The only limit on workflow flexibility is your imagination. Build new ways of collaborating that include your SaaS app data plus custom columns you create.
Help your collaborators focus on exactly what you want them to see. Quickly filter to create perfect slices of information for editing or sharing.
Show a birds-eye view one minute and an “in-the-weeds” view the next. Establish hierarchies and relationships in your records to keep things simple and connected.
Your clients, colleagues, and c-suite will get the message. Set up conditional formatting on your connected fields to create easily digestible visuals for your collaborators.
Take control of what dates you’re sharing, even when the SaaS app data isn’t perfectly clean. Set up Gantt views powered by data from SaaS apps or your custom visor fields (or both!).
Set up your workbooks to pull data on a schedule, or just run pulls & pushes when you want. Easily use Visor to push bulk updates to your SaaS apps.
