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WorkflowMax

WorkflowMax

Overview

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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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

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Pricing

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Standard

$20

Cloud
per month

Standard

$35

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

Starting price (does not include set up fee)

  • $20 per month
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Product Demos

Product Demo - G-Accon for WorkflowMax/Xero Practice Manager

YouTube
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

9.3
Avg 7.6

Professional Services Automation

Features that support professional services organizations

9.5
Avg 7.5
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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

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax

WorkflowMax Video

Visit http://www.workflowmax.com to watch WorkflowMax video.

WorkflowMax Competitors

WorkflowMax Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported CountriesUnited States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa
Supported LanguagesEnglish

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.

WorkflowMax starts at $20.

Harvest, Kissflow, and ProWorkflow are common alternatives for WorkflowMax.

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

Consumers0%
Small Businesses (1-50 employees)95%
Mid-Size Companies (51-500 employees)5%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(69)

Reviews

(1-25 of 28)
Companies can't remove reviews or game the system. Here's why

WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot

Rating: 9 out of 10
April 02, 2022
  • 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.

WorkflowMax is excellent for growing customers and increasing sales

Rating: 10 out of 10
February 27, 2022
IP
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • 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.

Great program for timekeeping, invoicing, and project management!

Rating: 10 out of 10
December 21, 2017
Verified User
Vetted Review
Verified User
WorkflowMax
3 years of experience
  • 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.

WorkflowMax: Improving the Business of Architecture

Rating: 8 out of 10
July 23, 2015
Verified User
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.

Workflow Maxing it for us!

Rating: 8 out of 10
July 22, 2015
LS
Vetted Review
Verified User
WorkflowMax
4 years of experience
  • It is very simple to use. The engineers don't have time for big training sessions and they have picked up on how to use it very easily.
  • It is easy to correct mistakes. Sometimes the engineers don't get things set up right on jobs and I have to rectify the issues and it is so simple to do with just adding additional templates to jobs.
  • The report builder is marvelous. I am able to create all sorts of reports for all sorts of situations and creating mailing lists etc., is so easy.

WorkflowMax Review

Rating: 10 out of 10
July 21, 2015
NC
Vetted Review
Verified User
WorkflowMax
2 years of experience
  • One source of truth around our clients, contractors, available resources and current jobs
  • Quoting and invoicing
  • Time tracking

Workflow max - well worth the money.

Rating: 8 out of 10
July 21, 2015
AM
Vetted Review
Verified User
WorkflowMax
3 years of experience
  • Flexible reporting tools
  • Job management is easy, straight forward to find invoices, purchases and other aspects associated with a particular job
  • Well priced

WorkflowMax.... helps you get the max from your workflow!

Rating: 8 out of 10
July 21, 2015
CL
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
  • Really good for teams to keep up with where a project is at against the time left to achieve the goal
  • Great for keeping all the information for each project in one spot.

WorkflowMax - The Only Project Management Program You Need

Rating: 10 out of 10
July 21, 2015
AS
Vetted Review
Verified User
WorkflowMax
2 years of experience
  • Reporting - enables users to see at a glance exactly what is outstanding, what jobs are open, and what action is required on each particular project
  • Invoicing - once the template has been set up invoicing is extremely easy to do
  • Timesheets - individual users can input their own timesheets and this information carries over automatically into invoices. Makes my job so much easier!

New User review - best thing we ever did...

Rating: 10 out of 10
July 21, 2015
RD
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • Ease of understanding and learning the programme for all staff levels with good learning support.
  • Very good data and graphic presentation to get a quick or detailed picture of the business
  • Relative ease of data entry

WorkflowMax your time today.

Rating: 8 out of 10
July 21, 2015
Verified User
Vetted Review
Verified User
WorkflowMax
3 years of experience
  • Jobs can be allocated to each member of staff - with a due date - which keeps us on track with deadlines
  • Data flows from Xero into WorkflowMax and in turn links to the IRD for ease of filing returns on line
  • Documents can be attached to clients files - or notes added- now easy to access so everyone has an up to date picture of what is going on

Can even herd cats.

Rating: 10 out of 10
July 21, 2015
Verified User
Vetted Review
Verified User
WorkflowMax
4 years of experience
  • Clear and easy to use which helps - so very little resistance from staff to utilise the functions
  • Saves a huge amount of time from a functional management perspective
  • Allows you to get a quick overview of where your business is at and where the workflow crunches are occurring

Why WorkflowMax Works For Us

Rating: 10 out of 10
July 21, 2015
TE
Vetted Review
Verified User
WorkflowMax
2 years of experience
  • WorkflowMax is great at collating time sheets across teams, clients and projects. Managing hours spent on discrete project by various staff members is critical to our business. Since using WorkflowMax blowouts are a thing of the past.
  • WorkflowMax integrates directly with Xero. Invoices created in WorkflowMax are added into Xero's accounts receivables like magic.
  • WorkflowMax allows for the easy creation of custom templates that fit in with our organisation's standard documents.

Working for you - WorkflowMax - highly reccomend

Rating: 9 out of 10
July 21, 2015
SC
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • Staff timesheets. WorkflowMax enables easy time entering for staff, and allows us to progress invoice up to date. It can work in with payroll systems and accounting software for ease of entering - saving alot of time and double entering.
  • Gives a clear view of the current and upcoming jobs / tasks
  • Able to track and follow a job, comparing the estimates to the actual amount billed for a job. You can see where things may have gone overtime, or undertime etc

Happy Happy Happy with WorkFlowMax

Rating: 9 out of 10
July 21, 2015
MW
Vetted Review
Verified User
WorkflowMax
1 year of experience
  • Makes it easier to quote a job as information is set and types of work can be changed. Great as everyone knows our charge out rates and can quote quickly
  • Very easy to find client contact details. Having all the clients details is good as you only need to know part of the company or their name and you can find them
  • Very easy to review a job to see what needs to be done. Workflows are fantastic!
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