Bitrix24 is a local-hosted or cloud-based social intranet and project management platform that also contains core HR (HRMS) and CRM features. Bitrix24 also provides time management services and employee self-service.
$49
per month 5 Users
WorkflowMax
Score 9.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.
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.
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.
It's user interface can use some work. Although it doesn't take as long as some other software to learn, there is still a bit of a learning curve when it comes to day to day usage.
Bitrix offers a lot of features. It would be nice to have those features laid out in an easier-to-read layout, versus the long list at the side of the page.
It's mobile app functionality is quite limited. It can be difficult to work with other team members, solely off of their mobile app.
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.
It is a time-saving CRM that will help save time by using one application for all your business needs. Our brain sees colors, images, drawings, it is very visual, and so is Bitrix24. You can plan visually and easily see how everything is progressing. It has tasks, projects management, chat and video, CRM (as you know), visual staff structure, calendar, shared drive, mobile app. You can't ask for anything better out on the market for what you get with their free version and also their step-up plan is $20/month, all the way up to $200, they have a plan for your business. Get your free account and try it out for a few weeks.
The absolute worst! Your only contact method is via the paid version and via a chat window. They will take days to answer and when they finally do answer, they will provide nothing but a half baked canned help file.
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?
In fact, I use both, but in different ways, monday to control the internal agenda, Bitrix for all other parts within the company, such as task control, chat with employees and with calendar also for control in two systems. Bitrix is more complete and has many more features, but its purpose is also different from monday.
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!
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.
