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.
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.
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.
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.
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.
Find what you’re looking for quickly with filters - select an existing filter - or create your own custom filter.
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.
Never lose important client information again. Now it’s all 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 birthdays or coffee preference
Get client details right at your fingertips, even when you’re out on site.
Save contact information as contextual links and easily get in touch directly from the app.
Add value to your clients and stand out from competition by letting them login and see progress on projects!