Home > Project Management Software > Scoro > Scoro vs WorkflowMax

Scoro vs WorkflowMax

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Our analysts compared Scoro 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
Scoro Software Tool
SelectHub Award Winner
WorkflowMax Software Tool
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Product Basics

Scoro is a cloud-based system for small to mid-sized businesses that is available as a mobile app. It manages projects, clients, invoices and tracks business results. It has budgeting and forecasting capabilities. Its security is handled on many levels and allows different user groups to access rights. It improves speed and delivery

It is customizable and can integrate with other applications. It integrates with modules like Toggl, Slack, Asana, Jira, QuickBooks Online, Xero Accounting, Microsoft Dynamics Salesforce, WooCommerce and more. It also integrates with file management modules like Dropbox, FTP and Google Docs, support modules like Zendesk and Freshdesk and payment gateways like Stripe and PayPal. Users can also create their own integrations and submit them to the marketplace.
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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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$20 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Customization: Set permissions for individual users, select PDF templates for invoices, create custom reports and views and add custom fields to almost any feature.  
  • Mobility: Available as a mobile app for Apple or Android smartphones, it enables easy access and notifications. 
  • Integration: Has many integration options and syncs with users’ current calendar application. Connect Scoro with file storage, sync financial information with accounting software and more.  
  • Visibility: Reports and dashboards provide insights for an overall view of the business. Keeps related responsibilities together on one page and lets users manage budgets and project portfolios from one dashboard.  
  • Improve Efficiency: Automates routine tasks like creating invoices and converting quotes into purchase orders. Leverages automation to reduce errors and free up employees for more important tasks.  
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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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  • Project Management: Manage budgets, a project portfolio and planned tasks from one central page. Allocate billable and non-billable work and stay aware of the team’s progress in real time. 
  • Work Scheduling and Tracking: Has a planner that provides a visual overview of deadlines, individual employees’ workload, open slots and potential over-bookings. Link projects and events with a shared team calendar. Manage tasks by priorities, deadlines, statuses and projects using task lists.  
  • Financial Management: Automate invoice reminders, send invoices as PDF files and keep track of purchases and costs with financial management features. Advanced capabilities include forecasting, budget scenario comparison and the option to set multi-currency custom rates based on team members, clients or projects.  
  • Customer Relationship Management: Manage customers with an intuitive contact list. View communication history, invoices, projects, quotes, orders and contact information on one page. Search, sort or filter contacts based on location, latest activity and more.  
  • Quoting and Sales: Compiles quotes, sends them as PDFs and converts them into purchase orders. Provides an overview of the sales funnel.  
  • Reporting and Dashboard: The dashboard displays real-time company data like KPIs, actionable items and conversions. Generates financial reports and displays what the team is spending time on, missed deadlines and unassigned tasks. 
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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

#105

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#27

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User Sentiment Summary

Excellent User Sentiment 671 reviews
Great User Sentiment 417 reviews
92%
of users recommend this product

Scoro has a 'excellent' User Satisfaction Rating of 92% when considering 671 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.

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4.4 (8)
4.5 (161)
3.2 (22)
4.63 (178)
4.31 (95)
4.6 (138)
4.3 (112)
4.6 (192)
4.3 (116)
2.1 (2)
4.2 (64)

Awards

Scoro 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: The system is easy to use and intuitive, as noted by approximately 96% of users who mention the system’s usability.
Interface: Nearly 73% of the users that mention the interface think it is quite intuitive and easy to navigate.
Control Center: Approximately 81% of the users reviewed think that the Control Center’s many features are useful and increase efficiency.
Timesheet Tracking: About 54% of users who mention time-sheet tracking find it helpful for organization and work tracking.
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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 Asana’s premium offerings were too expensive for smaller businesses or as prohibitive.
Integrations: Available integrations are not seamless, as reported by 64% of reviewers who mention integrations.
Mobile App: Almost 100% of the users who mention the mobile app think it is difficult to use and does not add value. They prefer the web version of the software.
Reporting: Nearly 55% of the users who mention the reporting feature don’t find it useful. It does not offer Gantt charts.
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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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Scoro comes equipped with a control center that allows users to create, transfer and assign tasks. It also generates alerts automatically from the calendar. It is user-friendly, and the interface is intuitive. Its advertising management tool is also quite helpful. Many users find the cost prohibitive, and it does not support Gantt charts. Integrations with Outlook and QuickBooks aren't smooth.

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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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