SALESFORCE-NATIVE, START TO FINISH

Everything Your Creative Team Needs.

One Login

All Inside Salesforce. No second system, no separate login, no syncing between tools.

The Traffic Manager Agent. Tell it what you need in plain language, and it takes action — creating jobs, reassigning tasks, pulling up what's due.

Native File Review and Annotation. Open a file, mark it up, and approve it, without ever leaving Salesforce.

Comprehensive Data Capture. Campaigns, jobs, schedules, files, reviews, costs, timesheets, and approvals, all on one connected record.

Features That Power Your Team.

And this is just the start. With the power of the Salesforce platform and over 25 years of experience, we can customize JobSuite workflows to meet your needs.

Traffic Manager Agent

Project Input

Manage project requests & creative briefs from clients. We can customize this workflow to fit your process or you can use ours.

Time Tracking

More than just timesheets, custom notifications can identify early red flags or suboptimal staff utilization.

File Reviews

No download, no outside app — just native Salesforce. Open a file, mark it up, and approve it without leaving the platform.

Custom Fields

We won’t ever limit what you can keep track of in JobSuite. If it’s not there, we can create it—or you can.

Security

Your custom application is hosted on the Salesforce platform, where your data is backed by Salesforce's enterprise-grade security.

Everything In One Place

Team, schedule, files, timesheets, invoices — everything a Job needs lives on one connected record, not scattered across calendars and spreadsheets.

Bulk Actions

Huge projects are no problem. Assign 100 tasks at once if you need, or create 100 jobs at once.

Custom Dashboards

Build custom reports and dashboards to monitor your metrics, not ours.

SALESFORCE-NATIVE, more than a task list

A Job Is More Than a Task on a Calendar

Generic project management tools are essentially tasks on a calendar. The task is the project. They then add a limited number of descriptive fields. But the structure is not what creative teams require to capture a complex workload.

JobSuite tracks the entire Campaign, every Job underneath it, and everything that Job actually needs, all connected to one record.

BUILT ON SALESFORCE AGENTFORCE

Ask The Traffic Manager Agent For Help. Don't Click 10 Times To Update

The Traffic Manager Agent handles the busywork in plain language — creating jobs, reassigning tasks, pulling up what's due this week. It's not a chatbot bolted onto the side of the app. It's how the app works.

More importantly, we can customize the Agent to help your team with your specific challenges.

LET'S TALK ABOUT YOUR WORKFLOW

Curious How This Would Work for Your Team?

Request a demo and we'll walk through how JobSuite by TrackIt handles the way your team actually works — no generic script, no assumptions about your workflow.