INDUSTRY

Project management for creatives

WorkflowMAX is your all-in-one project management software that will transform your creative business. Get an up-to-date view of capacity and profitability from the office or on the go.

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Why WorkflowMAX works so well for the creative industry

Time is money when you run a creative agency.

Quoting

Create and send detailed, custom-branded quotes. Enjoy how your quote information flows to jobs and invoices seamlessly.

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Document management

Store every detail of a job online and access it from anywhere so you never lose important information again.

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Time tracking

Track time against a job, then create invoices automatically from your timesheet data. Never miss a minute of billable time again.

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Job, and staff management

Coordinate work with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place.

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Reporting and insights

Use powerful reporting insights to understand which project type earns you the most money or where you’re under-charging your clients.

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Xero and QuickBooks integration

Your supplier bills and sales invoices are pushed directly into Xero or QuickBooks, saving you time and eliminating double handling.

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Built for agencies that bill creative work, not creative invoices.

Quote retainers and projects, track every billable hour, and protect margins on the work that pays for the work you love.

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Invoiced

$10B+

USD In customer invoices sent through WorkflowMax annually

Tracked

80M+

Hours of billable time captured each year

Global

150

Countries where service businesses run on WorkflowMAX

Users

100,000+

Professional services staff managing their work

Real people. Real
expertise. Real support.

No more with cookie-cutter advice, our team has all worked hands-on with service businesses, understands their issues, and can offer honest, strategic advice.

- And when you decide to move forward?

You’re not left to figure it out alone.

Proven by the Pros

Join the community of experts scaling with WorkflowMAX.

Kavan Applegate

Director of Guymer Bailey Architects

"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."

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Amy Darvall

Founder of Holistic Nursing Solutions

"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."

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Luphus Oosthuizen

Director at Engenera

"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."

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Sarah No

Brand and Marketing Director of BlueRock Digital

"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly.  WorkflowMAX makes it really easy to do that."

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Steve Luxmoore

Director of Your HR System

"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture
on profit and understanding what our profit is."

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Why creative agencies prefer WorkflowMAX to generic project tools.

Built for professional services:

Generic PM tools require 10+ hours of setup to approximate what WorkflowMAX does natively – time tracking, quoting, and invoicing built around how agencies actually run jobs.

Integrated financials, not add-ons:

Competitor integrations require a paid add-on and don't support two-way Xero sync. WorkflowMAX connects your project data directly to your accounting without middleware.

Priced for agencies of 5–50:

Enterprise-grade job costing, WIP reporting, and margin visibility – all at a price point that makes sense before you're a 100-person shop.

Track time anywhere work happens:

Whether your team is at a client's office, on a shoot, or working remotely – mobile time tracking captures every billable minute against the right job.

Frequently asked questions

What kind of support is available if my agency needs help?

WorkflowMAX provides 24/7 support, you can access our Help Centre with step-by-step guides, raise a support ticket, or join live and on-demand webinars. The free WorkflowMAX Academy offers online training, and our Certified Implementation Partners provide premium, hands-on support worldwide. Find a partner near you.

Can WorkflowMAX scale as my agency grows?

Yes. WorkflowMAX is built to grow with you. Add new users easily as your team expands, with flexible pricing that scales based on your team size and plan.

Will I be able to access WorkflowMAX when I’m not in the office?

Yes. You can manage jobs, track time, and access documents from anywhere via native iOS and Android apps, or through any web browser on iPad or desktop. Learn more about mobile access.

Do I need a contract, or pay upfront?

It depends on your plan.

  • Standard and Premium: No setup fees or long-term contracts, you can cancel anytime.
  • Advanced: Billed annually upfront, providing the best value for growing teams that want full access to advanced features and support.

Is there a trial available so I can test it out with my agency workflows?

Yes, you can start a 14-day free trial to see how WorkflowMAX fits your agency’s way of working.

How will WorkflowMAX help me reduce admin overhead?

By automating quotes, timesheets, invoicing, and reporting and keeping everything in one place, WorkflowMAX cuts down on repetitive admin so your team can focus on creative delivery and client work.

Can I manage staff and projects together?

You can. Allocate work, monitor progress, and keep your team and clients aligned from one platform. Everyone knows what’s next  so you can deliver on time, on budget, and without last-minute surprises.

Is there an integration with accounting software?

Yes, WorkflowMAX integrates with Xero and QuickBooks so your invoices and purchase orders sync automatically saving hours of manual entry and reconciliation.

Does WorkflowMAX help me identify which types of projects are most profitable?

Yes. Reporting tools reveal which projects and clients deliver the best margins, and where  profit might be leaking. It’s insight that helps you price smarter and grow faster.

Are quotes customisable for my agency’s brand?

Absolutely. You can create detailed, custom-branded quotes and estimates that look and feel like your agency. All approved quotes automatically flow through to jobs and invoices with no double handling.

Can I manage documents and project details in one place?

Yes. All your project information lives in one central place. Store briefs, files, and feedback online, access them from anywhere, and make sure every detail is easy to find when you need it.

How does WorkflowMAX help creative agencies manage their time?

WorkflowMAX makes it easy to track time against every job and task, so nothing slips through the cracks. Capture every billable hour, turn timesheets into invoices automatically, and focus more on the creative work not chasing time entries.