With our community of partners, you can get expert advice and training so you can be up and running in no time!

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With our community of partners, you can get expert advice and training so you can be up and running in no time!

 View setup partners

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Dashboard Insights transforms your data into real-time, dynamic and interactive dashboards giving you a visual representation of your business’ performance that you can view instantly at your fingertips.

Purpose Built Dashboards

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.

Live Data

Connect with native software and refresh data metrics in real-time. Experience effortless data visualization with the confidence of total accuracy.

Flexible Offering

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.

Smart Filtering

Create intuitive user groups with smart filter permissions. Equip your team with role-specific reporting parameters.

Other popular integrations

Xero
Accounting

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Learn more Visit website
Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

Learn more Visit website
PlanRight
Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.

Learn more Visit website
Hubspot
CRM

Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.

Learn more Visit website