--- title: WorkflowMAX Reviews meta\_title: 'WorkflowMAX Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 66 reviews by the users' company size, role or industry to find out how WorkflowMAX works for a business like yours. aggregate\_rating: rating\_value: 4.1 review\_count: 66 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # WorkflowMAX Reviews & Product Details Visit Website WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability. * * * Product Website WorkflowMAX Seller [WorkflowMAX](https://www.g2.com/sellers/workflowmax) Discussions [WorkflowMAX Community](https://www.g2.com/products/workflowmax/discuss) Languages Supported English Solution Type All-in-One Overview by Ryan Kagan Show More ## Pricing Pricing provided by WorkflowMAX. ### STANDARD Starting at $25.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/workflowmax/pricing) ## WorkflowMAX Integrations (14) What do users say about integrations? Verified by WorkflowMAX [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") 12d Synergy ](https://www.g2.com/products/12d-synergy/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Airwallex ](https://www.g2.com/products/airwallex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Box ](https://www.g2.com/products/box/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox ](https://www.g2.com/products/dropbox/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") EzzyBills ](https://www.g2.com/products/ezzybills/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PlanRight ](https://www.g2.com/products/planright/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SuiteFiles ](https://www.g2.com/products/suitefiles-suitefiles/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SyncHub ](https://www.g2.com/products/synchub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Joe T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joe T.") JT Joe T. President Mid-Market (51-1000 emp.) 7/8/2024 "WorkFlow Max (Xero) sold to BlueRock as WorkFlowMax2.com" 0/5 What do you like best about WorkflowMAX? Xero sold WorkFlow Max was not perfect, but it was functional and address 90% of our needs. Review collected by and hosted on G2.com. What do you dislike about WorkflowMAX? BlueRock WorkFlowMax2.com has been a disaster. We have 6 to 12 tickets open at any time. They have destroyed the functionality and they have no experience regarding Beta testing or roll out. They have give us 40% of the functionality we had before and created all kinds of bugs. I would never recomment this product. Review collected by and hosted on G2.com. What problems is WorkflowMAX solving and how is that benefiting you? It used to deliver good reporting, tracked time, project budgets, crm, estimates, subs, vendors, invoicing and pushed to our accounting system. The new product (workflowmax2.com) is a train wreck and they have no projections on delivering what the old platform delivered. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Civil Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civil Engineering") UC Verified User in Civil Engineering Mid-Market (51-1000 emp.) 12/12/2024 "Great for smaller businesses not medium size businesses" 1/5 What do you like best about WorkflowMAX? WorkFlowMax can be initially easy to use. Review collected by and hosted on G2.com. What do you dislike about WorkflowMAX? Transparency on additional fields that need to be downloaded can become problematic as you become a more advanced user of the system as it limits your reporting. Review collected by and hosted on G2.com. What problems is WorkflowMAX solving and how is that benefiting you? WorkFlowMax asissted with tracking project profitability and accounting that allows invoicing from the project Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Review from User Profile KH Kara H. Owner Small-Business (50 or fewer emp.) 1/28/2019 "Don't Trust the Document Management System" 1/5 What do you like best about WorkflowMAX? Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good. Review collected by and hosted on G2.com. What do you dislike about WorkflowMAX? You can't trust their document management system to appropriately save emails to the correct folders. It duplicates, stalls and, after a month of waiting for customer support, ended up loosing several months of emails, attachments, images and documents that were supposed to be saved to job folders. Very frustrating. When we asked customer service, they didn't know why and didn't offer a solution. Review collected by and hosted on G2.com. Recommendations to others considering WorkflowMAX: They aren't listening to consumers... and fixing issues. Most of their time has been put into things like "single sign on" with Xero... but even that has its issues. Review collected by and hosted on G2.com. What problems is WorkflowMAX solving and how is that benefiting you? Interface is ok, but takes several months to setup and get used to. Also managing tasks for employees for small business is based on larger, long-term projects rather than short design projects. I wouldn't recommend it for small design agencies. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 12/6/2018 "We switched to another WorkFlow management system that was better" 1/5 What do you like best about WorkflowMAX? It was easy to log time on this and it was great to manage projects and check up on your tasks. I also like that you can export it onto Excel. Review collected by and hosted on G2.com. What do you dislike about WorkflowMAX? There are a lot of things that you can't do in comparison to other software, such as adding links, adding expenses etc. Review collected by and hosted on G2.com. Recommendations to others considering WorkflowMAX: I would look into other platforms first. Review collected by and hosted on G2.com. What problems is WorkflowMAX solving and how is that benefiting you? We were able to allocate the correct amount of time to the correct client. Sometimes, it can be hard to predict how much time you're spending on a client without measuring it from the start. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Verified User in Civil Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civil Engineering") UC Verified User in Civil Engineering Small-Business (50 or fewer emp.) 11/16/2017 "Simple software" 0.5/5 What do you like best about WorkflowMAX? It is easy to input time and write notes. Easy to read after inputting time. Review collected by and hosted on G2.com. What do you dislike about WorkflowMAX? It's difficult to edit or change times you have entered. Review collected by and hosted on G2.com. Recommendations to others considering WorkflowMAX: It's a basic time keeping software. It's not difficult to use but takes some getting used to. Review collected by and hosted on G2.com. What problems is WorkflowMAX solving and how is that benefiting you? It's a good tool for project management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about WorkflowMAX? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about WorkflowMAX ](https://www.g2.com/products/workflowmax/discussions/new) GU Guest User What is WorkflowMax used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-workflowmax-used-for) [ View all Discussions ](https://www.g2.com/products/workflowmax/discuss) ## Pricing Options Pricing provided by WorkflowMAX. ### STANDARD Starting at $25.00 Per Month ### PREMIUM Starting at $85.00 Per Month ### ADVANCED Contact Us [ View More Pricing Information ](https://www.g2.com/products/workflowmax/pricing) WorkflowMAX Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5(13,850) [ Compare Now ](https://www.g2.com/compare/asana-vs-workflowmax) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a4b2e76104efa19c85f3eaaca2791f87/basecamp.png "Product Avatar Image") Basecamp 4.1/5(5,488) [ Compare Now ](https://www.g2.com/compare/basecamp-vs-workflowmax) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4cc322df33703f7fe84d33fd8e75e65f/scoro.png "Product Avatar Image") Scoro 4.5/5(505) [ Compare Now ](https://www.g2.com/compare/scoro-vs-workflowmax) ##### ##### WorkflowMAX Features Platform Reporting APIs / Integration Internationalization Time Tracking Ease of Completing Timesheets Tracking Time to Project/Task Billable Time Rate Management Client Invoicing Invoice Creation and Delivery Project Accounting / Revenue Recognition Mobile Time Tracking Project Time Tracking [ View More Features ](https://www.g2.com/products/workflowmax/features) ## Top-Rated Alternatives [ ![Scoro](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scoro") Scoro 4.5/5(505) ](https://www.g2.com/products/scoro/reviews) [ ![Asana](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asana") Asana 4.4/5(13,850) ](https://www.g2.com/products/asana/reviews) [ ![Basecamp](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Basecamp") Basecamp 4.1/5(5,488) ](https://www.g2.com/products/basecamp/reviews) [ View All Alternatives ](https://www.g2.com/products/workflowmax/competitors/alternatives) ##### Categories on G2 [Workflow Management](https://www.g2.com/categories/workflow-management)[Work Management](https://www.g2.com/categories/work-management)[Project Collaboration](https://www.g2.com/categories/project-collaboration) [Workflow Management](https://www.g2.com/categories/workflow-management)[Work Management](https://www.g2.com/categories/work-management)[Project Collaboration](https://www.g2.com/categories/project-collaboration)[Project Management](https://www.g2.com/categories/project-management)[CRM](https://www.g2.com/categories/crm)[Task Management](https://www.g2.com/categories/task-management-software)[Time Tracking](https://www.g2.com/categories/time-tracking-software)[Invoice Management](https://www.g2.com/categories/invoice-management)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Document Management](https://www.g2.com/categories/document-management)[Project Cost Management](https://www.g2.com/categories/project-cost-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What is the best QMS for medical device manufacturers?](https://www.g2.com/discussions/what-is-the-best-qms-for-medical-device-manufacturers)[Best rated account-based orchestration service](https://www.g2.com/discussions/best-rated-account-based-orchestration-service-what-s-earning-trust)[Which digital wayfinding platforms offer mobile-accessible directions for indoor spaces while meeting compliance requirements?](https://www.g2.com/discussions/what-are-the-best-campus-mapping-solutions-with-step-by-step-digital-wayfinding-directions-for-students-without-complex-implementation) [Most recommended security compliance software for corporate use](https://www.g2.com/discussions/what-s-the-most-recommended-security-compliance-software-for-corporate-use)[Taboola vs Outbrain for a content marketing team that wants to distribute articles and drive qualified traffic without paying premium display CPMs?](https://www.g2.com/discussions/taboola-vs-outbrain-for-a-content-marketing-team-that-wants-to-distribute-articles-and-drive-qualified-traffic-without-paying-premium-display-cpms)[Pros and Cons Details](https://www.g2.com/products/workflowmax/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)