“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, Account Manager7 Group / Auckland-based creative agency
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
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.
Group leads by category and get an overview of lead status, represented visually.
Track your business from month to month and see results that really matter.
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.
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.
No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.