Project Management Software for Creatives.

Your all-in-one project management solution that will transform your creative business. Get an up-to-date view of capacity and profitability from the office, or on the go.

creative

Why WorkflowMax is the best project management solution
for Creative Agencies

Time is valuable when you run a creative agency. Simplify the way you work with WorkflowMax and get back to doing what you love.
professional-quotes

Quoting

Send beautiful, custom-branded quotes and invoices. Data flows seamlessly from quote to job to invoice.

document-storage

Document management

No more misplaced job bags or files. Store every email or document right with the job, all online.

time7

Time tracking

Six simple time tracking options so you never have to break your creative flow.

job-category

Job, task and staff management

Assign jobs to your staff, track project timelines and get notifications when jobs are running late.

cost-item-management

Job costing

Know what type of project earns you the most money or where you’re under-charging clients, with powerful reporting insights.

feature xero_systems

Xero intergation

Your purchase orders and sales invoices are pushed directly into Xero, providing a complete end-to-end business solution.


WorkflowMax marketing project management & time billing software for creative agencies speeds up your admin process, so you have more time to create amazing work.

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“We're always looking for efficiencies and WorkflowMax and Xero help us do that.”
Ian Moore Rock Kitchen Harris
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Popular integrations used by Creative Agencies

Power up your marketing team's project management software with more than 30 add-ons. From accounting to payroll, document management, and CRM, we’ve got your entire business covered
Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Planright
Time Tracking

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

Hubspot
CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.

Dropbox
DOCUMENT MANAGEMENT

Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.

Pricing & Plans

Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
USD $
/ month USD excluding Sales Tax

Drag the slider to select the right option for your business

Users
Power up your marketing team's project management software with more than 30 add-ons. From accounting to payroll, document management, and CRM, we’ve got your entire business covered:
Easy online lead management

Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.

All in one place

Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.

Lead templates save time

Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.

View a snapshot of lead status

Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!

Reduce lead to customer time

Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!

Easily convert leads to jobs

In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.

Additional cost:

$15/month
Productivity Reporting

An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.

Client Groups

Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.

Recurring Invoices

If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.

Xero Invoice Import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.

Additional cost:

$50/month

Read over these handy business guides
to boost your knowledge and be more profitable!

FEATURED GUIDES

The Essential Guide to Project Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide
ebooks

HubSpot New Client Kickoff Playbook

Kick off a new client with confidence and gain extraordinary results.

Download eBook
GUIDES

The Ultimate Guide to Client Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide
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