WorkflowMax

WorkflowMax

About TrustRadius Scoring
Score 7.6 out of 100
WorkflowMax

Overview

Recent Reviews

Reviewer Sentiment

N/A
Positive ()
N/A
Negative ()
Learn how we calculate reviewer sentiment

Awards

TrustRadius Award Top Rated 2018

Popular Features

View all 18 features

Timesheet Tracking (24)

9.7
97%

Invoicing (27)

9.3
93%

Task Management (25)

9.3
93%

Integration with accounting software (27)

9.0
90%

Reviewer Pros & Cons

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Video Reviews

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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

Features Scorecard

Project Management

9.2
92%

Professional Services Automation

9.4
94%

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

WorkflowMax Quoting SoftwareWorkflowMax CRM SoftwareWorkflowMax Project Management SoftwareWorkflowMax Mobile SiteJob Costing | WorkflowMaxPowerful Custom Reporting | WorkflowMax

WorkflowMax Video

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

WorkflowMax Integrations

WorkflowMax Competitors

WorkflowMax Customer Size Distribution

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

WorkflowMax Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported CountriesUnited States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa
Supported LanguagesEnglish

Comparisons

View all alternatives

Frequently Asked Questions

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.

What is WorkflowMax's best feature?

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

Who uses WorkflowMax?

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

Reviews and Ratings

 (68)

Ratings

Reviews

(1-23 of 23)
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Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Timekeeper
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
Nadine Haines | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was more likely that WorkflowMax will at some stage integrate with Microsoft SharePoint, compared with the others.
Lindsay Simpson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
In terms of CRM I always found Capsule to be clunky and difficult to use. WorkflowMax makes it easy for me to gather all the relevant info about our clients in one place with the document manager and also the custom fields that we can add in. I have been able to analyse where our clients are and what segments that are in etc.
Caroline Laredo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Streamtime
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Russell Devlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
ArchiOffice is clunky by comparison and quite regimented in what you can do or not. WorkflowMax offers quite a high degree of flexibility by comparison. Neither offers perfect graphics for invoice presentation (yet) whereas WorkflowMax's is quite acceptable or presentable. AO was awful. But then we might just be a bit design fussy... (like many of our counterparts, I expect). WorkflowMax's pricing and monthly plan made the switch easy and more than affordable. No upfront investment without perhaps knowing what you are going to get...
July 21, 2015

Can even herd cats.

Score 10 out of 10
Vetted Review
Verified User
Review Source
I didn't get an option in the menu above for JobBag which was the previous system we used. My IT/production manager heard of WorkflowMax and invited the team to do a presentation. JobBag was not fulfilling our needs and we also wanted to move to a cloud-based system which could be accessed remotely. With WorkflowMax the pricing was better, we had some flexibility in setting up scenarios or options to suit our specific business and the staff embraced the change.
Mark Williams | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The previous programs I used are not listed. But having had to use two different programs to store client data and one for doing the quoting and invoicing was very time consuming. Client details and job details needed to be recorded in both programs, so multiple entries of data was very time consuming. Lead generation was also a problem and with no workflow, it was difficult to know where things were up to.