Outgrown Your
Spreadsheets?
The CRM that adapts to how you actually work. Track clients, projects, proposals, and billable hours—without forcing you into someone else's workflow.
The Consultant's Dilemma
You're managing complex client relationships with tools that weren't built for consulting work. Spreadsheets break. Generic CRMs force you into sales pipelines you don't need.
Client Chaos
Contact info scattered across emails, LinkedIn, and notebooks. You never have the full picture when you need it.
Time Tracking Nightmares
Billable hours slip through the cracks. You're either undercharging or spending hours reconstructing your week.
Proposal Pipeline Blindness
You sent that proposal weeks ago. Did they read it? Should you follow up? Your spreadsheet won't tell you.
FlowGrid: Structure Without Rigidity
Start with a blank canvas. Build exactly the structure your consulting practice needs— clients, projects, engagements, deliverables. No more, no less.
Import Your Data
Drop in your client spreadsheet. Nexus AI auto-maps columns and detects relationships. You're up and running in minutes, not weeks.
Build Your Structure
Create custom objects for engagements, proposals, and deliverables. Set up calculated fields for billable rates and project profitability.
Work Smarter
Track time against projects. Get reminded to follow up on proposals. See your entire practice at a glance in a Kanban view.
Features Built for Consulting Work
Everything you need to run your practice—nothing you don't
Client Management
Track all client interactions, contact history, and project details in one place. Never lose context again.
Project Tracking
Visual Kanban boards for active engagements. Drag projects from discovery to delivery.
Billable Hours
Log time against projects with custom rates. Automatic calculations for invoicing.
Proposal Pipeline
Track proposals from sent to signed. Automated follow-up reminders so nothing falls through.
How Consultants Use FlowGrid
Real scenarios from real consulting practices
Management Consulting
Track multiple client engagements simultaneously. Log hours by project phase. Generate project profitability reports with one click.
IT & Technical Consulting
Create custom objects for infrastructure assessments, implementation phases, and support tickets. Link deliverables to clients.
Marketing Consultants
Manage campaigns as projects. Track client approvals, content calendars, and performance metrics all in one view.
HR & Coaching
Organize coaching sessions, track client progress, and manage coaching packages. Set up automated session reminders.
Financial Advisory
Track client portfolios, meeting notes, and compliance documentation. Field-level encryption for sensitive financial data.
Strategy & Business Advisory
Map complex client organizations. Track strategic initiatives and milestones. Store and retrieve past recommendations.
Why Consultants Choose FlowGrid
Solo-Friendly Pricing
CHF 20/month for full functionality. No per-client fees. No upsells for basic features. Scale up only when you add team members.
- Unlimited clients and projects
- Full AI assistant included
- No long-term contracts
Privacy First
Your client data is encrypted and isolated. GDPR compliant. Swiss privacy standards. Your clients' information never trains AI models.
- Field-level encryption
- Data residency control
- Audit logs for compliance
Escape Spreadsheet Hell
Import your existing client data in minutes. Nexus AI maps your columns, suggests relationships, and builds your structure automatically. You'll be up and running before your coffee gets cold.
Learn About MigrationReady to Professionalize Your Practice?
Join consultants who've traded spreadsheet chaos for structured clarity.