FORMbasic will streamline lead capture automation by sending all lead information gathered from your website directly into WorkflowMax.

Eliminate all manual entry

FORMbasic saves time you time by sending all leads that are generated from your website directly into your WorkflowMax account. Data entered at this stage can be now be carried throughout your sales process.

eliminate all manual entry

Be the first to act

Give great customer service by getting in touch with the client faster than your competitors. Automatic lead value estimation allows you to see how much each lead is worth thus allowing you to quote prospects more accurately.

be the first to act

Seamless integration

FORMbasic integrates perfectly with your website’s existing ‘contact us’ page. There will be no noticeable difference from the user’s experience.

seamless integration

Other additional features:

Automatically set lead activities, Auto email responder, and Secure API & account key

Other additional features

Other popular integrations


Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

Customer Support

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

Plan Right
Staff Scheduling

PlanRight enables the transparent optimisation of capacity and workload for you and your staff via drag and drop functionality. Learn more about how PlanRight and WorkflowMax below.


Combine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.