WorkflowMax

WorkflowMax

About TrustRadius Scoring
Score 7.6 out of 100
WorkflowMax

Overview

Recent Reviews

Reviewer Sentiment

N/A
Positive ()
N/A
Negative ()
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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

(1-25 of 28)
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Brittany Frontis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Inés Prieto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • WorkflowMax has provided our company with significant positive ROI by shortening the amount of time that staff needs to spend on time entry, invoicing, project review, etc.
  • By making it easier to enter time on a daily basis, WorkflowMax has allowed us to monitor project budgets and avoid going over budget more effectively.
  • With WorkflowMax, we are better enabled to compare project budgets across different clients and can calibrate new budgets accordingly.
Nadine Haines | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Quicker timesheet to invoice processing.
  • Improved staffing outlooks and future planning resulting in fewer hills and valleys of staff availability.
  • Tracking of potential jobs and their conversion into actual jobs, and not losing hours invested during the lead up to a signed contract.
Andrea Steed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • WorkflowMax training for new users is quick and easy with all the help and videos that are provided. A real time-saver when it comes to training new users
  • Our Director is able to keep tabs on all the leads he generates, and he can see at a glance exactly where each lead is at
Russell Devlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • WorkFlow Max has helped the business improve its performance.
  • Staff have a good understanding of how the business works and of their contribution to performance.
  • We are able to answer customer queries quickly and easily with accurate information