What users are saying about
26 Ratings
69 Ratings
26 Ratings
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Score 8.9 out of 100
69 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Feature Set Ratings

  • WorkflowMax ranks higher in 2 feature sets: Project Management, Professional Services Automation

Project Management

6.5

Kanban Tool

65%
9.2

WorkflowMax

92%
WorkflowMax ranks higher in 13/14 features

Task Management

9.7
97%
11 Ratings
9.3
93%
25 Ratings

Resource Management

7.3
73%
8 Ratings
9.3
93%
6 Ratings

Gantt Charts

1.0
10%
3 Ratings
9.0
90%
3 Ratings

Scheduling

7.0
70%
9 Ratings
9.3
93%
19 Ratings

Workflow Automation

6.7
67%
9 Ratings
9.3
93%
4 Ratings

Team Collaboration

9.1
91%
11 Ratings
9.3
93%
19 Ratings

Support for Agile Methodology

8.0
80%
10 Ratings
8.7
87%
3 Ratings

Support for Waterfall Methodology

3.7
37%
6 Ratings
9.0
90%
3 Ratings

Document Management

4.5
45%
7 Ratings
9.0
90%
19 Ratings

Email integration

7.3
73%
9 Ratings
9.3
93%
4 Ratings

Mobile Access

8.4
84%
8 Ratings
9.0
90%
21 Ratings

Timesheet Tracking

7.6
76%
6 Ratings
9.7
97%
24 Ratings

Change request and Case Management

7.6
76%
7 Ratings
9.0
90%
11 Ratings

Budget and Expense Management

3.0
30%
4 Ratings
9.3
93%
18 Ratings

Professional Services Automation

5.8

Kanban Tool

58%
9.4

WorkflowMax

94%
WorkflowMax ranks higher in 4/4 features

Quotes/estimates

6.3
63%
4 Ratings
9.7
97%
23 Ratings

Invoicing

4.7
47%
4 Ratings
9.3
93%
27 Ratings

Project & financial reporting

3.0
30%
4 Ratings
9.7
97%
22 Ratings

Integration with accounting software

9.0
90%
1 Rating
9.0
90%
27 Ratings

Attribute Ratings

  • Kanban Tool is rated higher in 3 areas: Likelihood to Recommend, Likelihood to Renew, Support Rating
  • WorkflowMax is rated higher in 2 areas: Usability, Implementation Rating

Likelihood to Recommend

9.7

Kanban Tool

97%
11 Ratings
8.7

WorkflowMax

87%
28 Ratings

Likelihood to Renew

9.1

Kanban Tool

91%
2 Ratings
9.0

WorkflowMax

90%
1 Rating

Usability

6.0

Kanban Tool

60%
4 Ratings
9.0

WorkflowMax

90%
2 Ratings

Support Rating

8.3

Kanban Tool

83%
8 Ratings
7.0

WorkflowMax

70%
4 Ratings

Implementation Rating

8.2

Kanban Tool

82%
2 Ratings
9.1

WorkflowMax

91%
2 Ratings

Likelihood to Recommend

Shore Labs

Kanban is well suited for a fast-paced working environment for larger teams who want continuous communication with users. Kanban is good for rapid development and daily meetings for updates and statuses. Kanban is less suited for smaller teams or groups who don't require collaboration and constant communication with involved users. Kanban is time-consuming and it takes additional effort outside of your regular work to maintain and manage the tool.
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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.
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Pros

Shore Labs

  • It provides a good basic overview of where tasks are on a timeline (particularly helpful for a pull-based approach).
  • It provides a good collaborative space to have multiple folks commenting on multiple tasks.
  • It does a good job of managing very basic visual elements of an agile development cycle.
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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.
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Cons

Shore Labs

  • Kanban does not show the task or story clearly. You have to open the project separately to view the details of the project.
  • Kanban gives a higher level project management view but it lacks customization and personal settings features.
  • I would like to see Kanban provide mobile access to their tool, data, and board. This would be very useful for all companies and provide an increase in efficiency and productivity.
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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.
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Pricing Details

Kanban Tool

Starting Price

$5 per month per user

Editions & Modules

Kanban Tool editions and modules pricing
EditionModules
Kanban Tool On-Site Enterprise10801
Kanban Tool On-Site Team6002
Kanban Tool Enterprise93
Kanban Tool Team54

Footnotes

  1. per year per 10-user pack
  2. per year per 10-user pack
  3. per month per user
  4. per month per user

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

WorkflowMax

Starting Price

$20 per month

Editions & Modules

WorkflowMax editions and modules pricing
EditionModules
Standard201
Premium702

Footnotes

  1. per month
  2. per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Likelihood to Renew

Shore Labs

We are more likely than not to renew our use of Kanban. Even with its limits, it still is a good product that fulfills our needs.
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Xero

Because we can't imagine being without it!
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Usability

Shore Labs

Again, this is a strong tool for software teams using Agile that are distributed across multiple geographies. It can be good for co-located teams too, but there are better platforms on the market like JIRA that provide a more built-out story.
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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
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Support Rating

Shore Labs

This is the best tool I had a chance to work with- since I started to use it I saved a lot of time and I made my work go smoothly.
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Xero

The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating

Shore Labs

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?
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Alternatives Considered

Shore Labs

We've only tried JIRA Agile and KanbanFlow before. Kanban Tool was the one that our team actually liked and enjoyed working with. Also - it's been much easier to get started with and to understand than some of the other two (JIRA in particular). Although JIRA has many more features that we would have possibly used, the user feedback on it was so poor we were afraid that the negativity would create time wasted and less "job satisfaction" amongst the team.
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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!
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Return on Investment

Shore Labs

  • Better communication and organization of ongoing projects.
  • We are a very small team, with many areas to work on. Having everything in one system gives us a lot of visibility.
  • Greatly reduced costs from using other tools that were much more expensive.
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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.
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Screenshots

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