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Every Dashboard is custom-tailored to visualize the unique needs of your business. Utilize filtering and date parameters to generate interactive snapshot reports or reference data in real-time with presentation-ready dashboards.
Connect with native software and refresh data metrics in real-time. Experience effortless data visualization with the confidence of total accuracy.
For businesses of all size, our scalable offering has helped businesses grow and succeed. Flexible operational and reporting tools create the opportunity for improved operations and ultimate visibility.
Create intuitive user groups with smart filter permissions. Equip your team with role-specific reporting parameters.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
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.