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A CRM shaped around your relationships.

Build a connected customer model with companies, contacts and deals, then choose who can read and edit each part of it.

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Give the work a relational home

Start with connected tables. A shared name in two spreadsheets is not a relationship.

DealsGroup by stageOwner is Sam Carter
Negotiation3$237,700
Orbit StudioSCSam Carter$126,500Nov 14
Bramble FoodsSCSam Carter$39,900Nov 19
Quarry SupplySCSam Carter$71,300Dec 1
Proposal2$100,000
Northwind TradingSCSam Carter$48,000Nov 21
Pine & PartnerSCSam Carter$52,000Nov 26

Companies

Store account details once and link contacts and opportunities to them.

Contacts

Keep a person's role and relationship to the account as structured data.

Opportunities

Track ownership, stage and value without copying company details.

Decide who sees what, before the first screen

User roles grant access per table, row, field and action. Every surface follows those rules.

DealsSales
CompanyStageOwnerAmountMargin
Northwind TradingProposalSCSam Carter$48,00032%
Orbit StudioNegotiationSCSam Carter$126,50041%
Halden & CoQualifiedPNPriya Nair$22,00028%
Kestrel FreightWonSCSam Carter$64,20036%
Lumen HealthProposalMDMarc Duval$91,00038%
Fjord AnalyticsQualifiedPNPriya Nair$17,80025%
Bramble FoodsNegotiationSCSam Carter$39,90030%
Atlas MobilityLostMDMarc Duval$55,00022%
Pine & PartnerProposalSCSam Carter$52,00034%
Meridian ApparelProposalPNPriya Nair$33,40029%
Quarry SupplyNegotiationSCSam Carter$71,30031%
Halcyon LabsQualifiedSCSam Carter$28,50037%
Tidewater HotelsQualifiedSCSam Carter$19,90027%
Vela RoboticsQualifiedMDMarc Duval$46,00033%
Who sees whatDeals
ARAna ReyesBuilder14 deals
SCSam CarterAccount manager8 deals
LOLena OrtizClient, Orbit Studio1 deal

Sam's rule

Owner is Sam CarterMargin hidden

Account owners

Use account assignment to scope the rows a representative can read.

Leadership

Grant broader visibility to defined roles rather than inventing a Runtime admin.

Editing

Decide separately who can change ownership, stage and commercial values.

Different jobs deserve different screens

The Data grid is the starting point. Interface ideas can be described to the assistant and built over the same authorized data.

My pipelineChange with Ask
Open pipeline$386,100
Closing this month4 deals
Won this quarter$64,200
Proposal2
Northwind Trading$48,000 · Nov 21
Pine & Partner$52,000 · Nov 26
Negotiation3
Orbit Studio$126,500 · Nov 14
Bramble Foods$39,900 · Nov 19
Quarry Supply$71,300 · Dec 1
Qualified2
Halcyon Labs$28,500 · Dec 4
Tidewater Hotels$19,900 · Dec 12

Pipeline

Group a deal view by stage, with filters that fit the sales process.

Account workspace

Bring related contacts and opportunities into one interface.

Connected assistant

Query authorized customer data from the in-app assistant or a compatible external client.

Try this as your app brief

"Build a CRM with Companies, Contacts and Opportunities. Link each opportunity to a company and an owner. Account owners see assigned accounts; leadership sees the full pipeline."

This is an app design example, not a ready-made template. Explore the product or other use cases.

Keep exploring

Project managementBuild a project app with related tasks and clients, so every view draws from the same work and respects the same access rules.Client portalsDesign a client portal on your actual project data, with row and field rules that define exactly what each invited client may see.InventoryModel items, suppliers and stock movements in an inventory app, then give each team a view suited to the work it handles.

Get access to Grid82

Start from this design, or from your own. Access opens from the waitlist.