For teams running customers out of Lexware
Lexware keeps the books. It was never your CRM.
Why teams search for a CRM alongside Lexware
A finance suite can hold a contact list. It can't run your sales.
- Lexware is built for accounting, invoicing, and payroll — the finance-and-bookkeeping job, which it does well and has done for German small companies for years. It's just not a sales tool. There's no pipeline you actually manage, no relationship workspace, no place a deal lives from first contact to close.
- Contacts in Lexware exist so an invoice has somewhere to point. They aren't records you work — no stages, no next steps, no follow-up view. People search "Lexware CRM" because they tried to run customer relationships out of it and hit exactly that wall.
- Stretching a finance suite to cover sales means spreadsheets on the side, notes in your inbox, and a follow-up you only remember because you saw the invoice. The accounting stays tidy; the relationship work has nowhere to live.
How FlowGrid is different
Keep Lexware for the books. Add an AI-native CRM for the relationships.
Canvas, not a contact list bolted onto invoicing
Describe the workspace you want. It takes that shape.
Lexware gives you a place to store a customer so a document has an address. 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 screens to work around. No rigid templates. Just a CRM workspace that adjusts to you — running alongside the finance tool you already trust, not replacing it.
Custom objects, not just an invoice address book
Model the records your customer work actually runs on.
A CRM has to hold whatever your team tracks — projects, renewals, partners, quotes in progress. 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.
Privacy as the default
Field-level encryption with keys only your tenant holds.
AES-256-GCM encryption at the field level. Tenant-scoped keys. Multi-tenant isolation enforced with row-level security at the Postgres layer, so one workspace reading another's records isn't a setting — it's a database-level impossibility.
GDPR-compliant with a DPA your legal contact can pull today, and customer CRM records are stored in the Zurich region of Switzerland — a jurisdiction with an EU adequacy decision. Full security details are public, with the gaps named honestly.
Side-by-side, no strawman
FlowGrid vs Lexware, in plain language.
| Aspect | Lexware | FlowGrid |
|---|---|---|
| What it's built for | Accounting, invoicing, payroll, and tax for small companies. A long-trusted German finance suite that does the bookkeeping job well — exactly the job it was designed for. | Managing customer relationships — a flexible CRM workspace for pipeline, contacts, and custom records. The sales-and-relationship side that a finance suite was never meant to cover. |
| Shaping the workspace | Built around finance documents and the bookkeeping workflow. Capable for that; it isn't designed to be reshaped into a sales workspace. | A canvas you shape by talking to Nexus. Ask for the views you need; the workspace rearranges. No accounting screens to design around. |
| AI assistant | Depends on which Lexware product and plan you use; any AI features there are aimed at the finance 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 | Customer records exist mainly to support invoices and bookkeeping — not a flexible object model you extend. | Custom objects, fields, and relationships from day one. Model projects, renewals, partners — whatever your customer work runs on. |
| Data privacy | A general security posture, as you'd expect from an established German software vendor. | Field-level AES-256-GCM encryption with tenant-scoped keys, row-level isolation, and a published DPA. CRM records stored in the Zurich region of Switzerland. |
| Your data on the way out | Export availability and format depend on which Lexware product and plan you're on. | 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