WorkflowMAX Reviews & Product Details

As certified WorkflowMax advisors we have implemented and provided support for WorkflowMax for a large number of clients across a diverse range of industries including Architects, Accounting Practices, Business Advisors, Branding Agencies, IT Management Firms, Creative Agencies, Consulting Practices, Construction Firms, Media Firms, Mobile Service and Registered Training Organisations.

Pro's

- The integrated quote and job management system seamlessly transfers all quote and estimate details across to related jobs, eliminating duplication of data and errors

- Easy for staff to track their time in the office or on the go with the Android and iOS apps

- Flexible document templates allow customised branding on proposals, quotes, invoices and other documents.

- Easily build custom reports using the powerful inbuilt report builder

- Flexible invoicing options cover both quoted and time and material jobs

- Seamless integration with Xero accounting software automatically sync’s all client and supplier details, invoices, purchases and timesheets across to Xero

- Low monthly subscription costs provide excellent value for money Review collected by and hosted on G2.com.

Con’s

- Limited functionality to raise invoices based on percentage of task or stage completion

- WorkflowMax lead manager is a good starting point but is not a fully fledged CRM

- No ability to manage inventory within WorkflowMax Review collected by and hosted on G2.com.

We are a full service marketing agency and we use Workflow for time tracking and time logging. The time sheet option is very simple and easy to use and allows us to add notes on every task completed which we later use to add task descriptions and details to client invoices. Workflow Max makes it very easy for us to know how much time we have spent on each project and client and when we have gone overtime. When time logging is done correctly this gives us invaluable information about the productivity and profitability of the agency. Review collected by and hosted on G2.com.

There is room for improvement on automating recurring projects and tasks. Very often team members are left out of a project which can cause confusion. I would love to see improvements of the personal dashboard with an overview of time spent on each client and perhaps a job list that can be rannked by priority. Review collected by and hosted on G2.com.

It is easy to input time and write notes. Easy to read after inputting time. Review collected by and hosted on G2.com.

It's difficult to edit or change times you have entered. Review collected by and hosted on G2.com.

WorkflowMax makes it supwr easy to input data and easily find it when looking for a recent submission Review collected by and hosted on G2.com.

The drawback of this program would definitely be that it is unable to "forget" things when you change them in the file and are then still displayed under the wrong search Review collected by and hosted on G2.com.

I find this application to not only be useful but user friendly. I use it daily at my job. I really like the fast processing of data and how easy it is to train new employees on the ins and outs of the application. Review collected by and hosted on G2.com.

In the mornings sometimes I find it slow to start up and get moving depending on the data retrieved from the night before. But that could be more of a company issue not a application issue. Review collected by and hosted on G2.com.

WFM provides an integrated platform for professional services businesses, particularly those in design and advertising businesses where image files are produced. It is a great choice for small teams [<15 professionals] where workflows are NOT highly complex, and tools don't produce HUGE files. Review collected by and hosted on G2.com.

The workflow functionality could be substantially improved. A full set of boolean functions and concatination is lacking. The software could definitely be upgraded to handle more complex transactions. Review collected by and hosted on G2.com.

Hands down, the best feature of WorkflowMax is it's integration with Xero. We use Xero as our accounting system and when looking for a project management software integration is one of the two must have features. Review collected by and hosted on G2.com.

"Everything that isn't the fact that it integrates with Xero". At the end of the day we stopped using this software because it was too simplistic. It didn't handle the intricacies that we required to properly manage and measure our projects. Review collected by and hosted on G2.com.

It does what's it's meant to, track your hours, it has a chrome plugin where you can press to start recording your time Review collected by and hosted on G2.com.

The user interface, it's a calendar like app. Time tracking is a pain for most employees. We usually have work sprints, have several projects to work on every months (agency). It would be great if project managers could setup WorkflowMax easily so everyone can see jobs/projects in a simple manner. Instead of having a dropdown menu with codes that barely anyone understands. I would like to have to spend maximum 5 minutes a day on workflowMax to report my hours.

WorkflowMax should be a companion and not a bargain. Review collected by and hosted on G2.com.