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
Wrike
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.
$9.80
per month per user
Pricing
WorkflowMax
Wrike
Editions & Modules
Standard
$20
per month
Premium
$70
per month
Wrike Free
$0
per month per user
Wrike Team
$9.8
per month per user
Wrike Business
$24.8
per month per user
Wrike Enterprise
Request a quote
per month per user
Pinnacle
Request a quote
per month per user
Offerings
Pricing Offerings
WorkflowMax
Wrike
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Every premium plan begins with a 14-day trial period.
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.
My organization used Google Sheets to work with subbies, but we've since switched to Wrike. It is user friendly, has formulas and customizable fields. Wrike has been a lifesaver because instead of sharing Google Sheets with external customers and typically they messing up - deleting formulas, users can simply fill out a request form without logging into Wrike . All details are displayed in a table view, making management much easier.
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.
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.
The email notifications that are automatically sent from Wrike when something is done are easy for users to miss or ignore.
Reporting can be limited. You have to create workarounds for collecting/storing the name of the person submitting the form in instances where they do not have their own Wrike license.
A more user-friendly interface, especially for those less familiar with project management software, would enhance overall accessibility.
I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
Wrike, overall, is pretty easy to setup and use. I still find challenges in changing milestone dates but our programs / date changes are different than industry standard so that is partly the issue. We love the Excel look along with the dashboards! There are also built in analytics that really assist in seeing where the projects are!
Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
Support is very quickly and they want to solve problems actively. When I need additional info I can use community forum, when I've an issue I can use support form to get help. The support is of excellent quality from the first level, to grow when you talk to the engineers it becomes even more important
I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
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?
There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
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!
I have not used other products except Microsoft Teams channels with file sharing and standard sharing from Adobe, text and email messaging, and Zoom/gotomeeting sharing. This is the first product that I have used that had the functionality and platform where the sharing is simplistic. It is better than standard sharing through email or other simple forms because everything stays together.
The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business
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.
Adding versions of a document streamlines our editing process, preventing us from reviewing outdated versions of a document. This feature saves time, especially when working with external contributors who may not know Wrike well.
Blueprints save time because we do not have to manually enter all the details when scheduling a recurring project.
