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What is WorkflowMax?

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

What is Merlin Project?

Merlin Project has established itself as the benchmark for project management across a variety of fields such as Architecture & Construction, Media & Agencies, Research & Development, and Education. This versatile application is utilized by users in over 160 nations to effectively plan, oversee, and regulate both small and large-scale projects, regardless of whether they are on an iPad or a Mac. With its intuitive features, the app makes project management feel effortless and efficient. Embrace the magic of organization and productivity with Merlin Project!

Media

Media

Integrations Supported

Dropbox
Acterys
Box
Causal
Datameer
Deputy
Freshdesk
Freshservice
G-Accon
Google Drive
HubSpot CRM
HubSpot Marketing Hub
Lyftrondata
PayHero
Peaka
Time Doctor
Zendesk
iPayroll

Integrations Supported

Dropbox
Apple Mail
NotePlan

API Availability

API Availability

Has API

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$19.99
per month & user for macOS.
Other durations and iPad app available.
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

ProjectWizards GmbH

Date Founded

2001

Company Location

Germany

Company Website

www.projectwizards.net

Categories and Features

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

Construction Management

Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets

Job Costing

Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Legal Time Tracking

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management

Subcontractor

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Architecture

Client Management
Document Management
Project Management

Business Management

CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Project Management
Scheduling
Time & Expense Tracking
Training Management

Kanban

Collaboration Tools
Dependency Tracking
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Task Management

Mind Mapping

Brainstorming
Flowchart
Presentation Tools
Project Planning
Publishing / Sharing
Templates

Professional Services Automation

CRM
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Risk Management

Business Process Control
Compliance Management
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Reputation Risk Management
Risk Assessment

Scheduling

Alerts/Notifications
Automated Scheduling
Calendar Management
Employee Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling
Room Booking Management

Subcontractor

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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