A process is a self-contained operating system for one part of your business — its own entities, workflows, pages and permissions. Spin one up from a prebuilt process like CRM, Task Management or Order Management, or open a blank canvas and model exactly what you need. No code, no silos.
Three prebuilt processes ship with the entities, fields, statuses and workflows that kind of work needs — CRM, Task Management and Order Management. Open one, rename a field, add a step, and it's yours.
Spin up CRM for sales, Task Management for delivery and Order Management for fulfillment in the same organization — without their data, automation or permissions ever bleeding into one another.
Each process owns its entities and records. A deal never shows up in your ticket list, and a vendor file never leaks into CRM.
Triggers, scheduled jobs and functions run inside their own process. Change one workflow without risking another team's.
The authorization matrix is per process — view, create, edit and approve rights map to each team's own hierarchy.
Whether you start from a prebuilt process or a blank canvas, the path is the same. Build it once, change it any time.
Define the entities and records the process revolves around, with custom fields and relationships.
Add event triggers, scheduled jobs and reusable functions so the process moves itself forward.
Use the Pages, Apps & Dashboards builder to assemble apps, dashboards and reports for the people who run the process.
Invite the team, set permissions and share the page viewer. Iterate safely — the process is isolated.
Loan origination, procurement, claims processing, field service — the long tail of operations rarely fits an off-the-shelf app. On a blank canvas you assemble exactly the entities, steps and screens your process needs, then wire automation around them.
Model the real-world objects your process touches and connect them with relationships.
Lay out triggers, conditions and approval steps so records advance without manual chasing.
Build forms, dashboards and reports in the page builder — no front-end code required.
Stand up your first process in minutes — fully isolated, fully yours, with no code to write. Add automation, screens and AI whenever you're ready.