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 made easy for business consultants.

WorkflowMax is an all-in-one project management tool that will transform your business.

business consultants

Why WorkflowMax works so well for business consultants

document-storage

Document management

Store documents against jobs for easy access and integrate with your favourite document management apps for even more capacity.

mobile-app-preview

Mobile

Business doesn't stop when you're out and about. The WorkflowMax app helps you manage your business from anywhere.

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Job costing

Powerful reporting insights let you know what type of project earns you the most money or whether you’re under-charging clients.

time7

Time tracking

Never under-bill a client again! Track time against a job, then create invoices automatically from your timesheet data.

feature xero_systems

Xero integration

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


WorkflowMax project management and time billing software for business consultants speeds up your admin process so you have more time to focus on your clients.

See plans & pricing
“To manage a lead through the CRM, and then drive that lead into a job, and to see the profitability and performance of it all the way through is another reason why we chose WorkflowMax.”
Ryan Kagan Director, BlueRock Digital
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Popular integrations used by business consultants

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.

Receipt Bank
Expense Tracking

Save hours by pulling information from receipts and invoices into WorkflowMax quickly and accurately.

Plan Right
STAFF SCHEDULING

Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.

Dropbox
Accounting

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

Drag the slider to select the right option for your business

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

Getting Ready for Project Management Change

This guide is for forward-thinking businesses that understand the need for change.

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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