large organisations. | It is expensive compared to small-business-focused automation tools like Zapier or Pabbly Connect. |
| Offers robust pre-built connectors and recipes for quick deployment of workflows. | It has a steep learning curve for users without prior integration experience. |
| Supports advanced automation logic for complex, multi-step workflows across multiple systems. | Requires technical expertise or IT involvement for full customisation and advanced use cases. |
| API and AI integration features enhance custom workflows and analytics capabilities. | Smaller businesses may find its pricing and complexity excessive for their needs. |
| Real-time data sync ensures smooth operations and accurate data management across apps. | Implementation for large-scale processes can be time-consuming and resource-intensive. |
14. IFTTT
IFTTT, short for “If This Then That,” is one of the most accessible free business automation tools, enabling small businesses and individuals to automate simple actions between apps and devices.
Its easy-to-use interface and wide integration with smart home devices, calendars, emails, and more make it ideal for streamlining daily routines without complexity.
While it is not intended for advanced business workflows, IFTTT shines in micro-automation, such as backing up Instagram photos to Google Drive or automating social media posts.
Key Features of IFTTT
| Feature | Description |
|---|---|
| Applets (Automation Rules) | Create simple “If This, Then That” automations for tasks like posting social updates or saving files automatically. |
| Multi-Platform Integration | Connects 700+ apps and services, including social media platforms, cloud storage, and smart devices. |
| Pre-Built Applets | Access thousands of ready-to-use automation templates to save setup time. |
| Smart Home Integration | Automate smart devices like lights, thermostats, and security systems for home or office use. |
| Data Sync and Backup | Automates data transfers between cloud services like Google Drive, Dropbox, and OneDrive. |
| Pro Plan Features | Offers multi-step applets, faster execution, and conditional logic for more advanced workflows. |
| Mobile Apps | Manage and create automation directly from iOS and Android devices. |
IFTTT Pricing
| Plan | Price |
| Free | $0/month |
| Pro | $2.99month |
| Pro+ | $8.99/month |
Pros and Cons of IFTTT
| Pros | Cons |
|---|---|
| It is extremely easy to use, requiring no technical knowledge for setup. | It lacks the complexity and advanced workflow capabilities of enterprise-grade tools like Zapier. |
| It offers a free plan with basic automation for individuals and small businesses. | The free plan is very limited, and advanced features require a Pro subscription. |
| Supports smart home automation, making it useful for both personal and office environments. | It has limited error handling and lacks robust monitoring features. |
| Provides thousands of pre-built applets, reducing setup time significantly. | Integrates fewer business apps compared to tools like Make or Workato. |
| Affordable paid plans make it accessible for freelancers and startups. | Speed of execution can be slower compared to competitors, especially on the free plan. |
15. Process Street
Process Street is a workflow and process management tool designed to help teams automate recurring workflows using checklists and templates.
It is ideal for businesses looking to standardise processes, manage approvals, and ensure consistency without writing code. It integrates well with other apps for end-to-end automation.
Key Features of Process Street
| Feature | Description |
|---|---|
| Template Library | Access hundreds of pre-built templates for common business processes like onboarding, approvals, and compliance. |
| Conditional Logic | Build dynamic workflows that adapt based on user input and conditions. |
| Approval Workflows | Automate multi-step approval processes for HR, finance, and operations tasks. |
| Form Fields & Data Capture | Collect data using custom form fields during workflow execution. |
| Integrations & API Access | Connect with apps like Slack, Zapier, Salesforce, and Google Workspace for seamless automation. |
| Task Assignments & Scheduling | Assign tasks to team members and set deadlines for accountability. |
| Permissions & Security | Role-based permissions and SSO support for secure team collaboration. |
| Reporting & Analytics | Monitor workflow progress and generate reports to measure efficiency. |
Process Street Pricing
| Plan | Price |
| Startup | $100/month |
| Pro | $415/month |
| Enterprise | Custom |
Pros and Cons of Process Street
| Pros | Cons |
|---|---|
| It simplifies workflow automation through easy-to-use templates and no-code setup. | Advanced automation requires integration with third-party tools like Zapier. |
| It offers approval workflows and conditional logic for flexible process management. | It can become expensive for large teams, especially when scaling advanced features. |
| Integrates with popular tools and APIs, enabling automation across multiple platforms. | Limited offline functionality; most features require internet access. |
| Provides strong collaboration with task assignments and permissions. | Reporting features are basic compared to advanced business intelligence tools. |
| Includes SSO and role-based access controls, enhancing security for larger organisations. | Initial setup for complex workflows can take time and require user training. |
16. Smartsheet
Smartsheet is a collaborative work and automation platform that combines spreadsheet-like functionality with project management and workflow automation.
It is designed for businesses that need a scalable solution for managing projects, automating repetitive tasks, and maintaining real-time visibility across teams and departments.
Key Features of Smartsheet
| Feature | Description |
|---|---|
| Grid, Card, and Gantt Views | Offers multiple project views, including grid (spreadsheet style), Kanban cards, and Gantt charts for flexibility. |
| Workflow Automation | Automates recurring tasks, alerts, and notifications to reduce manual processes. |
| Templates & Customisation | Provides pre-built templates for project planning, budgeting, and operations management. |
| Collaboration Tools | Enables real-time collaboration with comments, file attachments, and shared dashboards. |
| Conditional Logic & Triggers | Allows dynamic workflows with if/then logic and custom triggers. |
| Integrations | Connects with tools like Slack, Microsoft Teams, Google Workspace, Jira, and Salesforce for seamless workflows. |
| Reporting & Dashboards | Creates interactive dashboards and real-time reports to track KPIs and performance. |
| Security & Admin Controls | Enterprise-grade security with role-based permissions, SSO, and compliance certifications. |
Smartsheet Pricing
| Plan | Price |
| Free | $0/month |
| Pro | $9/month |
| Business | $19/month |
| Enterprise | Custom pricing |
Pros and Cons of Smartsheet
| Pros | Cons |
|---|---|
| It provides multiple project views, including Gantt charts and Kanban boards, for versatile planning. | Advanced features like automation and dashboards are only available in higher-tier plans. |
| It offers robust workflow automation, reducing time spent on repetitive tasks. | The interface can feel complex for users accustomed to simple tools like Trello or Asana. |
| Seamless integration with popular apps enhances productivity across teams. | Pricing can be high for large teams and enterprise-level features. |
| Advanced security features make it suitable for enterprise use. | Offline functionality is limited, and most automation requires internet access. |
| Offers strong reporting tools and real-time dashboards for better decision-making. | Customisation options can overwhelm new users during initial setup. |
17. Quickbase
Quickbase is a low-code application development and workflow automation tool that helps organisations build custom solutions for process management without heavy coding.
It is designed for businesses with complex, unique workflows that standard off-the-shelf tools cannot fully address. Quickbase allows teams to automate, integrate, and scale their operations securely.
Key Features of Quickbase
| Feature | Description |
|---|---|
| Low-Code App Development | Enables users to create custom apps and workflows with minimal coding knowledge. |
| Visual Workflow Automation | Automates repetitive tasks across processes like approvals, notifications, and data routing. |
| Integration with External Tools | Connects with systems like Salesforce, Microsoft Teams, Slack, and via API for advanced integration. |
| Custom Dashboards & Reports | Offers real-time data visualisation and performance tracking for better decision-making. |
| Role-Based Access Control | Provides granular security with permissions and user roles to protect sensitive information. |
| Mobile-Friendly Interface | Access workflows and dashboards on mobile devices for remote work. |
| Audit Logs & Compliance | Maintains detailed logs to meet compliance and governance standards for regulated industries. |
| Pre-Built Templates | Offers ready-to-use templates for HR, finance, and operations processes to accelerate deployment. |
Quickbase Pricing
| Plan | Price |
| Free | $0/month |
| Team | $35/month |
| Business | $55/month |
| Enterprise | Custom pricing |
Pros and Cons of Quickbase
| Pros | Cons |
|---|---|
| It offers flexibility to create custom applications tailored to unique business processes. | Pricing can be high for small businesses or startups with limited budgets. |
| The platform supports complex workflow automation for enterprise-level requirements. | It has a steep learning curve for non-technical users, especially for advanced configurations. |
| Provides strong security and compliance features for industries like healthcare and finance. | Initial setup and app development can require IT involvement or technical expertise. |
| Offers real-time dashboards and advanced reporting for data-driven decisions. | Limited offline functionality, as most features require internet access. |
| Integration capabilities allow seamless connection with major enterprise tools and APIs. | Over-customisation can complicate workflows and make maintenance difficult for small teams. |
18. Odoo
Odoo is an all-in-one business management and automation tool offering a suite of integrated apps for CRM, accounting, inventory, HR, project management, and more.
It allows businesses to automate processes across multiple departments, eliminating the need for multiple standalone tools. With both open-source and enterprise options, Odoo is highly flexible and scalable.
Key Features of Odoo
| Feature | Description |
|---|---|
| Integrated App Suite | Offers over 40 business apps, including CRM, accounting, inventory, HR, marketing, and project management. |
| Workflow Automation | Automates tasks like invoicing, inventory updates, and lead follow-ups across different modules. |
| Customisable Dashboards | Provides real-time analytics and reporting for sales, operations, and financial performance. |
| Modular System | Start with core apps and add more as your business grows for scalability and flexibility. |
| E-commerce & POS Integration | Syncs online stores and point-of-sale systems for seamless operations. |
| API & Third-Party Integrations | Connects with tools like PayPal, Stripe, shipping services, and social media platforms. |
| Multi-Language & Multi-Currency Support | Makes Odoo ideal for global businesses managing cross-border operations. |
| Mobile Application | Full-featured mobile app for managing operations on the go. |
Odoo Pricing
| Plan | Price |
| Free | $0/month |
| Standard | $8.95/month |
| Custom | $13.60/month |
Pros and Cons of Odoo
| Pros | Cons |
|---|---|
| It is highly customisable and modular, allowing businesses to scale and adapt as they grow. | The learning curve can be steep, especially when configuring multiple modules for the first time. |
| Offers an extensive range of integrated apps for end-to-end business management. | Advanced features and enterprise support require paid plans, which can be costly for small businesses. |
| Open-source version provides cost flexibility for startups and developers. | On-premise setup and heavy customisation may require technical expertise or a dedicated IT team. |
| Strong reporting tools and real-time dashboards for data-driven decisions. | The interface can feel complex for non-technical users compared to simpler automation tools. |
| Global capabilities with multi-language and currency support make it suitable for international businesses. | Some third-party integrations and custom modules can incur additional costs. |
19. Airtable
Airtable is a cloud-based collaboration and automation tool that combines the simplicity of a spreadsheet with the power of a database. It enables businesses to manage projects, organise data, and automate workflows visually.
Airtable is widely used for marketing, content management, product development, and operations teams.
Key Features of Airtable
| Feature | Description |
|---|---|
| Database-Spreadsheet Hybrid | Combines spreadsheet simplicity with database functionality for storing and organising large sets of data. |
| Customisable Views | Offers grid, Kanban, gallery, and calendar views to suit different project needs. |
| Automation Workflows | Automates repetitive tasks such as sending emails, updating records, and triggering notifications. |
| Integration with Apps | Connects with Slack, Google Workspace, Zapier, and over 1,000 other apps for extended functionality. |
| Collaboration Tools | Enables team collaboration through shared workspaces, comments, and permission controls. |
| Pre-Built Templates | Provides templates for common use cases like content calendars, CRM, and project management. |
| API Access | Allows developers to create custom workflows and integrations for specific business requirements. |
| Mobile App | Offers full mobile functionality for on-the-go project management and automation. |
Airtable Pricing
| Plan | Price |
| Free | $0/month |
| Team | $120/month |
| Business | $150/month |
| Enterprise | Custom pricing |
Pros and Cons of Airtable
| Pros | Cons |
|---|---|
| Combines the flexibility of spreadsheets with database power, making it highly versatile. | Advanced automation features are only available in higher-tier paid plans. |
| Offers multiple view options for improved data organisation and project visibility. | It can become expensive for larger teams with advanced needs. |
| Supports integrations with popular tools and offers an API for custom workflows. | Learning curve for database concepts can be challenging for spreadsheet-only users. |
| Pre-built templates make it easy to get started quickly for various use cases. | Limited offline capabilities; most features require internet connectivity. |
| Ideal for collaborative teams needing real-time data updates and visual dashboards. | Performance may slow down with very large databases and heavy automation. |
20. Kissflow
Kissflow is a no-code workflow automation and business process management platform designed to help businesses automate repetitive tasks, manage projects, and streamline operations without relying on heavy IT resources.
It is widely used by organisations for HR, procurement, finance, and other administrative processes.
Key Features of Kissflow
| Feature | Description |
|---|---|
| No-Code Workflow Builder | Drag-and-drop interface for creating automated workflows without technical expertise. |
| Customisable Templates | Pre-built templates for HR, procurement, employee onboarding, and expense approvals. |
| Form and Data Management | Collect, process, and store data with dynamic forms linked to workflows. |
| Integration Capabilities | Connects with tools like Google Workspace, Slack, Salesforce, and other enterprise apps via APIs and connectors. |
| Project Management Tools | Includes Kanban boards, Gantt charts, and collaborative features for task tracking. |
| Reporting and Analytics | Offers custom dashboards and reports for monitoring performance and bottlenecks. |
| Role-Based Permissions | Provides granular access control for security and compliance. |
| Mobile App | Manage workflows and approvals on the go with fully functional mobile apps. |
Kissflow Pricing
| Plan | Price |
| Basic | $1,500/month |
| Enterprise | Custom |
Pros and Cons of Kissflow
| Pros | Cons |
|---|---|
| It offers a user-friendly, no-code interface ideal for non-technical teams. | Pricing can be expensive for smaller businesses or startups with limited budgets. |
| Includes a wide range of templates for quick deployment of workflows. | Limited advanced automation compared to enterprise platforms like Workato or Microsoft Power Automate. |
| Provides strong integration options with third-party apps for seamless operations. | Initial setup for custom workflows may still require IT support for complex cases. |
| Built-in project management features reduce the need for separate tools. | Offline functionality is limited; most features require internet connectivity. |
| Analytics and reporting enable data-driven decision-making. | Some features like advanced reporting and integrations are locked behind premium plans. |
See also: The Best Productivity Apps in 2025
Benefits of Implementing Automation Tools
Adopting automation tools is more than a trend; it is a strategic move that drives efficiency and competitiveness.
Whether you are a startup or an established enterprise, automation offers measurable benefits across various aspects of your business. Below is a breakdown of the key advantages:
| Benefit | Description | Impact on Business |
|---|---|---|
| Time and Cost Savings | Automation eliminates repetitive manual tasks, reducing labour hours and operational expenses. | Saves up to 30% in costs and speeds up processes, allowing staff to focus on core tasks. |
| Increased Productivity | Teams work smarter, completing more in less time with fewer errors. | Improves output and workflow efficiency, enabling faster project delivery. |
| Better Customer Experience | Automated systems ensure faster response times and personalised interactions. | Increases customer satisfaction and loyalty through consistent, timely communication. |
| Scalability and Growth | Automation grows with your business, handling higher workloads without proportional cost increases. | Supports expansion into new markets and higher volumes without straining resources. |
See also: 25+ Best Collaboration Tools for Entrepreneurs and Teams
Common Mistakes to Avoid When Automating Your Business
While automation offers significant benefits, many businesses fail to achieve the desired results because of avoidable mistakes. Here are the most common pitfalls and how to avoid them:
| Mistake | Why It Is a Problem | How to Avoid It |
|---|---|---|
| Over-Automation | Trying to automate everything leads to complexity and inefficiency. | Focus on high-impact processes that deliver the most value when automated. |
| Lack of Clear Objectives | Without defined goals, automation efforts lack direction and measurable success. | Set clear KPIs and objectives before implementing any automation tool. |
| Ignoring Staff Training | Employees may resist or misuse tools if they are not properly trained. | Provide comprehensive onboarding and continuous support for team adoption. |
| Failure to Plan Integration | Disconnected systems create data silos and inefficiencies. | Choose tools that integrate with your existing software stack. |
| Neglecting Regular Optimisation | Automation processes become outdated, reducing effectiveness over time. | Review and update workflows periodically to match business changes and trends. |
Conclusion
Business automation is no longer optional but a critical strategy for improving efficiency, reducing costs, and staying competitive in today’s fast-paced market.
By choosing the right tools, integrating them thoughtfully, and avoiding common mistakes, you can unlock productivity and position your business for sustainable growth.
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Frequently Asked Questions (FAQs)
What are business automation tools?
Business automation tools are software solutions that help streamline, manage, and automate repetitive business tasks, allowing businesses to improve efficiency and reduce human error.
Why should I use business automation tools?
Using the best business automation tools helps you save time, cut costs, increase productivity, and allow your team to focus on more strategic and creative activities.
Are there any free business automation tools available?
Yes, many free business automation tools are available, including options for CRM, marketing automation, social media scheduling, and task management, especially useful for small businesses.
How do I choose the best business automation tool for my company?
Start by identifying the processes you want to automate, your budget, and whether the tool integrates with your existing software. Consider ease of use, scalability, and support.
Can automation tools help small businesses grow?
Absolutely. The best automation tools for small businesses streamline operations, reduce workload, and make it easier to scale without hiring more staff immediately.
What industries benefit most from business automation?
Virtually all industries benefit, including retail, finance, marketing, logistics, manufacturing, and customer service. Each industry has specific automation tools for business needs.
Can automation tools integrate with other platforms?
Yes, many tools offer integrations with popular platforms like Slack, Google Workspace, QuickBooks, Salesforce, and Shopify for seamless workflows.
Are automation tools secure for handling sensitive data?
Most reputable tools comply with data privacy regulations such as GDPR or HIPAA and offer encryption, two-factor authentication, and audit trails for added security.
Can automation help improve customer service?
Definitely. Tools like chatbots, CRM systems, and support ticket automation streamline customer interactions and improve response times and satisfaction.
What are the risks of using automation tools?
Risks include over-reliance, poor implementation, and choosing tools that don’t integrate well. This is why it’s essential to evaluate tools carefully before adoption.
