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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
Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Employee time tracking
  • Quotes
  • Scheduling
  • Setup
This software is good based on if you have the right situation. There are some accounting softwares out there that has employee time tracking and job tracking abilities that integrate those numbers in the accounting books. In my opinion it is best to keep all your software with the same company as it allows better integration and transfer of data. If you have a construction company it does not have tracking abilities I suggest this software.
  • Employee tracking
  • Job tracking
  • Quotes and bidding
Project Management (14)
82.14285714285714%
8.2
Task Management
80%
8.0
Resource Management
80%
8.0
Gantt Charts
80%
8.0
Scheduling
90%
9.0
Workflow Automation
80%
8.0
Team Collaboration
80%
8.0
Support for Agile Methodology
70%
7.0
Support for Waterfall Methodology
70%
7.0
Document Management
80%
8.0
Email integration
90%
9.0
Mobile Access
80%
8.0
Timesheet Tracking
100%
10.0
Change request and Case Management
80%
8.0
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
85%
8.5
Quotes/estimates
90%
9.0
Invoicing
80%
8.0
Project & financial reporting
90%
9.0
Integration with accounting software
80%
8.0
  • Better estimates
  • Better bidding quotes
  • Better data for accounting records
I think workflowmax does a little more than Thomson Reuters workflow because they have the additional feature of employee tracking for payroll use. Thomson Reuters does a good job at getting a project from start to finish, but workflowmax gives better reports and allows more useful data to show what jobs are going well and which are going bad.
Ted Esdaile-Watts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use WorkflowMax as the central time tracking portal and platform for creation of all project estimates and invoices. Once an estimate is approved WorkflowMax quickly turns it into a easily tracked job, allowing us to stick to budgets, record and manage time, then just as quickly create an invoice. WorkflowMax allows us to save valuable time on administration and project management.
  • WorkflowMax is great at collating time sheets across teams, clients and projects. Managing hours spent on discrete project by various staff members is critical to our business. Since using WorkflowMax blowouts are a thing of the past.
  • WorkflowMax integrates directly with Xero. Invoices created in WorkflowMax are added into Xero's accounts receivables like magic.
  • WorkflowMax allows for the easy creation of custom templates that fit in with our organisation's standard documents.
  • Would be great if the client login provided real-time updates on hours against active jobs
  • Allow for text in invoices to be updated after they are approved without having to cancel an invoice, once it's approved you cannot fix typos
  • Refinement of the staff members billing rate system such that staff members can be billed out at varying billing rates
WorkflowMax is very well suited to our consultancy based business.
Project Management (8)
28.75%
2.9
Task Management
80%
8.0
Scheduling
50%
5.0
Team Collaboration
N/A
N/A
Document Management
N/A
N/A
Mobile Access
N/A
N/A
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)
75%
7.5
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
N/A
N/A
Integration with accounting software
100%
10.0
  • WorkflowMax has reduced the administration workload
  • Increased employee efficiency
  • Reduced the reporting burden
We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting.
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