The Complete Guide to Process Automation Software Options

Introduction to Process Automation Software

Have you ever wondered how much time and resources your business loses in managing routine tasks each day? This inefficiency can hurt your business, especially in the fast-paced and competitive tech industry. Process Automation Software might just be the key solution you need.

Process Automation Software allows businesses to automate repetitive tasks and streamline their processes using technology. We at Anthem CRM like to think of it as giving your business a digital makeover, taking away the mundane manual tasks and leaving you more time to focus on the tasks that need your attention the most.

To give you a clearer picture, process automation can be leveraged in various forms like AI-powered automation, Robotic Process Automation (RPA), Workflow Automation, and Business Process Automation (BPA). Each of these types is specifically designed to cater to different business needs and tasks, be it managing customer retention activities, tracking sales performance, or improving customer service.

In this comprehensive guide, we will unfold the plethora of process automation software options available, dive into their working, and impart an understanding of which might be the best fit for your unique business needs.

Here is a quick glance at the top Process Automation Software options:

SoftwareKey Feature
AsanaTask & Project Management
ProcessMakerWorkflow & Business Process Management
ActiveBatchAutomating Complex Business Processes
KissFlowVendor Payments & Employee Onboarding
HootsuiteAutomating Social Media Management
BasecampOnline Collaboration & Task Tracking

A comparative infographic on top Process Automation Software - process automation software infographic pillar-4-steps

As you read further, we will go into the details of these software options, discern the benefits of using process automation, share real-world examples of successful implementations, and look into the future prospects of this innovative technology. Let’s delve into process automation together!

Understanding Process Automation Software

What is Process Automation Software?

Process automation software is a digital solution that helps businesses automate routine, structured tasks to increase efficiency and productivity. This type of software employs various technologies to establish and execute precisely-defined procedures, or in other words, process workflows. With the application of process automation software, businesses can systematically carry out tasks like data entry, form filling, order processing, marketing campaigns, or customer service inquiries, to name a few.

At Anthem CRM, we’ve seen how software like UiPath, Microsoft Power Automate, IBM Robotic Process Automation, and Automation Anywhere are setting the standard, making process automation increasingly accessible, efficient, and cost-effective.

How Does Process Automation Software Work?

Process automation software works by leveraging technologies such as Robotic Process Automation (RPA) and artificial intelligence (AI) to automate repetitive tasks. It operates like a virtual assistant, taking over mundane tasks, and interacting with multiple software applications.

For example, think of RPA as a virtual employee who can work tirelessly around the clock, taking care of monotonous tasks. This technology employs software robots or AI to automate tasks that were previously performed by humans. By using RPA, businesses can accelerate their digital transformation efforts, freeing up their human workforce to focus on more strategic and complex tasks.

The Importance of Process Automation Software in Business

Process automation software plays a critical role in today’s business landscape. It helps businesses to reduce errors, improve speed, free up precious time for staff, and offer seamless integration. This digital transformation can accelerate business operations and liberate businesses from tedious manual tasks.

Moreover, task automation software can help streamline project tasks and milestones, keeping everyone in the loop. It can collect and analyze data to improve performance over time, and automatically assign tasks based on employee strengths, leading to an overall boost in employee motivation and productivity.

Process automation software is not just a technological tool—it’s a strategic partner that helps businesses stay ahead in a competitive market. It’s a necessity for businesses aiming to achieve long-term success and sustainable growth.

At Anthem CRM, we understand that selecting the right process automation software from a sea of options isn’t always straightforward. That’s why we provide in-depth comparisons to simplify your decision-making process. This guide aims to help you navigate through the fascinating world of process automation software and make an informed choice that suits your business needs.

Different Types of Process Automation Software

The world of process automation software is vast and diverse. There are numerous types of software designed to cater to different business needs. Let’s explore the four main types of process automation software: Robotic Process Automation (RPA) Software, Business Process Automation (BPA) Software, Workflow Automation Software, and AI-Powered Automation Software.

Robotic Process Automation (RPA) Software

Robotic Process Automation (RPA) is the technology that allows software robots or ‘bots’ to mimic human actions and interact with software applications. It’s designed to automate repetitive, rule-based tasks. One of the main strengths of RPA is its ability to integrate with multiple software applications and perform high-volume processes, freeing up your team’s time for more strategic tasks.

For instance, RPA can be used to transfer data between systems, fill out forms, or generate reports. This accelerates your business’ digital transformation efforts significantly. Some of the popular RPA tools include UiPath, Blue Prism, and Automation Anywhere.

Business Process Automation (BPA) Software

Business Process Automation (BPA) refers to the broader concept of automating business processes using technology. This type of software uses a variety of techniques and tools to streamline and optimize workflows, improving efficiency and productivity. BPA can include RPA as a subset, but it also covers a broader range of automation capabilities.

Examples of BPA tools include Microsoft Power Automate, Process Street, and our own solution at Anthem CRM, designed to cater to your unique business needs.

Workflow Automation Software

Workflow Automation Software is a tool that helps design, execute, and monitor workflows. It ensures tasks are completed in a predefined sequence and that approvals are obtained efficiently. This type of software can significantly improve your workflow management, making your operation smoother and more efficient.

Using this kind of software can lead to improved workflows by ensuring tasks are completed in the correct sequence and that handoffs between departments are smooth. Your customer support team, for instance, can use this software to handle customer inquiries more efficiently.

AI-Powered Automation Software

The last type we’ll cover is AI-Powered Automation Software. This advanced technology goes a step further than RPA by integrating artificial intelligence (AI) and machine learning (ML) into the automation process. This allows for the automation of more complex tasks that involve decision-making and problem-solving.

For example, an AI-powered tool can be programmed to sort incoming customer emails based on specific keywords, ensuring each email is attended to promptly and accurately. This type of tool can significantly enhance customer service. Moreover, AI-powered automation can also be used to predict future trends and make strategic decisions based on real-time data.

At Anthem CRM, we specialize in providing intelligent automation solutions that incorporate elements of both RPA and AI, tailored to meet your business’s unique needs.

Understanding these types of process automation software can help you make an informed decision about which solution is right for your business. The key is to align your choice of software with your specific automation goals, whether that’s to speed up document reviews, reduce manual processes, or improve workflows. In the next section, we will explore some of the top process automation software options available.

Top Process Automation Software Options

Just as there are many different types of businesses and processes, there is a wide range of process automation software to match. To help you make the most informed decision, we’ve rounded up ten of the top contenders.


Asana is a project management tool that excels at streamlining workflows. It’s designed with both managers and workers in mind, offering task scheduling, prioritization, and automation. Asana ensures every team member is on the same page with features like shared team calendars, task schedulers, and report dashboards. Its robust security features like SSO and 2FA safeguard your data.


ProcessMaker is an intelligent low-code BPM and BPA platform aiming at Hyper-Productivity. It’s scalable, making it a perfect fit for businesses of all sizes. ProcessMaker uses generative AI to simplify and speed up process design, allowing you to automate repetitive tasks in seconds. It also offers free trials for a hands-on experience of its capabilities.


ActiveBatch is a low-code platform that orchestrates automated workflows. It’s designed with an event-driven architecture to support various triggers like message queues and emails. It offers flexible task scheduling and integrates with systems like ServiceNow, making it a comprehensive solution for process automation.


For a lightweight and customizable approach to BPA, we recommend KissFlow. It hosts over 50 applications for managing various tasks, and users can customize these apps to their needs. It also offers SaaS integration with Zapier support and multi-language capability.


Hootsuite is a unique process automation solution for businesses focusing on enhancing their social media presence. It allows you to automate social media management tasks, freeing up time for other crucial business operations.


For efficient online collaboration and task tracking, consider Basecamp. It brings everyone together, making it easier for teams to collaborate, share ideas, and monitor project progress.

Comindware Tracker

Comindware Tracker is a customizable SaaS platform designed to meet various management needs. It offers solutions for task, project, and process management, making it a versatile choice for any business.


Laserfiche is an AI-driven platform offering innovative solutions for content management. It streamlines workflows and provides insightful analytics, helping you make data-driven decisions.


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.


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.

Each of these process automation software options has its strengths and unique features. Your choice should align with your business’s specific needs and goals. By choosing the right tool, you can streamline your business operations and unlock new levels of productivity and efficiency.

Benefits of Using Process Automation Software

Investing in process automation software can revolutionize your business operations, leading to a multitude of benefits. Let’s delve into the key advantages that come with this innovative technology.

Increased Efficiency and Productivity

One of the most significant benefits of process automation software is the increased efficiency and productivity it offers. Routine tasks that would take hours to complete manually can be executed in a fraction of the time with automation. For instance, document review and approval processes can be expedited, reducing the time spent circulating documents among team members and stakeholders for necessary approvals. By freeing up staff time from repetitive tasks, you can focus more on strategic initiatives that drive your business forward.

Reduced Errors and Improved Accuracy

Accuracy is paramount in any business operation. Process automation software, unlike humans, can perform tasks with remarkable precision and consistency. This is particularly valuable for businesses dealing with large volumes of data or sensitive information, where errors can have serious ramifications. By automating tasks, you significantly reduce the risk of human error, enhancing the quality and accuracy of your operations.

Enhanced Customer Experience

In today’s competitive market, delivering an exceptional customer experience is crucial. Automation software can help you achieve this by streamlining marketing tasks and increasing efficiency. With automation, you can quickly respond to customer inquiries, process orders faster, and deliver superior service, leading to higher customer satisfaction and loyalty to your brand. Furthermore, it allows for personalized customer interactions, using data-driven insights to create tailored marketing strategies that resonate with your audience.

Streamlined Workflow Management

Process automation software can optimize workflows by ensuring tasks are completed in the correct sequence and that handoffs between departments are smooth. This fosters a more transparent and efficient workflow where all team members have real-time visibility into the status of various tasks and processes. This transparency not only enhances accountability and collaboration among team members but also promotes a more efficient work environment.

Improved Decision-Making Process

By incorporating process automation software into your operations, you’re equipping your business with a data-driven approach that can inform strategic decisions. Through the software’s analytics features, you can monitor performance, identify bottlenecks, and optimize operations. This wealth of data can be a game-changer for your business, enabling you to make informed decisions that drive business growth and improvement.

At Anthem CRM, we understand the value that process automation software can bring to your business. Our platform offers these benefits and more, helping businesses like yours streamline processes, boost efficiency, and improve customer experiences. Let us help you achieve your business goals with our innovative process automation solutions.

Real-World Examples of Successful Automation Implementations

Implementing process automation software can lead to significant improvements in business operations, customer experience, and overall efficiency. To demonstrate the tangible benefits of these systems, let’s take a look at three real-world examples of businesses that have successfully adopted process automation strategies.

TD Ameritrade’s Account Opening Process

TD Ameritrade, a leading figure in the financial services industry, has showcased how process automation can significantly accelerate business processes. By implementing process automation software, they were able to streamline their customer account processes, resulting in an impressive 70% reduction in the time taken to open a new account. This increase in efficiency not only saved time but also greatly enhanced the customer experience, making it easier and quicker for customers to start trading. This example clearly underscores the potential of automation to streamline operations and improve the customer journey.

BlueShore Financial’s Lending Volumes

Our next example, BlueShore Financial, illustrates the power of automation in handling increased volumes of work without escalating labor costs. Through a strategic decision to automate their client experiences and operational processes, BlueShore Financial achieved a staggering 250% increase in lending volumes without the need for additional hires. This case study demonstrates how automation can enable businesses to expand their operations and handle increased workloads more efficiently.

Primanti Brothers’ Automated Reporting

Lastly, the popular restaurant chain Primanti Brothers has also reaped the benefits of automation. By automating their daily sales and labor reporting, they saved an impressive 2,000 hours of manual work per year. This significant reduction in tedious tasks allowed them to redirect their resources to strategic initiatives that drive business growth.

These examples not only demonstrate the benefits of leveraging a business automation platform, but they also show how businesses across various industries can utilize automation to streamline processes, increase efficiency, and enhance customer experiences.

At Anthem CRM, we’re committed to helping you unlock these benefits to drive growth and improve efficiency. Our process automation software integrates seamlessly with your existing workflows, providing you with the tools to make faster, repeatable decisions, eliminate process inefficiencies, and maximize automation outcomes.

Future Prospects of Process Automation Software

As we look towards the future, the landscape of process automation software is evolving rapidly. Emerging technologies such as predictive approaches, tech-infused workflows, and artificial intelligence (AI) are redefining the way businesses operate and serve their customers. Let’s delve into these promising advancements.

Predictive Approaches and Process Mining Tools

Predictive approaches are the future of process automation. They leverage data and AI to anticipate future outcomes and trends, allowing businesses to plan proactively. Imagine a scenario where your process automation software predicts a surge in customer service requests based on historical data and trends, and then automatically allocates additional resources to handle the increased demand.

Moreover, process mining tools can help understand business processes better by visualizing how work is done and identifying areas for improvement. These tools can uncover hidden inefficiencies, helping businesses to streamline operations and improve efficiency. At Anthem CRM, we’re actively exploring these predictive approaches and process mining tools to help our clients stay ahead of the curve.

Tech-Infused Workflows for Data-Driven Innovation

Tech-infused workflows are another exciting prospect in the realm of process automation software. These workflows incorporate AI, machine learning, and process mining tools to analyze patterns, learn from data, and adapt processes in real time. The result is a significant increase in efficiency, reduced errors, and an enhanced customer experience.

For instance, consider IBM’s application of tech-infused workflows that led to increased client satisfaction and engagement. Similarly, we at Anthem CRM are committed to integrating similar tech-infused workflows into our process automation software to provide our clients with seamless, innovative solutions.

The Role of AI in Reimagining Business Processes

AI is not just a buzzword; it’s a catalyst for change in process automation software. AI has the potential to automate complex processes that require decision making and learning from past experiences. This is made possible through machine learning algorithms that can learn from data, predict outcomes, and make informed decisions.

Consider the example of AI-enabled ship design, where these technologies have reimagined the entire process. We at Anthem CRM are excited about the potential of AI and are continuously exploring ways to leverage it for reimagining business processes.

In conclusion, the future of process automation software holds immense promise, with technological advancements leading the way. As a business owner, staying updated with these developments can ensure that you harness the full potential of process automation software, leading to increased efficiency, improved customer service, and a competitive edge in the market.

Conclusion: Choosing the Right Process Automation Software for Your Business

As we’ve explored in this guide, the landscape of process automation software is vast and varied. But remember, the most important factor in your selection process should be the alignment with your business needs and objectives. Here are some steps to take when choosing the right process automation software for your business.

Understand Your Business Needs

Start by identifying your business needs and automation goals. Whether you aim to streamline repetitive tasks, reduce manual processes, or improve workflows, your goals should guide your choice of software. This ensures you pick a platform that aligns with your business objectives.

Evaluate Software Features

Examine the features of the software options you are considering. Look for solutions that offer Robotic Process Automation (RPA), native integrations with platforms you use, scalability, and a user-friendly interface. The more intuitive the solution, the faster you’ll see value from it.

Consider the Size and Nature of Your Business

The size and nature of your business will influence your choice. If you’re a small business, a user-friendly tool that integrates well with existing systems may be ideal. Larger organizations may require robust solutions capable of handling complex operations and vast amounts of data.

At Anthem CRM, we understand the importance of choosing the right process automation software. That’s why we offer solutions that are customizable, scalable, and user-friendly to help businesses of all sizes streamline operations, save time, and increase productivity.

In the end, the right process automation software should empower your business, not complicate it. So take the time to research, ask questions, and even test out different software options before making your final decision. It’s not just about buying software; it’s about improving your business operations and achieving your objectives.

Choosing the right process automation software - process automation software

Embrace the power of automation with the right software and unlock the full potential of your business. The future of your business depends on the decisions you make today, so choose wisely.