Records change when you approve an ask. Direct edits work too.
Add company
Add person
Add opportunity
Priority accounts and ambient alerts.
Company search
Target people
People search
Before I do this
Search for a company, pick people, then save selected records.
Simulated calendar. Invites are previews only, nothing external is sent.
Quotes with a mock hosted page. Views and nudges are simulations.
Product catalog
Add a plan
Open quotes
Log note
Founder feedback
About this build
Dark ask-first interface from the Claude Design round-2 direction (1c), with the ledger drawer, five role views, and creation by asking. Data lives in the shared cloud database; the AI reader is capped and every action is approved before it lands.