- Timesheet and allocation of time to clients and non-client activity
- CRM - Lead development
- Invoicing and …
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Timesheet Tracking (24)
Task Management (25)
Integration with accounting software (27)
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Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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.
- 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
Visit http://www.workflowmax.com to watch WorkflowMax video.
|Small Businesses (1-50 employees)||95%|
|Mid-Size Companies (51-500 employees)||5%|
|Enterprises (more than 500 employees)||0%|
|Mobile Application||Apple iOS, Android, Windows Phone, Blackberry|
|Supported Countries||United States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa|
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.
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.
Are they transferring from another product and if so can any of the data be imported in?
What payroll/accounting software do they use - do they need their workflow product to communicate well?
Some key questions to ask:
Do you need to track time?
Do you have projects that need to be accessed by different employees/clients/suppliers?
Do you need a fully customisable reporting suite?
Do you charge by the hour?
What information do you need?
Do you know if you are making any money or not?
The only scenario I can think of not to use it, is if you don't want to know the answer to the last question... Could happen.