What users are saying about
59 Ratings
59 Ratings
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Score 7.8 out of 101

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.
No photo available

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
10.0
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

  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.
No photo available

Cons

WorkflowMax

  • Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
  • User permission levels need to be more flexible and ideally closely tied to Xero
  • Two way integration with Xero - ability to import invoices to specific jobs
  • Ability to save pdfs to purchase orders, invoices (like Xero)
Mary Moore profile photo

Likelihood to Renew

WorkflowMax

WorkflowMax 9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson profile photo

Usability

WorkflowMax

WorkflowMax 9.0
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
No photo available

Support

WorkflowMax

WorkflowMax 8.2
Based on 1 answer
The support team are excellent. The only downside is that you can't phone them!
Mary Moore profile photo

Implementation

WorkflowMax

WorkflowMax 9.1
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?
Mary Moore profile photo

Alternatives Considered

WorkflowMax

I chose WorkflowMax because it seamlessly integrated with my accounting system Xero
No photo available

Return on Investment

WorkflowMax

  • WorkflowMax training for new users is quick and easy with all the help and videos that are provided. A real time-saver when it comes to training new users
  • Our Director is able to keep tabs on all the leads he generates, and he can see at a glance exactly where each lead is at
Andrea Steed profile photo

Pricing Details

WorkflowMax

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

WorkflowMax Editions & Modules

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

    Add comparison