Manage projects from A to Z and make more money.

Do it all with WorkflowMax project management software - from quote to invoice and everything in between. Manage, track and report on every aspect of every job for a better view of your people, profit and performance.

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Grow your customers

Convert more leads and keep customer relationships strong. Client relationship management features and integrated workflow tools will help you focus on billable hours, not on admin.

“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
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Lead Manager Track your leads, proposals and sales projections all in one place. Learn more
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Client Manager Manage your client relationships and information from one dashboard. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Connect with other apps to store, manage and share documents in WorkflowMax. Learn more
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Build better efficiency

Reduce admin, save time and money to free yourself to focus on high-value activities for business growth. Quote more effectively with powerful tools for job management, time tracking, task and staff allocation.

"As an account manager, I love the transparency and visibility of time tracking in WorkflowMax. If I assign 4 hours to a job and it was completed in 2, then I can easily see that within the system – it’s great to have that visibility across all the jobs we manage.” 7 Group - Auckland-based creative agency
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Job, task and staff management Never miss a deadline, manage all jobs, tasks and people from one place. Learn more
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Time tracking Track and report on every minute with over 8 different ways to enter time. Learn more
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Collaboration manager Track time, view jobs and contacts, record your time on the go, from anywhere. 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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Get paid your worth

Manage your cash flow, gain insights to improve quoting and time allocation, and streamline estimating and invoicing. Don’t let payments slip through the cracks.

"Of all the systems that I’ve used over the years, WorkflowMax is the best at getting cash in the door.” Stuart Leo - Managing Director, Blirt
Work in progress
Work in progress manager Easily manage all of your un-invoiced WIP and never get underpaid again. Learn more
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Invoicing Send beautifully designed invoices all in a few clicks and get paid faster. Learn more
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Xero integration Keep your job management and accounting software fully reconciled in real-time. Learn more
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Reporting Get clear on what you're worth, build any report you want in seconds. Learn more
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Drive profitability

Track and report on project profitability using business intelligence. Gain real time insights to make better business decisions, quote accurately and optimise job performance.

“With WorkflowMax you get a world-class ERP system for a fraction of the cost.” Carl Mullins Director, Entrion
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Purchase orders Manage 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 sure you’re charging enough. Learn more
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Performance reports View your most profitable employees and which services make you the most money. Learn more
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Customise the software to your needs

Don’t get railroaded into a project management software that can't flex to meet your needs. Discover just how powerful these customisable features are when applied to your whole workflow.

"Thanks to Custom Fields, I set up 9 jobs in less than 10 minutes. Is there another system that allows that much that fast? I doubt it!" John Ffooks - Director, John W Ffooks & Co
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Custom print templates Save time and create your own professional looking branded custom print templates. Learn more
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Notifications Create your own unique job notifications and never miss a deadline again. Learn more
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Custom Fields Extract the powerful specialised data to run your business better using custom fields. Learn more

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Seamless integrations for better project management

Power up WorkflowMax’s project management prowess with over 30 software integrations available. From accounting to helpdesk tickets, document management, scheduling, reporting and CRM, we’ve got your entire business covered. Transform and streamline your version today.

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