Start with the work you want to do.
A good app starts with connected records and clear access rules. These designs, by team and by app, are starting points to build from with the assistant or your own agent.
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
By team
Sales teamsConnect companies, contacts and deals in a sales app where each person works on the records they are allowed to see.Operations teamsModel requests, owners and suppliers in one operations app, with access shaped around responsibility rather than another spreadsheet copy.AgenciesLink clients, projects and deliverables in an agency app that keeps each client inside their own work and each team on the same records.People teamsConnect roles, candidates and interviews in a hiring app where access is granted around the hiring work each person actually owns.
By app
CRMBuild a connected customer model with companies, contacts and deals, then choose who can read and edit each part of it.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 one of these designs, or from your own. Access opens from the waitlist.