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WorkflowMax is an all-in-one project management tool that will transform your business.
Store documents against jobs for easy access and integrate with your favourite document management apps for even more capacity.
Business doesn't stop when you're out and about. The WorkflowMax app helps you manage your business from anywhere.
Powerful reporting insights let you know what type of project earns you the most money or whether you’re under-charging clients.
Never under-bill a client again! Track time against a job, then create invoices automatically from your timesheet data.
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 & pricingXero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Save hours by pulling information from receipts and invoices into WorkflowMax quickly and accurately.
Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.
Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.
Drag the slider to select the right option for your business
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
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.
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
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.
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.
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.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.
Invoice online in a few quick clicks with only basic information about the project.
Learn moreTemplates enable you to send professionally designed, branded, custom quotes.
Learn moreSave time by letting your employees enter how much time they spend on projects.
Learn moreOwned by Xero, WorkflowMax offers the best integration with Xero accounting.
Learn moreStore, manage and share documents on WorkflowMax.
Quickly and easily uncover inefficiencies and see where you can improve your business.
Learn moreHelpful information for business owners. Reach your full potential with WorkflowMax.
Read the guideThis guide is for forward-thinking businesses that understand the need for change.
Download eBookHelpful information for business owners. Reach your full potential with WorkflowMax.
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