Teamogy vs. WorkflowMax Comparison


Teamogy AD-IN-ONE	WorkflowMax Xero	+	+
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		Related Products Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly. 248 Ratings Visit Website DirectMail2.0 Florida-based marketing software firm DirectMail2.0 is at the forefront of the direct mail industry with its unique approach to automated omnichannel marketing. By integrating traditional direct mail with digital technologies, DirectMail2.0 has become an indispensable tool for print companies looking to enhance their direct mail campaigns and achieve higher ROI. The DirectMail2.0 omnichannel ecosystem currently includes 15 features proven to lift response and ROI, including Flowcode, email follow up, targeted and geo-fenced digital ads, USPS mail tracking and Informed Delivery, personalized landing pages, de-anonymizing pixel technology, and more — all managed from a single dashboard that also reports real-time campaign results from online and offline campaign components alike. Through this robust omnichannel treatment, DirectMail2.0 users typically see a 25–50% lift in direct mail effectiveness compared to traditional direct mail alone. 7 Ratings Visit Website Borealis Our Stakeholder Engagement Software gives you the tools you need to build more effective engagement plans, improve relationships with stakeholders and align processes with industry best practices. It provides a single platform for managing all stakeholder engagement activities with additional modules to strengthen all areas of environment, social and governance. The Stakeholder Engagement module centralizes all stakeholder data and keeps it right at your fingertips to simplify day-to-day tasks. The Social Investment module makes it easier to create tangible value for both local communities and your organization. The Grievance Management module provides a structured and transparent process for handling grievances in a timely and effective manner. The Land Management module helps improve engagement outcomes and minimize risks of unnecessary work delays or stoppages by giving them the tools to centralize and map all land-based assets and create links with project stakeholders. 11 Ratings Visit Website Adzooma Adzooma’s an award-winning digital marketing platform that helps businesses of any size grow by making online marketing easy. Our all-in-one platform helps you set up, manage, and optimize your Google, Facebook, and Microsoft advertising campaigns all in one place. By leveraging innovative machine learning and data science, our platform pinpoints what drives online business success to make sure you get the most out of your advertising campaigns. Track PPC performance and highlight over/under spend to improve your quality score, conversions, and ROI. Packed with all the tools you need to grow your business, Adzooma gives you a crystal clear view of where your online marketing is right now, then provides personalized checklists to help you drive business growth. Join thousands of business owners like you and see how we make growing your business online simple. 255 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,616 Ratings Visit Website Kantata Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. 2,246 Ratings Visit Website Rev.io PSA Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance. 45 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 7,849 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website
About Teamogy is a system that covers all of your company needs. More time for core business. Improved cooperation. Increased profit. Profesionally managed projects. All in one system! Dedicate most of your time and energy to your core business – creativity, projects, and clients. Cooperate smoothly, even if part of your team works remotely. All you need is a web browser and internet connection. Get a great overview of your entire company operations on-demand and up-to-date, including job management, important documents, time tracking and management, and financial results. With Teamogy, you can schedule the tasks and time of your workforce on individual clients. At the same time, you can keep track of the time actually worked. Without asking, you know what your people are currently working on and how effective they are. It is used by hundreds of satisfied agencies around the world.	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 Everyone who wants to have a fully control over their companies	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $33/month Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information AD-IN-ONE Founded: 1997 Czech Republic www.teamogy.com	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
Alternatives Scoro	Alternatives Scoro
Mosaic	JGID
Project.co	Zigaflow
PROAD Software J+D Software	BigTime BigTime Software
WebProof View All	MinuteDock View All
Categories Advertising Agency Architecture Business Management Financial Management Project Management Public Relations Workflow Management	Categories Architecture Billing and Invoicing Construction Management Job Costing Legal Time Tracking Project Management Proposal Management Quoting Subcontractor Time and Expense Time Tracking Workflow Management
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 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 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 Show More Features Advertising Agency Features Campaign Management Collaboration Document Management File Sharing Project Management Task Management Time Tracking Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Financial Management Features Budgeting & Forecasting Cash Management Consolidation / Roll-Up Currency Management Financial Reporting Investment Management Project Management Revenue Recognition Risk Management Tax Management Public Relations Features Article Author Database Auto-Update Media Lists Campaign Management Clippings Management Communications Calendar Contact Management Digital Asset Management Direct Mail Management Email Distribution Press Monitoring Press Release Builder	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 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 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 Show More Features 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 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 Bookkeeper360 Datameer Deputy Dropbox Exsalerate CRM Freshdesk Freshservice G-Accon Google Drive HubSpot Customer Platform Lyftrondata Oncord Rippling Runn Shift TheHouseMonk WebRezPro Xero Zapier iPayroll Show More Integrations View All 1 Integration	Integrations Bookkeeper360 Datameer Deputy Dropbox Exsalerate CRM Freshdesk Freshservice G-Accon Google Drive HubSpot Customer Platform Lyftrondata Oncord Rippling Runn Shift TheHouseMonk WebRezPro Xero Zapier iPayroll Show More Integrations View All 32 Integrations
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