Great financial functionality, very robust, but requires a big time commitment.
Dacia Coffey | TrustRadius Reviewer
August 30, 2020

Great financial functionality, very robust, but requires a big time commitment.

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Workamajig

We use Workamajig for estimating, billing, financial reporting, time tracking, and project management. Our team uses it as do a few of our contractors. It helped us unify our financials to the estimates, projects, and scope of work. Running financial statements is so easy now, although the setup is cumbersome. It integrates to Box so all of our files are permanently stored.
  • I like being able to run my financials immediately anytime I want.
  • The estimating function is great and it's easy to turn an estimate into a live project.
  • I like that it integrates with Box.
  • It's an extremely robust tool for a good price.
  • They are constantly releasing updates.
  • I love that you can customize your chart of accounts easily to get the best structure for your accounting. This solved a lot of problems for us.
  • The interface is not great, nor is it intuitive.
  • The setup is very cumbersome. You need to be committed to making this an integral part of your company, and you must identify a power user to take ownership of learning how to troubleshoot and continuing to optimize its usage. This is a huge responsibility.
  • The system is so complex that it's not easy to keep learning new modules. The project management functionality includes gannt charts, budgeting, reviews, and client access, but we've never been able to get those to work smoothly.
  • It has a projected revenue functionality that has never worked as it should and we've never gotten the support we needed to get it there, so we just had to give up trying.
  • Workamajig has saved us money by giving us visibility into our financials.
  • It has saved us time in simplifying billing and estimating.
  • It has made providing info to our CPA much easier.
We've used QuickBooks and it didn't align well with our business, so there were a lot of insights I wanted from the numbers, but couldn't get. We use Basecamp, which is easy, but can get disorganized pretty quickly and takes discipline to stay structured.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.

Workamajig Feature Ratings

Task Management
7
Resource Management
6
Gantt Charts
6
Scheduling
5
Workflow Automation
3
Team Collaboration
7
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
9
Email integration
8
Timesheet Tracking
7
Change request and Case Management
3
Budget and Expense Management
6
Quotes/estimates
7
Invoicing
8
Project & financial reporting
9
Integration with accounting software
Not Rated