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WorkflowMax REVIEW

Project Management Software

No user reviews
USER SATISFACTION 94%
OUR SCORE 7.3

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

Position of WorkflowMax in our main categories:

50

WorkflowMax is one of the top 50 Project Management Software products

50

WorkflowMax is one of the 50
Project Management Software products


WorkflowMax is also listed in the following subcategories:

Category:Position:Category:Position:
Project Collaboration Software#67 Task Management Software#83
Time Tracking Software#70
Category:Position:
Project Collaboration Software#67
Task Management Software#83
Time Tracking Software#70

It is essential to note that virtually no app in the Project Collaboration Software category is going to be an ideal solution able to fulfill all the needs of all business types, sizes and industries. It may be a good idea to read a few WorkflowMax reviews first as certain services may excel only in a very narrow set of applications or be created with a really specific industry in mind. Others might function with a goal of being easy and intuitive and therefore lack complicated functions welcomed by more experienced users. You can also come across solutions that support a large group of customers and offer a complex feature toolbox, however that usually comes at a more significant cost of such a service. Ensure you're aware of your requirements so that you buy a software that provides exactly the features you search for.

How Much Does WorkflowMax Cost?

WorkflowMax Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

45

NEGATIVE SOCIAL MENTIONS

3

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

What are WorkflowMax pricing details?

WorkflowMax Pricing Plans:

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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