Pivotal Tracker vs WorkflowMax

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Our analysts compared Pivotal Tracker 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.

Pivotal Tracker Software Tool
WorkflowMax Software Tool

Product Basics

Pivotal Tracker is a cloud-hosted project planning solution that facilitates real-time communication and collaboration within cross-functional agile teams. Businesses can keep a tab on progress throughout a project’s lifecycle. It helps teams delegate and prioritize tasks, list actionable components and set deadlines. Project status, conversations and workflows are stored at a central location for easy accessibility and defining priorities.

It computes the time required to complete a project or smaller tasks based on previous data. Managers can use this data to estimate delivery time for every project subject to workforce availability and other conditions. It offers an iteration module that helps prioritize project tasks and divide them into manageable subtasks. Project status, everyday tasks and resource availability are displayed on a shared calendar.
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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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Android
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On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

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

Product Insights

  • 360-Degree View: Control projects across the board with complete visibility into their status and progress. Synchronize updated information with team members to reduce reporting time. Generate a history of project developmental progress while highlighting critical aspects that need to be tackled. 
  • Effective Communication: Share documents as well as concerns with team members with clear and effective lines of communication. Deal with customer feedback effectively by providing feasible project delivery timelines. 
  • Real-Time Collaboration: Get access to a virtual environment that fosters conversation and doesn’t need constant refreshing. Get regular updates via email, RSS, Campfire or Twitter. Let developers attach mock-ups that could be turned into working tools. 
  • Integrations: Create a variety of integrations and tools with REST API. Seamlessly integrates with external modules like Slack, Jira, GitHub, Jenkins, Zendesk and others. 
  • iOS Compatibility: Access integrated mobile interface on iOS devices and tackle critical issues on-the-go. Record stories from anywhere and get access to all business aspects in offline mode. 
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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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  • Stories: Use stories to track actionable work items and project progress. Customize stories with categories like features, chores and bugs to construct new features, prevent bugs and restrict technical debts. Gauge a story’s complexity while prioritizing and allocating points by iteration using drag-and-drop functions. 
  • Velocity: Businesses can measure their speed and trajectory using velocity. Find out the pace at which teams are completing stories and gaining points per iteration. Get a realistic picture of project delivery time based on points earned in recent iterations. Encourage a consistent rhythm within teams to meet stringent deadlines. 
  • Workspaces: Set-up an ideal workspace by arranging multiple projects and juggling responsibilities on a single screen. Use the drag-and-drop tool to move stories between projects and find things by searching backlogs. Store all work across teams and projects into the ‘my work’ panel. Have an accessible location that contains all stories to plan future to-do lists. 
  • Analytics: Gauge team performance with broad trends and minute details that illustrate a project’s health. Identify fluctuations and trends to get a reality check of team productivity. Drill down reports to monitor project health closely by iterations, releases, epics and more. Gather requisite data for the teams to detect and remove bottlenecks from the elementary level. 
  • File Sharing and Labels: Enrich stories with presentations, mock-ups and other files from Google Drive or a computer. Organize stories with searchable labels for a more visible workflow. 
  • Notifications: Stay updated by configuring message notifications on desktop or mobile. Users can involve people in conversations with mentions and follow stories they like. 
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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

#15

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#27

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Project Management Software

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User Sentiment Summary

Great User Sentiment 565 reviews
Great User Sentiment 417 reviews
85%
of users recommend this product

Pivotal Tracker has a 'great' User Satisfaction Rating of 85% when considering 565 user reviews from 6 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.

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4.4 (8)
4.1 (95)
3.2 (22)
4.32 (122)
4.31 (95)
4.3 (117)
4.3 (112)
4.3 (129)
4.3 (116)
4.6 (26)
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4.1 (76)
4.2 (64)

Synopsis of User Ratings and Reviews

Simple Interface: Pivotal Tracker's straightforward design makes it easy to learn and navigate, even for those new to project management tools. Users appreciate the intuitive layout and lack of unnecessary complexity.
Effective Prioritization: The platform's emphasis on prioritizing tasks helps teams focus on the most important work first. Users find the ranking and backlog management features particularly useful for maintaining project clarity.
Collaboration Features: Pivotal Tracker facilitates team communication and collaboration through features like shared workspaces, comments, and @mentions. This helps keep everyone on the same page and promotes efficient teamwork.
Iteration Planning: The software's iterative approach to project management allows teams to break down large projects into manageable chunks. Users find this helpful for setting realistic goals and tracking progress over time.
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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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Limited Project Views: Pivotal Tracker's singular view can feel restrictive for teams accustomed to Kanban boards or Gantt charts, potentially hindering workflow visualization.
Estimation Challenges: The platform's story point estimation system, while promoting relative sizing, can be confusing for new users and may require additional training for accurate implementation.
Collaboration Constraints: The absence of real-time collaborative editing features can lead to version control issues and communication challenges, especially for distributed teams.
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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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Pivotal Tracker shines as a project management tool built for Agile development teams, especially those using Scrum. Its strength lies in its intuitive interface and features tailored to Agile methodologies, like user story mapping and sprint planning. Users appreciate its simplicity and ease of use, making it a breeze to get started and manage projects without a steep learning curve. The platform's real-time collaboration features keep everyone on the same page, fostering transparency and efficient communication within teams. However, some users find Pivotal Tracker's simplicity limiting for complex projects that require extensive customization or advanced reporting capabilities. Additionally, while it integrates with popular tools like GitHub and Slack, the range of integrations might not be as extensive as some competitors like Jira or Asana. Pivotal Tracker's core strength is its laser focus on Agile principles, making it ideal for software development teams or organizations that heavily rely on Agile methodologies. Its user-friendly interface and collaborative features streamline sprint planning, backlog management, and progress tracking, ultimately boosting team productivity and project delivery. However, for teams with complex project needs or those seeking a broader range of features and integrations, exploring alternatives like Jira or Asana might be worthwhile.

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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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