What Can It Do?

The platform's capabilities in business language — data, views, automation, approvals, permissions, analytics, AI, integrations — each with a real CRM as the running example

This section answers one question: "can the platform do the business feature I need?" — in business language, with no code. Everything described here ships in the platform today, and the official HotCRM template (one-click install from the Marketplace) implements all of it end to end — every page below points at the running example, so nothing is hypothetical.

If you are a developer, the Build sections cover the same ground with full technical depth; each page here links to its technical counterpart.

The capabilities

Manage Business Data

Objects, 40+ field types, formula and roll-up fields, relationships from lookups to hierarchies

Views — See Data Your Way

Nine lenses over the same records: table, kanban, calendar, gantt, map and more — plus saved filters and global search

Forms & Data Quality

Wizards, conditional fields, validation on save, legal stage transitions, public web-to-lead forms

Automation

Five trigger styles and visual flows: reminders, hand-offs, escalations, and scheduled work that runs itself

Approvals

Eight approver styles, four decision modes including group sign-off, locking, SLA escalation, send-back

Permissions — Who Sees What

Four layers from object capability to per-field visibility, five data-depth scopes, audit and explain

Analytics & Dashboards

~20 chart families, period-over-period, runtime filters, TV display pages, reports and email digests

AI Under Governance

Ask questions and get charts; AI acts under the same permissions and audit as people; bring your own agent over MCP

Integrations & Everyday Work

Import/export, generated APIs, webhooks, connectors, federated databases, marketplace templates, languages

How to Request Features

A one-page template that turns business needs into configuration — hand it to your team or an AI agent

See it live

npm create objectstack@latest my-app && cd my-app
npx os dev --ui        # → http://localhost:3000/_console/

Install HotCRM from the Marketplace: 15 business objects, 17 automation flows, 6 permission profiles, 4 dashboards, 6 reports, and 2 AI copilots — every page in this section names where to look inside it.