Ratings and Reviews 2 Ratings

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ease
features
design
support

Ratings and Reviews 1 Rating

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features
design
support

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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 Revv?

Revv empowers businesses to differentiate themselves from their rivals by enabling rapid workflows while maintaining brand consistency. It serves as an invaluable ally for entrepreneurs aspiring to build their own enterprises. With its user-friendly interface and over 1000 pre-designed templates, users can operate autonomously without needing any coding knowledge or specialized skills. All your documents can be neatly organized in a single location, allowing you to focus on what truly matters. The platform's advanced machine learning features facilitate the streamlined navigation and analysis of intricate counter-party files, diminishing the reliance on external experts. Additionally, Revv offers integration with Zapier, allowing seamless connectivity with CRM and payment systems, or you can link it to Google Sheets to effortlessly import data into your documents. Notable features include a wide array of over 1000 pre-formatted templates, an intuitive document editor, a smart document repository that accommodates attachments, the ability to integrate applications through Zapier and native APIs, and options for filling out documents and obtaining e-signatures. With these tools at your disposal, Revv enhances your overall productivity and efficiency in handling business documentation.

Media

Media

Integrations Supported

Salesforce
Zendesk
Acterys
Datameer
Docusign
Dropbox
Freshservice
G-Accon
Google Drive
Google Sheets
HubSpot CRM
Lyftrondata
NationBuilder
OneSpan Authentication Servers
Pipedrive
Rippling
Shift
Stackreaction
StarfishETL
Stripe

Integrations Supported

Salesforce
Zendesk
Acterys
Datameer
Docusign
Dropbox
Freshservice
G-Accon
Google Drive
Google Sheets
HubSpot CRM
Lyftrondata
NationBuilder
OneSpan Authentication Servers
Pipedrive
Rippling
Shift
Stackreaction
StarfishETL
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$33/month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Revv

Date Founded

2018

Company Location

United States

Company Website

www.revv.so/

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
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
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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