Top 3 WorkflowMax Alternatives for Australian Firms

Drum Insights Dashboard Drum Firm Management has powerful reporting features, making it a strong WorkflowMax alternative

Are you an Australian firm searching for the perfect WorkflowMax alternative to boost your efficiency? Look no further!

In this article, we will explore the best alternatives available in the market that can streamline Australian professional firm’s workflow and help your business thrive.

As your firm grows, it becomes even more crucial to find firm management software that caters to your specific needs.

Whether you are looking for better task management, improved collaboration, or advanced reporting capabilities, finding the right alternative is key to unlocking your firm’s true potential.

Our team of experts has extensively researched the various options available to the Australian market and narrowed it down to the top contenders. We will provide an in-depth analysis of each alternative, including their features, pricing, and customer reviews, to help you make an informed decision.

The Importance of Finding the Right WorkflowMax Alternative

To grow your firm, efficiency is the key to success.

It is essential to find a WorkflowMax alternative that can streamline your operations and enhance your productivity. By selecting the right software, you can ensure smooth project management, seamless collaboration, and accurate reporting, all of which are vital for the growth and success of your firm.

Finding the perfect WorkflowMax alternative should allow you to tailor the software to your specific needs. Whether you are in the engineering industry, professional services, or creative agencies, having a solution that understands your unique requirements can make all the difference. With the right alternative in place, you can eliminate bottlenecks, reduce manual tasks, and optimize your workflow, ultimately saving time and resources.

At Drum, we specialise in customising our software to your firm’s needs. We come from a custom software background and we’ve built Drum to be tailored to unique requirements.

It’s important to understand that all alternatives are no created equal, and it’s important to consider the features and capabilities that matter most to your firm.

From task management and time tracking to resource allocation and reporting, each aspect plays a crucial role in determining the efficiency of your workflow and most solutions will focus their features on one or two of these needs.

By carefully evaluating your unique requirements and selecting the right alternative, you can unlock your firm’s true potential and achieve maximum efficiency.

Factors to Consider When Choosing a WorkflowMax Alternative

When searching for the perfect WorkflowMax alternative, there are several factors to consider. Understanding these factors will help you make an informed decision and choose a solution that aligns with your business goals. Here are some key considerations to keep in mind:

  1. Features and Capabilities: Evaluate the features offered by each alternative and determine which ones are essential for your firm. Look for task management tools, collaboration features, reporting capabilities, and integration options that can enhance your workflow.
  2. Scalability: Consider the scalability of the alternative. Will it be able to accommodate your firm’s growth? Ensure that the software can handle increased project volumes and support additional users as your firm expands.
  3. User-Friendliness: Ease of use is crucial when implementing a new software solution. Look for alternatives that have intuitive interfaces and offer comprehensive user guides or training resources to ensure a smooth transition for your team. Speed and responsiveness are also crucial to ensuring your staff have a consistenly good experience.
  4. Customer Support: Reliable customer support is essential for a seamless experience. Ensure that the alternative offers prompt and helpful support channels, such as phone, email, or live chat, to address any issues or questions that may arise.
  5. Integration Options: Consider the software’s compatibility with other tools and systems you currently use. Look for alternatives that offer seamless integration with your Xero account or CRM systems.

By carefully evaluating these factors, you can narrow down your options and select a WorkflowMax alternative that best meets your firm’s requirements.

Top WorkflowMax Alternatives for Australian Firms

We have identified the top WorkflowMax alternatives that are perfect for Australian professional firms. These alternatives offer robust features, excellent user experience, and reliable customer support. Let’s take a closer look at each one:

Drum Firm Management Software

Although we may be biased, we believe that our Australian-based firm management software excels with our comprehensive features, which include task tracking, collaboration tools, and advanced reporting capabilities.

With an fast and intuitive interface and seamless integration options, Drum is a popular choice for Australian firms looking to streamline their workflows.

Drum Planner Calendar Drum’s resource planner allows firms to quickly allocate staff to project requirements

We are 100% based in Australia, unlike our competitors, and we offer very generous free trials and support during onboarding and beyond.

If Drum is missing something that your firm needs, let us know and we’ll proactively work towards adding it to our platform, unlike our competitors!

Total Synergy

Total Synergy has has firm management software in the market since 1999.

This software has many features that can help a firm to manage their internal workflows, but it’s user interface and snappiness may not be what many expect from modern cloud-based software. It is well established in the Australian market and although it’s not modern, it does have a robust set of features that will meet the requirements of most Australian professional firms.


This US-based alternative allows a firm to manage their internal task management, including sales and project management, reporting and more.

Accelo packages it’s different features into different modlues that can be added as required by the business.

Each of these Workflowmax alternatives have their own unique strengths and caters to different types of Australian firms. By considering your specific requirements and preferences, you can find the perfect WorkflowMax alternative that aligns with your business goals.

Alternative 1: Drum

  • Intuitive Project Management: Manage your proposals and projects in a snappy, intuitive interface (hosted in Sydney to best serve Australian customers).
  • Resourcing & Time Tracking: Simple, yet powerful time tracking and resource allocation for your projects.
  • Xero Integration: Integrate with your Xero account in seconds with our Xero Integration. Generate invoices in moments.
  • Reporting Excellence: Drum can provide insights into your sales and projects, including future profitability, project financial health, resourcing efficiency and work-in-progress.
  • Local Service Provider Feel: The Drum team is based on the Sunshine Coast in Queensland, ensuring that you have a local service provider feel from onboarding to ongoing support. We are also responsive to feature requests from our customers, to ensure that Drum is a great fit.

Alternative 2: Total Synergy

  • Finance-Driven Projects: Total Synergy takes a very finance-forward approach to projects, ensuring that every facet of a project is budgeted and tracked.
  • Integrations: Total Synergy has many integrations with third-party software providers if you’re looking to spread your software tools across multiple providers.
  • Established: Total Synergy has been providing software since 1999, ensuring good industry knowledge.

Alternative 3: Accelo

  • Modular Packaging: Rather than offering all features, Accelo breaks it’s feature-set into multiple modules. This is helpful if your firm only requires one or two modules, but can quickly get expensive if your firm requires the full suite.
  • Integrations: As Accelo is US-based software, they have integrations with many popular U.S. account software packages and other third-party software.
  • Finance-Forward: Accelo has a strong focus on increasing billable hours within the firm with a mix of reporting and resourcing reports.

Each WorkflowMax alternative has its own set of features and benefits, allowing you to choose the one that best aligns with your firm’s needs and goals. Consider the specific advantages that each alternative offers and select the one that will help you unlock your firm’s true potential.

Pricing and Affordability of WorkflowMax Alternatives

Pricing is an important consideration when choosing a WorkflowMax alternative. While cost should not be the sole determining factor, it is essential to find a solution that offers value for your investment. Here is an overview of the pricing models and affordability of the top WorkflowMax alternatives:

  1. Alternative 1: Drum: This alternative offers simple pricing plans based on the number of users, with the full set of features available for all plans. Pricing is $37AUD per month per user. Drum is free to trial for up to 5 users.
  2. Alternative 2: Total Synergy: Total Synergy offers different packages for different combinations of features and firm-sizes. They don’t publish their pricing and pricing must be found via their sales team.
  3. Alternative 3: Accelo: The plan that would suit most Australian professional firms starts at $90USD per user with a minimum of 10 users.

By comparing the pricing models and considering the features offered, you can determine which WorkflowMax alternative provides the best value for your Australian firm.

How to Migrate from WorkflowMax to a New Alternative

If you are currently using WorkflowMax (or considering it for your firm) and considering switching to a new alternative, the migration process can seem daunting. However, with careful planning and execution, you can seamlessly transition to the new software. Here are the key steps to follow:

  1. Evaluate your needs: Assess your current workflow and identify the features and capabilities that are essential for your firm. This will help you select the most suitable alternative.
  2. Export your data: Export your existing data from WorkflowMax or your existing systems, ensuring that all project details, tasks, and client information are transferred accurately.
  3. Training and onboarding: Familiarize yourself and your team with the new alternative’s interface and features. Provide comprehensive training to ensure a smooth transition and maximize the benefits of the new software. Drum offers an unlimited free trial period for our Australian friends.
  4. Import data: Import the exported data into the new alternative, ensuring that all information is mapped correctly. Verify the accuracy of the imported data and make any necessary adjustments.
  5. Testing and validation: Conduct thorough testing of the new software to ensure that it meets your firm’s requirements and functions as expected. Validate the data integrity and verify that all features are working as intended.
  6. Gradual transition: Consider a phased approach to the transition, allowing your team to gradually adapt to the new alternative. Start with a pilot project or a small team to minimize disruption and ensure a successful implementation.

Drum offers free concierge onboarding for WorkflowMax customers and a free trial period during the above steps. We’re very flexible based on the unique requirements of our customers.

Choosing the Best WorkflowMax Alternative for Your Australian Firm

Selecting the best WorkflowMax alternative for your Australian firm requires careful consideration of your specific needs, preferences, and budget.

Evaluate the features, benefits, and pricing models of each alternative, and compare them against your firm’s requirements. Consider feedback from other users, case studies, and expert recommendations to make an informed decision.

Remember, the right alternative can revolutionize your workflow, boost productivity, and set your firm up for success now and in the future.

Conclusion: Streamlining Your Business with the Perfect WorkflowMax Alternative

In conclusion, finding the perfect WorkflowMax alternative is crucial for Australian firms looking to streamline their operations and boost their efficiency. By evaluating the features, benefits, and pricing models of the top alternatives, you can choose a solution that aligns with your firm’s specific needs and goals.

Consider the factors that matter most to your firm, such as task management, collaboration features, reporting capabilities, and integration options. Explore case studies of successful implementations and learn from the experiences of other Australian firms.

Remember, implementing a new software solution requires careful planning and execution. Ensure a smooth transition by following the recommended steps for migrating from WorkflowMax to a new alternative and be sure to speak to representitives of each software provider that you’re considering.

By selecting the best WorkflowMax alternative for your firm, you can unlock your true potential, streamline your workflow, and achieve remarkable efficiency. Revolutionize your business today and take the first step towards success.

If you’re interested in learning more about Drum Firm Management Software, and Australian WorkflowMax alternative, book a call with our founder here.