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WorkflowMax Review

WorkflowMax
Our score: 7.3 User satisfaction: N/A

What is WorkflowMax?

WorkflowMax is a project management software built to take care of all your business management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management in between. Acquired by Xero, WorkflowMax flaunts a seamless integration with Xero’s business software and systems, such as Xero Accounting software.

WorkflowMax is a great set of project management tools that works well with companies from across industries. WorkflowMax is the business management software of choice of more than 5,000 businesses and service providers.

Overview of WorkflowMax Benefits

Read on to learn about the numerous WorkflowMax benefits:

There is no denying how WorkflowMax can benefit any business organization, with its extensive list of functional applications and features designed to maximize the potential of any enterprise. But here are some of the noted and immediately noticeable advantages that come with implementing WorkflowMax.

  • It has every business tools all built in into one solid, compact package. This means you do not need to launch applications from multiple systems, ensuring that you work faster, effectively, and efficiently.
  • As a SaaS product, you can acces WorkflowMax and all the data stored within easily anytime and from anywhere.
  • Real time data means you have utmost transparency and visibility.
  • Powerful, fast, and accurate reporting means you can instantly gather reliable data, analyze them, and make intelligent plans of action.
  • It is Xero owned, which means it works well with Xero’s long line of accounting and business software and applications.

Overview of WorkflowMax Features

  • Lead Manager (CRM)
  • Quoting/Estimating
  • Client Management
  • Job Tracking
  • Project Management
  • Job Costing
  • Time tracking
  • Document Management
  • Integration with Xero Accounting Software
  • Powerful Custom Reporting
  • Integration with over 25 other products
  • Integrations – Xero, Zendesk, Freshdesk, Box, Dropbox, etc.
  • 24/7 email support available
  • Free online webinars & video tutorials
  • Staff Scheduling

WorkflowMax Position In Our Categories

Keeping in mind companies have distinctive business-related wants, it is rational they abstain from subscribing to an all-encompassing, ”best” system. Still, it would be difficult to try to chance on such an app even among recognizable software solutions. The correct step to do would be to list the varied critical factors that need scrutiny such as crucial features, budget, technical skill competence of staff members, company size, etc. Next, you must follow through your product research fully. Go over these WorkflowMax evaluations and look into the other applications in your shortlist more closely. Such well-rounded product research guarantees you take out unfit software products and choose the one which meets all the tools your company requires.

Position of WorkflowMax in our main categories:

TOP 500

WorkflowMax is one of the top 500 Project Management Software products

WorkflowMax is also listed in the following subcategories:

Every enterprise is different, and can need a special Project Management Software solution that will be designed for their company size, type of clients and staff and even particular niche they support. It's not wise to count on getting a perfect software that is going to be suitable for each company no matter what their history is. It may be a good idea to read a few WorkflowMax Project Management Software reviews first and even then you should keep in mind what the solution is supposed to do for your company and your employees. Do you require an easy and straightforward solution with only elementary features? Will you really make use of the advanced functionalities required by pros and big enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to find a solid service that will fit your budget.

How Much Does WorkflowMax Cost?

WorkflowMax Pricing Plans:

Free Trial

1 user

$15/month

2-5 users

$49/month

6-10 users

$110/month

11-20 users

$170/month

21-50 users

$250/month

50+ users

Custom pricing

WorkflowMax offers enterprise-grade solutions at simple-tiered pricing plans. You get all the features in your plan and only pay based on the number of users. A 14-day free trial is available so you can try out its features without any commitments, no setup fees, and no payment information collected. Once the trial is over, you may continue using the service by choosing from the following plans:

  • 1 user – $15/month
  • 2-5 users – $49/month
  • 6-10 users – $110/month
  • 11-20 users – $170/month
  • 21-50 users – $250/month
  • 50+ users – Custom pricing

All these plans include the following features:

  • Client manager
  • Custom fields
  • Document management
  • Invoicing
  • Job Costing
  • Job management
  • Mobile
  • Purchase orders
  • Quoting
  • Reporting
  • Timesheets
  • Xero integration

There are also optional upgrades as what your business needs:

  • Lead Manager (CRM) module – $15/month
  • WorkflowMax premium – $50/month

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and WorkflowMax reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with WorkflowMax. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are WorkflowMax pricing details?

WorkflowMax Pricing Plans:

Free Trial

1 user

$15/month

2-5 users

$49/month

6-10 users

$110/month

11-20 users

$170/month

21-50 users

$250/month

50+ users

Custom pricing

WorkflowMax offers enterprise-grade solutions at simple-tiered pricing plans. You get all the features in your plan and only pay based on the number of users. A 14-day free trial is available so you can try out its features without any commitments, no setup fees, and no payment information collected. Once the trial is over, you may continue using the service by choosing from the following plans:

  • 1 user – $15/month
  • 2-5 users – $49/month
  • 6-10 users – $110/month
  • 11-20 users – $170/month
  • 21-50 users – $250/month
  • 50+ users – Custom pricing

All these plans include the following features:

  • Client manager
  • Custom fields
  • Document management
  • Invoicing
  • Job Costing
  • Job management
  • Mobile
  • Purchase orders
  • Quoting
  • Reporting
  • Timesheets
  • Xero integration

There are also optional upgrades as what your business needs:

  • Lead Manager (CRM) module – $15/month
  • WorkflowMax premium – $50/month

What integrations are available for WorkflowMax?

  • Zendesk
  • Box
  • Moneyworks
  • MYOB
  • WFM Plan
  • Trav
  • Actual
  • Eon
  • Adobe Time Tracking
  • Freshdesk
  • iPayroll
  • Flexitime
  • Ace Pay
  • Dropbox
  • Google Drive
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Reviewed By Louie Andre
Page last modified
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