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21 Ratings
Top Rated
57 Ratings
21 Ratings
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Score 7.8 out of 101
Top Rated
57 Ratings
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Score 7.8 out of 101

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Likelihood to Recommend

ActiveCollab

Scenarios where ActiveCollab works well1) ActiveCollab works well for small teams specifically T&M teams.Its invoicing feature is unique & can make your life easy.2) It is very easy to use & posses good range of filters like on the task list, we can drag/drop tasks, Filter by assignee's,
tasks lists, due dates, or completed tasks. 3) It has some simple but awesome features like when you're in
the middle of writing something i.e a comment on story and get interrupted,
it retains what you wrote.4) It allows you to tag team members in threads of comments to grab their attention, its really needed when teams are distributed. Thus helping team members to collaborate easily & stay on same page.5) It integrates pretty well with other web apps like quickbooks , Slack, Trello, HubSpot, Zapier etcScenarios where ActiveCollab did not work well1) Tasks can not have multiple assignee's here so if two members are working on same task it did not allow you to reflect that.2) Sorting capability is not their under invoicing3) It did not work well for larger teams4) Search option is not very detailed & you may end up wasting lot of time searching one particular bug or issue.












Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo

WorkflowMax

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
No photo available

Feature Rating Comparison

Project Management

ActiveCollab
7.4
WorkflowMax
8.3
Task Management
ActiveCollab
9.3
WorkflowMax
9.0
Resource Management
ActiveCollab
7.5
WorkflowMax
8.0
Gantt Charts
ActiveCollab
6.1
WorkflowMax
Scheduling
ActiveCollab
6.5
WorkflowMax
7.0
Workflow Automation
ActiveCollab
7.0
WorkflowMax
Team Collaboration
ActiveCollab
8.6
WorkflowMax
8.0
Support for Agile Methodology
ActiveCollab
6.7
WorkflowMax
Support for Waterfall Methodology
ActiveCollab
7.0
WorkflowMax
Document Management
ActiveCollab
9.0
WorkflowMax
6.6
Email integration
ActiveCollab
8.0
WorkflowMax
Mobile Access
ActiveCollab
6.8
WorkflowMax
10.0
Timesheet Tracking
ActiveCollab
8.5
WorkflowMax
10.0
Change request and Case Management
ActiveCollab
5.3
WorkflowMax
7.4
Budget and Expense Management
ActiveCollab
7.0
WorkflowMax
9.0

Professional Services Automation

ActiveCollab
6.2
WorkflowMax
9.2
Quotes/estimates
ActiveCollab
5.7
WorkflowMax
10.0
Invoicing
ActiveCollab
6.5
WorkflowMax
10.0
Project & financial reporting
ActiveCollab
7.7
WorkflowMax
8.0
Integration with accounting software
ActiveCollab
5.0
WorkflowMax
9.0

Pros

  • Its billing & invoice feature worked pretty well for T&M teams. ActiveCollab version 5, the current version, allows you to directly track time to tasks using the Timer app and later create invoices based on those time entries. Their statuses will change through phases, as you are pending payment, or after they are set as paid.
  • Here cost can be easily assigned to each team member, Team members can start the timer after they start their work, then allows you to export the time records of team members making it easy to complete the billing.
  • File sharing feature is very useful for distributed teams as we can we can easily share files, screenshots.
  • Also ActiveCollab ability to connect to Google docs, attach images and link to web pages make it unique from other project management tools.
  • AC easily allows you to track your daily tasks & serves reminder if miss on the targets defined by giving daily / weekly reminders regarding tasks and any that have gone over due dates.
  • ActiveCollab is quite easy to use. With just a few clicks, you can create a new project.
  • The dashboard and options are easy to see and it is well laid out.
  • Here user have an opportunity to select the number of emails they receive from ActiveCollab and for some email providers, such as Gmail grouping is enabled. So rather than getting multiple mails, it send you a summary of all the daily notifications in one mail.
  • It allows users to upload several files at once on task comments, and if you are set with the owner role, or have the member role but are a project leader, you have a Batch Edit option available on project level. This allows you to edit multiple tasks at once and change all the details on them, such as assignee, due dates, labels, importance, and more.
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo
  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.
No photo available

Cons

  • Search functionality - The search functionality is not so promising and I'm unable to find the tasks/items that I need even though I use the keywords that are in the ticket/comments -- Definitely something that needs to be improved.
  • No snooze functionality for tasks - If you work on multiple projects and deal with large number of tasks/tickets then things can get messy in your "workspace." An easy feature that can resolve this is to add snooze functionality. That way users can snooze tasks and optimize their workspace until when they really need to work on the task.
  • No ability to color code tasks - I'm a visual person and deal with a large number of tasks on ActiveCollab. Seeing my huge pile of tasks in the same color makes me lose track of things and slows me down. It would be very helpful for me if task color coding was added to Active Collab -- I'm sure there are others out there who benefit from this feature, too!
Ali Zakeri profile photo
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
No photo available

Likelihood to Renew

No score
No answers yet
No answers on this topic
WorkflowMax9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson profile photo

Usability

No score
No answers yet
No answers on this topic
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

I have used multiple project management platforms such as ActiveCollab, JIRA, Trello, etc. Trello has great visualization with their (Kanban Board) board system and support drag and drop functionality for managing tasks. ActiveCollab, however, does not have the fancy visualization, but is very powerful when it comes to ticketing, task management, task delegation, time tracking, etc.
Ali Zakeri profile photo
Not as easily configured for the architecture and design field.
No photo available

Return on Investment

  • Allows our team to stay organized and keep conversations on tasks.
  • The To-Do List email every morning helps me mentally prepare and know exactly what I should be doing as soon as I start work.
  • Powerful and useful integrations save lots of time (Google Drive, Slack, Dropbox, Zapier and more!).
Ali Zakeri profile photo
  • Quicker timesheet to invoice processing.
  • Improved staffing outlooks and future planning resulting in fewer hills and valleys of staff availability.
  • Tracking of potential jobs and their conversion into actual jobs, and not losing hours invested during the lead up to a signed contract.
No photo available

Pricing Details

ActiveCollab

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$6.25*
1.  per member, per month, annual billing
ActiveCollab Editions & Modules
ActiveCollab
On-premise Edition
Self-Hosted Plan
$9991
1. license
SaaS Edition
Member annually
6.251
Addition - Get Paid Bundle Annually
$21
Addition - Get Paid Bundle Monthly
2.52
Member monthly
$72
1. per member, per month, annual billing
2. per member, per month, monthly billing
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