See all your client details in one place

workflowmax navagitation bar image

Navigation bar

Click on the different tabs within a client to see all the details associated with them. All the information is in one place for easy access.

workflowmax info image

Additional information

Use the notes tab to enter extra information against clients.

contact details image

Contact details

Quickly find out a client’s number, email or address and contact them directly from within the app.

custom fields image

Custom fields

Store any custom information you like against a client, from payment terms to birthdays.

Simplified time tracking

client icon

A-Z of clients

Navigate your clients and prospects via the alphabetical index in the main screen.

search icon

Search bar

Easily search for a client's name or business details.

filter icon

See a filtered view

Find what you’re looking for quickly with filters – use the dropdown or add your own filter.

quote

“It’s incredibly empowering to have everything at my fingertips even when I’m out on site.”

CYMON ALLFREY, REGISTERED ARCHITECT / CHRISTCHURCH-BASED ARCHITECTURE PRACTICE

It’s easy - no credit cards, no contracts.

6 Reasons you’ll love WorkflowMax Client Manager

manage from one place icon

Everything in one place

Never lose important client information again. Now it’s all stored in one, easy-to-access location.

travel icon

Access wherever you are

Get client details right at your fingertips, even when you’re out on site.

folder icon

Organise and group

Set up client types or groups to better organise your client list.

mobile icon

Contact directly

Save contact information as contextual links and easily get in touch directly from the app.

thumbs up icon

Store custom information

Use custom fields to save additional information. Delight clients by remembering their birthdays or coffee preference

mobile friendly

Collaborate and build trust

Add value to your clients and stand out from competition by letting them login and see progress on projects!

Mitch Cooke image

"Some of our consultants spend quite a lot of their time in summer on site, doing surveys, so we need a system that we can access remotely rather than coming back to the physical PC to log on – both for doing project related but also for tracking time."

Mitch Cooke, Director, Greengage / London-based consultancy

Got questions? We have answers

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

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 one of our product specialists if you need help setting this up.

Can I import clients into WorkflowMax or do I have to do it manually?

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.

Can I store multiple contacts for a client?

Yes, you can store as many contacts as you like against a client!

What is a client type?

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!

People interested in client manager also looked at

lead manager

Lead Manager

Track your leads, proposals and sales performance all in one place.

Learn more
lead manager

All Features

WorkflowMax offers you a complete, cloud based solution to manage projects and jobs

Learn more
lead manager

Quoting

Templates enable you to send professionally designed, branded, custom quotes.

Learn more