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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.JPEGWorkflow Maxing it for us!We have on site engineers that need to track time spent on site so they each log their individual time and then I collate all the information into invoices. We also use it as our CRM.,It is very simple to use. The engineers don't have time for big training sessions and they have picked up on how to use it very easily. It is easy to correct mistakes. Sometimes the engineers don't get things set up right on jobs and I have to rectify the issues and it is so simple to do with just adding additional templates to jobs. The report builder is marvelous. I am able to create all sorts of reports for all sorts of situations and creating mailing lists etc., is so easy.,I think invoicing multiple clients at one time of the month, like we do at the end of the month, can take a little time as I have to go into each individual client and create an invoice. It would be great to have the functionality to create invoices for multiple clients that had time on their jobs for that month.,8,Definitely increased employee efficiency by making my life easier invoicing each month! Also catching out on lost revenue - before we struggled to track the time spent on jobs where as now it is easy so revenue has increased.,Capsule CRM,10,1,Time tracking Invoicing CRM uses Reporting,The reports section has meant that we have created reports that we did not even know we needed and has meant we have a much better grip on time spent by engineers. Using the photos function on client contacts means that we have a much more personal touch come meeting times as you already know who you are meeting.,We would like to learn more about the leads function as yet we have not used it to its full potential.,9
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WorkflowMax
57 Ratings
Score 7.9 out of 101
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WorkflowMax Reviews

WorkflowMax
57 Ratings
Score 7.9 out of 101
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July 21, 2015

WorkflowMax Review: "Workflow Maxing it for us!"

Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Renew

9
Because we can't imagine being without it!
Read Lindsay Simpson'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)
9.9
Change request and Case Management (9)
7.4
Budget and Expense Management (14)
9.0
Quotes/estimates (20)
9.9
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