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WorkflowMax Software

WorkflowMax

Last Updated Oct 29, 2024

Overview

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.

Overall Rating

Based on 16 users reviews

4.5

Rating Distribution

Positive

88%

Neutral

13%

Negative

0%

Starting Price
$20

/month

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.

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 user reviews

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.
The WorkflowMax software only supports one language: English.
The WorkflowMax API documentation is presently accessible on the WorkflowMax developer site. It is built on RESTful principles.
The WorkflowMax software supports iOS, Android, Windows, and Blackberry mobile phones.

WorkflowMax provides several support options: email, a help desk, chat, FAQs, a forum, and a knowledge base.

The following third-party applications integrate with WorkflowMax: Google Drive, Zendesk, HubSpot, Xero, Box, PlanRight, and SmartPayroll.

Typical users of WorkflowMax include the following niches: consultancy, architecture, engineering, building and construction, information technology, and creative agencies.