Use WorkflowMax to record, retain and report on detailed customer data. Store and track details on the 'Notes' or 'Documents' tabs, or use custom fields to store unique client information.
Quickly find a client’s number, email or address and contact them directly from within WorkflowMax. And add as many contacts as you like to the client record.
Easily search for a client or contact using the global search feature. Just start typing in any part of a client's or contact's name and select from the resulting list. Easy.
Store any custom information you like against any client or contact person. Add their birthday. Their video call link. Their pet's name. Preferred time to talk. Whatever data you like to create a stronger relationship.
Filters help you find information quickly. You can select from existing filters or create your own.
We've got a range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs.
Now all your important client information is stored in one easy-to-access location.
Set up client types or groups to better organise your client list.
Use custom fields to save additional information. Delight clients by remembering their birthday or coffee preference.
Get client details right at your fingertips, even when you’re out of your office.
Save contact information as contextual links and easily get in touch directly from within WorkflowMax.
Work more closely with clients and stand out from the competition by letting them log in and see project progress.