Workamajig Reviews & Product Details

The ability to find projects and estimates (SOWs) created in Workamajig EVER. What a huge timesaver. WOW. Customer support is also OFF THE HOOK great. The team will help you do anything.

Like most technology tools it is very powerful and there a more than one way to do things. The technology (features and functions) can be overwhelming if you let it be.

It is our complete agency mangement system from timesheets and SOW (estimates) to all accounting funcations.

I love that Workamajig offers numerous customization options for project setup and reporting. I rarely encounter any obstacles in the system when it comes to process flows. The customer service is impeccable; I've sent what feels like hundreds of emails with questions, and they always respond promptly and gracefully.

The approval flows need some serious work. Purchase orders should be limited to individuals rather than a set amount. Timesheets should be directed to the project manager instead of the employee's manager, who may lack insight into the inner workings of the projects. There's room for improvement in timesheets as well. The system should allow for time-off requests to be integrated, automatically updating the individual's timesheet. Additionally, linking time off with backup approvers, rather than relying on manual setting adjustments, would be beneficial. Certain customization options are limited. I would appreciate the ability to add custom fields to vendor invoices, estimates, and other areas. Lastly, please consider making Billing Manager an option for approvals, notifications, and essentially all functionalities that a Project Manager or Account Manager has.

It is a great tool to hold all of the project details in one place along with the finances. The ability to add a campaign and roll up the details into one overarching report is fantastic. We love the ease of customization where available; it really helps tailor the projects to our company's needs.

Wow, just one best thing? That's a difficult decision. The software is forgiving, reporting is robust, and support is amazing.

I a fairly new with Workamajig, and there are just so many functions and features that sometimes I spend too much time looking for a setting. Learning those shortcuts and best practices can take some time.

My accounting team is turning around AP and client billing faster , and corrections can be made easily.

The ability to tailor the individual experience for the business and user. Workamajig offers flexibility with how granular you want to be, or need to be, with regard to workflow, managing data, and reporting.

That there is not a payroll module built into the system yet!

Client profitability, managing workflow, and financial reporting; greater visibility of how daily operations is affecting the financial health of the organization.

It's great to have a project management, billing, scheduling, payables all in one place.

Workamajig is always improving and putting out new releases. If there is something you need, just ask them and they can implement it for a cost or in some cases they offer it as part of new releases.

We initially used WMJ for the scheduling aspects of the software, but in the last 8 years it's become so much better as a project management tool.

The reports are great. The customer support is outstanding. I love that it is internet based, so I can work at the office or at home.

The only down-side about Workamajig is that I can't get our company to use it for the Project Management side. They seem to like Monday.com better.

We use the accounting functions of Workamajig.

WMJ allows multiple departments to collaborate, the account managers are incredibly helpful and kind, and the system is simple to learn.

I wish the gobal search would auto fill as I typed like google or the WMJ help center.

Workamajig allows us to manage all clients and projects with a clear view of budget and profitability.

It helps keep our company organized on a Project Management level and through billing.

Not knowing what it is fully capabilites. I think it can do so much that we are not even aware of that could help save us time

Learning more capabilites of what the system can do and how it can help our team be more efficent

As an agency that converted from NetSuite to Workamig, we love that we have all the reporting and search capabilities we had with NetSuite, but Workamajig is more intuitive and doesn't have all the glitches that come with NetSuite. Also, we struggled for years to get NetSuite to perform agency accounting and we were never successful. We could never see project profitability in real time. Workamajig solved all our problems. It's designed for our type of business and everything works like it should the first time you log in. Also, their project profitability and project progress is built in, real-time and easy to understand by anyone in the agency. Addtionally, the integration it provides with STRATA, American Express and FastPay has saved our company even more time. And lastly, the customer support for Workamajig is great!

As a fairly new user, I have not found anything I don't like yet. As with any program, you get ideas of what would be nice to have. What's nice is that Workamajig takes enhancement requests anytime and tries to incorporate it into future updates.

Workamajig is giving us better reporting on project profitability.

Having worked for an accounting firm for many years, I came into contact with a lot of different industry specific softwares. Workamajig is the only industry specific software that the accounting side doesn't feel like an after thought. Everything flows so nicely and you can pull a report on just about anything you can think of. And if you can't find it yourself, their support staff is amazing and will find it for you!

Being a US designed software, there have been a few tweaks we have had to do to be able to track things for Canadian accounting practices. But, the support and engineering staff have always been more than accommodating in making changes to help us.

Workamajig helps solve our project management work flow issues. It is helping us to be efficient in our projects and better track our profitability on a client by client bases.

Workamajig is very user friendly, it allows you to navigate every easily. It allows you to click through different reports once you open a specific report. It's been a real pleasure working with Birgitte, she is amazing. I love the little videos she makes for us as a training tool. It's so helpful. She goes above and beyond to help us out.

I don't like the fact that you can't back date anything in workamajig. But I wouldn't say I dislike anything.

We are a smaller company and so it helps us creat all of our Financial reprots etc.

This system is intuitive, and very easy to learn and use. I was trained in-house and had to learn many aspects of the system on my own, but had no problem. The Help guides are a grea resource, and the personal support is awesome!

The downside could be considered an upside... there is so much to learn. Three years in, and I am still learning. There are numerous short cuts and tricks that I need to explore.

I need clear reporting that doesn't take a week to compile. I can pull many reports in minutes that help us with staffing, pricing, and scheduling. I can modify on the fly and save for future reporting periods. This saves time over data dumping and manipulating in Excel.

Project screen and updating tasks, assignments. Resourcing screens. Conversations tied to projects. Timesheet entry.

Some reports I would like to pull don't allow all areas I need to be pulled from. Occasionally need to pull two different reports and combine them.

Scheduling and task management, timesheets, reporting

The scheduling, exporting of schedules, and keeping the team updated with conversations tied to the job and design proof deliverables. Also, love the resource management graphs/tools.

I would like it to be more compatible with Teams and Jira. Also a DAM (digital asset management) system would be a great add-on feature, where you can tie in final deliverables as assets for sales and the company!

It solves many issues: 1. Visablity of jobs in Marketing - My Creative Board 2. It solves deliverable routing and approvals 3. It solves reporting on open jobs, closed jobs, on tiime, etc... 4. Allows me to allocate work based on hours in the queue

There is lots of customization, user friendly with ability to find what you need quickly.

Some reports are a little tricky to set up due to the different areas we wanted to combine.

A one stop shop for us. Accounting and project management

Workamajig is powerful and fast. It is well thought out, easy to use and provides tons of useful reports and information. I've never found a competitor that can do all that WMJ can.

In the 10+ years using Workamajig, I have yet to find a downside. In the rare instance where we have a problem, they are quick to respond and always come through with a fix. The reps are very knowledgeable, great listeners and anxious to make us happy.

Workamajig produces accurate financials that provide a true picture of our financial performance and position for presentation to creditors. It helps us to monitor the progress and profitablilty of our projects in real time so that we can adjust fire when necessary.

The project management detail, the financial detail and time reporting available to us. I also really like being able to create project estimates quickly in WMJ.

WMJ can become cumbersome at times when trying to create a project schedule quickly. Because of that, we have often times cut corners in order to reach our goal in a faster manner -- which understandably, undermines the intent of the program.

We were having a problem with expenses being pulled into Client Profitability reports randomly. Leslie and Birgitte talked us through and taught us a new way to find our own mistakes.

As a project manager it is important for me to know what projects are active, next steps, what all needs to be invoiced, providing P&L statements to upper management. Workamajig (WMJ) does all that for us. Training team is amazing - they know the ins & outs of the system and help guide us as to the best way to set up for our business.

I have been working with WMJ for the past year - and I have not found a downside to using the system.

Project Timing. Account Management. Retainer billing. And we have not used it yet, but we will soon be using the estimating feature

We LOVE Workamajig! The software is top tier and our rep, Jennifer Broadwater, is nothing less than accommodating and amazing! We needed project mgmt software that was customizable and could roll out across many departments. We needed an intake form, ease for users/intuitive, a view of both top-level bandwidth and availability of staff as well as individual tasks. We wanted it to offer vendor or freelancer integration and to integrate with SharePoint, It meets and EXCEEDS all of these expectations!

You cannot integrate with MS Teams and that is our preferred chat methood.

We can read team bandwidth and make certain answeres required at the project intake phase.

Workamajig allows you to click through different reports once you open a specific report. Not many other platforms are as user-friendly and allow you to get into a sub ledger by just clicking. Also, the customer support team is one of a kind. They are willing to jump in help you with any question and the response time is typically immediate. Thank you Birgitte for being awesome!

Unfortunately, media tools does not connect with Workamajig therefore it ends up being a manual process for our team to update their flowcharts and Workamajig.

Workamajig has been great in taking our requests and helping us solve them. For example, we have special reporting needed for our owners and Workamajig has been great to help us build this reporting and enhance their system to be able to pull what is needed.