Workflow Magic Reviews 

256
•
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 127 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the highly knowledgeable staff for providing exceptional support, personalized attention, and practical solutions during the entire system implementation process. Reviewers deeply appreciate the efficient communication, collaborative weekly check-ins, and customized guidance that successfully helped streamline their complex daily business workflows. However, some people mentioned that aligning initial project requirements took extra work, noting occasional minor challenges regarding sales setup and the transition period before implementation began. Consumers also observed that navigating new platform capabilities required extra patience while working through initial operational adjustments and configuration details.

What people talk about most

Staff

People report positive experiences with staff, highlighting that team members are efficient, clear, friendly,... See more

Service

Consumers find service to be exceptionally satisfying, noting that representatives go above and beyond to... See more

Response time

Clients share positive opinions on response time, frequently highlighting that turnaround times exceed... See more

Customer service

Reviewers highlight positive aspects of customer service, frequently praising responsive agents who provide... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Working with Workflow Magic was a game-changer for my business. They completely systemized my client flow and inventory in a way that finally makes sense and actually works day-to-day. Everything feel... See more

Rated 5 out of 5 stars

Thank you to Max, Reid, and the entire WFM team! Working with this team truly felt like a partnership, not a typical vendor relationship. We collaborated closely to improve a process, worked thr... See more

Rated 5 out of 5 stars

Working with Workflow Magic was one of the best operational decisions I’ve made for my business. Their team didn’t just “optimize workflows”, they took the time to deeply understand how my busines... See more

Rated 5 out of 5 stars

I had the pleasure of working with Zein, and I cannot recommend him highly enough! He provided exceptional support in helping me fully understand the integrations between MAKE.com and MONDAY. Zein wen... See more


Company details

  1. Business and IT Consulting Agency
  2. also in
  3. Automation Company

Written by the company

Workflow Magic is a certified monday.com implementation partner helping businesses improve, streamline, and optimize projects/workflows through automations and integrations in monday.com


Contact info

4.9

Excellent

TrustScore 5 out of 5

256 reviews

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4.9

All reviews

(256)

128 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

I had a great experience working with Aron

I had a great experience working with Aron and the Workflow team. Aron guided our team through every step of the implementation process and did an incredible job understanding our goals. The commitment to delivering in a timely fashion and keeping us on track was greatly appreciated too. I would highly recommend their services to others looking to improve their workflows.

October 10, 2024
Unprompted review
Rated 5 out of 5 stars

Expert Management of Project

Aron was efficient and expert at understanding our goals. He was skilled at providing guidance to ensure our processes are streamlined and a delight to work with. I also really appreciate his respect for our time and his ability to turnaround the project quickly.

October 3, 2024
Rated 5 out of 5 stars

I have been working with Workflow Magic…

I have been working with Workflow Magic for the past 5 months, and I can confidently say that they have greatly improved my business workflows. Initially, I was hesitant to start working with them because I had previously worked with other agencies that passed my job off to various team members, which resulted in having to repeatedly explain my needs. However, my experience with Workflow Magic has been entirely different.

From the very beginning, their team has been extremely responsive and helpful, consistently coming up with innovative ideas to streamline our processes. I have primarily worked with one dedicated person, and anytime another team member needed to assist, they were already caught up to speed with what was going on. This level of continuity and communication is truly impressive.

I want to give a special shoutout to Victoria, who has been absolutely amazing to work with. She is not only punctual but also incredibly pleasant, making every interaction a positive experience. Her insights have been invaluable, and I truly appreciate her dedication to our success.

Overall, I highly recommend Workflow Magic to anyone looking to enhance their business operations. Their expertise and support have made a significant difference in our workflow, and I look forward to continuing our partnership!

October 2, 2024
Rated 5 out of 5 stars

5 Star Service & Solutions from Workflow Magic

Workflow Magic - especially Aron - is fantastic. They worked hard to understand our needs up front, and no matter what challenges we gave them, they came up with solutions. Workflow Magic hit every deadline, and helped keep our team on track along the way. Our team was new to Monday and Aron patiently and clearly answered our questions, ensuring that we'd be able to take full advantage of Monday's capabilities. Workflow Magic delivers great value for its fees in terms of solutions delivered, expertise, and time saved for our team. I highly recommend!

October 3, 2024
Rated 5 out of 5 stars

Enhanced Workflow

I really appreciated the personalized experience working with Victoria and Natasha. They were great at explaining their recommendations and providing walkthroughs of their updates. Both were also flexible when it came to making tweaks and changes to reflect what our business is needed. The workflow enhancements will help keep our small business on top of project management.

September 27, 2024
Unprompted review
Rated 5 out of 5 stars

Lydia and her team are phenomenal

Lydia and her team are phenomenal. They got our training scheduled very quickly and met all of our high expectations regarding turnaround time. Her team is very knowledgeable of monday.com and were able to address all of our questions, concerns, etc. They gave us all of the tools, tricks, and knowledge needed to perform a full implementation of monday.com. We will absolutely be using them again in the future for additional training and implementation. Thank you, Lydia!

September 17, 2024
Rated 4 out of 5 stars

Got exactly what was advertised

Got exactly what was advertised. We had a dedicated team member diligently working on building out our design. The amount of feed back and iterating was great. We really felt like a load of work was secure and on track without dedicating too much internal time to it.

September 11, 2024
Rated 5 out of 5 stars

Professional and a pleasure to work with

Donnalyn and Workflow Magic were a real pleasure to work with. Donnalyn kept us on target and on task to ensure we were able to successfully implement Monday.com CRM in a timely manner. Her knowledge and experience expedited our progress and her personality made our implementation meetings a joy to attend.

We have seen significant improvements in our ability to quickly assess our sales progress and to have critical performance metrics on a single dashboard so we can monitor our performance at a glance.

I highly recommend the services of Workflow Magic and Donnalyn specifically.

September 9, 2024
Rated 5 out of 5 stars

Donnalyn is a rock star

Donnalyn is a rock star! We are a start-up company and needed Monday.com to serve as our CRM platform. Donnalyn listened to our needs and provided great insight to help develop exactly what we needed. It's been an awesome experience to date.

September 9, 2024
Rated 5 out of 5 stars

Workflow Magic has been a great partner…

Workflow Magic has been a great partner and Victoria Cortes has been a great advisor. They have helped us to implement exactly what we asked for, finding creative ways to pull together what we needed. Now we have been able to move on to phase 2 of our project much sooner because they were so efficient in setting up a good plan from the beginning.

August 27, 2024
Rated 5 out of 5 stars

This Team is a Hidden Gem!

This was the first time that we have worked with WorkFlow Magic, but will 100% be back. We had a pretty complex workflow that had a number of moving parts, however Natasha and Victoria were able to nail it. They were very prompt in answering emails and keeping me in the loop about what was going on. This helped me feel at ease to know that it was being developed to my specifications. I appreciate the attention to detail and the overall genuine concern that they had over our project. They were able to help our idea become streamlined and I honestly felt like they were a part of the team. Thanks so much for all of your help and I am excited to work with you both again in the future!

August 21, 2024
Rated 5 out of 5 stars

Great collaboration and amazing end result!

Victoria and Natasha were such a pleasure to work with. They did a fantastic job and put great effort into creating an effective and efficient board for our company's onboarding and training tasks. We had weekly touch points to collaborate on the vision and execution of the board. They always provided helpful guidance and answered our questions with grace. I would absolutely work with them again and recommend Workflow Magic to anyone seeking to improve business processes within their company.

August 20, 2024
Rated 5 out of 5 stars

More than just a checklist

Workflow Magic was the only company we vetted that came with creative ideas on how to revise our process for better efficiency. We were able to work with their team live on a weekly basis to develop a process map complete with automations. If you're looking for a solution that's more than a simple checklist, I highly recommend working with Workflow Magic.

August 20, 2024
Rated 5 out of 5 stars

Workflow Magic is exactly that...MAGIC

Workflow Magic is exactly that...MAGIC. Natasha, Lydia and Victoria were amazing from start to finish. They completely customized my process and built a platform for my new company to succeed. I couldn't be happier I trusted them with my business.

July 26, 2024
Unprompted review
Rated 5 out of 5 stars

Workflow Magic is MAGICAL

Workflow Magic is MAGICAL! They helped us complete an overhaul and build out a brand-new process. This has resulted in cutting payroll by at least 15% because of all the automation that is now integrated into our process. If they didn't know how to make something work, they did extensive research to identify a solution for almost every process we've desired to have built. I would HIGHLY recommend them for any of your Monday.com needs.

July 9, 2024
Rated 5 out of 5 stars

Fantastic customer service, knowledge and communication

Donnalyn was fantastic to work with, her knowledge of Monday.com and her willingness to listen to understand made it a great experience for us.

She developed a clear understanding of our workflow and then helped us implement what we asked for as well as some extra functionality that we hadn't thought of, that was very beneficial in streamlining our process which saved us valuable time.

Now that we have our systems in place we look forward to continued support from Workflow Magic and Donnalyn as our teams continues to adapt and strive for efficiency across our facility.

I would highly recommend Donnalyn to anyone looking to enhance their teams abilities!

July 16, 2024
Unprompted review
Rated 5 out of 5 stars

I had a brilliant experience at Workflow Magic

I had a brilliant experience at Workflow Magic. Initially speaking to the proficient and effective Founder & CEO Lydia, we set out a clear plan to improve our company's workflow, before being introduced to the lovely and hardworking team of Victoria and Natasha. Victoria and Natasha provided clever solutions to any problems that arose. I'm confident that our business has greatly improved due to their efforts, and I'm most grateful for their hard work and time.

July 11, 2024
Rated 5 out of 5 stars

Great customer service!

Didn’t take long to get everything up and running. It’s very easy now for my team to track leads and for me to track where the leads are coming from and who sent them. Thank you Workflow Magic!

July 11, 2024
Rated 5 out of 5 stars

Just Excellent

They have taught us so much about Monday.com and are always game to try new ideas or instruct us how those ideas will trap us in the future. Couldn't recommend them MORE!

July 1, 2024
Rated 5 out of 5 stars

Monday.com CRM

Lydia and Donnalyn have been a pleasure to work with! Workflow Magic's revamp of our CRM platform has definitely streamlined the information process for our sales team. Their willingness to work together as a team to make our "wish list" happen is appreciated.

June 24, 2024
Unprompted review

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