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8.5

Spot Score

WorkflowMax - Project Management Software

WorkflowMax Review: Is It The Right Project Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial Available

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Starts from $45 / Month

BDOBDO
Air New ZealandAir New Zealand
Rock Kitchen HarrisRock Kitchen Harris
BlirtBlirt
three roomsthree rooms

Trusted by many companies including BDO

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What is WorkflowMax?

WorkflowMax is a web-based project management software that helps coordinate, produce and manage projects of any size and complexity. It is used to plan, track and communicate progress in a simple way by providing features such as collaboration tools, integrated document management, task assignment, inbuilt resource management, e-mail integration to monitor deliverables and task reminders.

Pricing

  • Starts from $45 / Month

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Platform

  • Web + mobile app (iOS & Android)

WorkflowMax Software Demo

WorkflowMax was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider WorkflowMax

Team types
Large Enterprises, Medium Business

Why teams choose WorkflowMax

  • Strong collaboration features enhance team communication.

  • Easy to use with a straightforward interface.

  • Effective for tracking project progress.

Is WorkflowMax right for you?

What buyers should know before shortlisting WorkflowMax

WorkflowMax stands out as a versatile project management tool, particularly favored by small to mid-sized businesses in industries like creative agencies, engineering, and construction. Its seamless integration with Xero is often hailed as one of its strongest assets, enabling cohesive accounting and project management workflows.

Users consistently praise its intuitive interface, robust time-tracking features, and the ability to manage quotes, invoicing, and project costs efficiently. Its cloud-based nature and affordability further enhance its appeal, along with excellent support services and customization options.

WorkflowMax simplifies collaboration and offers real-time project overviews, making it a great choice for organizations seeking to enhance productivity and efficiency. However, there are areas for improvement.

Many users have pointed out limitations within its reporting capabilities, such as the lack of dynamic filters and customizable reports. Additionally, some find the initial setup challenging and note that the interface isn't ideal for very complex workflows or beginner users.

The absence of features like inventory management and occasional integration hiccups also pose hurdles for certain industries. Despite these minor shortcomings, WorkflowMax delivers substantial value for businesses aiming to streamline their operations and track project performance effectively.

With thoughtful implementation, it can grow with evolving business needs.

Pros and cons

WorkflowMax pros and cons

  • WorkflowMax pros
  • Strong collaboration features enhance team communication.

  • Easy to use with a straightforward interface.

  • Effective for tracking project progress.

  • WorkflowMax cons
  • Customization may be limited for specific needs.

  • Can be complex for new users to navigate.

3.7/5 rating
25 verified reviews
Free trial available

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Still comparing?

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WorkflowMax reviews and ratings

Buyer sentiment

Buyer sentiment is mixed to positive across 25 reviews, with clear strengths and a few common watchouts.

What buyers like

  • Efficient time tracking and management of projects, enhancing productivity and reducing manual workload.
  • Intuitive and user-friendly interface, making it easy for most users to adopt, with minimal training.
  • Cloud-based functionality allows seamless accessibility and real-time updates from anywhere.

Common complaints

  • Personalized and custom reporting is cumbersome, with a lack of flexibility in filtering and drilling down data.
  • Setup and initial configuration can be challenging, requiring substantial planning and dedicated time.
  • Lacks built-in inventory management tools, which limits its application for some industries.

3.7

Very Good

Based on 207 ratings & 25 reviews

Rating Distribution

Excellent

(5)

Very Good

(13)

Good

(2)

Poor

(2)

Poor

(3)

What users are saying

H

Hunter

08/31/20

5 out of 5

Engineers should begin using this project management platform

PROS & CONS What are the best aspects of this product? This cloud-based project manager is really terrific for the business! Seamless to use, ...

Read more

R

Rodrick

07/30/20

4 out of 5

Best platform when it comes to project time tracking

PROS & CONS What are the best aspects of this product? This is an easy to use but powerful project management platform with a great time tracking ...

Read more

J

Jacinto

07/11/20

4 out of 5

Manages time-consuming workloads efficiently

PROS & CONS What are the best aspects of this product? WorkflowMax has impressive features for project management such as efficient time encoding ...

Read more

FG

Fabien G

03/05/20

4 out of 5

Great for multi-day-project management

What do you like best? WorkflowMax is awesome for Creative Agencies, Accountants/Bookkeepers, Engineering/Architects and other similar business ...

Read more

HS

Hellen S

02/11/20

5 out of 5

It has stabilized the way we connect and manage the working procedures.

What do you like best? WorkflowMax has been preset and designed with different management tools which puts in more accuracy in our work and allow ...

Read more

UI

User in Architecture & Planning

10/18/19

3.5 out of 5

Review

What do you like best? Categorization, addition of comments, ease of switching from project to project What do you dislike? Logs me out when ...

Read more

What are the features of WorkflowMax?

31%

Feature coverage

9 of 29 tracked features

The process of analyzing, organizing, and monitoring a company's or organization's costs and expenditures is known as Budget management. Man…

The most effective technique to manage the timeline factor is to track milestones. Effective project planning concentrates on the most criti…

Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress wi…

A project template is a project that contains work packages and activities that you know you'll use again and again on other projects. Proje…

The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…

Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location l…

The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…

The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…

A project timeline is a list of tasks or activities organized by the date that allows project managers to see the entire project in one plac…

Security & Compliance

WorkflowMax security and data handling

Key compliance certifications and security features for IT and security teams evaluating WorkflowMax.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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WorkflowMax Customers

BDO-logo

BDO

Air New Zealand-logo

Air New Zealand

Rock Kitchen Harris-logo

Rock Kitchen Harris

Blirt-logo

Blirt

three rooms-logo

three rooms

WorkflowMax_customers_5-logo

Help & Contact

WorkflowMax Support Options

Customer ServiceBusiness HoursOnline
LocationAuckland, New Zealand

Connect with WorkflowMax

Frequently Asked Questions About WorkflowMax

Common questions buyers ask before choosing WorkflowMax.

WorkflowMax is a Project Management Software. WorkflowMax offers Timeline View, Project Templates, Time & Expense Tracking, Task Management, Status Tracking and many more functionalities.

Buyers commonly note the following limitations of WorkflowMax: Customization may be limited for specific needs.; Can be complex for new users to navigate.; Performance may lag with larger teams..

Some top alternatives to WorkflowMax includes Quickbase , Smartsheet, ClickUp, Wrike and Project Insight.

WorkflowMax offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the WorkflowMax as of now.

The starting price of WorkflowMax is $45/Month

Ready to try it?

Get started with WorkflowMax

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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