Page 5 | WorkflowMax Reviews - Pros & Cons, Ratings & more

HubSpot CRM

Microsoft Project

ProjectTeam.com

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

WorkflowMax

Android

Web-based

Windows

iPad

iPhone

Finance Manager

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

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

Owner

Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs.

President

Fantastic product for the price. Used it to meet all requirements of  a quality system.

All the information within an invoice is seamlessly transferred, so we can we see in Xero which jobs they relate to. For me, the best thing about WorkflowMax is the payroll system.

Account Director

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

Web Developer

It's great for timing tasks and has a great customer support as well.

sales

It is very easy to use and gives us very good visibility into the costs of our projects. Back costing is so easy when all products and labour get reconciled against the project.

Technical Support

If you have a small business and you aren't wanting to pay money for a robust set of software than WorkflowMax is a very good option. You can produce invoices in a matter of a couple minutes.

Analista financiero

WorkFlow is a great software, it allows me to save a lot of time and money, when you need to work in a team since this service is available all the time and you can coordinate the work at a distance.

Procurement Engineer

What I like the most with this software is that is has a timer on doing your to-do tasks and very easy to use and easy integration with Xero. Definitely a must software.

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.

Senior Accountant

It helps you manage clients well. If you have an accounting practice, especially in New Zealand, you will realize the benefits that it provides in terms of tax filing for your clients.

We really like workflowmax. We started using it right after it was first released.

Accountant

The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.

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

Director

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.

WorkflowMax Reviews - Page 5

124 reviews

Bank reconciliation software

Worked as expected