Your business is different. Build on that.
For agencies, consultancies, suppliers, and other businesses serving businesses. Shape a workspace around your customers and your way of working.
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FOR AGENCIES, CONSULTANCIES & SUPPLIERS
Make the handoff feel like a continuation.
Keep the people, promises, and next steps together from the first conversation through the delivery of your service.
- Build a pipeline around the service you deliver
- Connect decision makers and engagement details
- Turn an approved proposal into onboarding
Illustrative workspace · sample data
GrovanaClient relationshipsWORKSPACE
3 recordsEngagement pipeline
All engagementsOnboardingMy clients
| Client / engagement | Stage | Owner |
|---|---|---|
| Evergreen CollectiveBrand strategy engagement | In review | ALAlex Lee |
| Foundry PartnersOperations advisory | Proposal | JMJordan Morgan |
| Willow HouseClient onboarding | Discovery | SKSam Kim |
Client accountEvergreen Collective
Avery ChenManaging director
Connected contactKey contactsApproved scopeEngagement notes
A WORKFLOW TO BUILD TOWARDConnect the steps.
Connect the steps.
Keep the context.
Use the shared platform as a starting point for your own business tools. Industry configuration, AI access, and integrations are confirmed during planning.
- 01New business inquiry
- 02Prepare an account brief
- 03Review the proposed next step
- 04Start your delivery workflow
A STARTING POINT YOU CAN SHAPEYour industry is the beginning.
Your industry is the beginning.
Your business makes it yours.
Build on your package with the records, views, and workflows your team needs. Configure an AI agent for a specific job. Extend the platform with a custom interface or app as your process grows.
Explore custom tools and AIBUILD 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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