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monday.com vs WorkflowMax

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Our analysts compared monday.com 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
monday.com Software Tool
SelectHub Award Winner
WorkflowMax Software Tool
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Product Basics

Analyst Rating

90 Detailed Analysis

User Sentiment

Excellent User Sentiment (22458 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (417 Reviews)

monday.com is a list-based cloud project management solution designed to streamline processes with automation, customization and collaboration. It allows users to build boards using templates or from scratch and customize fields, automations, colors and workflows. Users can view progress using custom dashboards or multiple views including Kanban boards, Gantt charts and calendars.

Collaboration tools include board discussions, updates and comments with mentions. It supports a mobile app and multiple integrations.

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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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$9/User, Monthly
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Tailored to your specific needs
Small
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Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Monitor Team Performance Centrally: Build custom dashboards with widgets and integrations to monitor insights like workload distribution and individual task progress. We created a dashboard that pulled insights from two boards with a live feed, Gantt chart, calendar view and custom charts.
  • Enhance Project Visualization: Switch between multiple project views, including Gantt charts, Kanban boards, calendar views and custom views to track your projects. We tested out the Kanban board and liked the drag-and-drop feature for tasks (also available via the list view). The project report view was also handy, with a nifty battery icon to denote progress, and 30 widgets you can add.
  • Communicate via Task Cards and Chat: Comment on task cards using the updates tab with additional instructions or information, tag teams or members and add attachments. Start a board discussion to communicate with all team members who have access to the board. We liked that a comment added to a task card you own also triggers an email notification.
  • Create No-Code Automations: Streamline task management by building automations with no-code templates or from scratch using conditions and actions. We built and tested a custom automation for a status change with two actions, and found it quite intuitive. You can check it out in-depth in the “See It In Action” section below.
  • Jumpstart Projects with Templates: Use the template center to build boards suited to the project you’re working on. Accessing pre-built boards designed for marketing, sales, design, construction, customer service, product dev, nonprofits and more. We liked that there were dozens (at least) of templates for each industry and even if you can’t find the exact template you’re looking for, you can find something pretty close.
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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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  • Custom Dashboard: Build your own custom dashboard using built-in widgets and third-party integrations. Get a bird’s eye view of your boards and teams along with individual team member and board views. Monitor workload, timelines, feed activity and custom charts, like in-progress tasks, from a central location.
  • Multiple Views: Toggle between different views to track your projects using Gantt charts, Kanban boards, calendar views, project reports and custom filters like task owner, status and timeline.
  • Task Management: Create tasks under custom groups like To-Do, In-Progress, On-Hold, and Complete and add personalized fields, assignees, due dates, labels, statuses and priorities. Mention assignees, add comments, files, links and tables directly in the tasks using the Updates tab. Drag and drop tasks and groups to reorganize things.
  • Automations: Streamline workflows with no-code automations using templates or building custom automations from scratch using conditions and actions. Apply automations to specific boards and save your custom automations as a template to use on other boards.
  • Templates: Create boards suited to your project needs by accessing the template center and choosing from a range of templates, including marketing, project management, sales and CRM, design, software development, and HR.
  • Workflow Management: Organize your processes by creating custom workflows. Search for the trigger you’re looking for and add it as a starting block. Build on those blocks by choosing from several options: action, if or else or delay. Select the board where you want the action to happen, add conditions and edit blocks. View active workflows and pause or edit workflows as processes change.
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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

#4

among all
Project Management Software

#27

among all
Project Management Software

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Analyst Rating Summary

90
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

monday.com
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 86 60 88 94 89 88 91 85 91 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 22458 reviews
Great User Sentiment 417 reviews
92%
of users recommend this product

monday.com has a 'excellent' User Satisfaction Rating of 92% when considering 22458 user reviews from 5 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 (26)
4.4 (8)
4.7 (12281)
3.2 (22)
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4.31 (95)
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4.3 (112)
4.6 (5123)
4.3 (116)
4.5 (265)
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4.4 (4763)
4.2 (64)

Awards

SelectHub research analysts have evaluated monday.com and concluded it earns best-in-class honors for Mobile Capabilities and Platform Security. monday.com stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Mobile Capabilities Award
Platform Security Award

No awards.

Synopsis of User Ratings and Reviews

Task Management: Users appreciated how easy it is to monitor tasks with customized views, an activity feed and task updates.
Collaboration: Instant messaging, integrations, board discussions and easy scheduling and planning were a plus for reviewers.
User-Friendly: Reviewers said it was simple to set up and use for less tech-savvy users, and liked the attractive, colorful interface with helpful templates.
What Users Like
Project Tracking: "The ability to customize columns and task dependencies lets us create a clear, tailored workflow." - Jeffery Zhou, CEO and Founder of Fig Loans
Interface: "The timeline and calendar views were particularly useful when we had multiple projects running alongside each other, helping everyone stay aligned without a lot of back-and-forth." - Rob Stevenson, Founder of BackupVault
Notifications: “The automation features were especially useful in notifying different people responsible at different steps of the journey while maintaining transparency and accountability with the rest of the team and building a frictionless and trust-based culture.” - Alok Jain, CEO of Reveal
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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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Cost: Reviewers noted that advanced features like customized notifications or time tracking required a plan upgrade which could become expensive.
Learning Curve: It takes time to get used to the navigation and features according to users.
Mobile App: Some users said the mobile app doesn’t have all the features available.
What Users Dislike
Complexity: “[monday.com] lacked some flexibility in handling complex, multi-step tasks that needed a lot of customization, which sometimes left us manually tracking those details elsewhere.” - Rob Stevenson, Founder of BackupVault
Time-Based Automations: “Creating an automation to notify a user three days after a certain date, for example, was more complex than it needed to be. We had to set up custom date columns to drive these instead of just being able to calculate it as a part of automation.” - Alok Jain, CEO of Reveal
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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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monday.com is a cloud-based project management platform that caters to a wide range of industries thanks to its customization, user-friendly interface and templates. It allows users to build boards from templates or from scratch and view projects through multiple views like list, calendar, Ganntt and Kanban. During our test, we enjoyed using the platform's pre-built templates and drag-and-drop feature to set up projects and reorganize tasks.Its task management features are stellar. We liked how easy it is to custom groups for tasks, assign them to specific team members, and leverage various communication tools like comments, mentions and board discussions. The updates feature means everyone is on the same page and the view option boosts accountability. On the automation front, we successfully used the built-in automation engine, which comes with both pre-made templates and no-code customization options, to build a custom automation for status changes with little to no difficulty.On the flip side, monday.com may have a slight learning curve for users who aren’t familiar with project management tools. Additionally, some advanced features, such as custom notifications and time tracking, require upgrading to a higher pricing tier, which could become expensive for larger teams.All in all, we thought monday’s intuitive interface, customization options and no-code automations make it a great option for users without a ton of technical expertise and a flexible budget.

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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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