Project Insight vs WorkflowMax

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Our analysts compared Project Insight 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.

Project Insight Software Tool
WorkflowMax Software Tool

Product Basics

Project Insight is an enterprise web-based solution that serves as a centralized hub to delegate tasks, monitor productivity and collaborate at every stage of the project cycle. Users can formalize the process for internal project requests or submit project proposals to clients with customized forms.

It emphasizes project prioritization, collaboration, resource allocation and management, reporting and scheduling to help managers with better decision making. It serves project-based industries like market research, networking hardware company, healthcare organization, heavy industry and more. It also provides a free edition with modules that can be added at an extra cost.
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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, Freemium
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$20 Monthly
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Tailored to your specific needs
Small
Medium
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

  • Resource Allocation: Allows for bulk task assignment according to skill sets, swapping resources depending on changing operational needs or balancing resource workloads. Visualize workloads using resource management tools to avoid excessive or underused resources. 
  • Project Prioritization: Define organization goals, critical success factors, key performance indicators in the project scorecard and weigh all projects by agreed criteria. It also helps identify the most profitable projects and while delegating team tasks. 
  • Unify Work: Streamline processes and reduce double data entry with its out-of-the-box integrations. Eliminate manual data synchronization and concentrate on business strategy with its Work Where They’re At feature that syncs data for instant visibility. 
  • Team Collaboration: Centralize relevant project information and keep team members in the loop about tasks. Users can comment and collaborate on any item within the system. 
  • Customization Capabilities: Allows managers and team members to customize the portal, task list views, reports, theme, dashboard and more. Administrators can add custom fields without any programming, while foreign language and cultural templates can also be applied to different users. 
  • Scheduling: Intelligent scheduling features provide a full view of shift schedules that can be edited by drag and drop, double click or right clicking. Leverages all task dependencies and types to auto-update project schedules when changes are made to ensure that everyone is on the same page 
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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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  • Centralized Collaboration: All project documentation and communication is kept in one place for end-to-end visibility and collaboration. 
  • Reporting: Run portfolio reports as bar, pie or line graphs. Users can customize, transform and share data with team members and stakeholders. It also offers project summary reports with earned value calculations. 
  • Time and Expense Tracking: Allows team members to enter daily time and expenses across multiple projects and create invoices when approved. Attach receipts to expenses from a desktop or take a photo from mobile devices. 
  • Dashboards: Arrange the dashboard layout to see the most important information with customizable widgets, including notifications, tasks, projects, issues and more. Users can sort tasks by date, add and delete columns to reports or only display work this week. 
  • Resource Management: Assign team members to projects by group, department or company. Effectively monitor and balance the resources from a single report over multiple projects. 
  • Project Templates: Create and reuse an unlimited number of project templates constructed from the organization’s current processes and best practices of the organization to save time and manage productivity. 
  • Seamless Integration: Offers out-of-the-box integrations, REST API and automation capabilities to manage all projects, portfolios and work systems in one place. Aggregates key applications like Jira, Zendesk, DevOps, QuickBooks, Trello and more to provide real-time insights to stakeholders and project managers. 
  • Intelligent Scheduling: Leverage advanced functionalities including constraints, lead and lag times, split tasks, auto-scheduling tasks and interactive Gantt charts with drag-and-drop. Task dependencies allow schedules to be changed with just a few mouse clicks instead of line by line. 
  • Portfolio Management: Real-time project views empower project managers and executives to identify at risk projects in order to make timely decisions. 
  • Project Budgeting: Manage projects with planned target budgets and compare them to actuals in real time. Track labor, non-labor costs and expenses at the task, phase, project, and portfolio levels in real time. 
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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

#17

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#27

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User Sentiment Summary

Great User Sentiment 128 reviews
Great User Sentiment 417 reviews
85%
of users recommend this product

Project Insight has a 'great' User Satisfaction Rating of 85% when considering 128 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.

4.0 (2)
4.4 (8)
3.5 (12)
3.2 (22)
4.38 (57)
4.31 (95)
4.4 (54)
4.3 (112)
n/a
4.3 (116)
2.0 (3)
4.2 (64)

Synopsis of User Ratings and Reviews

Improved Team Communication: Users found that Project Insight streamlined communication, allowing team members to easily share updates, files, and messages in one central location. This reduced confusion and kept everyone on the same page.
Enhanced Project Visibility: Project Insight provided a clear overview of project progress, making it simple to track deadlines, milestones, and potential roadblocks. This allowed for proactive problem-solving and more efficient project management.
Streamlined Workflow: Users appreciated the ability to automate tasks and create custom workflows within Project Insight. This saved time and reduced the risk of errors, leading to a more efficient and productive work process.
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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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Difficult to learn: Users have reported that Project Insight's interface is not intuitive and requires extensive training to use effectively. This steep learning curve can be a major obstacle for teams who need to get up and running quickly.
Limited third-party integrations: A common complaint is the software's limited ability to integrate with other popular tools, which can hinder workflow efficiency for teams reliant on a diverse tech stack.
Reporting limitations: Users have expressed frustration with the inflexibility and limited customization options for reports, making it difficult to extract and analyze project data in ways that suit their specific needs.
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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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User reviews from the past year suggest that Project Insight is a comprehensive project management software that excels in its ability to streamline project management processes, enabling teams to deliver projects on time and within budget. Users praise its ease of use, comprehensive features, and ability to effectively manage resources across multiple projects. For example, one user highlighted the seamless integration of projects, sales, and invoicing, emphasizing its robustness in handling capacity and resource management. However, some users have expressed a desire for more intuitive report building capabilities and the ability to dynamically hide and unhide completed tasks without resorting to generating reports. Despite these minor drawbacks, Project Insight is highly regarded for its ability to track projects, forecast timelines, generate Gantt charts, and monitor employee time. Its strength lies in providing a centralized platform for managing all aspects of a project, from planning and scheduling to resource allocation and collaboration. This makes it particularly well-suited for teams that require a robust solution to manage multiple projects, track resources, and facilitate seamless collaboration.

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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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