Streamline Client Management | WorkflowMax by BlueRock

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Centralised client information

Get an at-a-glance look at any client, any time

Access client records, contact details, communication history, and project-related information

Efficiently manage and update client information in real time

Easy contact retrieval

Effortlessly find contact details within WorkflowMax by BlueRock and reduce the need to search through various platforms

Add multiple contacts to a single client record so all relevant individuals are easily accessible

Enjoy the convenience of initiating communication with clients directly from the platform

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Global search functionality

Perform lightning-fast client and contact searches by typing a few letters of their name

Improve productivity with instant access to client information without navigating through multiple menus

Locate client records even in large databases

Customisable client data

Tailor client profiles to your specific business needs, storing unique information such as birthdays, preferences or special requests

Create a more personalised and engaging client service experience by leveraging stored custom data

Strengthen client relationships by demonstrating your attention to detail and commitment to meeting their individual needs

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“It’s incredibly empowering to have everything at my fingertips even when I’m out on site. Connecting with my clients is a breeze."

Nicole Elvy Director, Equation

If you have a Xero account, you can import your entire contact database from Xero with a few clicks. Otherwise, simply prepare a spreadsheet with your client and contact data in the prescribed format and import in bulk.

Yes, you can store as many contacts as you like against a client.

WorkflowMax by BlueRock gives you many ways to organise your clients better. Client types are used to specify payment terms or markup percentages. Simply give your client type a descriptive name like Gold, Platinum, Standard, or whatever you like, define the terms, and assign the type to your client.

Yes you can. You can build your own lead and lead activity reports in the WorkflowMax by BlueRock report builder so that you can gain immediate insight into all your future business opportunities.

Apart from the fresh new interface, you'll notice better and faster search capability and you can now add more than one contact to a client/organisation.