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Jetpack Workflow Review

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
ERP, Accounting and Finance

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Description of Jetpack Workflow

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Great Platform for Agencies to Manage Projects for clients

The ability for us as an agency to be able to create new campaigns quickly with minimal effort! Also being able to have it all in one place was great because of our clients' needs were changing so fast. There are some features I wish hadn't been taken out such as creating custom tabs within my account page but overall this product has helped me streamline many aspects of running our business which makes life easier when you're managing multiple projects at once. We've also started using…

Pros
  • Ease Of Use, Customer Service & Support (email support), Time Saved Using Product To Create Campaign Templates For Clients
Cons
  • Minor Issues

Revainrating 5 out of 5

Very user friendly, intuitive tool that works seamlessly

The ease of use for creating new forms/pages as well as editing existing ones makes this software very easy to learn. I have not found anything in particular about jet pack workflow which i dislike but would like to see some improvements made with future updates or releases. It has been great so far! We are able to easily create custom pages using our own templates. This allows us to keep things organized much easier than if it was just straight out of wordpress itself. And since its all done…

Pros
  • Easy setup
  • Very user friendly interface (for beginners)
  • Ability To add videos, images & other media sources without problems.
  • Great support team that is extremely helpful whenever needed.
  • Good options available
  • Lots Of Plugins Available For Free Use Or Purchase
Cons
  • So-so

Revainrating 4 out of 5

Best Process Visualization Tool Out There Today

The ability for employees (and clients) to create customized flows in order of importance within an assigned task or project and then view all steps as they are completed so there's no chance one step could get dropped off at any time during this process. While not yet released I've heard it has some functionality issues but these have been addressed by JW and should hopefully be fixed soon. If you're looking to streamline your business/project life cycle using customizable templates with…

Pros
  • I like the way you can create a flow and then send it off to all the users involved and then have them click through and complete the process without any steps missing
Cons
  • We've just started using it so I'm sure the issues can be fixed later on