Wrike vs WorkflowMax

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Our analysts compared Wrike 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

Wrike is a cloud-based software that helps users manage distributed projects and promotes team collaboration. With this program, teams can align priorities and speed up execution to boost business results.

With a strong focus on equipping teams to succeed, this vendor provides a robust suite of features that cater to marketing, creative, product development, business operations and professional services teams. It’s equipped with enterprise-level security and is designed to scale at a team and organizational level.
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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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$9.80/User, Monthly
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$20 Monthly
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Tailored to your specific needs
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Mobile

Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Gain Visibility Into Project Details: Wrike’s dashboards use widgets to show an overview of key data on a single screen. You can use the out-of-the-box widgets or create custom versions. This allows managers to track overdue items, see the tasks awaiting approval, view tasks based on status and monitor other details. 
  • Save Time: Automated reminders take work off of managers’ plates. Once a task is assigned, the system sends deadline alerts to the assignee and also sends managers update notifications for continual progress monitoring. 
  • Always Stay Connected: Wrike’s mobile app ensures anyone on your team can access project information from their device of choice, at any time and while on the go. 
  • Configure Integrations: Wrike Integrate enables you to integrate with thousands of other apps, giving your team access to the platforms you need. Additionally, it supports workflow automation and data syncing. 
  • Connect to Other Tools: Wrike supports integration with many of the top tools needed to enhance project success. Examples include Tableau for business intelligence insights, Box for file storage needs, Salesforce for CRM activities, SAML for single sign-on (SSO), Slack for messaging and GitHub for two-way task and issue management. 
  • Shape the System to Your Needs: Customizations allow you to get the most out of Wrike. Work in a way that’s best for your team by taking advantage of custom fields, workflows and more. 
  • Make Processes More Efficient: Using workflow rules, you can create standards that keep every task moving smoothly through each project phase. This makes it easy to track the status of every task and to ensure everyone receives the correct work in the proper order. 
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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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  • Gantt Charts: Zoom out to see the full view of a project’s tasks, dependencies, timeline and scope. The drag-and-drop interface makes it easy to adjust task dates and add dependencies. It’s also easy to toggle between different views (day, week, month, etc.). Wrike facilitates data transfer for users switching from Microsoft Project, ensuring all elements are imported for MPP, MPX and XML formats. 
  • Task Management: Wrike brings together all aspects of your project — tasks, schedules and team communications — into a single location for more efficient project management. The platform connects with Gmail, Apple Mail and Outlook, allowing you to manage tasks directly from your inbox. It also facilitates time tracking and reporting. 
  • Project Templates: A range of pre-built templates allow teams to start with key elements already in place. Specific template types include agile teamwork, project scheduling, event management, product launches, Kanban projects, ticketing and helpdesk, sprint planning, and product roadmaps. 
  • Reports: Wrike offers reporting capabilities to users with business and enterprise accounts. The report builder takes you through the four-stage process of creating a report, with inputs for type, source data, filters and layout (table or column). Report topics include weekly project status, unassigned tasks, active tasks by assignee and others. 
  • Wrike Resource (premium add-on): This feature provides resource management and is available with Business, Wrike for Marketers and Enterprise plans. A visual, intuitive interface facilitates workload planning and changes, providing full visibility of team performance. You can also customize resource utilization analytics tools to track KPIs for better insight. 
  • Wrike Proof (premium add-on): Streamline feedback processes and review cycles with visual tools and a centralized system that keeps version control in check. You can assign approvers internally as well as invite external reviewers. The software also connects with Adobe Creative Cloud tools, letting creatives review feedback and make updates from the app they work in. 
  • Wrike Lock (premium add-on): Wrike provides cloud security and privacy with encryption keys. Both your data and the keys are encrypted, letting you determine who can access and edit the information stored on the platform. You have full control over the individual keys via a master key that’s stored by the Key Management Service from AWS. 
  • Wrike Publish (premium add-on): This feature enables digital asset management (DAM). Integrations with DAM platforms provide a range of capabilities, including stakeholder collaboration and file proofing. You can also attach files to tasks, quickly search your workspace for the right asset and gain brand consistency across campaigns. 
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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

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#27

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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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 92 69 98 97 86 89 90 98 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

Great User Sentiment 4988 reviews
Great User Sentiment 417 reviews
85%
of users recommend this product

Wrike has a 'great' User Satisfaction Rating of 85% when considering 4988 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.

4.7 (42)
4.4 (8)
4.2 (2357)
3.2 (22)
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4.31 (95)
4.2 (1705)
4.3 (112)
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4.6 (369)
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Awards

SelectHub research analysts have evaluated Wrike and concluded it deserves the award for the Best Overall Project Management Software available today and earns best-in-class honors for Platform Features, Project Planning and Scheduling, Time Tracking and Management and Platform Security.

Analysts' Pick Award
Platform Features Award
Project Planning and Scheduling Award
Time Tracking and Management Award
Platform Security Award

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Synopsis of User Ratings and Reviews

User-Friendly Interface: Approximately 60% of users mention Wrike’s user-friendly interface and features in addition to easy installation.
Collaboration: According to 90% of users, it's easy to share files and collaborate with internal and external team members, stakeholders and business partners.
Support and Learning Materials: Wrike offers helpful customer support to help with implementation questions and any other concerns that arise as stated by 65% of users.
Customizable and Flexible: Approximately 75% of users say Wrike has a customizable and flexible system to fit their business needs.
Organization: There are plenty of folders and labels to keep files and projects organized, as reported by 85% of users.
Notifications: Wrike delivers various project notifications and alerts as stated by 61% of users.
Helpful Tools: Approximately 71% of users appreciate Wrike's various dashboards, Gantt charts, reports and other distinct modules.
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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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Steep Learning Curve: Of the users who describe Wrike's user interface, 39% say the interface has a steep learning curve and is hard to understand.
Training: Approximately 35% of users iterate that implementation training and support is available but is difficult to learn.
Alerts: Of the users who discuss Wrike's alerts and notifications, 38% of them say there's no way to adjust how many they receive.
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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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Wrike, a cloud-based project management platform, has attracted significant attention for its comprehensive features and ability to streamline workflows. Users frequently highlight its intuitive interface, robust functionality, and scalability as key strengths. The platform's customizability empowers teams to tailor their project management processes to their specific needs, enhancing efficiency and productivity. Wrike's Gantt charts, for instance, provide a clear visual representation of project timelines and dependencies, enabling project managers to track progress and identify potential bottlenecks. Additionally, Wrike's automation capabilities, such as automated workflows and custom request forms, free up valuable time for teams to focus on high-impact tasks. However, some users note that Wrike's extensive features can lead to a steeper learning curve compared to simpler project management tools. Navigating the interface and discovering all the functionalities may require some initial investment of time and effort. Additionally, while Wrike offers various pricing plans to accommodate different team sizes and requirements, some users find the cost to be relatively high compared to other options in the market. Despite these considerations, Wrike remains a popular choice for teams seeking a powerful and versatile project management solution. Its ability to adapt to diverse workflows, coupled with its robust features and scalability, makes it particularly well-suited for larger teams and organizations with complex project requirements. Wrike's comprehensive reporting and analytics capabilities further enhance its value proposition, providing valuable insights into team performance and project progress.

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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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