Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
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.
Helpful information for business owners. Reach your full potential with WorkflowMax.Read the guide
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Streamline job management from end to end so you can save time, improve your processes, and produce better resultsDownload checklist