Online lead and sales management.

You’ll never miss winning a customer again with this online lead management software. Track your leads, proposals and sales pipeline from one place. Nurture your prospects into clients and then to dollars in the bank.

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View all your sales projections at a glance

Convert leads into profits with a fully integrated process

From lead to job to invoice, to dollars in the bank. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks. Then reconcile with your accounting software and review your profits!

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Forecast leads with clarity

Create customised lead categories to forecast lead conversion likelihood and projected dollar value. A superbly useful tool for managing cash flow and capacity planning.

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See all your team’s sales activities in real-time

Keep on top of your team activities that drive new business development. View all overdue activities, filter all activities by a staff member, and see upcoming activities in the calendar.

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Don't waste time chasing website leads

Sync leads from your website straight into WorkflowMax using the API. When a customer submits an enquiry on your site, the information flows straight into your lead management dashboard.

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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.
View pricing

Grow your business with WorkflowMax lead and sales management software

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Easy online lead management

Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.

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All in one place

Send quotes, notes, emails and attachments directly to the lead profile so you can access all the information in one place. Easy to pick up where you left off.

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Lead templates save time

Use lead templates for prospects that require a similar pattern of follow up, with pre-determined activities that will make the process faster.

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View a snapshot of lead status

Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!

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Reduce lead to customer time

Spend time on your most qualified leads. Set notifications and never forget to follow up with a hot prospect!

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Easily convert leads to jobs

In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.

“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
 
 

Got questions? We have answers!

Yes, you can. You can link your Website page to WorkflowMax using our public API.
Yes, you can.  You can set up custom lead activity reminders so that you need never forget to follow up ever again.
Yes, you can.  And even better, when you ‘win’ that lead, or mark your quote as having been ‘accepted’ by the client, a job will automatically be created,  and the lead, the quote, the client and the job will all be linked together.
Yes, you can.  You can build your own Lead and Lead Activity reports in our Report Builder so that you can gain immediate insight into all your future business opportunities.

Additional Features

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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
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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
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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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