1. [Home](https://www.g2.com/) 2. ... 3. [Project, Portfolio & Program Management Software](https://www.g2.com/categories/project-portfolio-program-management) 4. [Project Management Software](https://www.g2.com/categories/project-management) 5. [Workamajig Platinum](https://www.g2.com/products/workamajig-workamajig/reviews) 6. [Workamajig Platinum Claims vs Evidence](https://www.g2.com/products/workamajig-workamajig/claims-vs-evidence) # Workamajig Claims vs Evidence ## Claim: “Not only does Workamajig include a native CRM, but it also boasts a complete GL accounting system ( [to replace standalone systems like QuickBooks or Xero](https://www.workamajig.com/blog/xero-alternatives)).” ##### Supported by reviews. Relevant reviewers consistently describe Workamajig as combining CRM, accounting, budgeting, and other financial functions in one interconnected platform, with one reviewer noting it can reduce the need for additional tools. However, these reviews do not specifically verify that the GL is complete enough to replace QuickBooks or Xero. - “One Stop Shop for all our agency needs. We switched to Workamajig 4 years ago. The platform combines everything to make our agency successful, project mangement, accounting, CRM.” [Read Full Review](https://www.g2.com/survey_responses/13072598) - “User-friendly, comprehensive software. I love the customizable reporting and how the project management, time tracking and accounting functions are all inter-connected.” [Read Full Review](https://www.g2.com/survey_responses/10368956) - “Workamajig provides a customizable experience, allowing for the reduction of additional tools and substantial monetary savings!” [Read Full Review](https://www.g2.com/survey_responses/10369002) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “Saving client information (like email addresses) in Workamajig’s CRM ensures they receive notifications when they're tagged in discussions, deliverables are ready for review, or there are critical project updates.” ##### Disputed by reviews. A relevant reviewer reports lacking automatic forwarding for alerts and approvals involving deliverables and conversations, which materially undermines the claim that saving client information ensures recipients receive these notifications. - “I have wished there was an auto-forward ability for all alerts and approvals (deliverables and conversations) - like an out of office ability for another user.” [Read Full Review](https://www.g2.com/survey_responses/12397754) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “This creates a smooth handoff from sales to project teams by providing project managers with all the information they need to quickly kick off planning and scheduling.” ##### Mixed support from reviews. Some reviewers describe sales and project-management information being brought together and project managers tracking estimates and schedules in one place. However, another reviewer reports a long process for setting up projects, which conflicts with the claim that teams can quickly kick off planning and scheduling. - “I am a project manager, and I love being able to track all the things I am responsible all in one place - estimates, schedules, etc.” [Read Full Review](https://www.g2.com/survey_responses/13112458) - “Sometimes the details, the long process for setting up projects from the start!” [Read Full Review](https://www.g2.com/survey_responses/12396598) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “As you gather more information about an upcoming job, Workamajig enables you to forecast resource needs and build precise estimates.” ##### Mixed support from reviews. Some reviewers report using Workamajig for estimates and schedules, while another says workload is only viewed evenly by week and that future utilization reporting is critical. The reviews therefore provide mixed evidence on resource forecasting, and do not establish the precise-estimate aspect of the claim. - “I am a project manager, and I love being able to track all the things I am responsible all in one place - estimates, schedules, etc.” [Read Full Review](https://www.g2.com/survey_responses/13112458) - “Project Management viewed at an evenly spread workload by week. It really should be by day and the future utilization reporting is really critical.” [Read Full Review](https://www.g2.com/survey_responses/10369709) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “Turn won opportunities into projects with details carrying over, ready for your PMs.” ##### Mixed support from reviews. Reviewers indicate that Workamajig connects sales and project management in one platform, supporting some integration between opportunities and projects. However, another reviewer describes project setup as a long process, which conflicts with projects being immediately ready for PMs; the reviews do not specifically confirm that opportunity details carry over automatically. - “Sometimes the details, the long process for setting up projects from the start!” [Read Full Review](https://www.g2.com/survey_responses/12396598) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/agency-management-software/sales-crm](https://www.workamajig.com/agency-management-software/sales-crm) ## Claim: “The platform includes commenting, secure file sharing, built-in proofing tools with markup capabilities, side-by-side file comparisons, and detailed version history.” ##### Mixed support from reviews. Reviewers provide mixed evidence about commenting and proofing: one describes deliverables as non-collaborative, while another reports using deliverables for proofing and seeing reviewers’ comments. The reviews do not meaningfully establish secure file sharing, markup capabilities, side-by-side comparisons, or detailed version history. - “I like keeping all items about the project located in one place - Deliverables for proofing, Conversations vs. lots of emails. If someone is out of the office, it's easy to see where the project is at. In the past, PDFs would be shared via email and it spent a lot of time to combine edits, someone might have contradicted another person - in Deliverables, everyone can see what each other is saying, it can go in order of review so the PM reviews first before going to AM.” [Read Full Review](https://www.g2.com/survey_responses/12398004) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “Workamajig's comprehensive collaboration tools unite all internal and external project stakeholders in a single, intuitive environment.” ##### Mixed support from reviews. Reviewers support having project information and internal conversations in one place, with some finding collaboration easy to follow. However, others describe the collaboration experience as clunky or overly complicated, and the reviews do not specifically establish that external stakeholders are united in the environment. - “I like keeping all items about the project located in one place - Deliverables for proofing, Conversations vs. lots of emails.” [Read Full Review](https://www.g2.com/survey_responses/12398004) - “We have started using conversations in WMJ and I love the concept of having all comms in one place, but it seems a bit clunky and we have come across some issues.” [Read Full Review](https://www.g2.com/survey_responses/13112458) - “I really like how easy it is to review projects and follow conversations between team members.” [Read Full Review](https://www.g2.com/survey_responses/13290418) - “It feels overly complicated.” [Read Full Review](https://www.g2.com/survey_responses/13400426) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency) ## Claim: “Clients can check real-time status updates, participate in feedback discussions, download approved deliverables, request new work, and view project progress — all in one secure hub.” ##### Supported by reviews. Relevant reviewers report that Workamajig centralizes deliverables, conversations, project information, and progress tracking in one place. However, these reviews do not independently address every listed capability, such as client access, downloading approved deliverables, requesting new work, or security. - “I like keeping all items about the project located in one place - Deliverables for proofing, Conversations vs. lots of emails.” [Read Full Review](https://www.g2.com/survey_responses/12398004) - “I use Workamajig to keep projects, tasks, and creative work all in one place. It’s great for tracking progress and staying on top of what’s due today.” [Read Full Review](https://www.g2.com/survey_responses/11668907) Last updated Sep 30, 2026 Source: [https://www.workamajig.com/marketing-guide/crm-marketing-agency](https://www.workamajig.com/marketing-guide/crm-marketing-agency)