Wat is WorkflowMax?

Eén platform voor al je behoeften op het gebied van taakbeheer, wereldwijd gebruikt door meer dan 10.000 dienstverlenende bedrijven. Bekijk al je uitgaven in het taakkostensysteem zodat je niet onaangenaam verrast wordt door rekeningen. Weet meteen hoe kosten en facturen zich opstapelen in het kostensysteem voor werkorders. Bekijk je geschatte kosten opgesplitst in afzonderlijke taken. Meet de werkelijke kosten zodra deze binnenkomen, om te zien of je medewerkers de juiste prijs in rekening brengen. Krijg volledig inzicht en bekijk de winstgevendheid van je opdrachten in één oogopslag. Probeer het nu gratis!

Wie gebruikt WorkflowMax?

WorkflowMax biedt een cloudgebaseerde zakelijke oplossing voor creatieve bureaus, architecten, ingenieurs, landmeters, advocaten, IT-bedrijven, bouwbedrijven, consultants en iedereen die op uurbasis factureert.

Waar kan WorkflowMax worden geïmplementeerd?

Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobiel), iPhone (mobiel), iPad (mobiel)

Over de leverancier

  • Xero
  • Opgericht in 2006
  • Chatten

Beschikbaar in deze landen

Australië, Canada, China, Duitsland, India en nog 4 andere

Talen

Engels

Over de leverancier

  • Xero
  • Opgericht in 2006
  • Chatten

Beschikbaar in deze landen

Australië, Canada, China, Duitsland, India en nog 4 andere

Talen

Engels

Video's en afbeeldingen van WorkflowMax

WorkflowMax Software - 1
WorkflowMax Software - 2
WorkflowMax Software - 3
WorkflowMax Software - 4
WorkflowMax Software - 5
Nog 6 andere bekijken
WorkflowMax-video
WorkflowMax Software - 1
WorkflowMax Software - 2
WorkflowMax Software - 3
WorkflowMax Software - 4
WorkflowMax Software - 5

Vergelijk de kosten van WorkflowMax met soortgelijke producten

WorkflowMax

US$ 15,00/maand
Gratis versie
Gratis proef
N/A
Gratis versie
Gratis proef
US$ 700,00/jaar
Gratis versie
Gratis proef
US$ 10,00/maand
Gratis versie
Gratis proef

Functies van WorkflowMax

  • Aanpasbare branding
  • Aanpasbare facturen
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Bestanden delen
  • Budgetbeheer
  • CRM
  • Contactenbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Documentbeheer
  • Factureren
  • Factuurgeschiedenis
  • Geautomatiseerde offertes
  • Integratie in de administratie
  • Integraties van derden
  • Interactie bijhouden
  • Kalenderbeheer
  • Klantenportal
  • Kosten van voltooiing bijhouden
  • Mobiele toegang
  • Offertes
  • Onkosten bijhouden
  • Online facturering
  • Percentage-voltooid bijhouden
  • Personeelsbeheer
  • Plannen
  • Prestatiemeetwaarden
  • Projecten bijhouden
  • Projectplanning
  • Rapportage en analyse
  • Rapportage en statistieken
  • Rapportage/projecten volgen
  • Resourcebeheer
  • Samenwerkingstools
  • Schattingen
  • Sjabloonbeheer
  • Taakbeheer
  • Tijd bijhouden
  • Tijd en onkosten bijhouden
  • Toegangsopties/machtigingen
  • Workflowbeheer

Alternatieven voor WorkflowMax

Open source set van geïntegreerde zakelijke toepassingen voor CRM, POS, website, e-commerce, verkoop, accounting, magazijn, HR, project en marketing. Meer informatie over Odoo
Axelor is een krachtige open source ERP, CRM en BPM bestaande uit meer dan 30 geïntegreerde modules die flexibel en eenvoudig aan te passen zijn.
simPRO is een krachtige softwareoplossing voor het buitendienstbeheer die vakmensen helpt hun operationele activiteiten te stroomlijnen om de winst te verhogen.
Alles-in-één eenvoudige tool voor je bedrijf: bevat CRM, offerte, facturering, projecten, HR...
Uitgebreide cloudgebaseerde managementoplossing voor bedrijven. Inclusief boekhouding, CRM, projecten, HR, enz., op elk apparaat.
Volg offertes, projecten, resources, taken, urenstaten, marges en facturen. Verbind kantoorpakketten, financiën, CRM, Slack, Trello, Jira. Meer informatie over VOGSY
BigTime is voor professionele servicebedrijven die een dieper inzicht in hun belangrijkste middelen, winst en productiviteit nodig hebben.
Werk samen aan projecten, houd de tijd bij, beheer uitgaven en factureer je klanten. Beschikbaar in de cloud, vanaf elk apparaat.
JAMIS Prime is simply the most intuitive and agile project ERP solution for government contractors.
Geïntegreerde software voor projectmanagement, urenregistratie, facturering, rapportage en boekhouding voor professionele dienstverleners.
Digitize and automate your processes with our tailor-made ERP software especially for retailers and service providers.
Alles-in-één platform voor bedrijfsactiviteiten dat alle essentiële tools voor het beheer van projecten, taken, financiën en ook klantrelatiebeheer bevat.
A visual management platform & database as flexible as a spreadsheet to create, automate and manage custom-tailored business processes

Reviews over WorkflowMax

Gemiddelde score

In totaal
4,3
Gebruiksgemak
4,0
Klantenservice
4,0
Functies
3,8
Waar voor je geld
4,0

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
David
David
Director in
Geverifieerde LinkedIn-gebruiker
, 2-10 werknemers
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: GetApp

It does what it says on the tin. Work-Flow-MAX

5,0 8 jaar geleden

Opmerkingen: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Pluspunten:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Minpunten:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Eabyn
Graphic Designer in Zuid-Afrika
Design en ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Ideal for organisations looking for large scale project and financial management

5,0 2 maanden geleden Nieuw

Opmerkingen: Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

Pluspunten:

Offers the benefits of both handling the financial and project management, this link is valuable for our company to monitor the integral efficiency of our organisation

Minpunten:

A greater app integration list would benefit this platform

Geverifieerde reviewer
Managing Director in Australië
Geverifieerde LinkedIn-gebruiker
Machine- en installatiebouw, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: GetApp

Dont use if quoting is important

2,0 5 jaar geleden

Pluspunten:

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Minpunten:

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process. The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field. Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice. I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

Uwais
Senior Financial Consultant in Zuid-Afrika
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

WorkFlowMax review

4,0 3 jaar geleden

Opmerkingen: Reasonably happy with the experiences

Pluspunten:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Minpunten:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Maree
Maree
Geverifieerde LinkedIn-gebruiker
Administratie
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

Value for Money Time and Project Management System

5,0 6 jaar geleden

Opmerkingen: As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Pluspunten:

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Minpunten:

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.