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Workflow Magic is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 4.9 out of 5 stars. Last reviewed February 26, 2026.
Max did an amazing job working with us. He made it so easy to truly create the CRM that we needed. The ease of use and ease of communication that we had made this process go super smooth. He understood the direction we wanted to go, and was able to create a great CRM that helps us in our everyday work life.
Working with Diego as our Implementation Manager for Monday.com has been one of the best operational decisions I’ve made for my business.I manage multiple moving parts — compliance tracking, recurring testing schedules, documentation portals, invoicing workflows, dashboards, and client visibility — and Diego didn’t just plug in templates. He built a system tailored specifically to how we operate.What sets him apart:• He listens first. He truly understands business pain points before suggesting solutions.• He translates operational chaos into clean, automated workflows.• He optimizes automation without overcomplicating the system.• He builds dashboards that actually drive decision-making.• He anticipates scalability — not just current needs. - He is ALWAYS asking questions around growth and what's next. Before working with Diego, we were tracking tasks manually across spreadsheets, emails, and multiple disconnected tools. Now, we have centralized boards, automated notifications, organized compliance documentation, and clear reporting — all within monday.com.He has an incredible ability to break down complex features into practical, usable systems. He is patient, strategic, and incredibly knowledgeable about the platform. The owner of my company- who isn't technical at all is able to even use the boards for all his own scheduling and calendar functions.
Victoria and the Workflow Magic team were super helpful in identifying solutions to all the bumps we were encountering along the way. It was a time saver working with Victoria as she had explicit answers to many of the A/B testing we were conducting and ensured we didn't pursue a false path. We plan to engage Workflow Magic for future SOWs. Recommend!
We've had a fantastic experience with Workflow Magic. The implementation process was incredibly efficient with a fast turnaround time that got us up and running quickly. Their services have genuinely streamlined our processes, saving us valuable time and making us more productive. A special mention for Mete Ucan, whose outstanding support throughout the implementation was exceptional. We would absolutely recommend Workflow Magic to anyone looking for efficient and supportive service
We partnered with Workflow Magic on a complex marketing intake and workflow transformation, and the experience exceeded expectations. From discovery through implementation, the team brought clarity, structure, and thoughtful recommendations tailored to our organization’s needs.Victoria was an outstanding partner throughout the project. She was highly knowledgeable, responsive, and collaborative, taking the time to understand our existing processes while also challenging us to think differently about how we could streamline and scale. Her guidance around monday.com forms, automations, and board structure was practical, strategic, and easy to implement.This project significantly improved visibility, efficiency, and consistency across our marketing request process. We’re incredibly grateful for the partnership and would highly recommend Workflow Magic to any team looking to modernize and optimize their workflows.
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 feels more organized, efficient, and intentional — and most importantly, it’s already improving revenue. If you’re a business owner who feels overwhelmed by the backend, this is the team you need. Highly recommend.
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 business actually runs, what was working, and where things were quietly breaking down.What stood out most was the level of care. Every recommendation was thoughtful, intentional, and grounded in my real processes, not a one-size-fits-all system. They asked the right questions, listened closely, and improved things in a way that felt supportive rather than disruptive.The result is a business that runs more smoothly, more efficiently, and with far less friction. I feel clearer, more supported, and far more confident in my systems. If you want someone who will treat your business with the same care you do, Workflow Magic truly lives up to its name.
We love working with Workflow Magic! They setup custom boards for our business that streamline and automate hiring, CRM, and lead processes. We had ideas about how they would work in a magic world, synching with all of our other technologies to seamlessly integrate and they made them a reality. The team was very knowledgeable, transparent, and easy to work with. There are still simple things we can do in Monday ourselves internally, but Workflow was instrumental and remains a valued partner for our custom sophisticated builds.
Zein did a fantastic job! He is well adverse in Monday.com and can answer 99% of your questions. Zein always found a way to find a solution to our problem! He explains Monday.com in depth and is super helpful all across the platform. I would recommend Zein to anyone! We are so grateful that he helped us create almost 5 workspaces!
Our organization worked with Alex to build a new portfolio and to create several automations for our customer awareness/engagement work. Pros: tech-forward consulting that is willing to propose some unique solutions to business questions/needs beyond surface level. Alex was kind and nice to work with, even amidst some lack of clarity from our team on what we needed or how we wanted things to look initially.Cons: Workflow Magic's offshore location/working hours limited our available time to meet, and several of the meeting calendar invites were initially sent over with incorrect times due to the time difference. There were also times we had sent over some implementation documentation that was missed or forgotten. A bit more attention to detail would've been helpful. There was also a consistent push to the Monday Academy resources for our learning and edification as opposed to helping us understand and unlock Monday.com's potential.
Aron did an amazing job setting up our Monday.com CRM to match our company’s specific needs. He customized everything along the way as we discovered what worked best for our team and industry. Monday has saved us a ton of time and keeps us incredibly organized. Aron was always quick to respond and shared clear, concise videos that made everything easy to understand. I highly recommend Aron and Workflow Magic.
We had a great experience with Workflow Magic. Max helped build out and customize our Monday.com account exactly how we needed it, and the end result has made our operations much more organized and efficient. Communication was smooth, timelines were met, and they clearly know their stuff. Would absolutely recommend.
Our experience working with Victoria Cortez and Workflow Magic has been exceptional from start to finish.What made the experience great was Victoria’s ability to listen first, truly understand how our business operates, and then translate that understanding into clear, practical, and scalable workflows. She doesn’t just automate for the sake of automation — she focuses on clarity, efficiency, and real-world usability, which is critical for a fast-moving operations environment like ours.Workflow Magic does an outstanding job of:Turning complex, messy processes into clean, repeatable systemsAsking the right questions to uncover inefficiencies we had grown accustomed toDelivering workflows that actually stick, get adopted by teams, and improve accountabilityBridging the gap between strategy and executionVictoria brings a rare mix of technical skill, operational insight, and professionalism, and she genuinely cares about helping organizations work better — not just look better on paper.
Awesome servives
Lydia and team have been great to work with for our QBO project!
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 through some interesting challenges, and stayed aligned even during long hours. The experience was productive, positive, and enjoyable—and we ultimately arrived at the right solution. As a bonus, they delivered custom tools we didn’t expect, which added real value. Highly recommend.
So far the product seems good. We haven't initiated it into our business yet, but we are hopeful that it will work for keeping track of the basic tasks that we need it for to keep projects on track.
Victoria was very helpful and patient as she walked me through the proccesses and we were able to complete all updates within the time originally quoted.
Zein and the team at Workflow Magic were a delight to work with! Knowledgeable, responsive and he was able to provide guidance in how to efficiently improve our workflows and boards. Would absolutely recommend!
Zein is amazing and takes the time to explain how Monday.com works.
According to TrustPlane, Workflow Magic has a 4.9/5 rating based on 50 verified reviews as of March 2026. Source: trustplane.app/company/workflowmagic-co
