What users are saying about
60 Ratings
4 Ratings
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Score 8 out of 100
60 Ratings
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Score 8.2 out of 100

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.
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

Clearview InFocus
8.9
WorkflowMax
6.9
Task Management
Clearview InFocus
9.0
WorkflowMax
8.0
Resource Management
Clearview InFocus
9.0
WorkflowMax
3.0
Gantt Charts
Clearview InFocus
9.0
WorkflowMax
Scheduling
Clearview InFocus
9.0
WorkflowMax
7.0
Workflow Automation
Clearview InFocus
8.0
WorkflowMax
8.0
Timesheet Tracking
Clearview InFocus
9.0
WorkflowMax
10.0
Change request and Case Management
Clearview InFocus
9.0
WorkflowMax
7.4
Budget and Expense Management
Clearview InFocus
9.0
WorkflowMax
8.0
Team Collaboration
Clearview InFocus
WorkflowMax
7.0
Document Management
Clearview InFocus
WorkflowMax
7.0
Email integration
Clearview InFocus
WorkflowMax
7.0
Mobile Access
Clearview InFocus
WorkflowMax
3.0

Professional Services Automation

Clearview InFocus
8.5
WorkflowMax
9.3
Quotes/estimates
Clearview InFocus
8.0
WorkflowMax
10.0
Invoicing
Clearview InFocus
9.0
WorkflowMax
9.0
Project & financial reporting
Clearview InFocus
9.0
WorkflowMax
9.0
Integration with accounting software
Clearview InFocus
8.0
WorkflowMax
9.0

Pros

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.
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

Clearview InFocus

  • The report module can include more canned reports.
Anonymous | 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

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!
Lindsay Simpson | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Support Rating

Clearview InFocus

No score
No answers yet
No answers on this topic

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

Implementation Rating

Clearview InFocus

No score
No answers yet
No answers on this topic

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

Clearview InFocus

I prefer InFocus over other products.
Anonymous | 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

Clearview InFocus

  • Improves efficiency.
  • Increases productivity.
Anonymous | 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

Clearview InFocus

General

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

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

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

    Clearview InFocus
    8.0
    WorkflowMax
    10.0

    Likelihood to Renew

    Clearview InFocus
    WorkflowMax
    9.0

    Usability

    Clearview InFocus
    WorkflowMax
    9.0

    Support Rating

    Clearview InFocus
    WorkflowMax
    7.0

    Implementation Rating

    Clearview InFocus
    WorkflowMax
    9.1

    Add comparison