Project Management Software for Creatives

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.

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.

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.

We sure do! With the WorkflowMax iOS app, you can see your daily tasks at a glance, access client information, capture time, and manage job details effortlessly, all from a clever interface from your smartphone. Not on an iOS 9 compatible device? No problem! We have a mobile platform that works on your phone’s browser. Simply save m.workflowmax.com 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!

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.

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’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.

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.

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.

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.

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.

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.