Managing projects can be challenging, especially regarding client management, quoting, and time allocation optimization. WorkflowMax simplifies project management. It offers seamless collaboration, real-time insights, and exceptional support to help you achieve better client profitability and maintain healthy cash flow. Explore WorkflowMax for efficient project management.

WorkflowMax Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is WorkflowMax?

Overview

WorkflowMax is a cloud-based project management software for various industries and users. It offers tools that help businesses manage workflows, track time, generate invoices, and more. The software simplifies task tracking, streamlines invoicing, enhances lead management and provides real-time visibility into project profitability.

What Is WorkflowMax Best For?

WorkflowMax software is best known for its ease-of-use intuitive interface. It makes it easy for users to streamline estimating, track time, generate invoices, and more. Furthermore, the software is also popular for its exceptional customer support services. The platform provides timely, helpful support to its users.

WorkflowMax Pricing

The vendor offers the following flexible pricing plans:

  • Standard – $20/user/month
  • Premium – $70/user/month
The software does not have any additional setup fees or contracts. Get a custom WorkflowMax pricing quote according to the needs and size of your company.

Disclaimer: The pricing is subject to change.

WorkflowMax Integrations

Users can integrate WorkflowMax with Xero and Zendesk. The software also integrates with:

How Does WorkflowMax Work?

Here's how you can navigate the dashboard and make use of the software's features: 

  • Log in to WorkflowMax to access your dashboard
  • Use the ‘Clients’ tab to add and manage client information
  • Create and track projects under the ‘Jobs’ tab 
  • Record time worked on tasks using the ‘Time’ tab 
  • Organize tasks with the ‘To-Do' feature, assign them to team members, and set due dates
  • Generate invoices for completed work through the ‘Invoices’ section
  • Access detailed reports on project progress and financials to gain real-time insights
  • Communicate with team members through the built-in messaging system
  • Share files and project updates for seamless collaboration
Learn more about the software by scheduling a free WorkflowMax demo.

Who Is WorkflowMax For?

WorkflowMax benefits companies of all sizes, that want to streamline staff allocation, time tracking, and project management. It benefits the following industries:

  • Creative
  • Information technology
  • Building and construction
  • Engineering
  • Architecture
  • Consultancy

Is WorkflowMax Right For You?

Are you looking for a comprehensive, cloud-based project management solution that offers end-to-end functionality? WorkflowMax might be the tool you need. It’s designed to serve various industries and users, offering tools that help businesses manage their workflows, track time, generate invoices, and more.

The software has been recognized with awards and is trusted by popular clients such as BKA. WorkflowMax uses the same login system as Xero, with the requirements and usage of multi-factor authentication (MFA) to ensure client security.

Still not satisfied with this Workflow Max review? Contact our customer support team at (661) 384-7070, and they will clear up all your doubts about the software to help you make an informed decision.

WorkflowMax Features

The software lets you manage all jobs, tasks, and people from one place. It helps you to never miss a deadline again. WorkflowMax provides a centralized platform for tracking progress, assigning tasks, and ensuring everything runs smoothly.  Additionally, using this feature, you can easily monitor the status of all your projects in real time and make necessary adjustments to keep everything on track.

Using this functionality, you can track and report every minute with over eight different ways to enter time. It is particularly useful for businesses that bill by the hour, ensuring accurate and efficient time tracking.  Furthermore, the platform lets you capture every minute spent on a task, ensuring no billable time slips through the cracks.

WorkflowMax allows you to track your leads, proposals, and sales projections simultaneously. It provides a clear overview of your sales pipeline, helping you to manage your leads more effectively. With this feature, you can easily track the status of each lead, follow up on proposals, and accurately forecast sales. It also allows you to prioritize leads based on their potential value to your business. 

This functionality lets you see your profitability in seconds and ensure you’re charging enough. It provides valuable insights into your jobs' financial performance, helping you make more informed pricing decisions. WorkflowMax also allows you to track costs at a granular level to see exactly where your money is going. 

You can send professionally branded, highly customized quotes in minutes using this feature. It saves you time and helps to create a positive impression with your clients. The software enables you to quickly generate accurate quotes and send them directly to your clients from within the software. It also allows for customization of quotes to match your brand’s look and feel. 

Pros and Cons of WorkflowMax

Pros

  • Streamlines project management tasks
  • User-friendly interface for easy adoption
  • Comprehensive time-tracking capabilities
  • Effective lead and client management
  • Real-time project progress visibility helps gain insights

Cons

  • Initial set-up complexity
  • Limited customization options for advanced users
  • Some users may find the interface cluttered, according to some WorkflowMax reviews

WorkflowMax Pricing

Standard

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What's Included

  • Quoting

  • Mobile application

  • Client manager

  • Custom fields

  • Time sheets

  • Purchase orders

  • Invoicing

  • Job costing

Premium

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What's Included

  • Productivity reporting

  • Client groups

  • Recurring invoices

  • Xero invoice import

WorkflowMax Reviews

Overall Rating

4.5

16 Reviews

Rating Distribution

5

star

10

4

star

4

3

star

2

2

star

0

1

star

0

Aug 01, 2023

Essential addition to Xero for ease of tracking, managing, and reporting.

Kayley

Accounting

Ease of use

10

Value for money

10

Customer Support

8

Functionality

10

Pros

This tool has become an indispensable part of my daily workflow, significantly enhancing my efficiency. Its time tracking and reporting features are particularly valuable, ensuring we consistently provide reliable service to our clients.

Cons

There have been a few instances of system crashes, but I appreciate the prompt updates and fixes provided by the support team within an hour.

Jun 01, 2022

Ideal for organizations looking for largescale project and financial management.

Eabyn

Design

Ease of use

9

Value for money

9

Customer Support

10

Functionality

8

Pros

This platform seamlessly integrates detailed project management workflows with financial record management and clientfacing invoicing, offering a comprehensive solution for our organizations needs.

Cons

Expanding the list of integrated apps would further enhance the platforms functionality.

Apr 01, 2022

Workflow max review

Anonymous

N/A

Ease of use

8

Value for money

9

Customer Support

10

Functionality

9

Pros

Daytoday use of WorkflowMax is straightforward and made even better by regular product updates.

Cons

Accessing the Report Center and building reports can be challenging.

Mar 01, 2022

10year seasoned user.

Nick

Design

Ease of use

6

Value for money

6

Customer Support

8

Functionality

8

Pros

WorkflowMax offers a plethora of features essential for efficient workflow management.

Cons

The interface feels clunky and outdated, lacking the modern user experience expected today. It hasnt seen significant improvements in over a decade.

Mar 01, 2022

Archaic and limited

Yara

Architecture and Planning

Ease of use

7

Value for money

6

Customer Support

8

Functionality

8

Pros

WorkflowMax is costeffective and integrates reasonably well with Xero.

Cons

The programs userfriendliness leaves much to be desired, customization options are limited, and customer service response times are slow.

Mar 01, 2022

New to WFM

Jon

Construction

Ease of use

8

Value for money

8

Customer Support

7

Functionality

7

Pros

WorkflowMax helps us track project costs, purchases, and time allocation, providing valuable insights for managing our projects.

Cons

Navigating the platform requires numerous clicks, and some terminology can be confusing for new users, although training can help.

Aug 01, 2021

Efficient Invoicing Solution

Anonymous

N/A

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

Pros

WorkflowMax simplifies the process of raising invoices and managing project costs, making it an efficient tool for daily use.

Cons

Navigating the internal processes and dealing with permission conflicts during implementation can be frustrating.

Apr 01, 2021

Easy to use. Lots of flexibility

Adrian

Accounting

Ease of use

7

Value for money

8

Customer Support

9

Functionality

8

Pros

WorkflowMaxs cloudbased nature and lack of required updates make it userfriendly. It also offers great technical support.

Cons

Improved integration with Xero and other document management systems could enhance its functionality further.

Feb 01, 2021

WorkflowMax

Ryan

Warehousing

Ease of use

9

Value for money

8

Customer Support

7

Functionality

8

Pros

WorkflowMax has been a reliable tool, and the mobile upgrades have improved our visibility when working remotely.

Cons

The software could benefit from a more userfriendly landing page or dashboard, especially for managers tracking job statuses.

Nov 01, 2020

WorkflowMax is the best at tracking time and project costs

Karen May

Accounting

Ease of use

8

Value for money

9

Customer Support

10

Functionality

9

Pros

WorkflowMax is an excellent tool for tracking time and project costs. Its seamless integration with Xero and realtime progress tracking are highly beneficial.

Cons

Customizable reports are somewhat limited, and multiline quotes itemization could be improved.

Frequently Asked Questions

The WorkflowMax software offers two types of pricing options: standard and premium. To learn more about WorkflowMax pricing plans, click on the ‘Get Pricing’ button above.

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