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.
If you’re an architectural project manager or owner of a firm, this software will help you prioritise from quote to invoice and everything in between. You can manage, track and report on every aspect of every job for a better view of people, profit and performance.
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