[Home](https://www.selecthub.com/) \> [Project Management](https://www.selecthub.com/category/project-management/) \> [Project Management Software](https://www.selecthub.com/c/project-management-software/) \> WorkflowMax Categories: * [Project Management Software](https://www.selecthub.com/c/project-management-software/) * [Collaboration Software](https://www.selecthub.com/c/collaboration-software-tools/) * [Workflow Management Software](https://www.selecthub.com/c/workflow-management-software/) * [...](#) ## What Is WorkflowMax? **Industry Specialties:** Serves small and medium service-based businesses WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects. It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Project+Management+Software&product%5Fname=WorkflowMax&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fproject-management-software%2Fworkflowmax%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F56d326d8139f904b679084778f1b3285-551fbca84e354d91da32da693e0fc88d%2Fresources%2Fnormal%2Flogo.png%3F1693317907) User Sentiment i ![User satisfaction level icon: great]() Based on 417 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #30 WorkflowMax is ranked #30 in the Project Management Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=project-management-software&product%5Fslug=workflowmax&slug=workflowmax&product%5Fname=WorkflowMax&category=Project+Management+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fproject-management-software%2Fworkflowmax%2F) ## WorkflowMax Pricing Based on our most recent analysis, WorkflowMax pricing starts at $20 (Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Project+Management+Software&product%5Fname=WorkflowMax&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fproject-management-software%2Fworkflowmax%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F56d326d8139f904b679084778f1b3285-551fbca84e354d91da32da693e0fc88d%2Fresources%2Fnormal%2Flogo.png%3F1693317907&price=2) Price $ $ $ $ $ i Starting From $20 Pricing Model Monthly Free Trial 14 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=WorkflowMax&category=Project+Management+Software&product%5Flogo=https://cdn.selecthub.com/products/56d326d8139f904b679084778f1b3285-551fbca84e354d91da32da693e0fc88d/resources/normal/logo.png?1693317907)) ## Training Resources WorkflowMax is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for WorkflowMax: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## WorkflowMax Benefits and Insights Why use WorkflowMax? ### Key differentiators & advantages of WorkflowMax * **Consolidate Work:** Access all business tools from one place. Avoid unnecessary hassles by launching multiple applications from a single suite to deliver work faster and efficiently. * **Accessibility:** Access data anytime, anywhere using mobile applications for Android and iOS. Manage jobs on-the-go and tick milestones when met. Access client information while syncing with the desktop app quickly. Send photos, videos and other documents as attachments. * **Collaboration:** Let clients and contractors log in from anywhere to view work progress time against a job. Store all project information in one place while uploading images, documents and pictures. Restrict information action via permission settings for staff and clients. Stay updated with project progress and share details with teams. * **Integrations:** Seamlessly integrate with Xero’s suite of modules to maximize business performance. Push sales invoices into Xero while automatically syncing corresponding payment dates. Update job profitability reporting and create bills payable. Avoid data duplicity and receive useful business profitability insights. * **Customization:** Personalize it to suit an organization’s needs. Create branded and professional custom print templates to save time. Extract powerful and specialized data using custom fields to operate a business better. Keep pace with approaching deadlines by creating unique notifications. ### Industry Expertise WorkFlowMax offers job management solutions to small and mid-sized service-based businesses in industries like IT services, engineering, construction and manufacturing, architecture, business consultancies, creative agencies and more. It provides end-to-end workflow management solutions from a centralized suite to over 100,000 businesses across the globe. ## WorkflowMax Reviews Based on our most recent analysis, WorkflowMax reviews indicate a 'great' User Satisfaction Rating of 85% based on 417 user reviews from 6 recognized software review sites. ![User satisfaction level icon: great]() 417 reviews 85% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of WorkflowMax reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Client Management:** WorkflowMax offers tools to manage client information, including contact details, project history, and billing information, providing a centralized location for client data. * **Project Tracking:** The platform allows users to track project progress, budgets, and deadlines, ensuring projects stay on track and within budget. This includes features such as Gantt charts and task management tools. * **Time Tracking:** WorkflowMax simplifies time tracking for both employees and contractors, with options for manual entry, timers, and timesheet approvals. This streamlines payroll and billing processes. * **Reporting:** The software provides various reporting options, including project reports, financial reports, and staff productivity reports, offering insights into business performance and areas for improvement. * **Integrations:** WorkflowMax integrates with other popular business tools, such as Xero accounting software and Google Apps, allowing for seamless data flow between systems. #### Cons * **Limited Functionality:** WorkflowMax may not be suitable for larger or more complex projects due to limitations in features such as resource management and project portfolio management. * **Usability Challenges:** Some users find the interface to be clunky and unintuitive, leading to a steeper learning curve and potential frustration during daily use. * **Reporting Limitations:** Generating customized reports can be challenging, and the available reporting options may not meet the specific needs of all businesses. * **Integrations:** While WorkflowMax offers some integrations, it may not seamlessly connect with all the tools and software that a business uses, potentially leading to data silos and inefficiencies. #### Researcher's Summary: WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. Its intuitive interface and comprehensive project management tools make it particularly well-suited for small and medium-sized businesses that require a streamlined solution for managing their projects, tracking time, and invoicing clients, especially those already utilizing Xero's accounting software. ## Key Features * **Lead Management:** Track leads, sales projections and proposals from a single location. Transform leads into winning quotes, jobs, invoices and eventually into profits. Customize lead categories to forecast lead conversion correctly while projecting cash flows. Monitor team activities and overdue tasks for new business developments. * **Client Management:** Maintain profitable and productive relationships with clients. Use custom fields to store unique customer and client information. Store unlimited contact details to client records and contact them directly. Use a global search function to search for a client’s details while using filters to locate information quickly. Build stronger relationships by adding custom information like birthdays, preferred time to contact, pet’s name and more to client data. * **Document Management:** Use the document management tool to access all crucial project-related information. Save time by automating document storage processes and emails. Set up a unique email account to send important attachments required for a job. Sync with multiple devices and integrate with Google Drive, Dropbox and Box to access documents easily. * **Staff, Task and Job Management:** Manage people, jobs and tasks from one place. Track resources, costs, profitability and time for every job. Delegate tasks, to-do checklists, estimated time on each task and due dates using the task manager. Create adjustable milestones, deadlines and project due dates. Automate recurring jobs and tasks to reduce time spent on repetitive tasks. * **Time Tracking:** Enter time in eight different ways and track and report on every single minute daily. Record time within dashboards, by tasks or timesheets. Track employee time on-the-go using mobile apps. Record how time was spent and share information with clients. Optimize billable values by choosing the nearest decimal rounding option. * **Invoicing:** Get paid faster by creating invoices just in a few clicks. Design invoices based on actual time and costs, quoted time and costs, progress amounts or percentage values. Create a simple invoice with basic project information or a detailed one by adding costs, tasks and rates. Save time by sending multi-job invoices. * **Reporting:** Make smarter business decisions by gaining real-time insights into productivity, workflows, performance and profitability. Understand profitability across multiple client categories and improve business processes. Extract relevant information by building reports using multiple fields and criteria. Improve cash flows by getting a snapshot of billable jobs. * **Purchase Order Management:** Streamline job cost management using purchase order management tools. Track actual orders, cost and bills payable, ensuring nothing falls through the cracks. Integrate with Xero to keep financial job reporting intact. Use flexible receipt processes to display full or half orders received. ## Limitations This product has the following limitations as of writing this review: * Can’t handle complex quotations. * Layout is clunky. * Limited integration options apart from Xero suite. * Limited customized reporting capabilities. * Lacks some basic functionalities. ## Suite Support _mail\_outline_Email: Email support is hidden behind a login. _phone_Phone: Phone support is hidden behind a login. _school_Training: Their site features several resources like blogs, webinars, a knowledge base and other materials to guide users. _local\_offer_Tickets: Users can submit tickets through the WorkFlowMax site. ![Banner of Pricing guide for WorkflowMax]() ## Pricing & Cost Details See the Price/User for the top project management software… plus the most important considerations and questions to ask when shopping. 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Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Project Management", "item": "https://www.selecthub.com/category/project-management/" }, { "@type": "ListItem", "position": 3, "name": "Project Management Software", "item": "https://www.selecthub.com/c/project-management-software/" }, { "@type": "ListItem", "position": 4, "name": "WorkflowMax" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "WorkflowMax", "description": "WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects. It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads. ", "review": { "@type": "Review", "author": { "@type": "Person", "name": "Kriti Sahay", "reviewBody": "WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. 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