A client app for marketing agencies, built from one paragraph
For agencies running client sub-accounts. Describe what your clients should see and do; AI builds the app on your CRM's own data and shows it to you live. Copy the prompt below, change the details, and build.
The prompt
Build my agency's client app: the client's active campaigns from a Campaigns custom object, the monthly report as a document, approvals waiting on them, invoices, and a request-a-change form that lands in my pipeline.
The screens it builds
- Active campaigns (custom object)
- Monthly report
- Approvals waiting
- Invoices
- Request a change → pipeline
The CRM data behind it
A Campaigns custom object, documents, opportunities, invoices, forms. If something you track is not in the CRM yet, add it as a custom field or custom object first — the app can show it the moment it exists.
Questions
What should a client app for marketing agencies include?
For agencies running client sub-accounts: Active campaigns (custom object); Monthly report; Approvals waiting; Invoices; Request a change → pipeline. Start there and change anything by describing it.
Which CRM data does it use?
A Campaigns custom object, documents, opportunities, invoices, forms. Each client sees only their own records, and nothing is copied out of the CRM.
How long does it take?
The first build runs in the background after you describe it; you watch it reach a live preview, answer any questions it asks, and publish when you are happy.