WorkflowMax is a cloud solution for efficient project management. This SaaS platform has combined the features of work operating, CRM, and accounting systems. As for job management, WorkflowMax offers a transparent process of task allocation with straightforward to-do checklists and deadlines. There is also functionality for capacity planning to keep the workload perfectly balanced. Other benefits of using WorkflowMax include an easy overview of all the assigned jobs with filters, milestone tracking, and alerts for upcoming deadlines.
The client relationship features cover tracking leads, recording and storing information on clients, sending branded quotes and invoices, and building custom reports. What makes WorkflowMax even more appealing is that it provides a lot of flexibility for businesses to tailor the platform to their unique needs. One can create custom print templates, data fields, and notifications.
Keeping an eye on modern SaaS products, we couldn’t leave WorkflowMax behind. We thoroughly tested it, and here are the issues we suggest fixing to enhance the user experience.
- April 19, 2021