WorkflowMax

WorkflowMax

69 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
WorkflowMax	Score 9.0 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

WorkflowMax

Editions & Modules

Standard: $20
per month
Premium: $70
per month

Offerings

Pricing Offerings
WorkflowMax
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	WorkflowMax
Considered Both Products	WorkflowMax Brittany Frontis Sales Marketing Manager Chose WorkflowMax It was overwhelming to configure ConnectWise Manage and was pricey compared to WorkflowMax, which was well embraced by all our employees. Incentivized Helpful? Justin Gipp Senior Accountant Chose WorkflowMax I think workflowmax does a little more than Thomson Reuters workflow because they have the additional feature of employee tracking for payroll use. Thomson Reuters does a good job at getting a project from start to finish, but workflowmax gives better reports and allows more … Incentivized Helpful? Janette Fairleigh CEO Chose WorkflowMax Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the … Incentivized Helpful? Verified User Manager Chose WorkflowMax I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business. Incentivized Helpful? Nadine Haines Practice Manager Chose WorkflowMax I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was … Incentivized Helpful? John Curtis CTO Chose WorkflowMax It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax. Incentivized Helpful? Verified User Director Chose WorkflowMax Not as easily configured for the architecture and design field. Incentivized Helpful? Lindsay Simpson Office Co-ordinator Chose WorkflowMax In terms of CRM I always found Capsule to be clunky and difficult to use. WorkflowMax makes it easy for me to gather all the relevant info about our clients in one place with the document manager and also the custom fields that we can add in. I have been able to analyse where … Incentivized Helpful? Keith Baker Associate Partner - Management Consulting Chose WorkflowMax Excellent Incentivized Helpful? Verified User Executive Chose WorkflowMax I chose WorkflowMax because it seamlessly integrated with my accounting system Xero Incentivized Helpful? Nicky Chalker Operations Manager Chose WorkflowMax We trialled a bespoke system - [it was] too clunky. Incentivized Helpful? Andy Mogg Web Development Director Chose WorkflowMax We tried a couple of solutions before settling on WorkflowMax, we chose WorkflowMax for as it did what we needed without being over complicated. Incentivized Helpful? Caroline Laredo Managing Director Chose WorkflowMax 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 … Incentivized Helpful? Andrea Steed Admin & Accounts Chose WorkflowMax WorkflowMax was the first program I evaluated and it suited our business from the word go. There was no need to look elsewhere. Incentivized Helpful? Russell Devlin Owner Chose WorkflowMax ArchiOffice is clunky by comparison and quite regimented in what you can do or not. WorkflowMax offers quite a high degree of flexibility by comparison. Neither offers perfect graphics for invoice presentation (yet) whereas WorkflowMax's is quite acceptable or presentable. AO … Incentivized Helpful? Verified User Director Chose WorkflowMax I didn't get an option in the menu above for JobBag which was the previous system we used. My IT/production manager heard of WorkflowMax and invited the team to do a presentation. JobBag was not fulfilling our needs and we also wanted to move to a cloud-based system which could … Incentivized Helpful? David Melloy Director Chose WorkflowMax I have only used Synergy and whilst this is good, the cost of Synergy was far too great for my practice. Incentivized Helpful? Ted Esdaile-Watts Director Chose WorkflowMax We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting. Incentivized Helpful? Mark Williams Operations Manager Chose WorkflowMax The previous programs I used are not listed. But having had to use two different programs to store client data and one for doing the quoting and invoicing was very time consuming. Client details and job details needed to be recorded in both programs, so multiple entries of data … Incentivized Helpful? Steve Ryan Mac Specialist Chose WorkflowMax Better all round Incentivized Helpful? Mary Moore Chief Bookkeeper and Xero Setup Expert Chose WorkflowMax More comprehensive than both of the above - better reporting, more flexible, better customisation. Incentivized Helpful? Sarah Lochead-MacMillan Business Mentor Chose WorkflowMax XERO integration is great. I haven't used another job management system Helpful?
Top Pros	Pro Real time Pro Set up Pro Time tracking
Top Cons	Minus Feature request Minus Setting up Minus New jobs

Features

WorkflowMax

Project Management

Comparison of Project Management features of Product A and Product B
	WorkflowMax 9.3 27 Ratings 21% above category average
Task Management	9.525 Ratings
Resource Management	9.56 Ratings
Gantt Charts	9.23 Ratings
Scheduling	9.419 Ratings
Workflow Automation	9.54 Ratings
Team Collaboration	9.519 Ratings
Support for Agile Methodology	8.93 Ratings
Support for Waterfall Methodology	9.23 Ratings
Document Management	9.219 Ratings
Email integration	9.44 Ratings
Mobile Access	9.221 Ratings
Timesheet Tracking	9.624 Ratings
Change request and Case Management	9.111 Ratings
Budget and Expense Management	9.418 Ratings

Professional Services Automation

Comparison of Professional Services Automation features of Product A and Product B
	WorkflowMax 9.5 27 Ratings 25% above category average
Quotes/estimates	9.723 Ratings
Invoicing	9.527 Ratings
Project & financial reporting	9.722 Ratings
Integration with accounting software	9.227 Ratings

Best Alternatives
	WorkflowMax
Small Businesses	FunctionFox Score 8.3 out of 10
Medium-sized Companies	SAP Ruum Score 9.0 out of 10
Enterprises	Quickbase Score 9.2 out of 10
All Alternatives	View all alternatives

User Ratings
	WorkflowMax
Likelihood to Recommend	8.8 (28 ratings)
Likelihood to Renew	9.0 (1 ratings)
Usability	9.0 (2 ratings)
Support Rating	7.0 (2 ratings)
Implementation Rating	9.1 (1 ratings)

User Testimonials
	WorkflowMax
Likelihood to Recommend	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 Verified User Anonymous Read full review
Pros	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 Inés Prieto R&D / Product Development Engineer - Quality Read full review
Cons	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 Verified User Anonymous Read full review
Likelihood to Renew	Xero Because we can't imagine being without it! Incentivized Lindsay Simpson Office Co-ordinator Read full review
Usability	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 Verified User Anonymous Read full review
Support Rating	Xero The support team are excellent. The only downside is that you can't phone them! Incentivized Mary Moore Chief Bookkeeper and Xero Setup Expert Read full review
Implementation Rating	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 Mary Moore Chief Bookkeeper and Xero Setup Expert Read full review
Alternatives Considered	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 Caroline Laredo Managing Director Read full review
Return on Investment	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 Janette Fairleigh CEO Read full review
ScreenShots	WorkflowMax Screenshots