Onboarding, enrolment, shipments, repairs, case files - multi-stage work with the right fields, documents and approvals required before anything moves forward.
Some work isn't a sale. It's a file that moves through stages until it's done.
The check happens where it matters: before the case moves on.
The file belongs to the case, not to somebody's downloads folder.
A deal tracks a sale towards a value. A case tracks work towards completion - with required fields, documents and approvals at each stage. Many businesses use both.
You can, but you don't have to. Industry packages bring case types suited to your sector, and starter templates give you a working structure to adjust.
The modules teams usually reach for alongside this one, and the industries that lean on it hardest.
Build your workspace and start the same day. Setup takes less than ten minutes.
One subscription · Every module included · No feature gates