WorkflowMax, a Xero product

Overview

WorkflowMax is a cloud-based job and project management software owned by Xero. It helps businesses streamline workflows, track time, and manage projects efficiently. The platform is designed for freelancers, small teams, and agencies across various industries, offering mobile access through iOS and Android apps as well as web browsers.

Key features include lead and sales pipeline management, job and project organization, time tracking, cost and profitability management, invoicing, and reporting. WorkflowMax integrates seamlessly with Xero for financial operations, allowing for automatic reconciliation of payments and financial data. The software also supports integrations with QuickBooks, Zendesk, and Power BI for enhanced reporting capabilities. WorkflowMax offers tiered pricing plans and a 14-day free trial, making it accessible for businesses of all sizes focused on project-based work.

Basic Information

Contact Details

• Website: workflowmax.com
• LinkedIn: linkedin.com/company/workflowmax

Key Focus Areas & Initiatives

• Project management
• Job management
• Quoting
• Job costing
• Time sheets
• Purchase orders
• Invoicing
• Staff efficiency
• Profit reporting
• Business reporting
• Xero integration
• Productivity reporting
• Integrations
• Lead management
• Client management
• Staff scheduling
• Task management
• Customization
• Milestone tracking
• Instant notifications
• Mobile app
• Invoice creation
• Performance reporting
• Job state notifications
• Automation workflows
• Capacity planning
• Workflow automation
• Workflow customization
• Cloud storage integration
• Client-specific data
• Business consulting
• Custom fields
• Real-time analytics
• Project milestones
• Financial reporting
• Design
• B2B
• Multi-project management
• Management consulting services
• Cloud software
• Hubspot integration
• Automated email attachments
• Recurring jobs
• Software development
• Custom print templates
• Custom report fields
• Reporting and dashboards
• Business intelligence
• Profitability analysis
• Business insights
• Resource allocation
• Visual data representation
• Creative agencies
• Estimates and quotes
• Time tracking
• Customizable quotes
• SaaS
• Analytics
• Computer software

Technologies Used

• AI
• Android
• Circle
• DoubleClick
• DoubleClick Conversion
• Gainsight
• GitHub Hosting
• Google Dynamic Remarketing
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Hotjar
• Hubspot
• Linkedin Marketing Solutions
• Metamask
• Microsoft Office 365
• Mobile Friendly
• Outlook
• React Native
• Remote
• Render
• Reviews
• Route 53
• Slack
• Stripe
• WP Engine
• Webflow
• Zendesk