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A pipeline your team can work in. Access you can explain.

Connect companies, contacts and deals in a sales app where each person works on the records they are allowed to see.

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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

A shared account record links contacts, deals and account ownership.

Contacts

Link each contact to a company, with role and communication details.

Deals

Track owner, stage and amount on a deal linked to its company.

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

Representatives

Grant each representative access to their owned deals, using the ownership field as a row rule.

Managers

Grant the relevant team's deals rather than relying on a filter inside a dashboard.

Sensitive fields

Decide separately who can read and edit commercial amounts.

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

Daily pipeline

A filtered Data view of active deals, grouped by stage.

Account overview

An interface that brings the company's contacts and deals together.

Agent questions

Ask about overdue follow-ups through a connection with the same authorized records.

Try this as your app brief

"Create a sales app with Companies, Contacts and Deals. Reps see their own deals. Managers see their team's. Only the commercial role can edit amounts."

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

Keep exploring

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.

Get access to Grid82

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