Automatically deploy jobs in WorkflowMax based on services accepted by your clients in Practice Ignition. That means you no longer need to manually create jobs in WorkflowMax when onboarding clients. Once set up you'll streamline client onboarding, reduce wasted time and eliminate any chance of error. It's a smarter way to run your business.
Push your contacts from Practice Ignition to WorkflowMax and maintain a single database of all your clients. It's a 2-way sync, meaning you can also push your contacts from WorkflowMax over to Practice Ignition. This ensures that all your data is synced when you move between systems. That means better efficiency and less headaches.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.
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.