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WorkflowMax is a web-based project management solution, owned by Xero, Inc. It is designed to be user-friendly and intuitive. The platform offers end-to-end functionality standard to project management software, with a comprehensive suite of features including lead management, quotes and estimates, time and job tracking, milestone management, job costing, purchase orders, flexible permission for clients, staff and contractors, email integration, invoicing, and a custom report builder. Approximately 25 different software systems integrate with WorkflowMax, enabling the functionality to be expanded – integrations include Google Drive, Salesforce, Xero, MYOB, Zendesk, Freshdesk, and Dropbox. A free 14-day trial is available, and packages are available for between 1-200 employees.https://dudodiprj2sv7.cloudfront.net/product-logos/9g/TK/B6CROJA5Z2L1.JPEGWhy I love WorkflowMaxFor my own company it is used to: track time, cost jobs, issue proposals, and invoice clients. It addresses the problem of knowing how much jobs and client "cost" my company. It enables me to breakdown projects into tasks and do proposals and invoices showing that level of detail. As an advisor/consultant it enables me to offer a relevant service to my core industry - consultants.,Detailed job setup and tracking Highly customisable setup Integration with Xero,Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted" User permission levels need to be more flexible and ideally closely tied to Xero Two way integration with Xero - ability to import invoices to specific jobs Ability to save pdfs to purchase orders, invoices (like Xero),9,Better tracking of leads Faster to do proposal More accurate invoicing,Harvest,FreshBooks,Implemented in-house,No,Change management was minimal,Deciding how to invoice for monthly bookkeeping work,10,9,No,When I did my first implementation Leigh spent a lot of time addressing my queries and giving me some great suggestions on how to do things differently.
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WorkflowMax
57 Ratings
Score 7.8 out of 101
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WorkflowMax Reviews

WorkflowMax
57 Ratings
Score 7.8 out of 101
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July 21, 2015

User Review: "Why I love WorkflowMax"

Score 9 out of 10
Vetted Review
Reseller
Review Source

Implementation

10
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?
Read Mary Moore's full review

Feature Scorecard Summary

Task Management (21)
9.0
Resource Management (2)
8.0
Scheduling (16)
7.0
Team Collaboration (15)
8.0
Document Management (15)
6.6
Mobile Access (17)
9.9
Timesheet Tracking (21)
10.0
Change request and Case Management (9)
7.4
Budget and Expense Management (14)
9.0
Quotes/estimates (20)
10.0
Invoicing (23)
10.0
Project & financial reporting (18)
8.0
Integration with accounting software (23)
9.0

About WorkflowMax

WorkflowMax is a web-based project management solution, owned by Xero, Inc. It is designed to be user-friendly and intuitive. The platform offers end-to-end functionality standard to project management software, with a comprehensive suite of features including lead management, quotes and estimates, time and job tracking, milestone management, job costing, purchase orders, flexible permission for clients, staff and contractors, email integration, invoicing, and a custom report builder.

Approximately 25 different software systems integrate with WorkflowMax, enabling the functionality to be expanded – integrations include Google Drive, Salesforce, Xero, MYOB, Zendesk, Freshdesk, and Dropbox. A free 14-day trial is available, and packages are available for between 1-200 employees.

WorkflowMax Features

Has featureEnd-to-end, Fully Integrated Job/Project/Workflow Management Software
Has featureLead Manager (CRM)
Has featureQuoting/Estimating
Has featureIntegrated Project Management
Has featureJob Costing
Has featureTime Tracking
Has featureStaff Scheduling
Has featureClient & Contractor Login
Has featurePurchase Order
Has featureInvoicing & Billing
Has featurePowerful Custom Reporting
Has featureIntegration with Xero Accounting Software
Has featureIntegration with over 25 other leading products
Has featureCustom Fields
Has featureCloud-based - Access Anywhere, Anytime

WorkflowMax Screenshots

WorkflowMax Integrations

WorkflowMax Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?No
EditionPricing DetailsTerms
1 User$15/monthBracketed Pricing
5 Users$49/monthBracketed Pricing
10 Users$99/monthBracketed Pricing
20 Users$149/monthBracketed Pricing
Unlimited$199/monthBracketed Pricing
ModulesPricing DetailsTerms
Lead Manager Module$15/month
WorkflowMax Premium$50/month

WorkflowMax Customer Size Distribution

Consumers
%
Small Businesses (1-50 employees)
95%
Mid-Size Companies (51-500 employees)
5%
Enterprises (> 500 employees)
%

WorkflowMax Support Options

 Free VersionPaid Version
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Tutorial Videos

WorkflowMax Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry
Supported Countries:United States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa
Supported Languages: English