About WorkflowMax

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

★★★★★
★★★★★
Submitted on August 29th, 2019 by Ryan Kagan from BlueRock Digital

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

★★★★★
★★★★★
Submitted on August 29th, 2019 by a WorkflowMax user from 7 Group

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.