Acquire & retain more clients

lead manager

Lead Manager

Track your leads, proposals and sales performance all in one place.

lead manager

Quoting

Templates enable you to send custom branded, professional quotes in minutes.

lead manager

Client Manager

Stay organised by having all relevant information about your clients.

Reduce administration, save time & money

lead manager

Job Management

Easily see how your jobs are progressing against quotes.

lead manager

Time Sheets

Save time by letting your employees enter how much time they spend on projects

lead manager

Mobile

Track time, view jobs and contact clients on the go, from anywhere.

Stay organised & on-top of your business

lead manager

Job Costing

Understand your profitability and learn whether you need to raise rates.

lead manager

Purchase Orders

Manage your outgoings and track purchase orders against job costing.

lead manager

Document Management

Store, manage and share documents through world-class third party apps.

Get paid faster & scale

lead manager

Invoicing

Invoice online in a few quick clicks with only basic information about the project.

lead manager

Xero Integration

Owned by Xero, WorkflowMax offers the best integration with Xero accounting.

lead manager

Reporting

Quickly and easily uncover inefficiencies and see where you can improve your business.

Customise the software to your needs

lead manager

Custom Fields

Store additional information to create a powerful, customised database.

lead manager

Collaboration Manager

Work together effortlessly with clients, staff and contractors.

add ons

30+ Add-ons

WorkflowMax integrates with more products than any other job management application.