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Wintac vs ApprovalMax Comparison

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Overview

Wintac will no longer be maintained after January 2022. The FieldEdge team is here to support your next step: https://fieldedge.com/wintac

Workflow automation solution that helps businesses with multi-step and multi-level approvals for accounts payable and accounts receivable.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

39

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

324

255

64

22

24

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.6

5

4

3

2

1

3

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Great customer service, very professional and helpful representatives who are always willing to help.
The best thing about this software is the usability. Training on the functions is clear and helpful.
It has been a good overall experience, and I have recommended this software to others.

Pros

Not enoughreviews yet

Cons

Awkward and out dated , not intuitive to use. Unable to export history to other applications.
Disappointing , unable to configure to make use of features.
Mobile software is junk, cannot run a business via mobile with wintac. I had the wintac web portal and it was horrible.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features56
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Alerts/Notifications
  • Approval Workflow
  • Automated Scheduling
  • Billing & Invoicing
  • CRM
  • Calendar Sync
  • Chat/Messaging
  • Commenting/Notes
  • Contact Database
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Dispatch Management
  • Electronic Signature
  • Employee Management
  • Equipment Tracking
  • Estimating
  • File Storage
  • Financial Management
  • For CPA Firms
  • For Commercial and/or Industrial Electrical Contractors
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Management
  • Job Scheduling
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Multi-Currency
  • Multi-Location
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Point of Sale (POS)
  • Preventive Maintenance
  • Projections
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Recurring Appointments
  • Recurring/Subscription Billing
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History
  • Technician Management
  • Time & Expense Tracking
  • Time Tracking
  • Vendor Management
  • Warranty Tracking
  • Work Order Creation
  • Work Order Management
  • Total features7
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Alerts/Notifications
  • Approval Workflow
  • Automated Scheduling
  • Billing & Invoicing
  • CRM
  • Calendar Sync
  • Chat/Messaging
  • Commenting/Notes
  • Contact Database
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Dispatch Management
  • Electronic Signature
  • Employee Management
  • Equipment Tracking
  • Estimating
  • File Storage
  • Financial Management
  • For CPA Firms
  • For Commercial and/or Industrial Electrical Contractors
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Management
  • Job Scheduling
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Multi-Currency
  • Multi-Location
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Point of Sale (POS)
  • Preventive Maintenance
  • Projections
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Recurring Appointments
  • Recurring/Subscription Billing
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History
  • Technician Management
  • Time & Expense Tracking
  • Time Tracking
  • Vendor Management
  • Warranty Tracking
  • Work Order Creation
  • Work Order Management

Integrations

  • Total integrations4
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations5
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Wintac vs. ApprovalMax

See how Wintac and ApprovalMax stack up against each other by comparing features, pricing, ratings, integrations, security & more.