WorkflowMax Reviews & Ratings

WorkflowMax

4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 2 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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What is helloHQ?

HelloHQ agency software optimizes operations across all departments within your agency, including marketing, sales, project management, and finance teams. This comprehensive project management tool eliminates the chaos of multiple applications and spreadsheets, offering a streamlined business process tailored for contemporary agencies. Whether you're onboarding new clients or managing existing projects, helloHQ equips you with the tools to effectively tackle project opportunities. You can seamlessly plan and monitor timelines and task groups that are automatically generated from your proposals. With quick and accurate tracking of expenses and time, you’ll maintain a clear understanding of your project’s budget status at all times. Furthermore, calculations can be made based on your proposals, recorded hours, retainers, or media budgets, providing the adaptability needed to meet your project's specific demands. By consolidating everything into a single platform, helloHQ significantly boosts collaboration and efficiency throughout your agency, fostering a more productive work environment for all team members involved. This holistic approach not only simplifies project management but also enhances the overall workflow, allowing your agency to thrive.

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.

Media

Media

Integrations Supported

awork

Integrations Supported

Acterys
Bookkeeper360
Box
Deputy
Exsalerate CRM
Freshservice
Google Drive
HubSpot CRM
HubSpot Customer Platform
Lyftrondata
MYOB
Oncord
Peaka
Runn
Shift
Teamstack
TheHouseMonk
Time Doctor
WebRezPro

API Availability

API Availability

Pricing Information

$14.00/month/user
3 different pricings: Team / Pro / Enterprise + Billings: 3/12/24 month

Pricing Information

$33/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

HQLabs

Date Founded

2012

Company Location

Germany

Company Website

www.hellohq.io

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Categories and Features

Project Management

Not specified

Workflow Management

Not specified

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

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