Skip to content
Product
DataInterfaceAskPermissionsStudioUsers and rolesMCP for your agentREST APIClaude Code
Agents
ClaudeChatGPTGeminiAll agents
Solutions
Sales teamsOperations teamsAgenciesPeople teamsCRMProject managementClient portalsInventoryAll solutions
BlogDocumentation
Join the waitlist

One delivery system. A different view for every client.

Link clients, projects and deliverables in an agency app that keeps each client inside their own work and each team on the same records.

Join the waitlistAll solutions

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

Clients

A client record is the anchor for ownership and project relationships.

Projects

Link scope, lead and dates to the client commissioning the work.

Deliverables

Connect each deliverable to its project, owner and review stage.

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

Delivery team

Grant consultants the projects they are assigned to.

Clients

Grant access only to records linked to their client identity.

Internal fields

Keep commercial margins and internal notes outside the client field mask.

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

Delivery board

An interface grouping deliverables by stage.

Client overview

A page showing the projects and deliverables the client may read.

Team Data view

A grid of assigned work with deadline and owner filters.

Try this as your app brief

"Create an agency delivery app with Clients, Projects and Deliverables. Each client sees its own work. Consultants see assigned projects. Clients cannot read internal notes or margins."

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

Keep exploring

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.People teamsConnect roles, candidates and interviews in a hiring app where access is granted around the hiring work each person actually owns.

Get access to Grid82

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