Top 5 Best Alternatives to WorkflowMax

Introduction

WorkflowMax has long been a go-to solution for businesses needing robust project and job management software. However, due to WorkflowMax shutting down officially on the 26th of June, forever, you will need to move all of your data off WorkflowMax By Xero or risk losing all of your data.

Thankfully the market is full of excellent alternatives that may better meet your specific business needs. In this blog, we explore the top 5 alternatives to WorkflowMax by Xero, each offering unique features and advantages.

1. Gojee

Overview:

Gojee is an all-in-one small to medium business resource planning solution tailored for businesses using or switching to Xero.

Key Features:

  • Real-time job profitability: Adds inventory to jobs and provides real-time profitability insights.
  • Cost-effective: Provides a comprehensive solution without breaking the bank.
  • Integrated technology stack: Streamlines business operations with a cohesive set of tools.
  • Centralized, secure data: Keeps all user data in one secure location.
  • Remote access: Available from anywhere, anytime.
  • Simplified management: Reduces the need to juggle multiple apps.
  • Quick implementation: Fast setup and deployment.
  • Two-way integration with Xero: Seamless integration ensures smooth data flow between Gojee and Xero.

Why Gojee is the Preferred Choice:

Gojee is designed to seamlessly integrate with Xero, making it an ideal choice for businesses that already use or are planning to adopt Xero. Its ability to add inventory to jobs and provide real-time job profitability insights as they are being created is a standout feature. The comprehensive management capabilities, ease of use, and exceptional support make it our top recommendation for businesses looking to enhance their operational efficiency.

2. Projectworks

Overview:

Projectworks offers a professional services-centric project management solution, born from a deep understanding of industry challenges.

Key Features:

  • Industry expertise: Originates from a professional services firm.
  • Comprehensive support: Assists with trial, data migration, onboarding, and training.
  • Project management tools: Offers a wide range of tools to manage projects effectively.

Why Consider Projectworks:

Projectworks excels in providing tailored solutions backed by extensive industry experience. Their hands-on approach and strong support throughout the implementation process ensure that businesses can effectively leverage the software to achieve their goals.

3. WorkGuru

Overview:

WorkGuru is an all-in-one job management software ideal for a variety of industries, including construction, manufacturing, and engineering.

Key Features:

  • Comprehensive toolset: Manages quotes, invoices, timesheets, and inventory.
  • Industry specialization: Designed for industries like construction, steel fabrication, and boat building.
  • Job costing and analysis: Provides tools for accurate job costing and performance analysis.

Why Consider WorkGuru:

WorkGuru’s versatile and comprehensive toolset makes it suitable for managing complex projects across multiple industries. Its ability to streamline operations both on-site and remotely enhances efficiency and productivity.

4. Scoro

Overview:

Scoro is a powerful work management software that integrates project management, CRM, billing, and reporting into a single platform.

Key Features:

  • End-to-end solution: Covers various business processes from project management to billing.
  • Customizable dashboards: Offers detailed reporting and insights.
  • Integrated CRM: Manages customer relationships seamlessly.

Why Consider Scoro:

Scoro’s comprehensive suite of tools provides a unified solution for businesses looking to streamline multiple processes within one platform. Its high level of customization and integration capabilities make it a strong contender for businesses of all sizes.

5. Monday.com

Overview:

Monday.com is a flexible project management and team collaboration platform known for its visual project tracking and customizable workflows.

Key Features:

  • User-friendly interface: Intuitive and easy to navigate.
  • Customizable workflows: Adapts to various business needs.
  • Third-party integrations: Connects with numerous applications for seamless operations.

Why Consider Monday.com:

Monday.com stands out for its adaptability and user-friendly interface. It’s an excellent choice for businesses seeking to improve team collaboration and productivity through effective project tracking and management.

Conclusion

Choosing the right project and job management software depends on your specific business needs. While all the alternatives listed here offer robust features and advantages, Gojee stands out as our top recommendation. Its seamless integration with Xero, comprehensive capabilities, and user-friendly design make it the ideal choice for businesses looking to streamline their operations and enhance productivity.

 

Key Benefits Image
Joyquip Logo

Success Story: Joyquip

Meet Joyquip, a company specialising in fuel automation.

With WorkflowMAX retiring, co-owner Andrew Joyce needed a new business management tool. The absence of an effective inventory system led to inconsistent stock levels and delays.

Switching to Gojee provided the flexibility and inventory control they needed. Inventory management became organised with real-time updates, reducing overhead costs and preventing stock-outs.

Andrew appreciated Gojee’s seamless integration with Xero and responsive customer support.

“It could be up to ten times faster depending on the complexity of the quote.” – Andrew Joyce, Joyquip

Key Benefits:

  • Streamlined Inventory Management: No more last-minute buys or overstocking.
  • All Around Efficiency: Reduced overhead costs and smooth job management.
  • Faster Quoting: More accurate and quicker quoting.
  • Seamless Xero Integration: Easy tracking of client and financial data.
  • Responsive Customer Support: Excellent support and easy onboarding.