Case Study: Trade Magazine Publisher achieves streamlined, user‑friendly CRM for contacts, events and ad sales with WORKetc

Feature-rich shouldn’t mean complicated, as this trade magazine publisher finds out

A US-based trade magazine publisher that also runs conferences and events was hampered by an antiquated, overly complex media-management system. With a large roster of subscribers, advertisers and contacts — and many staff members over 40 who struggled with the user experience — they needed a flexible, easy-to-use CRM to handle contacts, projects, events, email marketing and ad sales tracking.

They implemented WORK[etc], using its simple interface, powerful search/filters, contact ownership and permissions, tags and web forms, custom fields, built-in email marketing and templated project management for events. The result was automated lead capture and cleaner contact segmentation for targeted campaigns, faster event setup and unified workflows, and easier onboarding for less tech‑savvy staff so everyone can access the data they need.