Is WorkflowMax a CRM system?

Is WorkflowMax a CRM system?

WorkflowMax and Salesforce CRM Built by Blirt Labs in Australia, this integration connects WorkflowMax to Salesforce, the most powerful CRM software in the world. Now you can quickly convert opportunities won into jobs and manage your entire sales and production process with a few clicks.

What is WorkflowMax?

About WorkflowMax Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process.

Does WorkflowMax integrate with QuickBooks?

Software platforms like WorkflowMax and QuickBooks offer APIs which allow you to securely connect and access your information. By developing a custom integration for your business, you can automate your important processes and save valuable time and resources.

Does Hubdoc work with WorkflowMax?

Also would be a good to allocate to a purchase order in workflow max, saving hours of admin. Yes we 100% need Hubdoc to WFM integration.

Does WorkflowMax integrate with MYOB?

Software platforms like WorkflowMax and MYOB offer APIs which allow you to securely connect and access your information. By developing a custom integration for your business, you can automate your important processes and save valuable time and resources.

Is WorkflowMax part of Xero?

Owned by Xero, WorkflowMax offers the best integration with Xero accounting of any available app. Create an invoice in WorkflowMax and simply push that data through to Xero. Enter information into one system and it pops through on the other – automagically.

Who uses WorkflowMax?

WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software.

Is Hubdoc free for Xero users?

As a Xero accountant or bookkeeper partner, you’re eligible for a free Hubdoc account for your practice for life.

How do I link Xero and WorkflowMax?

To establish the connection between WorkflowMax and your Xero account:

1. In the Business menu, select Settings > Xero.
2. Connect to Xero.
3. Log into your Xero account (if prompted).
4. If you have more than one Xero account available, in the Organisation drop-down list, select the account you want to use.
5. Allow access.

How do I import clients from Xero to WorkflowMax?

To import contacts, customers or suppliers from Xero into WorkflowMax:

1. In the Business menu, select Settings > Xero.
2. On the Xero screen, select Import Contacts.
3. In the Import Contacts pane, select the type of contact you wish to import. The default (and recommended) option is Customers and Suppliers.
4. Import.

Does WorkflowMax have an app?

Get your job and project information anytime with the WorkflowMax apps for iOS and Android.