Personalization
Save a filter as a view and pin it to the menu, choose the columns of every table, add your own fields and build your own dashboard blocks. Every team member gets the screen their job needs.
14-day free trial. No credit card required.
A filter saved and pinned to the menu.
The columns and the order you choose.
Your own data on customers and assets.
Your own numbers on the home page.
Views
Filter a table, save the filter as a view and pin it to the side menu, so opening it takes one click. You choose who can see each view.
Pinned views give each team member their own workflow: the picker the orders to pack, support the problem orders.
Columns and fields
Create column sets from the column menu of a table, choose the visible columns and drag them into the order you want. Add your own column or a custom field where your data needs one.
Custom fields work on customers, partners, deals and assets, for example a warranty end date for a machine.
Personalization
The picker, the buyer and the manager look at the same data through different views.
Custom fields, categories and statuses hold what is specific to your business.
Dashboard blocks show the figures you care about, and the AI can build one from a sentence.
Dashboard and lists
Add blocks to the home page, including custom blocks you describe in a sentence, such as the top 10 products of the period by revenue. A check compares the block with the home page figure.
Problem categories, ticket categories and customer statuses are yours to define, and you can choose the menu version you prefer.
More features
Six more things to make your own.
Save an AI answer as a block on your home page.
Design your own product and box labels.
Build pages from blocks, without code.
Edit the shop theme, with an instant preview.
Write and rewrite the messages your customers get.
Define your own actions and workflows for your team.
Before and after
Frequently asked
A table filter you save, optionally pin to the menu, and choose who may see it.
Yes. You create column sets from the column menu, choose the visible columns and set their order.
Yes. Custom fields are available on customers, partners, deals and assets.
Yes. You can describe a block in a sentence and add it to the home page.
Yes. Problem categories, ticket categories and customer statuses are configurable.
Yes. Product and box labels can be designed in the label editor.
Yes. Views can be personal or shared, as you choose.
In the free trial you filter a list, save it as a view and pin it to the menu.
Create a free account and set up your first saved view. Start the free trial.
14-day free trial. No credit card required.
