With our community of partners, you can get expert advice and training so you can be up and running in no time! SETUP PARTNERS
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.

Everything in one place

Powerful document management functionality

Continue to use WorkflowMax to track and manage jobs and clients, but add powerful document management functionality.

powerful document management functionality

Automatic updates

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.

Automatic updates

Other popular integrations

Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Zendesk
Customer Support

The time widget allows support agents to enter time against the ticket they are working on.

Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

Hubspot
CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.