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
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
Frequently asked questions
Can I import clients into the WorkflowMax by BlueRock client manager or do I have to do it manually?
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.
Can I store multiple contacts for a client?
Yes, you can store as many contacts as you like against a client.
What is a 'client type'?
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.
Can I report on my leads?
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.
What’s new in client manager?
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.