Notion aims to present users with an all-in-one workspace — for notes, tasks, wikis, and databases, from Notion Labs in San Francisco.
$5
per month per user
WorkflowMax
Score 9.0 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.
Notion is good for a plethora of use cases. The templates that it offers give just a few established pages for common uses but these are some of my favorites:
Kanban board: we use it a lot in my company to manage tasks and meetings
Note taking: whether in a professional or academic environment, Notion is well suited to take notes of everything regardless.
Software documentation: the "code" component to insert code snippets is perfect for creating tutorials and documentation for software development.
Finance control: I use the "my finances" template to have a proper following of my monthly transactions, which allowed me to be more responsible with my money.
Inventory management: Since I own multiple peripherals and general equipment, being able to have a portable inventory of all of it that includes their original value, warranty length and current state has been perfect to know when clean, maintain or straight up replace everything.
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.
Team Collaboration. In Notion's software is the ability to see precisely who is working on a project and where. This eliminates any confusion when on calls or when working on the same project simultaneously. It is easy to tag co-workers to precise moments and build conversation streams.
Text Coding. When transitioning text from our Notion ideation and drafting boards to our website backends, the coding holds on all of the text.
Organization. Whether it's utilizing a "pin board" set up or nestling pages within pages, it is possible to keep everything organized and easy to find for every member of your team.
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.
The increase in integrations with third parties will always promote the adoption of the platform in companies.
Personalization with logos and corporate colors sometimes makes the difference when selecting a tool in a corporation.
Having multiple functionalities for working in manufacturing companies and with devices developed by third parties encourages other companies to select Notion as their flagship tool to offer implementation packages under alliances that favor its use.
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?
Trello only has the Kanban board feature and is great for task management, while Notion has a vast array of features, is easier to use, and has a more visually-appealing interface. I choose to use Notion over Trello due to its increased versatility and greater customization capabilities.
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.
