Workflow Max is Xero’s workflow management software that assists users from project quote to invoice. It offers solutions for time tracking, job management, invoicing, and more. We compiled Workflow Max reviews from around the web and found that the company has a mix of positive and negative ratings. We also compared the most popular pricing options for small business owners.
Workflow Max Customer Reviews
Overall Experience: Good
Ease of Use: Fair
Customer Service: Average
Pricing: Good
Summary of Workflow Max Reviews
What Workflow Max does well:
Users who gave Workflow Max a positive review likes the quotes and job management modules the most.
What Workflow Max does not do well:
Users who gave Workflow Max a negative review said that it takes some time to set it up and learn how to use it. They also reported that it is difficult to customize the software. Some users said it lacks in automation and recurring functions.
Most Helpful Positive User Review
A positive reviewer from the site Capterra said that he likes the overall workflow of the software including the quoting/pricing modules. He said those modules were pretty flawless and helped him make sense of a pricing system on the fly. He also liked that it was integrated well with Xero, which is the accounting software he was already using.
Most Helpful Negative User Review
A user who gave Workflow Max critical feedback on Capterra said that it’s not easily customizable and is very time consuming to set up. He said that the video tutorials aren’t as in depth as they should be as far as providing guidance on customizable features. He also said that the customer service is below average.
Other Workflow Max Reviews From Users Around the Web
Here are a few other resources for finding helpful Workflow Max reviews from customers. We rated the review sites on a scale from poor to excellent based on how trustworthy and useful the reviews seemed.
| *Average rating as of date article was written: Nov 24, 2017 | |||
Workflow Max Pricing
Workflow Max has five plan options that range in price depending on the number of users. The price ranges from $15-$250 per month for between 1 and 50 users. Companies with more than 50 users are encouraged to contact sales for a custom quote.
| Plan | ($/Month) |
|---|---|
| 1 user | $15 |
| 2-5 users | $49 |
| 6-10 users | $110 |
| 11-20 users | $170 |
| 21-50 users | $250 |
Workflow Max Premium can be purchased in addition to any of the plans mentioned above for $50 a month. It includes additional features such as a KPI dashboard, ability to import invoices from Xero, ad-hoc jobs, and more as listed here.
The Lead Manager (CRM) module can also be purchased as an add-on for $15 a month. This add-on is good for tracking leads, proposals, and sales.
All plans share the same features which include:
- Quoting
- Mobile
- Client manager
- Custom fields
- Timesheets
- Purchase orders
- Job management and costing
- Invoicing
- Xero integration
- Document management
- Reporting
Workflow Max integrates with Xero, Hubspot, Zendesk and more as listed here. Customer support can be reached directly via phone, email, or ticket.
Compare Workflow Max Competitors
Not sure if Workflow Max is the right workflow management software for your small business? Look through our workflow management software reviews for comparisons.
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Phillip Quinlan
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
The website runs very fast
The timer has reported bugs which they do not fix even though I have submitted numerous bug reports to and have constantly not been dealt with.
They have recently changed the login screen which you need to re login every day as it no longer has the “Remember Me” checkbox (this was a warned about feature) which I do not like.
The timer dropdown (list of potential jobs you can time against) does not contain the full list of jobs and tasks (max 10), with my current employment, we always have more than 10 jobs and tasks so it makes searching and timing agains jobs tedious. I have bought this up with support and they said having more than 10 makes the website perform slowly and will not fix.
I wish I knew that their support team did not care about our problems very much.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Robert Leigh (CPPM)
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Its created a simple to use workflow system that gives you great visibility of your projects.
The mobile app is a new additional which continues to improve with every release
Nothing – I knew that it was owned by Xero and with that has great integration to the finance side of things.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.