WorkflowMax and SuiteFiles
Improved workflows
Save time and gain peace of mind when you work with SuiteFiles and WorkflowMax. Upload documents against a client folder in either system and they will automagically sync across both platforms.
Document generation
Minimise time-consuming tasks by creating templates for common documents or emails. Make them instantly available to colleagues and pre-populate them with client data from WorkflowMax.
Work with Office
Access any Microsoft Office documents – Word, Excel, PowerPoint, OneNote – and edit them online through SuiteFiles or in desktop Office. Use SuiteFiles Outlook to easily manage your emails and client files straight from your inbox.
Xero
AccountingBeautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.
Zendesk
Customer SupportThe WorkflowMax time widget allows support agents to enter time against the ticket they are working on.
Plan Right
Staff SchedulingPlanRight 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.
Hubspot
CRMCombine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.
