Paymo vs WorkflowMax

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Our analysts compared Paymo 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.

WorkflowMax Software Tool

Product Basics

Paymo is an online work management solution that supports resource scheduling, team collaboration, project accounting and time tracking. Managers can create projects, assign tasks to multiple employees, save templates for future use and monitor project progress using different task views like tables, lists, boards and Gantt charts.

Monitor team productivity with its built-in time tracker and accurate timesheets. Organizations can share data as time reports with clients for transparency. Its project accounting capability helps generate automated client invoices, tracks expenses and converts proposals into projects while keeping a check on financials and payments.
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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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$5.90/User, Monthly, Freemium
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Tailored to your specific needs
$20 Monthly
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Tailored to your specific needs
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Windows
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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

  • Manage Projects Efficiently: Divide complex projects into smaller tasks, create task lists, delegate tasks and set milestones. Achieve business goals using ready-to-use templates, task lists, milestone alerts and other measured steps. 
  • Streamline Workflows: Use Kanban boards to improve visibility and streamline workflows. Use pre-built project templates to avoid hassles and save time. Get visibility into project progress through flexible task views. Use Gantt charts to plan and schedule every detail of a project. 
  • Productivity Insights: Monitor employee time and leaves using extensive time-tracking tools. Get detailed team productivity insights through timesheets. Manage workloads and schedule tasks equally to avoid individual employee burnout. 
  • API and Integrations: Use APIs to connect with any open system or integrate using Zapier. Automate workflows by integrating with multiple third-party modules like Slack, GSuite, QuickBooks, Xero and more. 
  • Collaboration: Communicate, plan and manage work from a single place. Prioritize work using a visual burndown, set task dependencies using Gantt charts and view team workload on a resource calendar. Chat with teams in real-time on project updates and notify relevant people. Consolidate client agreements and price quotes in one place while updating email and in-app notifications. 
  • Actionable Insights: Get actionable insights to improve accountability within teams. Monitor task and employee work progress using Gantt charts. Reporting tools provide data on total work time, estimates, invoices and expenses. 
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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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  • Task Management: Use the Kanban module to organize activities, tasks, task lists, milestones and due dates. See full task views with details by switching to an advanced task view. Track, schedule and modify activities in real time using Gantt charts. Leave comments on tasks while discussing project updates with co-workers. 
  • Time Tracking: Monitor employee hours while in the office or on-the-go using desktop and mobile apps. Add, edit and view timesheet entries with few clicks. Use s stopwatch to record time spent on projects or browsers. 
  • Timesheet Reporting: Measure time spent on each task and project. Keep clients updated via static and live reports. Personalize reports by choosing from over 20 parameters. Display reports as bar charts or pie charts apart from the text version. 
  • Team Scheduling: Use a visual timeline to find underbooked employees and those available for work. Switch views to display all team and project bookings on a single screen. Convert ghost bookings that show up into real bookings. Save time and money using the built-in leave management tool. 
  • Invoicing: Send estimates prepared according to project plans for client approval. Create invoices manually in different languages or convert timesheets into invoices. Track project expenses and add them to invoices. Create invoices and receive payments using the payment gateway. 
  • Leave Management:  Set public holidays for the entire company in a few clicks. Get an overview of the total and remaining paid and unpaid leaves using the leave widget. Avoid team conflicts by signaling out-of-office time in advance in the team scheduler. Let employees apply for different types of leaves. 
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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

#57

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#27

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User Sentiment Summary

Excellent User Sentiment 1093 reviews
Great User Sentiment 417 reviews
93%
of users recommend this product

Paymo has a 'excellent' User Satisfaction Rating of 93% when considering 1093 user reviews from 4 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.

5.0 (16)
4.4 (8)
4.6 (585)
3.2 (22)
n/a
4.31 (95)
n/a
4.3 (112)
4.7 (477)
4.3 (116)
4.4 (15)
4.2 (64)

Awards

Paymo stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Time Management: Paymo provides tools for tracking time spent on tasks and projects, which can be helpful for individuals and teams to manage their time effectively and ensure that projects are completed on time and within budget.
Project Planning: Paymo offers features for planning and managing projects, such as creating project plans, assigning tasks, and setting deadlines. This can help teams stay organized and on track.
Team Collaboration: Paymo includes features that facilitate team collaboration, such as the ability to share files, communicate with team members, and track project progress. This can help teams work together more effectively and efficiently.
Client Management: Paymo provides tools for managing client relationships, such as creating invoices, tracking payments, and communicating with clients. This can help businesses streamline their client management processes.
Reporting: Paymo offers reporting features that allow users to track project progress, team performance, and other key metrics. This information can be used to make informed decisions about project management and resource allocation.
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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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Limited Free Plan: The free plan only allows for one user, making it unsuitable for even small teams.
No Dependencies: Users cannot establish task dependencies, which is a crucial feature for project planning and execution.
Mobile App Shortcomings: The mobile app lacks essential features, such as the ability to log time or expenses, limiting its usefulness for teams on the go.
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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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Paymo is a project management software that helps teams stay organized and on track. It offers a variety of features, including task management, project planning, resource management, and collaboration tools. Paymo has been praised by users for its ease of use, flexibility, and affordability. It is also highly customizable, so teams can tailor it to their specific needs. Paymo's time tracking feature is particularly well-regarded, as it allows users to easily track the time they spend on different tasks and projects. This information can then be used to generate invoices, track productivity, and make better decisions about how to allocate resources. However, some users have complained that Paymo can be difficult to learn, and that it lacks some of the features offered by more expensive project management software, such as advanced reporting and analytics. Additionally, some users have reported experiencing glitches with the sign-up process. Overall, Paymo is a solid choice for small and medium-sized businesses that are looking for a project management software that is easy to use and affordable. It is particularly well-suited for businesses that need to track time and expenses, as well as those that need to collaborate on projects with team members. However, businesses that need more advanced features may want to consider other options.

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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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