ProWorkflow Reviews

Pros

Our team are able to collaborate & we are able to manage both projects (development/design) as well as monthly recurring tasks (agency social media posting/community management). ProWorkflow weekly workload app is a life saver & the team proactively have a "tick Friday" were we go home early if all boards are cleared and completed. Our business is able to see where the profitability lies within our services & where we can make improvements. Highly recommend this tool due to its ease of use & flexibility.

Cons

For recurring tasks / monthly repetitive services of an agency you cannot just duplicate a current "project" and rename it. This would be an awesome time saving feature to have.

Pros

I like the ease of functionality on this software. I love being able to toggle between my work and my users and the ability to categorize projects, tasks, etc. The archive function is amazing and very easy to use. The ability to communicate between customers and my staff with the software is very smooth as well. Also, the ability of my customers to respond directly in their email inbox was a game changer. In the world where everyone has a million sites and passwords to remember, they don't necessarily have to remember this one in order to do business with us. My [SENSITIVE CONTENT HIDDEN] and I also really like the reporting that is available for staff time reporting, monthly project updates, etc.

Cons

I feel like the app could use work. Honestly I don't use it and my clients tend not to use it as well. It's a bit hard to navigate to specific projects and the view is a lot different than the website so it's hard to communicate with them where they need to go.

Pros

I've been using PWF for a year now and see there is potential for this to be a convenient, easy to use tool once development improvements have been implemented. The support staff are friendly and provide assistance where possible. The software enables us to pay per user and grants multiple users to access the platform with individually allocated access rights, allowing us to set security levels pending the role of the user and adjust our monthly payments pending the number of consultants we currently have on board. You are able to live track time which is helpful for our consultants in allocating to billable projects. Review of time entered and staff workload is also a useful function.

Cons

I feel this software is still in its developmental stage and has a lot of improvements to be implemented. For example, integration with MYOB is poor and non usable, invoicing fields need expanding (ie choice of PO or street address, ABN field for recipient, etc), templates and emailing tools are very basic and limited, contact listings are restrictive and missing vital fields (ie ABN, PO Box, etc) or requiring double handling (ie single contacts need to be connected to a non existent company, for example where no company is applicable you have to create fake one to connect them contact to), reports need to have more functionality and retrospective time reports come up with errors in date ranges making data inaccurate, add/edit tasks need further options such as sort functions, window resizing/positioning needs to be added, pro bono projects cannot be marked as non billable unless you tick them off as "invoiced" (which is incorrect and misleading). These are just a few of the issues we have recently been struggling with.

Pros

The customization is unmatched. You can really make this exactly what you need it to be. I have a very creative and visual brain but need to stay organized. This allows me to create what works best for my brain and has changed the game for onboarding clients, running projects and much more. I now come across like a type-a CEO.

Cons

I wish there was more automation. That would be really great. I had tried out dubsado for this, but it is a really crap product in comparison. It automates and love the templates they had, but when it came to project management, there's no comparison.

Alternatives Considered

Dubsado, Trello, Basecamp and monday.com

Reasons for Choosing ProWorkflow

PWF checked all the boxes. Accelo was close, but it wasn't as intuitive and not as customizable and the UI is so much better with PWF. I'm a designer. I need this to look great and work with my creative brain.

Switched From

Accelo

Reasons for Switching to ProWorkflow

Again, ease of use, features were unmatched, customizability, and it just looks great.

Pros

Easy to use
Easy to customise
Easy to track time and projects
Connects seamlessly with xero

I love it, I tested many demos, it has an attractive interface, accuracy, great support - this task management system gets a 9.8/10 from me :)

Cons

Sadly there is no pause button on the timer

When invoices transfer to xero they keep the hourly rate - so I can't activate auto invoice reminder in xero otherwise i have to remove that rate off each task (no time for that)

Large scale project management and team communication tools could have improvements made

Alternatives Considered

Dubsado

Reasons for Choosing ProWorkflow

I used Workflow Max for years until they changed their whole timing system view, also invoicing had an 2-3 extra clicks per process horrible and added time wastage to what should be simple tasks

Switched From

WorkflowMax

Reasons for Switching to ProWorkflow

Proworfkflow has unmatched invoicing capabilities (excellent compared to others we’ve tested and used in the past) and great time tracking/workflow processes, it is perfect for tracking multiple small-medium sized jobs between 1-3 users and multiple monthly invoices.

Pros

It's pretty good for timesheets, and the price is good.

Cons

If your projects mostly have fixed fees and payments linked to milestones, don't pick this software. It's geared for time and expense payments only.

Pros

I've been using ProWorkflow for over a decade. The time tracking, custom task templates, messaging and client interface make it a critical part of my business. The few times I have had to contact customer service they have been responsive and exceptionally helpful. ProWorkflow is the administrative backbone of my business. At a glance I can see where a project is, how much time has been spent on it, what tasks have been completed and which ones are outstanding. I can add documents, notes and information specific to each project. When a project completes, it is archived and very easy to pull up should I ever need to reference it again. If you are looking to for a way to EASILY manage your projects and workflow - this is the software for you.

Cons

I dislike the fact that contractors cannot track time in the software. So if I have 10 contractors I use, I have to buy full account access for each of them, even though they may only use the software 2-6 times a year. This has always been my biggest complaint.
Add time tracking to the contractor designation and charge 1/2 of the employee rate.

Alternatives Considered

Basecamp and Asana

Reasons for Switching to ProWorkflow

Project numbering, project archive, custom task templates, detailed time tracking and reporting.

Pros

Proworkflow requires minimal effort to stay on top of your business. I think the importance of this gets overlooked too often. Setting Quotes and invoices are minutes at most, and setting projects and adding tasks can be done on the fly with little investment of your time. You can see the impact on resources scheduling before you even finish setting up your planning your tasks. I don't have enough words how valuable of a tool this has been without scrambling our brains to operate.

Cons

If you need a more sophisticated system for proposals and invoices Proworkflow is not there. It will give you just enough flexibility to customize a quote and send your invoices to quickbooks/Xero directly from a quote or proposal. But if you need quote/proposal templates for multi page terms and conditions, and percentage invoicing or progress billing, be prepared to do these manually.

Alternatives Considered

Avaza, Kantata, ActiveCollab and Teamwork.com

Reasons for Choosing ProWorkflow

Bqe had too many steps to start a project for our fast paced architectural busoness. We are a small firm, so we will not have a full time person dedicated to managing the system. We just needed to take changes that are thrown our way and get it into the project management system fast and capture all the time, and progress. Quotes should be able to get done in minutes to get a small project signed off on.

Switched From

BQE CORE Suite

Reasons for Switching to ProWorkflow

Proworkflow had the least amount of on-boarding required while having the most features. Their support team was great at teaching us how to use it, at no cost.

Pros

This software has a perfect team integration, custom field addition and also the integration of other financial softwares. Aside from the appealing interface, I love the fact that it easily connects with zero with an excellent tracking tool.

Cons

Its almost impossible to duplicate a recurrent project,I believe such should be possible knowing fully well this is a monthly project. Another issue i have which must be considered is on the purchase of full account access on each of our contractors, its not economical if we have to purchase account access for 25 contractors who seldom use the software except when needed.

Pros

Fantastic PM platform for teams with multiple users all looking to collaborate on projects down to the task level. Due dates are great to keep things on time. API integration into BOX is huge for us. We also take advantage of Zapier integration to allow the information import from complete online request forms automatically into the project request.

Cons

Some features could be added to improve usability. The option to send a message or file to anyone via email address, not just registered users, and let them respond. The ability for those non-registered users to view a project for say, status, or who is assigned to it. Or the option to give outsiders the ability to view a project status in process. Also, a process for project/task reviews by non-users. For example, a triggered message with a button to approve, or reject, or provide feedback that feeds back directly into the platform. Our users would also like more customization on the "Home" screen as to which detail is displayed rather than the default info.

Pros

The user interface is fantastic. Super clean. Easy to navigate and made overall learning curve for all users nice and short. One thing I learned after a couple of years of having deployed other work/project management software is that the software is only useful if people use it. Sounds obvious, but if something is complex and requires lots of time to learn, or the user interface isn't quite as intuitive, then the adoption rate won't be as high and the entire purpose gets defeated. PWF is so thoughtfully laid out and the features are in obvious places that basic users were able to be effective after just a few minutes of hands-on exploring. Our adoption rate was nowhere near these levels prior to deploying PWF.

Cons

The feature set compared to some of the bigger competitors in this space was a little less robust. However, depending on what you need it may be just fine, as it was for us. There were some things that others had that PWF did not, but for us those were less critical. My one gripe is that the development of this software has gone in fits and spurts. We've been with PWF for almost 5 years now and just recently did we start to see developments/improvements be deployed at a somewhat regular cadence. Again though, we made the decision to go with PWF based on its featureset originally so the new improvements are just gravy to us.

Pros

ProWorkflow is a big secret that people don't know about.

I have seen it all, and I have tried it all- You name the tool, and I've seen it. I have been continuously looking for the exact thing that would work for my situation, making me a national expert on what other tools are out there and ProWorkflow does the job!

What's great is that no one else has been able to steal this- ProWorkflow is genius - I understand that the first 30 days takes learning and I was committed to being a power user and thought it was amazing that someone would call me! The CEO himself as well! His dream and vision are clear, and it takes a particular kind of person to create this. My clients love the reports and how instantaneous it is.

I tell my clients about ProWorkflow and when they into the tool and see what it's all about they go "what! this is couture software but at Walmart prices!!

ProWorkflow is like my car- I know it's going to be there when I need it and work when I get in the car. ProWorkflow is powerful!

The folks that thought this up - are geniuses and this goes back to one thing, the customer experience, and research and this is what the CEO did. He created ProWorkflow from the experience from the customer of the customer.

Pros

I started using ProWorkflow as a project management tool for marketing teams. They liked that it was well designed and extremely easy to use. There is so much flexibility -- such as entering Time Spent -- that users have options in finding what workflow suits them best.

What I personally like most is how quick and easy it is to navigate between the different screens. Practically everything is a link, so it's very efficient moving around within, and between, projects.

Cons

If I HAVE to identify a shortcoming with ProWorkflow, based solely on my own preferences, it would be the reporting tools. They are very robust, even including a custom report builder, but it's never been as intuitive as the rest of the software.

Pros

We enjoy being able to load a task template each month for repeating projects.
Also having multiple people able to track their time in the projects from various locations.
Being able to print reports of tasks and times inside of the projects.

Cons

It is a bit "buggy" in certain browsers - ie Can't seem to be able to create a pdf (in chrome) when wanting to print a "tasks and time" report so I just "print" it and then save as pdf that way....also, unable to open new project and use template in one of the browsers (Safari I think). There is usually a workaround though.

I find the archive section a little difficult to navigate when I need to search for quite a few archived projects ie when you hit the back button it takes you out of the archive page, but perhaps I've overlooked something.

Pros

It's quick and efficient to track time (can even do it from the app on my phone) and create invoices, even for low-value projects.

Cons

Because it's so powerful and has so many features, it can be a bit overwhelming working through the parts and learning how to use it for your own needs. But customer service is second-to-none and they're always available to assist.

Pros

I was excited to try Proworkflow's free trial. After trying so many different products, proworkflow suits most of my business needs. I like the features such as a user friendly dashboard *a must* (plus it feels & looks professional and can be brand personalized). Next in line is the actual functionality - Project Management includes agility timelines, timesheets, budget tracking & tasks. Has a ton of tools which are easily accessible, projects have a great layout with customizable templates for seamless workflows. I especially like the Client/Vendor Collaboration portal. I can upload files, organize and set privacy. Reports have a clean and easy to read layout and are pretty much a one click to print. Lastly, the integrations are useful - google docs, drive and quickbooks are my favorites. Overall, ProWorkFlow could be a great investment, The Solo price is $10/m w/out plugins such as Quotes Manager and Invoices Manager. The Advanced price is $30/m includes plugins such as Quotes Manager and Invoices Manager (which is reasonable).

Cons

What makes me sad is the time it has taken me to finally discover this software. During my trial, I was not able to test drive the Quotes Manager or Invoice Manager. Otherwise, not sure exactly what the Advanced level offers that Solo doesn't. To completely setup the software without help would probably add an extra 20+ hours to my workload. I am definitely considering to make the switch to Proworkflow. A major bonus would be added features such as the ability to send project contracts and project questionnaires.

Pros

We have been using ProWorkflow for 5 years. It is very easy to use. We can customize general settings, look and feel, and project settings. We are able to create our own project categories, tasks and reports. We are able to easily add additional users when needed.

Cons

I would like to see some enhancements to the notes section and contact section. Such as being able to have categories for Notes, like we do for projects. For the contacts tab. Add a tab under Companies for Contacts and Notes. I need to see all my contacts for a company on one page not off to the side. The profile page should display key standard fields, but then I would like to add custom fields too. Such as Customer start date, key contact, account number, etc.

Pros

Easy to use, and very customizable. We can track all of our jobs and keep a record. I am able to track my time so my coworkers understand how long a project can take. (Its not really magic!) I made job templates with key information so that my clients dont forget details, each type of project as a different template!

Cons

nothing!

Pros

It's easy to train people on how to use it.
It's cost effective.
The customer support has been consistently good... keep it up! :)

Cons

The interface, UI/UX should be improved. New features should be implemented each year to grow the software over time.
one thing it would be nice to have a ticket system with tech and it companies could use.
Need to be more flexible when used by users, more like boot camp

Pros

WE use PWF everyday for tasking and keeping track of hours allocated and spent on projects. We also use it for invoicing+ quoting. Its a great programme for keeping track of everything and the apps are great.

Cons

The idiosyncratic tendancies that the apps have - the Weekly workloader for example, its difficult to see at a glance the project title as the client name is first. We have several projects with the same name. The hours allocated to a task are also not noted on this app. The ability to drag a task from one day to the next would be great too. I find that custom reports are very hard to create too...

Pros

Flexibility of template creation, internal team communication.

Cons

Will not connect with our NAS. Connection through Dropbox is awkward. Does not have nearly enough storage on its own servers for our purposes.

Pros

Definitely a great cost for the money. Linking capabilities among the various tabs (tasks, file attachments, calendar, quotes) is somewhat seamless. The multiple options of time keeping is a plus.

Cons

Reporting is lacking. Various report drop options is lacking and not clear. Lacks pliability.
Invoicing is also lacking with the QuickBooks external quotient not adjustable which makes it unusable. The creator hasn't had to create 50 manual invoices because the unnecessary key strokes, date input inflexibility, cursor flow inept, lack of default movement is frustrating, time consuming and leads to errors.

Pros

This allows us to see our jobs and assigned employees at a glance. Our whole team uses it as the main tool for scheduling the work for the week, checking off tasks and keeping our customer service on point.

Cons

Reporting isn't the best. Would like to be able to see hours scheduled per person on any given day more easily (right now I have to manually calculate it because the reporting isn't accurate). This makes doing our production schedule take MUCH longer.

Pros

I like the functionality and how intuitive it is to use. This product is robust but not overwhelming.

Cons

I feel like if reports could be sent in emails automatically. Or say, when a project is 75% complete, the project manager is notified by email, that would be helpful!

Pros

We have been using ProWorkflow for several years now and have had a great experience. It is easy for us to track where we are in a project for both time and budget wise. It's a great central location for everyone to keep notes and contact information.

Cons

We wish it was easier to track some of the pre-project start up information. Or a way to track marketing calls to potential and old clients.