# WorkflowMAX Reviews **Vendor:** WorkflowMAX **Category:** [Project Management Software](https://www.g2.com/categories/project-management) **Average Rating:** 4.1/5.0 **Total Reviews:** 66 ## About WorkflowMAX 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. ## WorkflowMAX Pros & Cons **What users like:** - Users find WorkflowMax to be **extremely user-friendly** , enabling effortless project management and invoicing without confusion. (25 reviews) - Users appreciate the **centralized time tracking** of WorkflowMax, effectively managing project budgets and workloads. (13 reviews) - Users appreciate the **easy integration** of WorkflowMAX with Xero, streamlining the entire project management process. (12 reviews) - Users appreciate the **seamless integrations** with Xero in WorkflowMAX, enhancing workflow efficiency and reducing invoice handling. (10 reviews) - Users appreciate the **centralized project management** of WorkflowMax, enhancing accountability and streamlining time tracking and budgeting. (10 reviews) - Users appreciate the **easy project time tracking** in WorkflowMAX, enhancing efficiency and keeping their projects organized. (10 reviews) - Time-saving (9 reviews) - Users praise WorkflowMax for its **intuitive design** , making it easy to use and improve overall productivity. (8 reviews) - User-Friendly (8 reviews) - Easy Integrations (7 reviews) **What users dislike:** - Users note the **missing features** in WorkflowMAX, especially integration with Dext and multi-currency billing. (7 reviews) - Users are frustrated with the **limited functionality** of WorkflowMAX, citing inefficiencies and unresolved bugs. (5 reviews) - Users report issues with **billing discrepancies** and desire simpler invoicing processes in WorkflowMAX. (4 reviews) - Users find the **time consumption** in WorkflowMAX frustrating, as tasks require excessive clicks and slow page refreshes. (4 reviews) - Users face **invoicing problems** due to inaccuracies and lack of features like multi-currency billing and CIS tax deductions. (3 reviews) - Users experience **reporting issues** due to delays in upgrades and features, affecting functionality and overall satisfaction. (3 reviews) - Users consistently face **software bugs** in WorkflowMax, leading to significant disruptions and a loss of functionality. (3 reviews) - Usage Issues (3 reviews) - Lack of Integration (2 reviews) - Navigation Difficulty (2 reviews) ## WorkflowMAX Reviews ### 1. Outstanding Experience with No Drawbacks **Rating:** 5.0/5.0 stars **Reviewed by:** nam.bui@nzier.org.nz B. | Economist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about WorkflowMAX?** What I like most about WorkflowMax is how central it is to my everyday work. I use it every working day to track my time and manage my time budgets across the various projects I am involved in. The system makes it easy to see where my time is going and to stay accountable to project budgets. I also value the range of features available for time and job tracking, particularly the ability to clearly distinguish between billable and non-billable hours. Being able to see how many hours I have spent on billable work is especially useful for managing workloads and supporting accurate invoicing and reporting. **What do you dislike about WorkflowMAX?** Not anything I can think of, so I guess there is none. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMAX solves the problem of accurately tracking time and managing project budgets across multiple jobs and activities. By providing a single system to record time against projects, it reduces the risk of under- or over-reporting hours and improves visibility over how time is allocated. For me, this means I can easily monitor my time budgets, understand how much effort is being spent on each project, and clearly distinguish between billable and non-billable work. This supports better workload management, improves accountability, and ensures that billable time is captured accurately for reporting and invoicing purposes. It serves me well in keeping my annual KPI on track. ### 2. Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about WorkflowMAX?** We've been working with WorkflowMax since we started up about 10 years ago. We're a creative studio and the app works well for us. Time recording and job reporting are all easy to use and the Xero interface works well. We tend to do fixed price jobs so some of the time billing features are superfluous for us. The report design feature has been particularly helpful. The only thing missing for us is multi-currency billing. That would be a big ask, but would make this a five star app. **What do you dislike about WorkflowMAX?** The only thing missing for us is multi-currency billing. **What problems is WorkflowMAX solving and how is that benefiting you?** Tracking time and costs so that we can improve our pricing algorithm. Billing clients Integration with our accounting system (Xero) Ad hoc reporting for internal management ### 3. Simple, Flexible WFM That Streamlines Time Tracking, Jobs, Quotes, and Payroll **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie I. | Conference Convenor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about WorkflowMAX?** Love WFM, for its simplicity and functionality for our team of consultants, to record time, easily manage clients, multiple jobs and quotes, integrate with payroll, and report on how we are doing! Lots of flexibility with rates/ tasks/ job tracking, to make life easily for us, and helps to streamline our processes! Support people have been responsive and helpful **What do you dislike about WorkflowMAX?** Nothing really...reporting is improving and good to see new features **What problems is WorkflowMAX solving and how is that benefiting you?** WFM saves us time, in recording billable time against jobs, down to a granular level, which we can line up for reporting against budgets, status reports, and also by staff member. The integration makes it simple when it comes to timesheets, payroll and invoicing. ### 4. Game-Changing Time Sheet App **Rating:** 5.0/5.0 stars **Reviewed by:** Matt B. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about WorkflowMAX?** The time sheet app really helps to keep track of job hours in real time, gone are the days of inputting from a diary **What do you dislike about WorkflowMAX?** when WFM changed to blue rock it lost its integration with Dext. the Dext to WFM was the best feature and saved hours per week. **What problems is WorkflowMAX solving and how is that benefiting you?** WFM is a great place to store all of your job information job hours / costs / contacts, it is user-friendly. ### 5. WorkflowMax Review **Rating:** 5.0/5.0 stars **Reviewed by:** Phil H. | Creative Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about WorkflowMAX?** We've been using WorkflowMax primarily to create estimates and quotes for our projects, and it's made a noticeable difference in how efficiently we're able to manage that part of our workflow. The system is intuitive and flexible, which is important for the type of work we do. We're currently in the process of setting up the scheduling functionality, and we're optimistic about how it will further streamline our operations. The built-in training resources, especially the user videos, have been incredibly helpful—clear, concise, and easy to follow, making the onboarding process much smoother for our team. Overall, WorkflowMax has been a solid addition to our business toolset, and we're looking forward to exploring more of its features as we grow. **What do you dislike about WorkflowMAX?** We haven’t encountered any dislikes so far, WorkflowMax has met our needs well and continues to be a reliable tool for our business. **What problems is WorkflowMAX solving and how is that benefiting you?** It's helping us solve several key challenges in our business, particularly around project management, time tracking, and maintaining cost control across jobs. ### 6. Easy to use, never a problem **Rating:** 5.0/5.0 stars **Reviewed by:** Linda T. | Principal Solicitor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about WorkflowMAX?** WorkflowMax is great because I can use it myself without hiring an expert or consultant. It is so intuitive that even I--someone with no accounting background--can use it successfully and easily. My bills are out on time and accurate. **What do you dislike about WorkflowMAX?** Hard to think of anything. I'm just very pleased **What problems is WorkflowMAX solving and how is that benefiting you?** Before WFM I had to maintain timesheets and put them all together at month's end for timely billing. This meant I had to hire someone to do this for me. Now, I simply enter my time as I work (as I always had done) and at month's end, I push a few buttons, review my draft bill and we're away!! What used to take a few hours is now over with in less than an hour. When you're billing by the hour, that's a win ### 7. Convenient to use **Rating:** 4.5/5.0 stars **Reviewed by:** Chris C. | Archi-Tech, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about WorkflowMAX?** I love the way we can track the hours we spend on each project and the ease of use. There might be space for improvements to make it more convenient though. **What do you dislike about WorkflowMAX?** The only thing I do not like is that we have to manually enter the next time we started another project on the same day. This causes some times spent on a project to double up. It would be really convenient and efficient if you guys could program it so that the next project we enter can automatically start from the end (time) of the last project. For example, if we ended a project at 13:00, the next project can automatically start at 13:00, without the need for us to enter this time again. **What problems is WorkflowMAX solving and how is that benefiting you?** We are able to efficiently track the time we spend per project. ### 8. New and Improved WFM **Rating:** 5.0/5.0 stars **Reviewed by:** Christine S. | Accounts Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about WorkflowMAX?** This job management platform is easy to use and manage . Seamless integration with Xero for easy accounting. Nice that they tried to incorporate things that worked from the old WFM. We were originally WFM users and migrated to WFM by BlueRock. Some initial teething issues were always promptly resolved. It is now definitely an improvement on the original and offers better features and updates but still with the great support. This is user friendly product. I recommend. **What do you dislike about WorkflowMAX?** I don't like that when you go back to the previous screen you were on you loose your place, for instance clicking into a job to check something and then going back and having to scroll again to that job number... **What problems is WorkflowMAX solving and how is that benefiting you?** None at present. ### 9. Simplifies Invoicing and Time-Tracking for Consultancies **Rating:** 4.5/5.0 stars **Reviewed by:** David N. **Reviewed Date:** December 15, 2025 **What do you like best about WorkflowMAX?** I really like that WorkflowMax is simple and straightforward to use. Another thing I appreciate is the good integration with Xero, which saves time by avoiding unnecessary repetition. The integration with Zapier also allows a direct connection to our ISO9001 quality management system. Additionally, the reports are good and they help me keep the important aspects of my business under review. Setting it up was all very straightforward too. **What do you dislike about WorkflowMAX?** I think the ability to attach files to costs would be great. **What problems is WorkflowMAX solving and how is that benefiting you?** I use WorkflowMax for logging time and costs, raising invoices, and saving time with Xero integration and Zapier for our ISO9001 system. **Official Response from David Oliver:** > Thank you so much for the amazing review David! We are so happy you find WorkflowMax easy to use. That's exactly what we were aiming to achieve. I'm glad that our integrations with Xero and Zapier are helping to streamline your processes and save you time. I really appreciate your feedback regarding attaching documents to costs. I will add your comments to our internal discussion regarding future developments. Thanks again for supporting WorkflowMax! ### 10. Excellent Upgrade & Transition **Rating:** 4.5/5.0 stars **Reviewed by:** Anna A. | Company Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about WorkflowMAX?** We've been using Workflow Max for many years now and the new version revamped by BlueRock has been terrific. They've kept all the functionality we love and gone several levels higher to improve the whole program. It's the backbone of our projects and we really appreciate how much thought has gone into this new and improved version. The transition itself was seamless and when we had questions Customer Support was very responsive. **What do you dislike about WorkflowMAX?** The main area for improvement would be simpler ways to invoice jobs that already have approved estimates but costs and time have gone over. Capturing that info without having to re-estimate to bill ongoing jobs would be amazing. **What problems is WorkflowMAX solving and how is that benefiting you?** We are a service business and charge mainly based on time and value of our services. Being able to capture and manage all the different tasks involved in our projects is key to us being profitable and efficient. ### 11. Customizable Workflow, Seamless Xero Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jayne S. **Reviewed Date:** February 05, 2026 **What do you like best about WorkflowMAX?** I like that WorkflowMax is a customizable workflow that integrates neatly with Xero, which means there's no double handling of invoices. It's pretty great for keeping everything streamlined. **What do you dislike about WorkflowMAX?** The lead management system isn't as good as it could be, but it is improving. And some tasks take more clicks than I would like. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMax helps with tracking leads, quotes, job status, POs, and invoicing, and its integration with Xero eliminates double handling of invoices. ### 12. Genuinely Helpful AI Assistant That Speeds Everything Up **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about WorkflowMAX?** The AI Assistant feature is genuinely helpful and makes things faster. **What do you dislike about WorkflowMAX?** The program feels a little expensive for what it offers. **What problems is WorkflowMAX solving and how is that benefiting you?** It helps ,e keep my schedule and project visible and aligned ### 13. Effortlessly Manages Our Engineering Projects **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan . **Reviewed Date:** February 15, 2026 **What do you like best about WorkflowMAX?** I love how easy WorkflowMax is to use for managing projects from start to finish in my engineering consultancy business. It gives me an instant picture of pipeline and project financial performance. The fact it links directly with Xero is great. The initial setup was also very easy. **What do you dislike about WorkflowMAX?** They just need to allow syncing with OneDrive/SharePoint. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMax gives me an instant picture of pipeline and project financial performance. ### 14. Effortless Data Management with WorkflowMax **Rating:** 5.0/5.0 stars **Reviewed by:** Barney S. **Reviewed Date:** January 14, 2026 **What do you like best about WorkflowMAX?** I find WorkflowMax easy to use for entering data and extracting information. The visual representation of data in graphs is another aspect I particularly like. The initial setup was very easy as I just had to log into the new version. **What do you dislike about WorkflowMAX?** nothing **What problems is WorkflowMAX solving and how is that benefiting you?** I use WorkflowMax for project reporting, timesheets, and lead management, which helps in tracking project financial performance. It's easy to use, enter data, and extract information, with a great visual representation of data. ### 15. Effortless Project Management, Minor Search Glitches **Rating:** 4.5/5.0 stars **Reviewed by:** Alexander D. **Reviewed Date:** February 01, 2026 **What do you like best about WorkflowMAX?** I like WorkflowMax for its ease of use and efficiency. The timesheet and weekly timesheet view are features I use and value the most. **What do you dislike about WorkflowMAX?** I find the universal search function tool is sometimes clunky. It doesn't always find jobs when I type in a job title or client, which can be frustrating. **What problems is WorkflowMAX solving and how is that benefiting you?** I use WorkflowMax for managing projects and financials; it's easy to use and efficient. ### 16. Our trusted Agency partner **Rating:** 5.0/5.0 stars **Reviewed by:** Glen K. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about WorkflowMAX?** WorkflowMax has been used at the heart of our Marketing & Design agency, Cavalry, for many years now. We would be lost without it. It's so easy to use, intuitive, and it keeps getting better with the ongoing mods and support. **What do you dislike about WorkflowMAX?** Was some little things when it migrated away from Xero - but they were resolved quickly and it's now very good. No issues with it. **What problems is WorkflowMAX solving and how is that benefiting you?** As a business that predominantly charges by the hour, you want / need a great time tracking system. WFM is that. Also easy enough to use that anyone can set up new projects and jobs. ### 17. A Game-Changer for Productivity, Job tracking and project workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Julia B. | Urban Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about WorkflowMAX?** As an employee in a fast-paced professional Urban Design firm, WorkflowMax has become an indispensable part of my daily workflow. From managing tasks to tracking time and collaborating with colleagues, it offers a comprehensive suite of tools that streamline operations and improve accountability. Since using WorkflowMax, I’ve noticed a significant improvement in how I manage my time. The visibility into my productivity has helped me prioritize better, reduce time wastage, and contribute more effectively to projects. The interface is clean and intuitive. Navigation between jobs, tasks, and timesheets is seamless, and the dashboard provides a clear snapshot of my jobs, my tasks and a summary of my productivity. It’s easy to log time, update job statuses, and calculate total time spent on a job. **What do you dislike about WorkflowMAX?** My experience with workflow Max has been overall very positive. However the dashboard could use some extra features **What problems is WorkflowMAX solving and how is that benefiting you?** I am able to monitor job status, deadlines, and progress, improving accountability and planning. It makes it extremely simple to see all jobs, combine hours for billing purposes and allows you to collaborate with team members, seeing if the job has run over its allocated hours. ### 18. Great End to End project software **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about WorkflowMAX?** Simple to set up, all the information is seamless from quotation, through Job/Project to invoice, tracks costs instantly, helping to keep projects on time and in budget, highlighting problems sooner rather than later. Works perfectly with Xero, for goods receipts and invoicing. Great value for money, and excellent ongoing improvements **What do you dislike about WorkflowMAX?** More flexibility with the dashboard for specific users and options on the delivery address would be very beneficial in purchasing. Sometimes quoted value doesn't tally with invoice value. **What problems is WorkflowMAX solving and how is that benefiting you?** Allowed the business to remove multiple spreadsheets and keep all the information in one place, saving time, and providing live data ### 19. Easy & Simple to use for every business **Rating:** 4.0/5.0 stars **Reviewed by:** Soloman L. | Accounts Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about WorkflowMAX?** I like the fact that WFM is very simple to use as I use this for the accounts, WFM links to xero which makes this seamless as everything is automatically exported across which makes life so much easier. If anything ever needs updating or you have an issue they get this sroted very quickly which is a massive bonus. **What do you dislike about WorkflowMAX?** As this is a fairly new system somethings are missing from the system however they are planning on implementing these asap **What problems is WorkflowMAX solving and how is that benefiting you?** I use this for the accounting side of everything and as it intergrates with our accounting system it makes us as a department more efficient with our time instead of manually entering everything ### 20. Smooth, efficient, and built for users who value clarity. **Rating:** 5.0/5.0 stars **Reviewed by:** Dale H. | Senior SMP Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about WorkflowMAX?** WorkflowMax makes it easy to log hours, add notes, and stay across multiple projects with zero friction. I love that I can instantly view timeframes, progress, and what’s left to do—all from a clean, intuitive interface. It’s helped me stay accurate, accountable, and focused without wasting time on clutter or confusion. **What do you dislike about WorkflowMAX?** Honestly, there’s not much to fault—it’s smooth and reliable. If anything, maybe a few minor tweaks to streamline the interface even more, but that’s just nitpicking. **What problems is WorkflowMAX solving and how is that benefiting you?** I use WorkflowMax to manage my weekly timesheets and monitor hours across multiple projects. It provides a streamlined way to log time and stay on top of project progress with minimal effort ### 21. Excellent Help and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew A. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about WorkflowMAX?** The software is easy to use and customise to our business. Overall though I think it's the Help Centre that really makes the experience. There is a wide range of resources of different types that makes it easy to get using the software. **What do you dislike about WorkflowMAX?** Only a small niggle but every time you navigate between pages it defaults to the current date / week, so if I'm checking timesheets for the previous week if I switch between staff it shows me the current week. **What problems is WorkflowMAX solving and how is that benefiting you?** Keeping track of progress delivering the project against the estimate and then being able to send an invoice using the Xero integration. ### 22. Seamless Quotes-to-Invoices Workflow with Xero Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jay R. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about WorkflowMAX?** From issuing of quote through to final invoice as a cost management and project management tool with Xero integration. **What do you dislike about WorkflowMAX?** I wish I could invoice with CIS tax deductions. **What problems is WorkflowMAX solving and how is that benefiting you?** Xero integration. Integrating quoting, project management, job costing and invoicing all in one place. ### 23. Meets our needs and always improving **Rating:** 4.0/5.0 stars **Reviewed by:** Steven H. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about WorkflowMAX?** We are a small business that used the original WFM and transitioned to the BlueRock version. Notwithstanding some challenges in the initial rollout we are happy with the current functionality that meets our basic business needs and provides a platform for us to scale. **What do you dislike about WorkflowMAX?** No major dislikes, but it would be useful to show your lead activities as a widget on the dashboard (as with the original WFM) **What problems is WorkflowMAX solving and how is that benefiting you?** It allows us to manage the complete end -to- end business cycle from leads through to jobs and invoicing (integrated with Xero) supported by standard and customised reporting. ### 24. A solid, reliable partner for keeping our jobs on track. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about WorkflowMAX?** I've been using WorkflowMax in my businesses since 2016 since 2016 and it provides a reliable backbone to a creative, agile and sometimes chaotic business to apply a bit of structure and process to quoting, time tracking, purchasing and invoicing. Being able to instantly get a read on the profitability of a job from quote to actual to invoiced is invaluable. **What do you dislike about WorkflowMAX?** The major upgrade to version 2 of WorkflowMax in 2024 meant a few features were unavailable for a while. But now that the dust has settled everything is back in action and new features and integrations are starting to be added on a regular basis. **What problems is WorkflowMAX solving and how is that benefiting you?** Keeping track of hours spent and profitability on a job by job basis. ### 25. Exellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about WorkflowMAX?** I manage a busy bespoke joinery production which using Workflow max I can now create leads ,quotes and purchase orders which enables me to track every apspect of a project so I know finacially in real time what the actual projects cost are highlighting areas that need to be amended for future projects. I am not the best on computers but once I had the training to complet the tasks for my job role its straight forward. **What do you dislike about WorkflowMAX?** Like every software its only as good as what is inputted **What problems is WorkflowMAX solving and how is that benefiting you?** tracking timesheets and costs specific jobs ### 26. WFM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about WorkflowMAX?** WFM has made it easier for our business to streamline invoicing and keep better track of time on jobs. With all the new updates and features, it can sometimes get a bit tricky to navigate, but the support team are always quick to respond when we raise a ticket. **What do you dislike about WorkflowMAX?** Upgrades and features can sometimes take a while to adapt to or work correctly with our reporting - this has been raised and resolved with the team. Export feature to Xero doesn't allow you to export as timesheets - this feature hasn't yet been able to work correctly for our business. **What problems is WorkflowMAX solving and how is that benefiting you?** Billable vs non billable time and job costings. ### 27. Game Changing Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Emma L. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about WorkflowMAX?** Lots of great features, timesheeting, budgeting for jobs, the custom reports are great and very useful for us as a business. **What do you dislike about WorkflowMAX?** Nothing, this has been great for our business! **What problems is WorkflowMAX solving and how is that benefiting you?** We can see how long staff are taking on each job to ensure we are pricing jobs correctly, we can see where more training may be needed if jobs are being overserviced, and we can see which consultants are generating the most turnover. ### 28. Great tool for accurate Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Josh P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2025 **What do you like best about WorkflowMAX?** - Responsive Product Team - Great UI and easy to learn - Integrates with Xero - Simple to use Mobile App - Highly customisable **What do you dislike about WorkflowMAX?** When we find something, we'll let you know! **What problems is WorkflowMAX solving and how is that benefiting you?** Clear WIP Tracking Overages Tracking Document Repository Project Management ### 29. Workflowmax review **Rating:** 3.5/5.0 stars **Reviewed by:** angela m. | Finance and Operation Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about WorkflowMAX?** My favorite feature of WMF is how easy it is to use, connecting to Xero. I like the new look, making it more user friendly. **What do you dislike about WorkflowMAX?** There is a need to improve reporting, we prefer to have reports that separate monthly purchase costs from time costs. Sometimes the app does not find relevant job numbers when adding hours. **What problems is WorkflowMAX solving and how is that benefiting you?** Project Management ### 30. Excellent Report Tracking! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about WorkflowMAX?** We can track reports really well which makes life easy **What do you dislike about WorkflowMAX?** Integration with other tools - means we need to have several others **What problems is WorkflowMAX solving and how is that benefiting you?** Reporting ### 31. All-in-One Quoting, Time Tracking, and Invoicing Solution **Rating:** 4.0/5.0 stars **Reviewed by:** nolan F. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2025 **What do you like best about WorkflowMAX?** Its combined features of quoting, time tracking and invoicing **What do you dislike about WorkflowMAX?** lack of flexible scheduler and time entry could be a little easier **What problems is WorkflowMAX solving and how is that benefiting you?** Its been great to keep a track of projects and using the WIP function to make sure projects are invoiced on time **Official Response from David Oliver:** > Thanks for sharing your feedback! We're glad to hear that the quoting, time tracking, and invoicing features are working well for you and helping you stay on top of projects and WIP. We appreciate your comments on scheduling flexibility and time entry — feedback like this helps guide our improvements. Thanks again for your review and for being part of the WorkflowMax community! ### 32. Makes project management easier **Rating:** 4.0/5.0 stars **Reviewed by:** Emma Z. | Office Manager / H&S Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about WorkflowMAX?** WorkflowMax helps to track projects and make sure all the information is in one place. **What do you dislike about WorkflowMAX?** that it sometimes won't send an email out to the team if a new job has been created. **What problems is WorkflowMAX solving and how is that benefiting you?** tracking the progress of the job ### 33. Excellent product for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about WorkflowMAX?** This product is very easy to use. WFM by BlueRock links well with Xero making accounting for a person who does not like accounting easy. I use the product each day and sometimes of a weekend. I have not had to rely on customer support as yet. It was an easy set up assisted by my software solutions advisor **What do you dislike about WorkflowMAX?** I have not identified any issues and any initial teething issues after the launch of BlueRock were remedied and with updates as to this. I am aware that customer support is available as needed. **What problems is WorkflowMAX solving and how is that benefiting you?** Being able to record time so easily is a huge benefit-time saving and easy to use ### 34. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Tracey H. | Accounts Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about WorkflowMAX?** I use WFM mainly for processing purchase invoices & the integration with xero works well **What do you dislike about WorkflowMAX?** Nothing & if there have been any issues support have resolved them **What problems is WorkflowMAX solving and how is that benefiting you?** It helps to keep track of time & costs in jobs so we can bill customers accurately ### 35. The best app for design agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Roland S. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about WorkflowMAX?** It works so well for us and does everything we need. It also integrates seamlessly with Xero. **What do you dislike about WorkflowMAX?** Nothing really! It does everything without any isuses **What problems is WorkflowMAX solving and how is that benefiting you?** Keeping track of time and costs on a job and allowing us to invoice accurately. ### 36. Workflowmax Review **Rating:** 5.0/5.0 stars **Reviewed by:** Liam B. | Group Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about WorkflowMAX?** Very intuitive system with great levels of support from the team at Workflowmax. The regular updates address common requests and look to make the system even easier to use **What do you dislike about WorkflowMAX?** The initial cross over from Workflowmax to the new version under Bluerock was very difficult as reports required were not available. However this has since been resolved so nothing furth on the negative from me **What problems is WorkflowMAX solving and how is that benefiting you?** Transparency in costings ### 37. Continuous Software Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about WorkflowMAX?** We are a mid-size tradeshow and convention services company. It is a pleasure to see the improvements to the software roll out seamlessly and on schedule. We use this as our estimating tool and to capture historical data for forecasting. The Xero integration is key. **What do you dislike about WorkflowMAX?** For our business use this product fits the bill with the opportunity to create workarounds for our industry. **What problems is WorkflowMAX solving and how is that benefiting you?** Accurate and flexible estimating ### 38. Used over 2 companies **Rating:** 5.0/5.0 stars **Reviewed by:** Pete S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about WorkflowMAX?** Tracking everything from leads , commercial, operational and financial with good custom features to suit your needs **What do you dislike about WorkflowMAX?** All good so far. Clear updates coming to iron out issues **What problems is WorkflowMAX solving and how is that benefiting you?** The volume of projects we have and how it schedules them ### 39. Easy to use, intuitive platform **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa P. | Senior Resource Management Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about WorkflowMAX?** WorkflowMax is well designed from a user perspective. I don't have to root around to find what I need. The fonts are easy to read, the text size and colour is great. WorkflowMax has a lot features. Although I don't use them all, I know how to find them if I do need to use them. I've been able to better understand project budgets and timelines, and get the information I need quickly. I've found the developers of WorkflowMax to be responsive to feedback and make changes to improve the user experience. **What do you dislike about WorkflowMAX?** I haven't found any downsides to using Workflow Max. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMax helps me to quickly tell whether a project is on budget or not, who has been working on the project, and what people have been doing. The timesheet function is helpful to sort who has done what and the time it has taken. I use it for other reasons but that is the most helpful. Tracking budgets, staff, and timelines. ### 40. WorkFlow Max (Xero) sold to BlueRock as WorkFlowMax2.com **Rating:** 0.0/5.0 stars **Reviewed by:** Joe T. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about WorkflowMAX?** Xero sold WorkFlow Max was not perfect, but it was functional and address 90% of our needs. **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. **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. ### 41. Room for improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Luke E. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about WorkflowMAX?** The upside of using WorkflowMax are that it provides a tight record of time spent on tasks for budgeting on some projects. There are few truly end to end softwares that allow for quoting thorugh to invoicing and WorkflowMax achieves this. The tool is also simple and easy to use with minimal onboarding. **What do you dislike about WorkflowMAX?** The WorkflowMax UI is outdated and sometimes difficult to use when you are running multiple jobs. Time entry is less intuative too. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMax is providing a clear understanding of project progress and budgeting with respect to time entry and billing. It allows us to recognise the directo correlation between cost and benifit to projects. ### 42. Great for smaller businesses not medium size businesses **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about WorkflowMAX?** WorkFlowMax can be initially easy to use. **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. **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 ### 43. The UI needs to be updated to make it more user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about WorkflowMAX?** Apllication is consistant and contains many feature that the management can use to track the billing hours to make sure the project is going where it is supposed to go. **What do you dislike about WorkflowMAX?** It bit old school web application and it takes time to log one entry and enter the other one as it refreshes the page agian before letting you to log the next one. **What problems is WorkflowMAX solving and how is that benefiting you?** Tracking the time I spent on each tasks I do every day as a development team lead. It has nice extensions to log your time automatically as well. ### 44. Simple to set up and powerful enough for a small to medium organisation **Rating:** 4.0/5.0 stars **Reviewed by:** Richard D. | D, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about WorkflowMAX?** The simple flow from quote to job to timesheets to invoice **What do you dislike about WorkflowMAX?** The lack of currency handling within the solution. **Recommendations to others considering WorkflowMAX:** I would recommend the solution for small to medium professional services organizations **What problems is WorkflowMAX solving and how is that benefiting you?** Ensuring we bill customers in a timely and accurate way. ### 45. Review for WorkflowMax **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2017 **What do you like best about WorkflowMAX?** Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information. **What do you dislike about WorkflowMAX?** There are a few integrations that are available for WFM (eg Xero) which work really well but It would be great if WFM had Zapier integration. **Recommendations to others considering WorkflowMAX:** I liked the overall workflow of the software, including the quoting/pricing modules. They were pretty flawless and helped me make sense of a pricing system on the fly. Also, there is the intergration with Xero, which is the platform I use for accounting. **What problems is WorkflowMAX solving and how is that benefiting you?** Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information. ### 46. Best software for filling tax returns **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about WorkflowMAX?** I have synced the software with xero, and this auto picks the transactions posted. which save our time to enter the data. **What do you dislike about WorkflowMAX?** sometime this shows the errors which are difficult to locate into xero **What problems is WorkflowMAX solving and how is that benefiting you?** ease of filling the returns and maintenance of data ### 47. Great for multi-day-project management **Rating:** 4.0/5.0 stars **Reviewed by:** Fabien G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2020 **What do you like best about WorkflowMAX?** WorkflowMax is awesome for Creative Agencies, Accountants/Bookkeepers, Engineering/Architects and other similar business that have mostly time input into projects. It also works well for Construction industry, although tracking the projects costs require more carefully planned and executed workflow to make sure the reporting is as relevant as can be. The following features are those that come top of mind as the things WorkflowMax does great: - Tight financial integration with Xero. - Multiple ways to track and enter time. - Cost is great for how much features it packs. - Knowledge base and support is A1. - Reporting capability are encompassing. **What do you dislike about WorkflowMAX?** - Report could be more dynamic. For example, it would be great to be able to drill down, to be able to change filters/parameters without resetting the whole report, to be able to create a custom report based on an already existing report (whether an default or custom created one). - For construction industry, where there are lots of project costs, it would be great to be able to link back a cost added to the cost tab of a job to a purchase order. It would also be great to be able to attach a copy of an invoice directly to a cost, instead of having **Recommendations to others considering WorkflowMAX:** WorkflowMax is a great software and an excellent bang-for-your-buck compared to the competition. While their Knowledge Base has everything you need to understand how it works and set it up yourself, I do recommend you connect with an implementation partner if you want to ensure you get the most meaningful information how of it. This is particularly relevant when determining wat should be your jobs, tasks and checklists. **What problems is WorkflowMAX solving and how is that benefiting you?** Seamless project tracking, great ability to generate quote and estimates, see each job or task cost and profit. ### 48. It has stabilized the way we connect and manage the working procedures. **Rating:** 5.0/5.0 stars **Reviewed by:** Hellen S. | Managing Consultant - Real Estate Development & Investments, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2020 **What do you like best about WorkflowMAX?** WorkflowMax has been preset and designed with different management tools which puts in more accuracy in our work and allow us to manage our projects in more convenient ways. In our organization, we mostly have to deal with projects which are based on small teams dealing with different tasks at a time. So we always use this tool in order to perceive the notifications and the instant updates. The tasks can also be continuously coordinated and projected by the management teams to assists the team in their work. We can share messages and forms groups which allows us to enhance our performances in a better way and deal with the tasks in efficient manner. **What do you dislike about WorkflowMAX?** On the negative aspect, we do have to face few issues which abrupt our performances and hurdles the way we perform our work. The continuous integration errors have raised a lot of issues for us and we have to follow long procedures in order to cope up the tasks eventually. The premium paid plans also additionally asks for paid features which in itself is a working barrier. The dashboard or the user interface although fits perfectly for an advance working, but their capability to assist any new beginners is almost null. **What problems is WorkflowMAX solving and how is that benefiting you?** WorkflowMax in itself is an amazing working tool assisting the professionals from managing their work to collaborating in the most advanced ways. We can also easily overview the whole projects performances and make improve the performances by proper analyzing or reporting features. It comprehends the whole project performance in the most conceivable way and makes us more alert and concentrated towards our projects. We can customize the dashboards or can adjust the tools according to our needs. ### 49. Best Project Management Software for engineers. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian O. | Mechanical Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2019 **What do you like best about WorkflowMAX?** Since the software is cloud based,it automatically track time online and create invoices from my time sheets. The software is easy to use with flexible and extensive features that enables us to manage most of our business processes. I can see a complete overview of any project from the dashboard of this great software. The pricing is generally flexible. **What do you dislike about WorkflowMAX?** Navigation through custom reporting is sometimes hard. Inventory management feature is non existent. **Recommendations to others considering WorkflowMAX:** The software offers a complete end to end solutions for running any project. It is easy to use and flexible to your needs with automatic creation of invoices and online time tracking. **What problems is WorkflowMAX solving and how is that benefiting you?** I use the software to track jobs,managing time sheets,coordinating and collaborating seamlessly with all our staff to ensure smooth running of our projects. ### 50. Don't Trust the Document Management System **Rating:** 1.0/5.0 stars **Reviewed by:** Kara H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2019 **What do you like best about WorkflowMAX?** Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good. **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. **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. **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. ## WorkflowMAX Discussions - [What is WorkflowMax used for?](https://www.g2.com/discussions/what-is-workflowmax-used-for) - [View WorkflowMAX pricing details and edition comparison](https://www.g2.com/products/workflowmax/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+20%3A57%3A52+-0500&secure%5Bsession_id%5D=bd40bfde-759e-4f11-9254-f2d85e80b8a4&secure%5Btoken%5D=fc9edfaeac43964152c4da3cda13e7f16763e3941545cb08249bfb7ed0be4862&format=llm_user) ## WorkflowMAX Integrations - [12d Synergy](https://www.g2.com/products/12d-synergy/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Airwallex](https://www.g2.com/products/airwallex/reviews) - [Box](https://www.g2.com/products/box/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [EzzyBills](https://www.g2.com/products/ezzybills/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [PlanRight](https://www.g2.com/products/planright/reviews) - [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews) - [SyncHub](https://www.g2.com/products/synchub/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## WorkflowMAX Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Cost Tracking** - Identification - Allocation - Standard Costs **Setup** - Activities - Flows - Dependencies - Notifications **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Automation** - Workflows - Customization - Data repository **Communication** - Chat - Discussions - External - Feedback - Announcements **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Templates - Critical Path - Time & Expense - Methodologies **Management** - Updates - Audit Trail - Integration **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Administration** - Permissions - Procedures - Remote Work **Content & Documents** - File Sharing - Notes - Search - Versioning **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management **Resource Management** - Resource Definiton - Capacity - Scheduling **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Integration** - Accounting - Payments - ERP - Account Sync **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Workload** - Resource Allocation - Workspace - Configuration - Insights **Project Management** - Task Management - Planning - Visibility - Integration **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Analytics** - Forecasting - Reporting - KPIs **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Administration** - Standard Integrations - Workflow - Access Management **Cost Management** - Project Budgeting - Time & Expense - Profitability **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile Time Tracking** - Time Tracking **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Integration** - Front Office - Back Office - External data **Generative AI** - AI Text Generation **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration **Administration** - Business Tool Integration - Workflow - Automated Reminders - User, Role, and Access Management **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top WorkflowMAX Alternatives - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,101 reviews) - [Basecamp](https://www.g2.com/products/basecamp/reviews) - 4.1/5.0 (5,355 reviews) - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (479 reviews)