softwareWorkflowMax
16 Reviews
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
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
Disclaimer: The pricing is subject to change.
WorkflowMax Integrations
Users can integrate WorkflowMax with Xero and Zendesk. The software also integrates with:
- Box
- PlanRight
- HubSpot
- SmartPayroll
- Google Drive
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
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.
Relevant Articles
Top Recommendation Software
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
View Price
What's Included
Quoting
Mobile application
Client manager
Custom fields
Time sheets
Purchase orders
Invoicing
Job costing
Premium
View Price
What's Included
Productivity reporting
Client groups
Recurring invoices
Xero invoice import
WorkflowMax Reviews
Overall Rating
4.5
16 Reviews
Rating Distribution
5
(10)
4
(4)
3
(2)
2
(0)
1
(0)
Share your experience
Overall Rating
4.5
16 Reviews
Rating Distribution
5
10
4
4
3
2
2
0
1
0
Share your experience
Frequently Asked Questions
Not sure if WorkflowMax is the right fit?
We'll help you shortlist the best tools that fit your budget and business needs. Just fill in the form & we'll get back to you.
