WorkflowMAX Reviews & Product Details

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

Seller

WorkflowMAX

Discussions

WorkflowMAX Community

Languages Supported

English

Overview by

Ryan Kagan

Pricing

Pricing provided by WorkflowMAX.

STANDARD

Starting at $25.00

Per Month

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WorkflowMAX Integrations

(14)

Verified by WorkflowMAX

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.

Official Downloads

(1)

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Job Profitability Checklist

WorkflowMAX Reviews (58)

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Brian O.

Mechanical Engineer

Mid-Market (51-1000 emp.)

9/10/2019

"Best Project Management Software for engineers."

5/5

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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

Verified User in Architecture & Planning

Small-Business (50 or fewer emp.)

10/18/2019

"{"text":"Gorak zentara! Veldorim kash, ultharim zenthra.1. Zenthra ultharim: Veldorim - The process of understanding the unknown.2. Kash ultharim: Gorak - A call to action or awakening.3. Zentara ultharim: Zenthra - The essence of discovery and exploration.","translation":"Awaken the mind! Embrace the unknown, discover the essence.1. Discover the essence: Embrace - The process of understanding the unknown.2. Unknown essence: Awaken - A call to action or awakening.3. Mind essence: Discover - The essence of discovery and exploration."}"

3.5/5

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.

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.

Verified User in Public Relations and Communications

Small-Business (50 or fewer emp.)

2/5/2019

"Why WorkflowMax Works"

4/5

What do you like best about WorkflowMAX?

I love the ease of use of this software! It really is a one stop shop in terms of time recording, project management, etc. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

If I am being honest, there is nothing I really dislike about this service. Review collected by and hosted on G2.com.

Josh O.

Digital Marketing Coordinator

Small-Business (50 or fewer emp.)

9/24/2018

"Effective software to help track hours"

4/5

What do you like best about WorkflowMAX?

Easy access to noting jobs and how much time was spent on them. Tracking and using an internal numbering system makes finding jobs easy on WorkflowMax. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

Can feel very busy at times, but that's not the UI's fault. Just a matter of how much work is being put into the program. Review collected by and hosted on G2.com.

Robby M.

Tax Partner

Accounting

Small-Business (50 or fewer emp.)

2/18/2018

"Strong project management but requires careful planning for setup"

4.5/5

What do you like best about WorkflowMAX?

I really love that the application can be built around your business needs. When you think of project management, it’s very specific to you and your process. You want to understand your process first before you try to build-out any workflow tool. The amazing thing about workflowmax is that you can really use it for what you’re doing and trying to accomplish. It integrates with other applications and gives you robust reporting capabilities. I can track my costs on jobs whether salary or expenses like travel. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The setup is challenging in the beginning and more videos would be really helpful. The help articles could go in more depth. Especially when you’re trying to figure out process. Also, if you have a project with a lot of steps, you can’t note directly to “to-do” items under a task. However, you can apply notes to tasks. We’ve made changes since implementation and that’s normal with any big implementation of a tool. Also to send an email to a job, the job number has to be in the subject line—that can be confusing to clients. So, I usually forward afterwards. It’s also not really iPad friends, so it needs improvement there. Regular tasks work, but if there’s a pop-up for additional information, it doesn’t work. Review collected by and hosted on G2.com.

Recommendations to others considering WorkflowMAX:

1) Plan your process out clearly thinking of all you’d like the application to do

2) Map out your process

3) Then use what you’ve got to see if the features support you

It’s a strong application, but you need to be ready to invest your time or someone else in building out properly. There’s a lot of project management platforms out there that are much easier to get started. But, with Workflowmax it will grow with you. One other might be easier to setup, but you’ll be turning around likely at some point and returning to find one that fits your needs at that time. So, if you’ve go the time and you’ve identified it will work, I think you’ll love it. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

We use WorkflowMax to keep up with our year-long engagements, tax return preparation, onboarding, internal jobs, and analyze our costs. It’s been amazing to have all of these data in one place. It gives me real-time notifications and I can analyze performance and deadlines. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

1/10/2018

"It has made things so much easier"

3.5/5

What do you like best about WorkflowMAX?

Reasonably priced

Can be integrated with Google drive, box, Xero, Dropbox etc

Best support service which is available 24/7

Several options for live webinars

Easy to use

Anyone working on the assignment can easily access the document storage and collaboration very well.

Provides huge flexibility Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

It would great if they could enhance the integrations bit more. Review collected by and hosted on G2.com.

Recommendations to others considering WorkflowMAX:

It is a perfect software if you have a small or mid-sized business and cannot afford so much on things like this. WorkflowMax has almost all the features you need in a project management software. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

This software makes time tracking and scheduling so much easier. If you are skeptical about this software, you can sign up for a free trial with WorkflowMax. Plus don't forget to look at the help/guide as there are features that may go unnoticed. Again, the best part of this software is its ability to integrate with other programs. Review collected by and hosted on G2.com.

Neha P.

Principal

Accounting

Small-Business (50 or fewer emp.)

1/28/2018

"Workmax is an avg workflow tool not impressed"

1.5/5

What do you like best about WorkflowMAX?

Workmax flow nicely integrated with Xero and works okay. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

I do not like how it doesn’t take Client information from Xero and create basic workflow -lots of data input. Review collected by and hosted on G2.com.