Start with your industry.
Customers, records and the main stages already exist. Start with a foundation that makes sense to the team, then clarify what should be specific to you.
For a caterer: from a per-guest quote to production sheets.
Creation & customization
Your business has its own rules.Your software follows them.
The missing field. The spreadsheet kept on the side. The step everyone forgets. Describe your way of working to Shappy: adapt a SHAPP app or create the tool you need, without knowing how to code.
Start with an industry appDescribe your own rulesTry, adjust, evolve
Custom app creation
Describe your business.Build your own software.
Build a tool around your business by describing it to Shappy. Try it, refine it and keep shaping it. No coding needed.
Loca / Your custom applicationBuild it with Shappy
Custom software should notstart with an endless project.
You know your trade. You know what to track, who needs to act and what gets in the way today. That knowledge is the best starting point for building your tool.
Software that takes on your way of working
Keep what works. Change what holds you back.
Your team should not need to relearn its trade to fit into software. Add the information, views and rules that make records more useful. Watch the same application before and after a request to Shappy.
Your software, your rules
Your sales criteria, in your CRM.
Tell Shappy what needs to change. Watch your software take on your way of working.
Shappy
Your software, your rules
Your request to Shappy
Emma Laurent
Add a decision date to opportunities. Before moving to proposal, require a decision-maker and a dated next action.
Watch the transformation
Atelier Nord / Sales & CRMBefore
Your software today
Three ways to make it yours
A small adjustment today. A new application tomorrow.
The starting point depends on the need. A company can use an industry app, adapt a particular process and create a complementary tool within the same environment.
Adapt a real use case.
An owner to identify, a reference to track or approval to obtain before proceeding. Adaptations serve a concrete decision or action.
“Add the approval date and the record owner.”
Create the missing tool.
When your process does not fit current tools, describe it. Build a first version, try it and clarify exceptions together.
Equipment, loans, bookings, then maintenance.
You bring the business knowledge
Talk about your working day. Not technology.
A useful request does not need to be long. It explains the situation, the expected result and the rules to follow. Refine it as you see your application take shape.
The context
“We rent equipment to our customers.
The need
I want to track availability, departures and returns.
Your rule
Equipment under maintenance must not be offered for rental.”
Software that grows with you
A useful first version. Then the right improvements.
First uses reveal the real details. Instead of anticipating everything, start with a representative record and move forward with your team’s feedback.
Describe the result.
What you want to find, check or move forward. Choose a need precise enough to tell whether the result is right.
A screen the team understands at a glance.
Try a real case.
Follow the everyday stages. Fields, calculations and permissions need to fit your way of working.
One complete record before expanding.
Evolve at your own pace.
A new activity or a changing rule? Pick up the same conversation to prepare and check the next adaptation.
Your software follows the business, step by step.
Your business grows.You stay in control.
Your business information matters. You choose who can access it, set limits for Shappy and keep a record of what changes.
Your team
Your software
Shappy
For your team, your software and everything Shappy does.
Controlled accessAI you controlActivity history
The right access for the right people.
Your customers, your figures, your records: you decide who can view or change them, based on each person’s responsibilities.
Delegate and stay in control.
Shappy works with the permissions you grant. It follows the same rules as your team and can never access more than you can.
A clear record of what happened.
See what changed and who made the change, including when Shappy acts for you. Follow activity and review it with confidence.
Customization, explained.
Do I need to code or write a technical specification?
No. Start with your situation and expected result. Your knowledge of the stages, people and business rules is the essential input. Shappy helps turn that description into a tool, then refine it.
Can I start with my existing SHAPP app?
Yes, that is often the right starting point. Keep what is useful and describe the adaptations needed. This page shows information and rules being added to existing apps.
Do my data and permissions follow adaptations?
Adaptations sit within the shared RootCX framework. Effects on data, access and existing workflows still need checking before a change goes live.
What if I need a connection to another tool?
That depends on the software and its exchange capabilities. Bring a sample file or the tool’s name to clarify the data, synchronization direction and access needed.
You know what is missing.Tell Shappy.
A process that feels like yours starts with a first request.