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WorkflowMax Logo

Xero owned financial project management software for SMBs

WorkflowMax Reviews - Page 2

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124 reviews

Recommended

TT
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Thomas T.

Construction, 11-50 employees

Used daily for 1-2 years

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Overall rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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WorkflowMax WAS my favourite system to use

Reviewed 4 months ago

When it was active, WorkflowMax was the absolute gold standard for project management software. It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.

Pros

Working in finance, it's best feature was the seamless syncing to Xero. It made processing invoices and purchases a breeze. It's timesheet and job management functionality was, for the most part, also fast and simple to understand, which made implementation to less technically savvy staff much easier than it could've been.

Cons

It could sometimes be a bit convoluted, such as having three separate ways to enter timesheets. It was also not actively updated towards the end of it's life, but this was for obvious reasons.

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

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Our most recommended Workflow management app

Reviewed 9 years ago

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.

Pros

* 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

Cons

* Retentions and variations can be difficult to manage for construction companies * Inventory management is non-existent, which while understandable in a workflow management app does limit use for service-based firms that also provide product * The mobile app could do with further extensions to the range of features available * If you are looking for a fully featured CRM that you need to integrate with a email marketing system (like Mailchimp) you may need to use a standalone app