
2024 WorkflowMax Review: Features, Pricing & More
Our Verdict
Our Verdict
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.
- Job Management
- Reporting
- Good pricing
- Limited integrations
- Outdated UI
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.