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

Brittany Frontis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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

WorkflowMax is a great solution to every single business person since we all have tasks to manage and track. I like that no manual procedures are involved when planning the future and forecasting with WorkflowMax.

WorkflowMax Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
10
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Support for Waterfall Methodology
10
Document Management
10
Email integration
10
Mobile Access
10
Timesheet Tracking
9
Change request and Case Management
Not Rated
Budget and Expense Management
10
Quotes/estimates
10
Invoicing
10
Project & financial reporting
10
Integration with accounting software
10