Home > Project Management Software > LiquidPlanner > LiquidPlanner vs WorkflowMax

LiquidPlanner vs WorkflowMax

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Our analysts compared LiquidPlanner vs WorkflowMax based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
LiquidPlanner Software Tool
WorkflowMax Software Tool
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Product Basics

Analyst Rating

72 Detailed Analysis

User Sentiment

Great User Sentiment (1654 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (417 Reviews)
LiquidPlanner is a cloud-based solution that lets teams monitor and collaborate while managing resources, projects and portfolios. It uses a distinct scheduling methodology that focuses on prioritizing tasks. It provides a simple drag-and-drop interface, social communication tools and integrations to support project workflows of all sizes.

It matches the needs of SMEs and large enterprises in industries like IT, professional services, marketing teams, development management and more. It provides a 14-day free trial and a professional plan priced per user per month. It also offers an enterprise plan, which is ideal for large organizations.
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WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects.

It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads.
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$15/User, Monthly
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Product Assistance

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Product Insights

  • Smart Scheduling: Comes with an insight algorithm engine that automatically adapts to schedule changes. Any changes made to dates, priorities and task dependencies are automatically updated in real-time based on member availability for more efficient workflows. 
  • Effective Collaboration: Reduce team meetings and email silos by collaborating using the comment section. Organize comments and notify individual team members by using @ mentions and tags. 
  • Streamline Task: Create and assign tasks that can be broken into subtasks for each project. Checklist items under subtasks can also be assigned to one or more members to help meet deadlines. 
  • Visualization: Dashboards simplify project visualization using highly customizable widgets dynamically linked to the workplace. Measure and track KPIs. Creative teams can share visual concepts or communicate with clients about key project statuses. 
  • Time Tracking: Track actual working hours for each task, event or milestone. Members can enter multiple time entries to add additional time to tasks. Each member has a personal timesheet, and managers can review and export timesheet data. 
  • Advanced Analytics: Analytics and reporting are highly customizable, enabling project teams to produce roll-up reports across all data dimensions. Gain insight into current plan data, including delta calculations, by comparing the original plan to what actually happened. 
  • Job Costing: Calculates project cost automatically based on submitted timesheets, helping management monitor budgets. 
  • Leverage Integration: Integrate with Google Drive, Dropbox and Box to enable direct file uploading and live document linking. Automate work and boost productivity by connecting LiquidPlanner with 2,000+ other apps. 
  • Mobile Application: Available on iOS and Android, users can view projects, collaborate, track time, update progress and more from anywhere at any time. 
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  • Consolidate Work: Access all business tools from one place. Avoid unnecessary hassles by launching multiple applications from a single suite to deliver work faster and efficiently. 
  • Accessibility: Access data anytime, anywhere using mobile applications for Android and iOS. Manage jobs on-the-go and tick milestones when met. Access client information while syncing with the desktop app quickly. Send photos, videos and other documents as attachments. 
  • Collaboration: Let clients and contractors log in from anywhere to view work progress time against a job. Store all project information in one place while uploading images, documents and pictures. Restrict information action via permission settings for staff and clients. Stay updated with project progress and share details with teams. 
  • Integrations: Seamlessly integrate with Xero’s suite of modules to maximize business performance. Push sales invoices into Xero while automatically syncing corresponding payment dates. Update job profitability reporting and create bills payable. Avoid data duplicity and receive useful business profitability insights. 
  • Customization: Personalize it to suit an organization’s needs. Create branded and professional custom print templates to save time. Extract powerful and specialized data using custom fields to operate a business better. Keep pace with approaching deadlines by creating unique notifications. 
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  • Workflow Management: Use packages to group and store projects in the workspace to streamline workflow. The status model offers visibility into active vs. pending projects and naturally strengthens priorities by listing projects from top-to-bottom
  • Project Management: Create projects, tasks, subtasks and enter estimated completion hours to get a predictive scheduling date for project completion. Predictive scheduling automatically takes into account team availability, workload and priority
  • Built-In Collaboration: Use the collaborative tab to provide detailed work descriptions, conduct threaded discussions, add links and attach documents to projects. Collaborate through mention comments and hashtags
  • Resource Management: Resource workload reports help management visualize team capacity and assign tasks accordingly. The People tab shows team members’ working hours, dates, assigned tasks and indicators for when a member risks missing a date
  • Dashboard: Provides a dashboard that can be customized and shared with teams, shareholders and external collaborators. It offers visibility into projects, finances and trends in real time
  • Timesheet: Daily and weekly subtotals of logged hours are displayed below each date and week. Quick Filter fields locate matching results from names, packages, clients, sub-folder or projects
  • Budget Management: Billing and pay rules allow users to set rate sheets that permit adding currency value in terms of money in and out for each estimated hour. The scheduling engine can also determine assigned work and calculate cost accordingly
  • Card View: Provides a Kanban-style flow to move projects and tasks through custom fields — from In Progress to Pending, Approved and Done. Customize cards to represent a working item and its status as it moves through a workflow
  • Reporting: Generate reports for project performance reports, resources, baseline trends, costs and profits, customer portfolio and more for one single project or the whole portfolio
  • Baseline Metrics: Snaps a daily project plan baseline automatically to compare project status to any point in the past. Run a baseline report on tasks, projects or clients
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  • Lead Management: Track leads, sales projections and proposals from a single location. Transform leads into winning quotes, jobs, invoices and eventually into profits. Customize lead categories to forecast lead conversion correctly while projecting cash flows. Monitor team activities and overdue tasks for new business developments. 
  • Client Management: Maintain profitable and productive relationships with clients. Use custom fields to store unique customer and client information. Store unlimited contact details to client records and contact them directly. Use a global search function to search for a client’s details while using filters to locate information quickly. Build stronger relationships by adding custom information like birthdays, preferred time to contact, pet’s name and more to client data. 
  • Document Management: Use the document management tool to access all crucial project-related information. Save time by automating document storage processes and emails. Set up a unique email account to send important attachments required for a job. Sync with multiple devices and integrate with Google Drive, Dropbox and Box to access documents easily. 
  • Staff, Task and Job Management: Manage people, jobs and tasks from one place. Track resources, costs, profitability and time for every job. Delegate tasks, to-do checklists, estimated time on each task and due dates using the task manager. Create adjustable milestones, deadlines and project due dates. Automate recurring jobs and tasks to reduce time spent on repetitive tasks. 
  • Time Tracking: Enter time in eight different ways and track and report on every single minute daily. Record time within dashboards, by tasks or timesheets. Track employee time on-the-go using mobile apps. Record how time was spent and share information with clients. Optimize billable values by choosing the nearest decimal rounding option. 
  • Invoicing: Get paid faster by creating invoices just in a few clicks. Design invoices based on actual time and costs, quoted time and costs, progress amounts or percentage values. Create a simple invoice with basic project information or a detailed one by adding costs, tasks and rates. Save time by sending multi-job invoices. 
  • Reporting: Make smarter business decisions by gaining real-time insights into productivity, workflows, performance and profitability. Understand profitability across multiple client categories and improve business processes. Extract relevant information by building reports using multiple fields and criteria. Improve cash flows by getting a snapshot of billable jobs. 
  • Purchase Order Management: Streamline job cost management using purchase order management tools. Track actual orders, cost and bills payable, ensuring nothing falls through the cracks. Integrate with Xero to keep financial job reporting intact. Use flexible receipt processes to display full or half orders received. 
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Product Ranking

#106

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#27

among all
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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

LiquidPlanner
WorkflowMax
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Customizations Dashboards And Reporting Mobile Capabilities Platform Features Project Planning And Scheduling Project Tracking Task Management Team Collaboration Time Tracking And Management 57 97 16 72 81 68 93 73 71 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 1654 reviews
Great User Sentiment 417 reviews
86%
of users recommend this product

LiquidPlanner has a 'great' User Satisfaction Rating of 86% when considering 1654 user reviews from 6 recognized software review sites.

85%
of users recommend this product

WorkflowMax has a 'great' User Satisfaction Rating of 85% when considering 417 user reviews from 6 recognized software review sites.

4.8 (15)
4.4 (8)
4.2 (227)
3.2 (22)
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4.31 (95)
4.3 (634)
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Synopsis of User Ratings and Reviews

Functionality: All reviewers who referred to functionality noted that it provides robust features for project planning, organizing, customizing, managing and reviewing analytics.
Scheduling: Every user liked the ability to enter estimated working time and have work scheduled automatically.
Tracking: Around 98% of users who specified tracking said that it makes tracking multiple projects and resources easy.
Collaboration: All reviewers liked that teams can comment while attaching files and documents on each task for a streamlined workflow.
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Client Management: WorkflowMax offers tools to manage client information, including contact details, project history, and billing information, providing a centralized location for client data.
Project Tracking: The platform allows users to track project progress, budgets, and deadlines, ensuring projects stay on track and within budget. This includes features such as Gantt charts and task management tools.
Time Tracking: WorkflowMax simplifies time tracking for both employees and contractors, with options for manual entry, timers, and timesheet approvals. This streamlines payroll and billing processes.
Reporting: The software provides various reporting options, including project reports, financial reports, and staff productivity reports, offering insights into business performance and areas for improvement.
Integrations: WorkflowMax integrates with other popular business tools, such as Xero accounting software and Google Apps, allowing for seamless data flow between systems.
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Outdated UI: Almost all reviewers disliked that it has an out-dated user interface that makes it difficult to navigate.
Learning Curve: The system involves a steep learning curve, as noted by 95% of users.
Expensive: Nearly 92% of users said that it is expensive in comparison to similar applications.
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Limited Functionality: WorkflowMax may not be suitable for larger or more complex projects due to limitations in features such as resource management and project portfolio management.
Usability Challenges: Some users find the interface to be clunky and unintuitive, leading to a steeper learning curve and potential frustration during daily use.
Reporting Limitations: Generating customized reports can be challenging, and the available reporting options may not meet the specific needs of all businesses.
Integrations: While WorkflowMax offers some integrations, it may not seamlessly connect with all the tools and software that a business uses, potentially leading to data silos and inefficiencies.
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LiquidPlanner provides robust functionality to plan and execute work. It offers unique predictive resource-based scheduling that organizes based on priority. It makes tracking multiple, large, complex projects possible and easy. Users can comment and attach files to each task to simplify communication and collaboration. Reviewers complained that its outdated user interface has made navigation difficult and confusing at times. It also involves a steep learning curve that requires time and training to get used to it. Its high price tag compared to other solutions was also mentioned.

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WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. Its intuitive interface and comprehensive project management tools make it particularly well-suited for small and medium-sized businesses that require a streamlined solution for managing their projects, tracking time, and invoicing clients, especially those already utilizing Xero's accounting software.

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Screenshots

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Head-to-Head Comparison

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