# Projectworks vs WorkflowMAX Comparison
---
## AI Generated Summary
- **G2 reviewers report** that WorkflowMAX excels in project management for small businesses, with users appreciating its seamless integration with Xero, which simplifies invoicing and financial tracking. One user highlighted, "I love how easy WorkflowMax is to use for managing projects from start to finish in my engineering consultancy business."
- **Users say** Projectworks stands out for its visual project timelines and resource planning capabilities, which help teams identify potential delays early. A reviewer mentioned, "The visual timelines make it easy to spot delays early, before it even happens," showcasing its proactive approach to project management.
- **According to verified reviews** , WorkflowMAX offers a customizable workflow that many users find beneficial for their specific needs, although some have noted challenges in configuration. One user stated, "I like that WorkflowMax is a customizable workflow that integrates neatly with Xero," indicating its flexibility.
- **Reviewers mention** that Projectworks provides robust reporting and forecasting tools, which are essential for managing multiple initiatives. A user shared, "I use Projectworks to evaluate demand, margin, and capacity across multiple initiatives," highlighting its effectiveness in resource management.
- **G2 reviewers highlight** that while WorkflowMAX has a strong focus on project budgeting and financial performance, it may not be as comprehensive in professional services automation compared to Projectworks, which has a higher score in that category. Users appreciate WorkflowMAX's budgeting features, with one stating, "It gives me an instant picture of pipeline and project financial performance."
- **Users report** that both platforms have their strengths in ease of use, but Projectworks edges out with slightly higher ratings. Reviewers have noted that Projectworks helps them run delivery with less firefighting, thanks to its resource planner and live forecasts, making it a more reliable choice for teams needing real-time insights.



| | Projectworks | WorkflowMAX | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 207 | 66 | 
| **Largest Market Segment** | Small-Business (64.9% of reviews) | Small-Business (81.0% of reviews) | 
| **Entry Level Price** | Free Trial | Starting at $25.00 Per Month | 

---
## Top Pros & Cons

### Projectworks

Pros:
- Ease of Use (82 reviews)
- Project Management (63 reviews)

Cons:
- Missing Features (25 reviews)
- Limited Features (23 reviews)

### WorkflowMAX

Pros:
- Ease of Use (25 reviews)
- Time Tracking (13 reviews)

Cons:
- Missing Features (7 reviews)
- Limited Functionality (5 reviews)

---
## Ratings Comparison
| Rating | Projectworks | WorkflowMAX | 
|---|---|---|
  | **Meets Requirements** | 8.5 (160 reviews) | 8.2 (53 reviews) | 
  | **Ease of Use** | 8.6 (162 reviews) | 8.2 (57 reviews) | 
  | **Ease of Setup** | 8.1 (135 reviews) | 8.1 (38 reviews) | 
  | **Ease of Admin** | 8.6 (104 reviews) | 8.4 (20 reviews) | 
  | **Quality of Support** | 8.6 (152 reviews) | 8.3 (48 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (101 reviews) | 8.3 (20 reviews) | 
  | **Product Direction (% positive)** | 9.7 (153 reviews) | 7.8 (53 reviews) | 

---
## Pricing

### Projectworks

#### Entry-Level Pricing

Plan: Try Projectworks for free

Price: Free Trial

Description: Access all Projectworks features for 21 days, no credit card required.

Key Features:
- Time tracking
- Expenses
- Resourcing

[Browse all 4 editions](https://www.g2.com/products/projectworks/pricing)

#### Free Trial

Yes

### WorkflowMAX

#### Entry-Level Pricing

Plan: STANDARD

Price: Starting at $25.00 Per Month

Description: Great for freelancers and small teams.

Key Features:
- Quoting/Estimating 
- Client Manager 
- Timesheets 

[Browse all 3 editions](https://www.g2.com/products/workflowmax/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Sales Force Automation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Contact & Account Management** | Not enough data | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | Not enough data | 
| **Task / Activity Management** | Not enough data | Not enough data | 
| **Territory & Quota Management** | Not enough data | Not enough data | 
| **Desktop Integration** | Not enough data | Not enough data | 
| **Product & Price List Management** | Not enough data | Not enough data | 
| **Quote & Order Management** | Not enough data | Not enough data | 
| **Customer Contract Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Email Marketing** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Marketing ROI Analytics** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Case Management** | Not enough data | Not enough data | 
| **Customer Support Portal** | Not enough data | Not enough data | 
| **Knowledge Base** | Not enough data | Not enough data | 
| **Call Center Features** | Not enough data | Not enough data | 
| **Support Analytics** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 

#### Mobile & Social

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | Not enough data | 
| **Social Network Integration** | Not enough data | Not enough data | 
| **Mobile User Support** | Not enough data | Not enough data | 

#### Platform

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Customization** | Not enough data | Not enough data | 
| **Workflow Capability** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Document & Content Mgmt.** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Output Document Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 7.2/10 | 125 |
| **WorkflowMAX** | 7.5/10 | 26 |

#### Tasks

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Creation & Assignment** | 8.0 (71 reviews) | 8.9 (19 reviews) ✓ Verified | 
| **Due Dates** | 8.1 (73 reviews) | 8.6 (19 reviews) ✓ Verified | 
| **Task Prioritization** | 7.5 (68 reviews) | 8.6 (19 reviews) ✓ Verified | 
| **To-Do Lists** | 7.0 (63 reviews) | 7.8 (17 reviews) ✓ Verified | 
| **Dependencies** | 6.7 (60 reviews) | 7.4 (18 reviews) ✓ Verified | 
| **Mass Updates** | 7.0 (63 reviews) | 7.9 (14 reviews) | 
| **Drag & Drop** | 7.2 (61 reviews) | 6.8 (18 reviews) ✓ Verified | 
| **Recurring Tasks** | 7.4 (55 reviews) | 7.4 (17 reviews) ✓ Verified | 

#### Projects

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Planning** | 8.3 (72 reviews) | 7.2 (17 reviews) ✓ Verified | 
| **Project Map** | 7.6 (67 reviews) | 7.5 (17 reviews) ✓ Verified | 
| **GANTT** | 7.1 (64 reviews) | 6.5 (17 reviews) ✓ Verified | 
| **Calendar View** | 7.8 (62 reviews) | 6.9 (17 reviews) ✓ Verified | 
| **Views** | 7.4 (60 reviews) | 7.7 (17 reviews) ✓ Verified | 
| **Project Budgeting** | 9.1 (92 reviews) | 8.6 (18 reviews) ✓ Verified | 
| **Issue Tracking** | 6.8 (59 reviews) | Feature Not Available | 
| **Templates** | 6.6 (63 reviews) | 8.3 (17 reviews) ✓ Verified | 
| **Critical Path** | 6.6 (50 reviews) | 7.4 (17 reviews) ✓ Verified | 
| **Time & Expense** | 9.1 (89 reviews) | 8.8 (18 reviews) ✓ Verified | 
| **Methodologies** | 6.7 (56 reviews) | 8.0 (17 reviews) ✓ Verified | 

#### Resource Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Resource Definiton** | 7.8 (63 reviews) | 7.8 (17 reviews) ✓ Verified | 
| **Capacity** | 8.7 (73 reviews) | 6.9 (17 reviews) ✓ Verified | 
| **Scheduling** | 8.4 (77 reviews) | 6.9 (17 reviews) ✓ Verified | 

#### Project Monitoring

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Baselining / KPIs** | 7.7 (71 reviews) | 7.9 (17 reviews) ✓ Verified | 
| **Resource Allocation** | 8.5 (77 reviews) | 6.4 (16 reviews) ✓ Verified | 
| **Dashboards** | 8.7 (79 reviews) | 7.5 (17 reviews) ✓ Verified | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | 4.4 (39 reviews) | 6.1 (14 reviews) | 
| **AI Text Summarization** | 4.2 (38 reviews) | 5.8 (13 reviews) | 

#### Agentic AI - Project Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Autonomous Task Execution** | 4.6 (30 reviews) | 5.9 (11 reviews) | 
| **Multi-step Planning** | 5.0 (30 reviews) | 6.7 (11 reviews) | 
| **Cross-system Integration** | 6.4 (36 reviews) | 6.4 (13 reviews) | 
| **Adaptive Learning** | 4.4 (30 reviews) | 6.8 (11 reviews) | 
| **Natural Language Interaction** | 4.6 (30 reviews) | 6.4 (11 reviews) | 
| **Proactive Assistance** | 4.2 (31 reviews) | 6.8 (11 reviews) | 
| **Decision Making** | 4.7 (30 reviews) | 6.4 (11 reviews) | 

### Project Cost Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 8.8/10 | 60 |
| **WorkflowMAX** | N/A | N/A |

#### Cost Tracking

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Identification** | 8.9 (54 reviews) | Not enough data | 
| **Allocation** | 8.7 (55 reviews) | Not enough data | 
| **Standard Costs** | 8.7 (55 reviews) | Not enough data | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Setup

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Activities** | Not enough data | Not enough data | 
| **Flows** | Not enough data | Not enough data | 
| **Dependencies** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 

#### Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Updates** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Workflow Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Invoice Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Invoice Generation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Templates** | Not enough data | Not enough data | 
| **Digital Invoices** | Not enough data | Not enough data | 
| **Recurring Invoices** | Not enough data | Not enough data | 

#### Invoice Processing

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Approvals** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Consolidation** | Not enough data | Not enough data | 
| **Match Invoices** | Not enough data | Not enough data | 

#### Analytics

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Due Dates** | Not enough data | Not enough data | 
| **Cashflow** | Not enough data | Not enough data | 
| **KPIs** | Not enough data | Not enough data | 
| **Payment Tracking** | Not enough data | Not enough data | 

#### Integration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Accounting** | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | 
| **ERP** | Not enough data | Not enough data | 
| **Account Sync** | Not enough data | Not enough data | 

#### Agentic AI - Invoice Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 8.1/10 | 64 |
| **WorkflowMAX** | N/A | N/A |

#### Planning

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Resource Definiton** | 7.9 (47 reviews) | Not enough data | 
| **Capacity** | 8.4 (53 reviews) | Not enough data | 
| **Scheduling** | 8.4 (52 reviews) | Not enough data | 

#### Optimization

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Performance** | 8.2 (49 reviews) | Not enough data | 
| **Forecasting** | 8.5 (56 reviews) | Not enough data | 
| **Corrections** | 7.1 (46 reviews) | Not enough data | 

### Task Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Task Creation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Creation & Assignment** | Not enough data | Not enough data | 
| **Due Dates** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Mass Updates** | Not enough data | Not enough data | 

#### Task Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Task Prioritization** | Not enough data | Not enough data | 
| **To-Do Lists** | Not enough data | Not enough data | 
| **Dependencies** | Not enough data | Not enough data | 
| **Recurring Tasks** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 8.1/10 | 22 |
| **WorkflowMAX** | N/A | N/A |

#### Customer Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Customer Profiles** | 8.0 (16 reviews) | Not enough data | 
| **Sales** | 7.4 (13 reviews) | Not enough data | 
| **Marketing** | 5.4 (13 reviews) | Not enough data | 
| **Client Portal** | 5.3 (12 reviews) | Not enough data | 

#### Project Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Project Planning** | 8.8 (16 reviews) | Not enough data | 
| **Project Tracking** | 9.0 (17 reviews) | Not enough data | 
| **Resource Definition** | 8.2 (14 reviews) | Not enough data | 
| **Resource Management** | 8.8 (18 reviews) | Not enough data | 

#### Accounting

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Revenue Recognition** | 9.2 (15 reviews) | Not enough data | 
| **Invoice Management** | 8.8 (16 reviews) | Not enough data | 
| **Payments** | 8.5 (12 reviews) | Not enough data | 
| **Project Accounting** | 9.2 (13 reviews) | Not enough data | 
| **Budget Tracking** | 9.1 (18 reviews) | Not enough data | 

#### Portfolio Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Portfolio Definition** | 8.1 (12 reviews) | Not enough data | 
| **Portfolio Performance** | 8.2 (11 reviews) | Not enough data | 
| **Risk** | 7.4 (11 reviews) | Not enough data | 
| **Portfolio Mix** | 7.4 (11 reviews) | Not enough data | 

#### Analytics

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Forecasting** | 8.8 (17 reviews) | Not enough data | 
| **Reporting** | 9.1 (17 reviews) | Not enough data | 
| **KPIs** | 7.8 (13 reviews) | Not enough data | 

#### Administration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Standard Integrations** | 8.9 (17 reviews) | Not enough data | 
| **Workflow** | 9.2 (13 reviews) | Not enough data | 
| **Access Management** | 9.1 (16 reviews) | Not enough data | 

#### Platform

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **APIs** | 8.2 (11 reviews) | Not enough data | 
| **Internationalization** | 7.4 (14 reviews) | Not enough data | 
| **Performance and Reliability** | 9.4 (15 reviews) | Not enough data | 
| **Mobile** | 7.5 (12 reviews) | Not enough data | 
| **Offline Access** | 5.2 (10 reviews) | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Artificial Intelligence - Professional Services Automation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Work Management

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 7.4/10 | 41 |
| **WorkflowMAX** | N/A | N/A |

#### Automation

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Workflows** | 8.1 (26 reviews) | Not enough data | 
| **Customization** | 8.1 (27 reviews) | Not enough data | 
| **Data repository** | 7.8 (29 reviews) | Not enough data | 

#### Administration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Permissions** | 8.6 (32 reviews) | Not enough data | 
| **Procedures** | 7.2 (27 reviews) | Not enough data | 
| **Remote Work** | 8.8 (31 reviews) | Not enough data | 

#### Project management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Task Prioritization** | 6.5 (28 reviews) | Not enough data | 
| **Dependencies** | 6.3 (22 reviews) | Not enough data | 
| **Planning** | 8.3 (29 reviews) | Not enough data | 
| **Views** | 7.4 (26 reviews) | Not enough data | 
| **Scheduling** | 8.2 (29 reviews) | Not enough data | 
| **Critical Path** | 5.7 (23 reviews) | Not enough data | 
| **Dashboards** | 7.9 (30 reviews) | Not enough data | 

#### Workload

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Resource Allocation** | 8.2 (31 reviews) | Not enough data | 
| **Workspace** | 7.7 (26 reviews) | Not enough data | 
| **Configuration** | 7.6 (23 reviews) | Not enough data | 
| **Insights** | 8.4 (28 reviews) | Not enough data | 

#### Communication & Collaboration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Communication Channels** | 6.2 (24 reviews) | Not enough data | 
| **Document Management** | 5.9 (23 reviews) | Not enough data | 
| **Collaboration** | 7.1 (27 reviews) | Not enough data | 

#### Cost Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Project Budgeting** | 9.0 (33 reviews) | Not enough data | 
| **Time & Expense** | 9.1 (34 reviews) | Not enough data | 
| **Profitability** | 8.8 (31 reviews) | Not enough data | 

#### Integration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Front Office** | 7.6 (21 reviews) | Not enough data | 
| **Back Office** | 8.6 (27 reviews) | Not enough data | 
| **External data** | 7.7 (24 reviews) | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | 4.9 (16 reviews) | Not enough data | 
| **AI Text Summarization** | 5.3 (15 reviews) | Not enough data | 

#### Agentic AI - Work Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Autonomous Task Execution** | 6.0 (7 reviews) | Not enough data | 
| **Multi-step Planning** | 6.2 (7 reviews) | Not enough data | 
| **Cross-system Integration** | 6.0 (7 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.0 (7 reviews) | Not enough data | 

### Project Collaboration

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Communication

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Chat** | Not enough data | Not enough data | 
| **Discussions** | Not enough data | Not enough data | 
| **External** | Not enough data | Not enough data | 
| **Feedback** | Not enough data | Not enough data | 
| **Announcements** | Not enough data | Not enough data | 

#### Content & Documents

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **File Sharing** | Not enough data | Not enough data | 
| **Notes** | Not enough data | Not enough data | 
| **Search** | Not enough data | Not enough data | 
| **Versioning** | Not enough data | Not enough data | 

#### Controls

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Custom Views** | Not enough data | Not enough data | 
| **Followers** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Calendars** | Not enough data | Not enough data | 
| **Public Sharing** | Not enough data | Not enough data | 

#### Project Management

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Task Management** | Not enough data | Not enough data | 
| **Planning** | Not enough data | Not enough data | 
| **Visibility** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

#### Remote Collaboration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Alignment** | Not enough data | Not enough data | 
| **Accountability** | Not enough data | Not enough data | 
| **Connectivity** | Not enough data | Not enough data | 
| **Offline Mode** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Project Collaboration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | N/A | N/A |
| **WorkflowMAX** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Time Tracking

| Product | Score | Reviews |
|---|---|---|
| **Projectworks** | 8.3/10 | 98 |
| **WorkflowMAX** | 7.7/10 | 45 |

#### Time Tracking

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Ease of Completing Timesheets** | 9.1 (88 reviews) | 8.7 (42 reviews) | 
| **Tracking Time to Project/Task** | 9.3 (86 reviews) | 8.4 (40 reviews) | 
| **Billable Time Rate Management** | 9.0 (82 reviews) | 8.2 (39 reviews) | 

#### Client Invoicing

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Invoice Creation and Delivery** | 8.9 (76 reviews) | 8.5 (32 reviews) | 
| **Electronic Payments** | Feature Not Available | 7.4 (17 reviews) | 
| **Project Accounting / Revenue Recognition** | 8.5 (69 reviews) | 7.2 (34 reviews) | 

#### Mobile Time Tracking

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Time Tracking** | 8.3 (68 reviews) | 7.6 (36 reviews) | 

#### Administration

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Business Tool Integration** | 8.2 (70 reviews) | 7.2 (31 reviews) | 
| **Workflow** | 8.6 (70 reviews) | 7.8 (29 reviews) | 
| **Automated Reminders** | 7.4 (62 reviews) | 6.7 (29 reviews) | 
| **Policy Compliance Management** | 7.6 (59 reviews) | Feature Not Available | 
| **User, Role, and Access Management** | 9.0 (77 reviews) | 8.1 (31 reviews) | 

#### Platform

| Feature | Projectworks | WorkflowMAX | 
|---|---|---|
| **Reporting** | 8.3 (74 reviews) | 7.6 (31 reviews) | 
| **APIs / Integration** | 8.4 (68 reviews) | 7.7 (27 reviews) | 
| **Internationalization** | 8.0 (57 reviews) | 6.3 (28 reviews) | 
| **Performance and Reliability** | 9.5 (72 reviews) | 7.9 (29 reviews) | 
| **Mobile User Support** | 7.5 (55 reviews) | 7.4 (28 reviews) | 
| **Offline** | 6.1 (50 reviews) | Feature Not Available | 

---
## Categories
**Shared Categories (5):** [Work Management Software](https://www.g2.com/categories/work-management), [Project Cost Management Software](https://www.g2.com/categories/project-cost-management), [Time Tracking Software](https://www.g2.com/categories/time-tracking-software), [Project Management Software](https://www.g2.com/categories/project-management), [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)

**Unique to Projectworks (1):** [Resource Management Software](https://www.g2.com/categories/resource-management)

**Unique to WorkflowMAX (6):** [CRM Software](https://www.g2.com/categories/crm), [Document Management Software](https://www.g2.com/categories/document-management), [Invoice Management Software](https://www.g2.com/categories/invoice-management), [Project Collaboration Software](https://www.g2.com/categories/project-collaboration), [Task Management Software](https://www.g2.com/categories/task-management-software), [Workflow Management Software](https://www.g2.com/categories/workflow-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Projectworks | WorkflowMAX | 
|---|---|---|
| **Small-Business** | 64.9% | 81.0% | 
| **Mid-Market** | 33.0% | 15.5% | 
| **Enterprise** | 2.1% | 3.4% | 

### By Industry

#### Projectworks

- **Information Technology and Services:** 13.4%
- **Consulting:** 12.4%
- **Civil Engineering:** 11.3%
- **Architecture & Planning:** 9.7%
- **Computer Software:** 8.1%
- **Management Consulting:** 5.9%
- **Mechanical or Industrial Engineering:** 3.8%
- **Venture Capital & Private Equity:** 3.8%
- **Construction:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Other:** 25.8%

#### WorkflowMAX

- **Marketing and Advertising:** 15.5%
- **Construction:** 10.3%
- **Accounting:** 8.6%
- **Architecture & Planning:** 6.9%
- **Civil Engineering:** 6.9%
- **Computer Software:** 6.9%
- **Mechanical or Industrial Engineering:** 5.2%
- **Staffing and Recruiting:** 5.2%
- **Manufacturing:** 5.2%
- **Professional Training & Coaching:** 3.4%
- **Other:** 25.9%

---
## Alternatives

### Alternatives to Projectworks

- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (554 reviews)
- [Scoro](https://www.g2.com/products/scoro/reviews) — 4.5/5 stars (495 reviews)
- [BigTime](https://www.g2.com/products/bigtime/reviews) — 4.5/5 stars (1692 reviews)
- [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) — 4.6/5 stars (336 reviews)
- [Harvest](https://www.g2.com/products/harvest/reviews) — 4.3/5 stars (836 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15380 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews)
- [Avaza](https://www.g2.com/products/avaza/reviews) — 4.5/5 stars (384 reviews)
- [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) — 4.3/5 stars (449 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (853 reviews)

### Alternatives to WorkflowMAX

- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13641 reviews)
- [Basecamp](https://www.g2.com/products/basecamp/reviews) — 4.1/5 stars (5485 reviews)
- [Scoro](https://www.g2.com/products/scoro/reviews) — 4.5/5 stars (495 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15380 reviews)
- [Harvest](https://www.g2.com/products/harvest/reviews) — 4.3/5 stars (836 reviews)
- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (554 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4530 reviews)
- [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12428 reviews)
- [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) — 4.4/5 stars (1215 reviews)
- [Apptivo](https://www.g2.com/products/apptivo/reviews) — 4.4/5 stars (223 reviews)

---
## Top Discussions

### Projectworks

- Title: [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Projectworks is used by professional services/consulting businesses to manage their organizations. It offers functions designed for project, financial, and..."
- Title: [How does ProjectWorks stores real-time data?](https://www.g2.com/discussions/how-does-projectworks-stores-real-time-data) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."
- Title: [How do I Migrate all the data from one account to another account?](https://www.g2.com/discussions/how-do-i-migrate-all-the-data-from-one-account-to-another-account) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "When you come onboard with Projectworks we will do a data migration for you as a part of your implementation. At any time during your subscription we'll..."

### WorkflowMAX

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/projectworks-vs-workflowmax)