Manage projects from A to Z and make more money.

Do it all with WorkflowMax project management software - from quote to invoice and everything in between. Manage, track and report on every aspect of every job for a better view of your people, profit and performance.

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Grow your customers

Convert more leads and keep customer relationships strong and profitable. End-to-end client relationship management features alongside seamlessly integrated workflow tools, so you can focus on billable hours and client care, not on admin.

“To manage a lead through the CRM, and then drive that lead into a job, and to see the profitability and performance of it all the way through, is another reason why we chose WorkflowMax” Ryan Kagan - Director, BlueRock Digital
Lead Manager Track your leads, proposals and sales projections all in one place. Learn more
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Build better efficiency

Manage and quote more effectively with powerful integrated tools for job management, time tracking, task and staff allocation. Reduce admin, save time and money, free yourself to focus on high-value activities for business growth.

"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 we manage.” 7 Group - Auckland-based creative agency
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Job, task and staff management Manage all jobs, tasks and your team from one place. See what’s tracking to deadline and what is running behind. Learn more
Time tracking Track and report on every minute of every day with over 8 different ways for you to enter time. Learn more
Collaboration manager
Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Get paid your worth

Manage your cash flow, gain insights to improve quoting and time allocation, and streamline estimating and invoicing. Seamless tracking tools and accounting software integration ensures all time is billed and no payments slip through the cracks.

"Of all the systems that I’ve used over the years, WorkflowMax is the best at getting cash in the door.” Stuart Leo - Managing Director, Blirt
Work in progress
Work in progress manager Easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never get underpaid again. Learn more
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Invoicing Create, customise and send beautiful invoices, any way you want, all in a few simple clicks. Get paid faster. Learn more
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Xero integration Keep your job management and accounting software fully reconciled with the seamless flow of information in real-time. Learn more
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Reporting Build any report you want in seconds. Invoice, debtors, performance, time and more - get clear on what you're worth. Learn more

Drive profitability

Track and report on project and client profitability using business intelligence. Gain real time insights to make better business decisions, quote accurately, and assess and optimise job performance.

“With WorkflowMax you get a world-class ERP system for a fraction of the cost.” Carl Mullins Director, Entrion
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Purchase orders Manage your purchase orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
perfomrance reporting
Performance reports View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more

Customise the software to your needs

Don’t get railroaded into a project management software that can't flex to meet your needs. Discover just how powerful these customisable features are when applied to lead management, estimating, job management, invoicing and reporting.

"Thanks to Custom Fields, I set up 9 jobs in less than 10 minutes. Is there another system that allows that much that fast? I doubt it!" John Ffooks - Director, John W Ffooks & Co
custom print templates
Custom print templates Save time by creating your own professional looking branded custom print templates, for quoting, invoicing, job briefs and more. Learn more
Notifications Create your own unique notifications to keep track of job changes, tasks, capacity. Never miss a deadline again. Learn more
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Custom Fields Extract the powerful specialised data to run your business better using custom fields. Learn more

Trusted by 100,000+ happy customers worldwide

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Seamless integrations for better project management

Power up WorkflowMax’s project management prowess with over 30 software integrations available. From accounting to helpdesk tickets, document management, scheduling, reporting and CRM, we’ve got your entire business covered. Transform and streamline your version today.

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