Side-by-side comparison of features, reviews, pricing and more
Category: Project Management Tool
Industries: Productivity, Marketing, Business
Category: Project Management Tool
Industries: Marketing, Business, Fianncial
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Sir Richard Branson
WorkflowMax has been preset and designed with different management tools which puts in more accuracy in our work and allow us to manage our projects in more convenient ways. In our organization, we mostly have to deal with projects which are based on small teams dealing with different tasks at a time. So we always use this tool in order to perceive the notifications and the instant updates. The tasks can also be continuously coordinated and projected by the management teams to assists the team in their work. We can share messages and forms groups which allows us to enhance our performances in a better way and deal with the tasks in efficient manner.Hellen S.
WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with our all-in-one system. Track leads/quotes/timesheets/job tracking/costing/invoicing/reporting plus Integrates with 30+ other systems. Try it now!
My favorite feature in Groove is the canned replies. If you get frequent support tickets and need an easy answer for them, you can write them early and pull them out to answer the same question over and over again. I use Canned replies for our Proactive Support. We let our clients know the issues they are having before they even know they are having them.Maxwel B.
Build better customer experiences with Groove. Everything you need to convert, support, and delight your customers. Everything in one place. No matter how you talk with your customers (email, social media, chat, or the phone), easily keep track of it all in our intuitive dashboard.
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
I absolutely love the broad automation functions of Groove that optimise all of my outbound communication and the tracking behind it. In my opinion Groove the most important software beneath Salesforce for any sales professional. It safes time, brings efficiency and transparence to my daily worklife. Especially the tracking of my own sales activities tackles a big pain of mine.
- Peter H. Enterprise Account Executive
My favorite tool within Groove is the feature that allows me to see when and how many times a client has opened my email. This allows me to gauge the intended recipient's interest level, which helps me determine where I need to spend my efforts. I also love having the ability to create a template and insert that template within an email. This saves me tons of time instead of having to retype the same email for multiple recipients.
- Nicole H. Associate District Manager
THe dynamic text is something I don't use
- Jim G. Senior Account Executive
|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."|
|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."|
|We are helping to solve the issues that clients get when using their websites|
|It's been a great way to keep on top of problems that are being reported|
|It is good to keep track of all the support requests that we get in|
|It's a great way to keep on top of issues reported by clients|
|Okay, so at first I was a bit upset about having to learn a new music player through Microsoft|
|But I quickly embraced the Groove and love to use it|
|It Helps me keep my sanity|
|If this is the Groove that I am reviewing, the ability to put on my playlist and headphones keeps me sane."|
|I can see the list of Labels we've created by going to Settings > Ticketing > Labels, but I have no way to view the tickets that have been assigned those Labels|
|Agent collision happens regularly and there is no "play" button to automatically go from ticket to ticket|
|There isn't an easy way to prioritize customers by spend|
|Frequent updates move features around and sometimes makes it difficult to find something that you use every day|
|Keeps things in order amongst our small team|
|I am frustrated by the KB though."|
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