Compare Projectworks and WorkflowMAX 
At a Glance
Market Segments
Small-Business (64.6% of reviews)
Small-Business (80.7% of reviews)
Entry-Level Pricing
Free Trial
Starting at $25.00 Per Month
Projectworks
Star Rating
(195)4.5 out of 5
Market Segments
Small-Business (64.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansWorkflowMAX
Star Rating
(65)4.1 out of 5
Market Segments
Small-Business (80.7% 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.
- 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.
Pricing
Entry-Level Pricing
Projectworks
Try Projectworks for free
Free Trial
Access all Projectworks features for 21 days, no credit card required.
- Time tracking
- Expenses
- Resourcing
WorkflowMAX
STANDARD
Starting at $25.00
Per Month
Great for freelancers and small teams.
- Quoting/Estimating
- Client Manager
- Timesheets
Free Trial
Projectworks
Free Trial is available
WorkflowMAX
Free Trial is available
Ratings
Meets Requirements
8.6
151
8.2
52
Ease of Use
8.7
153
8.2
56
Ease of Setup
8.2
127
8.1
37
Ease of Admin
8.8
91
8.3
19
Quality of Support
8.8
144
8.3
47
Has the product been a good partner in doing business?
9.5
89
8.3
19
Product Direction (% positive)
9.8
144
7.8
52
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
8.1
73
8.9
19
|
Verified
8.1
75
8.6
19
|
Verified
7.5
70
8.6
19
|
Verified
7.1
65
7.8
17
|
Verified
6.8
62
7.4
18
|
Verified
7.1
65
7.9
14
7.2
63
6.8
18
|
Verified
7.5
57
7.4
17
|
Verified
Projects
8.3
72
7.2
17
|
Verified
7.7
69
7.5
17
|
Verified
7.0
65
6.5
17
|
Verified
7.8
63
6.9
17
|
Verified
7.4
60
7.7
17
|
Verified
9.1
86
8.6
18
|
Verified
6.8
61
Feature Not Available
6.6
65
8.3
17
|
Verified
6.6
52
7.4
17
|
Verified
9.2
84
8.8
18
|
Verified
6.8
58
8.0
17
|
Verified
Resource Management
7.8
65
7.8
17
|
Verified
8.7
74
6.9
17
|
Verified
8.6
76
6.9
17
|
Verified
Project Monitoring
7.7
71
7.9
17
|
Verified
8.5
79
6.4
16
|
Verified
8.7
77
7.5
17
|
Verified
Generative AI
4.6
41
5.8
13
4.5
40
5.8
13
Agentic AI - Project Management
4.8
32
5.9
11
5.3
32
6.7
11
6.4
34
6.4
13
4.7
32
6.8
11
4.9
32
6.4
11
4.5
33
6.8
11
5.0
32
6.4
11
Cost Tracking
8.9
54
Not enough data
8.7
55
Not enough data
8.7
55
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
7.9
48
Not enough data
8.3
53
Not enough data
8.4
53
Not enough data
Optimization
8.2
50
Not enough data
8.5
57
Not enough data
7.1
47
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
7.9
15
Not enough data
7.4
13
Not enough data
5.4
13
Not enough data
5.3
12
Not enough data
Project Management
8.8
16
Not enough data
9.0
16
Not enough data
8.2
14
Not enough data
8.6
16
Not enough data
Accounting
9.2
14
Not enough data
8.7
15
Not enough data
8.5
12
Not enough data
9.2
12
Not enough data
9.0
17
Not enough data
Portfolio Management
8.1
12
Not enough data
8.2
11
Not enough data
7.4
11
Not enough data
7.4
11
Not enough data
Analytics
8.8
16
Not enough data
8.8
17
Not enough data
7.8
13
Not enough data
Administration
8.9
17
Not enough data
9.2
12
Not enough data
9.0
15
Not enough data
Platform
8.2
11
Not enough data
7.2
13
Not enough data
9.4
14
Not enough data
7.5
12
Not enough data
5.2
10
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
8.1
27
Not enough data
8.1
28
Not enough data
7.7
30
Not enough data
Administration
8.5
32
Not enough data
7.3
28
Not enough data
8.7
31
Not enough data
Project management
6.5
29
Not enough data
6.4
23
Not enough data
8.2
29
Not enough data
7.5
27
Not enough data
8.1
29
Not enough data
5.8
24
Not enough data
8.0
31
Not enough data
Workload
8.1
31
Not enough data
7.7
27
Not enough data
7.6
24
Not enough data
8.3
28
Not enough data
Communication & Collaboration
6.3
25
Not enough data
6.0
24
Not enough data
7.1
27
Not enough data
Cost Management
9.0
33
Not enough data
9.0
34
Not enough data
8.7
31
Not enough data
Integration
7.7
22
Not enough data
8.6
28
Not enough data
7.7
25
Not enough data
Generative AI
5.0
17
Not enough data
5.5
16
Not enough data
Agentic AI - Work Management
6.5
8
Not enough data
6.7
8
Not enough data
6.3
8
Not enough data
6.3
8
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
9.2
85
8.7
42
9.3
84
8.4
40
9.0
82
8.2
39
Client Invoicing
8.9
76
8.5
32
Feature Not Available
7.4
17
8.5
70
7.2
34
Mobile Time Tracking
8.3
68
7.6
36
Administration
8.3
72
7.2
31
8.6
71
7.8
29
7.4
63
6.7
29
7.6
60
Feature Not Available
8.9
76
8.1
31
Platform
8.3
76
7.6
31
8.4
67
7.7
27
8.0
58
6.3
28
9.4
72
7.9
29
7.5
56
7.4
28
6.2
50
Feature Not Available
Categories
Categories
Shared Categories
Projectworks and WorkflowMAX are categorized as Work Management, Project Cost Management, Time Tracking, Project Management, and Professional Services Automation
Unique Categories
Projectworks is categorized as Resource Management
WorkflowMAX is categorized as CRM, Document Management, Invoice Management, Project Collaboration, Task Management, and Workflow Management
Reviews
Reviewers' Company Size
Projectworks
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
Information Technology and Services
14.7%
Consulting
11.3%
Civil Engineering
10.2%
Computer Software
9.0%
Architecture & Planning
9.0%
Other
45.8%
Marketing and Advertising
15.8%
Construction
10.5%
Accounting
8.8%
Architecture & Planning
7.0%
Civil Engineering
7.0%
Other
50.9%
Alternatives
Discussions
What is Projectworks used for?
1 Comment
Official Response from Projectworks
Projectworks is used by professional services/consulting businesses to manage their organizations. It offers functions designed for project, financial, and...Read more
How do I Migrate all the data from one account to another account?
1 Comment
Official Response from Projectworks
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...Read more
WorkflowMAX has no discussions with answers
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