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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Whimsical

    Score9.3 out of 10
    N/AWhimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.

    $12

    per month per editor

    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
    WhimsicalWorkflowMax
    Editions & Modules
    Pro
    $12
    per month per editor
    Business
    $18
    per month per editor
    Enterprise
    $240
    per year per editor
    Standard
    $20
    per month
    Standard
    $35
    per month
    Premium
    $70
    per month
    Offerings
    Pricing Offerings
    WhimsicalWorkflowMax
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details17% discount for annual billing on Pro and Business plans.—
    More Pricing Information
    Community Pulse
    WhimsicalWorkflowMax
    Considered Both Products
    Whimsical
    No answer on this topic
    Xero
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    10 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    10 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    10 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    9 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    9 Answers
    No answers on this topic
    Features
    WhimsicalWorkflowMax
    Project Management
    Comparison of Project Management features of Whimsical and WorkflowMax
    Feature
    Whimsical
    -
    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 Whimsical and WorkflowMax
    Feature
    Whimsical
    -
    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
    WhimsicalWorkflowMax
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    FigJam
    Score7.9 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Freehand by InVision
    Score7.7 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    WhimsicalWorkflowMax
    Likelihood to Recommend
    9.5
    (10 ratings)
    8.8
    (28 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.0
    (1 ratings)
    Usability
    9.0
    (3 ratings)
    9.0
    (2 ratings)
    Support Rating
    5.7
    (3 ratings)
    7.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    WhimsicalWorkflowMax
    Likelihood to Recommend
    Whimsical
    It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.
    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
    Whimsical
    • Simple to use
    • Tons of uses
    • Can be customized with themeing
    • Can organize all your boards pretty much however you want
    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
    Whimsical
    • Kind of want to see some of the functionality of other similar apps like Miro but the app is great at what it does
    • Folder structure takes a little time to get used to
    • Nitpicking here but not a big fan of the default font
    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
    Whimsical
    No answers on this topic
    Xero
    Because we can't imagine being without it!
    Incentivized
    Read full review
    Usability
    Whimsical
    It's fairly intuitive, I rarely have any problems using the app. The layout is pretty user-friendly and easy to adapt to. There's a lot of tooltips to help with the various features and functions, so it's very easy to get self-help for the most part. Overally, I'm pretty happy and satisfied with the usage of Whimsical for mind-mapping.
    Incentivized
    Read full review
    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
    Whimsical
    I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.
    Incentivized
    Read full review
    Xero
    The support team are excellent. The only downside is that you can't phone them!
    Incentivized
    Read full review
    Implementation Rating
    Whimsical
    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
    Whimsical
    Whimsical is so much easier and has a better interface, so I think it's more suited to our workflow if compared to other tools like Google Charts. I really love this tool and I'm looking to learn and use it even more, as it helps us optimize our time, planning, and delivering more efficiently.
    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
    Whimsical
    • We've been using free version, so it's a no brainer.
    • As it helps us focus on the information organization process, we don't lose time redoing work due to the lack of planning before doing design or code.
    • We can collaborate on the same project, so it's easier to get things done as we're working from home as well.
    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