WorkflowMax is excellent for growing customers and increasing sales
February 27, 2022

WorkflowMax is excellent for growing customers and increasing sales

Inés Prieto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

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.
  • 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.
  • It can be a little overwhelming all the functions and tools that the program has so it becomes a little difficult to use at first. For those who have knowledge of workflow software, it is a little easier to learn.
  • The expenses section is very ambiguous, it does not have specific fields to be able to detail the outputs and outputs that have been had in the time of the project.
  • Having all the information on a single screen can also be overwhelming. It would be great if they would design this part of the program better.
  • Lead tracking and customizable reports and budgets can be made from the same platform.
  • Track hours on each task, to monitor the actual time it took to execute them.
  • Lists can be added to the tasks assigned to each collaborator to efficiently manage activities.
  • The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Do you think WorkflowMax delivers good value for the price?

Yes

Are you happy with WorkflowMax's feature set?

Yes

Did WorkflowMax live up to sales and marketing promises?

Yes

Did implementation of WorkflowMax go as expected?

Yes

Would you buy WorkflowMax again?

Yes

Google Workspace (formerly G Suite), Join.me, Webex App
It is a very good software for companies of all sizes, especially those with different departments. Since a single program can be executed without problems monitoring all work areas of the company, makes the work more efficient.

WorkflowMax Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
9
Scheduling
9
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
9
Support for Waterfall Methodology
10
Document Management
9
Email integration
9
Mobile Access
9
Timesheet Tracking
10
Change request and Case Management
10
Budget and Expense Management
9
Quotes/estimates
10
Invoicing
10
Project & financial reporting
10
Integration with accounting software
9