Yes. If you use Xero or QuickBooks, import your full contact database with a few clicks. Otherwise, prepare a simple CSV with your client and contact data and import in bulk. Either way, you don't need to manually create each client record.

Yes. Add as many contacts as needed per client organisation useful for firms working with different stakeholders across projects. Each contact can be linked individually to jobs and communications.

Client types let you group clients by payment terms, markup percentages, or service tier. Create types like 'Gold', 'Standard', or 'Retainer' and assign them to clients. This drives default billing behaviour and lets you report on revenue and profitability by client segment.

The Xero and QuickBooks integrations sync contacts bi-directionally, so updates made in either platform are reflected in the other. New clients created in WorkflowMAX flow to your accounting software, and changes sync back. This eliminates duplicate data entry and ensures client details are always consistent across both systems.

Yes. The client record surfaces all associated jobs, quotes, leads, invoices, contacts, and notes in a single view. This gives you a complete relationship history without navigating between different modules.

Engineering consultancies typically manage complex client relationships across multiple concurrent projects and disciplines. Client Manager organises every client with their contacts, job history, billing preferences, and payment terms all linked to your accounting platform for seamless invoicing. Combined with job templates for recurring engagement types, it turns client management into a structured, repeatable process.