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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
Read all reviews

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

(1-25 of 27)
Companies can't remove reviews or game the system. Here's why
Brittany Frontis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
92.14285714285714%
9.2
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
100%
10.0
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
90%
9.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
100%
10.0
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
Inés Prieto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
95%
9.5
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
90%
9.0
Scheduling
90%
9.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
90%
9.0
Support for Waterfall Methodology
100%
10.0
Document Management
90%
9.0
Email integration
90%
9.0
Mobile Access
90%
9.0
Timesheet Tracking
100%
10.0
Change request and Case Management
100%
10.0
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
97.5%
9.8
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
90%
9.0
Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
43.57142857142857%
4.4
Task Management
90%
9.0
Resource Management
80%
8.0
Gantt Charts
N/A
N/A
Scheduling
70%
7.0
Workflow Automation
N/A
N/A
Team Collaboration
80%
8.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
N/A
N/A
Email integration
N/A
N/A
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
92.5%
9.3
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
80%
8.0
Integration with accounting software
90%
9.0
Nadine Haines | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
10%
1.0
Task Management
N/A
N/A
Resource Management
N/A
N/A
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
N/A
N/A
Team Collaboration
N/A
N/A
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
50%
5.0
Email integration
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
90%
9.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
62.5%
6.3
Quotes/estimates
60%
6.0
Invoicing
90%
9.0
Project & financial reporting
N/A
N/A
Integration with accounting software
100%
10.0
John Curtis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
ResellerIncentivized
Project Management (8)
51.25%
5.1
Task Management
80%
8.0
Scheduling
60%
6.0
Team Collaboration
70%
7.0
Document Management
70%
7.0
Mobile Access
50%
5.0
Timesheet Tracking
80%
8.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
85%
8.5
Quotes/estimates
80%
8.0
Invoicing
90%
9.0
Project & financial reporting
80%
8.0
Integration with accounting software
90%
9.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
72.5%
7.3
Task Management
70%
7.0
Scheduling
80%
8.0
Team Collaboration
70%
7.0
Document Management
80%
8.0
Mobile Access
50%
5.0
Timesheet Tracking
90%
9.0
Change request and Case Management
60%
6.0
Budget and Expense Management
80%
8.0
Professional Services Automation (4)
77.5%
7.8
Quotes/estimates
60%
6.0
Invoicing
80%
8.0
Project & financial reporting
90%
9.0
Integration with accounting software
80%
8.0
July 23, 2015

WorkflowMax review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
33.75%
3.4
Task Management
90%
9.0
Scheduling
N/A
N/A
Team Collaboration
N/A
N/A
Document Management
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
90%
9.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
45%
4.5
Quotes/estimates
N/A
N/A
Invoicing
80%
8.0
Project & financial reporting
N/A
N/A
Integration with accounting software
100%
10.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
53.75%
5.4
Task Management
70%
7.0
Scheduling
N/A
N/A
Team Collaboration
80%
8.0
Document Management
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
100%
10.0
Change request and Case Management
80%
8.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
95%
9.5
Quotes/estimates
90%
9.0
Invoicing
90%
9.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
Lindsay Simpson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
27.5%
2.8
Task Management
70%
7.0
Scheduling
N/A
N/A
Team Collaboration
N/A
N/A
Document Management
70%
7.0
Mobile Access
80%
8.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
62.5%
6.3
Quotes/estimates
70%
7.0
Invoicing
80%
8.0
Project & financial reporting
N/A
N/A
Integration with accounting software
100%
10.0
Keith Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
50%
5.0
Task Management
N/A
N/A
Scheduling
N/A
N/A
Team Collaboration
80%
8.0
Document Management
80%
8.0
Mobile Access
50%
5.0
Timesheet Tracking
100%
10.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
65%
6.5
Quotes/estimates
N/A
N/A
Invoicing
100%
10.0
Project & financial reporting
70%
7.0
Integration with accounting software
90%
9.0
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Project Management (6)
30%
3.0
Task Management
50%
5.0
Scheduling
60%
6.0
Team Collaboration
50%
5.0
Document Management
N/A
N/A
Mobile Access
10%
1.0
Timesheet Tracking
10%
1.0
Professional Services Automation (4)
77.5%
7.8
Quotes/estimates
50%
5.0
Invoicing
90%
9.0
Project & financial reporting
80%
8.0
Integration with accounting software
90%
9.0
July 21, 2015

WorkflowMax Review

Nicky Chalker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (9)
20%
2.0
Task Management
90%
9.0
Resource Management
90%
9.0
Scheduling
N/A
N/A
Team Collaboration
N/A
N/A
Document Management
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
100%
10.0
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
Andy Mogg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
53.75%
5.4
Task Management
60%
6.0
Scheduling
60%
6.0
Team Collaboration
60%
6.0
Document Management
50%
5.0
Mobile Access
30%
3.0
Timesheet Tracking
60%
6.0
Change request and Case Management
50%
5.0
Budget and Expense Management
60%
6.0
Professional Services Automation (4)
57.5%
5.8
Quotes/estimates
70%
7.0
Invoicing
70%
7.0
Project & financial reporting
70%
7.0
Integration with accounting software
20%
2.0
Chris Gildersleve | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
92.5%
9.3
Task Management
100%
10.0
Scheduling
100%
10.0
Team Collaboration
100%
10.0
Document Management
80%
8.0
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Change request and Case Management
80%
8.0
Budget and Expense Management
80%
8.0
Professional Services Automation (4)
77.5%
7.8
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
90%
9.0
Integration with accounting software
20%
2.0
Caroline Laredo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (9)
51.11111111111111%
5.1
Task Management
80%
8.0
Scheduling
70%
7.0
Team Collaboration
80%
8.0
Support for Waterfall Methodology
N/A
N/A
Document Management
30%
3.0
Mobile Access
70%
7.0
Timesheet Tracking
80%
8.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
50%
5.0
Professional Services Automation (4)
85%
8.5
Quotes/estimates
90%
9.0
Invoicing
90%
9.0
Project & financial reporting
70%
7.0
Integration with accounting software
90%
9.0
Andrea Steed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
100%
10.0
Task Management
100%
10.0
Scheduling
100%
10.0
Team Collaboration
100%
10.0
Document Management
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Change request and Case Management
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
100%
10.0
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
Russell Devlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (7)
62.857142857142854%
6.3
Task Management
70%
7.0
Scheduling
50%
5.0
Team Collaboration
50%
5.0
Document Management
60%
6.0
Mobile Access
50%
5.0
Timesheet Tracking
80%
8.0
Budget and Expense Management
80%
8.0
Professional Services Automation (4)
85%
8.5
Quotes/estimates
70%
7.0
Invoicing
90%
9.0
Project & financial reporting
90%
9.0
Integration with accounting software
90%
9.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
28.75%
2.9
Task Management
70%
7.0
Scheduling
70%
7.0
Team Collaboration
N/A
N/A
Document Management
N/A
N/A
Mobile Access
10%
1.0
Timesheet Tracking
80%
8.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
40%
4.0
Quotes/estimates
N/A
N/A
Invoicing
70%
7.0
Project & financial reporting
N/A
N/A
Integration with accounting software
90%
9.0
July 21, 2015

Can even herd cats.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (6)
100%
10.0
Task Management
100%
10.0
Scheduling
100%
10.0
Document Management
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
70%
7.0
Quotes/estimates
70%
7.0
Invoicing
70%
7.0
Project & financial reporting
70%
7.0
Integration with accounting software
70%
7.0
David Melloy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
55%
5.5
Task Management
60%
6.0
Scheduling
60%
6.0
Team Collaboration
N/A
N/A
Document Management
30%
3.0
Mobile Access
20%
2.0
Timesheet Tracking
90%
9.0
Change request and Case Management
90%
9.0
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
92.5%
9.3
Quotes/estimates
90%
9.0
Invoicing
90%
9.0
Project & financial reporting
90%
9.0
Integration with accounting software
100%
10.0
Ted Esdaile-Watts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
67.5%
6.8
Task Management
90%
9.0
Scheduling
90%
9.0
Team Collaboration
90%
9.0
Document Management
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
100%
10.0
Change request and Case Management
80%
8.0
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
90%
9.0
Quotes/estimates
90%
9.0
Invoicing
90%
9.0
Project & financial reporting
90%
9.0
Integration with accounting software
90%
9.0
Mark Williams | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
80%
8.0
Task Management
90%
9.0
Scheduling
80%
8.0
Team Collaboration
80%
8.0
Document Management
70%
7.0
Mobile Access
80%
8.0
Timesheet Tracking
90%
9.0
Change request and Case Management
80%
8.0
Budget and Expense Management
70%
7.0
Professional Services Automation (4)
90%
9.0
Quotes/estimates
90%
9.0
Invoicing
80%
8.0
Project & financial reporting
90%
9.0
Integration with accounting software
100%
10.0
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