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

Workmax is an avg workflow tool not impressed

What do you like best? Workmax flow nicely integrated with Xero and works okay. What do you dislike? I do not like how it doesn’t take Client information from Xero and create basic workflow -lots of data input. Recommendations to others considering the product No way too much data entry What business problems are you solving with the product? What benefits have you realized? Trying to manage workload

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 ...

Don't Trust the Document Management System

What do you like best? Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good. What do you dislike? You can't trust their document management system to appropriately save emails to the correct folders. It duplicates, stalls and, after a month of waiting for customer support, ended up loosing several months of emails, attachments, images and documents that were supposed to be saved to job folders. Very frustrating. When we asked ...

We switched to another WorkFlow management system that was better

What do you like best? It was easy to log time on this and it was great to manage projects and check up on your tasks. I also like that you can export it onto Excel. What do you dislike? There are a lot of things that you can't do in comparison to other software, such as adding links, adding expenses etc. Recommendations to others considering the product I would look into other platforms first. What business problems are you solving with the product? What benefits have you ...

Simple software

What do you like best? It is easy to input time and write notes. Easy to read after inputting time. What do you dislike? It's difficult to edit or change times you have entered. Recommendations to others considering the product It's a basic time keeping software. It's not difficult to use but takes some getting used to. What business problems are you solving with the product? What benefits have you realized? It's a good tool for project management.