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At a Glance
Market Segments
Small-Business (59.4% of reviews)
Small-Business (78.8% of reviews)
Entry-Level Pricing
$0.00
Starting at $25.00 Per Month
Portfolio Manage
Star Rating
(296)4.2 out of 5
Market Segments
Small-Business (59.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$0.00
Browse all 4 pricing plansWorkflowMax
Star Rating
(56)4.0 out of 5
Market Segments
Small-Business (78.8% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $25.00 Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that WorkflowMax has a lower entry-level price of $15 per month, making it more accessible for small businesses, while LiquidPlanner offers a free entry-level option, which reviewers appreciate for its cost-effectiveness.
- Reviewers mention that LiquidPlanner excels in task management features, particularly with its "Drag & Drop" functionality and "Dependencies" management, scoring significantly higher than WorkflowMax, which struggles in these areas.
- G2 users highlight that LiquidPlanner's "Quality of Support" is rated at 8.8, indicating a strong customer service experience, whereas WorkflowMax's support rating of 6.7 leaves users feeling less satisfied.
- Users on G2 report that LiquidPlanner's "Project Planning" capabilities, including "GANTT" charts and "Calendar View," are superior, providing better visualization and management tools compared to WorkflowMax's lower ratings in these features.
- Reviewers say that LiquidPlanner's "Time Tracking" features, such as "Tracking Time to Project/Task," are more robust and user-friendly, with a score of 9.0, while WorkflowMax's time tracking capabilities are seen as less efficient, scoring only 7.5.
- Users report that LiquidPlanner's "Resource Management" tools, particularly in "Capacity" and "Scheduling," are highly rated, making it easier for teams to allocate resources effectively, while WorkflowMax's ratings in these areas are significantly lower, indicating potential challenges for users.
Pricing
Entry-Level Pricing
Portfolio Manage
FREE
$0.00
Powerful enough for real work and evaluation
- Max Users: 3
- Max Tasks: 300
- Max Projects: 10
WorkflowMax
STANDARD
Starting at $25.00
Per Month
Great for freelancers and small teams.
- Quoting/Estimating
- Client Manager
- Timesheets
Free Trial
Portfolio Manage
Free Trial is available
WorkflowMax
Free Trial is available
Ratings
Meets Requirements
8.5
225
8.3
47
Ease of Use
7.9
229
8.1
51
Ease of Setup
7.4
75
7.9
32
Ease of Admin
8.4
78
8.1
15
Quality of Support
8.8
185
8.2
42
Has the product been a good partner in doing business?
8.9
74
8.1
15
Product Direction (% positive)
7.6
212
7.5
47
Features by Category
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Mobile & Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Tasks
8.8
126
|
Verified
8.9
19
|
Verified
8.9
123
|
Verified
8.6
19
|
Verified
8.6
119
|
Verified
8.6
19
|
Verified
8.2
113
|
Verified
7.8
17
|
Verified
8.2
108
|
Verified
7.4
18
|
Verified
7.9
60
7.9
14
8.5
115
|
Verified
6.8
18
|
Verified
Feature Not Available
7.4
17
|
Verified
Projects
8.6
117
|
Verified
7.2
17
|
Verified
8.4
100
|
Verified
7.5
17
|
Verified
7.9
91
|
Verified
6.5
17
|
Verified
Feature Not Available
6.9
17
|
Verified
8.2
102
|
Verified
7.7
17
|
Verified
Feature Not Available
8.5
17
|
Verified
7.6
55
Feature Not Available
8.1
93
|
Verified
8.3
17
|
Verified
Feature Not Available
7.4
17
|
Verified
8.3
94
|
Verified
8.7
17
|
Verified
8.0
81
|
Verified
8.0
17
|
Verified
Resource Management
8.2
90
|
Verified
7.8
17
|
Verified
8.4
98
|
Verified
6.9
17
|
Verified
8.5
108
|
Verified
6.9
17
|
Verified
Project Monitoring
Feature Not Available
7.9
17
|
Verified
8.3
98
|
Verified
6.4
16
|
Verified
8.2
112
|
Verified
7.5
17
|
Verified
Generative AI
8.6
7
5.8
13
8.1
7
5.8
13
Agentic AI - Project Management
Not enough data
5.9
11
Not enough data
6.7
11
Not enough data
6.2
11
Not enough data
6.8
11
Not enough data
6.4
11
Not enough data
6.8
11
Not enough data
6.4
11
Portfolio Management
8.8
14
Not enough data
8.6
15
Not enough data
9.0
14
Not enough data
9.5
14
Not enough data
Project Management
8.4
17
Not enough data
9.0
17
Not enough data
9.7
15
Not enough data
Resource Management
9.7
15
Not enough data
9.0
15
Not enough data
9.0
14
Not enough data
Data & Analytics
9.3
14
Not enough data
8.7
15
Not enough data
8.9
15
Not enough data
8.8
13
Not enough data
Strategy - Project and Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Setup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Planning
8.4
65
Not enough data
8.5
77
Not enough data
8.5
79
Not enough data
Optimization
8.4
79
Not enough data
8.4
80
Not enough data
Feature Not Available
Not enough data
Task Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Customer Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Automation
7.5
6
Not enough data
7.5
6
Not enough data
9.7
5
Not enough data
Administration
9.4
6
Not enough data
8.9
6
Not enough data
8.0
5
Not enough data
Project management
7.2
6
Not enough data
7.8
6
Not enough data
7.5
6
Not enough data
8.0
5
Not enough data
7.0
5
Not enough data
7.7
5
Not enough data
7.3
5
Not enough data
Workload
8.0
5
Not enough data
7.2
6
Not enough data
7.5
6
Not enough data
8.1
6
Not enough data
Communication & Collaboration
7.7
5
Not enough data
7.3
5
Not enough data
10.0
5
Not enough data
Cost Management
7.5
6
Not enough data
7.5
6
Not enough data
9.7
6
Not enough data
Integration
7.3
5
Not enough data
8.0
5
Not enough data
7.5
6
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content & Documents
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Controls
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Remote Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Project Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
Not enough data
8.5
39
Not enough data
8.3
38
Not enough data
8.1
37
Client Invoicing
Not enough data
8.5
32
Not enough data
7.4
17
Not enough data
7.2
34
Mobile Time Tracking
Not enough data
7.5
35
Administration
Not enough data
7.2
29
Not enough data
7.8
29
Not enough data
6.7
29
Not enough data
Feature Not Available
Not enough data
8.0
30
Platform
Not enough data
7.5
29
Not enough data
7.7
27
Not enough data
6.3
28
Not enough data
7.9
29
Not enough data
7.4
28
Not enough data
Feature Not Available
Categories
Categories
Shared Categories
Portfolio Manage and WorkflowMax are categorized as Project Management and Work Management
Unique Categories
Portfolio Manage is categorized as Project and Portfolio Management and Resource Management
WorkflowMax is categorized as CRM, Time Tracking, Document Management, Invoice Management, Professional Services Automation, Project Collaboration, Project Cost Management, Task Management, and Workflow Management
Reviews
Reviewers' Company Size
Portfolio Manage
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
WorkflowMax
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
13.8%
Information Technology and Services
13.1%
Computer Software
7.4%
Mechanical or Industrial Engineering
4.9%
Higher Education
4.9%
Other
55.8%
Marketing and Advertising
15.4%
Construction
9.6%
Accounting
9.6%
Computer Software
7.7%
Civil Engineering
7.7%
Other
50.0%
Alternatives
Discussions
Can you try LiquidPlanner for free?
1 Comment
Official Response from Portfolio Manage
You can try LiquidPlanner free for 14 days—no credit card required. Simply start a trial to get started. During your free trial, you’ll get full access to...Read more
Where can i hire an expert in Liquid Planner to review and optimize the way we are using the platform?
1 Comment
Official Response from Portfolio Manage
Hi Robert,
You can submit a request on our Professional Services page and someone will be in touch with you...Read more
Portfolio Manage has no more discussions with answers
WorkflowMax has no discussions with answers
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