Zen and the Art of Workflow Management: WorkflowMax and Zendesk Have Joined Forces

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WorkflowMax – a Xero owned all-in-one job management software used by 5000+ service businesses – is now seamlessly integrated with the new Zendesk, offering businesses with a fully integrated helpdesk solution.

Zendesk + WorkflowMax + Xero = Match made in heaven for a national Retail & Restaurant IT services firm.

Today, WorkflowMax announced the release of its seamless integration with the new Zendesk. Now its software – which allows small businesses to create quotes, track time, manage jobs, send invoices and create detailed reports – will send and receive information automatically from Zendesk, a leading customer service/helpdesk software that forms an integral part of many service-focused businesses.

The Zendesk app allows you to record time directly against a job in WorkflowMax while you are solving a customer query within Zendesk. Gavin George, WorkflowMax’s co-founder explains, "With WorkflowMax as the conduit, you can effectively connect your customer service management software with your time billing and your accounting software (Xero) in one integrated platform all in the cloud. We think this is very,very cool."

With more than 40,000 customers around the globe, Zendesk is a world leader in the cloud software industry. Gavin is hoping that with the new integration, current Zendesk customers will quickly see the benefits of a fully integrated, end-to-end cloud business solution.

"That's the power of the cloud," says Gavin. "We're able to build a flexible product that can be used in a variety of industries, and partner with other firms like Zendesk to create solutions that offer world-class functionality to our clients. Everybody wins."

Many customers are already enjoying the new integration. "It allows us to answer customer inquiries via Zendesk, and then mark the amount of time spent for billing on the same page," adds Eric Catania from Digital Reality Inc, a US-based Apple Point of Sale expert who uses both Zendesk and WorkflowMax. "This billable time gets seamlessly transferred to WorkflowMax, where it becomes part of our client's project history and is billed out at the end of the month. The new version of the integration is even better, because it allows us to use a timer right on the ticket page in Zendesk and create projects on the fly, as needed."

"We've had an overwhelmingly positive response from IT companies all over the world," commented Gavin. "We're lucky to have such involved clients; they tell us what they need – in this case, a way to connect helpdesk tickets to WorkflowMax jobs – and we can find a way to solve the problem. We're all about trying to make managing jobs easier and more enjoyable."

Eric is definitely sold on cloud-based solutions. "Now, any of our contractors or employees can securely track customer issues and bill time from anywhere in the world. Zendesk + WorkflowMax + Xero = Match made in heaven for a national Retail & Restaurant IT services firm."

About WorkflowMax

With over 5000+ clients globally, WorkflowMax is a leading all-in-one workflow management software that makes it easy to capture leads, create quotes, manage jobs, track time, create purchase orders and invoices. The company’s seamless integration with Xero means all invoices created in WorkflowMax are seamlessly pushed into Xero – providing a total business solution for service businesses. See http://www.workflowmax.com

About Xero

Xero provides beautiful, easy to use online accounting software for small businesses and their advisors. The company now has over 280,000 customers in more than 100 countries around the world and is listed on the NZX and ASX. See http://www.xero.com

About Zendesk

Zendesk builds cloud software for better customer service, bringing companies and their customers closer together. With Zendesk, companies engage directly and openly with customers, building more meaningful customer relationships that last a lifetime. More than 40,000 customers use Zendesk to provide service to more than 300 million people worldwide. Founded in 2007 and based in San Francisco, Zendesk has offices in seven countries and funding from Charles River Ventures, Benchmark, GGV Capital, Index Ventures, Matrix Partners and Redpoint Ventures. Learn more at http://www.zendesk.com.

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Chirag Ahuja
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