WFMCRM
Salesforce to WorkflowMax and Xero Practice Manager Connector
By BlirtIntegration
- Rating
- 2.5
- Reviews
- 2
- Pricing
- Paid
- From $99 per company per month
- Listed since
- 2016
About WFMCRM
Connect Salesforce to WorkflowMax or Xero Practice Manager
Built by Blirt in Australia, the app connects WorkflowMax to Salesforce. Now, you can quickly convert opportunities won from Salesforce into jobs within WorkflowMax and manage your entire sales and production process with a few clicks.
This is the easiest way to create a world class cloud platform for professional services.
Use Salesforce for CRM, Workflowmax for Quotes, Job Management and Invoicing.
WorkflowMax.com is owned by Xero and provides online job management, quoting and invoicing for professional service organisations. If you use Xero connected to WorkflowMax, adding WFMCRM provides an end-to-end solution from lead to sale to invoice.
Pricing is per company - connect 1 Salesforce Org to 1 Workflowmax.com Instance. No limit on users.
Pricing is $99 USD per Org per month or $1,089 per Org per year (Annual Subscription includes 1 x month Free)
30 Day trial period is included.
Highlights
- Upsert accounts/contacts/opportunities in Salesforce to clients/contacts/jobs in WorkflowMax or Xero Practice Manager - maintaining one global database of clients for easy relationship management.
- Manage customers through the Salesforce and then automate raising WorkflowMax jobs through your Salesforce opportunities.
- No more double entry of data and manage the push based upon the opportunity stage.
Screenshots
Image 1 of 2
Pricing
Paid, from $99 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| WFMCRM-MONTHLY99 | $99 per company | Monthly | 30 days |
| WFMCRM-PER-YEAR | $1,089 per company | Yearly | 30 days |
30 Day Free Trial Unlimited Users, 1 Salesforce CRM instance to 1 WorkflowMax or Xero Practice Manager instance Product Support included.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 8, 2016
- Languages
- English
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