Pages is Processo's visual builder. Drag widgets onto a canvas, bind them to your live data, add filters and drill-down — then publish a polished internal app, an executive dashboard, or a report to exactly the people who should see it. No front-end code, no deploys.
| Account | Owner | Value | Stage |
|---|---|---|---|
| Northwind Traders | M. Reyes | $128k | Won |
| Acme Robotics | S. Cho | $96k | Negotiation |
| Vertex Health | M. Lima | $74k | On hold |
Every page starts blank and ends however you need it. Compose forms and tables into operational apps, layer KPIs and charts into dashboards, or create downloadable reports.
Interactive UIs on top of your entities — list views, record detail screens, forms with validation, action buttons that fire workflows. Build the day-to-day tool your team works in.
Live monitoring screens — KPI tiles, bar, line and donut charts, gauges and tables fed by saved queries and pivots. Filters at the top cascade to every widget on the page.
Structured, shareable read-outs — a weekly summary, an account QBR, a vendor scorecard. Lay out headers, metric blocks and tables, then share a link or schedule it to stakeholders. Any grid downloads to Excel with its columns and styling, and grouped grids carry subtotals and grand totals calculated across all the data — not just the rows on screen.
Pick a widget from the palette and drop it onto a responsive grid. Point it at an entity, a saved query or a pivot, choose dimensions and measures, and it renders live. Resize, reorder and group with no markup.
KPI tiles, tables, bar / line / area / donut charts, pivot grids, forms, stage paths, timelines, a command bar, text and image blocks, buttons and embeds — drop any of them onto the canvas.
Each widget connects to an entity, a saved query or a workflow. Change the source and the page updates — no rebuild.
The grid reflows for desktop, tablet and phone, so the same page looks right wherever it's opened — no separate mobile build.
Show where a record stands, everything that happened to it, and get anywhere in a keystroke. Clicking a row or card opens that exact record's page.
A progress tracker for deals, cases or orders moving through stages. Make it editable and users move a record forward with one click — or keep it read-only, with closed stages shown or hidden.
A record's activity and history in date order — grouped by day, colored by status, newest or oldest first. Click an item to open what's behind it.
Quick search across your data as you type, plus commands — open it with a keyboard shortcut and jump straight to the page for whatever you pick.
Add page-level filters once and they cascade to every widget. Click a bar, slice or table row to drill into the detail behind it. Pages stay interactive for the people you share them with.
Work on a draft while everyone else keeps using the live page, curate the navigation your users see, and decide who can open each page — once, in one place.
Edit freely — users only see a page once you publish it. Unpublished changes are flagged, any page can be cloned, and pages are organized by category. Mark a page as a report and it appears in the built-in Reports library.
Build navigation menus without touching page design — labels, icons, groups, badges and an optional "show when" condition. Menus have their own draft and publish, and one menu can be reused across apps.
Make a page public to everyone in the process, or private to chosen users, roles and user-attribute rules. One rule per page, checked on the server however the page is reached — menu, link, drill-down or typed URL.
Ask the Agent Assistant for what you need in plain English. It works out the fields, groups them into sections, picks the right input type for each one and lays out a finished page — which you can then edit in the builder like anything else.
Pages render whatever your platform produces — pivots, queries, entities and themes all plug straight in.
Pivots, charts and saved queries that become a page's live data source.
Explore →Buttons and forms that kick off automations behind the page.
Explore →The entities and fields your app pages and forms are built on.
Explore →Light/dark and brand styling so every page matches your identity.
Explore →Spin up an internal app, a live dashboard or a shareable report on your own data — no front-end code, no infrastructure to manage.