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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Rated 5 out of 5 stars

Workflow Magic made our Monday magical!

All of the staff at Workflow Magic have been knowledgeable and easy to work with. They took the time to understand our processes and helped us develop multiple tools within Monday.com that streamlined our workflow and made things much easier for our entire team. I would strongly recommend them to anyone!

7 February 2025
Rated 5 out of 5 stars

Zein is the man!

I recently had the pleasure of working with Workflow Magic, and I can't say enough about their outstanding service! Zein, our project manager, was exceptional throughout the implementation process. His clear communication, expert guidance, and prompt support made everything run smoothly.

The services offered not only streamlined our processes but also saved us valuable time. We noticed improvements almost immediately, thanks to their efficient approach and quick turnaround times. It's clear that Workflow Magic is dedicated to delivering high-quality solutions that truly make a difference.

I highly recommend Workflow Magic to anyone looking to enhance their workflow and boost efficiency. Kudos to Zein and the entire team for making this such a positive experience!

14 February 2025
Unprompted review
Rated 5 out of 5 stars

We had the pleasure of working with Victoria

We had the pleasure of working with Victoria at Work Flow Magic to build a grants management system in Monday.com for our government organization, and the experience has been outstanding. Victoria was a huge asset in helping us work through some complex timekeeping issues that we couldn’t figure out on our own. She was able to quickly understand our needs and build effective workflows to address even the most complicated actions.

Her ability to think quickly and come up with specific equations tailored to our requirements was incredibly impressive. Victoria's expertise and attention to detail made the entire process seamless, and her solutions will greatly improve our operations.

We highly recommend Victoria and Workflow Magic for anyone looking to streamline their processes and tackle unique challenges. We're already planning to contract with them for ongoing maintenance and further assistance with our program. Excellent work all around!

7 February 2025
Unprompted review
Rated 5 out of 5 stars

Donnalyn's clarity

Donnalyn's clarity, professionalism and quick follow-up were key to the project. She was patient, knew her stuff and could identify opportunities and ways to get around issues that we brought to her.

11 February 2025
Rated 5 out of 5 stars

Victoria Cortés was our CSM who lead…

Victoria Cortés was our CSM who lead the implementation. Our company was previously using Copper and chose Monday as our new CRM. We are a manufacturer's representative who sells outdoor lighting. As a sales company and "middle man" for manufacturers selling to a variety of markets, we were attracted to Monday's features and customization abilities in order to accurately log our sales pipeline, contacts, accounts, internal company information, and forecast commissions.

Victoria was fantastic to work with on our dashboard build-outs and an absolute wizard at running automations that give us crucial insight on our sales figures, commissions, as well as seamlessly linking our manufacturers and their sales data to project opportunities both in pre-sale and post-sale stages. Without Victoria's help, I do not think we would have ended up with the same end-result and I estimate an additional 80 hours of work, at least, would have been required

The turnaround time for the implementation was 25-30 hours with Victoria.

We would absolutely recommend both Victoria and Monday to any of our colleagues and peers.

10 February 2025
Rated 5 out of 5 stars

Our Consultant Zein is amazing

Our Consultant Zein is amazing. Very, very methodical, observant, attentive to small details. Our firm has a complicated workflow, and Zein has really put in the time and effort to understand it thoroughly so that we can devise a solution that perfectly fits our circumstances.

7 February 2025
Rated 5 out of 5 stars

Making Sense of my thinking

Victoria is wonderful at helping me automate and make sense of how I track my accounts in Monday.com. She is great at making the process simple and not overwhelming! Anytime I am stuck, she comes to my rescue.

7 February 2025
Rated 5 out of 5 stars

Excellent Experience

I worked with Diego for our project. Diego was always friendly and professional. He came to our meetings prepared and was always provided very knowledgeable responses to my questions.
In 8-9 hours spanning roughly a week to 10 days, Diego automated our invoicing process so that I am able to generate and send invoices to our clients with a simple click of button. The process cut at least 2 hours, probably more, out of our process because I no longer have to write individual emails to 150 people while making sure I've attached the correct invoice each time.
I plan on working with Workflow Magic for future buildouts on our Monday account and would recommend them to anyone needing help with the platform!

21 January 2025
Rated 5 out of 5 stars

The communication was very clear

The communication was very clear. Donnalyn is very knowledgeable about what the platform is capable of and I was able to explain to her what I was hoping to accomplish and she helped me get there. I was able to test it and she'd make adjustments so I had a product that would make my job easier.

22 January 2025
Rated 5 out of 5 stars

Amazing Team, Amazing People

I cannot praise Zein at Workflow Magic enough! His attentiveness and patience have truly made a difference in our collaboration. Every project we’ve tackled has benefitted from his creative insights and innovative approach. He listens carefully to our ideas and transforms them into reality, ensuring our visions come to life beautifully. We look forward to continuing our partnership and working on many more projects together. Highly recommend his exceptional support!

14 January 2025
Rated 5 out of 5 stars

Monday.com Training

Monday.com Training.

Diego did a great job and explained the functionality of the software very well. His explanations of workflows was very thorough. I am very happy with the outcome of this training.

20 December 2024
Unprompted review
Rated 5 out of 5 stars

We recently partnered with WorkFlow…

We recently partnered with WorkFlow Magic for an implementation project, and the support provided by Diego Garcia was exceptional. Diego was incredibly knowledgeable and responsive, ensuring that every aspect of the implementation was seamless.

The services offered by WorkFlow Magic have significantly streamlined our operations, saving us a considerable amount of time and effort. The speed and efficiency of the implementation process were impressive, allowing us to quickly adapt and integrate the new system into our workflow.

I would highly recommend WorkFlow Magic to anyone in need of reliable and efficient services. Their expertise and dedication to customer satisfaction make them a valuable partner.

14 December 2024
Unprompted review
Rated 5 out of 5 stars

Sweet & Solutions-Oriented

Workflow Magic made Monday implementation so easy - our account rep Victoria was not only incredibly organized, but sweet and solutions-oriented. She not only figured out new beta features, but helped us adjust workback schedules easily. our team is stoked to move forward with these new templates.

25 November 2024
Unprompted review
Rated 5 out of 5 stars

Wonderful group to set up our CRM!

Our implementation manager, Victoria, was great to work with! Our initial goal was to set up a CRM process which was accomplished in a timely manner with the guidance of Victoria. Throughout the project, we uncovered additional features to add to our workflow. All of the enhancements were implemented based on Victoria's expertise. She was very detailed, organized, and thorough in reviewing what we needed to accomplish and provided insightful suggestions throughout the process.

1 November 2024
Unprompted review
Rated 5 out of 5 stars

We love WFM, Donnalyn, and Diego!

Donnalyn was so informative, efficient, and patient with us as we navigated the ins and outs of Monday. There were so many features we weren't aware of that she introduced us to and helped streamline our functionality. She always had a creative solution, reflected a deep understanding of our needs and why we needed them, and made suggestions with our best interest in mind. Diego was great as well. He assisted Donnalyn on the back end and followed up on key tasks. This won't be the last time we lean on this team to improve our Monday capabilities!

5 November 2024
Unprompted review
Rated 5 out of 5 stars

Excellent experience with Work Flow Magic

We had an excellent experience working with the WorkFlow Magic, especially with the outstanding support provided by Donnalyn Robles during the implementation. As a small business we had limited bandwidth to take on the additional time but the guidance from WorkFlow Magic was invaluable and contributed significantly to the smooth onboarding process. The guidance has streamlined our processes, saving us a substantial amount of time in our daily operations. The implementation was completed with impressive efficiency and exceeded our expectations for turnaround time. We highly recommend their services to any organization looking to optimize their workflow and boost productivity.

5 November 2024
Rated 5 out of 5 stars

Great Team, Great Energy, Great Work

Donnalyn was our primary contact and assistant for getting our Monday CRM put together. She and her team did a great job with the build. We as a company had a lot of needs and they were able to tackle everything we needed and was looking for in Monday.com.

We appreciate the time and effort put into the new CRM they built for us as it will help us grow a more efficient workplace.

31 October 2024
Rated 5 out of 5 stars

Outstanding

Outstanding. Honestly, what we asked for really shouldn't be able to be done - we're stretching Monday to it's limits, but Workflow Magic has risen to the challenge. They are creative (I haven't heard them once say something can't be done - instead, they just figure out a way to do it), they are responsive (I don't think I've ever waited longer than an hour for a reply back to an email), and they are beyond talented.

I've already told them to keep us on their calendar - once this current project is done, I plan to continue using them to further things out for our business, and at this point, I don't even think of them as a vendor - they're just part of our team.

18 October 2024
Unprompted review

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