WorkflowMax Review

Shlomi Lavi / updated: Jul 22, 2020

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What is WorkflowMax Used For?

WorkflowMax is a web based time and invoice management solution for small and medium businesses. It features such services as invoicing, lead management, job tracking, collaboration, and others. The software was designed and launched by WorkflowMax headquartered in Auckland, New Zealand.

Average Rating -

The rating of WorkflowMax is 4.3 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

Customers of the software mainly come from small and medium businesses. Most commonly, the software has seen deployment in such industries as marketing and advertisement, construction and engineering services, business consultancy, IT and web services, education, and others. Some notable clients of the software include Marico Marine, Conquest Solutions, and 500 Digital Media etc.

Features

The software features lead management for tracking of leads, sales pipeline, and proposals. All the lead activities are presented with visual augmentations such as graphs and tables. Leads can be divided according to lead staff and month. Quote management is offered along with customizable quote templates for specific industries.

WorkflowMax features timesheets to keep track of time consumed on a particular job and by specific teams. It also offers job tracking and job costing services. Other important capabilities include collaboration, document management, custom fields, and customized reporting etc.

Competitors & Alternatives

Popular Alternatives to WorkflowMax: Trello, Basecamp, Hive, Asana, Smartsheet, Airtable, WorkZone Project Management, ClickUp, Pivotal Tracker, Workfront.

WorkflowMax Pricing Information

The cost of license starting from $20 per user/month. The Project Management experts at ITQlick has reviewed WorkflowMax pricing and gave the software a total cost of ownership (TCO) rating of 2 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching WorkflowMax in action

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WorkflowMax Categories

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Specifications

Company:	Xero
Address:	Xero Accounting Software, Wellington, New Zealand
Customers:	Small business
Business Area:	Cross Business Areas
Platforms:	Desktop, Mobile, Cloud
Operating Systems:	Mac OS, Windows, Linux

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WorkflowMax Features