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WorkflowMax Ultimate Guides

The Ultimate Guide to Client Management

You’re a small business owner, doing what you love. But a few months into launching your business, you’re struggling to find and retain clients.

This guide offers tangible tips to help you generate the right leads, onboard your clients, create a great relationships, get paid faster and build an irresistible loyalty programme. Written with practical insight, wisdom and the occasional glimmer of humour we hope you find it useful.

To your business success, The WorkflowMax team.

Click here to read now

FEATURES

  • Overview
  • Lead manager
  • Quotes
  • Time sheeting
  • Job tracking
  • Job costing
  • Custom fields
  • Collaboration manager
  • Document management
  • Mobile
  • Purchase orders
  • Invoicing
  • Reporting
  • Xero integration

USED BY

  • Creative agencies
  • Architects
  • Building & Construction
  • Business consultants
  • Engineers & Surveyors
  • IT services & consultants
  • Case studies

GETTING STARTED

  • Start a free trial
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  • Free video tutorials
  • Find an IT setup partner

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MORE

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GETTING STARTED

  • Start a free trial
  • Attend a free webinar
  • Find a IT setup partner

SUPPORT

  • Raise a support ticket
  • Knowledge base
  • Free video tutorials
  • Webinars & events

PARTNER WITH US

  • For IT setup partners
  • For Accountants & Bookkeepers

MORE

  • Developer API
  • Contact
  • Terms of use
  • Privacy policy
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