Business Data lets you spin up custom trackers for records that don't fit CRM or Projects. But it's not a general database — it exists to complement the core engines, not replace them.
Use CRM for
- Companies you sell to
- Contacts at those companies
- Sales opportunities and pipeline
Use Projects for
- Time-bound delivery with milestones and completion
Use Work for
- Individual tasks with due dates
Use Business Data for
- Inventory items
- Vendors and suppliers
- Candidates and hiring pipelines
- Marketing campaigns
- Channel partners and resellers
- Company assets and equipment
- Certifications, licences and warranties
- Anything persistent and structured that doesn't fit above
How the Tracker Builder works
Describe what you want to track in a sentence. WorkSpace proposes a schema — you review, edit and approve. If the request duplicates CRM/Projects/Work/Goals it will politely redirect you.
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