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WorkflowMax Reviews & Product Details

Pricing

Pricing provided by WorkflowMax.

STANDARD

Starting at $25.00
Per Month

WorkflowMax Media

WorkflowMax Demo - Welcome to WorkflowMax
Boost your profitability and performance. Do it all from anywhere – quotes, jobs, scheduling, time tracking, invoicing, reporting, and more.
WorkflowMax Demo - Stay in control of your job management
Track and record all aspects of your jobs, from resources and time to costs and profitability. Experience seamless workflow management and gain valuable insights through reporting.
WorkflowMax Demo - Online lead and sales management
Never miss winning a customer again with WorkflowMax's online lead management software. Track every step in your sales pipeline all from one place.
WorkflowMax Demo - Simplify your billing with online invoicing software
Get paid faster with customised invoices. Enjoy the integration between job, time and cost tracking with a seamless data flow into Xero and QuickBooks for end-to-end efficiency.
WorkflowMax Demo - The easy way to track employee time
Effortlessly convert time into revenue with our advanced time tracking software. Capture every billable second accurately and never miss an opportunity to maximise your earnings.
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WorkflowMax Reviews (55)

Reviews

WorkflowMax Reviews (55)

4.0
55 reviews

Pros & Cons

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Verified User in Civil Engineering
UC
Mid-Market (51-1000 emp.)
"Great for smaller businesses not medium size businesses"
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.

Verified User in Computer Software
UC
Small-Business (50 or fewer emp.)
"The UI needs to be updated to make it more user friendly"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Richard D.
RD
D
Small-Business (50 or fewer emp.)
"Simple to set up and powerful enough for a small to medium organisation"
What do you like best about WorkflowMax?

The simple flow from quote to job to timesheets to invoice Review collected by and hosted on G2.com.

What do you dislike about WorkflowMax?

The lack of currency handling within the solution. Review collected by and hosted on G2.com.

Verified User in Medical Practice
UM
Small-Business (50 or fewer emp.)
"Review for WorkflowMax"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Mid-Market (51-1000 emp.)
"Best software for filling tax returns"
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. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMax?

sometime this shows the errors which are difficult to locate into xero Review collected by and hosted on G2.com.

FG
CEO
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Great for multi-day-project management"
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Hellen S.
HS
Managing Consultant - Real Estate Development & Investments
Enterprise (> 1000 emp.)
"It has stabilized the way we connect and manage the working procedures."
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Brian O.
BO
Mechanical Engineer
Mid-Market (51-1000 emp.)
"Best Project Management Software for engineers."
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. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMax?

Navigation through custom reporting is sometimes hard.

Inventory management feature is non existent. Review collected by and hosted on G2.com.

KH
Owner
Small-Business (50 or fewer emp.)
"Don't Trust the Document Management System"
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.

Verified User in Architecture & Planning
UA
Small-Business (50 or fewer emp.)
"{"text":"<p>Gorak zentara! Veldorim kash, ultharim zenthra.</p><p>1. Zenthra ultharim: <strong>Veldorim</strong> - The process of understanding the unknown.</p><p>2. Kash ultharim: <em>Gorak</em> - A call to action or awakening.</p><p>3. Zentara ultharim: <u>Zenthra</u> - The essence of discovery and exploration.</p>","translation":"<p>Awaken the mind! Embrace the unknown, discover the essence.</p><p>1. Discover the essence: <strong>Embrace</strong> - The process of understanding the unknown.</p><p>2. Unknown essence: <em>Awaken</em> - A call to action or awakening.</p><p>3. Mind essence: <u>Discover</u> - The essence of discovery and exploration.</p>"}"
What do you like best about WorkflowMax?

Categorization, addition of comments, ease of switching from project to project Review collected by and hosted on G2.com.

What do you dislike about WorkflowMax?

Logs me out when I am logging time, which becomes frustrating. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by WorkflowMax.

STANDARD

Starting at $25.00
Per Month

PREMIUM

Starting at $85.00
Per Month

ADVANCED

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WorkflowMax Features
Reporting
APIs / Integration
Internationalization
Ease of Completing Timesheets
Tracking Time to Project/Task
Billable Time Rate Management
Invoice Creation and Delivery
Project Accounting / Revenue Recognition
Time Tracking
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