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FlowGrid

FlowGrid

Private, AI-powered CRM that builds itself from your data

Website flowgrid.info
Overview

What it is

The privacy-first CRM that adapts to you. FlowGrid is built around three principles: privacy-first by default, minimalism over bloat, and AI features that actually do work instead of demo tricks. You bring your data, FlowGrid adapts to it, and then gets out of your way. Key features: Import spreadsheets → AI scaffolds your workspace instantly Natural language queries (Nexus AI) Field-level encryption & privacy controls Visual pipelines Voice-to-text transcription for hands-free prompting

Intent

I need it when

Migrate from HubSpot or Pipedrive and reduce configuration overhead

FlowGrid replaces configuration layers with AI-powered canvas that adapts to team workflow via natural language prompts instead of settings panels. Field-level encryption with tenant-scoped keys ensures data control during migration. No upgrade fees to remove friction.

Build custom CRM workflows without coding or complex configuration

Nexus AI assistant with 60+ tools bound to user schema lets teams describe desired dashboards and automations in natural language. Smart Import reads spreadsheets and proposes schema. Bulk actions and custom objects declared by typing.

Ensure customer data privacy and compliance with GDPR requirements

Field-level AES-256-GCM encryption with tenant-scoped keys, multi-tenant row-level isolation enforced at database level, and GDPR-compliant Data Processing Addendum available immediately. Full security details are public with gaps named.

Graduate from Notion-as-CRM to a system with real pipelines, permissions, and audit logs

FlowGrid provides flexible CRM foundation with deal pipelines, workflow automations, multi-tenant row-level isolation, and append-only audit logs while maintaining the same flexible, prompt-driven feel users appreciate in Notion.

Replace spreadsheet-based customer management with structured CRM while retaining data portability

CSV import with schema inference lands records in minutes. Full CSV export of every record available at any time, even after cancellation. 90-day read-only access post-cancellation ensures data retrieval without vendor lock-in.

Drop

Not a fit when

  • Organization requires HIPAA compliance; FlowGrid explicitly states HIPAA is not on roadmap
  • Team size exceeds 50 seats without custom enterprise agreement; product targets teams of 5–50
  • User needs rigid, standardized pipeline workflows; FlowGrid's canvas-based approach requires comfort with AI-guided customization
  • Organization requires SOC 2 Type II or ISO 27001 certification immediately; these are on roadmap but not yet available
  • User prefers traditional drag-and-drop UI configuration over natural language prompts to shape workflows
Commercials

Pricing

Per-seat subscription with single tier. All features included. Free trial available. View pricing