Top WorkflowMax Alternatives & Competitors For 2024

Last Updated:

Looking for alternatives to WorkflowMax? Many users crave user-friendly and feature-rich solutions for tasks like Task Management, Team Collaboration, and Dashboards and Reporting. Leveraging crowdsourced data from over 1,000 real Project Management Software selection projects based on 400+ capabilities, we present a comparison of WorkflowMax to leading industry alternatives like Asana, Podio, Trello, and Scoro.

WorkflowMax Software Tool
Asana Software Tool
Podio Software Tool
Trello Software Tool

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.
read more...

Asana is a cloud-based project management platform designed to help teams of all sizes manage and organize projects with customization, automation, AI and collaboration. Users can build custom workflows, templates and tasks, and visualize projects in multiple ways, including list, timeline, calendar, Kanban and Gantt views.

You can also build and trigger automation rules when tasks are moved or status or priority is changed. Stay aligned with goals, locate risks and hit project deadlines with reports and collaboration tools. Connect with other solutions using its open API and native integration with dozens of apps.

Our Research Process for Asana

Taking software at face value for a product page review is so passe. Luckily, with a little help from my company’s email address, I got a free trial of Asana’s Advanced plan for 30 days.

I set up a dummy project for content creation, complete with the stages and automations we currently use, so I’d have a more apples-to-apples comparison of a real-world project.

Additionally, I tested some “standout” features our researchers suggested and investigated the pros and cons users mentioned on review sites.

To learn the ropes, I visited the help center, watched demo videos and scoured Reddit for shortcuts. This webpage is the result of a week of dedicating all my working hours to living and breathing Asana.

read more...
Podio by Citrix is an online collaboration solution that offers businesses a marketplace to customize apps according to requirements. The free pre-built applications help perform several functions, including issue management, task management, customer relationship management, project portfolio management and applicant tracking.

Its apps feature social collaboration tools like video chat, internal messaging and file sharing across the system. Users can build additions without any technical skills and use them to manage unique workflows and multiple business processes. It is customizable, flexible and scales as an organization grows. Businesses can manage content, conversations with customers and create customer profiles by linking a contact with its digital footprint. A dashboard provides more information on a contact when required.
read more...
Trello is a cloud-based visual collaboration solution that can be used by organizations of any size to plan tasks and projects. It helps users define projects, requirements and workflows to ensure they are completed in a planned and sequential manner. It organizes projects into boards and provides a peek into ongoing projects and tasks.

It helps administrators delegate tasks, set deadlines and define workflows while supporting a range of project types. Specific team use cases include marketing, engineering, product management, support, design and sales. It is also useful for remote teams and startups.
read more...
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.
read more...
$$$$$
i
$$$$$
i
$$$$$
i
$$$$$
i
$$$$$
i
$20
$10.99
$11.20
$5
$26
Monthly
Per User, Monthly, Freemium
Monthly, Freemium
Per User, Monthly
Monthly
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

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

Product Ranking

#27

among all
Project Management Software

#2

among all
Project Management Software

#36

among all
Project Management Software

#8

among all
Project Management Software

#105

among all
Project Management Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
85
we're gathering data
we're gathering data
we're gathering data
we're gathering data
84
we're gathering data
we're gathering data
we're gathering data
we're gathering data
77
we're gathering data
we're gathering data
we're gathering data
we're gathering data
69
we're gathering data
we're gathering data
we're gathering data
Show More Show More
Customizations
Dashboards and Reporting
Platform Security
Task Management
Team Collaboration
Team Collaboration
Task Management
Integrations and Extensibility
Platform Features
Platform Security
Customizations
Dashboards and Reporting
Platform Security
Task Management
Team Collaboration
Customizations
Dashboards and Reporting
Platform Security
Task Management
Team Collaboration
Customizations
Dashboards and Reporting
Platform Security
Task Management
Team Collaboration

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

WorkflowMax
Asana
Podio
Trello
Scoro
+ Add Product + Add Product
Customizations Dashboards and Reporting Mobile Capabilities Platform Features Project Planning and Scheduling Project Tracking Task Management Team Collaboration Time Tracking and Management 84 77 69 93 82 58 95 97 50 0 25 50 75 100
0%
100%
86%
14%
0%
100%
0%
100%
0%
100%
0%
100%
80%
20%
0%
100%
0%
100%
0%
100%
0%
100%
57%
43%
0%
100%
0%
100%
0%
100%
0%
100%
88%
12%
0%
100%
0%
100%
0%
100%
0%
100%
75%
25%
0%
100%
0%
100%
0%
100%
0%
100%
43%
57%
0%
100%
0%
100%
0%
100%
0%
100%
83%
17%
0%
100%
0%
100%
0%
100%
0%
100%
92%
8%
0%
100%
0%
100%
0%
100%
0%
100%
14%
86%
0%
100%
0%
100%
0%
100%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

0%
100%
89%
11%
0%
100%
0%
100%
0%
100%
0%
100%
88%
12%
0%
100%
0%
100%
0%
100%

User Sentiment Summary

Great User Sentiment 417 reviews
Great User Sentiment 27379 reviews
Great User Sentiment 799 reviews
Great User Sentiment 35053 reviews
Excellent User Sentiment 671 reviews
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.

89%
of users recommend this product

Asana has a 'great' User Satisfaction Rating of 89% when considering 27379 user reviews from 5 recognized software review sites.

84%
of users recommend this product

Podio has a 'great' User Satisfaction Rating of 84% when considering 799 user reviews from 4 recognized software review sites.

89%
of users recommend this product

Trello has a 'great' User Satisfaction Rating of 89% when considering 35053 user reviews from 5 recognized software review sites.

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.

4.4 (8)
4.8 (15)
5.0 (21)
4.9 (22)
n/a
3.2 (22)
4.4 (10490)
4.1 (379)
4.4 (12443)
4.5 (161)
4.31 (95)
n/a
n/a
n/a
4.63 (178)
4.3 (112)
n/a
n/a
4.5 (20471)
4.6 (138)
4.3 (116)
4.5 (13154)
4.3 (286)
n/a
4.6 (192)
n/a
4.3 (1084)
n/a
4.3 (54)
n/a
4.2 (64)
4.2 (2636)
4.3 (113)
4.2 (2063)
2.1 (2)

Awards

we're gathering data
we're gathering data
we're gathering data
we're gathering data
User Favorite Award

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.
Show more
User Friendly: Reviewers appreciated that the system is easy to use and intuitive with a clean UI, even if you’re new to projects.
Overall Functionality: Workflows and automation, task management and collaboration are everything you’d look for in a project management system, according to users.
Customization: Users liked the customization options for unique team needs, projects and workflows.
Show more
Customizable: Users appreciate the ability to tailor Podio to their specific workflows and preferences, including creating custom apps, fields, and workflows to match unique project needs.
Integrations: Podio's ability to integrate with various other popular business tools, such as Google Drive, Dropbox, and Zendesk, is a significant advantage for users, as it streamlines data sharing and collaboration across different platforms.
Communication and Collaboration: The platform facilitates efficient communication and collaboration among team members through features like activity streams, file sharing, and task management, ensuring everyone stays informed and connected.
User-Friendly Interface: Podio is generally considered easy to use and navigate, even for users with limited technical expertise, making it accessible to a wide range of teams and individuals.
Show more
Functionality: Trello offers robust organizational tools that simplify task delegation and streamline workflows, as reported by nearly 88% of the users who mention the product’s functionality.
Easy to Use: The system is intuitive, user friendly and doesn’t require a steep learning curve to understand its features, as noted by approximately 82% of users who referred to its usability.
Collaborative: Approximately 79% of users who talked about collaboration noted that project collaborations are a breeze with Trello as it shares information with team members and clients in an organized manner while adding specific members to project cards.
Customizable: The system is highly customizable with numerous display choices and features to adapt to users’ requirements, as reported by nearly 74% of reviewers who referred to customization.
Show more
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.
Show more
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.
Show more
>Cost: Users mentioned Asana’s paid plans were too expensive for smaller businesses making it difficult to upgrade from the limited free version.
Set-Up: Getting started can be overwhelming with so many customizations and task options. Users said you may need extra time to implement it effectively.
Advanced Features: Reviewers noted some features like AI, advanced project views, resource management and multiple task assignees require expensive plan upgrades.
Show more
Customization Challenges: Podio's extensive customization options can be overwhelming for new users, requiring significant time investment to tailor the platform to specific workflows.
Learning Curve: The platform's flexibility comes at the cost of a steep learning curve, potentially hindering user adoption and requiring comprehensive training for teams.
Mobile App Limitations: The mobile app's functionality is limited compared to the web version, potentially impacting productivity for users who rely on mobile access.
Reporting Capabilities: Podio's reporting features may not meet the needs of all users, particularly those requiring advanced analytics or custom reporting options.
Show more
Scalability: Nearly 75% of reviewers who mention scalability note that it is cumbersome to scale the system to a company’s growing needs and cannot manage complex projects.
Cost: Trello offers limited functional and storage capabilities in its basic version, and advanced version requires per-user licensing, making it expensive for large teams, reported nearly 83% of users who mentioned cost.
Mobile Application: The system doesn’t perform well on mobile platforms, and its mobile application cannot perform all the functions of the desktop version, as reported by nearly 71% of users who mentioned mobile accessibility.
Installation: Trello is challenging to install and can overwhelm new users with its host of features, as reported by nearly 69% of users who talked about product set-up.
Show more
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.
Show more

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.

Show more

Asana is a work management platform designed to help users organize and streamline operations with a user-friendly, customizable interface, automation and AI. Key features include the ability to create custom fields, deadlines, and subtasks, utilize various project views like Kanban boards and timelines, and leverage AI for summarizing tasks and drafting workflows. During my test of the software, I liked how easy it was to create a task by email and create project and task summaries using their AI tool.Customization was also a win. I built a task template for my Content Creation project with custom fields, relative due dates, assignees and a bulleted checklist. However, head’s up, adding task templates to existing tasks requires creating a new task with the template and merging it. Hands down, workflow management was one of my favorite parts of testing Asana. Adding in new sections (without having to go to the list view) and creating custom rules for transitions with a little help from their version of prompts was a breeze.Collaboration is another plus, with in-card comments and mentions, an inbox, group and individual messaging in platform and guest accounts with custom permissions for external users.On the downside, if you don’t have access to a free trial of the paid version (like I did), the free version may not be as effective. You won’t be able to access AI features, certain project views and resource management. The setup also isn’t exactly intuitive, and you may need training plus multiple visits to the help center to conceptualize your project and pick the right template.Overall, Asana is a fantastic all-in-one project management solution for users looking for a flexible tool with AI assistance and don’t mind springing for one of the paid plans.

Show more

Podio, the project management and collaboration platform, has garnered a mixed bag of user reviews over the past year. While it's praised for its customizability and flexibility, allowing teams to tailor the platform to their specific needs, some users find the interface clunky and overwhelming, especially for those new to project management software. Podio's strength lies in its ability to centralize communication, tasks, and files, creating a single source of truth for projects. The platform's automation features are also a hit, streamlining repetitive tasks and boosting efficiency. However, users point out that the learning curve can be steep, and the mobile app experience falls short compared to competitors like Asana and Monday.com. Additionally, the pricing structure can be confusing, with various tiers and add-ons, making it difficult to determine the true cost for a team's needs. Podio shines for teams seeking a highly customizable solution that can adapt to their unique workflows. Its ability to integrate with numerous other applications further enhances its versatility. However, for smaller teams or those looking for a more intuitive and user-friendly experience, alternative platforms might be a better fit.

Show more

Trello includes robust workflow management and organizational capabilities for users to efficiently manage a project lifecycle. Its intuitive UI and clean dashboards simplify task delegation and monitoring, along with streamlining workflows. Its collaborative tools foster team communication and information sharing, while flexible integration capabilities help complete workflows. However, it lacks enterprise-grade project management abilities and is not suitable to handle large projects that require bulk movements. Additionally, the system provides limited features in its basic plan, and its mobile application lacks several functionalities offered by the desktop version.

Show more

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.

Show more

Related Categories

Top Alternatives in Project Management Software


Airtable

Asana

Basecamp

ClickUp

Jira

LiquidPlanner

MeisterTask

Microsoft Project

monday.com

ProofHub

Smartsheet

TeamGantt

Teamwork

Wrike

Zoho Projects

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings