Integrated Lead Management

Workflowmax

Turn your leads into jobs with a few simple clicks

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Leads

Enter all the details into the lead management software.
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Job

Mark your lead as ‘won’ and flip your quote or estimate to be a job template. Assign your staff, add in your schedule and close your sales loop.
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Invoice

When the job is finished, generate an invoice and get paid quickly.
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How workflowMax helps our customers

“As an account manager, I love the transparency and visibility of time tracking in WorkflowMax. If I assign 4 hours to a job and it was completed in 2, then I can easily see that within the system – it’s great to have that visibility across all the jobs I’m managing.”

Aaron Jacobsen
Aaron Jacobsen, Account Manager
7 Group / Auckland-based creative agency

Pricing Plans

Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.

Optional upgrades

Track staff performance

Find out who is bringing in the most business. Add specific lead activities to certain staff members and ensure these are ticked off when completed.

View leads by category

Group leads by category and get an overview of lead status, represented visually.

Recurring Invoices

Track your business from month to month and see results that really matter.

Capture precious lead information in one place

Enter as many details as possible on the client and nature of work. See a history of lead activity – so if the lead needs to be picked up by another staff member, or in a few weeks time, it’s easy to tell exactly what activity has taken place.

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

Reasons you’ll love lead management in WorkflowMax

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Stay on top of all your jobs

View all your organisation’s jobs, filter different views of your jobs, see staff allocation, and important milestones and dates all from one place.
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Track time against estimated

See how many hours a job is taking compared to the estimate, and avoid nasty cost overruns.
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Easy job setup!

All you need to create a new job is the client, the job name, and the job state.
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Clever reporting

Understand deadlines, job status and staff allocation at a glance.
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Plan ahead with job scheduling

Get an overview of who’s working on what so you can forecast better.
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Never miss another deadline

Stay on top of important dates or view the calendar to see upcoming deadlines.

Get started today

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.

Got questions? We have answers

Generally businesses within specific industry types tend to invoice in a similar fashion but it depends very much on the type of work you do. For example, if you’re a creative agency, you might invoice when the job is complete, based on a quoted price. If you have much longer term work engagements you might use work in progress (WIP) billing processes, where all time and costs worked in a period are captured and bundled up as a progress invoice. The great thing is that WorkflowMax is flexible enough to cater for the varying nature of invoicing within your industry vertical

You sure can! WorkflowMax lets you customise your invoice. Use Custom Templates to create beautiful invoices that reflect your brand.

It sure is. You can create multiple progress invoices when you need to invoice a client for ongoing work on a job.

Yes it sure can! If you have created a quote for the project, you can issue a progress invoice as a percentage of the quoted value as you go. Keep track of your uninvoiced 'Work-In-Progress' (WIP) from the financial tab of the job or under Business and “Work in Progress”. !

Currently – if you’ve chosen to integrate your WorkflowMax account with Xero – you can set up recurring invoices in Xero and import this manually into recurring jobs in WorkflowMax. If you upgrade to Workflowmax Premium, as long as the references matchup, invoices can automatically flow back from Xero to the respective jobs. For more information contact one of our product specialists and they’ll be happy to help!