WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot
April 02, 2022
WorkflowMax: Robust for Task Management, Invoicing and Time Tracking in One Single Integrated Spot
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with WorkflowMax
It’s nearly three years now ever since I started using WorkflowMax in my current organization. It is the backbone of project management in the Sales department, which helps us manage, track and report on all sales-related tasks in one single integrated solution.
- 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.
- Setting multiple billing rates for a single employee always lead to an error.
- Template customization should be added.
- Invoicing: Create and send customized invoices to customers.
- Lead manager tools: Automate leads and proposals tracking.
- Time tracking features.
- Quoting: seamlessly send branded quotes to customers.
- Gannt charts.
- Team collaboration features.
- Enables us to distinguish billable and non-billable hours when reimbursing employees.
- Reduce errors when estimating and tracking time incurred on projects.
- Quoting, financial reporting and project accounting.
It was overwhelming to configure ConnectWise Manage and was pricey compared to WorkflowMax, which was well embraced by all our employees.
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