Make the process fit the desk
Configure stages and forms around the information your team needs. Custom fields, saved views and role permissions help bring consistency to shared work while supporting different desks and responsibilities.
Connect repeatable steps
Build automations around supported record events, conditions and actions. Workflow stages describe progress; automations respond to events. Keeping those responsibilities clear helps teams understand why a record moved or a task ran.
- Configurable workflows and forms
- Custom fields and saved views
- Event-based automations
- Separate client and contractor experiences
Give each person the right view
Recruiters work in the agency workspace. Contractors and clients use their own portals for the records and actions available to them. Permissions and relationship checks determine access, keeping shared work focused on the relevant people.