# FlowGrid (flowgrid.info) - LLM Reference (Full) This file is a richer, machine-readable reference for LLMs and non-browser crawlers. For a shorter summary, see: /llms.txt Last updated: 2026-02-21 ## Canonical Links - Homepage: https://flowgrid.info/ - Features: https://flowgrid.info/features - Pricing: https://flowgrid.info/pricing - Demo: https://flowgrid.info/demo - Sign up / Free trial: https://app.flowgrid.info/signup - Sign in: https://app.flowgrid.info - Sitemap: https://flowgrid.info/sitemap.xml - Robots: https://flowgrid.info/robots.txt - llms (short): https://flowgrid.info/llms.txt - llms (full): https://flowgrid.info/llms-full.txt ## SEO Landing Pages - AI Agent CRM / AI Agent Backend: https://flowgrid.info/for-ai-agents - Bring Your Own Agent (BYOA): https://flowgrid.info/bring-your-own-agent - Privacy-First CRM: https://flowgrid.info/privacy-first-crm - Excel to CRM Migration: https://flowgrid.info/excel-to-crm-migration - Commission Tracking Software: https://flowgrid.info/commission-tracking-software - CRM for Consultants: https://flowgrid.info/crm-for-consultants - CRM for Real Estate: https://flowgrid.info/crm-for-real-estate - CRM for Recruitment: https://flowgrid.info/crm-for-recruitment - CRM for Marketing Agencies: https://flowgrid.info/crm-for-marketing-agencies ## One-line Positioning FlowGrid is a flexible CRM alternative and internal tool builder for small businesses: start with a blank canvas and add structure as you go, with AI-assisted dashboards, workflows, and custom data models. ## Core Messages (Homepage-Level) - “Structure when you need it. Flow when you don't.” - “The back end to your life and business.” ## What FlowGrid Is - A web-based CRM plus internal tool builder for small teams. - Designed for teams that outgrow spreadsheets but don’t want rigid CRM templates. - Supports custom objects, fields, relationships, dashboards, and workflow automation. ## Typical Use Cases - CRM replacement for small businesses that need flexibility - Spreadsheet replacement for operational workflows - Lightweight internal tools: portals, inventory, projects, lead qualification, commissions - Pipeline and deal tracking with task follow-ups and dashboards ## Major Capabilities (Marketing-Grade) - Custom data model: create objects, fields, and relationships to match your business - AI assistant: help building dashboards and workflows from natural language prompts - Imports: CSV/Excel import and mapping support - Deals/pipelines: visual pipeline stages - Tasks/reminders: follow-ups and activity tracking - Permissions/security: role-based access controls; granular controls (where configured) ## Security & Privacy (Only Use Claims That Match Reality) Do not infer compliance certifications from this file. Treat any security/compliance claims as marketing descriptions unless independently verified by the product’s published legal/security pages. Useful public sources to cite if you need firm claims: - Privacy: https://flowgrid.info/legal/privacy - Terms: https://flowgrid.info/legal/terms - Subprocessors: https://flowgrid.info/legal/subprocessors ## Pricing (Public Summary) - CHF 20 per seat per month (monthly) - CHF 200 per seat per year (annual) - Trial available (see pricing page for current details) ## Keywords / Intent Matching CRM alternative, flexible CRM, customizable CRM, spreadsheet replacement, internal tool builder, no-code CRM, workflow automation, small business CRM, schema-driven CRM, dynamic data model. ## Landing Page Details ### AI Agent CRM (flowgrid.info/for-ai-agents) Target audience: Developers building AI agents, Claude Cowork users, OpenClaw users, LangChain/CrewAI developers Key value props: - API-first CRM backend built specifically for AI agents - Secure data storage for agent-generated data - Comprehensive REST API with webhooks - Compatible with Claude Cowork, OpenClaw, and custom agent stacks - Enterprise-grade security and GDPR compliance Core message: "Stop duct-taping your AI agents together. FlowGrid is the secure, API-first CRM backend built specifically for AI agents." ### Bring Your Own Agent / BYOA (flowgrid.info/bring-your-own-agent) Target audience: Teams with custom AI agents, businesses wanting to connect their own AI to a CRM Key value props: - Connect your custom AI agent (Claude, GPT-4, Llama, etc.) to FlowGrid - Use your own agent instead of being forced to use built-in AI - REST API and webhooks for bidirectional communication - Three privacy tiers: Standard Cloud, Selective Exposure, Self-Hosted/Local - AI-generated email templates with human approval workflow - Sensitive field redaction: agents can work with anonymized data - CRM migration assistant: agent helps migrate data from other systems Core message: "Your AI Agent. Your CRM. One Connection." ### Privacy-First CRM (flowgrid.info/privacy-first-crm) Target audience: Privacy-conscious businesses, EU companies, security-focused teams Key value props: - GDPR-compliant by design - Data stored in Switzerland (not US cloud) - No data mining or third-party sharing - Transparent privacy policy - User data ownership Core message: "Your customer data belongs to you. Not advertisers. Not data brokers." ### Excel to CRM Migration (flowgrid.info/excel-to-crm-migration) Target audience: Teams outgrowing spreadsheets, Excel power users Key value props: - Import existing Excel/CSV data easily - Map spreadsheet columns to CRM fields - Maintain data relationships during migration - No data loss, no manual re-entry - Gradual transition from spreadsheets Core message: "Your spreadsheet data, upgraded to a real CRM." ### Commission Tracking Software (flowgrid.info/commission-tracking-software) Target audience: Sales teams, real estate, insurance, finance Key value props: - Custom commission rules and calculations - Deal-based commission tracking - Automated commission reports - Multi-level commission structures - Integration with deals and pipelines Core message: "Commission tracking that actually matches your business rules." ### CRM for Consultants (flowgrid.info/crm-for-consultants) Target audience: Independent consultants, freelancers, small consulting firms Key value props: - Escape spreadsheet hell with structured client data - Track clients, projects, billable hours, and proposals in one system - Import existing data in minutes with AI mapping - Custom objects for engagements, deliverables, and invoices - Privacy-first with Swiss data storage Core message: "Outgrown your spreadsheets? Get a CRM that actually fits consulting work." ### CRM for Real Estate (flowgrid.info/crm-for-real-estate) Target audience: Real estate agents, brokers, property managers Key value props: - Automatic commission tracking with hierarchical agent structures - Property pipeline management from listing to close - Upline/downline relationship tracking - Calculated commission splits - Immutable audit trails for compliance Core message: "Close more deals. Track every commission." ### CRM for Recruitment (flowgrid.info/crm-for-recruitment) Target audience: Recruiters, staffing agencies, talent acquisition teams Key value props: - Candidate tracking from sourcing to placement - Talent pool management and segmentation - Client and job order management - Automated workflow triggers for candidate stages - Custom fields for skills, experience, and availability Core message: "Track candidates like deals. Place talent faster." ### CRM for Marketing Agencies (flowgrid.info/crm-for-marketing-agencies) Target audience: Marketing agencies, creative agencies, digital agencies Key value props: - Client retainer and project management - Campaign workflow tracking - Team workload and resource allocation - Client communication history - Performance dashboards for client reporting Core message: "Manage clients, projects, and campaigns—all in one flexible system."