Marg WorkflowMax

Marg ERP 9+

What is WorkflowMax?

WorkflowMax is a comprehensive cloud-based job management software tailored for service businesses, especially those in creative, consulting, IT, and engineering industries. It provides end-to-end project tracking capabilities, including quoting, time tracking, job costing, task assignment, document management, and invoicing. By centralizing project workflows in one system, WorkflowMax helps teams streamline operations, improve productivity, and maintain real-time visibility across all stages of a job.

Why Choose WorkflowMax?

Businesses choose WorkflowMax for its all-in-one project and job management functionality, which eliminates the need for multiple disconnected tools. It’s ideal for service-based firms that need to track billable hours, manage team workloads, and generate accurate quotes and invoices. With seamless integration into Xero accounting software and other productivity tools, it simplifies financial and operational processes, helping teams save time and reduce errors.

Benefits of WorkflowMax

WorkflowMax offers several key benefits including improved job visibility, better project tracking, and accurate time and cost management. It enables teams to optimize workflows, reduce admin overhead, and bill clients faster with more accuracy. Additionally, the software helps improve collaboration by keeping all job-related data centralized and accessible, thus enhancing client satisfaction through more timely and transparent project delivery.

How to Use WorkflowMax

Using WorkflowMax starts with setting up your job or project by entering client details and creating tasks or milestones. Team members can then log their time against specific jobs, track progress, upload relevant documents, and update job status. Managers can generate quotes, assign tasks, monitor budgets, and create invoices, all from within a single interface—while integrated reports offer insights into project performance and financials.

Features of WorkflowMax

Key features of WorkflowMax include job and task management, time tracking, client management, quoting and invoicing, document storage, team scheduling, and powerful reporting tools. The platform also supports lead management, purchase orders, and integrates with tools like Xero, Dropbox, and Google Drive, offering a complete business workflow solution for project-based firms.


Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Standard

USD 45.00 //Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management
  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management

Premium

USD 95.00 //Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of the standard plan
  • plus
  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import
  • Includes features of the standard plan
  • plus
  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Online (Ticket),Business Hours
Customization: No
Languages Support: English

Who uses WorkflowMax

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: WorkflowMax
  • Headquarter: Auckland,

WorkflowMax Description

WorkflowMax is an all-in-one cloud-based job management software designed for service-based businesses such as agencies, consultants, architects, engineers, and IT firms. It streamlines the entire workflow by combining project management, time tracking, job costing, quoting, invoicing, and reporting into a single, user-friendly platform. Businesses choose WorkflowMax to gain greater visibility and control over their operations, reduce administrative overhead, and enhance team productivity. The software helps improve profitability by ensuring accurate billing and time tracking, while also fostering better collaboration and client satisfaction. Easy to use and highly customizable, WorkflowMax integrates with popular tools like Xero, Google Drive, and Dropbox, making it a scalable and efficient solution for managing end-to-end project workflows.

Key Features & Specifications

  • Timeline View
  • Project Templates
  • Idea Management
  • Kanban Board
  • Recurring Task Management
  • Time & Expense Tracking
  • Task Management
  • Status Tracking
  • Resource Management
  • Requirement Management
  • Project Planning
  • Portfolio Management
  • Percent-Complete Tracking
  • Milestone Tracking
  • IT Project Management
  • Issue Management
  • Budget Management

WorkflowMax Video

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User Reviews

WRITE A REVIEW
quotes

Keka app is an excellent software for payroll management. KEKA is easy to use, user-friendly, and straightforward to operate. It's an intuitive app that won't take you long to learn how it works.

What you like the most about Keka HR Payroll Platform?

It has many features and can be customized according to the needs of our business.

Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.

- Ajay Bhardvaj

Technical education At medtrical

quotes

Keka app is an excellent software for payroll management. KEKA is easy to use, user-friendly, and straightforward to operate. It's an intuitive app that won't take you long to learn how it works.

What you like the most about Keka HR Payroll Platform?

It has many features and can be customized according to the needs of our business.

Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.

- Ajay Bhardvaj

Technical education At medtrical

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

WorkflowMax has 2 plans,

  • Standard USD 45.00 /Month
  • Premium USD 95.00 /Month

WorkflowMax is the Project Management Software With Time Tracking used for the below functionalities.

Top 5 WorkflowMax features

  • Timeline View
  • Project Templates
  • Idea Management
  • Kanban Board
  • Recurring Task Management

WorkflowMax provides Online (Ticket),Business Hours support.

WorkflowMax is allowed 0 Days Free Trial.

WorkflowMax provides Help Guides,Video Guides,Blogs for the software training.

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