WorkflowMax Review
July 21, 2015

WorkflowMax Review

Nicky Chalker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

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.
  • One source of truth around our clients, contractors, available resources and current jobs
  • Quoting and invoicing
  • Time tracking
  • The ability to customise the names of the different areas. For example we would like to change the Lead tab to Resource Pool
  • Autosave
  • Colour and bold into notes and Add notes in two places
  • Timesheet should not allow me to enter zero hours without a pop-up confirmation
  • Time and efficiency savings
We trialled a bespoke system - [it was] too clunky.

WorkflowMax Feature Ratings

Task Management
9
Resource Management
9
Scheduling
Not Rated
Team Collaboration
Not Rated
Document Management
Not Rated
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
10
Invoicing
10
Project & financial reporting
10
Integration with accounting software
10