What users are saying about

Accelo

9 Ratings

WorkflowMax

Top Rated
57 Ratings

Accelo

9 Ratings
Score 6.2 out of 101

WorkflowMax

Top Rated
57 Ratings
Score 7.8 out of 101

Add comparison

Likelihood to Recommend

Accelo

If you are looking for a basic CRM this tool would work. It has lots of room to grow.
No photo available

WorkflowMax

WorkflowMax is ideal for consulting/service relates businesses, where the only "purchases" are disbursements. Do you sell things? is the question I ask when first approached about WorkflowMax.
Mary Moore profile photo

Feature Rating Comparison

Project Management

Accelo
4.2
WorkflowMax
8.3
Task Management
Accelo
5.0
WorkflowMax
9.0
Resource Management
Accelo
5.0
WorkflowMax
8.0
Scheduling
Accelo
5.0
WorkflowMax
7.0
Workflow Automation
Accelo
5.0
WorkflowMax
Team Collaboration
Accelo
5.0
WorkflowMax
8.0
Support for Agile Methodology
Accelo
3.0
WorkflowMax
Email integration
Accelo
5.0
WorkflowMax
Timesheet Tracking
Accelo
5.0
WorkflowMax
10.0
Change request and Case Management
Accelo
2.0
WorkflowMax
7.4
Budget and Expense Management
Accelo
2.0
WorkflowMax
9.0
Document Management
Accelo
WorkflowMax
6.6
Mobile Access
Accelo
WorkflowMax
10.0

Professional Services Automation

Accelo
2.0
WorkflowMax
9.2
Quotes/estimates
Accelo
2.0
WorkflowMax
10.0
Invoicing
Accelo
2.0
WorkflowMax
10.0
Project & financial reporting
Accelo
2.0
WorkflowMax
8.0
Integration with accounting software
Accelo
2.0
WorkflowMax
9.0

Pros

  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
No photo available
  • Time recording is very user-friendly, this is really important for busy lawyers.
Nadine Haines profile photo

Cons

  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
No photo available
  • Setting up job templates can be confusing
  • Templates for invoicing and purchase orders are tied to Microsoft Office which seems so unnecessary in an open age.
John Curtis profile photo

Likelihood to Renew

Accelo9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo
WorkflowMax9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson profile photo

Usability

Accelo7.0
Based on 1 answer
No answer on this topic is available.
WorkflowMax9.0
Based on 2 answers
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
No photo available

Support

No score
No answers yet
No answers on this topic
WorkflowMax8.2
Based on 1 answer
The support team are excellent. The only downside is that you can't phone them!
Mary Moore profile photo

Implementation

No score
No answers yet
No answers on this topic
WorkflowMax9.1
Based on 1 answer
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks?What are you going to give clients i.e. how will your proposals and invoices look?
Mary Moore profile photo

Alternatives Considered

No answers on this topic
It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax.
John Curtis profile photo

Return on Investment

  • Helps with tracking prospects through the sales/marketing funnel
  • Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.
No photo available
  • WorkflowMax training for new users is quick and easy with all the help and videos that are provided. A real time-saver when it comes to training new users
  • Our Director is able to keep tabs on all the leads he generates, and he can see at a glance exactly where each lead is at
Andrea Steed profile photo

Pricing Details

Accelo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  Per Installation
Accelo Editions & Modules
Accelo
Edition
Plus
$191
Premium
$341
1. Per User
Additional Pricing Details

WorkflowMax

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
WorkflowMax Editions & Modules
WorkflowMax
Edition
1 User
$15/month1
5 Users
$49/month1
10 Users
$99/month1
20 Users
$149/month1
Unlimited
$199/month1
1. Bracketed Pricing
Modules
Lead Manager Module
$15/month
WorkflowMax Premium
$50/month
Additional Pricing Details