Workamajig Reviews: 3.8/5 — Good for the Price

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.

One of the biggest advantages that Workamajig offers is a centralized way to plan, manage and track projects. It gives everyone involved access to pertinent project info, minimizes unknowns and redundant status questions. It's a tool that I use constantly throughout the day. We also have a very responsive account manager that helps execute our ideas for reporting and enhancements when needed.

My biggest dislike is that some of the features aren't exactly intuitive. This is offset by the library of videos that are available online that showcase some of the features.

Workamajig provides all of the information needed to keep projects on track.

Robust user interface. Strong reporting capabilities. Real time data.

Our largest challenge has been user acceptance.

Linking of time tracking to projects and view to profitability.

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.

I really appreciate the fact that workamajig helps our projects to stay on schedule to and budget through the various features within the platform.

There's so much to learn, but it's all helpful, so just trying to figure out what isn't useful for our company

Keeps our schedules on track and keeps our projects on track

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 a software that includes all areas that a creative agency needs to run the business.

Too many options. It's great to have options to customize but can be overwhelming.

Clear, quick access to financial health & resource management.

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.

We purchase a significant amount of media on behalf of our clients, and Workamajig provides tools that allow us to seamlessly manage media orders, invoices, and client billings. We advance bill a large portion of that, and Workamajig's tools for tracking and applying advance bills are second to none. I extensively researched accounting systems before we made the switch, and nothing else out there offered the tools we needed at a price point that made sense for our company.

As an administrator, it can be a little tough sometimes to dial in the correct permissions for different individuals or security groups. There are so many different permissions that can be toggled, and it's not always clear how they connect to specific things that users can see or do.

Workamajig is helping us solve issues that we were previously having with tracking and reporting. There's so much data that can go in, and so many options for pulling that data through to useful reporting. There are also even options for custom reporting that we've barely even scratched the surface of so far.

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.

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

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.

The support team is great and extremely helpful.

There are a lot of features I'm not currently ultizing that I would like more information on in the future

The support team and Bootcamp is a great tool for solving problems

I enjoy all aspect of managing projects and company financials in one system.

The ability to do things in multiple places is a benefit but can sometimes be an obstacle.

The whole picture on how we are doing as a company.

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.

The workflow part makes everything flow so easily

Figuring out the reports and the fields needed to get accurate information

Accurate client billing the first time sent to client and minor adjustments are needed to be sent to the client

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

We like that the software allows us to manage everything in one place (eg. project timelines, track time to projects for budgeting, review documents, track new business leads). It eliminates our need for extra software.

Our employees often complain about the WMJ interface. There are a few things that aren't very intuitive about the site design.

The ability to automate reporting has been really helpful in keeping all stakeholders up to date on how projects are progressing. We also really like the ability to see all project timelines in relation to each to plan capacity more efficiently and the ability to pull and analyze hours allows us to access areas for improvement.

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

Flexibility and ease to change schedules and assign projects.

It takes time to set up the way that works for your company and process, however it's worth it in the long run!

Ease of project flow with stakeholders and resources working on the projects. Especially helpful that freelancers and vendors can seemlessly be part of the workflow.

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.

My experience working with Workamajig could not be as exceptional as it is without the support of Brittany Fauss. She is a skilled professional and knowledgeable providing top-notch service and support. She carefully listens to understand our unique needs based on the customization of Workamajig and helps us to find solutions. Her response to our queries is prompt, helping maintain the smooth flow of our business and avoid interruption.

Sometimes the software can get a little slow, mainly when updates are being performed, but you can call and reach out to support, and they help figure out the issue.

Workamajig helps us centralize all aspects of our business in one software.

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

When faced with an issue, Workamajig will work on it until the issue is resolved. There was a specific issue with a 3rd-party and Workamajig was working behind the scenes on this until it was resolved, and I wasn't even aware they were working on it. I came in the next morning to an email that said to try logging in again and it was fixed! They did not give up!

I was used to calling in for support, so I had to get used to emailing with questions. I understand why they prefer emails - so they can have a written record of the question. They do accept phone calls but just prefer emails. But now that I'm used to it, I'm fine with it.

Interaction with a 3rd-party to pay bills via virtual card. It makes the payment process so much more efficient and less risk for fraud. Once it was set up (which was not difficult), it's very easy to process through.