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Optimise your client management.

Client relationship management in WorkflowMax is easy. Enjoy all the tools you need in one place to create more productive and more profitable client relationships.

Screenshot of WorkflowMax's Client Management

All your client information in one place

A place to store unique client information

Use WorkflowMax to record, retain and report on detailed customer data. Store and track information on the customer notes or documents tab, or use custom fields to store unique client information.

Screenshot of a client tab

Find client contact details fast

Quickly find a client’s number, email or address and contact them directly from within the app. Add as many contacts as you like to the client record. Use custom fields to store unique contact information.

Screenshot of client detail fields

Global client and contact search

Easily search for a client or contact using our global search feature. Just start typing in any part of a clients’ or contacts’ name and select from the resulting picklist. Easy.

Screenshot of searching for a client

Create custom fields for your clients

Store any custom information you like against any client, or any contact person. What’s their birthday? Their Skype handle? Dog’s name? Favourite sports team? Locate any client or Contact. Fast.

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See a filtered view of client information

Find what you’re looking for quickly with filters - select an existing filter - or create your own custom filter.

Screenshot showing client filtering

Our pricing

Check out the 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.

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6 reasons you'll love WorkflowMax client manager


Never lose important info

Never lose important client information again. Now it’s all stored in one, easy-to-access location.


Better organise clients

Set up client types or groups to better organise your client list.

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Store custom information

Use custom fields to save additional information. Delight clients by remembering their birthdays or coffee preference

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Access wherever you are

Get client details right at your fingertips, even when you’re out on site.

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Contact directly

Save contact information as contextual links and easily get in touch directly from the app.

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Collaborate and build trust

Add value to your clients and stand out from competition by letting them login and see progress on projects!

“It’s incredibly empowering to have everything at my fingertips even when I’m out on site.”
Cymon Allfrey Architect, Christchurch

Got questions? We have answers!

Great question! Yes - you can set WorkflowMax to allow clients to log in and see the progress of their jobs. Plus, this is a fantastic way to add value to your clients and stand out from the competition.
If you have a Xero account, you can import the entire contact database from Xero with a few clicks of the mouse button.   Otherwise, simply prepare a spreadsheet populated with your client and contact data in the prescribed format, and import in bulk.
Yes, you can store as many contacts as you like against a client!
WorkflowMax provides lots of ways to organise your clients better. Client types are used to specify payment terms or markup percentages. Simply give your client type a descriptive name like “Gold” “Platinum” or “Standard” (you can have as many types as needed!) define the terms and assign the client type to the relevant clients!

Additional Features

Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
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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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
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Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
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Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
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Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
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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
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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