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Don't force your data into a mold. Our fully-featured custom fields provide the flexibility to track any business-specific information you need.
Sales team records key data about sale in custom field directly on sales lead.
A new project is generated by projects team for the sale and the sales lead is linked to it.
Data from the sales custom field is available for the project team to review directly in the project.
A customer requests to have their enquiry directed to a manager for review.
Staff mark the ticket as escalated and it auto-populates onto managers task list.
Manager approves request and outlines next steps in custom field that only managers can edit.
Staff use custom fields to store a list of products a customer expressed interest in.
Marketing team runs report to see which dormant clients have recorded interests.
Email campaign is generated to offer a discount to clients on products they showed interest in.
An old in-house solution is migrated to WORKetc, however, some clients still require access to the legacy system.
Our open API is used to pass along information from the legacy system into WORKetc whenever a change is made on either side.
Legacy data is added to a custom field in WORKetc where it can be used for reports and standard processes.
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