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Business Services

Workflow Magic

66 reviews

5.066 reviews
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About Workflow Magic

Data updated
Website
workflowmagic.co
Category
Business Services
Location
United States
Status
Unclaimed
Last 12 months
66 reviews
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Is Workflow Magic legit?

Workflow Magic (workflowmagic.co) has a 5.0 out of 5 rating on OK.one, based on 66 user reviews collected here. It is listed under Business Services and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher. Last updated 2026-08-10.

What people say

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Yvette Ball · 1 review · Experienced 2026-05-24 ·

I am pleased to share that we have…

I am pleased to share that we have found this platform to be an exceptional tool for managing workflows. Its user-friendly nature has greatly enhanced our operations. The support we have received from Mete and Jodi has been top-notch, and our weekly meetings and check-ins have provided us with valuable insights and solutions for every concern or idea we've presented. Overall, this platform has significantly streamlined our daily operations.

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Giselle Rafael · 1 review · Experienced 2026-05-26 ·

A client for several years now working…

A client for several years now working on different workflows and have always been happy with the experience. Lydia is great at troubleshooting and finding practical solutions as issues come up, and Nick recently built out a really clean and functional dashboard for our team. They're professional, easy to work with, and took time to understand how our business actually operates. It's been great working with them.

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Jose · 1 review · Verified · Experienced 2026-05-22 ·

Lydia's and Nick's guidance

Lydia's guidance, always. And Nick was amazing at walking us through the process. Our workflow is so much easier and we have Workflow Magic to thank for it. Incredible service and creative solutions. Highly recommend.

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Peter Whittelsey · 1 review · Verified · Experienced 2026-05-14 ·

Great overall experience

Great overall experience! Julian D'Andre & Nick Kasper at Workflow Magic worked on our project from start to finish, and we couldn't have asked for a better team! They both were professional, responsive, patient and overall great individuals to work with. Julian brought a thoughtful, strategic approach to the team. His leadership kept us on track, and he maintained patience throughout while we accomplished our timeline goals. Nick was our lead implementation representative who always handled our requests with grace and understanding. He was very responsive and helpful for whatever small or large requests we threw his way. One additional note about the Workflow Magic team was that they are very understanding of their clients' capabilities, strengths and weaknesses. I think this is important to highlight because it creates a comfortable working relationship and dynamic to the project!

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Olivia · 2 reviews · Verified · Experienced 2026-04-28 ·

Fast, Efficient, and Incredibly Effective—Highly Recommend Workflow Magic

I had a great experience working with Workflow Magic. From the very beginning, my implementation manager, Nick Kasper, and Lydia Abbott were incredibly supportive and hands-on. Lydia, in particular, has been there for every project takeoff, making sure everything ran smoothly. We worked together to build an attendance tracker that gives full visibility into attendance events. It includes a calendar view, reporting tools, an easy-to-use intake form, and even an automatic connection to our employee directory. Before this system, I had no real way to compile or manage employee attendance data—it was scattered and hard to analyze. Now, everything lives in one place, and I can actually create meaningful insights and look back on attendance trends with ease. The automation alone has saved a significant amount of administrative burden and time. What used to be manual and time-consuming is now streamlined and efficient. On top of that, the turnaround time was incredibly fast—just about 2 weeks from first contact to full implementation. I would absolutely recommend Workflow Magic to anyone looking to improve their processes and save time.

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Tammy · 1 review · Verified · Experienced 2026-04-06 ·

Excellent experience

Our representative was very responsive, asked clarifying questions, sent detailed notes about each conversation, and updated changes very quickly.

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JC · 1 review · Experienced 2026-04-13 ·

Ben for the Win!

Ben was great to work with during our implementation for monday.com. Always very responsive and solution focused when building out our solution to drive useability and adoption by our teams. I learned a great deal from him during our implementation period and appreciated his recommendations along the way. I would recommend him and Workflow Magic to others.

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Lindsay · 1 review · Verified · Experienced 2026-04-13 ·

Mete + Workflow are amazing!

Mete was incredibly responsive and organized in all of our calls. He took the time to learn our process but did not waste anytime getting into the solution, and explained things to us as we went along. He built a great solution that will change things dramatically in a good way for us!

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Kerry · 1 review · Verified · Experienced 2026-04-14 ·

WM helped us customize Monday.com to fit our unique work flow

Working with Victoria and Judi at Workflow Magic was a terrific experience. They helped us clarify and document what we needed to support our unique workflow and then showed us how Monday.com could help us to accomplish our goals. They also showed us how the system is designed to work that gave us ideas we had not even considered. They then designed the system to fit us and even created training documentation and videos that we can share with our team for training. We highly recommend Workflow Magic.

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Jessica Brown · 2 reviews · Verified · Experienced 2026-04-13 ·

Mete has been absolutely fantastic & is a Monday.com Expert!

Mete has been absolutely fantastic to work with on our Monday.com project. He arrives at every meeting fully prepared and with a deep understanding of our specific needs. He’s managed to streamline our processes and truly make our lives easier. If you need someone who "gets it" and delivers results, I highly recommend him!

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Marty · 1 review · Verified · Experienced 2026-04-14 ·

Process Transformed and Now Effective

Jodi and Victoria completely transformed how we manage leads in Monday.com. They designed a personalized intake form and event-specific lead capture forms, automated our contact and account creation, and migrated our existing data into a clean, scalable system — all while providing clear documentation and staying available to guide us every step of the way. The time savings have been significant. What used to require hours of manual work now runs automatically, and their notification setup ensures no lead ever falls through the cracks. We can now focus on relationships rather than data entry. We would absolutely recommend their services to any organization looking to get serious about their CRM. The investment was well worth it.

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Morgan Poppler · 1 review · Experienced 2026-03-02 ·

We'd give 5-stars for Ben alone!

My team recently had the pleasure of working with Workflow Magic and was very happy with the services they provided us. Our Implementation Consultant Ben Braverman was an amazing partner for us - he was timely, creative, flexible, and extremely knowledgeable about Monday. He was able to help us get everything we wanted built out - plus so much more! He provided suggestions for future projects and workflows. And knowing that our plan would be folding in people outside of our smaller team, he created resources that can be used to on-board those additional people. If our team (or the new users we add) have future projects that need help with implementation in Monday - we'll definitely be asking to partner with Ben again!

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Perfect Pair ABA · 1 review · Verified · Experienced 2026-04-13 ·

Excellent Work

Perfect Pair’s operations were consolidated and streamlined by merging multiple disconnected boards and workspaces into a unified system for Leads and Recruitment.This transformation reduced manual work, improved pipeline visibility, and automated key processes to increase efficiency and save time

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Regina · 1 review · Verified · Experienced 2026-04-06 ·

Well organized process and strong results in meeting goals

The work moved along efficiently and effectively. Took some work to get on the same page but that was quickly resolved and then everything else fell into place. The weekly check ins were great - it ensured we all stayed on task. Mete listened carefully to our questions and followed up with getting answers.

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Jessica Gogos · 1 review · Verified · Experienced 2026-04-07 ·

Solution Experts

I really loved how knowledgeable both Victoria and Nick where. Our needs were out of the ordinary and they worked hard to find solutions for everything. I appreciate the straight forwardness about what we could accomplish so that no time was wasted, they were always very responsive to all of our needs. We are growing General Contractor that needed the capabilities to perform in a CRM and convert to a Project Management tool with several automations and integrated apps such as Docusign. They took us from unorganized folders on our desktops to high performing pipelines allowing for accountability across the team and detailed eyes on each ongoing project. We are now able to forecast efficiently without guessing. Overall this has been a fantastic experience and I highly recommend Nick and Victoria to lead your project.

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Scott Lollar · 1 review · Experienced 2026-04-04 ·

Workflow Magic are true masters of Monday.Com

The Workflow Magic team are truly experts in everything Monday.Com. They have flexible options to meet your needs and offer solutions and customizations that are targeted to your situation. They immerse themselves into your industry and client base and really become a true partner. I would recommend you engage them if you are looking for a true Monday.Com authority.

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Barry Wilt · 1 review · Experienced 2026-04-03 ·

CRM Implementation

CRM Implementation: Overall it went really well. They were able to work with our requirements and provide a usable interface for us to manage our sales process. They even went beyond to help integrate it with our Work Management system. Great team, knowledgeable, and I will make sure to keep them in mind if I have any additional projects.

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William · 1 review · Verified · Experienced 2026-03-24 ·

Mete is the Man!

Mete has been extremely helpful in assisting us to put together our Monday.Com CRM and Work flow. We are looking forward to taking our company to the next level of process

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Britta · 1 review · Verified · Experienced 2026-03-23 ·

What made my experience great was…From Reactive to Strategic — A Meaningful Shift

What made my experience great was Mete’s ability to really listen and understand how our organization actually operates, and then translate that into a system that works in practice—not just in theory. The company does very well in taking complex, somewhat messy workflows and turning them into clear, structured processes. They are especially strong at building systems that improve organization, accountability, and internal alignment without overcomplicating things. Communication was also a standout—responsive, patient, and solution-oriented throughout. At no point did the process feel overwhelming, even as we were making meaningful operational changes. Overall, they strike a strong balance between technical expertise and practical application, which made the experience both productive and genuinely valuable. As a next step, it could be helpful to include a brief post-implementation check-in to ensure everything continues to run smoothly as teams fully adopt the system.

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Sandra · 1 review · Verified · Experienced 2026-03-10 ·

Working with Zein has been an absolute…

Working with Zein has been an absolute pleasure. He's extremely knowledgable with the program and does a great job listening to what's needed in order to come up with the best solution. If you are looking for a Monday partner to build or even maintain your file, Workflow Magic has got the experts that can help you achieve the best possible outcome.