WorkflowMax is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, it provides quote creation, timesheets, job costing, and other features integral to the project process. Once a project is started, WorkflowMax features tools to manage project execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online.

The solution also offers integration with third-party payroll systems. WorkflowMax’s job costing shows all expenses in a single space, including all invoices and costing information. Employee scheduling creates a way to view and assign all employee tasks. WorkflowMax features a sales dashboard that shows leads that are hot, warm, cold or closed so that businesses can keep an eye on their sales pipeline. The solution is available on a monthly subscription basis.

Why WorkflowMax?

  • Fast and accurate reporting, accessibility, and a wide range of built-in business tools. 
  • As a SaaS tool, you can access the CRM solution and all the stored data within anytime and anywhere quickly.
  • Its fast, powerful, and accurate reporting means business owners can immediately gather reliable business data, analyze them, and perform intelligent action plans.
  • SQL access to the WorkflowMax API. Use SQL Stored Procedures to perform actions like creating job estimates & quotes, uploading documents, and more