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WorkflowMax

  • Project Management Software
  • WorkflowMax
  • In March 2023, BlueRock acquired the WorkflowMax brand. Since then, they’ve been dedicated to creating an innovative, enhanced version for the customers. The improvised product is now live, offering businesses a powerful, user-friendly job management system.

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About This App

WorkflowMax, launched in 2008, is a comprehensive project management and job tracking software developed by New Zealand-based company Xero. Initially developed to meet the needs of service-based businesses, In March 2023, BlueRock acquired the WorkflowMax brand. Since then, they’ve been dedicated to creating an innovative, enhanced version for the customers.
The improvised product is now live, offering businesses a powerful, user-friendly job management system. They’ve rebuilt the product with functionality, but an improved user experience, and a roadmap full of exciting new features.
The software is designed to streamline the workflow of service-oriented companies by providing tools to manage projects from quote to invoice. Its development was driven by the increasing demand for a unified solution that could handle project planning, resource allocation, and financial management in a single platform.

Features:

  • Project Management: Create and manage projects, assign tasks, set milestones, and track progress.
  • Time Tracking: Record billable hours, track time spent on tasks, and monitor team productivity.
  • Quoting and Invoicing: Generate quotes, convert quotes into invoices, and manage billing efficiently.
  • Reporting: Generate customizable reports on project status, financial performance, and team utilization.
  • Integration: Seamlessly integrates with Xero accounting software and other third-party applications to streamline workflows.

Pros

  • Comprehensive Solution: WorkflowMax offers a wide range of features essential for service-based businesses, from project management to invoicing and reporting.
  • Customizable: The platform can be tailored to suit different business needs and workflows through customizable templates and integrations.
  • Integration with Xero: Integration with Xero provides seamless financial management capabilities, enhancing overall business efficiency.
  • Scalability: Suitable for small businesses to large enterprises, adapting to growth and changing business needs.
  • Support and Training: Provides resources, tutorials, and customer support to assist users in maximizing the platform’s capabilities.

Cons

  • Complexity for Small Teams: The breadth of features may be overwhelming for small teams or businesses with simpler project management needs.
  • Learning Curve: Mastering all features and integrations may require time and training, especially for new users.
  • Cost: While feature-rich, the pricing structure may be prohibitive for smaller businesses or startups compared to simpler project management tools.

Who WorkflowMax is Best For:

  • Service-Based Businesses: WorkflowMax is particularly well-suited for service-oriented industries such as architecture, engineering, creative agencies, IT services, and consulting firms. It provides comprehensive tools for project management, time tracking, quoting, invoicing, and reporting, tailored to the specific needs of these sectors.
  • Medium to Large-Sized Teams: The scalability of WorkflowMax makes it ideal for medium to large-sized teams that require robust project management and job tracking capabilities. It can accommodate complex workflows and multiple projects simultaneously.
  • Businesses Requiring Integration with Xero: WorkflowMax integrates seamlessly with Xero accounting software, making it an excellent choice for businesses looking for an integrated solution to manage both project operations and financial management in one platform.
  • Companies Emphasizing Detailed Reporting: With its powerful reporting features, WorkflowMax is suitable for businesses that rely on detailed analytics and reporting to track project progress, financial performance, team utilization, and profitability.

Who WorkflowMax May Not Be Suitable For:

  • Small Businesses and Startups: The extensive features and higher pricing tiers of WorkflowMax may be overkill for small businesses or startups with simpler project management needs and tighter budgets.
  • Non-Service-Based Businesses: While WorkflowMax offers robust project management capabilities, its focus on service-oriented industries may limit its suitability for businesses in manufacturing, retail, or other industries with different operational needs.
  • Users Preferring Simplicity: The breadth of features in WorkflowMax may be overwhelming for users who prefer simpler, more straightforward project management tools without the need for extensive customization and integration capabilities.
  • Organizations with Limited IT Resources: Implementing WorkflowMax effectively may require a certain level of IT expertise or resources, which could be challenging for organizations with limited IT support or technical capabilities.
Cost (from)

Standard: Starting at $45 per month

Standard with Lead Manager: Starting at $60

Premium: Starting at $95 per month

free practice subscription? ✗
trial? ✓
partner program: ✓
Support Channels
Mobile Platforms
Accounting Platforms

Xero

Integrations

Xero, Zapier, Hubspot, Runn, Ezzybills, Suitefiles, Dropbox, etc.

Geographies Served

USA, UK, Australia, and New Zealand

INDUSTRIES

Architecture, Business Consulting, Creative Agencies, Construction, Engineering, IT Consultants

CATEGORY

Project Management software

Disclaimer

The information provided about various software products on this website is sourced from third-party websites and publicly available resources. We strive to ensure that all data is accurate and up-to-date; however, we cannot guarantee its accuracy, completeness, or timeliness. Software companies frequently update their products and services, and such changes may not always be reflected immediately in our listings. Please verify all information with the software provider before making purchasing decisions. For deeper explanations, please read StackPlan’s Software Review Methodology.

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