Quickbase vs WorkflowMax

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Our analysts compared Quickbase 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.

Quickbase Software Tool
WorkflowMax Software Tool

Product Basics

Quickbase is a cloud-based solution that empowers businesses to optimize project management through customization, workflow automation, data consolidation and analysis. Its no-code approach allows users with minimal coding experience to build custom applications and reports for their specific needs. Intuitive interfaces and drag-and-drop functionality expedite application development, saving time and resources.

Improve accessibility and eliminate silos by consolidating data from various sources into a central hub, providing a 360-degree view of projects. Users can tailor applications, dashboards, triggers and user roles to suit their workflows. Advanced analytics capabilities enable users to track key metrics, identify trends and generate custom reports for insightful decision making. The platform also integrates with third-party tools via pre-built channels or API access.

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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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$35/User, Monthly
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Tailored to your specific needs
$20 Monthly
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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

  • Greater Customization: Create custom applications with no-code visual software tailored to your specific needs and workflows. Empower your team to build applications with pre-built templates or AI to manage complex projects and eliminate ad hoc solutions.
  • Efficient Automation: Streamline processes and improve productivity by automating repetitive tasks and workflows within your projects with a drag-and-drop builder.
  • Increased Visibility: Gain a 360-degree view of all your projects, resources and people in one place. Use a centralized view to track progress, identify roadblocks and ensure everything stays on schedule.
  • Improved Data Insights: Consolidate project data from various sources into a single platform. Use filter views, dynamic dashboards, intuitive graphs and tailored reports to make data-driven decisions and improve overall project performance.
  • Better Collaboration: Foster better communication within project teams by providing a central platform for collaboration and information sharing. Use Kanban boards to keep teams and departments in sync.
  • Enhanced Analysis: Get real-time insights into project health by generating dashboards and tabular and summary reports. Create personalized dashboards and filter reports across your business to analyze patterns and trends.
  • Greater Accessibility: Access project information and manage workflows on the go using Quickbase's mobile apps. Convert paper forms to digital forms, access mobile dashboards and mobile-ready apps, and enter data even when offline.
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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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  • No-Code Builder: Create custom project management applications with minimal coding experience. Use AI, drag-and-drop tools and pre-built templates to design custom applications for your team's needs and workflows.
  • Integrations: Use pre-built integration channels to unify existing business systems, data sources and workflows with third-party tools. Eliminate manual data entry and ensure all project information is centralized and up-to-date using APIs to develop custom extensions.
  • Automated Workflows: Use automation features to streamline repetitive tasks and processes within your projects. Set up automated triggers and actions based on specific events, such as sending notifications when a task is completed or automatically generating reports when deadlines approach.
  • Dashboards: Use interactive dashboards to gain a real-time, centralized view of all your projects. View key project metrics, resource allocation, task statuses and overall progress to identify potential issues early on and make informed decisions to keep projects on track. Filter, group, modify and search dashboards to improve project analysis. Design highly personalized, role-based dashboards with simple drag-and-drop functionality.
  • Mobile Apps: Build and access mobile-ready applications, monitor projects securely and remotely, and view mobile dashboards.
  • Customizable Reporting: Create custom reports and dynamic dashboards tailored to your specific needs. Analyze project performance, identify trends and make data-driven decisions by intuitively visualizing project data using charts, graphs and tables.
  • Role-Based Security: Improve data security and access control with role-based permission to ensure only authorized personnel can view or modify sensitive project information. Define user roles and assign specific access levels to different team members based on their needs.
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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

#39

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Project Management Software

#27

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Project Management Software

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User Sentiment Summary

Great User Sentiment 1322 reviews
Great User Sentiment 417 reviews
88%
of users recommend this product

Quickbase has a 'great' User Satisfaction Rating of 88% when considering 1322 user reviews from 4 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)
4.4 (223)
3.2 (22)
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4.31 (95)
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4.3 (112)
4.5 (238)
4.3 (116)
4.8 (237)
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4.2 (624)
4.2 (64)

Synopsis of User Ratings and Reviews

Ease of Use: Use a no- or low-code structure to easily input and access data. Speed up application development and report creation with easy navigation and intuitive interfaces.
Workflow Automation: Streamline processes and task management using workflow emails, notifications and live data views through charts and graphs.
Customization: Build customized applications for unique business processes using AI, pre-built templates and no code software. Access custom portals for teams and clients, define personalized user roles and permissions and utilize dynamic dashboards.
Data Accessibility and Data Analysis: Eliminate date silos by consolidating information from multiple sources into a centralized view. Generate custom reports to visualize data intuitively, track key metrics, and identify trends and patterns.
Integration: Enhance productivity and streamline operations by integrating with third-party applications and using API access to build custom extensions.
Training Resources and Documentation: Access training resources and documentation in the form of guides, video courses, certifications, online help and a strong user community to help users learn the intricacies of the solution.
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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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Learning Curve: New users may face a steep learning curve and adoption can be challenging for those unfamiliar with programming principles.
Cost: The pricing can be a barrier for some organizations, especially smaller ones or those with limited budgets.
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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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Quickbase is a user-friendly platform suited to help businesses optimize project management with custom applications, workflow automation and data-driven insights. Its no-code structure and intuitive interfaces to develop applications and reports quickly, even with minimal coding experience, are often mentioned by users. Users can centralize data from multiple sources and access advanced data insights on key project metrics to improve decision-making, save time and optimize resource allocation. Extensive customization options are another reviewer favorite, enabling users to build solutions tailored to their specific needs. Integration with third-party applications adds to Quickbase's appeal by enhancing productivity and streamlining operations. Additionally, reviewers consistently highlight the abundance of training resources and documentation available, including guides, video courses and a supportive user community. Despite high customization and ease-of-use, reviewers note a learning curve to optimize adoption and performance. Quickbase’s “reads”-based cost structures are also a barrier for smaller businesses with limited budgets. Overall, Quickbase is an excellent option for businesses who require extensive customization to optimize their project management, offering ease-of-use with data accessibility and custom apps for task management.

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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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