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
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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.
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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
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Features
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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
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Reviews and Ratings
(69)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
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.
WorkflowMax is integral to our business. Max is responsible for managing the flow of mortgage loans to lenders for over 40 top Australian mortgage brokers. We manage the compliance and submission processes of hundreds of loans, on behalf of mortgage brokers. WorkflowMax enables us to manage the status of deals and the flow of information between stakeholders. We use it in conjunction with Business Dropbox for our documents and Xero accounting (with Stripe) for fast billing.
WorkflowMax (and Dropbox) offers us the security we need over our files and information as you can imagine we view and manage deeply personal information.
WorkflowMax enables our business to be a leader in what we do for brokers.
WorkflowMax (and Dropbox) offers us the security we need over our files and information as you can imagine we view and manage deeply personal information.
WorkflowMax enables our business to be a leader in what we do for brokers.
- Workflow templates and tasks for varying scenarios.
- Communication and status updates to stakeholders with audit trail.
- Different Job states for different templates.
- Maybe allowing a note option to change a job state.
36.42857142857143%
3.6
67.5%
6.8
- 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.
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.
December 21, 2017
Great program for timekeeping, invoicing, and project management!
Our entire organization uses WorkflowMax to manage timekeeping and time entry, billing and project budget management, business development lead tracking, productivity tracking, and for other billing and accounting purposes. We use it on a daily basis to enter time and be able to review project progress easily. We use the invoicing features generally on a monthly basis. The depth of work in WorkflowMax depends on each person's position. For example, our business office coordinator and Principals use all of the features that we have, while entry-level staff uses it primarily to enter their billed time.
- Project and task setup is convenient. I appreciate the ability to customize tasks.
- The different reports that are available are very useful. They quickly summarize the information we need to know.
- The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.
- I would like to see a connection between the "budget" and the "quote" for a project. These are always equal, so it would be more convenient if they were linked.
- I would like to be able to sort invoices on the Financials tab by the different fields. Currently, they are always chronological. It would be nice if I could sort by status and amount due.
- I would like to be able to "freeze" the column headers in the weekly time entry view so that they remain visible when I scroll down many tasks.
- I would like to be able to set different billing rates for the same staff members that could be auto-selected based on the project type.
43.57142857142857%
4.4
92.5%
9.3
- 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.
- Timekeeper
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.