SeaTable vs. WorkflowMax

It does well as a CRM for a company to see all of their candidates or clients or whatever they are tracking. The sorting and grouping ability as well as the inclusion of many formula integrations is also helpful to organize content more meaningfully. If you don't have a lot of information that you need to track, this might have more than you require but it is still a great software to use.

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

• File Management (I have always likes the way SeaTable allows me to handle files, and with the 4.0 release, significant improvements have been added.)
• Multiple options for team communications
• Use of SeaTable democratises the whole process of building workflows. Each team member can be encouraged to create their own "views" (These are filtered and ordered lists of the data your bases hold.), and base their workflows on those. If desired, they could add tick boxes and drop-down menus to create ways to manage their own tasks. They can add quality control options for management, providing them them with customised views that can serve as reports. These reports will will always be up to date, ensuring efficient real-time team communications on projects.

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 would love to see it where if I change the ordering of columns of one view it doesn't make those same changes on another view.
• Sometimes I want to see things differently or in a different order and this does not allow that to happen.
• The above suggestions are the main ones that I feel would be an improvement.

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

Because we can't imagine being without it!

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

-- GDPR compliant solution (Airtable's servers are located in the US, SeaTable's servers are located in Germany.) --- Allows flexibility and conforms to one's own style of working, better than JIRA and Monday.com. --- Scalable solution for data management and data processing. More intuitive than Excel. --- Excellent options for file management, better than Google.

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

• Positive: Helps us organize our talent pipeline more effectively.
• Positive: ROI is awesome since we are able to fit it into our budget properly.
• Positive: Helps us to sustain the business by sharing candidate profiles with multiple clients.

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