WorkflowMax and Ferret Document Management System work together by syncing clients, quotes and jobs into Ferret Web.
Ferret lets you file emails and email attachments direct from Outlook into the client, job or quote record. Ferret 'remembers' which job an email belongs to so that staff can quickly file emails to jobs as they go.
Ferret gives you an electronic accounts payable invoice approval and filing system. File accounts payable invoices direct from Outlook then route invoices to approvers for electronic approval.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.
Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.
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