WorkflowMax vs. Zoho Projects

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Zoho Projects
Score 8.8 out of 10
N/A
Zoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.
$0
Pricing
WorkflowMaxZoho Projects
Editions & Modules
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Free
$0
Premium
$5
per month per user
Enterprise
$10
per month per user
Project Plus
Contact Sales
Offerings
Pricing Offerings
WorkflowMaxZoho Projects
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional DetailsDiscount offered for annual billing.
More Pricing Information
Community Pulse
WorkflowMaxZoho Projects
Considered Both Products
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 It was very outdated, difficult to use, and didn't provide easily producible reports.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.
Zoho Projects
Chose Zoho Projects
I won't say that Zoho Projects is the best in comparison to its competitors, however, it does exactly what we need it to do and we are saving on the monthly fees we are paying for its competitors. The pros outweigh the cons. I would say that it's also not the fastest in terms …
Chose Zoho Projects
Zoho CRM, Zoho Desk and Zoho Backstage
Chose Zoho Projects
We decided on Zoho Projects since the integration with Google Workspace is easier to perform. Also, the way to create our project templates was faster to perform, and we could integrate our final customers on all of their tasks that need focus. Finally, the principal point is …
Chose Zoho Projects
We use other project management tools in other departments, I personally like Zoho Projects best because of the customization in terms of automation and customized reports in Zoho Analytics. The dashboards and data that can be used for decision making, tracking and management …
Chose Zoho Projects
I would choose Hubspot & Asana over Zoho because of their intuitive UIs and functionality. I would choose Zoho over Basecamp only when you are managing hundreds of projects.
Chose Zoho Projects
I found it easier to work with Zoho Projects. While working with WorkZone, my system got stuck between my work, and it cost us time to restart all of it. I couldn't switch between my work on WorkZone and my teammate; we're also having the same problem as I did. So we switch to …
Chose Zoho Projects
MSP - Windows based. Not collaborative. Complex UI. Cannot be shared with people outside the organization easily. Cannot set security levels for users to access projects based on the rights granted to them.
Trello and Asana - Expensive subscription plan. Limited …
Chose Zoho Projects
Zoho Projects is far superior as a project management tool compared to the simple ones we investigated. The pricing was very competitive to the market and the free trial helped out with our proof of concept. Compared to Workfront, you get similar functionality but at a …
Chose Zoho Projects
We were testing out ASANA at the time we moved on to Zoho. Zoho seemed to have more features that met our needs. Asana was not quite developed to the point of our liking. Zoho has an awesome calendar function that I loved, which Asana did not.
Chose Zoho Projects
In this case, I already use other Zoho products, so I didn't review others and stuck with the simplicity of linked tools.
Chose Zoho Projects
Zoho has attractive pricing. Additionally, it really gives a 10,000 foot view of long term projects and that was something we needed.
Chose Zoho Projects
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third …
Chose Zoho Projects
I used Zoho projects initially because it was easy to setup and gets going for FREE. The best thing you can get out of Zoho projects is that it needs zero setup time. It is also a great tool for manage projects, however not that suitable for product management, I believe. Jira …
Chose Zoho Projects
  • Easy to deploy
  • Clear design and a good mobile app
  • Very good document and chat management
Chose Zoho Projects
I have tried other task management products before I signed up for Zoho. The primary difference is Zoho projects goes beyond tasking. And the second factor is the operational mechanism you have behind it. If your operational framework is right, Zoho project will be the single …
Chose Zoho Projects
We haven't used any other PM type projects so I can't say how Zoho Projects is vs some others but we've always had lists of things to do on ruled pads and white boards and while it functioned, using Zoho Projects significantly made a huge difference to our entire team. Plus, if …
Chose Zoho Projects
SmartSheet is less user-friendly and more like a spreadsheet tool. Community Building (in the case of SmartSheet) is not encouraged within a millennial staffed company.
Chose Zoho Projects
The interface of Zoho Projects is so clean and modern compared to the others. The functions and abilities of this product outshone it competitors and the price is very reasonable and competitive. Finding and adding information in Zoho Projects is very easy even for a novice. …
Chose Zoho Projects
We have also evaluated Clarizen and although it's a good product, we are not quite ready to scale up to this yet.
Features
WorkflowMaxZoho Projects
Project Management
Comparison of Project Management features of Product A and Product B
WorkflowMax
9.3
Ratings
19% above category average
Zoho Projects
6.6
Ratings
15% below category average
Task Management9.50 Ratings7.50 Ratings
Resource Management9.50 Ratings7.00 Ratings
Gantt Charts9.20 Ratings6.50 Ratings
Scheduling9.40 Ratings5.50 Ratings
Workflow Automation9.50 Ratings6.00 Ratings
Team Collaboration9.50 Ratings7.50 Ratings
Support for Agile Methodology8.90 Ratings6.30 Ratings
Support for Waterfall Methodology9.20 Ratings8.00 Ratings
Document Management9.20 Ratings6.00 Ratings
Email integration9.40 Ratings6.00 Ratings
Mobile Access9.20 Ratings5.00 Ratings
Timesheet Tracking9.60 Ratings7.50 Ratings
Change request and Case Management9.10 Ratings6.90 Ratings
Budget and Expense Management9.40 Ratings6.00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
WorkflowMax
9.5
Ratings
23% above category average
Zoho Projects
5.0
Ratings
41% below category average
Quotes/estimates9.70 Ratings5.50 Ratings
Invoicing9.50 Ratings5.00 Ratings
Project & financial reporting9.70 Ratings6.50 Ratings
Integration with accounting software9.20 Ratings3.00 Ratings
Best Alternatives
WorkflowMaxZoho Projects
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
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InEight
Score 8.3 out of 10
Enterprises
InEight
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Score 8.3 out of 10
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Score 8.3 out of 10
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User Ratings
WorkflowMaxZoho Projects
Likelihood to Recommend
8.8
(0 ratings)
6.5
(0 ratings)
Likelihood to Renew
9.0
(0 ratings)
9.9
(0 ratings)
Usability
9.0
(0 ratings)
5.6
(0 ratings)
Availability
-
(0 ratings)
9.0
(0 ratings)
Performance
-
(0 ratings)
9.0
(0 ratings)
Support Rating
7.0
(0 ratings)
7.4
(0 ratings)
Online Training
-
(0 ratings)
9.0
(0 ratings)
Implementation Rating
9.1
(0 ratings)
8.0
(0 ratings)
User Testimonials
WorkflowMaxZoho Projects
Likelihood to Recommend
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
My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
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Pros
  • 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
  • Swiss Army Knife: The suite of Zoho projects can be tailored to fit the needs of any business. It's great to have a bunch of different software offerings that will work together seamlessly.
  • Task Customization: Zoho allows you to customize your tasks more than other platforms (add start dates, due dates, dependencies, subtasks...)
Read full review
Cons
  • 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)
Read full review
  • More flexibility on making the user interface more compact (like Excel or MSP). Current interface is well spaced, but some users may like a more compact view.
  • More simplified Gantt Charts that help us understand progress and dependencies.
  • Ability to export projects to Excel for sharing with others we can't/don't want to bring on to Zoho projects
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Likelihood to Renew
Because we can't imagine being without it!
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Zoho has been able to fit the needs of our Engineering organization. The employees and management that are using it have not found a 'catastrophic' reason to discontinue use. Although certain features and better support mechanisms would be much better, it has been able to keep with both basic needs and more advanced ones. A majority of the company has enjoyed the basic interface it offers, the apps it has for iPhone and Blackberry, the mobility of updating a project without needing to be connected to any type of server. There are still improvements that can be made in future releases but as the person who originally purchased the solution for our company, I have found it to be an excellently priced solution in the functionality it offers.
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Usability
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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Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
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Reliability and Availability
No answers on this topic
Has not been down to my knowledge.
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Performance
No answers on this topic
Speed meets my expectations.
Read full review
Support Rating
We have had very few issues with Max
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Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
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Implementation Rating
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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No answers on this topic
Alternatives Considered
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
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
Read full review
Return on Investment
  • 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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  • Unfortunately, prior to creating Project Task Templates we'd occasionally miss a step and something that was necessary would be overlooked.
  • The creation of the Project Templates was a team collaborative effort to make sure that everyone had some input as different people was integral to specific projects.
  • It took a little while to learn some of the more tricked out features like task dependency but even starting out with the most basic of features was very significant.
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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

Zoho Projects Screenshots

Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.