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What is infoRouter?

Manage the entire lifecycle of documents using infoRouter, a flexible electronic document management system (EDMS) designed specifically for small to medium-sized businesses. By providing users with crucial tools for capturing, organizing, searching, sharing, and storing important company documents and records, infoRouter significantly boosts efficiency and productivity. Furthermore, the system offers seamless integration with Microsoft Office applications, supports various languages, and features a web services API to ensure smooth functionality. This all-encompassing strategy allows organizations to handle their documentation processes with ease and effectiveness. Ultimately, infoRouter stands as a robust solution for businesses aiming to streamline their document management practices.

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

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Integrations Supported

Bookkeeper360
Box
Causal
Datameer
Deputy
Freshdesk
Freshservice
G-Accon
Google Drive
HubSpot Marketing Hub
Lyftrondata
MYOB
Peaka
Rippling
Salesforce
StarfishETL
Time Doctor

API Availability

API Availability

Pricing Information

$4750.00/one-time/user
Free Version
Free Trial Offered?

Pricing Information

$33/month
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

infoRouter

Date Founded

2001

Company Location

United States

Company Website

www.inforouter.com

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Categories and Features

Document Management

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

Proposal Management

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

Workflow Management

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

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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