Put the right work in view.
Choose fields, filters, table columns, board stages, dashboards, and record layouts. Give an account manager a review queue and a delivery team a view of its next actions.
Your process. Your screens. Your own apps.
Build the tools your business actually needs. Shape your data, workspace, workflows, and AI through settings and visual builders. Add bespoke interfaces and logic with the SDK—all on the same Grovana foundation.
MAKE YOUR BUSINESS THE STARTING POINTYour language.
Your language.
Your relationships.
Your data model.
Accounts and contacts are a starting point. Add the sites, assets, agreements, engagements, or other records your business works with.
Define the fields you need and connect the records that belong together. An agreement can relate to an account, an asset to a service location, and a project to the people responsible for it.
Build the screens and processes around that model so your team can work in terms that make sense to them.
View full screen CUSTOMIZE HOW WORK GETS DONE
Give each team its own way to work.
Go from the information you collect to the screens people use and the actions that move work forward.
Build your process into the tool.
Connect record triggers, conditions, assignments, and actions in the visual builder. Add code steps for logic that is specific to your business.
Teach AI your way of working.
Give skills and agents your instructions, selected models, permitted tools, and record context. Shape account briefs, discovery, and draft follow-up around your process.
BUILD ON THE PLATFORMYour own app.
Your own app.
A foundation you can share.
Use the developer SDK to bring custom records, screens, business logic, and AI together in one application. Give it a place in the workspace and package the pieces for installation.
Your app can work with existing customer records and the platform’s permission model. Define who can see and do what, then build the experience around the job.
- Custom interfaces
- Build purpose-made screens and record actions with React components, alongside configured views and layouts.
- Server-side logic
- Run business rules and connect external services through functions, APIs, and webhooks.
- Packaged applications
- Bring objects, relations, views, navigation, logic, and AI capabilities together as an installable app.
- Shared records and permissions
- Connect your app to the workspace’s data and define access for the app and the people using it.
WHAT COULD YOU BUILD?Start with a real job.
Start with a real job.
Make the app your own.
A clear path from yes to ready.
Connect the customer, approved scope, milestones, owners, and checklist. Build a handoff screen that brings the team’s next actions together.
Make it yours: your onboarding stages, required information, review steps, and handoff rules.
Know what belongs where.
Connect accounts, locations, assets, and service agreements. Build a useful view of what a customer has and the conversations that follow.
Make it yours: your asset types, service fields, account views, and review process.
Give every renewal a next step.
Bring agreement dates, account owners, opportunities, and review notes together. Configure follow-up workflows and AI preparation for the account team.
Make it yours: your review cadence, pipeline stages, assignment rules, and AI instructions.
Examples of apps you can configure or build. Scope, AI setup, custom development, and integrations are confirmed during planning.
GOOD QUESTIONS
Room to build. Clarity to begin.
What can we customize?
Create objects, fields, and relationships for your data. Configure tables, boards, dashboards, record layouts, roles, and workflows. Give AI skills and agents your own instructions and permitted tools. Use the SDK for custom interfaces, server-side logic, and packaged applications.
Do we need developers for every change?
Many data-model, view, layout, and workflow changes use workspace settings and visual builders. Your team can start there. Bespoke interfaces, complex business logic, and new integrations use the developer SDK and APIs.
Can we build a full business app on Grovana?
Yes. An app can combine its own records, relationships, views, navigation, custom interfaces, server-side logic, and AI capabilities. Package those pieces together with the SDK and install them in a compatible workspace. Development and setup depend on the app you need.
How do our apps work with the rest of the workspace?
Apps can extend existing records or add their own, connect them through relationships, and use the platform’s APIs and permission model. Define access for the app and its users so the tool works with the records each person is allowed to use.
Are the example apps ready-made packages?
The onboarding hub, asset and service app, and renewal workspace shown here are examples of what you can configure or build. We confirm the available starting points, configuration, development, and integrations for your project.
Can we keep our existing operational systems?
Yes. Define which system owns each record, then connect the surrounding workflow with supported apps, APIs, or webhooks. Integration scope depends on provider access and validation. Accounting, dispatch, and other specialist operations can stay in their existing systems.
BUILD AROUND YOUR BUSINESSYour process.
Your process.
Your next app.
Bring the workflow you want to shape or the app you wish existed. Let’s build it on Grovana.
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