WorkflowMax Review - why 4.3 stars?

WorkflowMax Review
ITQlick Score: 90/100
ITQlick Rating: (4.3/5)
Pricing: 2/10 - low cost
Category: Project Management -> WorkflowMax
Ranking:Ranked 32 out of 779 Project Management systems
Company: Xero
Pricing: starts at $20 per user/month
Typical customers: Small businesses and start ups
Platforms: Desktop, Mobile, Cloud
Links: WorkflowMax pricing, WorkflowMax alternatives

Shlomi LaviShlomi Lavi / updated: Mar 23, 2022

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What is WorkflowMax and its features?

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.

What is WorkflowMax rating?

The rating of WorkflowMax is 4.3 stars out of 5 and the total score is 90 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Who uses WorkflowMax?

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.

Is it easy to use?

Yes, WorkflowMax makes it fairly easy to use. This product is user friendly and intuitive.

Is WorkflowMax cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access WorkflowMax on your mobile/smart phone.

Is WorkflowMax the best Project Management system?

WorkflowMax is ranked 32 out of 779 software in their category (Project Management systems).

What are their 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 are WorkflowMax's pros? (3 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

What are WorkflowMax's cons? (2 cons)

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

Who are their main alternatives?

In the job and project management categories, WorkflowMax faces competition from software solutions like monday.com, Asana, Basecamp, and Scoro. WorkflowMax is compared to its top competitors in select categories below:
  • Cloud/On-premise: WorkflowMax is a cloud project management software solution. In comparison, all WorkflowMax top alternatives are fully cloud-based software solutions.
  • Cost: WorkflowMax pricing starts at $20 per month for 1 user. Paid add-ons are available, and the software also has a free trial option. In comparison, Asana pricing starts at $10.99 per user per month, Scoro pricing starts at $26 per month (minimum of 5 users), monday.com pricing starts at $8 per seat per month (minimum of 3 seats), while Basecamp pricing is fixed at $99 per month. They all have free plans except Scoro.
  • Customers/Industries: WorkflowMax is used by project managers, business owners, and team leads in industries like creative agencies, engineering, architecture, business consultancy, etc. In comparison, Scoro serves clients in government and nonprofits, monday.com serves teams in HR, Basecamp is also used by freelancers, and Asana serves marketing teams.
  • Functionality: WorkflowMax has the typical features common to project management software like collaboration tools, document management, and workflow management. Compared to its top alternatives, WorkflowMax does not have the Gantt Charts feature like Scoro, Asana, and monday.com, and in-app chat features like Basecamp.
  • Popularity: WorkflowMax was founded in 2007 and have over 100,000 users globally. In comparison, monday.com serves 127,000 users globally, Asana is used by over 100,000 companies, and Scoro is used in over 60 countries.
  • Scalability: The WorkflowMax platform is highly scalable, supporting teams sized from 1 to 100+ users. In comparison, WorkflowMax and its top alternatives are scalable for teams and operations of all sizes.
  • Support: To get support, users of WorkflowMax go through the following channels: email, phone, an FAQ section, and a knowledge base. Compared to its top alternatives, WorkflowMax does not offer the live chat channel available on Asana, while Basecamp does not offer a phone support channel.

What is the cost of WorkflowMax?

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.

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2 out of 10 (10 is most expensive). You can fine here the REAL total cost breakdown for WorkflowMax. You can also find here pricing information from WorkflowMax's website.

What should you ask Xero during a demo session? (65 questions)

Schedule a demo with WorkflowMax and access 65 must ask questions for the vendor while watching WorkflowMax in action.

Where WorkflowMax is used?

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.

List of categories

Construction
Construction Apps
Electrician Apps
Web Based Construction
File Sharing
Time and Attendance
Expense Tracking
Professional Services Automation
Project Budgeting
Project Resource Management
Task Management
Time Tracking

List of features

Document Management
Project Budgeting
Contract Management
Expense Management
Time Tracking

WorkflowMax Vs. Alternatives

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Hive
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12
Review
Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.