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Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Client relationship management is easy in WorkflowMAX. All the tools you need for more productive and profitable relationships are right here.
And as for what's next? Even if GB-A were to double in size over the coming years, WorkflowMAX is built to scale right alongside them.
“When team members join us here at Guymer Bailey, it’s really quick for people to get on board with WorkflowMAX and understand initially the basic functions and then go across all the details that it allows us to achieve.”
Spend less time on admin work, more on valuable client work.
We moved back and the team actually loves using it—billing is faster and we can see margins live.
Principal, Surveying & Engineering Firm
Users worldwide trust WorkflowMAX to track and manage their jobs.
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Still have questions?
Yes. If you use Xero or QuickBooks, import your full contact database with a few clicks. Otherwise, prepare a simple CSV with your client and contact data and import in bulk. Either way, you don't need to manually create each client record.
Yes. Add as many contacts as needed per client organisation useful for firms working with different stakeholders across projects. Each contact can be linked individually to jobs and communications.
Client types let you group clients by payment terms, markup percentages, or service tier. Create types like 'Gold', 'Standard', or 'Retainer' and assign them to clients. This drives default billing behaviour and lets you report on revenue and profitability by client segment.
The Xero and QuickBooks integrations sync contacts bi-directionally, so updates made in either platform are reflected in the other. New clients created in WorkflowMAX flow to your accounting software, and changes sync back. This eliminates duplicate data entry and ensures client details are always consistent across both systems.
Yes. The client record surfaces all associated jobs, quotes, leads, invoices, contacts, and notes in a single view. This gives you a complete relationship history without navigating between different modules.
Engineering consultancies typically manage complex client relationships across multiple concurrent projects and disciplines. Client Manager organises every client with their contacts, job history, billing preferences, and payment terms all linked to your accounting platform for seamless invoicing. Combined with job templates for recurring engagement types, it turns client management into a structured, repeatable process.
No credit-card required