Everything you need - in one integrated platform

WorkflowMax offers you a complete, cloud based solution to manage projects and jobs. It’s often all a small business needs - and if you need even more features, we integrate with more than 30 add-ons, so it’s easy to customize it to your needs.

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Get more customers

  • Client Manager

    Stay organized by having all relevant information about your clients in one easy-to-navigate screen.

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  • Quoting

    Templates enable you to send professionally designed, branded, custom quotes within minutes and speed up the sales process.

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  • Lead manager

    Track your leads, proposals and sales performance all in one place. Automatically store emails, documents and other data against a lead. Set up reminders so less leads fall through the cracks. And once a lead is won, you can turn it into a new job with just a few clicks without having to reenter data. Our lead manager module makes a powerful CRM solution affordable.

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Save time & money

  • Job Management

    Easily see how your jobs are progressing against your quotes, or when tasks are due. With Workflow Max’s integrated project management software you always know your capacity at a glance and what work employees have on their desks.

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  • Time Tracking

    Save time by letting your employees enter how much time they spend on projects from wherever they are. See how this measures up in real time against your quotes and quickly pass this data on to payroll.

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  • Mobile Site

    Sitting on a train? Hiking in the Alps? With our simplified mobile site, you can track time, manage projects and jobs, and contact clients anywhere in the world.

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& grow
your business

  • Reporting

    Quickly and easily uncover inefficiencies and see where you can improve your business. With all data is in one place, you can see many useful standard performance reports at a glance - or quickly build your own: For example, view estimated hours for a project against the actual time it's taking, so you know if you're on track. Quickly see how much money you make from different staff members or which projects are the most profitable. See which clients you are under- or overbilling. Improve cashflow by getting an instant snapshot of billable jobs. And much more!

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  • Xero Integration

    Owned by Xero, WorkflowMax offers the best integration with Xero accounting of any available app. Create an invoice in WorkflowMax, and simply push that data through to Xero. Enter information into one system, and it pops through on the other - automagically.

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  • Invoicing

    Invoice online in a few quick clicks with only basic information about the project. Control every aspect of your invoice, from how it looks through to what information gets displayed. If you want, go all out adding staff, times, rate details, and extra notes to create a highly detailed invoice with just a couple of clicks.

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Tools to stay organized

  • Job Costing

    Understand where profit is made or lost, know if your under- or overcharging your customers, and use this data to send more accurate quotes.

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  • Purchase Orders

    Manage your outgoings and track purchase orders and see more accurately how much jobs really cost you. Save time by entering purchase order data once and have it appear in Xero and WorkflowMax.

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  • Document Management

    Store, manage and share documents on WorkflowMax and through third party management tools like Box, Dropbox, or Google Drive.

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Need even more features?
WorkflowMax integrates with 33 add-on softwares
(more than any other off the shelf solution)

For many businesses WorkflowMax is all they need. If you need some extra features you can easily integrate WorkflowMax with popular CRM, customer support, payroll or special time tracking software among more.

WorkflowMax integrates with 31 popular software solutions

(More than any other off-the-shelf job management application)

Why integrated project management software is better

Traditionally small businesses mostly used a variety of softwares that integrated poorly with each other. This outdated approach often didn’t work well for long. It led to duplication of work. Data was siloed, hard to update, and tedious to analyse. Inefficiencies often went undetected.

WorkflowMax, in contrast, now offers a complete, powerful solution. With everything in one system and in the cloud, data is always up to date everywhere and accessible from anywhere. Reports give you useful insights that are always real time and available upon the click of a button.


More tools, more problems

Most online project management systems do one or two things and usually don’t integrate with each other. Hence, many businesses are forced to use multiple tools to get jobs done.

All-in-one toolkit

Workflowmax’s suite of online project management tools work together seamlessly, letting you focus on getting stuff done, not on bobbling together different tools and apps.

Siloed data = no business insights

Every tool has its own reports, analytics and formats. This makes it impossible for managers to track the important metrics across the whole business.

Business intelligence at a click

Get answers to questions that matter. All you data is in one place, allowing you to gain visibility over all the important details of your business.

Increased Costs & lost productivity

Having multiple tools quickly becomes an expensive exercise, costing the business hundreds of hours in training and licensing.

Less training, more doing

Get your staff up to speed quickly. Learning one integrated project management software is 10x faster than getting trained in multiple softwares.

Best see the software yourself:
Try it for FREE for 2 full weeks

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Get full access to our standard software in less than 2 minutes.
(And if after 2 weeks you need more time, just ask us.)

Try it now for free