What users are saying about
12 Ratings
68 Ratings
12 Ratings
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Score 6.2 out of 100
68 Ratings
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Score 7.6 out of 100

Feature Set Ratings

    Project Management

    Forecast

    Feature Set Not Supported
    N/A
    9.2

    WorkflowMax

    92%
    WorkflowMax ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    9.3
    93%
    25 Ratings

    Resource Management

    N/A
    0 Ratings
    9.3
    93%
    6 Ratings

    Gantt Charts

    N/A
    0 Ratings
    9.0
    90%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    9.3
    93%
    19 Ratings

    Workflow Automation

    N/A
    0 Ratings
    9.3
    93%
    4 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
    9.0
    90%
    21 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    9.7
    97%
    24 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    9.0
    90%
    11 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    9.3
    93%
    18 Ratings

    Professional Services Automation

    Forecast

    Feature Set Not Supported
    N/A
    9.4

    WorkflowMax

    94%
    WorkflowMax ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    9.7
    97%
    23 Ratings

    Invoicing

    N/A
    0 Ratings
    9.3
    93%
    27 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    9.7
    97%
    22 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    9.0
    90%
    27 Ratings

    Attribute Ratings

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

    Likelihood to Recommend

    1.1

    Forecast

    11%
    3 Ratings
    8.7

    WorkflowMax

    87%
    28 Ratings

    Likelihood to Renew

    Forecast

    N/A
    0 Ratings
    9.0

    WorkflowMax

    90%
    1 Rating

    Usability

    Forecast

    N/A
    0 Ratings
    9.0

    WorkflowMax

    90%
    2 Ratings

    Support Rating

    10.0

    Forecast

    100%
    2 Ratings
    7.0

    WorkflowMax

    70%
    4 Ratings

    Implementation Rating

    Forecast

    N/A
    0 Ratings
    9.1

    WorkflowMax

    91%
    2 Ratings

    Likelihood to Recommend

    Forecast

    Forecast is well suited for tracking schedules, especially if it is only being controlled by a single department. When it comes to using Forecast in a larger ecosystem with more "cooks in the kitchen" it would be helpful to have the software more easily integrated with other software.
    Timothy King | 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

    Pros

    Forecast

    • Assign and allocate resources.
    • Identify lean departments and identify areas to increase headcount.
    • Manage agile teams.
    • Identify bottlenecks in departments or resourcing.
    Anonymous | TrustRadius Reviewer

    WorkflowMax

    • 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.
    Inés Prieto | TrustRadius Reviewer

    Cons

    Forecast

    • Not as intuitive as its companion software, Harvest. This software takes longer to learn when on-boarding new staff. It is also difficult to view time notes without needing to physically open them up. This could be improved by expanding the "on hover" functionality. Personally, having spent as little time in workflow software is really important, as it gives me more time to code.
    • Because we use this software to plan schedules, items often fall through the cracks. I would like to see some more sophisticated syncing with not only Harvest but also with Asana.
    • Lack of integration with Asana. It would be nice to pull data from forecast and display it in Asana. This would be helpful for understanding how much time I have to spend on a project rather than bounce back and forth between web apps.
    Timothy King | TrustRadius Reviewer

    WorkflowMax

    • 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.
    Anonymous | TrustRadius Reviewer

    Pricing Details

    Forecast

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    Optional

    Starting Price

    $0

    Forecast Editions & Modules

    Edition
    Lite (Annual subscription)$291
    EnterpriseCall us
    Pro (Annual subscription)$493
    1. per seat (billed annually)
    2. none
    3. per seat (billed anually)
    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
    1. per month
    Modules
    Lead Manager Module$15/month
    WorkflowMax Premium$50/month
    1. none
    Additional Pricing Details

    Likelihood to Renew

    Forecast

    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

    Forecast

    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

    Forecast

    Forecast 10.0
    Based on 2 answers
    I have not needed support for Forecast.
    Anonymous | TrustRadius Reviewer

    WorkflowMax

    WorkflowMax 7.0
    Based on 4 answers
    The support team are excellent. The only downside is that you can't phone them!
    Mary Moore | TrustRadius Reviewer

    Implementation Rating

    Forecast

    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?
    Mary Moore | TrustRadius Reviewer

    Alternatives Considered

    Forecast

    I have not used any other scheduling software other than Forecast. The company selected Forecast because it is used in conjunction with Harvest. The pair of web apps can be used to pull detailed data. This is very important to our agency, and making data-driven decisions is exceptionally important to our agency mission.
    Timothy King | TrustRadius Reviewer

    WorkflowMax

    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!
    Caroline Laredo | TrustRadius Reviewer

    Return on Investment

    Forecast

    • Allow departments to run efficiently.
    • Quickly identify whether departments need to hire.
    • Easily visualize project gaps in resources.
    Anonymous | TrustRadius Reviewer

    WorkflowMax

    • 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.
    Janette Fairleigh | TrustRadius Reviewer

    Screenshots

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