Navigate your clients and prospects via the alphabetical index in the main screen.
Easily search for a client's name or business details.
Find what you’re looking for quickly with filters – use the dropdown or add your own filter.
CYMON ALLFREY, REGISTERED ARCHITECT / CHRISTCHURCH-BASED ARCHITECTURE PRACTICE
It’s easy - no credit cards, no contracts.
Never lose important client information again. Now it’s all stored in one, easy-to-access location.
Get client details right at your fingertips, even when you’re out on site.
Set up client types or groups to better organise your client list.
Save contact information as contextual links and easily get in touch directly from the app.
Use custom fields to save additional information. Delight clients by remembering their birthdays or coffee preference
Add value to your clients and stand out from competition by letting them login and see progress on projects!
Mitch Cooke, Director, Greengage / London-based consultancy
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 us through our support portal if you need help setting this up.
Before you import data into WorkflowMax, you need to prepare a suitable import file. You can find out more about how to do this in this handy 1:42 min video or contact one of our product specialists to help get set up.
Yes, you can store as many contacts as you like against a client!
WorkflowMax provides lots of ways to organise your clients better. Client types are used to specify payment terms or markup percentages. Simply give your client type a descriptive name like “Gold” “Platinum” or “Standard” (you can have as many types as needed!) define the terms and assign the client type to the relevant clients!