WorkflowMax is a project management solution that has been designed to take care of all your business management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management. As WorkFlowMax has been acquired by Xero, is has a seamless integration with Xero’s business software and systems, such as Xero Accounting software.
WorkflowMax has a powerful set of project management tools, which works well with companies from across various industries. It allows you to produce complex quotes and invoices in a matter of minutes and then deliver them electronically to your clients. WorkflowMax harnesses the power of the cloud, so you can be anywhere and still be able to manage your business. WorkflowMax has quality integration with more than 25 other systems, including Xero accounting; meaning all invoices created in WorkflowMax are seamlessly pushed into Xero.
Lead ManagerWorkflowMax gives managers a great way to track leads, proposals, and sales from an integrated pipeline. It uses a Sales Pipeline Management Dashboard that lets you view current leads either by category or by staff. The levels of data that can be gleaned from this tool shouldn’t be underestimated. With insightful tools like these, WorkflowMax lets you see exactly which employees are bringing the most new business into your company. Managers are able to track how well their sales teams are performing, and via integrated email conversations, they can also have a clearer insight into which leads are turning into sales.
Generating QuotesWorkflowMax has superior quoting tools that are customizable and have been designed to be formatted how you see fit. The templates can be customized to include your logo and the markup percentages can be altered to let you have better control. The quote can be populated with the lead’s details and designed using WorkflowMax’s tools. This information will then serve as a template for generating additional quotes in the future. If the quote is successful WorkflowMax can transform the data into a job, which can be time tracked.
Xero Integration Xero and WorkflowMax work seamlessly together. By creating sales invoices in WorkflowMax, you can easily push the data across to Xero. As the integration between the two is flawless, any payments in Xero are automatically synced with the corresponding invoice in WorkflowMax. This gives you a more accurate view of job productivity. Another really cool feature of WorkflowMax is the ability to send purchase orders and receipt supplier invoices. These are then accordingly pushed to Xero for payment. Because data transfers between the two systems automatically, it eliminates any double-handling, and will enable you to get an accurate view of your business from either WorkflowMax or Xero.