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WorkflowMax. All-in-one project management software

WorkflowMax is a job and task management platform that helps organisations manage their projects more effectively. It’s an all-in-one platform that works well on its own but its real power lies in how well it plays with others. Waypoint have been implementing WorkflowMax for many years, with clients all over the world in a variety of industries.

Get Clients

WorkflowMax has three core features that help you grow your business. Client manager gives you a single page few of your client, Lead Manager is their CRM module and Quoting lets you produce great looking proposals.

Save Time

WorkflowMax helps you be more efficient, save time and ultimately money, thanks to two core modules. Job Management lets you track tasks and milestones while Time Tracking helps employees create accurate timesheets.

Get Paid

WorkflowMax helps you keep on top of your invoicing, credit control and financial reporting. Getting paid is critical to every business and the Job Costing module makes sure your quotes are accurate and, above all, profitable.

Easily manage your projects with WorkflowMax

Project management made easy.

WorkflowMax is a job and task management platform that helps organisations manage their projects more effectively. It’s an all-in-one platform that works well on its own but its real power lies in how well it plays with others. It integrates with a host of other cloud based systems including Xero, HubSpot and Salesforce.

Other WorkflowMax Features

Simpli bult to help you manage your entire business.

CRM & Client Database

The shared client database gives you a synchronized and intelligent platform to see client work in real time.

Team Scheduling

Decide when to begin new projects based on your team’s future workload projections and who can help when scope changes.

Timesheet Report

Get clarity on your team’s effectiveness and have an overview of the work that was performed.

Email Tracking

Two-way, native sync with Google Apps, Office365, and Exchange.

Services

Ticket tracking with automated timers and capture on emails.

Invoicing & Payments

Bi-directional accounting sync with Xero, Quickbooks and Sassu.

Sales

Run your sales process, track opportunities and send quotes for projects.

Projects

Full project management with Gantt chart planning, as well as real-time budget tracking and collaboration

Retainers

Easily manage ongoing projects or service contracts for your clients with auto billing and notfications

Their success on our project started with listening carefully to what we wanted to achieve and offering a range of solutions.
Brendan Rowse

Manager AFI Branding Melbourne, VIC, Australia

Let Us Help You Grow

Let Us Help You Grow

Our Customers, Our Success

Tijana Desancic

Marketing Manager, Core Metrics, Melbourne, VIC, Australia

No matter the issue big or small, the team are quick to respond and sort out our problem without any confusion, which leaves us happy and back up and running in no time.

Dan Kent

Consultant,Best Self Coaching, Ashland, Oregon, USA

Their competence is remarkable, their care is golden, and the value received by contracting their services was worth every penny. I would not hesitate to recommend them to anyone.

Why Waypoint loves WorkflowMax

We’ve worked on a lot of WorkflowMax projects over the years and it’s a platform that’s consistently improved. It won’t come as a great surprise that, being part of the Xero family means it integrates seamlessly with it. That integration is really highlighted by the range of reporting options available out of the box.

The feature set is rich, as is the list of tools it integrates with which makes WorkflowMax a great choice for organisations looking for a simple way to manage their projects.

OMG these guys are amazing & I would highly recommend We Are Waypoint! Their quick response to sort out any issue, no matter how big or small is outstanding. They never make you feel foolish & always put you at ease as they will find a solution. They totally know their stuff. As our business grows, I know that we will be calling on their expertise again
Sal Blain

Manager Ag Spray Centre Goondiwindi, QLD, Australia

Let Us Help You Grow

Our first Call (approx 30-45 mins) will go through your broad requirements, what you do as a company, and how we can hopefully help.