Nobody’s business looks like the CRM they bought.
Build your own pages, views and record pages.
- PageYou build it in the sidebar
- ViewIts own filters and sort
- LayoutSwitch it, lose nothing
- BlocksWhat draws the records
Sample workspace
The doc about the account lives next to the account.
Pages that organize your work and pages that open an editor, all in one sidebar.
Organize
Editors
| Company | Owner | Health | ARR | Renews |
|---|---|---|---|---|
| Acme Corp | Maya Chen | At risk | $62,000 | Oct 14 |
| Globex | Devin Park | Healthy | $41,500 | Oct 30 |
| Initech | Maya Chen | Healthy | $19,000 | Nov 6 |
| Umbrella | Sarah Lee | New | $12,000 | Nov 21 |
| Hooli | Devin Park | Healthy | $88,000 | Dec 2 |
Acme renewal plan
Renewal is Oct 14. Usage dipped in August, so we open with the rollout to their support team before we talk price.
Loop in @Sarah Lee for the seat count, and @Marcus Reid on the ticket backlog.
Next steps
Everyone gets their own slice of the same records.
- Database
One object’s records. Save your filters and share the view.
- Dashboard
Charts and stats. One filter bar can drive every block.
- Stack
Blocks down the page, one after another.
- Singleton
One block, filling the whole page.
- Document
A record’s notes as the whole view. On objects.
A table while you update it. A board at standup.
| Deal | Stage | Owner | Amount | Close |
|---|---|---|---|---|
| Halverson Group | Discovery | Dana | $9,800 | Oct 2 |
| Calder & Sons | Proposal | Ravi | $14,400 | Oct 6 |
| Northwind Trading | Proposal | Mei | $22,500 | Oct 9 |
| Vantage Labs | Negotiation | Dana | $37,000 | Oct 13 |
| Acme Industrial | Negotiation | Ravi | $48,000 | Oct 16 |
| Pinecrest Foods | Contract | Mei | $61,200 | Oct 22 |
Lay out the record page once. Every record gets it.
The account: its people and deals up front, with activity and lifecycle history.
Same views, different anchor. A view can live on a page you built, or on an object so it shows on every record.
Describe it. Stella drafts it.
Ask Stella, your AI teammate, for a view, an object or a whole workspace. Nothing is created until you say so.
You don’t need the schema to ask for a board.
Stella picks the object, grouping, filters and columns, then sketches the view. Drag a block, ask for a change, or throw it away.
Say what you track. Get the object.
Stella designs the properties, their types and the record page they sit on.
Your CRM opens with your business in it.
Say what you do. Stella drafts the objects, fields and pages as a blueprint you edit before you apply. It works on a workspace you already have, too.
Or skip the asking. Every create flow has three ways in:Describe itStart from a templateBuild it by hand
Work on it together. Share it with a link.
Clinic rollout plan
Go-live moves to the week of November 3, after front desk training.
Ask @Devin Park to confirm the seat count by Friday.
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Can training run remotely?
Everyone edits at once.Live cursors, comments and version history on docs, whiteboards and spreadsheets.
FormsEach answer lands as a record.
Booking pagesPeople book from your open times.
Lay it out the way you work.
Describe it, or build every piece by hand.
Join waitlist →Plans from $39 a seat a month, billed annually. See pricing
Can we confirm they still want 40 seats?