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Scalable plans to suit you and your business

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

Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.

All in one place

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.

Lead templates save time

Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.

View a snapshot of lead status

Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!

Reduce lead to customer time

Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!

Easily convert leads to jobs

In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.


Additional cost:


Industries using WorkflowMax

The move to WorkflowMax and Xero means that account managers know a job is finished, they can bill it out straight away. It has really, really helped with our cashflow situation."

Ian Moore Rock Kitchen Harris Learn more

“We needed a better system for managing clients. WorkflowMax handles everything from leads to quotes to purchase orders, saving us time to get on with the serious business of growing our IT company”

Lance and Ross Retter Conquest Solutions Learn more

“We love its scalability. It has got so much scope and you want a system that is going to grow with you.”

Landscape Designers Sticks and Stones Learn more

“WorkflowMax is the most awesome, fantastic, best bit of software we’ve used. We’ve saved over 20 admin hours a week implementing this system”

Trevor Hughes Asset Management Engineers Learn more

“WorkflowMax allows me to go back to doing what I love - being an architect, not an administrator.”

Cymon Allfrey Allfrey&South Learn more

“Xero and WorkflowMax have enabled us to take our business to the next level and that’s why we regularly recommend it to our clients.”

Katherine O’Carroll BDO Learn more

Frequently asked questions

  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management
Because we don’t require any credit card or other payment information, you don’t have to cancel anything should you choose to not continue using WorkflowMax. You can test the software completely risk-free.
You can upgrade to the paid subscription plan here after you login to your account.
A 'User' is anyone (staff, manager, administrator, employee) who either 1) needs to log in to the application to administer it, and/or 2) anyone who needs to have their time recorded against tasks which are assigned to them, regardless of whether they or someone else logs that time.
No. We do not charge any set-up fees and with our free trial you can try out WorkflowMax completely risk-free without any upfront costs.
Yes. If the number of users you have increases, click here to upgrade to a bigger plan quickly. If the number of users on your account decreases, contact us through our support portal and we will adjust your subscription accordingly.
No. We don’t believe customers should be locked into using WorkflowMax when it doesn’t suit their needs. Instead of paying thousands of dollars on implementing a new system, you pay per month as you go. And if WorkflowMax doesn’t work out for you then you can cancel at any time.
We accept credit or debit card payments via Visa or Mastercard.

The Premium plan includes all the features of standard plus 4 additional features:

  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import

Learn more about WorkflowMax Premium

Although we'll be sad to see you go, you can cancel your subscription at any time, without any cancellation fees. If you do decide to cancel, you will never be charged again and will only be responsible for charges incurred up until the end of the current billing period. If you try WorkflowMax but decide it's not right for your business, we delete your trial account after 90 days.
If you're a service business or if you bill based on time, then WorkflowMax is likely right for you. Our customers include creative agencies, architects, engineering firms, builders, construction firms, fabricators, consultants, IT companies and many other professional services businesses and freelancers. WorkflowMax is ideal for companies with one to over one hundred staff. Take a look at our case studies for more information on the types of companies who love WorkflowMax and how they use the software in their business.
You sure can. WorkflowMax enables you to import data from a range of products, including customer or product lists, and product files from merchants. You can even import data from spreadsheets or other unspecified systems.
Of course. You can export data such as custom reports, clients, jobs, contacts, costs, etc. or export all your data to XML.
The short answer: Yes. You, of course. The longer answer: WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centres and infrastructure. These ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centres in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate. No one can get access to your files unless you let them. You set the level of user permission and control who is invited into your organisation. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.
Being a Xero-owned product, we work awesomely together. Additionally, we also play nice with MYOB and other accounting packages, with more integrations being developed every year. You can find more about WorkflowMax-compatible products on our Add-Ons page.
We sure can. We’ve got hundreds of video tutorials, a self-paced training course and free webinars in to get you up and running quickly. If you still have questions, contact us through our support portal to speak to our super helpful product specialists anytime. As part of your subscription, you have access to unlimited online help and our online support team. For more extensive help with implementing WorkflowMax in your business and customizing it to your needs, you can also contact one of our IT setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.
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No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
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