softwareWorkflowMax Reviews
16 Reviews
Overall Rating
4.5
16 Reviews
Rating Distribution
5
(10)
4
(4)
3
(2)
2
(0)
1
(0)
Satisfaction Score
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Overall Rating
4.5
16 Reviews
Rating Distribution
5
(10)
4
(4)
3
(2)
2
(0)
1
(0)
Satisfaction Score
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Filters
Industry
Provider Size
Time Used
Essential addition to Xero for ease of tracking, managing, and reporting.
Essential addition to Xero for ease of tracking, managing, and reporting.
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Kayley
Accounting, 11-50 employees
Aug 01, 2023
Ideal for organizations looking for largescale project and financial management.
Ideal for organizations looking for largescale project and financial management.
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.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Eabyn
Design, 1-10 employees
Jun 01, 2022
Workflow max review
Workflow max review
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.
Ease of use
8
Value for money
9
Customer Support
10
Functionality
9
Anonymous
N/A, 1-10 employees
Apr 01, 2022
10year seasoned user.
10year seasoned user.
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The interface feels clunky and outdated, lacking the modern user experience expected today.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.
Ease of use
6
Value for money
6
Customer Support
8
Functionality
8
Nick
Design, 1-10 employees
Mar 01, 2022
Archaic and limited
Archaic and limited
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.
Ease of use
7
Value for money
6
Customer Support
8
Functionality
8
Yara
Architecture and Planning, 1-10 employees
Mar 01, 2022
New to WFM
New to WFM
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.
Ease of use
8
Value for money
8
Customer Support
7
Functionality
7
Jon
Construction, 11-50 employees
Mar 01, 2022
Efficient Invoicing Solution
Efficient Invoicing Solution
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.
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Anonymous
N/A, 11-50 employees
Aug 01, 2021
Easy to use. Lots of flexibility
Easy to use. Lots of flexibility
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.
Ease of use
7
Value for money
8
Customer Support
9
Functionality
8
Adrian
Accounting, 11-50 employees
Apr 01, 2021
WorkflowMax
WorkflowMax
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.
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8
Ryan
Warehousing, 11-50 employees
Feb 01, 2021
WorkflowMax is the best at tracking time and project costs
WorkflowMax is the best at tracking time and project costs
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.
Ease of use
8
Value for money
9
Customer Support
10
Functionality
9
Karen May
Accounting, 1-10 employees
Nov 01, 2020
Great for project management
Great for project management
Pros
WorkflowMax is a great tool for project management and timesheet tracking, offering ease of use and integration with other organizational tools.
Cons
The softwares reporting capabilities are not used by the reviewer, but it effectively tracks project progress and budget.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Suhas
Computer and Network Security, 101-500 employees
Oct 01, 2020
Proven Performer
Proven Performer
Pros
WorkflowMax excels in tracking project costs and progress, offering a straightforward solution for managing tasks and budgets.
Cons
The need for extensive manual data entry when creating quotes and jobs can be timeconsuming.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Keith
Machinery, 1-10 employees
Jul 01, 2020
Workflow max
Workflow max
Pros
WorkflowMax has been a valuable tool for small businesses, offering ease of use and costeffective project management features.
Cons
While the reviewer doesnt have any complaints, the platform could improve its reporting capabilities.
Ease of use
9
Value for money
10
Customer Support
8
Functionality
9
Justin
Construction, 11-50 employees
Jun 01, 2020
Now Xero Practice Manager the de facto project management software for your Xero client
Now Xero Practice Manager the de facto project management software for your Xero client
Pros
WorkflowMax, now Xero Practice Manager, offers a comprehensive suite of project management functionalities tailored for Xero clients, simplifying job assignment, hour budgeting, and more.
Cons
The interface can feel crowded, requiring time to master. Additionally, managing individual returns within the company account can be confusing.
Ease of use
8
Value for money
10
Customer Support
9
Functionality
9
Kenneth Jhim
Accounting, 11-50 employees
May 01, 2020
Basic but Good for an SME
Basic but Good for an SME
Pros
WorkflowMaxs simplicity makes it suitable for small businesses, with features for task tracking and time logging.
Cons
The lack of advanced data visualization in reporting may not meet the needs of all companies.
Ease of use
8
Value for money
8
Customer Support
9
Functionality
9
Joseph
Marketing and Advertising, 11-50 employees
Oct 01, 2019
WorkFlowMax review
WorkFlowMax review
Pros
WorkflowMax efficiently calculates and manages task time, automating the process and reducing manual effort.
Cons
Longterm planning beyond a month can be challenging if jobs are linked to approved projects only.
Ease of use
8
Value for money
8
Customer Support
9
Functionality
7
Uwais
Accounting, 11-50 employees
Jul 01, 2019
Filters
Essential addition to Xero for ease of tracking, managing, and reporting.
Essential addition to Xero for ease of tracking, managing, and reporting.
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Kayley
Accounting, 11-50 employees
Aug 01, 2023
Ideal for organizations looking for largescale project and financial management.
Ideal for organizations looking for largescale project and financial management.
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.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Eabyn
Design, 1-10 employees
Jun 01, 2022
Workflow max review
Workflow max review
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.
Ease of use
8
Value for money
9
Customer Support
10
Functionality
9
Anonymous
N/A, 1-10 employees
Apr 01, 2022
10year seasoned user.
10year seasoned user.
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.
Ease of use
6
Value for money
6
Customer Support
8
Functionality
8
Nick
Design, 1-10 employees
Mar 01, 2022
Archaic and limited
Archaic and limited
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.
Ease of use
7
Value for money
6
Customer Support
8
Functionality
8
Yara
Architecture and Planning, 1-10 employees
Mar 01, 2022
New to WFM
New to WFM
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.
Ease of use
8
Value for money
8
Customer Support
7
Functionality
7
Jon
Construction, 11-50 employees
Mar 01, 2022
Efficient Invoicing Solution
Efficient Invoicing Solution
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.
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Anonymous
N/A, 11-50 employees
Aug 01, 2021
Easy to use. Lots of flexibility
Easy to use. Lots of flexibility
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.
Ease of use
7
Value for money
8
Customer Support
9
Functionality
8
Adrian
Accounting, 11-50 employees
Apr 01, 2021
WorkflowMax
WorkflowMax
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.
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8
Ryan
Warehousing, 11-50 employees
Feb 01, 2021
WorkflowMax is the best at tracking time and project costs
WorkflowMax is the best at tracking time and project costs
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.
Ease of use
8
Value for money
9
Customer Support
10
Functionality
9
Karen May
Accounting, 1-10 employees
Nov 01, 2020
Great for project management
Great for project management
Pros
WorkflowMax is a great tool for project management and timesheet tracking, offering ease of use and integration with other organizational tools.
Cons
The softwares reporting capabilities are not used by the reviewer, but it effectively tracks project progress and budget.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Suhas
Computer and Network Security, 101-500 employees
Oct 01, 2020
Proven Performer
Proven Performer
Pros
WorkflowMax excels in tracking project costs and progress, offering a straightforward solution for managing tasks and budgets.
Cons
The need for extensive manual data entry when creating quotes and jobs can be timeconsuming.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Keith
Machinery, 1-10 employees
Jul 01, 2020
Workflow max
Workflow max
Pros
WorkflowMax has been a valuable tool for small businesses, offering ease of use and costeffective project management features.
Cons
While the reviewer doesnt have any complaints, the platform could improve its reporting capabilities.
Ease of use
9
Value for money
10
Customer Support
8
Functionality
9
Justin
Construction, 11-50 employees
Jun 01, 2020
Now Xero Practice Manager the de facto project management software for your Xero client
Now Xero Practice Manager the de facto project management software for your Xero client
Pros
WorkflowMax, now Xero Practice Manager, offers a comprehensive suite of project management functionalities tailored for Xero clients, simplifying job assignment, hour budgeting, and more.
Cons
The interface can feel crowded, requiring time to master. Additionally, managing individual returns within the company account can be confusing.
Ease of use
8
Value for money
10
Customer Support
9
Functionality
9
Kenneth Jhim
Accounting, 11-50 employees
May 01, 2020
Basic but Good for an SME
Basic but Good for an SME
Pros
WorkflowMaxs simplicity makes it suitable for small businesses, with features for task tracking and time logging.
Cons
The lack of advanced data visualization in reporting may not meet the needs of all companies.
Ease of use
8
Value for money
8
Customer Support
9
Functionality
9
Joseph
Marketing and Advertising, 11-50 employees
Oct 01, 2019
WorkFlowMax review
WorkFlowMax review
Pros
WorkflowMax efficiently calculates and manages task time, automating the process and reducing manual effort.
Cons
Longterm planning beyond a month can be challenging if jobs are linked to approved projects only.
Ease of use
8
Value for money
8
Customer Support
9
Functionality
7
Uwais
Accounting, 11-50 employees
Jul 01, 2019