Sync all client and job details between WorkflowMax and Ferret document management system.
Ferret is a document management system that allows you to view all documents and all correspondence relating to a client or job in WorkflowMax in one place. You’re able to get the full picture of a client or job, and retrieve any document or email in seconds.
Everything in one place
Ferret’s document management system is the missing link where all emails and documents are stored in one place.
Powerful document management functionality
Continue to use WorkflowMax to track and manage jobs and clients, but add powerful document management functionality.
As you update client details in WorkflowMax, they’ll automatically be updated through to Ferret.
Ferret Software asked Eleanor Shakeshaft - director of Bain EMA (Western Australia) four questions about how WorkflowMax works with the Ferret Software - click here to read.