WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot
It’s nearly three years now ever since I started using WorkflowMax in my current organization. It is the backbone of project management in …
Starting at $20 per month
View PricingOverview
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.
Recent 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
- Timesheet Tracking (24)9.696%
- Invoicing (27)9.595%
- Task Management (25)9.595%
- Integration with accounting software (27)9.292%
Pricing
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
Product Demos
Product Demo - G-Accon for WorkflowMax/Xero Practice Manager
YouTube
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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.
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 Video
Visit http://www.workflowmax.com to watch WorkflowMax video.
WorkflowMax Integrations
WorkflowMax Competitors
- Harvest
- Kissflow
- ProWorkflow
- Worketc.
WorkflowMax Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry |
| Supported Countries | United States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa |
| Supported Languages | English |
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.
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
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 95% |
| Mid-Size Companies (51-500 employees) | 5% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
Compare with
Reviews and Ratings
(69)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
April 02, 2022
WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot
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.
- Setting multiple billing rates for a single employee always lead to an error.
- Template customization should be added.
- Invoicing: Create and send customized invoices to customers.
- Lead manager tools: Automate leads and proposals tracking.
- Time tracking features.
- Quoting: seamlessly send branded quotes to customers.
- Gannt charts.
- Team collaboration features.
92.14285714285714%
9.2
100%
10.0
- Enables us to distinguish billable and non-billable hours when reimbursing employees.
- Reduce errors when estimating and tracking time incurred on projects.
- Quoting, financial reporting and project accounting.
It was overwhelming to configure ConnectWise Manage and was pricey compared to WorkflowMax, which was well embraced by all our employees.
February 27, 2022
WorkflowMax is excellent for growing customers and increasing sales
It is a very complete software, which integrates into a single program the entire sales process of the company's products and services, from tracking and information of all customers and activities to develop for the implementation of projects, to billing. It is a very complete program that has no comparison with others.
- You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
- It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
- It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
- It can be a little overwhelming all the functions and tools that the program has so it becomes a little difficult to use at first. For those who have knowledge of workflow software, it is a little easier to learn.
- The expenses section is very ambiguous, it does not have specific fields to be able to detail the outputs and outputs that have been had in the time of the project.
- Having all the information on a single screen can also be overwhelming. It would be great if they would design this part of the program better.
- Lead tracking and customizable reports and budgets can be made from the same platform.
- Track hours on each task, to monitor the actual time it took to execute them.
- Lists can be added to the tasks assigned to each collaborator to efficiently manage activities.
95%
9.5
97.5%
9.8
- The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.
February 16, 2022
Great for the construction industry
Workflowmax is a good software depending on the industry you are in. This was a especially good software for some of my construction clients. It allowed them to track employee time on their respected jobs and give the project managers a better tool to gage on how they should bid jobs and also allowed them to create quotes in the softeware.
- Employee time tracking
- Quotes
- Scheduling
- Setup
- Employee tracking
- Job tracking
- Quotes and bidding
82.14285714285714%
8.2
85%
8.5
- Better estimates
- Better bidding quotes
- Better data for accounting records
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.