WorkflowMax vs Whatfix

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

WorkflowMax

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

Pricing

Starting From:

$10.50 /month

Whatfix

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

Pricing

Request for a Price

20M+ Downloads
5/5

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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

Whatfix reviews

This application is really easy to use for you and your clients. Since we created a platform with so much content in TravelContact, Whatfix helps our customers know every detail we offer. Now our clients, such as travel advisors, agencies, DMC have two different tools to make life easier for them. On the other hand Whatfix´s support team has been impressive, they have solved every doubt or inconvenience that we have presented throughout the process.

- Iziar R. Ejecutivo de Ventas Estados Unidos

Fantastic product, easy company to work with. Highly reccomend!

- Neil D. Head of Product

So far we've encountered very few if any, issues while using the Whatfix product. Our experience has been extremely positive. Any feedback that we do have, Whatfix quickly responds and adapts, continually improving their service.

- Addie C. Product Manager

Pros & cons

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."

Whatfix

Pros
Best value I found when researching for a product like this
Also the service can not be beat
Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions
Their team really helped us during a project we were doing, and I think they would be great for any company looking for help
This is a must to onboard customers and drive retention
I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers."

Cons
The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do
If you do not follow the steps exactly described in the Flow, then you drop out and need to start Flow from the beginning
The End-users does not have time to restart the Flow
Setting up analytics is a little difficult and an added step to check
It is lack of analytical features
Some features is not easy to configure."

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