Zrilo's Business Insights platform provides a dashboard solution that gives you a single consolidated view of the key metrics across your business. Extracting data from WorkflowMax and Xero, and combining this into one, easy to understand dashboard, showing both operational and financial data.

Easy to understand dashboards

Access quote, job, task and productivity metrics, plus all your key financial metrics in one dashboard

easy to understand dashboard

Make better business decisions

Make better business decisions with access to live up to date data anywhere, anytime.

make better business decisions

Access data on any device

Access all your key business metrics on any device, including desktop,tablet and mobile phone.

access data on any device

Customise dashboards

Easily customise the dashboard view to see the data that is most relevant to you in your business.

Customise dashboards

Share your dashboard

Share your dashboard with business partners or your business advisor, making it easy for them to offer advice.

share your dashboard

Other popular integrations

Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

Zendesk
Customer Support

The WorkflowMax time widget allows support agents to enter time against the ticket they are working on.

Plan Right
Staff Scheduling

PlanRight 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
CRM

Combine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.