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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.
Never miss winning a customer again with WorkflowMAX's online lead management software. Track every step in your sales pipeline all from one place.
Users worldwide trust WorkflowMAX to track and manage their jobs.
WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.
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
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.
WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.
Still have questions?
Lead Manager gives you a pipeline view of every opportunity from initial enquiry through to won or lost. Each lead captures the contact, estimated value, source, and current status. Set up custom activities, follow-up reminders, and notifications so nothing falls through the cracks. When a lead converts, the client, quote, and job are linked together automatically.
Yes. Create a quote against a lead, and when the quote is accepted or the lead is marked as won, WorkflowMAX creates the job automatically with the lead, quote, client, and job all linked. This end-to-end flow means you have traceability from first enquiry through to invoicing useful for pipeline reporting and understanding conversion rates.
Yes. Configure custom lead activity reminders on a schedule, so you and your team are prompted to follow up at the right intervals. Lead templates let you apply a pre-defined pattern of follow-up activities to prospects that need a similar cadence, making the process repeatable.
Yes. The custom report builder includes lead and lead activity report types, so you can analyse pipeline value, conversion rates, lead sources, and sales activity across any time period. For firm owners and business development leads, this gives real visibility into future revenue without maintaining a separate CRM.
Yes. Use the WorkflowMAX Zapier integration to connect your website's lead capture form so that new enquiries create lead records automatically. Zapier supports thousands of form tools from Typeform to Gravity Forms so you can set this up without any development work. Every inbound enquiry enters your pipeline immediately.
Consulting firms often juggle multiple proposals across different clients and service lines simultaneously. Lead Manager centralises all opportunities with estimated values, expected close dates, and follow-up schedules so partners and BD staff can see the full pipeline in one place. Combined with quoting and job creation, it creates a single thread from prospect to profitable engagement.
For many professional services firms, yes. Lead Manager covers pipeline tracking, contact management, follow-up automation, and lead-to-job conversion. For firms needing deeper marketing automation or high-volume sales workflows, WorkflowMAX also integrates with HubSpot and connects to thousands of apps via Zapier.
No credit-card required