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WorkflowMax

WorkflowMax

Overview

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.

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 18 features
  • Timesheet Tracking (24)
    9.6
    96%
  • Invoicing (27)
    9.5
    95%
  • Task Management (25)
    9.5
    95%
  • Integration with accounting software (27)
    9.2
    92%
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Pricing

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Standard

$20

Cloud
per month

Premium

$70

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.workflowmax.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Product Demo - G-Accon for WorkflowMax/Xero Practice Manager

YouTube
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

9.3
Avg 7.5

Professional Services Automation

Features that support professional services organizations

9.5
Avg 7.4
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Product Details

What is 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

  • Supported: End-to-end, Fully Integrated Job/Project/Workflow Management Software
  • Supported: Lead Manager (CRM)
  • Supported: Quoting/Estimating
  • Supported: Integrated Project Management
  • Supported: Job Costing
  • Supported: Time Tracking
  • Supported: Staff Scheduling
  • Supported: Client & Contractor Login
  • Supported: Purchase Order
  • Supported: Invoicing & Billing
  • Supported: Powerful Custom Reporting
  • Supported: Integration with Xero Accounting Software
  • Supported: Integration with over 25 other leading products
  • Supported: Custom Fields
  • Supported: Cloud-based - Access Anywhere, Anytime

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax

WorkflowMax Video

Visit http://www.workflowmax.com to watch WorkflowMax video.

WorkflowMax Competitors

WorkflowMax Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported CountriesUnited States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa
Supported LanguagesEnglish

Frequently Asked Questions

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.

Harvest, Kissflow, and ProWorkflow are common alternatives for WorkflowMax.

Reviewers rate Quotes/estimates and Project & financial reporting highest, with a score of 9.7.

The most common users of WorkflowMax are from Small Businesses (1-50 employees).

WorkflowMax Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)95%
Mid-Size Companies (51-500 employees)5%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(69)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
WorkflowMax is integral to our business. Max is responsible for managing the flow of mortgage loans to lenders for over 40 top Australian mortgage brokers. We manage the compliance and submission processes of hundreds of loans, on behalf of mortgage brokers. WorkflowMax enables us to manage the status of deals and the flow of information between stakeholders. We use it in conjunction with Business Dropbox for our documents and Xero accounting (with Stripe) for fast billing.
WorkflowMax (and Dropbox) offers us the security we need over our files and information as you can imagine we view and manage deeply personal information.
WorkflowMax enables our business to be a leader in what we do for brokers.
  • Workflow templates and tasks for varying scenarios.
  • Communication and status updates to stakeholders with audit trail.
  • Different Job states for different templates.
  • Maybe allowing a note option to change a job state.
Max is really good at keeping audit trail of emails between stakeholders and we love that we can email docs and notes straight to Max in a secure way.
Max is not the best CRM. This is not the focus of Max. Max manages our workflow of deals (jobs) to the lender from pre-submission to settlement. We can see where any deal (job) is at and the teams find it easy to keep max updated on tasks and timelines.
We have to manage a complicated compliance regime under the National Consumer Credit Protection act and Max helps us enable that compliance.
Project Management (14)
36.42857142857143%
3.6
Task Management
80%
8.0
Resource Management
30%
3.0
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
80%
8.0
Team Collaboration
70%
7.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
70%
7.0
Email integration
70%
7.0
Mobile Access
30%
3.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
80%
8.0
Professional Services Automation (4)
67.5%
6.8
Quotes/estimates
N/A
N/A
Invoicing
90%
9.0
Project & financial reporting
90%
9.0
Integration with accounting software
90%
9.0
  • 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.
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.
We have had very few issues with Max.
Mary Moore | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
For 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)
WorkflowMax is ideal for consulting/service relates businesses, where the only "purchases" are disbursements. Do you sell things? is the question I ask when first approached about WorkflowMax.
Project Management (8)
41.25%
4.1
Task Management
70%
7.0
Scheduling
N/A
N/A
Team Collaboration
90%
9.0
Document Management
20%
2.0
Mobile Access
50%
5.0
Timesheet Tracking
100%
10.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
82.5%
8.3
Quotes/estimates
70%
7.0
Invoicing
70%
7.0
Project & financial reporting
100%
10.0
Integration with accounting software
90%
9.0
  • Better tracking of leads
  • Faster to do proposal
  • More accurate invoicing
  • Harvest,FreshBooks
More comprehensive than both of the above - better reporting, more flexible, better customisation.
  • Implemented in-house
No
Change management was minimal
  • Deciding how to invoice for monthly bookkeeping work
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?
The support team are excellent. The only downside is that you can't phone them!
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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