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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Project management software for creatives.

WorkflowMax is 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 works so well for creative agencies

Time is money when you run a creative agency. Simplify the way you work with WorkflowMax and do more of what you love.
professional-quotes

Quoting

Create and send beautiful, custom-branded quotes and invoices. Enjoy how data flows seamlessly from quote to job to invoice.

document-storage

Document management

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

time7

Time tracking

You've got eight 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.

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Job costing

Use powerful reporting insights to know what type of project earns you the most money or where you’re under-charging clients.

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Xero integration

Your purchase orders and sales invoices are pushed directly into Xero - saving you time and eliminating double-handling.


WorkflowMax marketing project management and 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
See how we helped
 
 

Popular integrations used by creative agencies

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

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

Max Timer plugin for Adobe Photoshop
Time Tracking

Track your billable time on jobs and tasks right in Photoshop - you never have to leave your creative working space.

HubSpot
CRM

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

Dropbox
DOCUMENT MANAGEMENT

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

Pricing and 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

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Users
Not including tax
Add on the tools that your business needs:
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

Job Management Checklist for Creative Agencies

Streamline job management from end to end so you can save time, improve your processes, and build better client relationships.

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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