Our Verdict

Our Verdict

WorkflowMax delivers a range of tools designed for managing projects, tracking time, and handling invoicing. Its all-in-one platform is particularly suited for service-based businesses, offering features that streamline project management, from task tracking to billing. The integration of project management with financial tracking helps ensure that projects stay on budget and are executed efficiently.

While WorkflowMax is effective for managing projects and financials, it may not provide the depth of advanced features found in other specialized project management tools. It works well for businesses that need an integrated solution for project and financial management but might be less ideal for teams requiring more sophisticated project planning or collaboration features.
Pros
  • Job Management
  • Reporting
  • Good pricing
Cons
  • Limited integrations
  • Outdated UI
WorkflowMax
Free plan available
yes
Subscription Price
Starts at $20 per user per month
Integrations
ActiveCampaign, Acuity Scheduling, Aircall, Amazon S3
Expert Review
4.5
Visit website
Best For
all-in-one project management
24/7 Support
no
Mobile App
no
Cancellation period
no
Overview

Why we like it

A cloud-based job and workflow management tool, WorkflowMax is an ideal solution for small and mid-sized service-orientated businesses. In our experience, the project management capabilities provided here are key to business success. These include timesheets, job costing, quote creation, and more. Depending on the number of users, WorkflowMax has different price plans starting at $15/month for one user, $49/month for ten users, and soon, for a truly scalable option.
We’ve found that WorkflowMax picks up the slack once a project has been started. It’s got all the tools for project execution and can integrate with document management systems like Dropbox and Google Drive. With a strong timesheet functionality, we found that users can work within their own timesheets for better clarity. Growing businesses in particular, will benefit from the job costing provided in a single space and a sales dashboard showing lead status clearly for efficiency in the sales pipeline.

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