Features that adapt to
your workflow
FlowGrid combines the flexibility of spreadsheets with the power of a modern CRM. Built for small businesses that need structure without the bloat.
Core CRM Features
Everything you need to manage customer relationships, track deals, and stay organized.
Smart Canvas
Build custom dashboards by describing what you want. Nexus AI creates widgets, charts, and views automatically.
- Natural language dashboard creation
- Drag-and-drop widget arrangement
- Multiple saved canvases
- Real-time data updates
- Progress widgets & KPI tiles
Contact Management
Manage people with unlimited custom fields, rich activity history, and smart relationship tracking.
- Unlimited custom fields
- Activity timeline
- File attachments
- Tagging & segmentation
- Duplicate detection
Organization Management
Track companies and organizations with the same flexibility as contacts. Link people to organizations automatically.
- Company profiles
- Contact associations
- Organization hierarchy
- Deal rollup tracking
- Custom fields per org type
Deal Pipeline
Visual deal tracking with multiple pipelines, custom stages, and automated progression rules.
- Multiple pipelines
- Custom stage definitions
- Drag-and-drop deals
- Win/loss tracking
- Revenue forecasting
Task Management
Stay on top of follow-ups with tasks that can be linked to any record. Kanban view included.
- Task assignments
- Due date tracking
- Kanban board view
- Recurring tasks
- Task templates
Custom Objects
Create your own data models beyond contacts and deals. Perfect for unique business needs.
- Unlimited custom objects
- Relationship mapping
- Custom icons & colors
- List and detail views
- Import/export support
Nexus AI Assistant
Your AI-powered teammate that understands your data and helps you work smarter. 500 AI messages included monthly; additional credits available.
Nexus Chat
Talk to your data in natural language. Ask questions, get insights, and make updates conversationally.
- Natural language queries
- Context-aware responses
- Data modification via chat
- Action confirmations
- Conversation history
Canvas Builder
Describe the dashboard you want, and Nexus builds it. No configuration required.
- Text-to-dashboard creation
- Smart widget selection
- Auto-filtered views
- One-click regeneration
- Canvas templates
Schema Generation
Create custom objects by describing what you need. AI suggests fields, types, and relationships.
- Natural language object creation
- Smart field type detection
- Relationship suggestions
- Calculated field formulas
- Icon recommendations
Smart Import
Upload any CSV and AI automatically maps columns, detects data types, and suggests relationships.
- AI column mapping
- Data type detection
- Duplicate handling
- Relationship detection
- Import preview & validation
Workflow Generation
Describe the automation you want, and AI generates the trigger, conditions, and actions.
- Text-to-automation creation
- Trigger suggestions
- Action recommendations
- Condition builder
- Test mode execution
AI Insights
Get intelligent analysis of your data. Spot trends, identify issues, and discover opportunities.
- Trend analysis
- Anomaly detection
- Performance summaries
- Recommendations
- Comparative reports
Workflow Automation
Automate repetitive tasks and keep your data in sync without writing code.
Time-Based Triggers
Schedule workflows to run at specific times, dates, or intervals.
- Cron scheduling
- Recurring tasks
- Time zone support
- Delay actions
Record Triggers
Trigger workflows when records are created, updated, or deleted.
- Create events
- Update detection
- Field change watches
- Bulk operation triggers
Webhook Triggers
Start workflows from external systems via HTTP requests.
- Custom endpoints
- Secret validation
- Payload parsing
- Error handling
Actions
Perform actions when triggers fire. Chain multiple actions together.
- Create records
- Update fields
- Send notifications
- Call webhooks
Integrations
Connect FlowGrid with your existing tools and extend its capabilities.
Email Integration
Connect your email to track conversations and send messages from FlowGrid.
- SMTP/IMAP support
- Email sync
- Template library
- Activity logging
API v1 & OAuth2
Full-featured REST API with OAuth2 support. 100 requests/hour free, 1,000/hour on paid plans.
- OAuth2 & API key auth
- Granular scope permissions
- Contacts, deals, orgs, webhooks
- Custom objects API access
- IP allowlist security
Embeds
Add FlowGrid chat to your website for customer interactions.
- Chatbot embed
- Customizable styling
- Lead capture forms
- Visitor tracking
Developer Platform
Extend FlowGrid with our modern API. Build integrations, automate workflows, and sync data.
REST API v1
Modern REST API with comprehensive endpoints. 100 req/hour free, 1,000/hour paid.
- Contacts, deals, organizations
- Webhook management
- Custom objects support
- Pagination & field selection
- Rate limit headers
OAuth2 & API Keys
Flexible authentication with OAuth2 for apps and API keys for server integrations.
- OAuth2 client credentials
- Scoped API keys
- IP allowlisting
- Secret rotation
- Test & live environments
Webhooks
Real-time event notifications for changes to your CRM data.
- Contact/deal/org events
- HMAC-SHA256 signatures
- Automatic retries
- Delivery status tracking
- Custom endpoint config
Security & Compliance
Enterprise-grade security (encryption, access controls, audit trails) built for businesses that take data protection seriously.
Multi-Tenant Architecture
Logical isolation with tenant-specific encryption keys separates your data from other customers.
Field-Level Permissions
Control exactly who can see or edit specific fields on any record.
Passkey & MFA
Modern authentication with passkeys plus traditional MFA options.
GDPR Compliance
Right to be forgotten, data export, and privacy controls built-in.
Data Management
Import, export, and manage your data with powerful tools.
CSV Import
Import data from spreadsheets with AI-powered column mapping and validation.
- Multi-object imports
- AI column mapping
- Data validation
- Relationship linking
- Import history
Data Export
Export your data anytime in CSV format. Your data belongs to you.
- Full workspace export
- Filtered exports
- Scheduled exports
- API access to data
Schema Editor
Define your data model with custom fields, relationships, and calculated fields.
- Custom field types
- Calculated fields
- Relationship definitions
- Field validation rules
- Schema versioning
Ready to experience FlowGrid?
Start your 14-day free trial. No credit card required. Full access to all features during trial.