Side-by-side comparison of features, reviews, pricing and more
Category: Project Management Tool
Industries: Productivity, Marketing, Business
Starting From:
$10.50 /month
Category: Project Management Tool
Industries: Productivity, Marketing, Financial
MONTHLY
$249 /Concurrent User/Month
ANNUAL
$199 /Concurrent User/Month
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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 do not like the program as it takes to many steps to create invoices and find it to be a waste of time during billing. there is not a way to customize our invoices per the clients needs.
- Debra P. Accountant
We have been able to collaboratively work better between the accounting and management team
- Gloria W. Accountant
There have been some learning curves coming from QB. In my opinion, QB has set a standard for accounting softwares where the rest of the industry has followed suit. Cons are not necessarily from the software, but in breaking habits that had become "our" normal.
- Amy S. Director of Operations
| 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." |
| Pros |
|---|
| I absolutely love the Job Dashboard because it gives a great overview of the project, of what is outstanding and helps us stay on track |
| We have really enjoyed starting to work in the Premier software |
| It has been helpful in realizing lots of efficiencies in reporting WIP and submitting monthly draw requests on time |
| I am very pleased with our choice and feel that it will allow our company to perform and grow profitably and efficiently in the future |
| This software is the first of its kind to give us real time financial information on our projects and company as a whole |
| The Job Dashboard and Job Forecast screens are everyone's favorite." |
| Cons |
|---|
| Frequent errors and calculation inconsistencies (specifically with rounding amounts) |
| We initially did struggle to bring over some of our information per project |
| The implementation took longer than I expected, in part because I underestimated the effort required to do it |
| Many errors and not all the features (especially accounting or reporting) are not well developed." |
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