--- title: "Work-Relay Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Work-Relay Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/214162/Work-Relay/" page_type: "product" language: "en" --- # Work-Relay Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Work-Relay ## What is Work-Relay? Work-Relay accelerates order fulfillment. Work-Relay is a comprehensive, Salesforce-native application (like CRM) to coordinate and accelerate complex business operations, such as Order Fulfillment. With Work-Relay organizations define the steps to reach objectives (manage orders), and ensure steps are coordinated in the right sequence, with the right resources, in the right amount of time. ## What is Work-Relay used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Order Management](https://www.capterra.com/order-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $80 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Work-Relay?[Manage this product listing](https://www.g2.com/products/neostella-work-relay/claim_requests/new?auto=true) ## Work-Relay Overview Updated September 2026 AI summary Work-Relay is a cloud-based solution for midsize and enterprise organizations seeking to manage projects and automate complex business processes, particularly those using Salesforce. It offers project planning, workflow management, Gantt and Kanban views, resource allocation, and document management. Notably, it features a graphical workflow editor and rules-based automation, with integration to Salesforce Sales Cloud. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Work-Relay 4.5 (4) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $80 Other, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.5 (6,068) Value For Money 4.7 (3) Value For Money 4.3 (4,685) Customer Service 5.0 (4) Customer Service 4.4 (4,478) ## Work-Relay alternatives [4.6 (37)](https://www.capterra.com/p/132576/Screendragon/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [Jira](https://www.capterra.com/p/19319/JIRA/) [4.4 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/19319/JIRA/) [Trello](https://www.capterra.com/p/211559/Trello/) [4.5 (23,619)](https://www.capterra.com/p/211559/Trello/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211559/Trello/) ## FAQs about Work-Relay Overview ### What company size and specific industries is Work-Relay built for? Work-Relay is designed for organizations of any size that run time-sensitive, complex business processes and repetitive projects on Salesforce, especially teams that face delays, errors, and wasted time between process steps. It is best suited to businesses that rely on Salesforce for operational workflows rather than a specific industry. Features and Usability ### What are the key features of Work-Relay? Work-Relay offers business process automation, workflow management, and configurable workflows with a graphical workflow editor and rules-based workflow. Core project features include task management, Gantt/timeline view, Kanban board, milestone tracking, and resource allocation. It also includes approval process control, audit trail, reporting/analytics, document management, and role-based permissions. Integrations ### Which third-party tools and platforms does Work-Relay integrate with? Work-Relay integrates with Salesforce Sales Cloud. This connection supports project management workflows tied to Salesforce data and processes. No other third-party tools or platforms are listed in the provided integration data, so Salesforce Sales Cloud is the only confirmed integration brand available here. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Work-Relay offer? Work-Relay provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation provides written reference material, and videos support self-paced review. Getting Started and Support ### What customer support options does Work-Relay offer? Work-Relay provides Email/Help Desk, a Knowledge Base, Phone Support, and 24/7 Live Rep support. Support quality cannot be characterized from reviewer feedback here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 29,194 Project Management reviews Capterra reviewers highlight the following as key priorities when evaluating project management software: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Work-Relay provides project management capabilities that support teams in organizing work, tracking progress, and keeping tasks aligned with delivery goals. These functions help businesses maintain visibility across active projects, coordinate day-to-day execution, and keep work moving on schedule. Task Management 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Configurable Workflow 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Configure existing workflows to meet your organization's needs Process Modeling & Designing 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Visually identify, define, and map all details and relationships surrounding business process models and elements Real-Time Data 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Receive data and information in real time Task Progress Tracking 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track the status and progress of tasks Workflow Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Work-Relay 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Inventory Management: Track and manage inventory levels to maintain proper supply - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Projects: Ability to handle several projects simultaneously - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Order Fulfillment: Manage the process of receiving, preparing, and delivering orders for goods/products - Percent-Complete Tracking: Level of completion within a task - Prioritization: Arrange tasks based on the level of priority or urgency - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (4) 4.3 Based on 4 reviews ## Pricing Value for money 4.7 (3) Admin User $80.00 Other,Per Month Standard User $35.00 Other,Per Month Day Pass User $5.00 Other, Value for money 4.7 (3) 4.7 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.5 Based on 4 reviews Filter by rating 5(2) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent ES Eirik S. CEO Defense & Space ### "Great tool to achieve process adaption, compliance and improvement" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 6, 2024 I have used this software for years and now it is at a state which makes it one of the most important tools for process compliance and adoption in our company. Pros It is very easy to setup basic functionality. It is great to have this system in Salesforce and it basically manage a large part of our team who all sit in different offices. We improve our processes monthly and it is in use daily. Cons It would be great if tasks were actually native tasks in Salesforce. Standard notifications could be more informative and nicer. More complex functionality is very difficult to setup. Alternatives considered [Visio](https://www.capterra.com/p/201133/Visio/) Reasons for choosing Work-Relay It forces compliance and is easy to use for admin and users. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NS Natasha S. Workflow Automation Specialist Computer & Network Security ### "Review from a system admin" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 5, 2024 Pros Work-Relay as a system is dependable, consistent, and user-friendly. I can always count on the system to "work", which makes my administrator job easier. They also have an awesome team! Cons Being no-code, sometimes you find yourself having to go through a lot of complexities when you want to configure something out of the box or custom. Switched from [onPhase](https://www.capterra.com/p/125393/DocuPhase/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FA Felipe A. Salesforce Admin Packaging and Containers ### "WorkRelay Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 8, 2023 Pros The flexibility and integration with Salesforce Cons Honestly, I have no complaints about the solution. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JD Julien D. CRM Team Lead Packaging and Containers ### "Great modular tool and great customer support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 5, 2023 Pros \- Very complete and flexible tool that allowed us to fill in gaps in Salesforce features that did not exist (process management, contextual and dynamic forms) - Great customer support from the team, very knowledgable, helping and fast to answer Cons We do not make use of some of the features such as the kanban or gantt chart and most of the planning or analytics. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.