All-in-one project management software


Partner email template for WorkflowMax pricing changes.


Hi [Your client's name],

WorkflowMax and [Your practice name] love working together to help your business thrive.

From leads to quotes, to time-tracking through to invoicing, WorkflowMax is the modern, efficient way to run your business and streamline your workflow.

WorkflowMax has been recognised by not only it’s subscribers for saving on average over 600 hours of time saved annually in a recent customer survey, but also by leading independent software review sites such as TrustRadius as the Top Rated Project Management Tool for businesses.

But they have reached a point where their prices no longer reflect the strength of WorkflowMax and how much it’s improved to support businesses globally. On 1 November 2016, they’re changing the pricing plans – read on to see why, and what it means for you.

WorkflowMax’s journey started nine years ago with a vision to help businesses save time and money by streamlining their workflow. Since then, they’ve released hundreds of product updates, both big and small to shape WorkflowMax into the powerful integrated platform it is today.

  • Major releases have focused on bringing a more integrated user experience including a refresh of the WorkflowMax user interface, a quick time entry widget, integration to Xero payroll in Australia, significant performance improvements to the global search function and migrating to a new web hosting platform (Amazon Web Services).
  • More recently, they’ve been focussing on enhancing popular and ‘most used’ features like Invoicing (released in July), and a refresh of the awesome Xero-WorkflowMax integration released this week. This will help our customers in further streamlining the invoicing process, which is key to getting paid faster and improving job profitability.  
  • To help you work more effectively on the go, mobile is a big focus for WorkflowMax. Earlier this year they released a brand new iOS app, and are committed to improving it based on your feedback with regular updates like retrospective and weekly time entry (already released), job filtering capability releasing later this month, and the ability to assign jobs to staff (coming soon). The first version of the Android app is also under development.
  • To make sure WorkflowMax subscribers have everything they need to manage their business at their fingertips, they currently integrate with over 30 other global software products, including Salesforce, Zendesk, Adobe, Dropbox, HubSpot, Xero.

However, to continue delivering value and to reflect the scale of its evolution and the advancements made, WorkflowMax is increasing its prices from 1 November 2016. Considering this, [your practice name] has decided to increase prices accordingly -

[insert details of your new pricing structure]

Want to know more? Please get in touch.

Thank you for your continued support,

[Your practice name]