--- 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: '2026-06-30' 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. 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 ### 6. 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. ### 7. 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. ### 8. 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! ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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 ### 16. 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 ### 17. 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. ### 18. 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 ### 19. 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 ### 20. 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 ### 21. 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 ### 22. 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 ### 23. 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. ### 24. 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. ### 25. 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 ## 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?filters%5Bsentiment_snippet%5D=1381795&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-03+04%3A23%3A40+-0500&secure%5Bsession_id%5D=984f516b-c132-48a3-bbde-5f508aba97ea&secure%5Btoken%5D=af8401cbb22718e2d09401c4978f9456f780277c8813c37efb213cc867f113b1&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 (13,191 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)