Marg WorkflowMax
Marg ERP 9+
3.6
Write Review
What is WorkflowMax?
WorkflowMax is a comprehensive cloud-based job management software tailored for service businesses, especially those in creative, consulting, IT, and engineering industries. It provides end-to-end project tracking capabilities, including quoting, time tracking, job costing, task assignment, document management, and invoicing. By centralizing project workflows in one system, WorkflowMax helps teams streamline operations, improve productivity, and maintain real-time visibility across all stages of a job.
Why Choose WorkflowMax?
Businesses choose WorkflowMax for its all-in-one project and job management functionality, which eliminates the need for multiple disconnected tools. It’s ideal for service-based firms that need to track billable hours, manage team workloads, and generate accurate quotes and invoices. With seamless integration into Xero accounting software and other productivity tools, it simplifies financial and operational processes, helping teams save time and reduce errors.
Benefits of WorkflowMax
WorkflowMax offers several key benefits including improved job visibility, better project tracking, and accurate time and cost management. It enables teams to optimize workflows, reduce admin overhead, and bill clients faster with more accuracy. Additionally, the software helps improve collaboration by keeping all job-related data centralized and accessible, thus enhancing client satisfaction through more timely and transparent project delivery.
How to Use WorkflowMax
Using WorkflowMax starts with setting up your job or project by entering client details and creating tasks or milestones. Team members can then log their time against specific jobs, track progress, upload relevant documents, and update job status. Managers can generate quotes, assign tasks, monitor budgets, and create invoices, all from within a single interface—while integrated reports offer insights into project performance and financials.
Features of WorkflowMax
Key features of WorkflowMax include job and task management, time tracking, client management, quoting and invoicing, document storage, team scheduling, and powerful reporting tools. The platform also supports lead management, purchase orders, and integrates with tools like Xero, Dropbox, and Google Drive, offering a complete business workflow solution for project-based firms.
Pricing of Marg ERP-Pharmaceutical Industry Software
Pricing plans
Introduce pricing plans
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Standard
USD 45.00 //Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Quoting
- Mobile application
- Client manager
- Custom fields
- Time sheets
- Purchase orders
- Invoicing
- Job costing
- Xero integration
- Document management
- Reporting
- Job management
- Quoting
- Mobile application
- Client manager
- Custom fields
- Time sheets
- Purchase orders
- Invoicing
- Job costing
- Xero integration
- Document management
- Reporting
- Job management
Premium
USD 95.00 //Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Includes features of the standard plan
- plus
- Productivity reporting
- Client groups
- Recurring invoices
- Xero invoice import
- Includes features of the standard plan
- plus
- Productivity reporting
- Client groups
- Recurring invoices
- Xero invoice import
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket),Business Hours |
| Customization: | No |
| Languages Support: | English |
Who uses WorkflowMax
Company Details
- Company Name: WorkflowMax
- Headquarter: Auckland,
WorkflowMax Description
WorkflowMax is an all-in-one cloud-based job management software designed for service-based businesses such as agencies, consultants, architects, engineers, and IT firms. It streamlines the entire workflow by combining project management, time tracking, job costing, quoting, invoicing, and reporting into a single, user-friendly platform. Businesses choose WorkflowMax to gain greater visibility and control over their operations, reduce administrative overhead, and enhance team productivity. The software helps improve profitability by ensuring accurate billing and time tracking, while also fostering better collaboration and client satisfaction. Easy to use and highly customizable, WorkflowMax integrates with popular tools like Xero, Google Drive, and Dropbox, making it a scalable and efficient solution for managing end-to-end project workflows.
Key Features & Specifications
- Timeline View
- Project Templates
- Idea Management
- Kanban Board
- Recurring Task Management
- Time & Expense Tracking
- Task Management
- Status Tracking
- Resource Management
- Requirement Management
- Project Planning
- Portfolio Management
- Percent-Complete Tracking
- Milestone Tracking
- IT Project Management
- Issue Management
- Budget Management
WorkflowMax Video
Alternative
More Alternative
Keka HR Payroll Platform Screenshots
User Reviews
WRITE A REVIEW
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.
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 realized?
We were able to allocate the correct amount of time to the correct client. Sometimes, it can be hard to predict how much time you're spending on a client without measuring it from the start.
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 customer service, they didn't know why and didn't offer a solution.
Recommendations to others considering the product
They aren't listening to consumers... and fixing issues. Most of their time has been put into things like "single sign on" with Xero... but even that has its issues.
What business problems are you solving with the product? What benefits have you realized?
Interface is ok, but takes several months to setup and get used to. Also managing tasks for employees for small business is based on larger, long-term projects rather than short design projects. I wouldn't recommend it for small design agencies.
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 projects.
Recommendations to others considering the product
In a word and a half, "don't". At this point in time, unless you are a very small organization, WorkflowMax is not an appropriate tool and doesn't provide the level of sophistication required to properly manage even medium sized projects.
What business problems are you solving with the product? What benefits have you realized?
The business problem we attempted to solve was having our project management/accounting systems act effectively as one system. We did realize this benefit, but other than this, WorkflowMax was disappointing
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
Keka HR Payroll Platform Key Clients
Frequently asked questions
Everything you need to know about discovering, comparing, and choosing the right AI software for your business.
WorkflowMax has 2 plans,
- Standard USD 45.00 /Month
- Premium USD 95.00 /Month
WorkflowMax is the Project Management Software With Time Tracking used for the below functionalities.
Top 5 WorkflowMax features
- Timeline View
- Project Templates
- Idea Management
- Kanban Board
- Recurring Task Management
WorkflowMax provides Online (Ticket),Business Hours support.
WorkflowMax is allowed 0 Days Free Trial.
WorkflowMax provides Help Guides,Video Guides,Blogs for the software training.
Need Help Selecting
the Right AI Solution?
Speak with our team for tailored recommendations and insights to accelerate your AI adoption.
