WorkflowMax

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All-in-one project management software

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WorkflowMax Evaluation Snapshot

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User RatingNot rated yet
Starting Price$20 / month
Free Trial7 Days
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersNew Zealand
✎
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Product Overview

WorkflowMax Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About WorkflowMax

WorkflowMax is a comprehensive software solution tailored to assist businesses manage projects and tasks. It simplifies project management by offering tools for time tracking, job tracking, and invoicing. With WorkflowMax, users can create detailed project plans, assign tasks to team members, and monitor progress in real-time. The software also streamlines financial processes, allowing for accurate cost tracking and seamless invoicing to clients. It integrates with various popular accounting software like Xero, providing a seamless end-to-end solution for project-based businesses. WorkflowMax enhances productivity, improves project visibility, and helps organizations deliver projects on time and within budget. It's a valuable tool for businesses looking to streamline their project management and financial processes efficiently.
Company Xero
Founded 2006
Headquarters New Zealand
Employees 11-50

Support

Email Chat Knowledge Base

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Information Technology & Services
Category-Based Capabilities

WorkflowMax Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Field Service Management Software 24 selected features Open category ↗ ⌄
Routing Online Time Clock Dispatch Management Service History Customizable Forms Contract/License Management Alerts/Notifications Payment Collection Real Time Data Electronic Signature Work Order Management Quotes/Estimates Scheduling Billing & Invoicing Inventory Management Activity Tracking CRM Accounting Integration Maintenance Scheduling File Storage Contact Database Mobile Access GPS Calendar Management
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments Billing Portal Project Billing Tax Calculation Multi-Currency Reporting & Statistics Contact Database Third-Party Integrations Credit Card Processing Customizable Invoices Time & Expense Tracking Invoice Processing Reminders Payment Processing Document Management Hourly Billing Contingency Billing Quotes/Estimates
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal Pricing Management CRM Electronic Signature Contract/License Management Discount Management Document Management Cataloging/Categorization Reminders Customizable Branding Third-Party Integrations Proposal Generation Electronic Payments Contact Management Activity Dashboard Billing & Invoicing Drag & Drop Automated Quoting Estimating
Subcontractor Software 19 selected features Open category ↗ ⌄
Cost Estimating Project Tracking Document Management Time & Expense Tracking Project Time Tracking Task Management Qualification Tracking Contract/License Management Communication Management Calendar Management Contractor Management Time Tracking Customizable Reports Budgeting/Forecasting Task Scheduling Bid Management Multiple Projects Alerts/Notifications Subcontractor Monitoring
Time and Expense Software 16 selected features Open category ↗ ⌄
Project Tracking Approval Workflow Time Tracking by Project Reimbursement Management Mobile App Employee Management Time Tracking Billing & Invoicing Payroll Management Invoice Management Vacation/Leave Tracking Timesheet Management Activity Tracking Expense Tracking Time Tracking by Client Reporting/Analytics
Pricing Information

WorkflowMax Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗
STANDARD
$20 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

WorkflowMax FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

WorkflowMax is a comprehensive software solution tailored to assist businesses manage projects and tasks. It simplifies project management by offering tools for time tracking, job tracking, and invoicing. With WorkflowMax, users can create detailed project plans, assign tasks to team members, and monitor progress in real-time. The software also streamlines financial processes, allowing for accurate cost tracking and seamless invoicing to clients. It integrates with various popular accounting software like Xero, providing a seamless end-to-end solution for project-based businesses. WorkflowMax enhances productivity, improves project visibility, and helps organizations deliver projects on time and within budget. It's a valuable tool for businesses looking to streamline their project management and financial processes efficiently.

  • No, WorkflowMax does not offer a free version.

  • No, WorkflowMax does not offer any free trial.

  • WorkflowMax offers the following pricing plans & packages:

    STANDARD

    $20 Per Month

  • WorkflowMax supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, WorkflowMax does not offer an API.

  • WorkflowMax offers support with the following options:
    • Email , Chat , Knowledge Base

  • WorkflowMax offers training with the following options:
    • Webinar , Documentation

  • WorkflowMax supports the following languages:
    • English

  • Following are the typical users of the WorkflowMax:
    • Small-Business , Midsize-Business

  • WorkflowMax supports the following deployment:
    • Cloud Hosted

  • WorkflowMax supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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