For consulting practices
Client work doesn't fit a sales pipeline. Your CRM should know that.
What goes wrong with off-the-shelf CRMs
You're a consulting practice trying to run on sales software.
- Sales-stage pipelines don't fit retainer renewals, scope changes, or active engagements that already closed.
- Engagement context — proposals, past work, scope docs — lives in a dozen places no one can find when the client emails.
- HubSpot's free tier looks fine until you cross the gate that costs €/$X per seat per month for the thing you actually need.
How FlowGrid fits a consultancy
Shape the workspace around how your practice runs, by talking to it.
Clients & engagements as first-class objects
Custom objects without a setup wizard.
Tell Nexus "I need a Client object with retainer status, primary contact, and active engagements." Done. Add an Engagement object linked to it. Add a Scope Doc child. The schema bends to your practice; you don't bend your practice to a sales template.
Pipelines that match your actual stages
Discovery → Proposal → Active → Renewal. Not Lead → MQL → SQL.
Your pipeline stages, named what your team actually calls them. Multiple pipelines per workspace, so retainer renewals don't share a board with new business.
Drag-drop between stages, automate the handoffs you do every week (intro email, calendar invite, scope template), and keep the audit trail of who changed what.
Verifiable, not assumed
We're early. Here's how you can verify us anyway.
How your data is protected
Field-level AES-256-GCM encryption with tenant-scoped keys. Multi-tenant row-level isolation. Every mutation logged.
Read the security details →Legal & compliance
GDPR-compliant with a Data Processing Addendum. Your legal contact can pull it now — not after a sales call.
Read the DPA →Built in public
We don't have customer logos to show you yet.
FlowGrid is early. Instead of borrowed credibility, here's what you can verify yourself:
Honest answers