What users are saying about
34 Ratings
69 Ratings
34 Ratings
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Score 8.2 out of 100
69 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Feature Set Ratings

  • WorkflowMax ranks higher in 2 feature sets: Project Management, Professional Services Automation

Project Management

7.4

ActiveCollab

74%
9.2

WorkflowMax

92%
WorkflowMax ranks higher in 13/14 features

Task Management

9.0
90%
11 Ratings
9.3
93%
25 Ratings

Resource Management

7.0
70%
7 Ratings
9.3
93%
6 Ratings

Gantt Charts

8.8
88%
6 Ratings
9.0
90%
3 Ratings

Scheduling

6.3
63%
10 Ratings
9.3
93%
19 Ratings

Workflow Automation

7.0
70%
1 Rating
9.3
93%
4 Ratings

Team Collaboration

8.0
80%
12 Ratings
9.3
93%
19 Ratings

Support for Agile Methodology

7.0
70%
7 Ratings
8.7
87%
3 Ratings

Support for Waterfall Methodology

7.0
70%
1 Rating
9.0
90%
3 Ratings

Document Management

8.1
81%
7 Ratings
9.0
90%
19 Ratings

Email integration

8.4
84%
8 Ratings
9.3
93%
4 Ratings

Mobile Access

3.0
30%
9 Ratings
9.0
90%
21 Ratings

Timesheet Tracking

9.9
99%
8 Ratings
9.7
97%
24 Ratings

Change request and Case Management

8.8
88%
7 Ratings
9.0
90%
11 Ratings

Budget and Expense Management

5.9
59%
6 Ratings
9.3
93%
18 Ratings

Professional Services Automation

7.5

ActiveCollab

75%
9.4

WorkflowMax

94%
WorkflowMax ranks higher in 4/4 features

Quotes/estimates

6.9
69%
7 Ratings
9.7
97%
23 Ratings

Invoicing

6.9
69%
6 Ratings
9.3
93%
27 Ratings

Project & financial reporting

8.4
84%
6 Ratings
9.7
97%
22 Ratings

Integration with accounting software

7.9
79%
4 Ratings
9.0
90%
27 Ratings

Attribute Ratings

  • ActiveCollab is rated higher in 1 area: Support Rating
  • WorkflowMax is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

8.0

ActiveCollab

80%
12 Ratings
8.7

WorkflowMax

87%
28 Ratings

Likelihood to Renew

ActiveCollab

N/A
0 Ratings
9.0

WorkflowMax

90%
1 Rating

Usability

ActiveCollab

N/A
0 Ratings
9.0

WorkflowMax

90%
2 Ratings

Support Rating

7.1

ActiveCollab

71%
6 Ratings
7.0

WorkflowMax

70%
4 Ratings

Implementation Rating

ActiveCollab

N/A
0 Ratings
9.1

WorkflowMax

91%
2 Ratings

Likelihood to Recommend

ActiveCollab

Scenarios where ActiveCollab works well 1) 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 etc Scenarios where ActiveCollab did not work well 1) 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 invoicing 3) It did not work well for larger teams 4) Search option is not very detailed & you may end up wasting lot of time searching one particular bug or issue.












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Xero

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.
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Pros

ActiveCollab

  • Great for project and task assignments, project workflow and communications.
  • Solid web-based platform that doesn't require software downloads, also includes great mobile platform.
  • Great reporting tools for managing billing, estimating, project workflow and other essential project details.
  • Allows for both the agency and its clients to interact on a single platform using role-specific permissions.
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Xero

  • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
  • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
  • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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Cons

ActiveCollab

  • Does not maintain default categories for tasks
  • Makes information difficult to share with others not on AC
  • Relies on other people to track their time correctly in categories for estimates
  • Mobile app is very hard to use and not user-friendly if you are working with multiple projects
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Xero

  • 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.
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Pricing Details

ActiveCollab

Starting Price

$7 per member/per month

Editions & Modules

ActiveCollab editions and modules pricing
EditionModules
Self-Hosted Plan$999.001
ActiveCollab Project Management$7.002

Footnotes

  1. license
  2. per member/per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional $6.25

Additional Details

WorkflowMax

Starting Price

$20 per month

Editions & Modules

WorkflowMax editions and modules pricing
EditionModules
Standard201
Premium702

Footnotes

  1. per month
  2. per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Likelihood to Renew

ActiveCollab

No answers on this topic

Xero

Because we can't imagine being without it!
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Usability

ActiveCollab

No answers on this topic

Xero

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
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Support Rating

ActiveCollab

We have not required support for ActiveCollab as it works pretty seamlessly. We didn't have any issues with using the platform or with any billing issues. The self-service aspect of the platform is robust and easy to navigate so we have not encountered any errors that required assistance from the support team.
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Xero

The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating

ActiveCollab

No answers on this topic

Xero

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?
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Alternatives Considered

ActiveCollab

ActiveCollab is easier to use and simpler in its setup. It has the right mix of features and simplicity. It's also project-oriented which is important for our workflow. Other tools are often too task-oriented, making it hard to track projects. Overall, ActiveCollab has a great mix of simplicity with good features.
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Xero

WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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Return on Investment

ActiveCollab

  • 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!).
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Xero

  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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Screenshots

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