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Oceania, US West Coast & Asia Pacific
Australia · New Zealand · US West Coast · Western Canada · Singapore · India · Japan
Europe, US East Coast, Middle East & Africa
UK · Ireland · UAE · US East Coast · Eastern Canada · South Africa · Central & South America
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.
Get a clear, real-time view of your sales pipeline, weighted pipeline value , win/loss , and average lead age - updating as you drag leads through each stage so you can forecast confidently and win more profitable work.
Sales Pipeline is available on WorkflowMAX Pro and Advanced subscriptions or with the Lead Manager add-on. Start your 14-day free trial today.
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?
Pipeline for Lead Manager is built specifically for sales opportunities (leads). Job Manager Kanban is for delivery work (jobs). You can use both, depending on where your team is in the lifecycle.
Yes. You can create as many lead statuses as you need, and update them at any time.
Yes. Metrics update based on the filters you apply, helping you focus on specific pipelines, owners, or lead segments.
Sales Pipeline is an add on for legacy plans (Standard / Premium), and included for Pro and Advanced plans.
No credit-card required