Notion vs. WorkflowMax

If you want a customizable solution that can be adapted for just about any scenario, I recommend using Notion. If you need a solution that's easy to share with people outside your organization, Notion is great and allows individual or team permission-setting. If you want a turnkey solution, Notion might not be the best since it requires a fair bit of set-up. There are templates that can be purchased to handle this, but I haven't found them very helpful.

Incentivized

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

• I love that you can create nested pages, allowing for separate sections to organize information as needed.
• I appreciate the convenience of effortlessly uploading images to any section.
• I appreciate that when adding links, you can embed them so the website displays directly on the page.

Incentivized

• 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

• I use Notion on my personal tablet, and unlike on the computer, I have a lot of difficulty editing backgrounds, GIFs, and page dividers. It's not as user-friendly, and often the elements end up cut off or misaligned, which is frustrating.
• While the current calendar feature is helpful, I'd love to see more customization options. The Google Calendar style isn't always ideal, especially for tasks without specific times or for ongoing projects that require daily maintenance.
• It would be fantastic to have more flexibility in customizing Notion pages. For example, I'd love to create planners with the freedom to add illustration boxes, stickers, or GIFs without being restricted to a fixed layout.

Incentivized

• 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

We're too settled in the ecosystem and we have no major complaints with it. No reason to move unless you have a burning pain point

Incentivized

Because we can't imagine being without it!

Incentivized

Very easy to use (I learned how to use everything on my own) and I was able to set up an entire ecosystem without any courses or other tools. I often say that Notion is like Lego for adults, because there we can use all the available tools to create a multitude of things, from funnels to projects with calculated deadlines and tags.

Incentivized

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

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

Incentivized

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

The company uses both Notion and Trello within the company. Notion is more for North America employees while Trello is used between Operation team overseas and in North America. Sometimes it's a preference of how the tools look like for project management. I would say both Notion and Trello are nice tools and serves our needs.

Incentivized

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

• It has streamlined our processes across various teams to all work from a signle source of truth
• Maintaining this source of truth is a full time job
• It has reduced our overall tool set by completely eliminating two other softwares we were paying for

Incentivized

• 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