What users are saying about
5 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.8 out of 100
Based on 5 reviews and ratings
68 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.6 out of 100
Based on 68 reviews and ratings
Feature Set Ratings
- WorkflowMax ranks higher in 2 feature sets: Project Management, Professional Services Automation
Project Management

8.9
Clearview InFocus
89%

9.2
WorkflowMax
92%
WorkflowMax ranks higher in 14/14 features
WorkflowMax ranks higher in 14/14 features
Task Management

9.0
90%
1 Rating

9.3
93%
25 Ratings
Resource Management

9.0
90%
1 Rating

9.3
93%
6 Ratings
Gantt Charts

9.0
90%
1 Rating

9.0
90%
3 Ratings
Scheduling

9.0
90%
1 Rating

9.3
93%
19 Ratings
Workflow Automation

8.0
80%
1 Rating

9.3
93%
4 Ratings
Timesheet Tracking

9.0
90%
1 Rating

9.7
97%
24 Ratings
Change request and Case Management

9.0
90%
1 Rating

9.0
90%
11 Ratings
Budget and Expense Management

9.0
90%
1 Rating

9.3
93%
18 Ratings
Team Collaboration

N/A
0 Ratings

9.3
93%
19 Ratings
Support for Agile Methodology

N/A
0 Ratings

8.7
87%
3 Ratings
Support for Waterfall Methodology

N/A
0 Ratings

9.0
90%
3 Ratings
Document Management

N/A
0 Ratings

9.0
90%
19 Ratings
Email integration

N/A
0 Ratings

9.3
93%
4 Ratings
Mobile Access

N/A
0 Ratings

8.9
89%
21 Ratings
Professional Services Automation

8.5
Clearview InFocus
85%

9.4
WorkflowMax
94%
WorkflowMax ranks higher in 4/4 features
WorkflowMax ranks higher in 4/4 features
Quotes/estimates

8.0
80%
1 Rating

9.7
97%
23 Ratings
Invoicing

9.0
90%
1 Rating

9.3
93%
27 Ratings
Project & financial reporting

9.0
90%
1 Rating

9.7
97%
22 Ratings
Integration with accounting software

8.0
80%
1 Rating

9.0
90%
27 Ratings
Attribute Ratings
- WorkflowMax is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend

8.0
Clearview InFocus
80%
1 Rating

8.7
WorkflowMax
87%
28 Ratings
Likelihood to Renew

Clearview InFocus
N/A
0 Ratings

9.0
WorkflowMax
90%
1 Rating
Usability

Clearview InFocus
N/A
0 Ratings

9.0
WorkflowMax
90%
2 Ratings
Support Rating

Clearview InFocus
N/A
0 Ratings

7.0
WorkflowMax
70%
4 Ratings
Implementation Rating

Clearview InFocus
N/A
0 Ratings

9.1
WorkflowMax
91%
2 Ratings
Likelihood to Recommend
Clearview InFocus
Compared to other accounting software, I think InFocus offers more functionalities and it's very user friendly. It's a cloud based solution you can easily access remotely, and the connection speed is quite fast. It integrates project management data and financial data, which is important for an engineering company like us.

Verified User
Administrator in Finance and Accounting
Civil Engineering Company, 201-500 employeesWorkflowMax
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.

Verified User
Manager in Professional Services
Public Policy Company, 11-50 employeesPros
Clearview InFocus
- Functionality - compared to some other software, it's a breeze to make modifications in InFocus.
- Integration - it's a pretty smooth implementation from our legacy system Deltek.
- User friendly - it's cloud based, easy to access from anywhere, connection speed is fast.

Verified User
Administrator in Finance and Accounting
Civil Engineering Company, 201-500 employeesWorkflowMax
- 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.
R&D / Product Development Engineer - Quality
TE ConnectivityElectrical & Electronic Manufacturing, 10,001+ employees
Cons
Clearview InFocus
- The report module can include more canned reports.

Verified User
Administrator in Finance and Accounting
Civil Engineering Company, 201-500 employeesWorkflowMax
- 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.

Verified User
Director in Professional Services
Architecture & Planning Company, 11-50 employeesPricing Details
Clearview InFocus
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Clearview InFocus Editions & Modules
—
Additional Pricing Details
—WorkflowMax
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$20 per month
WorkflowMax Editions & Modules
Edition
Standard | $201 |
---|---|
Premium | $701 |
- per month
Modules
Lead Manager Module | $15/month |
---|---|
WorkflowMax Premium | $50/month |
- none
Additional Pricing Details
—Likelihood to Renew
Clearview InFocus
No score
No answers yet
No answers on this topic
WorkflowMax
WorkflowMax 9.0
Based on 1 answer
Because we can't imagine being without it!
Office Co-ordinator
Isometric SolutionsInformation Technology and Services, 11-50 employees
Usability
Clearview InFocus
No score
No answers yet
No answers on this topic
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

Verified User
Director in Customer Service
Design Company, 1-10 employeesSupport Rating
Clearview InFocus
No score
No answers yet
No answers on this topic
WorkflowMax
WorkflowMax 7.0
Based on 4 answers
The support team are excellent. The only downside is that you can't phone them!
Chief Bookkeeper and Xero Setup Expert
accounts2uAccounting, 1-10 employees
Implementation Rating
Clearview InFocus
No score
No answers yet
No answers on this topic
WorkflowMax
WorkflowMax 9.1
Based on 2 answers
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?
Chief Bookkeeper and Xero Setup Expert
accounts2uAccounting, 1-10 employees
Alternatives Considered
Clearview InFocus
I prefer InFocus over other products.

Verified User
Administrator in Finance and Accounting
Civil Engineering Company, 201-500 employeesWorkflowMax
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!
Managing Director
4HGMedia Production, 1-10 employees
Return on Investment
Clearview InFocus
- Improves efficiency.
- Increases productivity.

Verified User
Administrator in Finance and Accounting
Civil Engineering Company, 201-500 employeesWorkflowMax
- 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.
CEO
Loan AssistantFinancial Services, 1-10 employees