Top 5 WorkflowMax Alternatives for Smarter Project Management

Are you a WorkflowMax user and tired of its complex interference and slow down issue? No more worries! You are just at the right place to find a better WorkflowMax alternative that will offer you more advanced features and better functionality.

In this blog, I have brought you the top 5 best alternatives to Workflowmax that will prompt you to switch your CRM software today! Let’s dig in: 

🔑 Key Takeaways: Top 5 WorkflowMax Alternatives – WorkflowMax is a solid job management tool, but it can feel complex and limited for teams needing more flexibility and modern features. – Popular alternatives like Bonsai, ManyRequests, Scoro, Trello, and Taskip offer different strengths for managing projects, clients, and daily work. – Many of these tools provide all-in-one solutions with project management, CRM, invoicing, and automation built in. – Platforms with simple, user-friendly interfaces help teams onboard faster and reduce manual work. – The right WorkflowMax alternative depends on your business needs, but choosing a tool that balances features, ease of use, and value leads to better efficiency.

What is WorkflowMax?

WorkflowMax is an all-in-one project/job management software that has a built-in CRM that is designed to handle the entire client journey from capturing leads, job management, time tracking, to invoicing.

It manages jobs, tasks, time, and costs within one platform. However, for full sales management, it works best with a specialized CRM like HubSpot or Exsalerate. 

WorkflowMax Limitations: Why Look For Alternatives? 

Xero, the developing company of WorkflowMax, announced the retirement of the product on June 2024. It was then replaced by WorkflowMax by BlueRock, which shows many shortcomings that make you think of switching to a better WorkflowMax alternative. 

Limitations of WorkflowMax

❌Complex User Interface: The user interference of WorkflowMax is complicated, and users often find it hard to navigate. 

❌No Service Catalog: WorkflowMax does not have a service catalog to present each service’s details and pricing. 

❌Limited Mobile Functionality: Compared to WorkflowMax’s desktop version, the mobile version has limited functionality. 

❌Can Be Slow: Has slowed down records during peak hours. 

❌Limited Third-Party Integration: WorkflowMax has limited third-party integrations; it only supports 30+ apps, which is very few compared to WorkflowMax alternatives. 

❌Minimal Customization: It offers limited reporting and invoicing features. So, passing desired information to the clients is difficult. 

Why Trust Taskip’s Review on WorkflowMax Alternative? Taskip is backed by over 20+ expert developers who are dedicated in building SaaS solutions. We test and try hundreds of software regularly to evaluate performance and experience. Our reviews are provided from real experience of using the application; therefore, you can trust our recommendation.

Quick Comparison of Top 5 WorkflowMax Alternatives

SL	Platforms	Best For	Automated Billing	Setup Complexity	Service Catalog	White Labeling	Starting Pricing
1	Taskip	All-over client management	✅	Simple	✅	✅	$12/Mo
2	Bonsai	Small agencies & freelancers	✅	Simple	✅	✅	$15/user/month
3	ManyRequest	Productized service agencies	✅	Moderate	✅	✅	$29/m
5	Scoro	Mid-to-large professional firms	✅	High	✅	✅	$23.90/user/month
4	Trello	Simple visual task tracking	❌	Very Simple	❌	❌	$5/m

Top 5 WorkflowMax Alternatives: A Throughout Analysis 

1. Taskip 

Taskip overcomes all the drawbacks you are facing in WorkflowMax. It has a simple and easy-to-use dashboard that anyone can navigate without requiring any technical knowledge. Taskip further has automation features that make workflow, lead generation, quotation, and invoicing much easier. 

Best Features of Taskip

• Service Catalog

With the Taskip service catalog feature, you can present all your services separately, including service categories, pricing, types, and status at a glance. This makes the buying/purchasing process much easier for the customer. 

• Lead Generation

With this feature, Taskip allows you to capture leads from websites, social media, email, or manual entry. And the best part is, every lead gets a complete profile from day one. This way, you can track where the best leads come from and thus can turn leads into real customers within a single dashboard. 

• Client Portal

Taskip provides your clients with a branded portal where they can track projects, view invoices, upload files, and communicate with your team without moving back and forth. From here, the clients can track the progress of their project and get real-time updates. 

• Form Builder & Documents

You can create forms to gather information from your clients in the most convenient way. With customization facilities, you can easily personalize your form’s title, description, button text, and styles. Besides, organizing and sharing your document is possible right from Taskip. 

• Meeting Scheduling 

You can book meetings directly from Taskip. It integrates with Google Meet and Zoom. You can set reminders and get alert of your meetings, so you never miss a beat. 

• Automate Workflow

From auto-replies to task management, Taskip automates your work, saving you time and boosting productivity! You can quickly set custom triggers and automate your workflows with ease.

• App Integration

Taskip integrates with 100+ third-party apps. Wether its Facebook, WhatsApp, or payment systems like Stripe, PayPal, Taskip smoothly integrates, offering you a centralized solution. As a result, you don’t need to switch from one app to another.

Taskip Limitation 

• Advanced features are yet to launch (coming soon)
• Mobile app not available yet (coming soon) 

Taskip Pricing

Apart from the free plan, Taskip offers three paid plans. These are as follows:

Ratings & Review 

Platform	Rating	User Feedback
G2	4.3/5	“As a freelance web developer, my day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow. Now, monitoring project progress is effortless, allowing me to focus on what I do best without missing a beat. It truly feels like I’ve gained an extra set of hands to manage the administrative side of my business!” SUBRATA S.
Trustpilot	3.7/5	“Fantastic, I’m using this software last 8 month and this is awesome. Specially its invoicing system and from builder. I also like Project Management part. I love this and thanks.” – Nurul Amin

Why Is Taskip a Better WorkflowMax Alternative? 

Taskip is a great WorkflowMax alternative as it offers extensive customization and automation that WorkflowMax lacks. You can automate quotation, invoicing, and proposals with this software. 

Additionally, Taskip offers 100+ third-party integrations. In contrast, WorkflowMax offers only 30+. Besides, the mobile version of Taskip has full features as in the desktop version, so you will always have a great experience, whether using the software on a desktop or on a mobile device. 

2. Bonsai

Managing your project, clients, and finances is easier with Bonsai. It streamlines your workflow so you never miss your deadlines. Bonsai has tailored features for every role that ensure smooth collaboration and efficient operations, and simplified project management across the board. 

Best Features of Bonsai

• Unified project and client managemnet

• Custom automated workflows
• Sales pipeline 
• Integrated time tracking
• Robust invoicing and payments 
• Efficient client management
• Comprehensive reporting

Bonsai Limitation 

• Not designed for large teams
• Limited mobile functionality
• Fewer integrations
• Limited reporting/customization
• Can feel expensive 

Bonsai Pricing

Ratings & Review 

Platform	Rating	User Feedback
G2	4.3/5	“It’s incredible to send contracts, proposals, invoices, and forms to clients all in the same platform. I love that Bonsai is a one-stop shop for freelancers and small businesses. I use Bonsai almost every day for my business. Their support team is very helpful and quick to respond to any issues I may have encountered.” Chelise B.
Trustpilot	4.1/5	“Timely response to my questions and went the extra distance to provide insight into future product enhancements.” Support Digital Clicks

Why Is Bonsai a Better WorkflowMax Alternative?

Bonsai has a simple and easy-to-use interface compared to the complexity of WorkflowMax, which makes it a better WorkflowMax alternative. Moreover, it has built‑in contract creation, e‑signatures, branded client portals, and easy proposal tools that WorkflowMax lacks. 

Therefore, if you want a more interactive solution with advanced features, Bonsai is a better WorkflowMax alternative. 

3. ManyRequest

ManyRequest is an ideal alternative to WorkflowMax. It is built for creative teams to replace the messy stack of tools with one seamless platform. It has advanced features; whether it is time-tracking, billing, CRM, or reporting, ManyRequest makes all possible with ease. 

Best Features of ManyRequest

• Easy set-up; requires only 5 minutes
• Branded Client Portal
• Real-time reporting 
• Strong CRM
• Automatic billing
• Chaos-free project management 
• Customized domain 

ManyRequest Limitation 

• Doesn’t have multi-workspace support
• Doesn’t have a customized quotation and proposal creation feature 
• Fewer integrations compared to larger platforms
• Might not be suitable for complex workflows

ManyRequest Pricing

Ratings & Review 

Platform	Rating	User Feedback
G2	4.5/5	“We have been using manyrequests for almost a year now for our client projects and its one of the best project management system and a client portal we have used so far, it has almost all the customization options we require, time tracking, checklists, ticketing and feedback from our clients, which helps us to combine everything in one place.” – Sharon J.

Why Is ManyRequest a Better WorkflowMax Alternative?

ManyRequest is often seen as a better WorkflowMax alternative as it has a simpler and more intuitive interface for managing clients and tasks. It centralizes client communication, forms, and service delivery without needing multiple apps. 

Moreover, WorkflowMax’s integrations and workflow automation are very limited compared to ManyRequest mankind it a better alternative. 

4. Scoro

Scoro is a popular project management software, built for consultancies, agencies, IT, architecture, engineering, and other professional services firms to gain visibility, boost profitability, and standardize operations.

With this software, you can manage your entire project lifecycle in a single platform. Planning and forecasting resources, budgeting, cost management, time tracking, etc., is possible from a single interference. 

Best Features of Scoro

• Advanced quoting to cash workflows
• Real‑time project planning & Gantt charts
• Resource & capacity planning
• Custom dashboards & rich reporting
• Built‑in time tracking & billing
• CRM & sales pipeline
• Strong integrations

Scoro Limitation 

• Steep learning curve and complex setup
• Mobile app lacks full desktop functionality
• Limited built‑in communication tools
• Higher pricing

Scoro Pricing

Ratings & Review 

Platform	Rating	User Feedback
G2	4.6/5	“A few new things I’ve come to appreciate about Scoro are its continuous interface improvements, enhanced automation tools, and growing integration ecosystem. The updated UI feels cleaner and more intuitive, making it easier to navigate between projects, finances, and tasks. I’ve also found the expanded automation rules incredibly helpful—they reduce repetitive admin work by automating status updates, notifications, and data syncing. Finally, the increasing number of native integrations, especially with accounting and productivity tools, has made Scoro even more central to our workflow. These updates show that the platform is evolving in ways that genuinely improve day-to-day efficiency.” – Rebecca B.
Trustpilot	3.3/5	“One of the best products out there for everything a basic company needs. Calendar, task list, dashboards, reports, quoting and budgeting, billing and so on. Very customizable. Also, they have a very good customer service.” – L P

Why Is Asana a Better Workflowmax Alternative?

Scoro has more advanced financial reporting, data fragmentation, and project planning features compared to WorkflowMax. As an alternative to WorkflowMax, it offers you broader integrations and deeper connections to accounting, email, calendars, CRM systems, etc.

Moreover, WorkflowMax is very basic and not ideal for scaling your business. But if you want to scale and grow, Scoro is a better WorkflowMax alternative.

5. Trello

Trello is well known for speed, simplicity, and visual task management. It has an equivalent mobile and desktop version that functions great, unlike WorkflowMax. Besides, the power-up feature allows you to integrate Trello with versatile tools to streamline your tasks.  

Moreover, it integrates with Gmail and Micrososft Team for easy communication. 

Best Features Of Trello

• Very simple and easy-to-use interference 
• Great visual insights 
• Readymade template for designing, marketing, and more.
• Integration with versatile apps like Slack, Jira, and email.
• Captures every detail from email and Slack directly into the Trello inbox. 

Trello Limitation 

• No built-in report analysis features
• No built‑in time tracking
• Can become cluttered with many cards/lists
• Few native automation features (outside paid plans)
• Not ideal for complex dependencies or Gantt charts

Trello Pricing

Ratings & Review 

Platform	Rating	User Feedback
G2	4.4/5	“What I like most about Trello is how it stays “invisible” while still keeping my entire workflow organized. I don’t have to fight with complicated settings or dig through menus—Trello just lets me drag, drop, and keep moving. The visual boards make it unbelievably easy to understand what’s happening in a project at a glance. I can step away, come back after a busy day, and still know exactly where everything is.” – Henry A.
Trustpilot	3.1/5	“Thank you trello because its works well for planning and its easy to set up boards and move task around. I like how visual it is. Making it simple to understand what needs to be done next.” – Keira Mazie

Why Is Trello a Better WorkflowMax Alternative?

Trello is undoubtedly a better WorkflowMax alternative as it solves the usability and simplicity issues of WorkflowMax. The visuals and drag‑and‑drop boards of Trello make task organization much easier, eradicating the complex interference of WorkflowMax.

Moreover, Trello starts with a free plan and has easier onboarding. In contrast, WorkflowMax has a steeper learning curve and a higher cost. Considering all these factors, Trello is a better WorkflowMax alternative. 

What Features To Look for In WorkflowMax Alternatives? – Guide 

• Ensure the WorkflowMax alternative you choose has a customizable service catalog. This will allow you to showcase your individual service/product details with pricing. 
• Prefer an alternative to WorkflowMax that has a simple interface, is user-friendly, and requires no technical knowledge to operate. 
• Choose a WorkflowMax alternative that supports more integration. Thus, you do not need to move from one app to another while working.
• Give priority to automation. Bill, invoice, quotation, and proposal automation make your tasks easier and save you hours. 
• Report analysis is a must to get deep insight into your running project. So choose a WorkflowMax alternative with robust reporting and forecasting features. 

Closer: Best WorkflowMax Alternatives

After analysing the top five WorkflowMax alternatives, we can come to the conclusion that Taskip is the winner here! You will get all your problems with WorkflowMax solved with this all-in-one CRM software. 

However, you can also choose one from Bonsai, ManyRequest, Trello, or Scoro as a better WorkflowMax alternative. For instance, for freelancing, solopreneurs, and small teams, you can pick Bonsai. Whereas if you are dealing with a large agency with a complex project, go for Scoro.

FAQs on WorkflowMax Alternatives