Your workspace
Use Settings → General to set your workspace name and logo. Invite your team from Settings → Members and assign each person the access they need.
A workspace that
works your way.
Start with your customers and the work you want to organize. Your workspace brings your records, team, and automations together.
Customers and relationships
Add companies and people, connect contacts to their organizations, and track opportunities, tasks, and notes. Use views to focus on the records that matter to your team.
Your data model
Workspace administrators can use Settings → Data model to add objects, fields, and relationships. Check dependencies before changing fields used by an integration or workflow.
Automations
Start with a clear trigger and one useful action. Test the workflow with sample records, review the result, and activate it when it behaves as expected.
Current availability
Grovana is in development. HaloPSA, QuickBooks Online, PandaDoc, voice, and SMS integrations are planned. Pilot scope and availability will be confirmed before enrollment.
Explore early access