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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

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Implementation options - coming soon
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WorkflowMAX academy
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FAQs
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Hubspot INTEGRATION

Integrate with HubSpot

Unlock the full potential of your business with the WorkflowMAX and HubSpot integration. This seamless connection keeps your teams aligned and boosts efficiency. Want in? Sign up for our beta program by sending us an email below.

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How WorkflowMAX works with HubSpot

Both of these two tools goes hand in hand to make your job and work more easier and better. Here’s how:

Unified customer data

With the HubSpot integration, all your client information is synchronised between WorkflowMAX and HubSpot. This seamless synchronisation provides a single, up-to-date view of your clients, promoting clarity and consistency across your entire organisation.

Lead manager

Bi-directional sync of company & contact information

Thanks to the bi-directional sync, your records in both HubSpot and WorkflowMAX are always up to date. You can choose between a one-way sync from HubSpot to WorkflowMax or a bi-directional sync that keeps everything consistent across both platforms.

Lead manager

Automatic job creation

With automatic job creation, a job is generated in WorkflowMAX automatically when a deal is marked as won in HubSpot. This feature simplifies the transition from sales to project management, saving your team valuable time and reducing the chance of errors. Your team can jump straight into project work, concentrating on delivering results without unnecessary delays.

Lead manager

Benefits you’ll love

Real-time data accuracy

Worried about having outdated or conflicting information? With real-time synchronisation between your CRM and project management systems, your team always has accurate and up-to-date data.

Streamlined workflows

Leverage your customer data from WorkflowMAX in your HubSpot workflows. When a deal is won in HubSpot, a job is created in WorkflowMax, and all the project information is pre-populated for your team. This means they’re ready to hit the ground running with project delivery, enhancing communication and coordination between sales and project delivery.

Lead manager

Perfect for...

Sales Teams

Streamline the handover from sales to project delivery with automated workflows that eliminate manual tasks, helping your team focus on closing deals.

Project Managers

Gain instant visibility into new projects with automatic job creation from HubSpot deals, ensuring your team is always informed and ready.

Businesses looking to scale

Enhance operational efficiency and collaboration with synchronized data, allowing your teams to make quick decisions and scale smoothly.

Lead manager

Get started with HubSpot and WorkflowMAX

Integrating HubSpot with WorkflowMAX transforms your customer relationship management and project management capabilities. This powerful integration provides your teams with the information they need, leading to improved productivity and better business outcomes. Maximise your efficiency and stay ahead in the competitive market with the seamless integration of WorkflowMAX and HubSpot.

Lead manager
WorkflowMAX has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations.

Michelle JV Rensberg

Nimacc Business Intelligence

Client Imageclient-img-mobile

Frequently asked questions

Why would a professional services firm use HubSpot alongside WorkflowMAX?

HubSpot excels at marketing automation, lead nurturing, and high-volume sales workflows. For firms with dedicated BD teams running multi-channel campaigns, HubSpot handles the top of the funnel while WorkflowMAX manages everything from job creation through to invoicing.

Is the HubSpot integration available on all WorkflowMAX plans?

Yes. The HubSpot integration is available across all WorkflowMAX plans. You'll need a HubSpot account separately.

How does the HubSpot integration work with WorkflowMAX?

The HubSpot integration syncs contacts bi-directionally and lets you create WorkflowMAX jobs directly from HubSpot deals. When a deal is won in HubSpot, client and job details flow into WorkflowMAX automatically eliminating manual re-entry.

Does the HubSpot integration sync contacts in both directions?

Yes. Contacts created or updated in either platform are reflected in the other. This keeps your CRM and job management systems consistent without manual data transfers.

Can I use the HubSpot integration alongside WorkflowMAX's Lead Manager?

Yes. Some firms use HubSpot for marketing-qualified leads and campaign management, then WorkflowMAX's Lead Manager for the sales-qualified pipeline and quote-to-job conversion. The integration connects both.

Can I automatically create a WorkflowMAX job when a HubSpot deal closes?

Yes. Configure the integration so that when a deal moves to 'Closed Won', a corresponding job is created with the client, contact, and deal details pre-populated. This bridges sales and delivery seamlessly.

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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