WorkflowMax Pricing

WorkflowMax

Xero owned financial project management software for SMBs

4.28/5 (102 reviews)

WorkflowMax Pricing

Starting from: $15.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

1 User - US$15/month
5 Users - US$49/month
10 Users - US$99/month (Most popular)
20 Users - US$149/month
Unlimited Users - US$199/month

Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.

Competitors Pricing

Caflou

Starting from: $11.00/month
Pricing model: Free, Subscription
Free Trial: Available (No Credit Card required)

PDXpert PLM

Starting from: $17.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

PolyPM

Pricing model: Subscription
Free Trial: Available (No Credit Card required)

MicroMain CMMS

Starting from: $89.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Pricing Comparison

How does WorkflowMax compare with other Operations Management apps?

Subscription plan?

WorkflowMax



99% of apps offer a
subscription plan

Free trial?

WorkflowMax



80% of apps have a
free trial

Free plan?

WorkflowMax



20% of apps have a
free plan

Pricing Comparison

Operations Management app prices shown are $/month




WorkflowMax Pricing Reviews

Pros
  • Simple to use Simple to set up Integrated with Xero
  • Ability to import from Xero Visually appealing - clean layout
  • Pricing flexibility by client or team member. Good Xero intergration.
  • Great and customizable templates for job quoting, tracking and scheduling of recurring jobs
Cons
  • No planning tools. Like a simple gantt chart to plan out a day or week for team members.
  • I didn't find it to be the best and for the price it has there's other competitors doing a better job.
  • very few features, relatively high cost per user. Its adding on some features that should be in xero by default
  • Not easy to see total time logged for the day Basic (but that's fine as basic is all that's needed when out and about)
85%
recommended this to a friend or a colleague

25 reviewers had the following to say about WorkflowMax's pricing:

David Maher

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

Reviewed 2015-01-23
Review Source: GetApp

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 to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account- 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

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Excellent for Small to Medium business without IT support

Used daily for less than 6 months
Reviewed 2019-04-23
Review Source: GetApp

Excellent if you have small, stable staff numbers and no permanent on top IT support. If you're quite tech savvy, it could probably be achieved a bit cheaper. Both the desktop version and the app are easy to use and laid out for keeping the majority happy. Integrations are a must these days and the accounting data flow is most desirable to small business and their often long-suffering accounts.

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WorkflowMax

Xero owned financial project management software for SMBs

Paul Sammin

Moving from Podio to Workflow max has made project management and job tracking much easier

Used daily for less than 6 months
Reviewed 2017-06-16
Review Source: Software Advice

Easy to use and customize as well as integrating with Xero. The archiving function for projects makes visibility of live projects much easier

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WorkflowMax

Xero owned financial project management software for SMBs

Boris Zakharov-Lunev

Workflowmax is an excellent product with great value

Used daily for 1-2 years
Reviewed 2018-07-05
Review Source: Software Advice

- Great value for money - does 95% of what other more sophisticated systems do at a fraction of the price - Easy set up and implementation - Excellent reporting functionality - Very robust and reliable - Leads and quoting functionality

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WorkflowMax

Xero owned financial project management software for SMBs

Marie Petro

Expensive

Used monthly for less than 6 months
Reviewed 2018-04-10
Review Source: Capterra

Software works well and has been improved over time. I have been able to utilize it with my team to track and budget our jobs.

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WorkflowMax

Xero owned financial project management software for SMBs

Luke Burrell

Bitter Sweet

Reviewed 2015-08-17
Review Source: GetApp

We've been using WFM for as long as I can remember and it's come a long way. It has many small features you would not think of till you need them, its fantastic in that way. But lacks in usability, project time management and planning.Pricing flexibility by client or team member. Good Xero intergration.

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Not suitable for service industry with casual staff

Used other for less than 6 months
Reviewed 2019-04-28
Review Source: Capterra

Ability to import from Xero Visually appealing - clean layout

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WorkflowMax

Xero owned financial project management software for SMBs

Nathan Coper

Pretty good overall, but just didn't work for my business

Used daily for 2+ years
Reviewed 2017-06-07
Review Source: Capterra

I liked the overall workflow of the software, including the quoting/pricing modules. They were pretty flawless and helped me make sense of a pricing system on the fly. Also, there is the intergration with Xero, which is the platform I use for accounting.

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WorkflowMax

Xero owned financial project management software for SMBs

Leaine Jones

Timesavings for billing and quoting

Reviewed 2014-07-22
Review Source: GetApp

At Jones Business Solutions we used WFM to move off MYOB Time Billing - conservative estimate that saved around 10-12 hours each month with invoicing. Even better now to have the Tax Practice - previously used an excel template for financials - the combination with WFM, Xero and Spotlight Workpapers is sensational for a small Tax Agency like us. WFM Support is prompt and helpful and we love WFM so much we now regularly implement and support other businesses wanting to get the max out of job costing and reporting. Have tested other similar systems and yet to see something that stands out for a comparable price. We have used since 2011; we operate in a virtual office and users are both employees and contractors.Timesavings for billing and quoting Seamless integration with Xero Tax practice version - auto synch with IRD Good functionality with reporting Brilliant for our virtual office

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Great integration, not that great when compared to others

Used daily for 1-2 years
Reviewed 2017-12-14
Review Source: GetApp

In a previous role I help with the app integration, i think the features can be good and when used by an SME in an accounting space it fits really well. It's really good for project budgeting and it gives you insights into your business running.

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WorkflowMax

Xero owned financial project management software for SMBs

Doug Wilmerton

For the money probably the best option out there for production and distribution.

Used daily for less than 6 months
Reviewed 2017-09-05
Review Source: Capterra

Scheduling an organization for manufacturing. The quote process has been made easier and standardized. Ability to keep everything in one location.Easy to navigate, fulfilled all of our needs for the company as far as manufacturing, scheduling, easy to assign two different employees four tasks. Integrates with our current CRM. For the price I believe it's the best quoting software and Manufacturing distribution and organization software out there.

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Our most recommended Workflow management app

Reviewed 2016-05-04
Review Source: GetApp

In our role as cloud app integrators and implementation experts, WorkflowMax is an essential app in Link Solutions' toolkit. We recommend it over and above any other workflow management app, and use it daily within our own business. The depth of features is significant and can be easily adapted to suit most business processes. The flow from lead management right through delivery and then to invoicing saves countless hours of administration and can deliver significant improvements to service delivery. Being a Xero company, the integration with Xero is understandably robust and extensive, and other useful add-on integrations are available. For example, at Link, we use Zendesk to manage our support tickets, and we're able to track our time in Zendesk and have this flow through to WorkflowMax timesheets with associated notes for reporting and billing. Put simply, we think WorkflowMax is a great system that offers exceptional value for money. * Flexible and extensive feature set that can manage most business processes * General ease of use - while there are some traps for beginners, these are understable given the depth of features available * It's a Xero company, and benefits from the association in terms of a strong integration, customer support standards, and ongoing development * Pricing is excellent and suits a range of businesses from small operators through to large enterprises * Significant job and task templating abilities allow multiple activity streams to be systematised within one application * Powerful reporting engine with the ability to extend with custom reports

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WorkflowMax

Xero owned financial project management software for SMBs

Priscilla Anabelle Sebastian

Great for Project Management

Used other for 6-12 months
Reviewed 2019-02-02
Review Source: GetApp

WorkflowMax is great in managing project workflow from quote to invoice and at the same time tracking time and costs. Also it can be integrated with Xero Accounting.

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Ok for simple businesses

Used daily for 2+ years
Reviewed 2018-12-09
Review Source: Capterra

It has been OK for production, but it came from a very low base. Good entry level product, but unless you're running a very simple process you'll outgrow it in a year or so.Simple to use Simple to set up Integrated with Xero

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WorkflowMax

Xero owned financial project management software for SMBs

Dindo Cerdan

WorkflowMax - a Project Cost Estimator

Used weekly for 6-12 months
Reviewed 2018-06-14
Review Source: Software Advice

A smooth workflow of project using WorkflowMaxI like the most with this product is that it is really helpful when estimating the job cost of our project.

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WorkflowMax

Xero owned financial project management software for SMBs

edward Zebrowski

used this for a very short time, didn't work well

Used other for less than 6 months
Reviewed 2018-03-08
Review Source: Capterra

we tried out this software as a job costing add on to xero. It let us track some job by job items, but ultimately wasn't robust enough

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WorkflowMax

Xero owned financial project management software for SMBs

Glennis Stuckey

WorkflowMax is essential software for any business needing to manage time and costs

Reviewed 2015-06-11
Review Source: Capterra

WorkflowMax is extremely affordable software and has very high-end reporting compared to similar priced products, while it can still be very easy to use for the basic user. It is cloud based, secure, you can easily view your work in progress and it works seamlessly with Xero. Use it for your leads, internal projects, client work (one off and repeat), invoicing, quoting and time sheets. WorkflowMax integrates nicely with payroll software too. If you are paying $150 a user for other software, you really do need to check it out. Being owned by Xero, there is also a lot of development being done to make the product even better. There will soon be an app available - in the meantime it has a mobile site which is fine for time and costs. WorkflowMax suits pretty much any business needing to manage chargeable and non-chargeable time and disbursements or materials. There are some excellent advanced features such as emailing your job with files etc, and custom reporting which you can do yourself - no need to pay WorkflowMax to create reports for you. It is currency agnostic so can be used in any country.

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Integrates perfectly with Xero but oh so Expensive

Used daily for 6-12 months
Reviewed 2018-02-28
Review Source: Capterra

Since Xero bought them out they have had a great product that integrates seamlessly with Xero. Reall does do just about everything for your project management and Customer Relationship management.

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WorkflowMax

Xero owned financial project management software for SMBs

Loreto Maristela

Excellent Software!

Used daily for less than 6 months
Reviewed 2018-07-11
Review Source: Software Advice

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.

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WorkflowMax

Xero owned financial project management software for SMBs

Heidi Seal

Easy for when you're on the go

Reviewed 2016-04-06
Review Source: GetApp

This is a good app I find particularly useful for easily adding time and cost while I am out and about away from the office. Makes my life that little bit easier which I appreciateEasy to add time and see client details Easy to click through contacts to dial on phone Easy sign in with pin code

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WorkflowMax

Xero owned financial project management software for SMBs

Matthew Chapman Gair

Implementation for a planning consultancy.

Used weekly for 6-12 months
Reviewed 2018-01-19
Review Source: GetApp

The time sheet app that links to mobile is very easy to use and consultants have no excuses for not recording time on projects. This can be done whilst on the go without costing the business time with unwanted admin.

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WorkflowMax

Xero owned financial project management software for SMBs

Lisa East

Great tool for creative agencies

Reviewed 2015-06-29
Review Source: Capterra

An easy to use, cost effective tool that you can access from anywhere with an internet connection. Great for tracking time, overseeing time billed by employees, setting up processes/milestones and quoting. Integration with Xero is seamless, making billing really quick and easy to do.

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WorkflowMax

Xero owned financial project management software for SMBs

Anonymous

Useful for project costing for an SME

Used daily for 1-2 years
Reviewed 2019-01-07
Review Source: Capterra

Using an app to enter hours saves us time - we are a small company so a large ERP system isn't appropriate. Workflow Max isn't perfect, but it does what we need - let's us do project costing relatively easily while integrating with the accounts system we use. There are lots of 'help' videos easily found to show you how to do things.The phone app makes it easy to enter time, wherever you are, and the admins can see easily who has completed and submitted time and who hasn't.

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WorkflowMax

Xero owned financial project management software for SMBs

Carl Ferner

Very cost effective job management product

Reviewed 2016-05-05
Review Source: Capterra

We have implemented and support WorkflowMax for multiple clients across different industries both large and small. It is an extremely cost effective product for all of the features you get to manage jobs and have all staff entering time sheets and disbursements. We routinely set up custom templates for quotes, invoices etc for clients bringing on their own branding which works really well and is simple to use. The reporting is great with the ability to customise your own and add extra fields throughout the system, the reporting is however limited when compared to more advanced systems such as SQL based systems as WFM does not allow you to set up your own data containers or queries to get all of the information you sometimes need on a single report. All in all an extremely good, cost effective solution that integrates well with Xero and all of our clients are always happy with the solution.

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WorkflowMax

Xero owned financial project management software for SMBs

Jennifer Andres

Great templates for job quoting and scheduling recurring jobs

Reviewed 2016-03-26
Review Source: GetApp

We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run. Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

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WorkflowMax

Xero owned financial project management software for SMBs