Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 2 Ratings

Total
ease
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 Teamogy?

Teamogy is the comprehensive solution tailored to meet the diverse needs of your organization. It enables you to focus more on your primary business activities while enhancing collaboration across teams. This leads to a rise in profitability and ensures that your projects are managed with the utmost professionalism. Everything you need is conveniently consolidated in one place! Your main focus should be on your core business, innovation, client relationships, and project execution. Even with remote team members, seamless collaboration is possible; all it takes is a web browser and an internet connection. Gain real-time insights into your company's operations, including job management, crucial documents, time tracking, and financial performance, all readily available when you need them. Teamogy empowers you to assign tasks and allocate time for your team members on specific clients while enabling you to monitor the time spent efficiently. You’ll have a clear understanding of your team's current activities and their overall productivity. Numerous satisfied agencies worldwide are already benefiting from its capabilities, showcasing its effectiveness and reliability. With Teamogy, not only do you streamline operations, but you also foster a culture of accountability within your organization.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Causal
Datameer
Deputy
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Peaka
Rippling
Runn
Salesforce
Shift
StarfishETL
TheHouseMonk
WebRezPro
Xero
Zendesk
iPayroll

Integrations Supported

Zapier

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard 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

AD-IN-ONE

Date Founded

1997

Company Location

Czech Republic

Company Website

www.teamogy.com

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

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Architecture

Bills of material
Client Management
Contact Management
Contract Management
Document Management
Project Management
Proposal Management
Quotes/Proposals

Business Management

Billing & Invoicing
Financial Management
Order Management
Project Management
Scheduling
Time & Expense Tracking

Financial Management

Budgeting & Forecasting
Financial Reporting
Project Management

Project Management

Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Kanban Board
Time & Expense Tracking

Public Relations

Contact Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Configurable Workflow
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations

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