What users are saying about
7 Ratings
60 Ratings
7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
60 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

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

Feature Rating Comparison

Project Management

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

Professional Services Automation

Forecast
WorkflowMax
9.3
Quotes/estimates
Forecast
WorkflowMax
10.0
Invoicing
Forecast
WorkflowMax
9.0
Project & financial reporting
Forecast
WorkflowMax
9.0
Integration with accounting software
Forecast
WorkflowMax
9.0

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

  • 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

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

  • 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

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 2 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 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

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

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

Forecast

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

Forecast

General

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

Forecast Editions & Modules

Edition
Lite (Annual subscription)$291
EnterpriseCall us
Pro (Annual subscription)$493
  1. per seat (billed annually)
  2. 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

WorkflowMax Editions & Modules

Edition
1 User$15/month1
5 Users$49/month1
10 Users$99/month1
20 Users$149/month1
Unlimited$199/month1
  1. Bracketed Pricing
Modules
Lead Manager Module$15/month
WorkflowMax Premium$50/month
    Additional Pricing Details

    Rating Summary

    Likelihood to Recommend

    Forecast
    9.0
    WorkflowMax
    10.0

    Likelihood to Renew

    Forecast
    WorkflowMax
    9.0

    Usability

    Forecast
    WorkflowMax
    9.0

    Support Rating

    Forecast
    10.0
    WorkflowMax
    7.0

    Implementation Rating

    Forecast
    WorkflowMax
    9.1

    Add comparison