WorkflowMax Review - why 4.3 stars?

Shlomi Lavi / updated: Mar 23, 2022

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What is WorkflowMax?

WorkflowMax is a cloud-based business and project management software solution that helps businesses manage operations and projects. Also, to track and report on their profitability and streamline team collaboration. WorkflowMax has a host of features, and some of them are discussed below:

• Job, Task, & Staff Management: WorkflowMax helps managers and team leads manage costs, profitability, resources, and time and keep track of every moving part of any job or project from one dashboard. Project managers can assign tasks, schedule work, and enjoy streamlined workflow management.
• Reporting: WorkflowMax helps businesses gain insights into performance and make data-driven decisions with invoice reporting, timesheet reporting, and custom reporting features.
• Document Management: WorkflowMax gives its users free document storage of up to 25 GB, which project teams can leverage to store and share documents on the platform or integrate with document management software like Drive and Dropbox.
• Collaboration Manager: With the collaboration tools on WorkflowMax, project managers can share details on jobs and quotes with team members with emails and attachments and keep track of all communication on a particular project.
• Time Tracking: Businesses that use WorkflowMax can leverage the time tracking feature to track all billable hours with multiple time tracking options and keep track of productivity during billable hours with timesheet notes.

WorkflowMax is owned by Xero and was founded in 2007. The company is headquartered in Auckland, New Zealand, and has between 11–50 employees.

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Who is it best for?

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.

Main features and functionalities

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.

What is the actual cost?

WorkflowMax pricing is based on two subscription plans— Standard and Premium.

WorkflowMax Standard pricing starts at $20 per month for 1 user. The pricing rates are cheaper for more users, e.g., Standard costs $45 per month for 3 users. Some features on the Standard plan include Xero integration and custom fields.

WorkflowMax Premium pricing starts at $70 per month for 1 user, and it comes with every feature on the Standard plan plus productivity reporting, client groups, etc. The pricing is also cheaper for more users— $105 per month for 5 users. Add-ons and a free trial offer are also available.

ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for WorkflowMax. You can also find here pricing information from WorkflowMax's website.

Pros

• WorkflowMax is a low-cost software option compared to some of its top alternatives
• The automatic time tracking feature works excellently
• WorkflowMax supports integrations with accounting software

Cons

• The software is not very robust in terms of functionality compared to its alternatives
• WorkflowMax does not support dashboard customization

How it stacks up?

Access a head to head analysis of WorkflowMax vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is WorkflowMax right for you or your business?

WorkflowMax is a cloud-based job and project management software solution that serves managers and teams of all sizes in construction, architecture, IT, business consultancy, etc. Lexhag, Humankind, and dwp Architects are a few notable clients that use WorkflowMax.