Whimsical vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Whimsical
Score 8.5 out of 10
N/A
Whimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.
$12
per month per editor
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
WhimsicalWorkflowMax
Editions & Modules
Pro
$12
per month per editor
Business
$18
per month per editor
Enterprise
$240
per year per editor
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
WhimsicalWorkflowMax
Free Trial
NoYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details17% discount for annual billing on Pro and Business plans.
More Pricing Information
Community Pulse
WhimsicalWorkflowMax
Features
WhimsicalWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Whimsical
-
Ratings
WorkflowMax
9.3
27 Ratings
20% above category average
Task Management00 Ratings9.525 Ratings
Resource Management00 Ratings9.56 Ratings
Gantt Charts00 Ratings9.23 Ratings
Scheduling00 Ratings9.419 Ratings
Workflow Automation00 Ratings9.54 Ratings
Team Collaboration00 Ratings9.519 Ratings
Support for Agile Methodology00 Ratings8.93 Ratings
Support for Waterfall Methodology00 Ratings9.23 Ratings
Document Management00 Ratings9.219 Ratings
Email integration00 Ratings9.44 Ratings
Mobile Access00 Ratings9.221 Ratings
Timesheet Tracking00 Ratings9.624 Ratings
Change request and Case Management00 Ratings9.111 Ratings
Budget and Expense Management00 Ratings9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Whimsical
-
Ratings
WorkflowMax
9.5
27 Ratings
23% above category average
Quotes/estimates00 Ratings9.723 Ratings
Invoicing00 Ratings9.527 Ratings
Project & financial reporting00 Ratings9.722 Ratings
Integration with accounting software00 Ratings9.227 Ratings
Best Alternatives
WhimsicalWorkflowMax
Small Businesses
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Score 9.0 out of 10
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Score 9.0 out of 10
Medium-sized Companies
InEight
InEight
Score 8.3 out of 10
InEight
InEight
Score 8.3 out of 10
Enterprises
InEight
InEight
Score 8.3 out of 10
InEight
InEight
Score 8.3 out of 10
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User Ratings
WhimsicalWorkflowMax
Likelihood to Recommend
9.0
(9 ratings)
8.8
(28 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(1 ratings)
Usability
8.0
(1 ratings)
9.0
(2 ratings)
Support Rating
5.7
(3 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
WhimsicalWorkflowMax
Likelihood to Recommend
Whimsical
It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.
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Xero
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
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Pros
Whimsical
  • Simple to use
  • Tons of uses
  • Can be customized with themeing
  • Can organize all your boards pretty much however you want
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Xero
  • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
  • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
  • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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Cons
Whimsical
  • It can be a little frustrating trying to line things up exactly right but that's probably more user error than anything
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Xero
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
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Likelihood to Renew
Whimsical
No answers on this topic
Xero
Because we can't imagine being without it!
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Usability
Whimsical
It's fairly intuitive, I rarely have any problems using the app. The layout is pretty user-friendly and easy to adapt to. There's a lot of tooltips to help with the various features and functions, so it's very easy to get self-help for the most part. Overally, I'm pretty happy and satisfied with the usage of Whimsical for mind-mapping.
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Xero
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
Whimsical
I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.
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Xero
The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating
Whimsical
No answers on this topic
Xero
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
Whimsical
Whimsical is so much easier and has a better interface, so I think it's more suited to our workflow if compared to other tools like Google Charts. I really love this tool and I'm looking to learn and use it even more, as it helps us optimize our time, planning, and delivering more efficiently.
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Xero
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 needed and they had a no refund policy!
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Return on Investment
Whimsical
  • No hard numbers I can quote. Other than the free plan has been adequate for my needs.
  • It's my go to mind mapping tool.
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Xero
  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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ScreenShots

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