--- 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: '2026-07-07' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # 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 **simple and easy to use** , appreciating its intuitive design and helpful resources. (25 reviews) - Users value the **seamless time tracking** of WorkflowMAX, which simplifies project management and enhances team efficiency. (13 reviews) - Users appreciate the **easy integration** with Xero, ensuring streamlined processes without double handling invoices. (12 reviews) - Users appreciate the **seamless integration with Xero** , enhancing efficiency by eliminating double handling of invoices. (10 reviews) - Users love the **intuitive project management** of WorkflowMax, providing clear insights and seamless tracking for their businesses. (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 find **missing features** like multi-currency billing limiting and seek improvements in the lead management system. (7 reviews) - Users find WorkflowMAX has **limited functionality** , particularly in lead management and handling multiple tasks efficiently. (5 reviews) - Users report **billing issues** , such as discrepancies between quoted and invoiced amounts and lack of multi-currency support. (4 reviews) - Users find the **time-consumption** excessive due to cumbersome processes and outdated interface, hindering efficiency. (4 reviews) - Users experience **invoicing problems** like discrepancies between quoted and invoice values, lacking multi-currency and tax deduction features. (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. ## 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/workflowmax-review-470297?section=pricing&secure%5Bexpires_at%5D=2026-07-08+16%3A39%3A48+-0500&secure%5Bsession_id%5D=88132905-c6a1-4dbd-9e23-96f9d0365ef9&secure%5Btoken%5D=e3005781fc47dac998bd744fc4af8f56ef0ffbbcfc5ab473bd94e5af2d13cb14&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 (13,209 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 (481 reviews)