WorkflowMax
All-In-One Project & Job Management Software
Udviklet af - WFMAX Pty Ltd
Installeringer - 100+ installationer
Rangering - 1(1)
Krav
HubSpot-abonnement Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
WorkflowMax abonnement - Standard, Premium eller Advance planer
Oversigt
1/6 - Stay in control of your job management
Special EOFY offer - Sign up by 31 July 2025 and enjoy 6 months at 50% off (new customers only) - get in touch with us. WorkflowMax helps service-based businesses stay on top of jobs, time, clients, and billing - all in one place. No more juggling spreadsheets or switching between tools.
Track time, send invoices, manage leads and clients, and get real-time reports to see how things are going. Keep your documents organised, customise the platform to fit your workflow, and connect with HubSpot to automate tasks and stay close to your customers.
Whether you're trying to save time, stay organised, or just make your day easier, it gives you the tools to stay in control and focus on what matters most.
Funktioner
Sync HubSpot contacts to WorkflowMax
With the HubSpot integration, all your client information is synchronised between WorkflowMax and HubSpot. This seamless synchronisation provides a single, up-to-date view of your clients, promoting clarity and consistency across your entire organisation.
Bi-directional sync of company/client information
Thanks to the bi-directional sync, your records in both HubSpot and WorkflowMax are always up to date. You can choose between a one-way sync from HubSpot to WorkflowMax or a bi-directional sync that keeps everything consistent across both platforms.
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Automatic job creation
A job is generated in WorkflowMax automatically when a deal is marked as won in HubSpot. This feature simplifies the transition from sales to project management, saving your team valuable time and reducing the chance of errors. Your team can jump straight into project work, concentrating on delivering results without delays.
Appfunktionalitet
Delte data
Clients | ||
Clients and contacts | ||
Contact | ||
Integrations | ||
Job | ||
Jobs | ||
Staff Assigned |
Anmeldelser
- 22. okt 2025
Forfærdelig integration skaber massivt dobbeltmareridt - spar dig selv for hovedpinen og undgå denne katastrofe
WorkflowMax er generelt ret god og fungerer godt (med visse begrænsninger) for vores virksomhed. HubSpot er også generelt ret god. Men forbindelsen mellem de to var forfærdelig! Vi endte med masser af dubletter. Nogle var muligvis forståelige, hvor virksomhedsnavne var blevet tilføjet lidt forskelligt (f.eks. Joe Bloggs Limited v's Joe Bloggs Group Limited), men andre tilføjede en ny virksomhed, når de havde identiske navne! Så vi har nu masser af dubletter i WorkflowMax, som vi manuelt skal flette sammen igen, hvilket giver masser af ekstra tid og besvær. Vi indså ret hurtigt problemet og annullerede linket, men ikke før vi havde skabt en masse dubletter. Jeg ville virkelig ønske, at vi ikke havde prøvet dette link, og jeg vil advare alle andre om at tænke grundigt over, hvor meget ekstra arbejde man vil give sig selv!
Jeg er ikke sikker på, at vi faktisk så nogen i den korte tid, vi havde integrationen live.
Masser af duplikerede virksomheder og kontakter.
Cant, R.
Standard
25 US$
/månedEssential Tools for Every Task - The Perfect Start
Quoting
Client manager
Time sheets
Invoicing
Xero integration
Reporting
Mobile
Custom Fields
Purchase orders
Job costing
Document management
Job management
Standard
25 US$
/månedEssential Tools for Every Task - The Perfect Start
Quoting
Client manager
Time sheets
Invoicing
Xero integration
Reporting
Mobile
Custom Fields
Purchase orders
Job costing
Document management
Job management
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 06.07.2025
Flere oplysninger
Udviklet af - WFMAX Pty Ltd
Installeringer - 100+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder
