As the name suggests, WorkflowMax is a cloud-based workflow management solution for small-medium businesses. In addition to project management, it also supports quote management, time tracking and costing. Here’s our WorkflowMax review to help you decide if it is the right project management software for your business.
WorkflowMax review, Pricing, Features, Pros & Cons, Advantages & Disadvantages
Here’s our WorkflowMax review, its pricing, features, pros and cons
WorkflowMax is an online workflow and job management software meant for small and medium businesses. Acquired by Xero, it also supports quote generation, timesheets and other features required to manage your projects better.
When it comes to project management, WorkflowMax has all the features required to help from project planning to execution, including the ability to integrate with popular business apps such as Google Drive, Dropbox, and Slack.
It also offers an intuitive timesheet that allows employees to work with their own online timesheets. In fact, it also integrates with several payroll sytems.
It also provides a costing tool that shows all project expenses & invoices on a single page.
WorkflowMax also has an employee scheduling tool that allows managers to add tasks to their projects, assign them to employees and monitor their progress.
It also provides a sales dashboard that basically groups leads into hot, warm, cold or closed so your sales people can manage their sales pipeline effectively.
Since it was acquired by Xero, it has deep integration with all their small business tools such as account, payroll, invoices, etc.
Benefits of WorkflowMax
- All-in-one platform to run your business successfully
- Real-time data gives immediate updates and insights to everyone
- Strong integration with Xero’s line of products
- Easy quote management due to in-built templates
- Flexible time tracking due to automation tools
- Supports multiple invoicing and payment methods
- Easily assign tasks, track progress and receive updates in case of delays
- Robust insights and reporting
- Lead Management
- Quote Management
- Invoice Management
- Time tracking
- Expense reporting
- Project management
- Task management
- Document management
- Deep Integration with Xero products
- Integration with 25+ third-party tools
- Custom reporting
- 24×7 email support
- Staff scheduling
- Job Costing
- Job Tracking
- Purchase Orders
- Collaboration Manager
- Plenty of Add Ons
WorkflowMax offers a free 14 day trial and simple plans that are based on number of users. All plans have access to enterprise grade features, with no setup fees or upfront costs.
- 1 user – $15/month
- 2-5 users – $49/month
- 6-10 users – $110/month
- 11-20 users – $170/month
- 21-50 users – $250/month
- 50+ users – Custom pricing
All plans include the following features:
- Client Manager
- Custom Fields
- Time Sheets
- Purchase Orders
- Job Management
- Job Costing
- Xero Integration
- Document Management
It also offers a couple of optional upgrades:
- Lead Manager (CRM) module – $15/month
- WorkflowMax premium – $50/month
WorkflowMax Pros and Cons
- Plenty of features
- Easy to use
- Accurate reports
- Great value for money
- Nothing big enough to be mentioned here
WorkflowMax is a robust project management software that is easy to use and provides tons of additional features such as quote management, lead management and invoicing that allow you to run your business without any additional software. With more than 10,000 customers all over the world, it’s a feature-rich PM tool for small-medium businesses that is definitely worth trying.