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.

No credit card required.

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
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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 WorkflowMax

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.

Creative

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.

Freelancer

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.

Xero

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

Hubspot

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


We need construction project management software that will enable us to coordinate project details with builders, electricians, plumbers, designers, quantity surveyors, and other professionals. How does WorkflowMax help us to collaborate?

The advantage of having your construction project software in the cloud is that you can share real-time data with contractors, on site teams, and stakeholders that need it most.

Your contractors can log in from any location on earth and track their time against the jobs assigned to them. Run different reports to learn about how your whole team is performing, and get an instant look at any job in real time.

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.


We want to change to construction project software, but we need minimal disruption to our current project management process. How long does the setup process for WorkflowMax 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.


As a construction project manager for a busy firm, I’m always out on site or visiting with clients or subcontractors. Do you have a mobile app?

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.

For more information, visit the mobile job management section on our website!


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

There sure is. You can set WorkflowMax to allow clients to log in and see the progress of their jobs. The client will only see their own jobs – they won’t have access to the rest of your account, so everything stays secure. This is a fantastic way to add value to your clients and stand out from your competition. Contact one of our product specialists if you need help setting this up.


My team needs something that can record the time we spend on different 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 construction 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 produce a ton of hi res images, CAD files and technical specs for our clients. We’d love to be able to use WorkflowMax as a construction document management system to store and share them. 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 can be pushed into Box, Dropbox or Drive, giving you access to additional storage and features to meet your construction document management requirements.


Our construction company bills using progress invoices/fixed fee/estimates time & costs/a unique mixture of all of these. Will WorkflowMax be able to send accurate invoices to our clients?

You’re in luck! If you have complex invoicing needs, WorkflowMax is the construction project manager software for you. From simple invoices giving basic information about a project, to detailed drilldowns, progress payments, multi-job invoices, and percentage of quoted value – WorkflowMax can do the lot. If you can name it, we can help your architecture firm invoice for it.

Check out the invoicing options for more details on just what WorkflowMax can do.


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

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

You can 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 construction firm?

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 construction, electrical and fabrication firms 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.


Excellent. I’ve implemented your construction project management software. Now, what are the best videos for training my team and clients?

We have some great tools in place to help your whole team learn to get the most out of WorkflowMax.  One of the best resources to help staff get to grips with their new construction project software are our Self-Paced Education Courses.

Our WorkflowMax TV section is another great 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 firm 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.

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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