WorkflowMax Reviews

60 Ratings
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Score 8.4 out of 100

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Reviews (1-25 of 25)

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Janette Fairleigh | TrustRadius Reviewer
December 19, 2019

WorkflowMax for Loan Assistant Mortgage Broker support and Loan Submission service

Score 10 out of 10
Vetted Review
Verified User
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Return on Investment

  • 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.
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Nadine Haines | TrustRadius Reviewer
August 14, 2015

WorkflowMax for Lawyers - a worthy alternative to Legal Practice Management Systems

Score 9 out of 10
Vetted Review
Verified User
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Return on Investment

  • 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.
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Lindsay Simpson | TrustRadius Reviewer
July 21, 2015

Workflow Maxing it for us!

Score 8 out of 10
Vetted Review
Verified User
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Return on Investment

  • Definitely increased employee efficiency by making my life easier invoicing each month!
  • Also catching out on lost revenue - before we struggled to track the time spent on jobs where as now it is easy so revenue has increased.
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Andrea Steed | TrustRadius Reviewer
July 21, 2015

WorkflowMax - The Only Project Management Program You Need

Score 10 out of 10
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Verified User
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Return on Investment

  • 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
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Anonymous | TrustRadius Reviewer
December 21, 2017

Great program for timekeeping, invoicing, and project management!

Score 10 out of 10
Vetted Review
Verified User
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Return on Investment

  • 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.
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Anonymous | TrustRadius Reviewer
July 23, 2015

WorkflowMax: Improving the Business of Architecture

Score 8 out of 10
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Verified User
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Return on Investment

  • 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.
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Anonymous | TrustRadius Reviewer
July 21, 2015

WorkflowMax your time today.

Score 8 out of 10
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Verified User
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Return on Investment

  • The integration with online accounting systems and government sites makes for an efficient streamline working relationship resulting in better customer service.
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Anonymous | TrustRadius Reviewer
July 21, 2015

Can even herd cats.

Score 10 out of 10
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Verified User
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Return on Investment

  • Increased efficiencies
  • Better client service
  • Clearer perspective of the financial health of the business
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Anonymous | TrustRadius Reviewer
July 23, 2015

WorkflowMax review

Score 9 out of 10
Vetted Review
Verified User
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Return on Investment

  • Too early to say, but I expect it will result in the recovery of more time and therefore increase fees
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Feature Scorecard Summary

Task Management (22)
8.0
Resource Management (3)
3.0
Scheduling (16)
7.0
Workflow Automation (1)
8
Team Collaboration (16)
7.0
Document Management (16)
7.0
Email integration (1)
7
Mobile Access (18)
3.0
Timesheet Tracking (21)
10.0
Change request and Case Management (9)
7.4
Budget and Expense Management (15)
8.0
Quotes/estimates (20)
10.0
Invoicing (24)
9.0
Project & financial reporting (19)
9.0
Integration with accounting software (24)
9.0

About 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

Has featureEnd-to-end, Fully Integrated Job/Project/Workflow Management Software
Has featureLead Manager (CRM)
Has featureQuoting/Estimating
Has featureIntegrated Project Management
Has featureJob Costing
Has featureTime Tracking
Has featureStaff Scheduling
Has featureClient & Contractor Login
Has featurePurchase Order
Has featureInvoicing & Billing
Has featurePowerful Custom Reporting
Has featureIntegration with Xero Accounting Software
Has featureIntegration with over 25 other leading products
Has featureCustom Fields
Has featureCloud-based - Access Anywhere, Anytime

WorkflowMax Screenshots

WorkflowMax Integrations

WorkflowMax Competitors

WorkflowMax Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
1 User$15/monthBracketed Pricing
5 Users$49/monthBracketed Pricing
10 Users$99/monthBracketed Pricing
20 Users$149/monthBracketed Pricing
Unlimited$199/monthBracketed Pricing
ModulesPricing DetailsTerms
Lead Manager Module$15/month
WorkflowMax Premium$50/month

WorkflowMax Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
95%
Mid-Size Companies (51-500 employees)
5%
Enterprises (> 500 employees)
0%

WorkflowMax Support Options

 Free VersionPaid Version
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Tutorial Videos

WorkflowMax Technical Details

Deployment Types:SaaS
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