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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insperity

    Score6.9 out of 10
    N/AInsperity’s complete PEO services provide the scalable infrastructure needed to eliminate inefficiencies, control expenses and reduce risks to help sustain profitability. The Insperity PEO solution combines personalized service and HR technology, aiming to maximize the effectiveness of the client's people.N/A

    WorkflowMax

    Score8 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
    InsperityWorkflowMax
    Editions & Modules
    No answers on this topic
    Standard
    $20
    per month
    Standard
    $35
    per month
    Premium
    $70
    per month
    Offerings
    Pricing Offerings
    InsperityWorkflowMax
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsperityWorkflowMax
    Considered Both Products
    Insperity
    No answer on this topic
    Xero
    No answer on this topic
    Key User Insights
    Would buy again
    50%
    Would buy again
    6 Answers
    No answers on this topic
    Delivers good value for the price
    55%
    Delivers good value for the price
    6 Answers
    No answers on this topic
    Happy with the feature set
    58%
    Happy with the feature set
    7 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    44%
    Lived up to sales and marketing promises
    4 Answers
    No answers on this topic
    Implementation went as expected
    63%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    InsperityWorkflowMax
    Project Management
    Comparison of Project Management features of Insperity and WorkflowMax
    Feature
    Insperity
    -
    Ratings
    WorkflowMax
    9.3
    27 Ratings
    19% above category average
    Task Management00 Ratings9.525 Ratings
    Resource Management00 Ratings9.56 Ratings
    Gantt Charts00 Ratings9.23 Ratings
    Scheduling00 Ratings9.419 Ratings
    Workflow Automation00 Ratings9.54 Ratings
    Team Collaboration00 Ratings9.519 Ratings
    Support for Agile Methodology00 Ratings8.93 Ratings
    Support for Waterfall Methodology00 Ratings9.23 Ratings
    Document Management00 Ratings9.219 Ratings
    Email integration00 Ratings9.44 Ratings
    Mobile Access00 Ratings9.221 Ratings
    Timesheet Tracking00 Ratings9.624 Ratings
    Change request and Case Management00 Ratings9.111 Ratings
    Budget and Expense Management00 Ratings9.418 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Insperity and WorkflowMax
    Feature
    Insperity
    -
    Ratings
    WorkflowMax
    9.5
    27 Ratings
    21% above category average
    Quotes/estimates00 Ratings9.723 Ratings
    Invoicing00 Ratings9.527 Ratings
    Project & financial reporting00 Ratings9.722 Ratings
    Integration with accounting software00 Ratings9.227 Ratings
    Best Alternatives
    InsperityWorkflowMax
    Small Businesses
    Justworks
    Score7.2 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Justworks
    Score7.2 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsperityWorkflowMax
    Likelihood to Recommend
    6.2
    (15 ratings)
    8.8
    (28 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.0
    (1 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    7.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    InsperityWorkflowMax
    Likelihood to Recommend
    Insperity
    It's great for a company who doesn't have a strong knowledge in the US side and has a group of employees that work from the US. I think it is perfect for a non-US company who also has a small operations in US. Insperity helps us handle anything HR-related on the US side, so we don't have to stress about compliance and liability etc. They have a dedicated team to help us. Their customer support is also pretty useful too.
    Incentivized
    Read full review
    Xero
    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.
    Incentivized
    Read full review
    Pros
    Insperity
    • Expensable provides tracking information so that you can see the progress of an expense report, from draft through to payment completion.
    • Ability to take a picture of expense and upload via your phone, which gives you a head start on your expense report, and allows you to not accumulate/sort through a lot of paper.
    Incentivized
    Read full review
    Xero
    • 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.
    Incentivized
    Read full review
    Cons
    Insperity
    • It is not very intuitive how to use it at times. Fellow coworkers (less tech savvy) have had trouble submitting expenses on the desktop version.
    • The "image bin" for expenses is not intuitive/difficult to use.
    • The application could be smarter/connect to other applications such as Concur.
    Incentivized
    Read full review
    Xero
    • 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.
    Incentivized
    Read full review
    Likelihood to Renew
    Insperity
    No answers on this topic
    Xero
    Because we can't imagine being without it!
    Incentivized
    Read full review
    Usability
    Insperity
    No answers on this topic
    Xero
    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
    Incentivized
    Read full review
    Support Rating
    Insperity
    No answers on this topic
    Xero
    The support team are excellent. The only downside is that you can't phone them!
    Incentivized
    Read full review
    Implementation Rating
    Insperity
    No answers on this topic
    Xero
    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?
    Incentivized
    Read full review
    Alternatives Considered
    Insperity
    I've used many HCM systems in the past. The things I do most are view paystub, view my accrued time off and request time off. Sometimes submit expenses. Here, I find myself staying away from those things. In fact, the company can submit expenses here but they choose to use an excel instead because of how NON user-friendly it is.
    Incentivized
    Read full review
    Xero
    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!
    Incentivized
    Read full review
    Return on Investment
    Insperity
    • I don't have an ROI but we save lots of time on our end when it comes to dealing with anything HR and payroll related. Employees have a great experience with customer support because they know they can reach out to Insperity directly rather than through us first.
    Incentivized
    Read full review
    Xero
    • 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.
    Incentivized
    Read full review
    ScreenShots

    WorkflowMax Screenshots

    Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax