Projectworks vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Projectworks
Score 8.9 out of 10
N/A
Projectworks cloud-based software automates time-tracking, invoicing, resourcing, forecasting, and reporting, getting experts out of the project weeds. Projectworks integrates with any existing tech stack, saving time on data double handling. Projectworks integrates with Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, Salesforce, and other applications. Business users of Projectworks start with comprehensive training, expert data migrations, and responsive…
$19
per month per user
WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
ProjectworksWorkflowMax
Editions & Modules
Build
$19
per month per user
Scale
$27
per month per user
Unleash
$45
per month per user
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
ProjectworksWorkflowMax
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup Fee$1,000 (starting cost for implementation)No setup fee
Additional DetailsThe minimum number of users is 10. There is a 10% discount for annual pricing.
More Pricing Information
Community Pulse
ProjectworksWorkflowMax
Considered Both Products
Projectworks

No answer on this topic

WorkflowMax
Chose WorkflowMax
It was overwhelming to configure ConnectWise Manage and was pricey compared to WorkflowMax, which was well embraced by all our employees.
Chose WorkflowMax
I think workflowmax does a little more than Thomson Reuters workflow because they have the additional feature of employee tracking for payroll use. Thomson Reuters does a good job at getting a project from start to finish, but workflowmax gives better reports and allows more …
Chose WorkflowMax
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the …
Chose WorkflowMax
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
Chose WorkflowMax
I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was …
Chose WorkflowMax
It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax.
Chose WorkflowMax
Not as easily configured for the architecture and design field.
Chose WorkflowMax
I chose WorkflowMax because it seamlessly integrated with my accounting system Xero
Chose WorkflowMax
We tried a couple of solutions before settling on WorkflowMax, we chose WorkflowMax for as it did what we needed without being over complicated.

Chose WorkflowMax
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we …
Chose WorkflowMax
WorkflowMax was the first program I evaluated and it suited our business from the word go. There was no need to look elsewhere.
Chose WorkflowMax
Archioffice is clunky by comparison and quite regimented in what you can do or not. WorkflowMax offers quite a high degree of flexibility by comparison. Neither offers perfect graphics for invoice presentation (yet) whereas WorkflowMax's is quite acceptable or presentable. AO …
Chose WorkflowMax
I didn't get an option in the menu above for JobBag which was the previous system we used. My IT/production manager heard of WorkflowMax and invited the team to do a presentation. JobBag was not fulfilling our needs and we also wanted to move to a cloud-based system which could …
Chose WorkflowMax
I have only used Synergy and whilst this is good, the cost of Synergy was far too great for my practice.
Chose WorkflowMax
We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting.
Chose WorkflowMax
The previous programs I used are not listed. But having had to use two different programs to store client data and one for doing the quoting and invoicing was very time consuming. Client details and job details needed to be recorded in both programs, so multiple entries of data …
Chose WorkflowMax
In terms of CRM I always found Capsule to be clunky and difficult to use. WorkflowMax makes it easy for me to gather all the relevant info about our clients in one place with the document manager and also the custom fields that we can add in. I have been able to analyse where …
Chose WorkflowMax
More comprehensive than both of the above - better reporting, more flexible, better customisation.
Features
ProjectworksWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Projectworks
-
Ratings
WorkflowMax
9.3
Ratings
19% above category average
Task Management00 Ratings9.50 Ratings
Resource Management00 Ratings9.50 Ratings
Gantt Charts00 Ratings9.20 Ratings
Scheduling00 Ratings9.40 Ratings
Workflow Automation00 Ratings9.50 Ratings
Team Collaboration00 Ratings9.50 Ratings
Support for Agile Methodology00 Ratings8.90 Ratings
Support for Waterfall Methodology00 Ratings9.20 Ratings
Document Management00 Ratings9.20 Ratings
Email integration00 Ratings9.40 Ratings
Mobile Access00 Ratings9.20 Ratings
Timesheet Tracking00 Ratings9.60 Ratings
Change request and Case Management00 Ratings9.10 Ratings
Budget and Expense Management00 Ratings9.40 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Projectworks
-
Ratings
WorkflowMax
9.5
Ratings
23% above category average
Quotes/estimates00 Ratings9.70 Ratings
Invoicing00 Ratings9.50 Ratings
Project & financial reporting00 Ratings9.70 Ratings
Integration with accounting software00 Ratings9.20 Ratings
Best Alternatives
ProjectworksWorkflowMax
Small Businesses
Teamwork.com
Teamwork.com
Score 8.9 out of 10
Stackby
Stackby
Score 9.0 out of 10
Medium-sized Companies
Teamwork.com
Teamwork.com
Score 8.9 out of 10
InEight
InEight
Score 8.3 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.4 out of 10
InEight
InEight
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ProjectworksWorkflowMax
Likelihood to Recommend
-
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
-
(0 ratings)
9.0
(0 ratings)
Support Rating
-
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
ProjectworksWorkflowMax
Likelihood to Recommend
No answers on this topic
WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.
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Pros
No answers on this topic
  • Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
  • Really good for teams to keep up with where a project is at against the time left to achieve the goal
  • Great for keeping all the information for each project in one spot.
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Cons
No answers on this topic
  • Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
  • User permission levels need to be more flexible and ideally closely tied to Xero
  • Two way integration with Xero - ability to import invoices to specific jobs
  • Ability to save pdfs to purchase orders, invoices (like Xero)
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Likelihood to Renew
No answers on this topic
Because we can't imagine being without it!
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Usability
No answers on this topic
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
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Support Rating
No answers on this topic
We have had very few issues with Max
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Implementation Rating
No answers on this topic
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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Alternatives Considered
No answers on this topic
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
Read full review
Return on Investment
No answers on this topic
  • The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.
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ScreenShots

Projectworks Screenshots

Screenshot of a visualization that helps to understand capacity, who is available, and when more staff will be needed for work coming down the pipeline. Tag and filter staff by skills and certifications to help make the right staffing decisions.Screenshot of an example timesheet built for professional services firms. The timecode setup is flexible, to enable users to track how time is spent on projects at any level of detail.Screenshot of the interface for tracking project financials in real-time. This helps prevent projects from going over budget by always knowing their current financial status.Screenshot of a display showing how much of the budget has been burned through actual time spent, as well as what is planned. This lets users know when a project is going over budget. These forecasts can be used to set a billing schedule for fixed-price projects, and a percentage mode to support percentage-based billing. Invoicing runs can be started from the forecasts screen.Screenshot of an example invoice, which can be based on a timesheet (time and material / T&M), fixed price engagements, or percentage-based billing. It integrates with accounting systems.Screenshot of where to track actuals and see where a project will land against the project budget.

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax