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
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.
Inés Prieto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Janette Fairleigh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Nadine Haines | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is used across the entire firm. All staff use it for time recording, but we have recently started generating invoices from WorkflowMax and are looking at utilising other features, such as milestones, reminders etc. We also use the reporting features, in particular WIP and custom time reports.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Workflow Max is primarily being used by our firm to track potential and active jobs, establish staffing forecasting, collect staff timesheets, and issue accurate invoices. It has proven to be a very functional, reliable, and easy to engage with software solution to a series of difficult problems.
Keith Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
WorkflowMax is being used for:

  • Timesheet and allocation of time to clients and non-client activity
  • CRM - Lead development
  • Invoicing and Expense Management (via Xero)
  • Client management
  • Employee Self Service HR
No problems to mention, except in need of a Phone App like Xero.
July 21, 2015

WorkflowMax Review

Nicky Chalker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
WorkflowMax is being used across the whole organisation. It allows us to have transparency around jobs and our contractors. It is also being utilised as a CRM system. I have also entered all of our available resources and categorised them in order to have an up to date list of available resources. I have done this under the lead area.
Caroline Laredo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use WorkflowMax across the organization as a management tool for our staff to manage projects and to link in with Xero. Our employees are contractors and can see what projects have been allocated to them and how many hours we anticipate it will take them. We can see where they are at without having to phone and this works well for people in the media industry. I like that you can attach notes and we are trying to use this with Dropbox, currently this is not working successfully, but we have only just started and if its like the other areas, we will soon either work it out ourselves or get great support.
Andrea Steed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We're just a small company so only a few people use WorkflowMax, but everybody who does agrees that it is really user friendly. Personally, it makes my job as admin asst extremely easy and invoicing has become a breeze! Also the reporting side of WorkflowMax allows me to see at a glance just what payments are outstanding, and what purchase orders still need to be approved by the client. I also particularly like the simple integration WorkflowMax has with my accounting package, Xero.
Russell Devlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using WorkFlowMax across the whole business. It is primarily used to track hours on architectural jobs and helps us do so with relative ease. It has been easy to learn and we are developing our understanding to allow us to use more modules as we progress. In this vein, the videos and support available is very user friendly.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use WorkflowMax as our online data base, for online filing of tax returns and GST returns with the IRD syncing data with Xero which makes life so much easier. I use it as a time management tool for keeping track of jobs due on an ad hoc or recurring basis. It also acts as a good guide for raising invoices - although we do this in Xero.
July 21, 2015

Can even herd cats.

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use WorkflowMax for every aspect of our jobs other than strategy and design. We use it to open new jobs, allocate staff and costs as well as timings. We use the system to traffic the work and ensure we meet deadlines. In addition we upload costs, issue estimates and purchase orders and raise invoices. Our accountant then exports these invoices seamlessly into MYOB. It is a very useful tool for us and provides a structure to our business that all staff adhere to.
David Melloy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use WorkFlowMax for all our time management and billing needs, as well as contact and client management. Typically our process means that WorkflowMax is used through out the entire life of a project, from quoting to tracking variations. The integration with the Xero accounting package is fantastic as it saves our admin staff from double handling accounting information, which in turns saves errors from being made, and bills being missed.
Ted Esdaile-Watts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use WorkflowMax as the central time tracking portal and platform for creation of all project estimates and invoices. Once an estimate is approved WorkflowMax quickly turns it into a easily tracked job, allowing us to stick to budgets, record and manage time, then just as quickly create an invoice. WorkflowMax allows us to save valuable time on administration and project management.
Mark Williams | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
WorkflowMax is used to record all client details, all job details and all quote information. It is also used for entering timesheets and creating invoices. It is being used by all persons in the organisation. It keeps all information in one place and reduces the need for multiple spread sheets.