What users are saying about
73 Ratings
60 Ratings
73 Ratings
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Score 8.9 out of 100
60 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Clarizen One

Clarizen got the job done with time tracking and expense reports, but it didn't do enough to make our organization continue using it. We ended up switching because the key stakeholders (resource management) were unhappy with its offerings. This might be a good fit for smaller organizations that require less feature and capabilities. Instead, our company switched to OpenAir, which has more robust time tracking, expense reports, and PTO accrual and monitoring programs.
Anonymous | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Clarizen One
7.0
WorkflowMax
6.9
Task Management
Clarizen One
8.5
WorkflowMax
8.0
Resource Management
Clarizen One
7.5
WorkflowMax
3.0
Gantt Charts
Clarizen One
7.4
WorkflowMax
Scheduling
Clarizen One
6.3
WorkflowMax
7.0
Workflow Automation
Clarizen One
4.8
WorkflowMax
8.0
Team Collaboration
Clarizen One
6.5
WorkflowMax
7.0
Support for Agile Methodology
Clarizen One
6.9
WorkflowMax
Support for Waterfall Methodology
Clarizen One
8.1
WorkflowMax
Document Management
Clarizen One
5.7
WorkflowMax
7.0
Email integration
Clarizen One
7.5
WorkflowMax
7.0
Mobile Access
Clarizen One
6.9
WorkflowMax
3.0
Timesheet Tracking
Clarizen One
8.7
WorkflowMax
10.0
Change request and Case Management
Clarizen One
7.5
WorkflowMax
7.4
Budget and Expense Management
Clarizen One
5.9
WorkflowMax
8.0

Professional Services Automation

Clarizen One
4.5
WorkflowMax
9.3
Project & financial reporting
Clarizen One
6.5
WorkflowMax
9.0
Integration with accounting software
Clarizen One
2.6
WorkflowMax
9.0
Quotes/estimates
Clarizen One
WorkflowMax
10.0
Invoicing
Clarizen One
WorkflowMax
9.0

Pros

Clarizen One

  • Highly customizable, can develop organization specific workflows, modules, etc.
  • Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand.
  • Good comms tools like discussions, group pages, automatic reminders and notifications.
Anonymous | TrustRadius Reviewer

WorkflowMax

  • 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.
Anonymous | TrustRadius Reviewer

Cons

Clarizen One

  • Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)
  • Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun
  • Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting
Sarah Meerschaert | TrustRadius Reviewer

WorkflowMax

  • When looking at the job distribution it isn't to scale and it isn't printable.
  • Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
  • When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.
Caroline Laredo | TrustRadius Reviewer

Likelihood to Renew

Clarizen One

Clarizen One 7.5
Based on 27 answers
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
Anonymous | TrustRadius Reviewer

WorkflowMax

WorkflowMax 9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson | TrustRadius Reviewer

Usability

Clarizen One

Clarizen One 7.3
Based on 5 answers
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
Anonymous | TrustRadius Reviewer

WorkflowMax

WorkflowMax 9.0
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
Anonymous | TrustRadius Reviewer

Reliability and Availability

Clarizen One

Clarizen One 8.2
Based on 6 answers
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
Shel Hankley | TrustRadius Reviewer

WorkflowMax

No score
No answers yet
No answers on this topic

Performance

Clarizen One

Clarizen One 9.1
Based on 10 answers
Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow
Jason Beamer | TrustRadius Reviewer

WorkflowMax

No score
No answers yet
No answers on this topic

Support Rating

Clarizen One

Clarizen One 8.0
Based on 12 answers
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
Mike Narumiya | TrustRadius Reviewer

WorkflowMax

WorkflowMax 7.0
Based on 2 answers
The support team are excellent. The only downside is that you can't phone them!
Mary Moore | TrustRadius Reviewer

In-Person Training

Clarizen One

Clarizen One 8.2
Based on 2 answers
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
Anonymous | TrustRadius Reviewer

WorkflowMax

No score
No answers yet
No answers on this topic

Online Training

Clarizen One

Clarizen One 5.4
Based on 5 answers
Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
Anonymous | TrustRadius Reviewer

WorkflowMax

No score
No answers yet
No answers on this topic

Implementation Rating

Clarizen One

Clarizen One 8.2
Based on 8 answers
I performed the implementation with our Clarizen provide trainer, who knew the product 100% and it went quickly and without a problem. It was a pleasurable process without the problems other software implementation often encounter. Kudos to the Clarizen team for making this a worry free process for their clients because it is worry free.
Anonymous | TrustRadius Reviewer

WorkflowMax

WorkflowMax 9.1
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 | TrustRadius Reviewer

Alternatives Considered

Clarizen One

There were several others I reviewed that I can no longer remember but none of them compared to Clarizen when it came to flexibility. Many factors sold us on Clarizen but most importantly it was that Clarizen was capable of wrapping itself around our existing processes instead of us changing to to meet the software tool. With that said, we are now looking at changing some of our processes due to the fact that Clarizen is such a powerful tool!
Sean Woods, PMP | TrustRadius Reviewer

WorkflowMax

Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.
Janette Fairleigh | TrustRadius Reviewer

Return on Investment

Clarizen One

  • Great customer feedback related to real-time availabilty of project status. We could tailor gant charts to various customers within an organization fairly quickly.
  • Seeing real-time breakdown of costs and time for projects was great. The main page with summary charts was a great way to get information at a glance.
  • Clarizen use definitely helped us stream-line project planning and assisted with identifying bottlenecks.
  • We run many projects in parallel with similar timepoints (pre-, interim-, and post-). The software was pretty straight forward, permitting us to create one project outline then dupiclating it (as a template) for a number of others.
Carlos Chang | TrustRadius Reviewer

WorkflowMax

  • Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.
Nadine Haines | TrustRadius Reviewer

Screenshots

Pricing Details

Clarizen One

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Clarizen One Editions & Modules

Edition
Enterprise Edition$451
Unlimited Edition$601
  1. per user per month
Additional Pricing Details

WorkflowMax

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

WorkflowMax Editions & Modules

Edition
Standard$201
Premium$701
  1. per month
Modules
Lead Manager Module$15/month
WorkflowMax Premium$50/month
    Additional Pricing Details

    Rating Summary

    Likelihood to Recommend

    Clarizen One
    8.9
    WorkflowMax
    10.0

    Likelihood to Renew

    Clarizen One
    7.5
    WorkflowMax
    9.0

    Usability

    Clarizen One
    7.3
    WorkflowMax
    9.0

    Reliability and Availability

    Clarizen One
    8.2
    WorkflowMax

    Performance

    Clarizen One
    9.1
    WorkflowMax

    Support Rating

    Clarizen One
    8.0
    WorkflowMax
    7.0

    In-Person Training

    Clarizen One
    8.2
    WorkflowMax

    Online Training

    Clarizen One
    5.4
    WorkflowMax

    Implementation Rating

    Clarizen One
    8.2
    WorkflowMax
    9.1

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