WorkflowMax vs Zoho Sprints

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Our analysts compared WorkflowMax vs Zoho Sprints 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

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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Zoho Sprints is a cloud-based agile management tool to help agile teams plan, track and deliver projects seamlessly. It includes a drag-and-drop center that boosts planning by prioritizing tasks and setting reminders for each sprint. It allows users to create user stories, add estimation points, use timesheets to track work hours, leverage a personalized dashboard and schedule reviews and agile meetings. Different reports can be generated to monitor progress and identify bottlenecks such as burn-up and burn-down reports and velocity charts. Users can log in using a single password for all programs.

It serves businesses of all sizes in industries like startups, IT, real estate, marketing and more. It offers a free plan that supports five users, five projects and 500 MB of storage space. Its professional plan provides a 15-day free trial, and subscriptions are available by month or year. Their pricing page provides a calculator to simplify subscriptions based on the number of users. It also offers a separate hybrid methodology plan for teams with varied approaches by combining classical and agile methods to create a flexible and collaborative approach to managing complex projects.
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$20 Monthly
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$1/User, Monthly
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Tailored to your specific needs
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Chromebook
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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
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Knowledge Base
24/7 Live Support
Email
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FAQ
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Knowledge Base
24/7 Live Support

Product Insights

  • 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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  • Project Transparency: Scrum boards give visibility and transparency into all tasks to identify and report any issues that might affect project progress. Recent updates are reflected in feeds to give teams and managers insight into task development and improve overall decision-making. 
  • Accountability: Log billable and non-payable team hours into the system. Members may choose which item to work on and log the time they spent working on it. Approve timesheets with a single click to estimate how much time is needed for the next sprint and complete invoices efficiently. 
  • Prioritize Deliverables:  Create sprints and backlogs for important items and set reminders for alerting teams. Select items from the prioritized backlog and break them down into smaller tasks to be delivered in early sprints. Moving tasks by importance is quick and hassle-free with the drag-and-drop feature. 
  • Track Your Team: View where the team stands with the Scrum board. Customize boards by creating custom statuses, sorting filters and views while monitoring sprint activity with graphs based on task status. 
  • Project Analytics: Generate velocity charts, burn-down and burn-up charts, cumulative flow diagrams and turn data into actionable insights. Offers real-time analytics updates to make predictions and adjustments while identifying bottlenecks. 
  • Export History: Keeps track of all active and completed project exports with real-time file backups. Users can download files directly from the export history and don’t need to rely on export emails. 
  • Team Interaction: Search for upcoming and completed meetings to streamline meeting management. Send reminders to participating team members by feed and email to ensure that everyone is present at the meeting. 
  • Leverage Integration: Easily integrate with other Zoho applications in marketing, sales, accounting, customer support and more with a single login and password. Connect Zoho Sprints with more than 2,000+ apps to automate work and increase productivity. 
  • Collaborate Anywhere, Anytime: Available on iOS and Android, users can update boards, schedule meetings, post a comment and monitor team progress. Stay updated with reminders and feedback while planning, updating and organizing. 
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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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  • Scrum Board: Segment workflows beyond to-do, in progress and done. Drag-and-drop work items, stories and bugs into different completion stages. View tasks more efficiently with swimlane views sorted by priority, estimation point or story to know which items need attention. 
  • Feeds: Get status updates and reminders on team project activity and meetings; users can discuss via the comment section with teammates. The Activity Stream contains all stored activities displayed by date. 
  • Timesheets: Select assigned work items and log hours for them. Track billable and non-billed hours, approve time logs to understand workflow distribution for future estimation. Exports timesheets to generate invoices. Timesheet reports provide a quick summary of logged hours across sprints, along with their approval status. 
  • Dashboard Overview: Provides an overview of all individual and team projects. Monitor team productivity using status breakdowns of their visible work items to distribute work and identify engagement patterns. Actual vs. planned graphs keep sprints on track and streamline planning processes.
  • Epics: Click through for a detailed view of complex ideas in product backlogs and project statuses. Filter work items under an epic based on sprint parameters to obtain relevant views. Exporting is available as XLS or CSV files with set, recurring frequencies. 
  • Meeting Module: Schedule sprint planning, reviews and retrospective meetings for an efficient workflow. Daily stand-ups can be automated, while everyone receives notification reminders of important event due dates. 
  • Customization: Create custom roles and profiles for each member to regulate access privileges. Use custom fields and layouts for project insight, set custom project priorities, alerts and work in progress limits to streamline workflows and prevent overloading the team. 
  • Track Progress: Keep track of ongoing sprint progress with the sprint activity graph. Get visibility on work items that have been added, moved, closed, reopened or remained idle to understand progress and identify bottlenecks. 
  • Backlog Management: Plan work with backlogs and track statuses with visualizations to understand the type and number of tasks that the backlog contains and who is responsible for them. Categorize backlogs by custom work item, custom priority, tags, bugs, sorting, linking and epics. Advanced searches can filter backlogs and tickets by priority, project name, epic name, description and more. Backlogs make it easy to plan and prioritize work items that are in the format of user stories, tasks and bugs. 
  • Weekly Digest: View all progress for a particular week by switching between dates and selecting a week to view the number of work items in each status on a particular day. Work status is highlighted with respective color codes for easy identification. 
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Product Ranking

#27

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#28

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User Sentiment Summary

Great User Sentiment 417 reviews
Excellent User Sentiment 460 reviews
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.

90%
of users recommend this product

Zoho Sprints has a 'excellent' User Satisfaction Rating of 90% when considering 460 user reviews from 4 recognized software review sites.

4.4 (8)
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3.2 (22)
4.5 (151)
4.31 (95)
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4.3 (112)
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4.3 (116)
4.5 (229)
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4.4 (68)
4.2 (64)
4.8 (12)

Awards

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

User Favorite Award

Synopsis of User Ratings and Reviews

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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Functionality: All reviewers who referred to functionality noted that it provides robust features for project planning, tracking, organizing, customizing, managing and reviewing analytics.
Ease of Use: It is intuitive and easy to deploy, as noted by 97% of reviewers who refer to ease of use.
Leverage Integration: Nearly 89% of users said that its integration with other SaaS and Zoho products has helped improve communication, data accessibility, productivity and robust growth.
Value for Money: Around 93% of reviewers said that the software is cost-effective.
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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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Slow Performance: The system’s web-based interface tends to load slow and is buggy, as mentioned by around 80% of users who refer to performance.
Domain Limitations: All reviews mentioning domains disliked the fact that the system requires users and anyone they invite to register to be part of the same domain.
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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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Zoho Sprints has an intuitive user interface designed to help agile teams plan projects, track progress and deliver products on time. The tool has robust features that keep timesheets, monitor the status of tasks, prepare meetings and review analytics. It provides integrations for numerous applications and Zoho products. Reviewers pointed out that the web interface tends to load slow and is buggy sometimes. The system does not provide collaboration with external contractors if they are not included in the plan. However, the company is working to provide users with custom user roles and permission features. Overall, the solution is cost-effective and provides efficient customer support.

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