Buyer’s Guide: Best Business Process Automation Platforms for 2024

Are inefficiencies in your everyday operations pulling your business down? Most owners, especially those of small technology companies like ours in San Francisco, can resonate with this. With the perpetual pile-up of tasks, you often find little time to focus on strategic company growth. Your dynamic team might feel drained dealing with manual, repetitive processes. Maybe you’re in the same boat as many of our clients at Anthem CRM. The solution to this familiar pain point? Business process automation platforms.

Business process automation platforms are game-changers. They empower companies to automate tedious tasks, optimize workflows, and free up valuable time for employees to concentrate on critical areas of business. These platforms are like having a virtual worker handling back-office tasks, from data entry to sales orders, invoice processing, and even onboarding new employees. With the precision and reliability of a digital platform, you get to wave goodbye to errors and say hello to peak efficiency.

At Anthem CRM, we’ve seen firsthand how implementing automation platforms can help businesses streamline their operations, dramatically cut process times, and achieve unprecedented productivity gains. For example, a service company we worked with took their invoicing process digital, saving them countless hours and vastly improving accuracy.

Whether you’re just starting to explore automation options or looking to switch to a new platform, there’s a diverse range of business process automation platforms out there—each with its own unique strengths, functionalities, and specialties. However, the underlying rule remains: the right platform must align with your specific business objectives, handle the tasks you want automated, and smoothly slot into your existing business systems.

Key Benefits of Implementing a Business Process Automation Platform:

  1. Speedy Processes: Make your business more responsive and agile.
  2. Reduced Errors: Eliminate costly errors resultant from manual data entry or calculations.
  3. Frees Up Staff: Allow your skilled employees to focus on strategic and value-adding operations.
  4. Seamless Integrations: Harmonious working environment with integration to your existing business systems.

Whether you’re in pursuit of efficiency, operational cost reduction, or improving customer service, the right platform can be a catalyst for your business. In this guide, we will dive deep into the realm of automation platforms, equipping you with the insights to choose the best business process automation platform for your business in 2024.

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What are Business Process Automation Platforms?

Business process automation platforms, often referred to as BPM platforms, are technological tools designed to automate repetitive tasks, optimize workflows, and maximize efficiency within an organization. Imagine having a virtual worker manage back-office tasks such as data entry, sales orders, invoice processing, and even onboarding new employees. That’s precisely what these platforms offer.

A BPM platform typically includes a graphical business process and rule modeling capability, a process registry/repository for modeling metadata, a process execution engine, and a state management engine or rule engine (or both) . The goal is to make your business processes more efficient, less error-prone, and more manageable.

But why should we care about process automation? As our expert Ryan McEachron from Anthem CRM points out, automation can significantly speed up business operations. Tasks that would take hours to complete manually can be executed in a fraction of the time with the aid of automation. For example, document review and approval processes can be expedited, reducing the time spent circulating documents among team members and stakeholders for necessary approvals.

Implementing process automation platforms can help businesses streamline their operations, significantly reduce process times, and realize unprecedented productivity gains. This is especially beneficial for small businesses seeking to maximize efficiency and drive growth.

The right process automation platform for your organization should align with your specific business objectives, be able to handle the tasks you want to automate, and slot into your existing business systems with ease. Look for platforms that offer speedy processes, reduced errors, free up staff for value-adding activities, and offer seamless integrations .

In the upcoming sections, we’ll delve into the top 10 business process automation platforms for 2024 to help you find the best fit for your business. Stay with us as we explore the fascinating world of process automation platforms.

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The Role of Business Process Automation in Streamlining Operations

As we dive deeper into the realm of business process automation platforms, it’s crucial to understand how they play a transformative role in streamlining business operations. At Anthem CRM, we believe that automation is much like having a super-efficient employee who never sleeps, never makes errors, and can multitask with ease.

Automating Repetitive Tasks

Repetitive and time-consuming tasks are prime targets for automation. Tasks that your team routinely performs, like data entry, order processing, and customer service responses, can be incredibly tedious and time-taking. By automating these tasks, we can save valuable time, reduce the risk of human error, and allow your team to focus more on strategic, value-adding activities .

Reducing Errors and Enhancing Planning

In addition to saving time, automation is instrumental in reducing errors and enhancing planning capabilities. For instance, consider the document review and approval process, which can be significantly sped up through automation. This not only increases efficiency but also ensures a higher level of accuracy, reducing the risk of errors that could negatively impact the customer experience.

Case Study: Order Processing

To illustrate, let’s consider the process of order processing. Manual handling can lead to errors, delays, and unsatisfied customers. However, automating and streamlining order processing ensures every order goes through the necessary series of verifications and checks. This results in fewer errors and faster processing times, enhancing customer satisfaction and boosting operational efficiency .

In the next section, we’ll explore some of the best business process automation platforms for 2024. These platforms leverage advanced technologies to automate repetitive tasks, streamline workflows, and provide valuable insights, helping businesses like yours navigate the fast-paced, ever-evolving world of technology. Let’s dive in!

The Impact of Business Process Automation on Efficiency and Productivity

Business process automation platforms play a pivotal role in enhancing business efficiency and productivity. By automating repetitive and manual tasks, these platforms free up valuable time and resources, enabling teams to shift their focus onto more strategic, high-value tasks. This shift not only improves productivity but also empowers employees, fostering a more engaged and motivated workforce.

Moreover, automation tools help to reduce errors that can negatively impact customer experiences, leading to improved customer satisfaction and retention. As reported by TD Ameritrade, they managed to automate customer account processes and reduced the time to open a new account by a staggering 70% .

In addition, business process automation tools facilitate better workflow management, ensuring tasks are completed in the correct sequence and handoffs between departments are smooth. Such streamlined operations can significantly boost your business’s productivity and profitability.

One of the key advantages of business process automation platforms is the ability to monitor document progress in real-time. This provides valuable insights into bottlenecks and potential delays, enabling you to identify areas for improvement and optimize processes. As a result, decision-making within your organization becomes more efficient and data-driven.

At Anthem CRM, we have a deep understanding of the transformative power of automation. We’re dedicated to offering solutions that can help businesses leverage these benefits. Whether you’re looking to automate your sales and customer retention activities, manage contact information, track sales performance, or generate comprehensive reports, our solutions are designed to meet your needs.

In summary, the impact of using business process automation platforms on business efficiency and productivity is immense. They are no longer a luxury but a necessity for businesses striving to stay competitive in today’s fast-paced business environment. In the next section, we’ll explore some of the best business process automation platforms for 2024 and how they can help you take your business efficiency and productivity to new heights.

Top 10 Business Process Automation Platforms for 2024

As we move into 2024, businesses need to keep up with the rapidly evolving digital landscape. Business process automation platforms play a pivotal role in this transformation, streamlining operations and boosting productivity. Here, we list the top 10 platforms that can help you automate your business processes effectively.

  1. Asana: Known for its simplicity and efficiency, Asana is a project management tool that offers advanced task scheduling and prioritization features. It can automate repetitive tasks and comes with robust security measures, making it a top choice for businesses looking to streamline their project management process.

  2. ProcessMaker: If scalability is your priority, ProcessMaker is for you. This platform combines low-code BPM and BPA with generative AI, making it a fast and easy solution for designing processes. It aims to automate time-consuming tasks in seconds, greatly enhancing business productivity.

  3. ActiveBatch: ActiveBatch is a powerful tool designed to orchestrate automated workflows. It supports various triggers like message queues, emails, and more, and offers flexible task scheduling. With integrations with systems like ServiceNow, it provides a comprehensive solution for process automation.

  4. KissFlow: Looking for a lightweight approach? KissFlow is your go-to platform. It offers over 50 applications for managing various tasks, all of which can be customized by users. It also provides SaaS integration with Zapier support and multi-language capability, making it a versatile platform.

  5. Hootsuite: For businesses focusing on their social media presence, Hootsuite offers a unique process automation solution. This platform allows you to automate social media management tasks, freeing up time for other crucial business operations.

  6. Basecamp: Basecamp is a popular choice for online collaboration and task tracking. It brings everyone together, facilitating team collaboration, idea sharing, and tracking of project progress.

  7. Comindware Tracker: Comindware Tracker is a customizable SaaS platform designed to meet various management needs. Whether you’re managing tasks, projects, or processes, this platform offers a solution.

  8. Laserfiche: Laserfiche is an AI-driven platform offering innovative solutions for content management. Its AI capabilities help streamline workflows and provide insightful analytics.

  9. Quu: For businesses focusing on content research and marketing, Quu offers unique automation solutions. It takes the hassle out of content research, saving you time and effort.

  10. TrackVia: TrackVia is a mobile workflow management tool with responsive dashboards. It offers real-time data access and centralized control, making it a comprehensive solution for process automation.

At Anthem CRM, we understand that business needs are unique, and what works for one may not work for another. That’s why we offer a customizable platform that can be tailored to meet your specific requirements. As you explore these top business process automation platforms, remember to consider your business goals, budget, and integration needs to find the best fit for your organization.

Asana: The Project Management Tool with Advanced Task Scheduling

When it comes to efficiently managing projects and tasks, Asana is a time-tested platform that’s trusted by businesses around the world. Considered one of the top business process automation platforms, it strikes a balance between simplicity and robust functionality.

Streamlined Project Management

What sets Asana apart is its user-friendly interface, which simplifies project management and encourages efficient team collaboration. The platform’s key features include a shared team calendar, task scheduler, and task prioritization. These tools provide a clear overview of ongoing projects and deadlines, making it easier for teams to stay on track and deliver results on time.

Automating Repetitive Tasks

One of Asana’s standout features is its capability to automate repetitive tasks. By setting up automated workflows, you can eliminate manual work, allowing your team to focus on more strategic tasks. This feature is particularly beneficial for tech companies that are often faced with repetitive but necessary tasks.

Advanced Security and Reporting

In regards to security, Asana is designed to protect your data with features such as Single Sign-On (SSO), Two-Factor Authentication (2FA), and advanced granular permissions. It also provides insightful report dashboards for project insights, so you can monitor progress and make data-driven decisions.

Convenient File Sharing and Communication

Asana also offers convenient file sharing manually or via drag-and-drop, and comment sections under every task. This keeps all project-related documents and discussions in one place, facilitating seamless communication and reducing confusion.

Is Asana the Right Fit for You?

While Asana is a robust tool, it might not be the perfect fit for every business. Your company’s needs and size play a significant role in determining the most suitable business process automation platforms. At Anthem CRM, we understand this, which is why we provide a flexible and customizable platform that can be adjusted to meet your specific needs.

The right business process automation platform should not only automate your tasks but also align with your business goals, improve efficiency, and promote growth.

ProcessMaker: The Low-Code BPM and BPA Platform with Generative AI

One of the top business process automation platforms that is making waves in 2024 is ProcessMaker. What sets this platform apart is its combination of low-code Business Process Management (BPM) and Business Process Automation (BPA) features with generative AI.

Designed for Scalability

At Anthem CRM, we understand the importance of scalability for growing businesses. ProcessMaker is built with this in mind. The platform is designed to scale with your business, accommodating your evolving needs. This flexibility makes it a suitable choice for both small businesses and large enterprises.

Streamlining with Generative AI

The power of ProcessMaker lies in its use of generative AI. This feature enables the platform to automate the design of business processes, making it faster and easier than ever. This unique approach to process design streamlines menial tasks in seconds, freeing up your team to focus on more strategic work.

User-friendly Experience

While some automation platforms can be complex and difficult to navigate, ProcessMaker offers a user-friendly experience. Its platform is designed with simplicity in mind, allowing anyone in your organization to leverage its capabilities regardless of their technical expertise. This ease of use fosters greater adoption across your team, maximizing the value you gain from the platform.

Robust Free Trials

A unique aspect of ProcessMaker is its variety of free trials. This allows you to test out the platform’s capabilities in real-world applications such as ID verification, invoice processing, and credit transfers. These trials offer a hands-on understanding of how ProcessMaker can transform your business operations.


In the realm of business process automation platforms, ProcessMaker stands out with its combination of low-code development, generative AI, and user-friendly interface. Its scalable design makes it an excellent choice for businesses of all sizes seeking to streamline their operations and achieve hyper-productivity.

However, as with any tool, it’s important to assess whether it aligns with your specific business needs and objectives. Always take advantage of free trials and demos to evaluate the platform in the context of your operations. And remember, we at Anthem CRM are here to help guide you in your automation journey, providing the tools and expertise you need to succeed.

ActiveBatch: Orchestrating Automated Workflows with Flexible Task Scheduling

As a business owner, you may often find yourself grappling with an overload of tasks and the challenge of orchestrating them efficiently. ActiveBatch, a top choice among business process automation platforms, offers a solution to this predicament.

Unleashing the Power of Event-Driven Architecture

ActiveBatch operates on an event-driven architecture, which means it’s constantly on the lookout for specific triggers to initiate a workflow. These triggers could be anything from emails to message queues, providing a highly flexible and responsive system. This feature ensures that crucial business processes are initiated at the right time, increasing efficiency and reliability across your operations.

Flexible Task Scheduling and Seamless Integrations

One of the standout features of ActiveBatch is its flexible task scheduling. This capability allows you to automate tasks based on a schedule that aligns with your business operations, further enhancing productivity.

Moreover, ActiveBatch seamlessly integrates with various systems, including ServiceNow. This extensive compatibility ensures that all your business tools can communicate and work together effectively, eliminating silos and streamlining processes.

A Comprehensive Solution for Process Automation

ActiveBatch is a comprehensive solution, providing you with the tools to automate almost any business process. The platform is also designed to be user-friendly, which means no technical expertise is required to use it. Both IT and business users can understand and operate it easily, making it an excellent choice for small businesses that may not have a dedicated IT team.

In a Nutshell

ActiveBatch stands out in the crowded landscape of business process automation platforms with its powerful tools for orchestrating automated workflows and flexible task scheduling. By adopting this platform, you can significantly enhance your business’s operational efficiency, giving you more time to focus on strategic decision-making and growth.

And remember, we at Anthem CRM are here to help you navigate these automation tools, providing expert guidance to ensure you get the most out of your chosen platform. Our business automation software solutions are designed to integrate seamlessly with platforms like ActiveBatch, providing a holistic automation system for your business.

KissFlow: The Lightweight BPA Suite with Customizable Applications

If you’re a small business owner looking for a streamlined, lightweight approach to business process automation, then KissFlow is worth considering. As one of the top business process automation platforms for 2024, KissFlow stands out for its simplicity and versatility, making it an excellent choice for businesses of various sizes and industries.

Versatile Suite with Over 50 Applications

KissFlow offers a comprehensive suite with over 50 pre-built applications that cater to a multitude of your business needs. Whether you need to manage vendor payments, handle purchase orders, streamline employee onboarding, or even process mileage reimbursements, KissFlow has you covered. This versatility means you can automate a wide range of tasks, freeing up your team to focus on innovation and growth.

Customizable Applications for Business-Specific Needs

What sets KissFlow apart from other business process automation platforms is its high degree of customization. You and your team can modify the pre-built applications to better suit your unique business processes. This feature empowers you to design an automation system that aligns closely with your operational needs, improving efficiency and productivity.

SaaS Integration and Multi-Language Support

As a collaboration suite, KissFlow offers impressive integration capabilities. It supports Zapier-assisted SaaS integration, allowing you to connect to a variety of other software tools. This compatibility with other platforms is crucial for ensuring smooth, seamless automation across your business operations.

Moreover, KissFlow offers multi-language support, making it a globally friendly platform. This feature is particularly useful for businesses with international teams or clientele, enhancing communication and usability.

Unlimited Application Creation

One of the main selling points of KissFlow is its offer of unlimited application creation. This means there are no limits to how many applications an end-user can create, giving you the freedom to automate as many tasks as needed. This feature allows your business to scale its automation efforts as it grows, ensuring you always have the tools necessary to maintain efficiency.

At Anthem CRM, we understand the value of tools like KissFlow in automating and improving business processes. We’re committed to providing software solutions that integrate seamlessly with platforms like KissFlow, to deliver a robust, comprehensive automation system for your business. Choosing the right business process automation platform is a long-term investment. Opt for a tool that can adapt to your evolving business needs and grow with your company.

Hootsuite: The Social Media Management Automation Tool with Wide Network Integrations

In the constantly evolving digital landscape, managing multiple social media accounts can be daunting. As a business owner, you need a tool that allows you to engage with your audience across various platforms without getting overwhelmed. This is where Hootsuite comes into play.

Hootsuite: Your Social Media Management Companion

Hootsuite is known for its wide range of social network integrations. It has a user-friendly interface that enables quick onboarding, allowing you to connect multiple social media accounts, including YouTube, in no time. If your organization communicates across numerous social networks, Hootsuite could be the ideal solution for you.

What sets Hootsuite apart from other business process automation platforms is its compatibility with over 150 apps available on the Hootsuite App Discovery store. This feature makes Hootsuite one of the most comprehensive social media management tools on the market.

Customizable Integrations Through Hootsuite API

Another standout feature of Hootsuite is the ability to enhance interoperability through the Hootsuite API. This allows you to customize your integrations, thus gaining more control over your social media management strategies.

Why Choose Hootsuite?

Hootsuite not only simplifies social media management but also helps automate it. This means you can schedule posts, monitor conversations, and track performance across multiple social media platforms from a single dashboard. This capability can save you significant time, enabling you to focus more on strategic initiatives.

Here at Anthem CRM, we understand the importance of social media engagement in today’s business world. That’s why we advocate for tools like Hootsuite that can streamline and automate your social media management tasks.

In the next section, we will cover Basecamp, an online collaboration tool that goes beyond project management to facilitate task tracking in a remote working environment.

Basecamp: The Online Collaboration Tool for Tracking Deadlines and Tasks

Transitioning to a remote work environment can be a challenging process, especially when it comes to managing tasks, deadlines, and team communication. This is where Basecamp, one of the leading business process automation platforms, shines.

Basecamp: More Than Just a Project Management Tool

While many know Basecamp as a project management tool, it offers a lot more than that. Our research shows that it excels in facilitating online collaboration, a crucial aspect of remote work. It works as a virtual hub for your teams, enabling seamless communication and collaboration no matter where your team members are located.

The platform supports a wide variety of integrations, making it a flexible solution for diverse business needs. It features robust tracking capabilities, enabling you to keep tabs on tasks, deadlines, files, announcements, and discussions.

Who Should Use Basecamp?

If your organization communicates and collaborates on a large number of projects or tasks, Basecamp can be an invaluable tool. It is particularly helpful in a remote working environment where physical meetings and discussions are not possible.

While it does not primarily focus on project management, it excels in discussion management, which can help expedite projects and improve team productivity.

How Does Basecamp Fit into Business Process Automation?

In the context of business process automation, Basecamp can automate task assignment and tracking, thus reducing the time and effort spent on manual task management. It also enables real-time updates and notifications, ensuring that everyone in the team is on the same page.

Our Verdict on Basecamp

In our view, Basecamp is a robust and agile tool that can significantly improve your team’s productivity and efficiency. It’s a great addition to your toolbox if you’re looking to automate your business processes, especially in a remote working environment.

In the following section, we will explore Comindware Tracker, a customizable SaaS platform designed for comprehensive management. Our aim is to help you understand how different business process automation platforms can cater to various business needs, so you can make an informed decision about the tools that are right for your organization.

Comindware Tracker: The Customizable SaaS Platform for Comprehensive Management

For small businesses seeking a comprehensive management solution, Comindware Tracker stands out as a robust choice among business process automation platforms. This SaaS platform is designed to streamline different management areas, including project management, workflow management, HR management, and more.

Key Features and Benefits

One of the highlighting features of Comindware Tracker is its customizability. Every feature can be tailored to meet the unique needs of your business. For instance, it comes with a Graphical Workflow Builder that allows you to design and customize workflows using a simple drag-and-drop interface, making it easy even for non-tech savvy users.

Another significant feature is its issue tracking capability. This tool makes it simple to follow up on critical alerts about customers, vendors, and partners, helping your business stay on top of any potential issues before they escalate.

Comindware Tracker also includes a Human Resources Management (HRM) module. This feature is particularly useful for managing hiring, vacations, employee transfers, warnings, and termination, thereby making HR tasks more efficient.

Who Can Benefit?

Comindware Tracker is an excellent choice for businesses that deal with complex processes across various management areas. If your business needs to automate tasks across HR, project management, and workflow management, this platform could be an ideal fit.

Integration and Interoperability

Just like Anthem CRM, Comindware Tracker supports integration with numerous third-party apps. This means you can seamlessly connect it with your existing systems, reducing redundancy and improving workflow efficiency.

In conclusion, Comindware Tracker is a feature-rich and customizable business process automation platform that can handle diverse management needs. Its comprehensive management capabilities make it a valuable tool for businesses looking to streamline their operations and increase efficiency.

In the next section, we’ll look at Laserfiche, an AI-driven platform offering innovative solutions for content management.

Laserfiche: The Content Management Platform with AI-Driven Workflows

Continuing our exploration of top business process automation platforms for 2024, let’s focus on Laserfiche. This platform stands out for its robust AI capabilities and innovative solutions for content management.

Harnessing AI for Streamlined Workflows

In today’s fast-paced business world, managing and organizing vast amounts of content can be a significant challenge. That’s where Laserfiche comes in. It leverages AI to streamline workflows and provide insightful analytics. This empowers businesses to handle their content more efficiently and make data-driven decisions.

The platform’s AI capabilities can analyze patterns in data, learn from them, and adapt processes in real-time. This helps to increase efficiency, reduce errors, and significantly improve the customer experience.

Designed for Content Management

Laserfiche shines in its primary role as a content management system. It offers innovative solutions that simplify the complexities of managing and organizing content. Its features allow businesses to easily store, retrieve, and manage documents in a secure environment.

From Content to Insight

One of the standout features of Laserfiche is its ability to transform content into insights. It doesn’t just help businesses manage their content—it also enables them to extract valuable insights from it. These insights can be used to improve processes, make informed decisions, and drive business growth.

A Future-Proof Investment

As we at Anthem CRM look into the future of process automation, we see technologies like AI playing a significant role. Platforms like Laserfiche that already utilize these technologies are well-positioned to adapt to future changes and deliver maximum value.

In conclusion, Laserfiche is a powerful business process automation platform with a focus on content management. Its AI-driven workflows and insightful analytics make it a top choice for businesses looking to harness the power of their content.

Stay with us as we explore another exciting platform, Quu, which provides unique automation solutions for businesses focusing on content research and marketing.

Quu: Automating Content Research and Marketing with High-Quality Alerts

If you’re a small business owner who spends significant time and effort on content research and marketing, Quu could be the game-changer you’ve been looking for. Famed for its innovative approach to content automation, Quu takes the hassle out of content research, ensuring your marketing efforts are both efficient and effective.

Customized Content Alerts

One of Quu’s standout features is its ability to automate the process of finding relevant content for your target audience. We all know how time-consuming content research can be. Quu simplifies this by sending you daily alerts of high-quality content in your chosen niche. These alerts include links to articles, podcasts, videos, blog posts, and more, making it easier than ever to keep your content fresh and engaging.

Three Options for Content

Users of Quu have three options for their content: Hand-curated, Discovery, and Pods by Quu. Each option is tailored to different needs, giving you the flexibility to choose the one that suits your business best. Once you’ve received your content, you can further streamline your marketing efforts by using a tool like Hootsuite to schedule your posts.

The Power of Automation

Arguably, the most impressive aspect of Quu is its ability to automate a typically time-consuming process. By taking care of content research and marketing, Quu allows you to focus on other important aspects of your business. This is a shining example of how business process automation platforms can transform the way you operate, leading to increased efficiency and productivity.

At Anthem CRM, we understand the value of automation. We’ve seen firsthand how it can drive growth and improve efficiency. Whether you’re looking to automate customer relations, streamline your business with automation software, or seeking comprehensive reporting tools for small businesses, we’re here to help every step of the way.

Stay tuned as we delve into the next platform on our list, TrackVia, which offers a unique approach to managing mobile workflows. Choosing the right automation platform is crucial to enhancing your productivity and ultimately, your success.

TrackVia: The Low-Code Development Platform for Managing Mobile Workflows

When it comes to managing mobile workflows, TrackVia stands out among business process automation platforms. This robust tool takes a unique approach to ensuring seamless operations, particularly in the mobile workspace.

TrackVia operates on a low-code development platform, which makes it accessible and user-friendly. Even if you do not have extensive coding knowledge, you can easily build and deploy enterprise-class applications that run on mobile, tablet, or web. This feature aligns with our belief at Anthem CRM that automation tools should be easy to use, adaptable, and grow with your business.

One of the standout features of TrackVia is its responsive dashboards. These dashboards offer real-time data access and centralized control, providing you an overview of your operations at a glance. Whether you’re tracking sales performance or managing contact information, having this data readily available can significantly improve decision-making processes.

Remember the real-world example of Primanti Brothers restaurant chain from our previous post? They managed to save 2,000 hours of manual work per year by automating their daily sales and labor reporting. With TrackVia’s comprehensive reporting tools, you too can achieve such efficiency gains. These tools can help you uncover insights, track performance, and make data-driven decisions.

Another noteworthy aspect of TrackVia is its integration capabilities. The platform can integrate with popular tools your business already uses, making it a comprehensive solution for process automation. At Anthem CRM, we understand the importance of seamless integration in ensuring smooth operations, and TrackVia delivers on this front.

Choosing the right platform for your business can significantly impact efficiency and growth. As the landscape of business process automation platforms continues to evolve, having a tool like TrackVia that is adaptable and grows with your company can prove to be a valuable investment.

In the next section, we will guide you on how to choose the right business process automation platform for your business. We’ll discuss understanding your business needs and goals, evaluating the features and capabilities of different platforms, considering integration capabilities with existing systems, and assessing the cost and value for money.

How to Choose the Right Business Process Automation Platform for Your Business

Choosing the right business process automation platform is not a one-size-fits-all solution. It’s a critical decision that can significantly impact your operations, efficiency, and productivity. At Anthem CRM, we understand that every business is unique. Therefore, we’ve compiled a simple guide to help you navigate this process successfully.

Define Your Automation Goals

Firstly, you must have a clear understanding of what you want to achieve with automation. Do you want to speed up document reviews, reduce manual processes, or improve workflows? Are you looking to streamline complex tasks or automate simple repetitive ones? By clearly defining your automation goals, you ensure that you pick a platform that aligns with your business objectives.

Identify Key Processes for Automation

Next, identify the business processes that you want to automate. These can be tasks that consume a lot of time and resources or complex processes prone to human error. Once these processes are identified, you can ensure that the software you choose has the capabilities to handle them.

Evaluate Features and Capabilities

A robust platform should offer a range of features and capabilities. Consider aspects like AI integration, low-code or no-code tools, and the ability to monitor progress and identify bottlenecks. For instance, Microsoft Power Automate provides a low-code visual interface for creating workflows but is limited to the MS Office environment. On the other hand, a platform like Flokzu offers cloud-based workflow automation but may lack customization features.

Additionally, check if the platform can integrate with your existing systems and applications. This will help you avoid duplication and streamline processes across different platforms.

Assess Cost and Value for Money

Lastly, consider the cost of the platform and whether it provides value for money. This includes not only the initial purchase price but also any additional costs for licenses and software purchases. Make sure the platform you choose is within your budget and offers a return on investment in terms of efficiency, productivity, and improved workflows.

Choosing the right business process automation platform is about empowering your business with the right tools at the right time. It’s not just about buying software. At Anthem CRM, we can help you navigate these choices and find the perfect solution for your business. Visit our business automation software page for more insights.

Understanding Your Business Needs and Goals

While the business process automation platforms available today are powerful and versatile, your unique business needs and objectives should be the guiding factors in your selection process. As we say at Anthem CRM, it’s not just about the software, it’s about finding the right fit for your business.

Identifying Your Business Needs

The first step is to identify the specific tasks or processes that you want to automate. This could be anything from customer management and sales reporting to document approvals and project management. The key here is to focus on tasks that are repetitive, time-consuming, and crucial to your business operations. For example, if your business constantly experiences bottlenecks in project management, you might need a platform that can help with task automation and progress monitoring.

Setting Clear Goals

Next, set clear goals for what you aim to achieve with automation. This could be reducing manual errors, speeding up document review and approval, or increasing operational efficiency. Setting clear goals will provide a benchmark against which you can evaluate the effectiveness of different platforms.

The goal of automation is not to replace human input entirely, but to make processes more efficient and accurate. As a survey indicates, approximately 70% of workers believe that the biggest opportunity of automation is in reducing time spent on manual, repetitive work.

Long-term Investment

Lastly, consider your choice of business process automation platform as a long-term investment. You want a solution that can adapt to your changing business needs and grow with your company. You don’t want to invest in a platform that becomes obsolete or unhelpful as your business expands. It’s crucial to select a platform that offers scalability and flexibility, allowing you to add or modify features as your business evolves.

In the next section, we’ll delve into the features and capabilities of different platforms, and how you can evaluate them based on your business needs and goals. At Anthem CRM, we’re committed to helping you make the best decision for your business. We believe in empowering businesses to automate processes, making them more efficient, less error-prone, and more manageable.

Evaluating the Features and Capabilities of Different Platforms

When it comes to business process automation platforms, you’ll find a wide variety of features and capabilities. Your challenge is to identify which ones align best with your business needs and goals. This is not just about ticking off a checklist of features – it’s about enabling more streamlined operations, improved workflows and better decision-making for your business.

Integration Capabilities

Your business likely uses various systems and applications in its daily operations. To avoid redundancy and inefficiency, you should choose a platform that integrates smoothly with your existing systems. This ensures seamless data exchange across different platforms, enhancing your overall process efficiency. Platforms like Asana and ProcessMaker offer robust integration capabilities, making them excellent choices for businesses with diverse software ecosystems.

Analytics and Reporting Tools

Data-driven decision-making is key to business success. Platforms with robust analytics features can help you monitor performance and identify areas for improvement. A good BPA platform should provide you with easy-to-understand dashboards and reporting functionalities. For example, KissFlow offers customizable applications with robust reporting tools that can be tailored to your business needs.

Compliance Features

Compliance with industry regulations is critical. Choose a platform that supports your compliance efforts by enabling automation of processes that adhere to regulatory requirements. Tools like ActiveBatch offer features like event-driven architecture and flexible task scheduling, allowing you to design workflows that meet regulatory standards.

Ease of Use

A BPA platform should be user-friendly, even for non-technical team members. This is particularly important for small businesses that may not have a dedicated IT team. Platforms like Basecamp are known for their intuitive user interfaces, making them a popular choice for businesses of all sizes.

Scalability and Future-Proofing

Your BPA platform is a long-term investment. It should be able to adapt and scale with your business as it grows. There’s nothing worse than investing in a software that becomes obsolete as your business expands. Therefore, look for platforms that offer scalability and continuous updates, like TrackVia.

At Anthem CRM, our platform meets all these criteria, offering robust integration capabilities, comprehensive reporting tools, compliance support, an intuitive interface, and scalability. We understand that every business has unique needs and we are committed to providing a solution that adapts to your evolving requirements. We invite you to explore our features and see how we can help streamline your business processes.

Considering the Integration Capabilities with Existing Systems

When you’re in the market for business process automation platforms, one key aspect you need to consider is how well the platform integrates with your existing systems. You want a solution that seamlessly works with the tools you currently use, minimizing disruption and maximizing efficiency.

At Anthem CRM, we understand the importance of cohesive operations. That’s why our platform is designed to easily connect with a variety of systems, including Excel, Gmail, Slack, and social media platforms, among others. This integration capability prevents the creation of data silos and compatibility issues, fostering a more efficient workflow.

For instance, a platform that integrates with your Customer Relationship Management (CRM) system can significantly enhance customer service by providing a centralized platform to manage customer information and interactions. This allows for a more streamlined, responsive service that can boost customer satisfaction and loyalty.

Moreover, you should also consider how the business process automation platform integrates with your databases and other applications. A platform that enables the exchange of data across different systems can streamline operations that might involve multiple systems, making your business processes more efficient and effective.

The goal of automation is not to replace your existing systems, but rather to enhance them. Therefore, the ability of your chosen platform to integrate seamlessly with your existing systems is paramount. At Anthem CRM, we are committed to providing a platform that not only meets your current needs but also grows with your business, ensuring that it remains a valuable tool in your operations for the long term.

In conclusion, while there are many factors to consider when choosing a business process automation platform, the ability to integrate with existing systems is a critical one. It is a feature that can significantly impact the effectiveness and efficiency of your business operations.

Assessing the Cost and Value for Money

When it comes to investing in business process automation platforms, it’s not just about the price tag. It’s about the value you get for your money. Here, we’ll guide you on how to assess the cost and understand the value for money of different platforms.

Understanding Pricing Structures

Most platforms typically follow a subscription-based pricing model, charging on a per-user, per-month basis. Prices can range from $15-20/user/month for starter tiers with 20-100 users, to $5-15/user/month for enterprise tiers with thousands of users as seen in TrustRadius. This cost structure allows you to scale the platform as your business grows.

Long-Term Investment Perspective

Purchasing a business process automation platform is a long-term investment. The initial cost may seem high, but the long-term gains in efficiency, productivity, and cost savings can far outweigh the upfront expense.

Evaluating the Return on Investment (ROI)

To truly assess the value for money, you need to calculate the return on investment. This involves comparing the cost of the platform to the benefits it brings. For example, if the platform automates a process that took 10 hours per week, that’s 520 hours of work saved in a year. If you value your time at $50 an hour, the platform would save you $26,000 a year.

Real-World Success Stories

Real-world success stories can also be a good indicator of the value for money a platform can provide. For instance, TD Ameritrade, by implementing automation, managed to reduce the time to open a new account by an impressive 70%. This not only improved their efficiency but also enhanced the customer experience. Another example is the restaurant chain Primanti Brothers which, by automating their daily sales and labor reporting, saved 2,000 hours of manual work per year Anthem CRM.


In the end, the best value for money comes from a platform that meets your specific business needs, integrates seamlessly with your existing systems, and provides a significant return on investment. At Anthem CRM, we understand every business is unique. We’re committed to helping you find the right business process automation platform that delivers the best value for your investment and sets your business up for success in 2024.

Conclusion: Embracing Automation for Business Success in 2024

The transformative power of automation cannot be overstated. By integrating business process automation platforms into your operations, you can streamline tasks, boost efficiency, and unlock your business’s full potential. It’s not just about saving time and reducing costs anymore—it’s about redefining how we work and driving innovation.

Adopting a process automation platform is a continuous journey, not a one-off event. It involves identifying repetitive tasks, implementing the right automation tools, and refining business processes to maximize efficiency. It’s about fostering an automation culture in your workplace, where every team member understands the value of these platforms and actively seeks ways to automate their tasks.

Automation is not about replacing humans, but augmenting human abilities. It’s about freeing your team from mundane and repetitive tasks, enabling them to focus on tasks that require human creativity and strategic thinking—tasks that drive growth and innovation.

At Anthem CRM, we strongly believe in the transformative power of automation. We’ve designed our software with robust automation features that streamline your business operations and enhance customer experience. We’re here to guide you in choosing the right automation tools for your business, setting your automation targets, and tracking your results.

With Anthem CRM, you’re not just getting a tool; you’re partnering with a team committed to your business success. As a small business owner, embracing a process automation platform can provide your business with the competitive edge it needs to thrive in today’s digital landscape.

So, are you ready to join the automation revolution and drive your business towards a more efficient future? We’re here to assist you every step of the way. Let’s automate, innovate, and elevate together.

For further reading on how our platform can help streamline your business operations, check out these articles on Streamlining Your Business with Automation Software and Automating Customer Relations in a Small Business.

We hope this guide has given you valuable insights into the top business process automation platforms for 2024 and how they can help your business thrive. The road to automation is a journey, and we at Anthem CRM are here to accompany you every step of the way. Here’s to a more efficient and innovative future for your business!

business process automation platforms - business process automation platforms