What users are saying about

WorkflowMax

Top Rated
57 Ratings

WorkflowMax

Top Rated
57 Ratings
Score 7.8 out of 101

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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.
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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

  • Project and task setup is convenient. I appreciate the ability to customize tasks.
  • The different reports that are available are very useful. They quickly summarize the information we need to know.
  • The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.
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Cons

  • I would like to see a connection between the "budget" and the "quote" for a project. These are always equal, so it would be more convenient if they were linked.
  • I would like to be able to sort invoices on the Financials tab by the different fields. Currently, they are always chronological. It would be nice if I could sort by status and amount due.
  • I would like to be able to "freeze" the column headers in the weekly time entry view so that they remain visible when I scroll down many tasks.
  • I would like to be able to set different billing rates for the same staff members that could be auto-selected based on the project type.
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Likelihood to Renew

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

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
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Support

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

Implementation

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?
Mary Moore profile photo

Alternatives Considered

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.
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Return on Investment

  • WorkflowMax has provided our company with significant positive ROI by shortening the amount of time that staff needs to spend on time entry, invoicing, project review, etc.
  • By making it easier to enter time on a daily basis, WorkflowMax has allowed us to monitor project budgets and avoid going over budget more effectively.
  • With WorkflowMax, we are better enabled to compare project budgets across different clients and can calibrate new budgets accordingly.
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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