Customer Case Studies | WorkflowMax

Rock Kitchen Harris has transformed the way they work by creating an integration with WorkflowMax, Xero and Trello - truly giving themselves back one of the most important things - that's more, more time to spend on developing the team and their fantastic culture

BDO use WorkflowMax internally and understand the benefits so much so that they now are experts in implementation and migration. WorkflowMax gives them a deeper insight into their clients' businesses so they can be true cloud advisors.

Husband and wife team Lance and Rose Retter needed a system for managing clients. With WorkflowMax handling everything from quotes to leads and purchase orders, this dynamic duo are able to get on with the serious business of growing their IT company.

As sustainability consultants, the Greengage team wanted a workflow system that allowed them to have an environmentally-friendly, paperless office. Now their business is running efficiently and beautifully.

As a busy agency trying to keep pace in a technologically driven industry, Candyspace needed a job management system that could change and evolve with them. That's why they turned to WorkflowMax.

Industry▼
- All
- Creative Agencies
- Architects
- Building & Construction
- Business Consultants
- Engineers
- IT & Web Services

Country▼
- All Countries
- Australia
- New Zealand
- UK
- USA
- South Africa

BDO

"WorkflowMax has helped our clients improve project profitability and optimise job costing"

bdo

rkh-

“We’re always looking for efficiencies and WorkflowMax and Xero help us do that”

candyspace

"I've not come across another piece of cloud software that's so financially powerful."

Georgina Wilson

“I haven’t seen anything so good designed specifically for architects.”

cymon

“WorkflowMax has helped us achieve a 60% increase in our work capacity without any resource or cost addition.”

Jamie Burrows, CEO, Energy Solution Providers

Steelcraft

“When we grew rapidly, huge problems started cropping up. Luckily, WorkflowMax came along.”

steelcraft

three-rooms

“WorkflowMax is essential for us. Without it we probably won’t have our business.”

three-rooms

cymon

“I can ask WorkflowMax to do triple backflips and it will do it. I have access to accurate information”

cymon

digital-reality

"The great integration with Zendesk is really big for our industry."

digital-reality

greengage

“No more going through files of information to find what we need. Data is a lot more accessible.”

greengage

“With the staff report, the team are aware of how they’re tracking. Tapping into this information helps them drive their own performance.”

Joss Noble, Office Manager, Studio 106 Architect

Rotaret

“With WorkflowMax, everything is black and white for the customer.”

Rotaret

stilwell

“The whole WorkflowMax – Xero combination was a breath of fresh air.”

stilwell

conquest-solution

“From a workflow and an accounting standpoint, it could not be any better.”

conquest-solution

blirt

"Of all the systems I've used over the years, WorkflowMax is the best at getting that cash in the door."

blirt

Hydronumerics

"The ability to handle complex tasks with different charge-out rates is an invaluable feature."

Hydronumerics

SAConstruct

"Previously, estimating hours was like betting on a horse race, but now I have data to back me up."

SA-Construct

“Being able to plug in to the Xero ecosystem makes sense. Aas our business grows, new components can fit in.”

David Spear, CEO, Fraser Coast Opportunities

“We can offer our clients transparency, give them a login so they can see the status of the job. It's definitely a unique point-of-difference."

Peter J. Crook, Owner, 7 Group

“I used an excel spreadsheet to run my business. It was ridiculous and ineffective. Now I truly don't know how our business survived before WorkflowMax and Xero"

Marybeth Hall, CEO Brown Pelican Wifi

“It takes the pain out of office admin, scheduling is incredibly easy, so are quotes and invoicing. It saves us time and no payments slip through the cracks. If you're a creative agency then WorkflowMax is the way to go!"

Simon van Wyk, Producer at Studio Bolland, South Africa

“Very professional and effective implementation. This software ultimately saves us a lot of time and gives me real time visibility of my company’s financial statements!"

Mark Atkinson, Managing Director Magnetech, South Africa