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WorkflowMax description
WorkflowMax is a comprehensive job and project management software designed for small to medium-sized service businesses. It provides tools for tracking time, managing projects, creating quotes and invoices, and generating reports. WorkflowMax aims to streamline your workflow, increase profitability by capturing all billable hours, and help you understand staff productivity. It integrates with other popular business tools, including Xero accounting software.
Who is WorkflowMax best for
WorkflowMax is a project management solution designed for small to medium-sized service businesses. Users praise its Xero integration, ease of use, and comprehensive job management features. However, some users have noted a difficult migration process from WorkflowMax by Xero, an outdated UI, and non-intuitive time entry as downsides. If your business needs a simple tool for time tracking and project management, WorkflowMax might be a good fit.
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Best fit for small to medium-sized businesses.
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Ideal for professional services, retail, e-commerce, and other service-based industries.
WorkflowMax features
| Supported WorkflowMax integrates with various business tools to enhance functionality and streamline workflows. |
| Supported WorkflowMax supports time tracking directly for tasks and projects. |
| Supported WorkflowMax allows assigning tasks, setting deadlines, and monitoring progress. |
| Supported WorkflowMax offers tools for tasks, scheduling, resources, and team collaboration. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
Scalability
WorkflowMax reviews
We've summarised 147 WorkflowMax reviews (WorkflowMax Software Advice reviews, WorkflowMax GetApp reviews, WorkflowMax TrustPilot reviews, WorkflowMax Capterra reviews and WorkflowMax G2 reviews) and summarised the main points below.
- Tight integration with Xero accounting software.
- Simple and easy to use, with minimal onboarding required.
- Effective time tracking and project budgeting.
- Comprehensive job management, from quoting to invoicing.
- Customizable reporting features (although some limitations exist).
- Difficult migration from WorkflowMax by Xero to WorkflowMax by BlueRock, with significant loss of functionality and numerous bugs.
- Outdated and difficult-to-use UI, especially when juggling multiple jobs.
- Time entry is not intuitive.
- Limited features and reporting capabilities.
- Expensive, especially considering per-user pricing and paid features within premium plans.
WorkflowMax pricing
The commentary is based on 11 reviews from WorkflowMax Capterra reviews, WorkflowMax G2 reviews and WorkflowMax GetApp reviews.
WorkflowMax's pricing is generally considered cost-effective and a good value, especially for its integration with Xero. However, some users find it expensive for larger teams, with per-user costs adding up. Others mention it's affordable, particularly for manufacturing and distribution businesses.
Users sentiment
See the WorkflowMax pricing page.
WorkflowMax alternatives
Teamwork.comBetter for larger teams and enterprises. More suitable for managing the client work lifecycle, especially for client-based businesses. Broader industry applicability, including Healthcare, Hospitality & Tourism, and Media & Entertainment. Has more momentum.Read more
Contractor ForemanBetter for construction businesses. Higher ratings on G2 and Capterra. Positive pricing sentiment.Read more
Workleap OfficevibeBetter for improving employee experience and gathering feedback. More suitable for mid-sized companies focused on HR and employee engagement.Read more
WorksectionBetter for hourly billing. Higher rated by users. More affordable pricing. Easier to use.Read more
MeisterTaskBetter for teams of all sizes and various industries. Offers a more user-friendly interface and Kanban-style project management. MeisterTask is growing faster. Integrates with MindMeister for mind mapping. More AI-powered features.Read more
WorkflowMax FAQ
What is WorkflowMax and what does WorkflowMax do?
WorkflowMax is cloud-based job and project management software designed for small to medium-sized service businesses. It offers tools for project management, time tracking, quoting, invoicing, and reporting, aiming to streamline workflows and boost profitability. It integrates with Xero and other business tools.
How does WorkflowMax integrate with other tools?
WorkflowMax integrates with various business tools, enhancing functionality and streamlining workflows. A key integration is with Xero accounting software, simplifying financial management. It also connects with other tools to improve overall business processes.
What the main competitors of WorkflowMax?
Alternatives to WorkflowMax include Teamwork.com, Paymo, BQE CORE, Ruddr, Worksection, and ClickUp. These competitors offer similar project management, time tracking, and billing features, often targeting specific industries or business sizes.
Is WorkflowMax legit?
Yes, WorkflowMax is a legitimate project management software offered by Xero. It's known for its Xero integration, ease of use, and time tracking capabilities. However, some users find the interface outdated and the pricing model expensive.
How much does WorkflowMax cost?
WorkflowMax pricing details are not available. Contact vendor for product pricing, to determine if WorkflowMax is worth it for your business.
Is WorkflowMax customer service good?
WorkflowMax customer service receives mixed reviews. While some users praise the support team's responsiveness, others report difficulties, particularly with the document management system and bug fixes after the BlueRock acquisition. Some users experienced a lack of solutions and helpfulness from customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.