TrueContext
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead Manager (CRM)
- Quoting/Estimating
- Client Management
- Job Tracking
- Project Management
- Job Costing
- Time tracking
- Document Management
- Integration with Xero Accounting Software
- Powerful Custom Reporting
- Integration with over 25 other products
- Integrations – Xero, Zendesk, Freshdesk, Box, Dropbox, etc.
- 24/7 email support available
- Free online webinars & video tutorials
- Staff Scheduling
Pricing Info
Pricing Info
WorkflowMax offers enterprise-grade solutions at simple-tiered pricing plans. You get all the features in your plan and only pay based on the number of users. A 14-day free trial is available so you can try out its features without any commitments, no setup fees, and no payment information collected. Once the trial is over, you may continue using the service by choosing from the following plans:
- 1 user – $15/month
- 2-5 users – $49/month
- 6-10 users – $110/month
- 11-20 users – $170/month
- 21-50 users – $250/month
- 50+ users – Custom pricing
All these plans include the following features:
- Client manager
- Custom fields
- Document management
- Invoicing
- Job Costing
- Job management
- Mobile
- Purchase orders
- Quoting
- Reporting
- Timesheets
- Xero integration
There are also optional upgrades as what your business needs:
- Lead Manager (CRM) module – $15/month
- WorkflowMax premium – $50/month
Integrations
Integrations
- Zendesk
- Box
- Moneyworks
- MYOB
- WFM Plan
- Trav
- Actual
- Eon
- Adobe Time Tracking
- Freshdesk
- iPayroll
- Flexitime
- Ace Pay
- Dropbox
- Google Drive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Conquest Solutions, Cloud Bakers, Clear Point, Data Solutions Group
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
End-to-end workflow management software, WorkflowMax’s software contains everything you need to manage your business workflow — in one integrated platform.
Company Email
support@workflowmax.com
Contact No.
Company's Address
101 Green St.
5th Floor
San Francisco, CA 94111
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Mobile Forms App features
- Offline work mode
- Market-leading data input options
- Native OS user interface (iOS, Android, Windows 10)
- In-app branding and customization
- Sections / Repeatable sections / Conditional sections
- Conditional logic
- Auto-populate forms with data from cloud or back-office systems
- Data source filter and search
- Rich Photo/Sketch: multiple images, drawing tools, zoom-in/out, thumbnail summary, picture quality/size, stamp form data on images
- Date/time/duration controls & calculations
- Barcode & QR code scanning
- Click-to-Call, Click-to-SMS, Click-to-Email, Click-to-Web, Click-to-PTT, contact directory
- Form Summary (with share/print options)
Integrations & Workflow features
- Out-of-the-box support for numerous cloud services and back-office systems
- Business document output support: PDF, MS Word, HTML, plain text, calendar event (iCal), business card (vCard)
- Customizable data file output support: CSV, JSON, XML, plain text
- Dispatching: via API, via Portal, bulk dispatch, image dispatching
- Custom Filters on data destinations/integrations
- Dispatch destination (Mobile to Mobile workflows)
- SMS notifications
- Form to email
Analytics & Reporting features
- Data Output options: PDF, Word, CSV, HTML, XML, JSON, Business Card, Event invitation, Custom DREL
- Data record listing & filtering
- Form submission charts (via web-portal)
- Online viewing of PDFs
- Visual mapping of data record submission locations
- Custom PDF/Word document output formatting (fee applies)
- Unlimited analytics data storage
- Data export (manual or scheduled)
- Data export filters
- Advanced Analytics – Data management service
- Advanced Analytics – Interactive dashboards and reports access
- Advanced Analytics – Scheduled reports pushed via email
- Advanced Analytics – Report authoring
- Advanced Analytics – Dashboard authoring
Pricing Info
Available plans:
Essentials – $15/user/month
- Advanced data collection
- Simple business logic
- Simple outputs and integrations
- Multi-platform
- Offline functionality
Advanced – $45/user/month
- Advanced conditional logic
- Advanced integrations
- Advanced outputs
- Multi-depths, higher usage limits
Enterprise
– Request a quote
- Single sign-on & advanced security
- Advanced input controls
- Advanced form management
- Unrestricted usage
*Each user represents a ProntoForms activated mobile device. Monthly subscription price based on annual contract.
Integrations
TrueContext integrates with a variety of business systems and applications: Pre-Built Enterprise Integrations:
- FTP
- HTTP GET
- HTTP File Upload
- HTTP POST / PUT
- Template-Driven HTTP
- WebDav
- Sharepoint
Pre-Built Cloud Integrations:
- Box
- Dropbox
- Evernote
- ShareFile
- Geotab
- Google Sheets
- Google Cloud Print
- Google Contact
- Google Drive
- QuickBooks Online
- SalesForce
- ServiceMax
- Sharepoint
- Microsoft OneDrive
- Microsoft Sites Document Library
- Zendesk
- Salesforce Custom Object
- Amazon Cloud
TrueContext also offers REST API that makes it possible to integrate it with virtually any back-end system, including large enterprise systems, e.g., SAP, Oracle, as well as proprietary in-house systems. Supported features include form dispatching, data source updates, form document, data retrieval, user management and many more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Halliburton, Toshiba, Amtrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
Company Email
sales@prontoforms.com
Contact No.
Company's Address
2500 Solandt, Suite 250
Ottawa, Ontario K2K 3G5
Canada
TrueContext Comparisons
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When you research various Project Management Software products you shouldn’t just look at their features list and provided pricing plans. Consider that the product should be adjusted to your standards and company so the more flexible their offer the better. Find our what systems are supported by WorkflowMax and TrueContext and be certain you will get mobile support for whichever devices you use in your company. You should also examine which languages and geographies are supported, as this may be a key element for many businesses.
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