Ensure maximum profitability as you take clients from leads through to project completion.

Access the information you need when and where you need it with detailed reports at your finger tips.
With excellent flexibility, WorkflowMax is great for all manor of professional services, from creative agencies, architects and consultants through to surveyors, construction teams, accountants and IT services.

Project Management, Anywhere

Keep on top of your tasks, see who in your team is doing what and when by setting milestones you can monitor in the dashboard.

Access your projects anywhere, anytime. Give your team access in the field or on the move, recording time and progress as it happens.

TIME & COST TRACKING

Make sure jobs come in on budget and identify strengths & weaknesses in your quoting to maximise your profitablity on future projects.

Quoting, Invoicing and Purchase Orders

Create personalised invoices and automated delivery processes to improve cash flow as projects progress. Use templates for quick quotes and keep a history of each client interaction.

Assign job costs to specific projects to keep track of expenses and outgoings for more acurate invoicing.

DOCUMENT MANAGEMENT

Log all your documents in one place, assigning files to individuals clients or staff members, sharing project developments with you team to improve communication.

A creative agency in Stafford recently investigated project management solutions and were quoted over £16k for the implementation of Synergist. Following a consultation and system review, they selected WorkflowMax with an implementation cost of just £2700.

Stephen Key, Managing Director
Edson Evers Public Relations Limited
http://www.edsonevers.com

What impact has WorkflowMax had on your business processes?
It is helping to streamline processes, makes information sharing easier across the agency and is helping us to estimate projects more quickly, with greater accuracy, which is better for client service.

We analysed a number of dedicated "agency management systems" before adopting Workflow Max through BlueHub. Many of them are legacy systems rather than cloud based and the pricing models/licenses were complicated. We are confident that Workflow Max will deliver over 80% of the benefits at 20% of the cost. With BlueHub's support we anticipate making further improvements by integrating with Xero accounting software and transitioning from Sage, in due course.

Get WorkflowMax in your business

WorkflowMax Live Demo

Find out how WorkflowMax works, what you can do with it and how to improve your processes to gain maximum efficiencies. This is suitable for those that have never used the program and new users who have not fully set up their system.