The 9 Best Workflow Automation Software Tools for 2027

Revenue teams run on repeatable work. A discount needs an approval. A closed deal needs a clean handoff to customer success. A new rep needs the same onboarding as the last one. When that work lives in email threads and memory, steps get skipped and nobody notices until a customer does.

Workflow automation software turns that work into a defined process: the right person gets the right task at the right time, approvals happen in one place, and data moves between systems without copy and paste. This list compares nine options for SaaS sales and revenue leaders heading into 2027.

How the tools were judged

Each tool was assessed against five questions, based on its public product and pricing pages:

• Does it enforce the process? The best tools make steps, approvals and required fields part of the work, not a suggestion.
• Can non-engineers build it? Sales ops and revenue ops should be able to change a workflow without a ticket to IT.
• Can leaders see what is happening? Managers need to know which deals are stuck and which steps were skipped.
• Does it connect to the stack? CRM, Slack or Microsoft Teams and e-signature tools have to be part of the flow.
• Is the pricing clear? Leaders should be able to tell what a team will pay and where automation limits kick in.

Quick comparison

Rank	Product	Best for	Starting price	Rating
1	Process Street	Approvals, handoffs and recurring revenue processes	Contact sales	n/a
2	Pipefy	Request and approval processes with no-code AI	Free plan; paid plans contact sales	n/a
3	Kissflow	Enterprise low-code process apps	Contact sales	n/a
4	Nintex	Large enterprises in Microsoft or Salesforce environments	Contact sales	n/a
5	monday.com	Teams that want boards plus automations	Free; paid from $9 per seat/month (billed annually)	n/a
6	Smartsheet	Spreadsheet-style project and process tracking	From $9 per member/month (billed yearly)	n/a
7	Wrike	Cross-team work management with AI agents	Free; paid from $10 per user/month (billed annually)	n/a
8	Asana	Task and project coordination with rules	Free; paid from $10.99 per user/month (billed annually)	n/a
9	Airtable	Custom data-driven apps and lightweight workflows	Free; paid from $20 per user/month (billed annually)	n/a

Ratings are marked n/a because review-site scores could not be confirmed on the date of writing.

1. Process Street

Process Street is a workflow automation and compliance operations platform. Its Ops product describes itself as an orchestration engine that connects people, systems and data in one governed flow, alongside Docs for document management and policy control. For a revenue team, that means a deal desk review, a sales-to-customer-success handoff or a renewal checklist becomes a workflow that runs the same way every time.

Each workflow is built from tasks, forms, approvals and conditional logic, so an enterprise deal and a self-serve upgrade can follow different paths from one template. Stop tasks hold the process until critical data is captured, and dynamic due dates adjust as work moves.

Best for: sales and revenue leaders who need processes followed, audited and easy to update, such as discount approvals, deal handoffs, rep onboarding and renewals.

Key features:

• Workflows with tasks, form fields, approvals, conditional logic, enforced task order and role assignments
• Scheduled workflow runs, auto-send emails, run via email and a webhook catcher
• AI Workflow Generator that builds a workflow from a few instructions or an uploaded document
• AI tasks for generating personalized emails, analyzing documents and transforming data
• Data Sets and Pages alongside Workflows, plus iOS, Android, Slack and Microsoft Teams apps
• 5,000+ integrations, plus native connections to tools such as Salesforce, HubSpot, Slack, Jira and DocuSign

Pros:

• Built for execution: steps, approvals and required data are enforced, not optional
• AI can draft a first workflow quickly from an existing document
• Security and admin features listed on its pricing page include SOC 2 Type 2, HIPAA, SAML-based SSO and SCIM provisioning
• Its AI page states that customer data is never used to train AI models

Cons:

• No public list prices, so teams have to talk to sales for a quote
• The Startup plan is capped at 5 users and 10 guests

Pricing: three plans, Startup, Pro and Enterprise, all priced through sales. The Pro plan offers a 14-day free trial with no credit card required.

2. Pipefy

Pipefy is a business process automation platform that pairs no-code workflow building with AI agents. It offers prebuilt “AI Studios” for areas such as procurement, onboarding, claims and a CRM studio that centralizes the sales process into a single flow.

Best for: operations and revenue teams that manage many request, intake and approval processes.

Key features:

• Process templates, public shareable forms and email templates
• Request tracker for people outside the platform
• SLA alerts, dashboards and conditional logic on paid plans
• Native integrations, API access and electronic signature

Pros:

• A free Starter plan for small teams to try it
• Form-based intake suits approvals and requests well

Cons:

• The free plan is limited to 5 processes, 10 users and 15 automation jobs per month
• Business and Enterprise pricing is not published

Pricing: Starter is free. Business and Enterprise are contact sales, with 300 and 2,000 automation jobs per month respectively.

3. Kissflow

Kissflow is an enterprise low-code platform for building operational applications and process workflows. Its pricing page centers on enterprise rollouts, with implementation and training included in the offer.

Best for: larger organizations that want business teams and IT to build custom process apps on one platform.

Key features:

• Unlimited applications and unlimited integrations
• Dashboards, pages, workflows, reports and analytics
• 25+ AI-powered automation features, per its pricing page
• Public and private cloud hosting with enterprise governance

Pros:

• Implementation support, solution architects and training are part of the package
• No surcharges for AI or API usage, according to its pricing page

Cons:

• Enterprise focus, with no self-serve or free entry plan listed
• Fixed annual agreements may not suit small teams

Pricing: quote-based (“Get Quote”) on fixed annual agreements.

4. Nintex

Nintex is a long-standing process automation vendor. Its lineup includes Nintex Cloud Automation CE for end-to-end process automation, Nintex Automation K2 for on-premises deployments, and Nintex for Salesforce.

Best for: large enterprises with complex automation needs, especially those standardized on Microsoft or Salesforce.

Key features:

• Workflow automation and process management
• Digital forms and document generation
• Robotic process automation
• On-premises option for teams that need data sovereignty

Pros:

• Covers cloud, on-premises and Salesforce-native deployments
• Broad capability set beyond workflows, including document generation and RPA

Cons:

• Its pricing URL routes to a contact page, with no published prices
• Likely more platform than a small revenue team needs

Pricing: contact sales. Nintex lists free trials and demos.

5. monday.com

monday.com is a work management platform built around boards, with automations, integrations and AI tools layered on.

Best for: teams that want visual boards first and automation second.

Key features:

• Boards, docs and 200+ templates
• Automations and integrations, with monthly action limits by plan
• AI credits on paid plans, including the Sidekick AI assistant
• Timeline, Gantt and calendar views on Standard and above

Pros:

• A free plan for up to 2 seats
• Clear, published per-seat pricing

Cons:

• Automations and integrations start on Standard, limited to 250 actions per month
• Process enforcement depends on how the board is built

Pricing: Free, then Basic at $9, Standard at $12 and Pro at $19 per seat per month, billed annually. Enterprise is custom.

6. Smartsheet

Smartsheet combines a spreadsheet-style interface with project views, forms and automation.

Best for: operations teams tracking processes and projects in a familiar grid.

Key features:

• Gantt, table, board and calendar views
• Unlimited sheets, forms and reports
• Rich formulas and conversational AI features
• Workload tracking and admin capabilities on Business

Pros:

• Unlimited free Contributors on every paid plan
• Familiar for anyone comfortable in spreadsheets

Cons:

• Pro is limited to 250 automations per month
• Business requires at least 3 Members

Pricing: Pro is $9 per member per month billed yearly ($12 monthly). Business is $19 billed yearly ($24 monthly). Enterprise and Advanced Work Management are custom.

7. Wrike

Wrike is a work management platform with AI features across its plans and AI agents on higher tiers.

Best for: teams that coordinate projects across departments and want AI help with automation rules.

Key features:

• Project and task management with board, table and Gantt views
• AI Essentials on Team, including natural-language automation rule generation
• AI Elite actions for AI agents on Business and above
• Integration and automation add-on, included with Apex

Pros:

• A free plan and a two-week free trial, no credit card required
• Plans scale from small teams to enterprise

Cons:

• Advanced integrations and some premium features are paid add-ons on lower plans
• Team plan is limited to 2 to 15 users

Pricing: Free, Team at $10 and Business at $25 per user per month, billed annually. Pinnacle and Apex are contact sales.

8. Asana

Asana is a project and task management platform with rules-based automation, forms and AI features.

Best for: teams coordinating projects and recurring requests across departments.

Key features:

• Unlimited automations on Starter and above
• Intake forms that create tasks, plus custom templates and custom fields
• Approvals and proofing on Advanced
• AI Studio credits included on paid plans

Pros:

• Easy for broad teams to adopt
• Advanced connects Salesforce, Tableau and Power BI for reporting

Cons:

• Approvals sit on the Advanced plan, not Starter
• Built for project tracking more than strict step enforcement

Pricing: Personal is free for up to 2 users. Starter is $10.99 and Advanced is $24.99 per user per month, billed annually. Enterprise and Enterprise+ are contact sales.

9. Airtable

Airtable is an app-building platform on top of relational databases, with automations, interfaces and AI agents. Revenue operations teams use it to build custom trackers and lightweight internal tools.

Best for: teams that want to build their own data-driven workflow app.

Key features:

• Relational databases and custom interfaces
• Automations and AI agents inside apps
• Integrations with tools such as Slack, Google Drive, Salesforce and Jira
• Portals for guest collaboration

Pros:

• Highly flexible for custom use cases
• No charge for read-only collaborators or form submissions on paid plans

Cons:

• Flexibility means someone has to design and maintain the process
• Business is a significant step up in per-user price

Pricing: Free, Team at $20 and Business at $45 per user per month, billed annually. Enterprise Scale is custom.

How to choose

Start with the job. If the goal is visibility into projects, monday.com, Smartsheet, Wrike or Asana will cover it. If the goal is a custom app, look at Airtable or Kissflow. If the goal is making sure a revenue process actually runs the same way every time, with approvals, required data and an audit trail, pick a tool built for execution. That is why Process Street ranks first here.

For related reading, see the best sales playbook software, browse the email templates library, or look up terms like AI SDR in the Library.

FAQ

What is workflow automation software?

It is software that turns a repeatable process into defined steps, assigns each step to the right person, and automates handoffs, reminders, approvals and data entry between systems.

How do sales teams use workflow automation?

Common uses include discount and deal desk approvals, sales-to-customer-success handoffs, new rep onboarding, renewal checklists and contract review requests.

Is project management software the same as workflow automation?

Not quite. Project management tools track tasks and timelines. Workflow automation tools focus on running a repeatable process the same way every time, with enforced steps and approvals. Some products, such as monday.com and Asana, cover parts of both.

Which workflow automation tool has a free plan?

On their pricing pages, Pipefy, monday.com, Wrike, Asana and Airtable list free plans. Process Street offers a 14-day free trial on its Pro plan.

What should a revenue leader look for first?

Look for enforced steps and approvals, an easy builder for sales ops, CRM and chat connections, and clear reporting on where work is stuck.