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WorkflowMax

4.3
(120)

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Xero owned financial project management software for SMBs

(94)

WorkflowMax Pricing, Features, Reviews and Alternatives

WorkflowMax FAQs

Q. What type of pricing plans does WorkflowMax offer?

WorkflowMax has the following pricing plans:
Starting from: $10.50/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


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 Suite


Q. What level of support does WorkflowMax offer?

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

WorkflowMax product overview

Price starts from

10.50

Per month

Flat Rate

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

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WorkflowMax pricing information

Value for money

4.1

/5

120

Starting from

10.50

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

WorkflowMax features

Functionality

3.8

/5

120

Total features

84

10 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
Reporting & Statistics
API
Reporting/Analytics
Data Import/Export
Customizable Reports
Real Time Data

Functionality contenders

WorkflowMax users reviews

Overall Rating

4.3

/5

120

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.38/10
Rating distribution

5

4

3

2

1

59

45

11

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.
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.
Easy to use great for tracking time. Really like that the integration with Xero is seamless and makes billing easier to do.
Cons
The internal process & conflicts with permissions was a frustration when implementing this solution.
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.
Editing jobs and tasks is sometimes a bit more difficult than it needs to be.

Overall rating contenders

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