Acquire & retain more clients

lead manager

Lead Manager

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

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lead manager

Quoting

Templates enable you to send custom branded, professional quotes in minutes.

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lead manager

Client Manager

Stay organised by having all relevant information about your clients.

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Reduce administration, save time & money

lead manager

Job Management

Easily see how your jobs are progressing against quotes.

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lead manager

Time Sheets

Save time by letting your employees enter how much time they spend on projects

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lead manager

Mobile

Track time, view jobs and contact clients on the go, from anywhere.

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Stay organised & on-top of your business

lead manager

Job Costing

Uunderstand your profitability and learn whether you need to raise rates.

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lead manager

Purchase Orders

Manage your outgoings and track purchase orders against job costing.

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lead manager

Document Management

Store, manage and share documents through world-class third party apps.

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Get paid faster & scale

lead manager

Invoicing

Invoice online in a few quick clicks with only basic information about the project.

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lead manager

Xero Integration

Owned by Xero, WorkflowMax offers the best integration with Xero accounting.

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lead manager

Reporting

Quickly and easily uncover inefficiencies and see where you can improve your business.

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Customise the software to your needs

lead manager

Custom Fields

Store additional information to create a powerful, customised database.

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lead manager

Collaboration Manager

Work together effortlessly with clients, staff and contractors.

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add ons

30+ Add-ons

WorkflowMax integrates with more products than any other job management application.

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