WorkflowMax Reviews

60 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.4 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-2 of 2)

Companies can't remove reviews or game the system. Here's why.

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