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WorkflowMax retiring

You might have seen that Xero is transferring the WorkflowMax brand over to BlueRock and retiring WorkflowMax on 26 June 2024.

Please be assured that there will be no change to the WorkflowMax x SuiteFiles integration before June 2024.

As more becomes clear about WorkflowMax by BlueRock, we’ll endeavor to put integration plans in place prior to June 2024.

SuiteFiles +

WorkflowMax Integration.

Spend less time managing projects
and more time progressing them with
WorkflowMax and SuiteFiles.

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Logo for WorkflowMax

Job management

Assign jobs to staff along with a list of to-dos and due dates. Receive notifications as important milestones approach and add filters to view upcoming deadlines

Lead Manager (CRM)

Track your leads, proposals and sales pipeline from a single place. Set reminders to check in with qualified leads and convert your most promising prospects into new customers.

Actionable Reporting

Make informed business decisions with in-depth timesheet reporting and build custom reports tailored to the needs of your business.

SuiteFiles WorkflowMax Integration

for cloud based project management

Automate your client set up

Creating a client folder in WorkflowMax gives you the option of auto-creating an equivalent folder in SuiteFiles including any key documents or files you need to get up and running.

Document generation

Keep your workflows lean by creating templates for generic documents then auto populating them with client names, addresses and more from WorkflowMax. You can also send your documents to clients for digital signing within SuiteFiles.

Link WorkflowMax API to the Office suite

Collaborate on live Word documents and Excel spreadsheets with colleagues & clients. Stay on top of your emails by saving client correspondence directly from Outlook into your folders for future reference.

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