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WorkflowMax

Brand : WorkflowMax

Starting at $ 20

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WorkflowMax Software Pricing, Features & Reviews

Xero owned WorkflowMax is a powerful project management solution to help businesses track and report on their profitability. We’ve got over 10,000 amazing subscribers around the world - and we’re just getting started!

 

 

WorkflowMax Pricing & Plans

Standard
  • Quoting
  • Client manager
  • Time sheets
  • Invoicing
  • Xero integration
  • Reporting
  • Custom Fields
    • Users
    • Monthly
Starting at $ 20
Standard with Lead manager
  • Lead manager
  • Quoting
  • Client manager
  • Time sheets
  • Invoicing
  • Xero integration
  • Custom Fields
    • Users
    • Monthly
Starting at $ 35
Premium
  • Everything in our standard plan
  • Client groups
  • Recurring invoices
  • Productivity reporting
  • Xero invoice import
    • Users
    • Monthly
Starting at $ 70

WorkflowMax Features

Core Functionalities

  • icon_check Workflow Management Manages and automates the flow of tasks and processes, ensuring that the right people or systems handle tasks at the right time?
  • icon_check Task Management Central to all project management software, allowing users to create, assign, prioritize, and track tasks
  • icon_check Resource Management Allocate and manage team members effectively.
  • icon_check Risk Management Proactively identify and address potential project risks.
  • icon_check Backlog Management Manage the product and sprint backlogs with prioritized tasks
  • icon_check Pipeline Management Tracks the flow of tasks, processes, or projects through various stages to ensure smooth progression.
  • icon_check Sprint Management Plan, track, and manage sprints (short, time-boxed iterations)
  • icon_check Workforce Management Involves managing and optimizing team member workloads, schedules, and productivity?
  • icon_check Incident Management Manages unforeseen incidents or disruptions within a project, often found in industries requiring high reliability, such as IT or
  • icon_check Issue Management Identifies, tracks, and resolves problems or issues that arise during project execution

Task & Workflow Management

  • icon_check Workflow Automation Design and automate workflows to enhance efficiency and ensure consistent task execution.
  • icon_check Recurring Tasks Schedule tasks to repeat at regular intervals to streamline ongoing project activities.
  • icon_check Task Creation & Assignment Create, assign, and manage tasks.
  • icon_check Task Prioritization Assign priority levels to tasks to ensure the most critical activities are addressed first.
  • icon_check Sub-Task Creation Break down complex tasks into smaller, manageable sub-tasks for better tracking and execution.
  • icon_check Task Dependencies Define and monitor task dependencies to manage the sequence and impact of task completion.
  • icon_check Notifications/Reminders Set up automated alerts and reminders to keep team members informed about task deadlines and updates.
  • icon_check Automated Task Assignment Automatically assigns tasks to team members based on workload, availability, and skill sets, helping to distribute work evenly as

Task Views

  • icon_check Task List A simple list view of all tasks, including details such as due dates, assignees, and statuses.
  • icon_check Kanban Boards Tasks are represented as cards that move across the columns.
  • icon_check Gantt Chart Provides a visual timeline of the project with their durations and dependencies.
  • icon_check Calendar View Displays tasks and deadlines on a calendar.
  • icon_check Timeline View Provides an overview of tasks and milestones over time.
  • icon_check Spreadsheet View Tasks are displayed in a table format similar to a spreadsheet.
  • icon_check Mind Map Visual representation of tasks and ideas branching out from a central concept.

Progress & Performance Tracking

  • icon_check Time Tracking Record the time spent on tasks for better project budgeting.
  • icon_check Milestone Tracking Set and track key project benchmarks.
  • icon_check Team Capacity Tracking Shows the distribution of tasks among team members for balancing workload and avoiding overburdening

Resource & Budget Management

  • icon_check Automated Resource Allocation Automatically adjusts resource allocation, such as server capacity, storage, or bandwidth, based on current project needs during
  • icon_check Budget Planning Set a spending plan for your project based on data insights.
  • icon_check Dynamic Budgeting Tracks project expenses and scales budget management features dynamically based on the project's financial requirements.
  • icon_check Risk Scoring System Quantify and score potential project risks based on severity.
  • icon_check Workload Distribution Distributes tasks and processes across team members or systems to prevent overloading any resource, ensuring balanced workloads
  • icon_check Auto Scaling Dynamically scale resources (e.g., team size, server resources) based on project requirements.

Reporting & Analytics

  • icon_check Dashboards Interactive dashboards that can be customized for different user roles.
  • icon_check Benchmarking Compare project performance against industry standards or internal benchmarks.
  • icon_check Project Progress Reports Track progress against the baseline plan, identify deviations in schedule or budget.
  • icon_check Resource Reports Allocation and utilization of resources (people, equipment, materials).
  • icon_check Risk Reports Identify, assess, and propose mitigation strategies for potential project risks.
  • icon_check Workload Reports Analyze workload distribution among team members, identify potential imbalances.
  • icon_check Timesheet Reports Track time spent on tasks by team members, assess project efficiency and billing accuracy.
  • icon_check Sprint Reports Track progress within development sprints.
  • icon_check Burndown & Burnup Charts Track progress towards sprint goals to manage progress and respond accordingly.
  • icon_check Bottleneck Reports Identification of task dependencies and potential bottlenecks.
  • icon_check Predictive Analytics Forecasting tools to predict future project outcomes based on historical data.
  • icon_check Real-Time Reporting Live dashboards that update as data changes.
  • icon_check Automated Reports Scheduling and automatic generation of regular reports. Email notifications with report summaries.
  • icon_check Report Customization Ability to create and customize reports based on specific project needs.

Collaboration & Communication

  • icon_check Version Control Track changes made to documents and files.
  • icon_check Real-Time Collaboration Work simultaneously on tasks, leave comments, and share feedback.
  • icon_check File Sharing & Document Collaboration Upload, share, and edit documents.
  • icon_check Integrated Chat & Messaging Real-time communication with team members.

Customization

  • icon_check Templates Use pre-defined project and timeline structures to save time.
  • icon_check Task Customization Modify tasks to include custom fields, tags, and properties to fit specific project needs.
  • icon_check Custom Fields Add specific data fields to track unique project information.
  • icon_check Custom Layouts Design the software interface to fit your workflow.
  • icon_check Custom Views Create personalized views of project data.

Integrations

  • icon_check CRM Integration Sync with CRM systems to align customer relationships and sales data with project tasks and deliverables.
  • icon_check Communication and Collaboration Tools Integrate with various collaboration tools to streamline real-time communication and collaboration within project workflows.
  • icon_check File Storage and Sharing Connect cloud storage solutions to enable seamless file sharing and document management within projects.
  • icon_check Third Paty Integration Integration with external tools via third party applications
  • icon_check API Integration Allow for custom integrations through APIs
  • icon_check Time Tracking Tools Integrate time tracking tools to monitor work hours and resource allocation directly in your project management system.
  • icon_check Issue Tracking Tools Link issue tracking software to manage and resolve bugs and issues alongside your project management processes.
  • icon_check Automation Tools Use automation platforms to create workflows that automatically handle repetitive tasks across multiple apps.
  • icon_check AI-Based Integrations Use AI for predictive analysis and workflow suggestions.
  • icon_check ERP Integration Connect ERP systems to unify project management with broader business operations, including finance, HR, and procurement.

Access Control & Security

  • icon_check User Access Management Control access to project information based on user roles.
  • icon_check Activity Logs Track user activity within the project management software
  • icon_check Data Backup and Disaster Recovery Ensure data security with regular backups and recovery plans.
  • icon_check Compliance Tracking Ensure adherence to relevant data and security compliance (e.g., GDPR, CCPA).
  • icon_check Multi-Factor Authentication (MFA) Enhance login security through MFA.

Others

  • icon_check Lead Management Track your leads, proposals and sales performance all in one place.
  • icon_check Quote Management Templates enable you to send custom branded, professional quotes in minutes.
  • icon_check Job Management Easily see how your jobs are progressing against quotes.
  • icon_check Time Management & Scheduling Save time by letting your employees enter how much time they spend on projects.

WorkflowMax Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Integration Supported:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTablet
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises, SMBs, SMEs
  • Email, Forums
  • API Integration
  • Webinars, Videos
  • English

WorkflowMax Reviews and Ratings

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WorkflowMax Company Details

Brand Name WorkflowMax
Information WorkflowMax
Founded Year 2007
Director/Founders Chris Spence
Company Size 1-100

WorkflowMax FAQ

A If you're a service business or if you bill based on time, then WorkflowMax is likely right for you. Our customers include creative agencies, architects, engineering firms, builders, construction firms, fabricators, consultants, IT companies and many other professional services businesses and freelancers. WorkflowMax is ideal for companies with one to a hundred staff. If your business employs more than 100 staff, we recommend trialing other solutions. Take a look at our case studies for more information on the types of companies who love WorkflowMax and how they use the software in their business.
A A 'User' is anyone (staff, manager, administrator, employee) who either 1) Needs to log in to the application to administer it, and/or 2) Anyone who needs to have their time recorded against tasks which are assigned to them regardless of whether they or someone else logs that time.
A No. We don’t believe customers should be locked into using WorkflowMax when it doesn’t suit their needs. Instead of paying thousands of dollars on implementing a new system, you pay per month as you go. And if WorkflowMax doesn’t work out for you then you can cancel at any time.

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