For sales teams
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.
Give the work a relational home
Start with connected tables. A shared name in two spreadsheets is not a relationship.
- 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.
Companies
AaName◎Owner↗Linked recordsContacts
AaName◎Owner↗Linked recordsDeals
AaName◎Owner↗Linked recordsDecide who sees what, before the first screen
Groups grant access per table, row, field and action. Every surface follows those rules.
- 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.
- 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 group can edit amounts.”
This is an app design example, not a ready-made template. gtable is a work in progress and not open yet. Explore the product or other use cases.