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
Considered Both Products
Whimsical
Chose Whimsical
Clickup's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to …
Chose Whimsical
Miro has a slight edge in UI but Whimsical is not far behind.
Chose 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 …
Chose Whimsical
Whimsical is much easier to learn than Lucidchart. We had coworkers up and running on Whimsical with little to no training. It's intuitive and just makes sense and it never freezes or times out, unlike some other tools we've used in the past. The monthly cost is also …
Chose Whimsical
I like the wireframing/web mockups a little better in Whimsical. I still do use Miro for some other uses (simple sprints/onboarding exercises).
Chose Whimsical
Whimsical nails early stage project exploration. Whether it’s mapping, wire-framing, or simply whiteboard collaboration, Whimsical provide a flexible toolset that puts you and your team in the correct mindset to explore ideas without feeling committed to a specific direction. …
Chose Whimsical
I've tried a few different services similar to Whimsical, and like the simplicity of Whimsical - as it's very easy to learn how to use and begin creating. The price is also better than a lot of competitors. There are quite a few options for creating wireframes, flowcharts and …
Chose Whimsical
Whimsical has a flexible interface and a more cost-friendly plan than Lucidchart. Whimsical allows you all the room to create whatever comes to mind in one space, whereas with other products, you have to create a separate document to use the different functions. Other apps like …
Chose Whimsical
Whimsical is simpler and easier to use than InVision. Not as many design capabilities, but much better interface.
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
WhimsicalWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Whimsical
-
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
Whimsical
-
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
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
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Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
WhimsicalWorkflowMax
Likelihood to Recommend
9.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
8.0
(0 ratings)
9.0
(0 ratings)
Support Rating
5.7
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
WhimsicalWorkflowMax
Likelihood to Recommend
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.
Read full review
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.
Read full review
Pros
  • Simple to use
  • Tons of uses
  • Can be customized with themeing
  • Can organize all your boards pretty much however you want
Read full review
  • 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.
Read full review
Cons
  • It can be a little frustrating trying to line things up exactly right but that's probably more user error than anything
Read full review
  • 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
Whimsical is overall very easy to learn and remember. One issue with the usability occurs when you attempt to move connected boxes around the workspace. Frequently connections break or do not add easily, causing further disconnects. You can manually fix these issues, but it's a oprobem that seems would have an easy fix
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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
Read full review
Support Rating
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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We have had very few issues with Max
Read full review
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?
Read full review
Alternatives Considered
ClickUp's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to worry about that. Also, I wanted to continue working on a mind map wherever I was, even if I didn't have my laptop or device with me and Whimsical allows me to do that.
Read full review
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
  • We've been using free version, so it's a no brainer.
  • As it helps us focus on the information organization process, we don't lose time redoing work due to the lack of planning before doing design or code.
  • We can collaborate on the same project, so it's easier to get things done as we're working from home as well.
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  • 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

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