Whimsical vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Whimsical
Score 8.5 out of 10
N/A
Whimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.
$12
per month per editor
WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
WhimsicalWorkflowMax
Editions & Modules
Pro
$12
per month per editor
Business
$18
per month per editor
Enterprise
$240
per year per editor
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
WhimsicalWorkflowMax
Free Trial
NoYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details17% discount for annual billing on Pro and Business plans.
More Pricing Information
Community Pulse
WhimsicalWorkflowMax
Features
WhimsicalWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Whimsical
-
Ratings
WorkflowMax
9.3
Ratings
19% above category average
Task Management00 Ratings9.50 Ratings
Resource Management00 Ratings9.50 Ratings
Gantt Charts00 Ratings9.20 Ratings
Scheduling00 Ratings9.40 Ratings
Workflow Automation00 Ratings9.50 Ratings
Team Collaboration00 Ratings9.50 Ratings
Support for Agile Methodology00 Ratings8.90 Ratings
Support for Waterfall Methodology00 Ratings9.20 Ratings
Document Management00 Ratings9.20 Ratings
Email integration00 Ratings9.40 Ratings
Mobile Access00 Ratings9.20 Ratings
Timesheet Tracking00 Ratings9.60 Ratings
Change request and Case Management00 Ratings9.10 Ratings
Budget and Expense Management00 Ratings9.40 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Whimsical
-
Ratings
WorkflowMax
9.5
Ratings
23% above category average
Quotes/estimates00 Ratings9.70 Ratings
Invoicing00 Ratings9.50 Ratings
Project & financial reporting00 Ratings9.70 Ratings
Integration with accounting software00 Ratings9.20 Ratings
Best Alternatives
WhimsicalWorkflowMax
Small Businesses
Stackby
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Score 9.0 out of 10
Stackby
Stackby
Score 9.0 out of 10
Medium-sized Companies
InEight
InEight
Score 8.3 out of 10
InEight
InEight
Score 8.3 out of 10
Enterprises
InEight
InEight
Score 8.3 out of 10
InEight
InEight
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
WhimsicalWorkflowMax
Likelihood to Recommend
9.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
8.0
(0 ratings)
9.0
(0 ratings)
Support Rating
5.7
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
WhimsicalWorkflowMax
Likelihood to Recommend
It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.
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WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.
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Pros
  • Simple to use
  • Tons of uses
  • Can be customized with themeing
  • Can organize all your boards pretty much however you want
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  • Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
  • Really good for teams to keep up with where a project is at against the time left to achieve the goal
  • Great for keeping all the information for each project in one spot.
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Cons
  • It can be a little frustrating trying to line things up exactly right but that's probably more user error than anything
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  • Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
  • User permission levels need to be more flexible and ideally closely tied to Xero
  • Two way integration with Xero - ability to import invoices to specific jobs
  • Ability to save pdfs to purchase orders, invoices (like Xero)
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Likelihood to Renew
No answers on this topic
Because we can't imagine being without it!
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Usability
Whimsical is overall very easy to learn and remember. One issue with the usability occurs when you attempt to move connected boxes around the workspace. Frequently connections break or do not add easily, causing further disconnects. You can manually fix these issues, but it's a oprobem that seems would have an easy fix
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It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
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Support Rating
I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.
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We have had very few issues with Max
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Implementation Rating
No answers on this topic
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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Alternatives Considered
ClickUp's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to worry about that. Also, I wanted to continue working on a mind map wherever I was, even if I didn't have my laptop or device with me and Whimsical allows me to do that.
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I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
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Return on Investment
  • We've been using free version, so it's a no brainer.
  • As it helps us focus on the information organization process, we don't lose time redoing work due to the lack of planning before doing design or code.
  • We can collaborate on the same project, so it's easier to get things done as we're working from home as well.
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  • The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.
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ScreenShots

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax