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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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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

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Pricing

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Standard

$20

Cloud
per month

Standard

$35

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

Starting price (does not include set up fee)

  • $20 per month
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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 7.6

Professional Services Automation

Features that support professional services organizations

9.5
Avg 7.6
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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.

WorkflowMax starts at $20.

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 From Top Reviewers

(1-5 of 26)

WorkflowMax your time today.

Rating: 8 out of 10
July 21, 2015
Vetted Review
Verified User
WorkflowMax
3 years of experience
We use WorkflowMax as our online data base, for online filing of tax returns and GST returns with the IRD syncing data with Xero which makes life so much easier. I use it as a time management tool for keeping track of jobs due on an ad hoc or recurring basis. It also acts as a good guide for raising invoices - although we do this in Xero.
  • Jobs can be allocated to each member of staff - with a due date - which keeps us on track with deadlines
  • Data flows from Xero into WorkflowMax and in turn links to the IRD for ease of filing returns on line
  • Documents can be attached to clients files - or notes added- now easy to access so everyone has an up to date picture of what is going on
Cons
  • It used to have a time clock facility to keep an accurate account of time spent on a job - don't know what happened to this - but it was very handy
Its a great online easy access database with functionality.

I need more time to fully evaluate WorkFlowMax

Rating: 5 out of 10
July 21, 2015
Vetted Review
Verified User
WorkflowMax
1 year of experience
I am using WorkflowMax to log hours which I spend across multiple clients and multiple job tasks. I then enable it to generate a draft invoice up into Xero, in order to invoice my clients at month-end in a more efficient and effective way.
  • Seamless integration in terms of raising sales invoices to my clients based on hours x hourly rate
  • Ability to log tasks by individual job, which can derive a draft invoice.
Cons
  • Customer service
  • User ability for WorkFlowMax users
[I would ask about]: How user-friendly the software is and the level of customer support/service that I will receive.

WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot

Rating: 9 out of 10
April 02, 2022
It’s nearly three years now ever since I started using WorkflowMax in my current organization. It is the backbone of project management in the Sales department, which helps us manage, track and report on all sales-related tasks in one single integrated solution.
  • 14 days free trial we acquired was a great thing for us since we were able to test it before purchase.
  • Manage documents: Makes it easy to manage and share documents with other users.
  • Track time on projects.
  • Mobility support.
  • Visualize data to gain insights.
Cons
  • Setting multiple billing rates for a single employee always lead to an error.
  • Template customization should be added.
WorkflowMax is a great solution to every single business person since we all have tasks to manage and track. I like that no manual procedures are involved when planning the future and forecasting with WorkflowMax.

Why WorkflowMax Works For Us

Rating: 10 out of 10
July 21, 2015
TE
Vetted Review
Verified User
WorkflowMax
2 years of experience
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.
Cons
  • 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.

WorkflowMax for Lawyers - a worthy alternative to Legal Practice Management Systems

Rating: 9 out of 10
August 14, 2015
NH
Vetted Review
Verified User
WorkflowMax
4 years of experience
It is used across the entire firm. All staff use it for time recording, but we have recently started generating invoices from WorkflowMax and are looking at utilising other features, such as milestones, reminders etc. We also use the reporting features, in particular WIP and custom time reports.
  • Time recording is very user-friendly, this is really important for busy lawyers.
Cons
  • I'd like to see functionality for system-generated client numbering, configurable to how the client wants it. For example, we have a 3 digit client number, followed by a 2 digit matter number, e.g. 123-45. This configuration was generated by our prior system (which was a specific LPM system). Since moving to WorkflowMax we've had to use an excel spreadsheet to generate a new client or matter number which is far from ideal.
  • Bring back customised branding! Under the old UI we had our logo and corporate colours. Realise WorkflowMax are trying to differentiate from Xero, but the green is pretty awful.
  • Would also be great if the template customising was more user-friendly.
  • I'd also like to see figures show GST exclusive by default. For example when I go into a job, click on the financial tab, I'd like to see the invoices already charged against that job as GST exclusive. I feel there is too much of a mix between GST exclusive and inclusive across the system and it should be one or the other by default.

I would not recommend it to law firms who deal with trusts, conveyancing or a high volume of trust account transactions, as it lacks the functionality to deal with those types of legal work. However for anyone doing reasonably straight-forward professional work, at time and costs or a fixed priced basis, it's ideal.

One of things I liked best when I chose it was that it wasn't overspeced with bells and whistles that we didn't need.

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