WorkflowMax

WorkflowMax

About TrustRadius Scoring
Score 7.6 out of 100
WorkflowMax

Overview

Recent Reviews

Awards

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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

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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

(1-25 of 28)
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Brittany Frontis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Inés Prieto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
It is a very good software for companies of all sizes, especially those with different departments. Since a single program can be executed without problems monitoring all work areas of the company, makes the work more efficient.
Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Max is really good at keeping audit trail of emails between stakeholders and we love that we can email docs and notes straight to Max in a secure way.
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
Nadine Haines | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.

Score 8 out of 10
Vetted Review
Verified User
Review Source
WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.
Lindsay Simpson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
If you are in a business that needs to track time for the purpose of invoicing then WorkflowMax is the best product out there. You can create templates so that you are not repeating yourself a million times and it helps to keep all our client notes in one place.
Caroline Laredo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
What specific features does the user want and does WorkflowMax offer these?
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?
Andrea Steed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We chose WorkflowMax because we needed a program that allowed us to track several separate jobs at one time. The timesheets are important for our on-the-road consultants. And it was important that the program connected seamlessly with Xero.

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?
Russell Devlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
What do you need?
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.

July 21, 2015

Can even herd cats.

Score 10 out of 10
Vetted Review
Verified User
Review Source
It is well suited to managing workflow through the agency. However as far as invoices are concerned we do have a number of invoices that are based on a rate card and so do repeat every month and I am sure many ad agencies have these types of invoices. As these are associated with a specific job #, they need to be raised against this job # so I cannot just copy an invoice ( I have tried to do this in the past and it has not worked). I would like to be asked the following: When I create an invoice: Choose a template? This could be one of my options - I would then set up a number of templates for these repeating invoices - I presume I would be offered a drop down menu or similar to choose from.