WorkflowMax is a project management solution that allows businesses to track time, schedule, invoice, and more. Seamless integration with Xero, Dropbox, Salesforce, and other solutions allows you to manage your entire business from accounting to CRM.
Video Overview
Features
Project and Job Management Tools
- Task Management
- Time Tracking
- Staff Allocation
Cash Flow Management
- WIP Manager
- Invoicing
- Xero Integration
- Reporting
Profitability Management
- Purchase Order Management
- Job Costing and Profitability Reports
- Performance Reports
CRM Features
- Lead Manager
- Client Manager
- Quoting
- Document Management
Customizable Features
- Custom Print Templates
- Notifications
- Custom Fields
Target Markets
- Creative Agencies
- IT Services
- Building and Construction
- Engineers and Surveyors
- Architects
- Business Consultants
Pricing
| Plan | Price |
|---|---|
| Standard | $20/Month |
| Premium | $70/Month |
Above pricing is for 1 user. Pricing scales up with additional users.
An integrated CRM lead management module is available at an additional $15/month.
Product Overview
User Reviews of WorkflowMax
Write a Review
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
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.
