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About

Lio is one app for all of your data, which you can use to construct lists, maintain databases, and create tables. The premium features would assist your firm in growing by 10x, including PDF quotations, WhatsApp Automation, data revision, voice notes, color formatting, dashboards, and more. Lio provides you with a safe and secure space and ensures that your files and data are kept private and that you only share with others what you want to. Lio makes sure that your business process gets a simple automation shift where all the manual and repetitive processes that can lead to errors are well taken care of by offering a number of premium features.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small & micro businesses

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2
Free Version
Free Trial

Pricing

$33/month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lio
Founded: 2020
India
lio.io

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

Alternatives

Corals POS

Corals POS

Dijkstra Logistics Private Limited
Shift

Shift

Shift Technologies Inc.
BigTime

BigTime

BigTime Software
LEAP

LEAP

Flovate

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Architecture Features

2D Drawing
3D Modeling
Bills of material
BIM Modeling
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Integrations

Acterys
Bookkeeper360
Causal
Datameer
Dropbox
Exsalerate CRM
Freshservice
G-Accon
Google Drive
HubSpot CRM
HubSpot Marketing Hub
Lyftrondata
PayHero
Rippling
Salesforce
Teamstack
TheHouseMonk
Time Doctor
Xero
iPayroll

Integrations

Acterys
Bookkeeper360
Causal
Datameer
Dropbox
Exsalerate CRM
Freshservice
G-Accon
Google Drive
HubSpot CRM
HubSpot Marketing Hub
Lyftrondata
PayHero
Rippling
Salesforce
Teamstack
TheHouseMonk
Time Doctor
Xero
iPayroll
Claim Lio and update features and information
Claim Lio and update features and information
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information