WorkflowMax Project Management Software
WorkflowMax is a solid piece of cloud software that supports project management for small to midsize businesses.
It’s reasonably priced and can be implemented quickly. Our business owners value real time access to project information.
Project Management Software for Businesses
Our clients using WorkflowMax are in key industries.
They are Architects, Land and Building Surveyors, Engineering and Fabrication, Branding and Creative Agencies and Consultants.
The WorkflowMax system is currently used by more than 10,000 businesses worldwide.
WorkflowMax Experience
We’ve put in WorkflowMax software for small to midsize businesses since 2011. We have implemented 50+ individual projects. Each system project includes setting system criteria, action plan development, customising the system, training, go live and support.
We Love Xero’s Involvement
Xero’s involvement is a big strategic confidence booster for us, and business owners. We know how sweetly our lives have been enhanced by their beautiful software. Seeing WorkflowMax and Xero work together to streamline business, is a good thing.
Yes, Speedy Implementation
A WorkflowMax implementation can be done in record speed comparative to other project management systems.
Our first installation for a client with 10 employees was done in less than one work week. With good prior planning, the implementation can be a breeze.
Highly Customisable
The WorkflowMax software is highly customisable on implementation which supports the majority of business process flows. We can tailor templates to your brand style. Once it’s up and running, you can access it anywhere there is an internet connection. And you can use it on a PC, laptop, tablet or smart phone.
End-to-End Process Flows
Your team can capture Leads and produce Estimates, Quotes and Proposals quicker than you currently have a tea break. Once work is awarded, it is just as simple to generate your Jobs and Projects, and then manage the components like Timesheets, Purchase Orders, Invoicing and Client Reporting.
Promotes Quick Learning
We have found the most attractive thing about the WorkflowMax software is most users can get their heads around it super quick. That’s a major benefit when you are looking at rolling a whole team of employees onto a new project management system. And the online support provided by the WorkflowMax ninjas is fantastic.
Getting Started with WorkflowMax
Got a business process problem?
We’ve found a robust and speedy WorkflowMax roll out involves two key activities:
1. Discovery
- Discuss your needs, wishes and determine system criteria.
- We do the research and recommend the next steps.
- You walk away with an action plan.
2. Implementation
- Sign up, customise and get the system ready.
- Training tailor-made for your team to help with effective use of the software.
- Handover, go live and get support.
We work face-to-face and virtually, and always start with a Discovery. Listen to Chris to learn more here.
If WorkflowMax sounds like a fit, book a Business Systems Discovery.
I can’t wait to integrate more of the power of WorkflowMax and plug-ins into our business, as we develop further. I can’t thank Lisa and the team enough for their service, expertise and patience over the past couple of years.
Clint Meldrum, Go Graphics
Our clients using WorkflowMax come from the following industries:
Jacqui Otago, Idler Engineering Services
Pippa Moodie, Aurenda
Alex Wyatt, The Land Division
Wayne Dufty, DNA Architects










