Forecast.it is a project portfolio management solution built around features such as resource planning and time tracking, budget estimating, and analytics and reporting, with key third-party integrations.
$29
per seat (billed annually)
WorkflowMax
Score 9.2 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.
$20
per month
Pricing
Forecast
WorkflowMax
Editions & Modules
Lite (Annual subscription)
$29
per seat (billed annually)
Pro (Annual subscription)
$49
per seat (billed anually)
Enterprise
Call us
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
Forecast
WorkflowMax
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Forecast
WorkflowMax
Features
Forecast
WorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Forecast
-
Ratings
WorkflowMax
9.3
27 Ratings
20% above category average
Task Management
00 Ratings
9.525 Ratings
Resource Management
00 Ratings
9.56 Ratings
Gantt Charts
00 Ratings
9.23 Ratings
Scheduling
00 Ratings
9.419 Ratings
Workflow Automation
00 Ratings
9.54 Ratings
Team Collaboration
00 Ratings
9.519 Ratings
Support for Agile Methodology
00 Ratings
8.93 Ratings
Support for Waterfall Methodology
00 Ratings
9.23 Ratings
Document Management
00 Ratings
9.219 Ratings
Email integration
00 Ratings
9.44 Ratings
Mobile Access
00 Ratings
9.221 Ratings
Timesheet Tracking
00 Ratings
9.624 Ratings
Change request and Case Management
00 Ratings
9.111 Ratings
Budget and Expense Management
00 Ratings
9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
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.
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.
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.
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.
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?
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.
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.