WorkflowMax

About WorkflowMax

WorkflowMax is an ideal online job management solution that offers tools for businesses to manage their projects, jobs, quotes, time, and invoices in one highly intuitive and streamlined application. From maintaining documents, timesheets, and tracking jobs to sending purchase order requests and invoices, WorkflowMax is an optimal solution that offers an end-to-end workflow Management process in one centralized forum. Workflowmax is a cloud-based job management and workflow solution that comprises tools to manage project implementation, including the ability to incorporate with various other popular document management systems. Businesses can create complex invoices and quotes in a minute and push them out electronically to their clients. It allows businesses to view all the invoices and costing information in a single space. It aims at taking care of all of the business admin and job management needs from anywhere in the world. So businesses can send invoices and check timesheets easily. WorkflowMax additionally offers a sales dashboard through which entrepreneurs and creators can keep an eye on the sales pipeline. It comprises a subscription-based pricing strategy.

Screenshots & Videos

Set up the contractor using the Hybrid method

Pricing

Free Trial Available
Starts at $45.00.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

83%
Reviews

82%
Momentum

60%
Popularity

79%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

WorkflowMax Awards

# 13 Highly Rated Software Project Management Software
Q2 2023

# 9 Fastest Growing Project Management Software
Q2 2020

# 11 Most Searched Project Management Software
Q2 2020

WorkflowMax Features

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Project Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

83%

Unique Features

Idea Management

Facility to receive insights from internal and external stakeholders

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Standard Features

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Budget Management

Analyzing financial information to ensure all operations are within budget

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Percent-Complete Tracking

Percentage of work done on estimated items.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

WorkflowMax Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Standard $45.00 $45.00 per month

For 3 Users

Features

Quoting
Mobile application
Client manager
Custom fields
Time sheets
Purchase orders
Invoicing
Job costing
Xero integration
Document management
Reporting
Job management

Based upon the Number of Users, the pricing plan varies.

Note : For accounts with over 100 users, additional users will be charged at $5 per user.

Premium $95.00 $95.00 per month

For 3 Users

Features

Includes features of the standard plan, plus
Productivity reporting
Client groups
Recurring invoices
Xero invoice import

Based upon the Number of Users, the pricing plan varies.

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 05/04/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about WorkflowMax Pricing