WorkflowMax vs. Zoho Mail

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

If you don't have a huge budget and want something that works with minor quirks here and there then Zoho Mail is definitely something you should look into. For half the price of Google G Suite or Office account you get 5GB of storage per user and can send up to 25MB emails without restrictions. Great for small businesses in my opinion. I have had some issues with their spam filter, but we use SpamTitan and just shut off the one that comes with Zoho Mail. Zoho's spam filter isn't horrible but you should definitely use something in addition or instead of what comes with Zoho.

Incentivized

• 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

• I really like that there is a free version in which a single user can be created. It is really useful because it allows you to evaluate each characteristic of the service without having to buy it.
• I also really like the visual aspect of the inbox, which is partially customizable. Because you can make small changes such as changing the color, the language, and among other things.

Incentivized

• 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

• It does allow for notifications for various things, but I am not sure where to turn them all off
• It only counts to 9 the unread email alert, then says 9+
• Overall I don't think there is much they need to work on.

Incentivized

Because we can't imagine being without it!

Incentivized

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

It is very easy to use and does all you need. It sends newsletters to their own folder. A notification folder for more important things. The Spam folder collect the right amount of spam emails

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

I have spoken with Zoho several times and their support is always friendly and helpful. I have always been asked for security pins and codes when seeking assistance which helps me to feel my accounts are secure and I have never had to wait on hold to speak with someone for more than 5 minutes. They always seem to have someone available to help. If you call asking for instructions on how to do something they gladly walk you through the process and if you just need something done and don't have time to do it yourself they will happily customize whatever you need without you having to spend all day with it.

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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

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

Zoho is free. Also, there is no need for a separate IT guy for creating mail, or if any issues come you don't have to find anyone anyone can check and fix all issues from their super admin panel. Zoho overview is much better than outlook and its appearance of getting mail popup and functionality is better than outlook. My friend suggested for this and also after using I have referred my friend

• 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

• It has a direct impact on the commercial communications of the company since with this application we send the economic proposals for services.
• Thanks to the fact that we can configure our corporate domain and a signature, we show a corporate professional image.
• Allows you to manage and store internal and external communications

Incentivized