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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.

Media

WorkflowMax Quoting Software
WorkflowMax CRM Software
WorkflowMax Project Management Software
WorkflowMax Mobile Site
Job Costing | WorkflowMax
Powerful Custom Reporting | WorkflowMax

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Top Performing Features

  • 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

Areas for Improvement

  • 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