Features
What FlowGrid does, organized by what you're trying to do.
Not a feature catalog. Four jobs FlowGrid does for small teams — with the actual capabilities listed under each.
Capture
Get your data in. Keep its shape.
Start from a CSV or a spreadsheet you've been living in for years. Smart Import via Nexus reads your file, infers field types, proposes the schema. Approve or override; records appear in your workspace.
- Smart Import — CSV, .xlsx, .xls, JSON via API. Schema-aware. Reversible by audit-log session.
- Custom objects — declare them by typing ("I need a Listing object with…"). Add fields, link records, edit live.
- Contacts & organizations as first-class objects with typed fields, relationships, and embedded notes.
Operate
Pipelines, automations, and bulk work that fit your team.
Multiple pipelines per workspace, named what your team actually says. Drag deals across stages. Automate the transitions you do every week. Bulk-edit records when you need to.
- Pipelines & deals — multiple boards per workspace, drag-drop between stages, stage-change automations.
- Workflow automations — trigger on stage change, record creation, scheduled cadence. Includes built-in actions and webhook fan-out.
- Bulk actions & views — saved per-user views, bulk-edit, bulk-tag, CSV export of any view.
Understand
Ask Nexus. Get a widget. Pin it to the canvas.
Nexus has 60+ tools bound to your schema, so "show me deals closing this month grouped by owner" gets you a real widget — not a recipe to build one. Iterate by talking, not by clicking.
- Nexus AI assistant — sandboxed to your workspace, audit-logged, no payload used to train third-party models.
- Canvas-based reporting — widgets pinned to a canvas you describe in natural language. Iterate live.
- Bring-your-own agent (BYOA) — same tool surface available via API; see /ai-agent-crm.
Trust
Privacy posture you can verify, not just read.
Field-level AES-256-GCM encryption with tenant-scoped keys. Multi-tenant row-level isolation enforced in Postgres. An append-only audit log. WebAuthn for platform admins. The full story is on /security — with the gaps named.
- Encryption & isolation — AES-256-GCM at rest, tenant-scoped keys, RLS-enforced cross-tenant impossibility.
- Audit log — every mutation, append-only, exportable.
- Compliance — GDPR, DPA available now. SOC 2 Type II and ISO 27001 on the roadmap. HIPAA is not.
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
The features list ends here. The product begins on signup.
14-day trial, no credit card. Type a prompt, ship the dashboard the same afternoon.
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