For marketing & creative agencies

Run new business and live retainers in the same workspace.

Most agencies juggle a sales pipeline, a client list, a project tracker, and a folder of scope docs. FlowGrid puts them in one workspace you shape by talking to it — and your client data stays encrypted with keys only your tenant holds.

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14-day trial · No credit card · Built for owner-operators

The agency stack today

Sales lives in HubSpot, projects in Notion, retainers in a spreadsheet.

Account managers can't tell at a glance which clients are mid-renewal vs mid-delivery vs at risk.
New-business pipeline data and client-work data sit in separate tools that don't talk, so reporting up to leadership is a Monday-morning chore.
Every new client asks the same data-handling questions, and you redo the same vendor-review forms.

How FlowGrid fits an agency

One workspace for new business, retainers, and the work itself.

Multiple pipelines, one canvas

New-biz, renewals, and active engagements on different boards.

Pipelines aren't a single linear thing. Spin up a pipeline for new business with your real stages, another for retainer renewals, another for active project handoffs. Drag deals across stages, automate the repetitive transitions, see them all on one canvas.

Custom objects for client work

Engagements, scopes, deliverables — whatever your team tracks.

Most agencies have invented their own taxonomy in a spreadsheet. Tell Nexus "I need an Engagement object with a scope, a delivery date, and a primary AM," and the schema appears. Bend it to your team's actual process.

Workspace activity log showing recent record changes

Privacy your clients can verify

Field-level encryption, DPA, and a security page they can read.

When a brand client's legal team asks how their customer list will be handled, you forward our DPA and a link to /security. They get an answer; you don't lose two weeks to a vendor review.

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

The questions you'd actually ask.

Try it on next quarter's pipeline.

14-day trial, no credit card. Import your accounts, set up your real pipeline, and see if your AMs prefer it by Friday.

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