Project Management Software for Creatives

WorkflowMax 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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You love Helvetica.
We love reporting.

“Instead of having to deal with a lot of fragmented information, you’ve got it all there in one place.” El Reeve, Lead Producer, Candyspace
London-based digital agency

Top 8 Reasons Why Creative Agencies Love WorkflowMax

Six simple time tracking options enable you to track time without leaving the creative suite, so you’re always in “the zone”.
Use your company branding to send beautiful custom quotes and invoices. Data flows seamlessly from quote to job to invoice.
WorkflowMax creative project management software is in the cloud, giving you the flexibility to manage your agency from anywhere, on any device.
Sick of trying to locate copies of account specs or original artwork? Store every detail with the job, including associated emails and documents, so the team can access them.
From the project management dashboard you can assign jobs to your team, track project timelines and receive email notifications when jobs are running late.
Want to know what type of project earns you the most money? Or whether you’re under-billing a customer? Reporting answers your pressing business questions.
Get your team working together with awesome collaboration tools. Your clients can even add their two cents to project files and see when tasks are due.
Your purchase orders and sales invoices are pushed directly into Xero, providing a complete end-to-end business solution.

Why WorkflowMax is the best all-in-one project management software for Agencies

Want to see which clients haven’t paid their invoices, and which types of creative earn the most profit? Get all the insights on your agency’s inner workings with clever custom reporting.

See how your team can use WorflowMax

Agency CEO

Want to see which clients haven’t paid their invoices, and which types of creative earn the most profit? Get all the insights on your agency’s inner workings with clever custom reporting.

Operations Manager

See exactly which hours everyone has worked this month, and combine WorkflowMax with your favourite payroll software to get everyone paid quickly. Enjoy the seamless Xero integration to see exactly where the money is and where it’s going.

Creative Director

See at a glance in the schedule which copywriter or art director is working on what, so you can schedule tasks accordingly. Monitor budgets on creative projects from the dashboard and receive notifications when projects are about to go over.


See a snapshot of all the projects you’ve been assigned to, so you can plan your day. Now you’ll never miss a deadline. You can track time accurately on each stage of a project, so your creative efforts will always be counted.


You can enter time and manage projects wherever you are, whether that’s on a shoot, at an event, or just chilling out at the beach. Store assets and projects files and collaborate with the rest of your team.

Our customers are raving about us

Popular integrations used by agencies

Manage your entire agency in one integrated system by combining WorkflowMax’s awesome project management prowess with over 30 software add-ons. From accounting to CRM, document management, and CRM, we’ve got your entire business covered:

Adobe Widget

Track time without breaking your creative flow from within the Adobe Suite, then add to your jobs in WorkflowMax.


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


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

WorkflowMax integrates with over 33 world class apps. See all of them.

Got questions? We have answers

My team needs something that can record the time we spend on different creative tasks. Will WorkflowMax do this?

We’ve got you covered in that department: Our time tracking functionality includes six different options, so your team can choose the method that works best. For helpful tips on how to track and enter time using WorkflowMax, watch this quick 1:36 minute video.

As a busy creative company, you’ll have tons of jobs on the go. If you accidentally enter time under the wrong job, you can easily move it to the correct job in just a few simple steps. This video offers step-by-step directions in under a minute.

We’re a design agency. We want our documents to look pretty!

With WorkflowMax, you can create your own custom templates for quotes and invoices. This means you can use your agency branding to create your own unique look.

My ad agency bills using fixed fee/hourly/a random combination of all these. Can WorkflowMax deal with this?

We sure can! With WorkflowMax as your ad agency project management software, you can incorporate calculated price and fixed price on every quote and invoice. Check out the invoicing options for more details on just what you can do.

My agency is always on the go. Do you have a mobile app?

We have something better than an app—we have a mobile platform that works on your phone’s browser. Simply save as a bookmark, and you’re able to work from any device, at any time, from anywhere in the world. For more information, visit our mobile job management section on our website!

Is there a way for clients to log in to view projects?

Great question! You can set WorkflowMax to allow clients to log in and see the progress of their jobs. Plus, this is a fantastic way to add value to your clients and stand out from competition. Contact one of our product specialists if you need help setting this up.

We produce a ton of hi res images for our clients. We’d love to be able to share them via WorkflowMax. What are your storage limits?

You can store up to 25GB of documents (for FREE) on WorkflowMax servers, which enables you to cut costs on cloud storage.

Plus documents uploaded into WorkflowMax marketing tracking software can be pushed into Box, Dropbox or Drive. With powerful marketing project management software like WorkflowMax, your clients will be able to see all of your pretty creative.

We run our whole agency in the cloud. What other products does WorkflowMax integrate with?

We’re glad you asked! WorkflowMax agency and marketing project management software integrates with tons of awesome products, and has a number of great add-on solutions to help you manage your business.

From document management Integrate the services you use for accounting, CRM, staff scheduling, time tracking, customer support, payroll and so much more. For a full list of products that integrate with WorkflowMax, visit our Add-On page.

So … I heard you integrate with Xero. What does that mean for my agency?

Xero is a simple, beautiful cloud accounting solution that’s taking the world by storm. WorkflowMax offers the best integration with Xero Accounting of any available app.

If you really hate admin, you’ll love the way Xero and WorkflowMax move data between each other with a single click. It’s great for creative agencies as it enables you to manage invoices, payments and purchase orders from one location.

For more information, check out our Xero Integration page or watch our helpful Xero Integration tutorial videos.

We have an awesome team of freelance designers, copywriters and other creatives. Can they use WorkflowMax too?

Of course! That’s the advantage of having your agency project management in the cloud.

Your contractors can log in from any location on earth and track their time against the jobs assigned to them. You can even restrict access to certain jobs or functions to maintain complete control over who sees what. Contact one of our product specialists if you need help setting this up.

What are the best videos for training my agency and clients on the product?

Our WorkflowMax TV section is the best place to become more familiar with your shiny, new WorkflowMax toy. Check out our “Using WorkflowMax” section for helpful step-by-step tutorials and training videos.

To learn how to set up your WorkflowMax account in under three minutes, watch this super helpful tutorial video. If your agency needs help setting up your account, contact one of our IT Setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.

Cybersecurity is a concern for my agency and my clients. With WorkflowMax, how secure is my data?

WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centers and infrastructure to ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centers in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate.

No one can get access to your files unless you let them. You set the level of user permission, and are able to control who is invited into your organization. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.

We want to change to project management software, but we need minimal disruption to our agency. How long does the setup process take?

Your WorkflowMax account can be set up in under three minutes (watch this super helpful tutorial video to learn how). However, for some, the time it takes to set up your WorkflowMax account depends on how you’re planning to use the system, the size of your company, and the complexity of your needs. Contact our awesome support team for a more accurate estimation.

If you need help setting up your account, contact one of our IT Setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.

Best see the software yourself:
Try it for FREE for 2 full weeks

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Get full access to our standard software in less than 2 minutes.
(And if after 2 weeks you need more time, just ask us.)

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