FlowGrid is a CRM platform designed to adapt to your business needs rather than forcing you into predefined templates. It starts as a blank slate and grows into the structure you actually require, providing a flexible system of record for various business operations.

The platform includes an AI assistant called Nexus that helps build and organize using natural language queries. Key features include visual Kanban boards for deal management, calculated fields with automatic updates, lead capture forms with CAPTCHA protection, AI chatbots for customer support, inventory tracking with custom fields, custom workflow tracking with timelines, and lead management with automated task creation. It also supports commission tracking with hierarchical structures and automatic calculations.

FlowGrid works by allowing users to describe what they need in plain English, and Nexus helps build custom dashboards, create business apps, and set up automated workflows. The platform supports smart data import from CSV files where Nexus auto-maps columns, detects relationships, and suggests calculated fields. Workflow automation enables building approval workflows, task routing, and notifications without code using trigger-based actions and conditional logic.

Benefits include painless onboarding from spreadsheets to a structured system, real-time collaboration, and automated workflows. Use cases cover lead capture and management, inventory tracking, custom workflow tracking, commission tracking for sales teams, and consulting/agency client management. The platform helps businesses migrate from spreadsheets or other CRMs while maintaining flexibility.

Target users include small businesses, consultants, agencies, property managers, and organizations needing custom CRM solutions. Integrations include Gmail and Microsoft 365 email integration, with calendar sync and booking systems coming soon. The platform offers granular access controls, field-level encryption, and enterprise-grade security features suitable for various industries.