17 years helping British businesses
choose better software

What is WorkflowMax?

WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with our all-in-one system. Track leads/quotes/timesheets/job tracking/costing/invoicing/reporting plus Integrates with 30+ other systems. Try it now!

Who Uses WorkflowMax?

WorkflowMax provides a cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

WorkflowMax Software - 1
WorkflowMax Software - 2
WorkflowMax Software - 3
WorkflowMax Software - 4
WorkflowMax Software - 5

Not sure about WorkflowMax? Compare with a popular alternative

WorkflowMax

WorkflowMax

4.3 (124)
US$10.50
month
Free version
Free trial
84
14
4.0 (124)
4.1 (124)
4.0 (124)
VS.
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
£10.00
month
Free version
Free trial
175
144
4.3 (3,036)
4.2 (3,036)
4.0 (3,036)
Green rating bars show the winning product based on the average rating and number of reviews.

Other great alternatives to WorkflowMax

Xero
Top rated features
Accounting
Profit/Loss Statement
Self Service Portal
HubSpot CRM
Top rated features
Contact Database
Contact Management
Lead Management
Harvest
Top rated features
Billing & Invoicing
Online Time Tracking Software
Timesheet Management
Microsoft Project
Top rated features
Project Planning/Scheduling
Reporting/Project Tracking
Task Management
Microsoft Excel
Top rated features
Collaboration Tools
Data Import/Export
Offline Access
ProjectTeam.com
Top rated features
Document Management
Multiple Projects
Project Management
Rapport3
Top rated features
No features have been rated by reviewers for this product.
CloudBlue PSA
Top rated features
Reporting/Project Tracking
Task Management
Ticket Management
Accelo
Top rated features
Multiple Projects
Project Planning/Scheduling
Task Management

Reviews of WorkflowMax

Average score

Overall
4.3
Ease of Use
4.0
Customer Service
4.0
Features
3.8
Value for Money
4.1

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Mitch
Mitch
Owner
Verified LinkedIn User
, 11–50 Employees
Used the Software for: Not provided
Reviewer Source
Source: GetApp

WorkflowMax has changed the way we work

5.0 10 years ago

Comments: I’m a Partner at Greengage - a London based sustainability and environmental consultancy providing advice to a range of different clients on how they can integrate sustainability into their core operations as well as making their developments more environmentally responsible. We used to employ a cumbersome system of spreadsheets for time & project management that would often involve duplicate information. It was not a system we could use to generate meaningful information about how much cost had gone into a job, or how much time or budget we had left and how we we were tracking a fee. When we switched to WorkflowMax, I was surprised how easy it was to get started. All our staff found it very simple, intuitive. The online video tutorials and the support team helped us immensely by answering all of our queries. WorkflowMax provides us the opportunity to run our own reports with a very powerful custom report builder in a very easy and intuitive way. As a consultancy, its having that information in hand to be able to go back to clients where we are with individual projects. The way WorkflowMax enables us to tailor the information has saved us 70-80% of the time we used to spend on that system. In terms of return on investment, WorkflwoMax is a no-brainer. We can recoup the invest on a monthly basis by just having one more hour of consistency. As a business owner, WorkflowMax makes my life easy by having all the information in one place - so we can see where we are at in terms of projects, we can see who is working on it, we can see where we are with invoicing, we can see how much money in the budget is left over and much more.
There is less admin involved in the business now. WorkflowMax has given us an unfair advantage to stay ahead of our competitors. Highly recommended for forward-thinking service businesses.

Verified Reviewer
Verified LinkedIn User
Used the Software for: 1+ year
Reviewer Source
Source: GetApp

Our most recommended Workflow management app

5.0 9 years ago

Comments: In our role as cloud app integrators and implementation experts, WorkflowMax is an essential app in Link Solutions' toolkit. We recommend it over and above any other workflow management app, and use it daily within our own business. The depth of features is significant and can be easily adapted to suit most business processes. The flow from lead management right through delivery and then to invoicing saves countless hours of administration and can deliver significant improvements to service delivery. Being a Xero company, the integration with Xero is understandably robust and extensive, and other useful add-on integrations are available. For example, at Link, we use Zendesk to manage our support tickets, and we're able to track our time in Zendesk and have this flow through to WorkflowMax timesheets with associated notes for reporting and billing. Put simply, we think WorkflowMax is a great system that offers exceptional value for money.

Pros:

* Flexible and extensive feature set that can manage most business processes * General ease of use - while there are some traps for beginners, these are understable given the depth of features available * It's a Xero company, and benefits from the association in terms of a strong integration, customer support standards, and ongoing development * Pricing is excellent and suits a range of businesses from small operators through to large enterprises * Significant job and task templating abilities allow multiple activity streams to be systematised within one application * Powerful reporting engine with the ability to extend with custom reports

Cons:

* Retentions and variations can be difficult to manage for construction companies * Inventory management is non-existent, which while understandable in a workflow management app does limit use for service-based firms that also provide product * The mobile app could do with further extensions to the range of features available * If you are looking for a fully featured CRM that you need to integrate with a email marketing system (like Mailchimp) you may need to use a standalone app

Yara
Office Manager in Australia
Architecture & Planning, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Archaic and limited

3.0 3 years ago

Comments: As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.

Pros:

It was cheap and integrated ok with Xero

Cons:

Not very user friendly, not very customizable, customer service was slow,

Toni
Toni
Verified LinkedIn User
Consumer Goods
Used the Software for: Not provided
Reviewer Source
Source: GetApp

WorkflowMax is working for us

5.0 10 years ago

Comments: "WorkflowMax has been like someone turning the light on for our business.
We knew our old software wasn’t giving us the information we needed to know whether we had been profitable on each job. Manual costings were so labour intensive we didn't tend to do them very often.
Now at the touch of a button WorkflowMax gives us a profitability report on each job which is amazing. We share this information with our staff, who really take ownership of the job to ensure good profitability.
This and other reports in Xero help give us the information we need to make decisions within our business.
Forgive me if I am starting to sound a little bit evangelical, but the change to WorkflowMax really has had a dramatic impact on our business, and put us back in the driver’s seat, linking through to Xero and giving us all the information we need. Guided patiently by the team at Equation we undertook a seamless transfer over to WorkflowMax and Xero. Bonnie was able to understand our business and how we needed Work Flow Max to work for us. She ensured we set up and customized WorkflowMax correctly to meet these needs. Not only is Peter May Ltd is a canvas fabrication but a marquee and event hire business. Bonnie has set WFM to cater to both sides of our business."

Pros:

Good management of jobs, and costs.

Jennifer
Jennifer
Verified LinkedIn User
Construction, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source
Source: GetApp

Great templates for job quoting and scheduling recurring jobs

4.0 9 years ago

Comments: We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run.

Pros:

Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

Cons:

Task section of the Quote Due to the fact that the way the task is set up in workflowmax that the tasks are can be viewed by the employees of the contractor as the sensitive information on the task. We use the tasks for the purpose of providing the quote/estimate only. We create an invoice then we copy and paste the information from task into the cost so we can generate the invoice.