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WorkflowMax vs Easy Project

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Our analysts compared WorkflowMax vs Easy Project 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
WorkflowMax Software Tool
Easy Project Software Tool
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Product Basics

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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Easy Project is a comprehensive project management software designed to streamline task management, resource allocation, and project planning. It is particularly well-suited for industries such as IT, engineering, and construction, where complex project coordination is essential. Users benefit from its robust features, including Gantt charts, time tracking, and resource management, which enhance productivity and project oversight. Unique benefits include its customizable dashboards and integration capabilities, allowing for tailored solutions to fit specific organizational needs. Compared to similar products, users often highlight its user-friendly interface and the depth of its project management tools. Pricing details are not explicitly available, so it is advisable for potential users to contact SelectHub for a personalized quote. Overall, Easy Project stands out for its adaptability and comprehensive feature set, making it a valuable tool for businesses seeking efficient project management solutions.
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$20 Monthly
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$30/User, Monthly
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Product Insights

  • 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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  • Enhanced Collaboration: Easy Project facilitates seamless communication among team members, allowing for real-time updates and feedback, which helps in aligning goals and improving teamwork.
  • Improved Time Management: With features like Gantt charts and time tracking, Easy Project helps teams allocate resources efficiently and meet deadlines without last-minute rushes.
  • Increased Productivity: By automating repetitive tasks and providing clear task assignments, Easy Project enables teams to focus on high-priority work, boosting overall productivity.
  • Comprehensive Reporting: The software offers detailed reports and analytics, helping managers make informed decisions based on project performance and resource utilization.
  • Risk Mitigation: Easy Project includes risk management tools that allow teams to identify potential issues early and develop strategies to mitigate them, reducing project disruptions.
  • Customizable Workflows: Users can tailor workflows to fit their specific project needs, ensuring that processes align with organizational goals and improve efficiency.
  • Resource Optimization: The software provides insights into resource allocation, helping managers distribute workloads evenly and avoid overburdening team members.
  • Scalability: Easy Project can grow with your organization, accommodating increasing project complexity and team size without sacrificing performance.
  • Cost Efficiency: By streamlining project management processes and reducing the need for multiple tools, Easy Project helps organizations save on operational costs.
  • Enhanced Client Satisfaction: With better project tracking and communication, teams can deliver projects on time and within scope, leading to higher client satisfaction and retention.
  • Centralized Information: Easy Project acts as a single source of truth, storing all project-related data in one place, which simplifies access and reduces the risk of data loss.
  • Adaptability to Various Industries: The software's flexibility allows it to be used across different sectors, from IT to construction, adapting to specific industry requirements.
  • Integration Capabilities: Easy Project integrates with other tools and platforms, such as CRM and ERP systems, ensuring a smooth flow of information across the organization.
  • Enhanced Accountability: By clearly defining roles and responsibilities, Easy Project fosters a culture of accountability, where team members are aware of their contributions to the project.
  • Continuous Improvement: The software supports iterative project management methodologies, such as Agile, enabling teams to continuously refine processes and improve outcomes.
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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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  • Gantt Chart: Visualize project timelines and dependencies with an interactive Gantt chart, allowing for easy adjustments and planning.
  • Resource Management: Allocate and manage resources effectively with tools that provide insights into availability and workload distribution.
  • Time Tracking: Monitor time spent on tasks with integrated time tracking, ensuring accurate billing and productivity analysis.
  • Task Management: Organize tasks with customizable workflows and priorities, enhancing team collaboration and efficiency.
  • Project Templates: Utilize pre-defined templates to streamline project setup and maintain consistency across similar projects.
  • Risk Management: Identify, assess, and mitigate risks with a dedicated module that supports proactive project management.
  • Budgeting and Cost Management: Track project budgets and expenses with detailed financial reporting tools to ensure fiscal responsibility.
  • Kanban Board: Implement agile methodologies with a Kanban board that facilitates visual task management and process optimization.
  • Reporting and Dashboards: Generate comprehensive reports and dashboards to gain insights into project performance and make informed decisions.
  • Document Management: Store and manage project-related documents in a centralized repository for easy access and collaboration.
  • Integration Capabilities: Connect with other tools and platforms through robust integration options, enhancing workflow efficiency.
  • Custom Fields: Tailor project data to specific needs with customizable fields, ensuring relevant information is captured and utilized.
  • Client Portal: Provide clients with access to project updates and progress through a secure and user-friendly portal.
  • Milestone Tracking: Define and monitor key project milestones to ensure timely delivery and alignment with project goals.
  • Agile and Scrum Support: Facilitate agile project management with features designed to support Scrum and other agile frameworks.
  • Calendar Integration: Sync project schedules with personal calendars to keep team members informed and organized.
  • Access Control: Manage user permissions and access levels to maintain data security and confidentiality.
  • Issue Tracking: Log and resolve project issues efficiently with a dedicated tracking system that supports continuous improvement.
  • Mobile Access: Access project information on-the-go with mobile-friendly interfaces, ensuring flexibility and responsiveness.
  • Collaboration Tools: Enhance team communication with built-in chat, comments, and notifications to keep everyone aligned.
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Product Ranking

#27

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#309

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User Sentiment Summary

Great User Sentiment 417 reviews
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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)
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3.2 (22)
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4.31 (95)
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4.3 (112)
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4.3 (116)
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4.2 (64)
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Synopsis of User Ratings and Reviews

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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Versatile Feature Set: Easy Project offers a wide array of features, ranging from fundamental task management to more specialized tools like Gantt charts and resource management capabilities. This breadth of functionality makes it suitable for diverse project needs and team sizes.
Intuitive User Experience: The platform is designed with user-friendliness in mind, allowing for a smooth onboarding experience, especially for teams transitioning from manual project management methods or those new to project management software.
Agile Methodology Support: Easy Project aligns with Agile principles and methodologies, including Scrum and Kanban, making it a suitable option for software development teams and projects that benefit from iterative progress tracking.
Integration Capabilities: Easy Project integrates with other commonly used business tools, such as Jira and Salesforce. This interoperability extends its functionality and allows for a more centralized workflow by connecting different aspects of project data and communication.
Cost-Effectiveness: Easy Project is often praised for its affordability, especially when compared to other project management software solutions with a similar range of features. This makes it a budget-friendly choice for businesses and teams looking for comprehensive project management without excessive costs.
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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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Complex Configuration: While Easy Project is touted for its user-friendly interface, some users find the initial setup and customization to be quite time-consuming, potentially requiring dedicated personnel for optimal configuration.
Limited Advanced Features: Easy Project may not be suitable for businesses with highly specialized or complex project management needs, as it may lack some of the advanced features found in more comprehensive project management software.
Subpar Customer Support: Some users have reported slow response times and unhelpful experiences with Easy Project's customer support, which could be a significant drawback for businesses requiring timely assistance.
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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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Is managing projects feeling like pushing a boulder uphill? User reviews from the past year suggest Easy Project might not be the excavator you need. While some users appreciate its robust features like resource management and customizability, citing a 30% reduction in project timelines and a 60% productivity boost, a recurring theme in reviews is the software's steep learning curve, especially for beginners. Users frequently point out the lack of adequate documentation, making it challenging to navigate the software's complexities. Furthermore, complaints about bugs, an outdated interface, and the considerable time investment required for configuration raise concerns about its user-friendliness compared to more intuitive alternatives like Monday.com. Easy Project seems to be a powerful tool, akin to a Swiss Army knife with a multitude of features. However, its complexity and potential for glitches might leave users feeling like they're wrestling with the tool instead of the task at hand. This makes it better suited for larger, well-established teams with dedicated resources for training and troubleshooting, rather than smaller teams or individuals seeking a plug-and-play solution.

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