WorkflowMax is a cloud-based workflow and job management platform for small to mid-sized businesses. It can track jobs, manage timesheets and documents, as well as send invoices and purchase order requests. In this article, we covered user reviews and pricing. Ready to try WorkflowMax? Get a free trial.
What WorkflowMax Does Well
Users who gave WorkflowMax a positive review said that the app makes it easy for them to manage their tasks and perform invoicing requirements. They also said that it integrates well with other software such as Xero, Dropbox, Google Drive, and more.
One user who gave WorkflowMax a positive review on G2 Crowd commended the app for providing them with a single platform where they can manage their year-long contracts, tax return preparation, onboarding duties, internal jobs, and cost tracking. He also cited the software’s robust reporting capabilities and app integrations.
What WorkflowMax Does Not Do Well
Users who gave WorkflowMax a negative review said that setting up the platform can be quite difficult. They also complained about bugs that cause the app’s timer to fail in saving recorded employee time.
One user who gave WorkflowMax a negative review on G2 Crowd noted that the setup process was challenging at the beginning. He suggested adding more tutorial videos and educational articles to help users with the setup. He also mentioned that the app is not iPad-friendly.
WorkflowMax Pricing
WorkflowMax offers a single subscription plan that ranges from $15/month (1 user) to $250/month (21-50 users). Companies with more than 50 users need to contact the sales team for a customized quote. There’s an option to add the Lead Manager module for an extra $15/month or upgrade to WorkflowMax Premium for another $50/month.
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Ready to try out WorkflowMax? Get a free trial.
WorkflowMax Features
Check out the list below of some of WorkflowMax’s features:
See Features
WorkflowMax FAQ
How long is the free trial period for WorkflowMax?
WorkflowMax offers
Read More
Do subscribers have to pay a setup fee for WorkflowMax?
No.
Read More
Popular Integrations
Here is a list of some of WorkflowMax’s popular integrations:
View Integrations
WorkflowMax Alternatives
Not sure if WorkflowMax is the right fit for you? Read our reviews of all top workflow management software or check out one of these three WorkflowMax competitors.
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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 timer for timing project jobs is good (when it works). The website runs very fast.
The timer has bugs in it, sometimes, the timer resets to a lower amount of minutes even though you time hours. Also, when selecting your job to time in the timer, the entire list of potential jobs are not listed in the search results (the company says that this is due to the developers stating this would cause slow performance). 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 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 would know that when the original developer sold the company, that the support would not be as good as when the owner was the only developer in the company.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Marc Pearce
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Interface is nice and clean – integrates with Xero and has mobile app.
The integration with Xero seems to lack some customer payment options. Invoices work well in Xero but not as well in WorkFlow Max integration. Our work around is to create our invoices in Xero which is redundant.
Proper training when setting up – because once you start it seems to become very difficult to try and correct and update!