Planful vs WorkflowMax

Side-by-side comparison of features, reviews, pricing and more

Planful

Category: Project Management Tool
Industries: Marketing, Business, Fianncial

Pricing

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WorkflowMax

Category: Project Management Tool
Industries: Productivity, Marketing, Business

Pricing

Starting From:

$10.50 /month

20M+ Downloads
5/5

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Planful reviews

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to

- Angel W. IT Controller

Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.

- Bradley G. Manager

Host Analytics Dynamic Planning has been the most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year's career. Their customer support is second to none, and has always been there to solve any issues we encounter. The platform is ever-changing, based on challenges faced by and recommendations made by their customers. Each time operations requests a new or different way to analyze our market conditions, financial results, or forecasted projections, our department can produce their requests quickly and in real-time.

- Janet G. Vice President, Planning and Analysis

WorkflowMax reviews

Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

- Eabyn F. Graphic Designer

Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good.

- Kara H. Owner

Can feel very busy at times, but that's not the UI's fault. Just a matter of how much work is being put into the program.

- Josh O. Digital Marketing Coordinator

Pros & cons

Planful

Pros
OVerall is a great tool for the ease of standardizing and managing our reports
Great experience for me
We have a dedicated business systems resource on our team who helps a lot
Can include links to images of transaction source documents, providing great transparency in reporting
Spotlight for Excel add in to develop custom, refreshable reports is a great help
I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides."

Cons
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time
The interface is pretty dated
I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain
We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task
The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome."

WorkflowMax

Pros
The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful
I was looking for a project management software that I can offer as a business solution to my small business clients and WorkflowMax is the clear winner
Being able to just seamlessly push sales and supplier invoices straight out of workflowmax into xero is excellent
It gives us a great overall solution for the business
One of the great things about Workflowmax is the fact that it's paperless
This is important to us because as an environmental agency we should practice what we preach."

Cons
It can be difficult to use if you don't watch the tutorials first
Customizable reports are still limited and basic
Lacks multi-line quotes itemization
Getting my head round some of the accountant figures that appear (My lack of knowledge, not the softwares issue)
Typically, paperwork goes missing, emails go missing."

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