Home > Project Management Software > Aha! > Aha! vs WorkflowMax

Aha! vs WorkflowMax

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Our analysts compared Aha! vs WorkflowMax based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Aha! Software Tool
SelectHub Award Winner
WorkflowMax Software Tool
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Product Basics

Aha! is a roadmapping tool that helps users organize documents and spreadsheets while boosting team collaboration. It helps share and create visual roadmaps, drive strategy and prioritize projects. Users can showcase their vision and track dependencies. Any number of teams can leverage workspaces that include services, business, product, project, IT and marketing.

It offers 30 integrations and a robust API with tools in development, communication applications and file storage. Users can customize views, terminology and workflow to synchronize with the way users’ team works.
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WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects.

It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads.
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$59/User, Monthly
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$20 Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Identify Customer Needs: Identify what customers want by creating a custom ideas portal that records product ideas and tracks the best ideas to users’ roadmaps.  
  • Set Prioritization Metrics: Rank features and fix prioritization metrics on important features to objectively determine the most valuable features based on business goals.  
  • Create Visual Roadmaps: Enter data in Aha! and use one of the many templates to build roadmaps suitable for different audiences. Also, avoid creating multiple roadmaps.  
  • Analyze Product Data: Create pivot tables, reports and charts to track progress compared with users’ roadmaps to view team progress.  
  • Customized Workflows: Customize workflows to match a team’s methodology with Aha!’s integrations with popular tools to encourage information exchange between teams.  
  • Track Dependencies: Create detailed Gantt charts, set milestones, phases and dates to keep the team on track and call attention to dependencies between activities and teams to manage risk and on-time delivery.  
  • Define Best Practices: Supports project templates, creates custom fields and workflows and systemizes project management, ensuring standardization of processes across the organization.  
  • Allocate Resources: Create budget and effort estimates required for project delivery and measure available resources and timelines to help set completion dates.  
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  • Consolidate Work: Access all business tools from one place. Avoid unnecessary hassles by launching multiple applications from a single suite to deliver work faster and efficiently. 
  • Accessibility: Access data anytime, anywhere using mobile applications for Android and iOS. Manage jobs on-the-go and tick milestones when met. Access client information while syncing with the desktop app quickly. Send photos, videos and other documents as attachments. 
  • Collaboration: Let clients and contractors log in from anywhere to view work progress time against a job. Store all project information in one place while uploading images, documents and pictures. Restrict information action via permission settings for staff and clients. Stay updated with project progress and share details with teams. 
  • Integrations: Seamlessly integrate with Xero’s suite of modules to maximize business performance. Push sales invoices into Xero while automatically syncing corresponding payment dates. Update job profitability reporting and create bills payable. Avoid data duplicity and receive useful business profitability insights. 
  • Customization: Personalize it to suit an organization’s needs. Create branded and professional custom print templates to save time. Extract powerful and specialized data using custom fields to operate a business better. Keep pace with approaching deadlines by creating unique notifications. 
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  • Strategy: Define value proposition and target user groups to create plans, design go-to-market plans and highlight areas of improvement and where the team is doing well. Describe services, market fit and unique characteristics of each product. Helps identify customer characteristics, track competition, set goals, track budget and identify initiatives.  
  • Plans: Build cross-functional proposals, standardize delivery, plan ahead, estimate work, manage capacity, monitor progress in real time and launch completed work.  
  • Ideas: Capture ideas, manage submitted ideas and notify submitters about the status of their ideas. View key suggestion data and enhance it using attachments, comments, tags and custom fields. Analyze idea value, promote best ideas and customize portals.  
  • Requirements: Define work centrally, organize backlogs, prioritize features and use scorecards to create maximum value. Streamline review cycles, create custom statuses, workflows and layouts. Use kanban layouts, build user maps, work with epics, create mockups and visualize dependencies.  
  • Roadmaps: Use pre-built templates for starter roadmaps, enter details and customize roadmaps. Create portfolios, strategies and custom roadmaps. 
  • Reports: Build initiative charts and visualize by revenue impact, status and volume of ideas while analyzing delivery metrics. View and create reports in lists, pivots, charts, capacities, diagrams, hierarchies and custom reports.  
  • Presentations: Create custom branded presentations in story format using any view strategy, roadmaps, reports and more. Share presentations via PDF and secure webpage. Add custom themes, font, header and footer content to match branding.  
  • Notes: Capture and store information in a centralized location. Record meeting notes, action items, to-dos lists and follow-ups. Capture background information, organize, add structure and nest related notes. Use note templates, add tables and embed images while consolidating feedback and audit changes.  
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  • Lead Management: Track leads, sales projections and proposals from a single location. Transform leads into winning quotes, jobs, invoices and eventually into profits. Customize lead categories to forecast lead conversion correctly while projecting cash flows. Monitor team activities and overdue tasks for new business developments. 
  • Client Management: Maintain profitable and productive relationships with clients. Use custom fields to store unique customer and client information. Store unlimited contact details to client records and contact them directly. Use a global search function to search for a client’s details while using filters to locate information quickly. Build stronger relationships by adding custom information like birthdays, preferred time to contact, pet’s name and more to client data. 
  • Document Management: Use the document management tool to access all crucial project-related information. Save time by automating document storage processes and emails. Set up a unique email account to send important attachments required for a job. Sync with multiple devices and integrate with Google Drive, Dropbox and Box to access documents easily. 
  • Staff, Task and Job Management: Manage people, jobs and tasks from one place. Track resources, costs, profitability and time for every job. Delegate tasks, to-do checklists, estimated time on each task and due dates using the task manager. Create adjustable milestones, deadlines and project due dates. Automate recurring jobs and tasks to reduce time spent on repetitive tasks. 
  • Time Tracking: Enter time in eight different ways and track and report on every single minute daily. Record time within dashboards, by tasks or timesheets. Track employee time on-the-go using mobile apps. Record how time was spent and share information with clients. Optimize billable values by choosing the nearest decimal rounding option. 
  • Invoicing: Get paid faster by creating invoices just in a few clicks. Design invoices based on actual time and costs, quoted time and costs, progress amounts or percentage values. Create a simple invoice with basic project information or a detailed one by adding costs, tasks and rates. Save time by sending multi-job invoices. 
  • Reporting: Make smarter business decisions by gaining real-time insights into productivity, workflows, performance and profitability. Understand profitability across multiple client categories and improve business processes. Extract relevant information by building reports using multiple fields and criteria. Improve cash flows by getting a snapshot of billable jobs. 
  • Purchase Order Management: Streamline job cost management using purchase order management tools. Track actual orders, cost and bills payable, ensuring nothing falls through the cracks. Integrate with Xero to keep financial job reporting intact. Use flexible receipt processes to display full or half orders received. 
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Product Ranking

#34

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Project Management Software

#27

among all
Project Management Software

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User Sentiment Summary

Excellent User Sentiment 1001 reviews
Great User Sentiment 417 reviews
91%
of users recommend this product

Aha! has a 'excellent' User Satisfaction Rating of 91% when considering 1001 user reviews from 5 recognized software review sites.

85%
of users recommend this product

WorkflowMax has a 'great' User Satisfaction Rating of 85% when considering 417 user reviews from 6 recognized software review sites.

5.0 (7)
4.4 (8)
4.3 (242)
3.2 (22)
4.7 (514)
4.31 (95)
n/a
4.3 (112)
n/a
4.3 (116)
4.5 (137)
n/a
4.5 (101)
4.2 (64)

Awards

Aha! stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

User Friendly: Aha! is easy to use, as noted by approximately 97% of users who mention the system’s user-friendliness.
Feature Rich: Aha! offers a robust suite of successful roadmapping tools, as reported by 94% of the users who mention the product’s functionality.
Support: Support for the system is robust, with 83% of the users who mention support endorsing it.
Integrations: The system’s integration options help add value to the base product, as reported by 71% of reviewers who mention integrations.
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Client Management: WorkflowMax offers tools to manage client information, including contact details, project history, and billing information, providing a centralized location for client data.
Project Tracking: The platform allows users to track project progress, budgets, and deadlines, ensuring projects stay on track and within budget. This includes features such as Gantt charts and task management tools.
Time Tracking: WorkflowMax simplifies time tracking for both employees and contractors, with options for manual entry, timers, and timesheet approvals. This streamlines payroll and billing processes.
Reporting: The software provides various reporting options, including project reports, financial reports, and staff productivity reports, offering insights into business performance and areas for improvement.
Integrations: WorkflowMax integrates with other popular business tools, such as Xero accounting software and Google Apps, allowing for seamless data flow between systems.
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Cost: Nearly 100% of users who mentioned cost reported that Aha!’s offerings were too expensive for smaller businesses.
Learning Curve: About 100% of users who mentioned the tool’s learning curve noted that it was difficult to learn and configure in the beginning.
Interface: The user interface is confusing for 80% of the users who mention Aha!’s interface and navigation.
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Limited Functionality: WorkflowMax may not be suitable for larger or more complex projects due to limitations in features such as resource management and project portfolio management.
Usability Challenges: Some users find the interface to be clunky and unintuitive, leading to a steeper learning curve and potential frustration during daily use.
Reporting Limitations: Generating customized reports can be challenging, and the available reporting options may not meet the specific needs of all businesses.
Integrations: While WorkflowMax offers some integrations, it may not seamlessly connect with all the tools and software that a business uses, potentially leading to data silos and inefficiencies.
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Aha! provides a robust suite of roadmapping tools that most users find accessible and intuitive. It is flexible and can be configured to suit users’ needs. Collaborative features help boost teamwork and streamline task assignments. Users appreciate Aha! for its ability to structure data and access everything from one location. Users find it to be comprehensive, but they don’t have OKR support. It supports teams of all sizes and users like the pre-built templates. The tool has a learning curve, and some users suggest adopting the tool if there is an internal champion who can help train the team and standardize its usage.

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WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. Its intuitive interface and comprehensive project management tools make it particularly well-suited for small and medium-sized businesses that require a streamlined solution for managing their projects, tracking time, and invoicing clients, especially those already utilizing Xero's accounting software.

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