What users are saying about

WorkflowMax

Top Rated
57 Ratings

WorkflowMax

Top Rated
57 Ratings
Score 7.9 out of 101

Add comparison

Likelihood to Recommend

WorkflowMax

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.

Feature Rating Comparison

Project Management

WorkflowMax
8.3
Task Management
WorkflowMax
9.0
Resource Management
WorkflowMax
8.0
Scheduling
WorkflowMax
7.0
Team Collaboration
WorkflowMax
8.0
Document Management
WorkflowMax
6.6
Mobile Access
WorkflowMax
9.9
Timesheet Tracking
WorkflowMax
10.0
Change request and Case Management
WorkflowMax
7.4
Budget and Expense Management
WorkflowMax
9.0

Professional Services Automation

WorkflowMax
9.2
Quotes/estimates
WorkflowMax
10.0
Invoicing
WorkflowMax
10.0
Project & financial reporting
WorkflowMax
8.0
Integration with accounting software
WorkflowMax
9.0

Pros

  • WorkflowMax is a powerful application (or set of modules) which streamlines several processes into one.
  • From job data to invoicing to payroll we have the ultimate control.
  • Links seamlessly with Xero for our accounting.

Cons

  • I would like somewhere (client folders) I can keep my quotes so I can quickly access them for data from invoiced jobs. I don't want just one giant list.

Likelihood to Renew

WorkflowMax9.0
Based on 1 answer
Because we can't imagine being without it!

Usability

WorkflowMax9.0
Based on 2 answers
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

Support

WorkflowMax8.2
Based on 1 answer
The support team are excellent. The only downside is that you can't phone them!

Implementation

WorkflowMax9.1
Based on 1 answer
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?

Alternatives Considered

I chose WorkflowMax because it seamlessly integrated with my accounting system Xero

Return on Investment

  • Lack of customer support so far has not ensured I save time - I hope this will change shortly - otherwise I will not renew

Pricing Details

WorkflowMax

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
WorkflowMax Editions & Modules
WorkflowMax
Edition
1 User
$15/month1
5 Users
$49/month1
10 Users
$99/month1
20 Users
$149/month1
Unlimited
$199/month1
1. Bracketed Pricing
Modules
Lead Manager Module
$15/month
WorkflowMax Premium
$50/month
Additional Pricing Details