Learn why GetApp is free

OnBase vs WorkflowMax

OnBase

4.3 (79)
Learn More

WorkflowMax

4.3 (124)
Learn More
Automate & integrate the management and control of documents, business processes & records using one application

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile
WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!
WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$10.50/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.3 /5
(79)

Ease of Use

4.0/ 5

Features

4.2/ 5

Customer Service

4.1/ 5

Value for Money

4.0/ 5
Read all reviews

Overall rating

4.3 /5
(124)

Ease of Use

4/ 5

Features

3.8/ 5

Customer Service

4.0/ 5

Value for Money

4.1/ 5
Read all reviews

Total features 139

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Lifecycle Management
  • Assignment Management
  • Audio File Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Backup and Recovery
  • Batch Processing
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Cloud Backup
  • Collaboration Tools
  • Collaborative Development
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Content Publishing Options
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Custom Development
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Aggregation and Publishing
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Recovery
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Deployment Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Check-in/Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Management
  • Estimating
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Filtering
  • Forms Automation
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • HIPAA Compliant
  • Hourly Billing
  • Indexing
  • Information Governance
  • Integrations Management
  • Interaction Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Metadata Extraction
  • Metadata Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Capture
  • Mobile Signature Capture
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Multiple Projects
  • No-Code
  • Offline Access
  • Online Invoicing
  • Optical Character Recognition
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Progress Tracking
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Remote Synchronization
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Revision History
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Synchronization Scheduling
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Two-Factor Authentication
  • Two-Way Synchronization
  • User Management
  • Version Comparison
  • Version Control
  • Version Rollback
  • Visual Modeling
  • Web/Mobile App Development
  • Workflow Configuration
  • Workflow Management

Total features 84

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Lifecycle Management
  • Assignment Management
  • Audio File Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Backup and Recovery
  • Batch Processing
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Cloud Backup
  • Collaboration Tools
  • Collaborative Development
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Content Publishing Options
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Custom Development
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Aggregation and Publishing
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Recovery
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Deployment Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Check-in/Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Management
  • Estimating
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Filtering
  • Forms Automation
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • HIPAA Compliant
  • Hourly Billing
  • Indexing
  • Information Governance
  • Integrations Management
  • Interaction Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Metadata Extraction
  • Metadata Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Capture
  • Mobile Signature Capture
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Multiple Projects
  • No-Code
  • Offline Access
  • Online Invoicing
  • Optical Character Recognition
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Progress Tracking
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Remote Synchronization
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Revision History
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Synchronization Scheduling
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Two-Factor Authentication
  • Two-Way Synchronization
  • User Management
  • Version Comparison
  • Version Control
  • Version Rollback
  • Visual Modeling
  • Web/Mobile App Development
  • Workflow Configuration
  • Workflow Management
  • Box
  • Deltek WorkBook
  • Deputy
  • Dext Prepare
  • Docusign
  • Dropbox Business
  • Exsalerate CRM
  • Freshdesk
  • Google Drive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • JD Edwards EnterpriseOne
  • MYOB Business
  • Microsoft Dynamics 365 Business Central tegossuite
  • Microsoft SharePoint
  • Oracle E-Business Suite
  • Oracle PeopleSoft
  • Salesforce Sales Cloud
  • Spotlight Reporting
  • Workday Financial Management
  • Workday HCM
  • Xero
  • Zendesk Suite
  • Box
  • Deltek WorkBook
  • Deputy
  • Dext Prepare
  • Docusign
  • Dropbox Business
  • Exsalerate CRM
  • Freshdesk
  • Google Drive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • JD Edwards EnterpriseOne
  • MYOB Business
  • Microsoft Dynamics 365 Business Central tegossuite
  • Microsoft SharePoint
  • Oracle E-Business Suite
  • Oracle PeopleSoft
  • Salesforce Sales Cloud
  • Spotlight Reporting
  • Workday Financial Management
  • Workday HCM
  • Xero
  • Zendesk Suite

Compare similar products