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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The AI Assistant feature is genuinely helpful and makes things faster. Review collected by and hosted on G2.com.

The program feels a little expensive for what it offers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

They just need to allow syncing with OneDrive/SharePoint. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

I like WorkflowMax for its ease of use and efficiency. The timesheet and weekly timesheet view are features I use and value the most. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

My experience with workflow Max has been overall very positive. However the dashboard could use some extra features Review collected by and hosted on G2.com.

Simple to set up, all the information is seamless from quotation, through Job/Project to invoice, tracks costs instantly, helping to keep projects on time and in budget, highlighting problems sooner rather than later.

Works perfectly with Xero, for goods receipts and invoicing.

Great value for money, and excellent ongoing improvements Review collected by and hosted on G2.com.

More flexibility with the dashboard for specific users and options on the delivery address would be very beneficial in purchasing. Sometimes quoted value doesn't tally with invoice value. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

As this is a fairly new system somethings are missing from the system however they are planning on implementing these asap Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.