WorkflowMax Reviews in June 2025: User Ratings, Pros & Cons

Full featured, cost effective, cloud-based job management system for professional services firms

What do you like best? As certified WorkflowMax advisors we have implemented and provided support for WorkflowMax for a large number of clients across a diverse range of industries including Architects, Accounting Practices, Business Advisors, Branding Agencies, IT Management Firms, Creative Agencies, Consulting Practices, Construction Firms, Media Firms, Mobile Service and Registered Training Organisations. Pro's - The integrated quote and job management system seamlessly transfers ...

Great for agency time keeping

What do you like best? We are a full service marketing agency and we use Workflow for time tracking and time logging. The time sheet option is very simple and easy to use and allows us to add notes on every task completed which we later use to add task descriptions and details to client invoices. Workflow Max makes it very easy for us to know how much time we have spent on each project and client and when we have gone overtime. When time logging is done correctly this gives us invaluable ...

WorkflowMax Provides An Integrated Platform for Professional Services

What do you like best? WFM provides an integrated platform for professional services businesses, particularly those in design and advertising businesses where image files are produced. It is a great choice for small teams [<15 professionals] where workflows are NOT highly complex, and tools don't produce HUGE files. What do you dislike? The workflow functionality could be substantially improved. A full set of boolean functions and concatination is lacking. The software could ...

A+ integration, not so great functionality

What do you like best? Hands down, the best feature of WorkflowMax is it's integration with Xero. We use Xero as our accounting system and when looking for a project management software integration is one of the two must have features. What do you dislike? "Everything that isn't the fact that it integrates with Xero". At the end of the day we stopped using this software because it was too simplistic. It didn't handle the intricacies that we required to properly manage and measure our ...

WorkflowMax review

What do you like best? It does what's it's meant to, track your hours, it has a chrome plugin where you can press to start recording your time What do you dislike? The user interface, it's a calendar like app. Time tracking is a pain for most employees. We usually have work sprints, have several projects to work on every months (agency. It would be great if project managers could setup WorkflowMax easily so everyone can see jobs/projects in a simple manner. Instead of having a dropdown ...