Case Study: North Carolina-Based Marketing Agency achieves streamlined support, clutter-free calendars and unified project visibility with WORKetc

North Carolina-based marketing agency - Customer Case Study

This North Carolina–based marketing agency handles large, months-long projects as an outsourced marketing arm for select clients. Their existing project management system was inflexible and cluttered calendars by indiscriminately syncing events, and they had no automated way to track support emails—relying instead on staff to manually compile lists—so they needed a simpler, web-based CRM.

WORK[etc] provides selective Google Calendar sync and automatic milestone event creation, a support-specific email that generates tracked tickets attached to customer records (plus a client portal), and an Activity Stream that consolidates all project data with powerful search and filters. The result is a single, searchable database that removes manual tracking, tidies scheduling, and keeps the team continuously up to date on support issues, milestones, and project activity.