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.
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.
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.
Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.
The time widget allows support agents to enter time against the ticket they are working on.
Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.
For an integrated solution add this powerful CRM & Marketing platform to the mix.
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