WorkflowMax Software Pricing, Features & Reviews

What is WorkflowMax?

WorkflowMax is a cloud-based project management software designed to help businesses handle their work more efficiently. It offers tools for managing jobs, tracking time, creating quotes, and sending invoices—all in one place. The software makes it easier for companies to keep track of their projects and see how much money they're making. WorkflowMax is especially useful for service businesses like consultants, designers, and IT firms that need to monitor time and costs closely.

One of the key features of WorkflowMax is its integration with Xero, a popular accounting software. This connection allows businesses to sync their financial data seamlessly, reducing the need for manual data entry and minimizing errors. With WorkflowMax, teams can also generate detailed reports to understand project performance and profitability better. The software is accessible from various devices, making it convenient for teams working in different locations.

WorkflowMax Features

Workforce Management: Plan your team's time and work so everyone knows their jobs and no one gets too much or too little to do.
Task Management: Keep all your tasks organized in one place so it's easy to see what needs to be done and who’s doing it.
Recurring Tasks: Set tasks to repeat daily, weekly, or monthly, so you don’t have to make the same task over and over again.
Task Creation & Assignment: Create tasks and assign them to the right team members so everyone knows what they need to do and when.
Task Prioritization: Mark the most important tasks so your team knows what to focus on first and can meet deadlines easier.
Task List: See all your tasks in one simple list that helps you track progress and stay on top of your daily work.
Dashboards: Get a clear view of your team’s work, time, and progress using easy-to-read graphs and visual reports.

What Benefits Does WorkflowMax Offer?

Comprehensive Job Management: Manage jobs, tasks, and staff efficiently with centralized job information and flexible scheduling.
Advanced Time Tracking: Capture every billable second with versatile time recording methods and detailed time management.
Customizable Reporting: Generate insightful reports with customizable fields to monitor job progress and profitability.
Integrated Invoicing: Create professional invoices quickly, integrating time and cost data for accurate billing.
Centralized Document Management: Store and access all project files in one place, enhancing collaboration and efficiency.
Client Relationship Management: Streamline client management with centralized information and easy contact retrieval.
Mobile Accessibility: Manage your business from anywhere with mobile access to job information and time tracking.
Seamless Xero Integration: Integrate with Xero to eliminate double-handling and streamline financial processes.
Automated Notifications: Keep teams informed with automated alerts on job progress and task assignments.
Scalable Pricing Plans: Enjoy enterprise-grade features with flexible pricing based on team size, without setup fees.

WorkflowMax Pricing

WorkflowMax price in the US starts at $20 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

WorkflowMax Features

Core Functionalities

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

Task & Workflow Management

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

Task Views

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

Progress & Performance Tracking

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

Resource & Budget Management

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

Reporting & Analytics

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

Collaboration & Communication

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

Customization

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

Integrations

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

Access Control & Security

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

Others

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