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WorkflowMax is your all-in-one project management solution that will transform your creative business. Get an up-to-date view of capacity and profitability from the office or on the go.
Create and send beautiful, custom-branded quotes and invoices. Enjoy how data flows seamlessly from quote to job to invoice.
Store every email or document right with the job, all online. No more misplaced job bags or files.
You've got eight simple time tracking options so you never have to break your creative flow.
Assign jobs to your staff, track project timelines and get notifications when jobs are running late.
Use powerful reporting insights to know what type of project earns you the most money or where you’re under-charging clients.
Your purchase orders and sales invoices are pushed directly into Xero - saving you time and eliminating double-handling.
WorkflowMax marketing project management and time billing software for creative agencies speeds up your admin process so you have more time to create amazing work.
See plans & pricingXero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Track your billable time on jobs and tasks right in Photoshop - you never have to leave your creative working space.
Combine this powerful CRM and marketing platform with WorkflowMax and get your sales and production teams talking to each other.
Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.
Drag the slider to select the right option for your business
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.
Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.
If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.
Invoice online in a few quick clicks with only basic information about the project.
Learn moreTemplates enable you to send professionally designed, branded, custom quotes.
Learn moreSave time by letting your employees enter how much time they spend on projects.
Owned by Xero, WorkflowMax offers the best integration with Xero accounting.
Learn moreYou can track time, manage projects and jobs, and contact clients anywhere in the world.
Learn moreEasily see how your jobs are progressing against your quotes.
Learn moreHelpful information for business owners. Reach your full potential with WorkflowMax.
Read the guideStreamline job management from end to end so you can save time, improve your processes, and build better client relationships.
Download eBookHelpful information for business owners. Reach your full potential with WorkflowMax.
Read the guide