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WorkflowMax

Xero owned financial project management software for SMBs

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WorkflowMax Pricing, Features, Reviews and Alternatives

WorkflowMax product overview

Price starts from

15

/user

Per month

What is WorkflowMax?

WorkflowMax, a Xero-owned product, is used by more than 10,000 businesses all over the world, providing a total cloud-based business solution for construction firms, creative agencies, architects, engineers, surveyors, lawyers, IT companies, consultants and anyone else who bills by time.

Key benefits of using WorkflowMax

WorkflowMax is the best-in-class job/workflow management software for your service business, trusted by 10,000+ businesses globally.

1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.

Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.

2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.

3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.

4. Complete transparency & visibility: Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.

5. Powerful Reporting: With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.

6. Xero owned & integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.

6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.

No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.

There's so much more to WorkflowMax - and it’s easy to get started with a free trial.

Start changing the way you do business.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Email/Help Desk
Chat

Training options

Webinars
Documentation
Live Online
Videos

WorkflowMax pricing information

Value for money

4.0

/5

115

Starting from

15

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

WorkflowMax features

Functionality

3.8

/5

115

Total features

84

9 categories

Most valued features by users

Activity Dashboard
Reporting & Statistics
Reporting/Analytics
API
Third Party Integrations
Customizable Reports
Document Management
Workflow Management

Functionality contenders

WorkflowMax users reviews

Overall Rating

4.3

/5

115

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.3/10
Rating distribution

5

4

3

2

1

57

43

10

4

1

Pros
It's a great piece of project management software, easy to use, seamless workflow, very user friendly, great tutorial videos, works well with Xero.

KS

Katrin S.

Aside from it is very easy to use, what I like about this software is the accuracy of its report. The software has excellent functionalities, we like that we can estimate the project cost so easily.

LM

Loreto M.

Easy to use great for tracking time. Really like that the integration with Xero is seamless and makes billing easier to do.

AM

Alison M.

Cons
The internal process & conflicts with permissions was a frustration when implementing this solution.

AR

Anonymous Reviewer

As the director of Threerooms, a graphic design agency in Nottingham, UK - I was watching my company struggle to grow because the admin demands were becoming overwhelming.

AR

Anonymous Reviewer

Editing jobs and tasks is sometimes a bit more difficult than it needs to be.

LM

Lucille M.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

It does what it says on the tin. Work-Flow-MAX

Reviewed 7 years ago

I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order...

Pros

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Cons

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

WorkFlowMax review

Reviewed 3 years ago

Reasonably happy with the experiences

Pros

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Cons

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Workflow max review

Reviewed a month ago

Great, would recommend

Pros

Ease of use day to day, product updates regularly

Cons

The report Centre can be difficult to access as in building reports

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Archaic and limited

Reviewed 2 months ago

As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.

Pros

It was cheap and integrated ok with Xero

Cons

Not very user friendly, not very customizable, customer service was slow,

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

New to WFM

Reviewed 3 months ago

Overall it has been ok but a steep learning curve for us

Pros

Tracking of costs for projects, purchasing and time writing

Cons

Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.

WorkflowMax FAQs and common questions

Q. What type of pricing plans does WorkflowMax offer?

WorkflowMax has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of WorkflowMax?

WorkflowMax has the following typical customers:
Mid Size Business, Small Business


Q. What languages does WorkflowMax support?

WorkflowMax supports the following languages:
English


Q. Does WorkflowMax support mobile devices?

WorkflowMax supports the following devices:
Android, iPad, iPhone


Q. Does WorkflowMax offer an API?

Yes, WorkflowMax has an API available for use.


Q. What other apps does WorkflowMax integrate with?

WorkflowMax integrates with the following applications:
MYOB Business, HubSpot Marketing Hub, Dropbox Business, Spotlight Reporting, Deputy, Exsalerate CRM, Google Drive, Box, Dext Prepare, Freshdesk, Salesforce Sales Cloud, Xero, HubSpot CRM, Zendesk


Q. What level of support does WorkflowMax offer?

WorkflowMax offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Chat

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