The Premium plan includes all the features of standard plus 4 additional features:
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.
“As an account manager, I love the transparency and visibility of time tracking in WorkflowMax. If I assign 4 hours to a job and it was completed in 2, then I can easily see that within the system – it’s great to have that visibility across all the jobs I’m managing.”Aaron Jacobsen, Account Manager7 Group / Auckland-based creative agency