WorkflowMax

Score8 out of 10

70 Reviews and Ratings

What is WorkflowMax?

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.

Categories & Use Cases

Media

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Quotes/estimates
Ability to create, manage and send project fee proposals to customers
Category average: 7.8
Project & financial reporting
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
Category average: 7.8
Timesheet Tracking
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
Category average: 7.9

Integration with accounting software
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Category average: 7.7
Change request and Case Management
Change request and change management enables tracking of all customer requests including priority and timeframe.
Category average: 8.6
Support for Agile Methodology
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
Category average: 8

Inés Prieto View profile

R&D / Product Development Engineer - Quality in Engineering at TE Connectivity (10,001+ employees employees)

Use Cases and Deployment Scope

It is a very complete software, which integrates into a single program the entire sales process of the company's products and services, from tracking and information of all customers and activities to develop for the implementation of projects, to billing. It is a very complete program that has no comparison with others.

Pros

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.

Cons

It can be a little overwhelming all the functions and tools that the program has so it becomes a little difficult to use at first. For those who have knowledge of workflow software, it is a little easier to learn.
The expenses section is very ambiguous, it does not have specific fields to be able to detail the outputs and outputs that have been had in the time of the project.
Having all the information on a single screen can also be overwhelming. It would be great if they would design this part of the program better.

Most Important Features

Lead tracking and customizable reports and budgets can be made from the same platform.
Track hours on each task, to monitor the actual time it took to execute them.
Lists can be added to the tasks assigned to each collaborator to efficiently manage activities.

Return on Investment

The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Other Software Used

Google Workspace (formerly G Suite), Join.me, Webex App

Brittany Frontis View profile

Sales Marketing Manager in Marketing at Cole Haan (1001-5000 employees employees)

Use Cases and Deployment Scope

It’s nearly three years now ever since I started using WorkflowMax in my current organization. It is the backbone of project management in the Sales department, which helps us manage, track and report on all sales-related tasks in one single integrated solution.

Pros

14 days free trial we acquired was a great thing for us since we were able to test it before purchase.
Manage documents: Makes it easy to manage and share documents with other users.
Track time on projects.
Mobility support.
Visualize data to gain insights.

Cons

Setting multiple billing rates for a single employee always lead to an error.
Template customization should be added.

Most Important Features

Invoicing: Create and send customized invoices to customers.
Lead manager tools: Automate leads and proposals tracking.
Time tracking features.
Quoting: seamlessly send branded quotes to customers.
Gannt charts.
Team collaboration features.

Return on Investment

Enables us to distinguish billable and non-billable hours when reimbursing employees.
Reduce errors when estimating and tracking time incurred on projects.
Quoting, financial reporting and project accounting.

Alternatives Considered

ConnectWise Manage

Justin Gipp View profile

Senior Accountant in Finance and Accounting at Ryan & Wetmore, PC (11-50 employees employees)

Use Cases and Deployment Scope

Workflowmax is a good software depending on the industry you are in. This was a especially good software for some of my construction clients. It allowed them to track employee time on their respected jobs and give the project managers a better tool to gage on how they should bid jobs and also allowed them to create quotes in the softeware.

Pros

Employee time tracking
Quotes
Scheduling

Cons

Setup

Most Important Features

Employee tracking
Job tracking
Quotes and bidding

Return on Investment

Better estimates
Better bidding quotes
Better data for accounting records

Alternatives Considered

Thomson Reuters CS Professional Suite

Other Software Used

Thomson Reuters CS Professional Suite, CCH Axcess

Janette Fairleigh View profile

CEO in Professional Services at Loan Assistant (1-10 employees employees)

Pros

Workflow templates and tasks for varying scenarios.
Communication and status updates to stakeholders with audit trail.

Cons

Different Job states for different templates.
Maybe allowing a note option to change a job state.

Return on Investment

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.

Other Software Used

Xero, Dropbox Business

Caroline Laredo

Managing Director in Sales at 4HG (1-10 employees employees)

Pros

Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
Really good for teams to keep up with where a project is at against the time left to achieve the goal
Great for keeping all the information for each project in one spot.

Cons

When looking at the job distribution it isn't to scale and it isn't printable.
Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.

Return on Investment

I find it easy to use, therefore good for time management
Great for connecting with employees without the need for unnecessary communication
Doesn't waste storage space because it's online

WorkflowMax

What is WorkflowMax?

Categories & Use Cases

Media

Key Features

Top Performing Features

Quotes/estimates

Project & financial reporting

Timesheet Tracking

Areas for Improvement

Integration with accounting software

Change request and Case Management

Support for Agile Methodology

Reviews

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Cons

Most Important Features

Return on Investment

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Alternatives Considered

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Other Software Used

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Cons

Return on Investment

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