For Swiss teams running bexio
bexio keeps your books. Give your customer relationships a real CRM.
What we hear from small teams on bexio
A contact list inside accounting software isn't a CRM.
- bexio's centre of gravity is invoicing and accounting — and it's genuinely good at that job. The contacts module sits alongside the books to store customers and their details. That's a useful directory. It just isn't a place to run a sales process.
- There's no real pipeline to move deals through, no custom objects for the things your team actually tracks — renewals, projects, partners — and no AI assistant to query any of it. Your relationship work ends up scattered across spreadsheets, your inbox, and a few notes fields.
- When the customer record lives in the accounting tool, sales and finance are looking at the same screen for two different jobs. The books stay clean; the relationship side gets squeezed into fields it was never designed for.
How FlowGrid is different
A dedicated CRM you shape by talking to it — running alongside the books, not replacing them.
Canvas, not a fixed contact list
Describe the workspace you want. It takes that shape.
bexio gives you a contacts directory next to the accounting. FlowGrid gives you a canvas. You shape it by talking to Nexus — ask for a pipeline view, a follow-up board, a contacts dashboard — and the canvas rearranges around how your team actually sells.
No accounting screen to work around. No rigid templates. Just a workspace built for relationship work, separate from the tool that runs your invoices.
Custom objects, not just a customer field
Model the records your work actually runs on.
A real CRM has to hold whatever your team tracks — projects, renewals, partners, assets. FlowGrid gives you custom objects, fields, and relationships from day one. Ask Nexus "add a Renewals object linked to Organizations" and confirm before it ships.
Nexus has 60+ tools bound to your schema, so it works with the objects you create — not a fixed customer-and-invoice model. Every action is confirmed before it runs and logged in your audit trail.
Swiss data, like bexio
Field-level encryption, and your CRM records stored in Switzerland.
bexio is Swiss-hosted, and that matters to a lot of Swiss teams. FlowGrid keeps that parallel: your CRM records are stored in the Zurich region of Switzerland, with AI inference running in the EU by default and zero-retention by default. On top of that — AES-256-GCM encryption at the field level, tenant-scoped keys, and multi-tenant isolation enforced with row-level security at the Postgres layer.
GDPR-compliant with a DPA your legal contact can pull today. Full security details are public, with the gaps named honestly.
Side-by-side, no strawman
FlowGrid vs the bexio contact module, in plain language.
| Aspect | bexio | FlowGrid |
|---|---|---|
| What it's built for | All-in-one business admin for small Swiss companies — invoicing, quotes, orders, accounting, and banking. It does that job well, with a contacts module to store your customers. | A dedicated CRM — a flexible workspace for pipeline, contacts, and custom records. Built for relationship and sales work, not the books. |
| Shaping the tool | A contacts list that lives next to the accounting. Capable for storing customer details; not designed to be reshaped around a sales process. | A canvas you shape by talking to Nexus. Ask for the views you need; the workspace rearranges. No accounting screen to design around. |
| AI assistant | Built-in AI features depend on your plan, and are aimed at the invoicing and admin workflow. | Nexus, an AI assistant you talk to, with 60+ tools bound to your schema — including the custom objects you create. Included in every seat. |
| Custom records | Strong at the admin model — invoices, quotes, orders, contacts. | Custom objects, fields, and relationships from day one. Model projects, renewals, partners — whatever your team runs on. |
| Data residency & privacy | Swiss-hosted, as you'd expect from an established Swiss vendor — a genuine strength for Swiss teams. | CRM records stored in the Zurich region of Switzerland, EU inference by default. Field-level AES-256-GCM encryption with tenant-scoped keys, row-level isolation, and a published DPA. |
| Your data on the way out | Export availability and format depend on your plan and setup. | CSV export of every record and every field, on the trial and after. Tenant-scoped keys mean nobody else can read what you leave behind. |
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
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