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About

Business tools that work for you. Proposals' intuitive text editor lets you focus on the content and forget about the formatting. Get notified immediately when your clients perform key actions. Break down costs of products and services with ease using a pricing table. Add your logo, terms & conditions and any additional notes you want to share with your clients. Your invoices live in the Colibro platform and you will know when your clients have viewed them. Keep track of which invoices are settled and which are still outstanding by entering payments against your invoices. Need to bill your clients periodically? Automate the process and save time every cycle. Upload receipt files anywhere in your browser to quickly create expenses. Group expenses to create reports for your records and to export to your accounting software of choice. Keep track of spending based on expense categories and client jobs.

About

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Small businesses and freelancers that want to stay organized, professional and focused

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9 per month
Free Version Not Supported
Free Trial Supported

Pricing

$33/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
  • It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.

Cons

  • The software could use a bit of an upgrade on the timeline features for overall project management dashboard.
  • It worked great for me. Nothing to share about cons.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Colibro
Founded: 2016
United States
colibro.com

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

Alternatives

BigTime

BigTime

BigTime Software
Avaza

Avaza

Avaza Software

Categories

Expense Report Supported
Time and Expense Supported
Time Tracking Supported

Categories

Architecture Supported
Job Costing Supported
Project Management Supported
Quoting Supported
Subcontractor Supported
Time and Expense Supported
Time Tracking Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Architecture Features

2D Drawing Not Supported
3D Modeling Not Supported
Bills of material Supported
BIM Modeling Not Supported
Building Information Modeling Supported
Client Management Supported
Contact Management Supported
Contract Management Supported
Document Management Supported
Drafting Not Supported
Manufacturing Design Data Not Supported
Presentation Tools Supported
Project Management Supported
Proposal Management Supported
Quotes/Proposals Supported
Visualization / Presentation Not Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Not Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Not Supported
RFI & Submittals Not Supported
Subcontractor Management Not Supported
Timesheets Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Not Supported
Change Orders Not Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Acterys Not Supported
Bookkeeper360 Not Supported
Causal Not Supported
Datameer Not Supported
Exsalerate CRM Not Supported
Freshdesk Not Supported
Freshservice Not Supported
G-Accon Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Lyftrondata Not Supported
Rippling Not Supported
Runn Not Supported
Salesforce Not Supported
StarfishETL Not Supported
TheHouseMonk Not Supported
Time Doctor Not Supported
WebRezPro Not Supported
Zendesk Not Supported

Integrations

Acterys Supported
Bookkeeper360 Supported
Causal Supported
Datameer Supported
Exsalerate CRM Supported
Freshdesk Supported
Freshservice Supported
G-Accon Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Lyftrondata Supported
Rippling Supported
Runn Supported
Salesforce Supported
StarfishETL Supported
TheHouseMonk Supported
Time Doctor Supported
WebRezPro Supported
Zendesk Supported
Claim Colibro and update features and information
Claim Colibro and update features and information
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information