Wer nutzt diese Software?
WorkflowMax provides a cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Durchschnittliche Bewertung103 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4 / 5
- Kundenservice 4 / 5
- Funktionen 3.5 / 5
- Preis-Leistungs-Verhältnis 4 / 5
- Startpreis 15,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Mobile - iOS Native
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2007
A single platform for all your job management needs; from quotes to timesheets, job tracking and costing to project management and reporting, invoicing, lead management and more. WorkflowMax is loved by more than 10,000 businesses and 100,000 people. It's a total cloud-based business solution for creative agencies, architects, engineers, lawyers, IT companies, construction firms, consultants - anyone else who bills by time. Integrates with Xero and 30+ other systems. Perfect for 5-100 users.
- Bestellungen ändern
- Integration in die Buchhaltung
- Mobiler Zugriff
- RFI und Vorlagen
- Agile Methodiken
- Anpassbare Vorlagen
- Traditionelle Methodiken
- Verfolgung der Kosten bis zur Fertigstellung
- Werkzeuge zur Zusammenarbeit
- Zeit & Kosten Verfolgung
Die hilfreichsten Reviews für WorkflowMax
Bewertet am 4.5.2016
Our most recommended Workflow management app
Kommentare: In our role as cloud app integrators and implementation experts, WorkflowMax is an essential app in Link Solutions' toolkit. We recommend it over and above any other workflow management app, and use it daily within our own business. The depth of features is significant and can be easily adapted to suit most business processes. The flow from lead management right through delivery and then to invoicing saves countless hours of administration and can deliver significant improvements to service delivery. Being a Xero company, the integration with Xero is understandably robust and extensive, and other useful add-on integrations are available. For example, at Link, we use Zendesk to manage our support tickets, and we're able to track our time in Zendesk and have this flow through to WorkflowMax timesheets with associated notes for reporting and billing. Put simply, we think WorkflowMax is a great system that offers exceptional value for money.
Vorteile: * Flexible and extensive feature set that can manage most business processes * General ease of use - while there are some traps for beginners, these are understable given the depth of features available * It's a Xero company, and benefits from the association in terms of a strong integration, customer support standards, and ongoing development * Pricing is excellent and suits a range of businesses from small operators through to large enterprises * Significant job and task templating abilities allow multiple activity streams to be systematised within one application * Powerful reporting engine with the ability to extend with custom reports
Nachteile: * Retentions and variations can be difficult to manage for construction companies * Inventory management is non-existent, which while understandable in a workflow management app does limit use for service-based firms that also provide product * The mobile app could do with further extensions to the range of features available * If you are looking for a fully featured CRM that you need to integrate with a email marketing system (like Mailchimp) you may need to use a standalone app
Bewertet am 8.10.2018
Functionality & Reporting
Kommentare: Workflow max helps to solve the issue of effective invoicing of time worked on each client. Workflow max has also helped our firm when it comes to GST time - the way workflow max integrates with Xero makes filing GST returns with Inland Revenue very simple, and lets you easily keep track of GST returns and to make sure that all returns have been filed before the due date.
- Workflowmax has the ability to let the user create and design their own reports, which can come in very handy for workflow planning purposes. Saves staff all trying to navigate through a single spreadsheet!
- This is an effective program to record staff hours, which also allocates your time entries to the jobs you are working on, which helps when it comes time to bill clients.
- The tax alerts on the dashboard are a good way to double check tax returns after they have been assessed by IRD, which is a good reminder to check any returns that have been assessed as different as it raises a red flag and makes you look into it.
Nachteile: The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.