Built around how you work.
Change any application or build a new one with fields, layouts, workflows and permissions. Save it and it is live, on desktop and phone.
Everything in App Builder and AI.
Four applications that shape the suite to your business. Open any of them to see how it works.
Your app, without a project.
Add fields, design layouts and views, and add buttons. Extend the records you have, or build a new app from scratch.
Fields and layouts
Shape each screen around the way your team works.
Your own data models
Extend customers and opportunities, or create your own.
Live when saved
Save the configuration and it is ready, on phone too.
Who sees what, down to the field.
Set permissions by role for every app and every field: who sees, who edits, and who sees nothing at all.
By role
Sales, customer care and finance each see their part.
By field
Hide margin and cost from those who do not need them.
Screens by team
Different layouts and views for different roles.
Rules that do the routine.
Rule-based workflows act on real business events: assign, remind, ask for approval and escalate.
Triggers and conditions
When this happens, and only if that is true.
Approvals
The right manager approves before work moves on.
Change any time
Adjust the logic without rebuilding anything.
A door for your customers.
Give customers a secure portal to review offers, follow orders, raise tickets and download documents.
Their own space
Customers see their own records and nothing else.
Offers and documents
Review, accept and download in one place.
Support requests
Raise a ticket and follow it to the end.
Built for the way you work.
Six more reasons teams shape the suite with App Builder.
Works with every app
What you build works with customers, opportunities and projects.
Bring your data
Import data, or connect another system.
Code when you need it
Developers add low-code scripts for advanced logic.
Ready on phone
Every app is responsive from the moment you save.
Prospera Intelligence
Assistants and agents that work within roles and permissions.
Grows with you
Change fields, screens and rules as the business changes.
Questions.
Do we need developers?
No. Fields, layouts, workflows and permissions are set up without code. Developers can add scripts when you need advanced logic.
Will our changes work with the rest of the suite?
Yes. What you change or build works with your customers, opportunities and projects.
How fast does a change go live?
When you save it. The app is ready on desktop and phone at once.
Can you build it for us?
Yes. We design and build your apps, rules and portals with you during setup.
Shape the suite to your business.
Book a demo and we will sketch your first app with you.