With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

Get the Guide on Moving from spreadsheets to software.

Get the guide

Want to join us? Become a partner. 

Become a partner

Online lead and sales management.

You’ll never miss winning a customer again with this online lead management software. Track every step of your leads, proposals and sales pipeline from one place.

Screenshot of WorkflowMax's Lead manager

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!

Four icons in circles depicting users, a pencil, a document, and a stack of coins

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.

Pie chart depicting sales, marketing, and creative sections

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 staff member, and see upcoming activities in the calendar.

Bar chart showing current leads by staff

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.

Dashboard showing recent leads

WorkflowMax pricing

Have a look at 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

Icon depicting a globe atop a laptop

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.

Icon depicting chart going up

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. It's easy to pick up where you left off.

Icon of xero logo

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.

Icon depicting an eye

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!

Icon depicting a coin

Reduce lead to customer time

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


Easily convert leads to jobs

Turn prospects into projects with just a few clicks. 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

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 in one place. Learn more
Group (1)
Quoting Send professionally branded, highly customised quotes in minutes. Learn more
Group (4)
Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
Group 272
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
Group (2)
Time tracking Track and report on every minute of every day, for every staff member throughout the year. Choose from six different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Learn more
Group (3)
Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
Group 272
Work in progress manager WIP manager lets you easily view and manage all of your un-invoiced work in progress on all of your jobs. Don't get underpaid again. Learn more
Group 272 (1)
Invoicing Create invoices any way you want and send them all in a few simple clicks. Control every aspect from how your invoices look to what information gets displayed. Learn more
Xero integration Link with Xero to instantly and automatically keep your job management and accounting data fully reconciled at all times. Learn more
Group 272 (2)
Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. Learn more
Group 256
Purchase orders Manage your purchase orders and accurately track actual costs against budgeted costs. Learn more
Group 274-1
Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
Group (4)
Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
Get started today
No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Start free trial