广告

Workflow Max

WorkflowMax job management software(免费)

用户评分8

广告

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 Manager
WorkflowMax 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 Quotes
WorkflowMax 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.

Pricing
WorkflowMax uses a subscription pricing model with rates starting from $15.00/month for 1 User, with a Free Trial Available (No Credit Card required). For 5 Users the price point increases to US$49/month. For 10 Users US$99/month, and for 20 Users US$149/month. If your company required an unlimited number of users the price hits US$199/month. If you also require the Lead Manager (CRM) module, then you are looking at adding $15 extra per month on top of your rate. All plans come with numerous features including a Client Manager, Quoting/Estimating, Time Sheets, Xero Integration, Document Management, Job Management, Job Costing, Invoicing and Reporting.

Bottom Line
WorkflowMax is a solid, compact package; meaning you do not need to launch applications from multiple systems, thereby ensuring that you work faster, effectively, and efficiently. As a SaaS product, you can access WorkflowMax and all the data stored within it, easily, anytime and from anywhere. WorkflowMax’s real time data means you have utmost transparency and visibility. It is a powerful, fast, and accurate reporting tools, which means you can instantly gather reliable data, analyze it, and make intelligent plans of action.

标题;
Workflow Max Web Apps 版
要求:
  • Internet Explorer,
  • Chrome,
  • Opera,
  • Firefox
语言:
中文
适用语言:
  • 中文,
  • 英文,
  • 德文,
  • 法文,
  • 日文,
  • 波兰文,
  • 西班牙文,
  • 意大利文
许可证:
免费
添加日期:
Saturday, January 1st 2000
作者:
WorkflowMax job management software

https://www.xero.com

目前 Workflow Max 的 版尚无任何更新日志信息。有时候,发布者需要一些时间才能公布该信息,过几天再回来看看有无更新吧。

帮一下忙!

如果您有任何更新日志信息,希望与我们分享,我们非常乐意倾听!发送至联系页面联系我们吧。

广告