Introduction to FlowGrid
FlowGrid is a private, AI-powered CRM that builds itself from your data. Designed with a privacy-first approach, it adapts to your needs rather than forcing you into a rigid structure. The platform emphasizes minimalism over bloat and delivers AI features that are functional and practical, not just for show. With FlowGrid, you bring your data, and the system automatically scaffolds your workspace, allowing you to focus on what matters most — your business.
FlowGrid is built around three core principles: privacy-first by default, minimalism over bloat, and AI that actually works. It provides a flexible, intelligent, and secure environment where users can build custom tools, manage workflows, and maintain control over their data. Whether you're tracking leads, managing inventory, or handling complex commission structures, FlowGrid grows with your business and adapts to your unique needs.
Takeaways
- Privacy-first design: Ensures data protection at every level, including field-level encryption and granular access controls.
- AI-driven workspace: Uses natural language queries (Nexus AI) to build and organize your CRM without code.
- Customizable structure: No predefined templates — FlowGrid starts as a blank slate and evolves with your business.
- Secure & durable: Enterprise-grade security features like tenant isolation, audit logging, and GDPR compliance.
- Intuitive interface: Visual pipelines, drag-and-drop Kanban boards, and voice-to-text transcription for hands-free interaction.
- Real-time collaboration: Supports multiple users with real-time updates and shared workspaces.
How FlowGrid Works
FlowGrid begins as a blank canvas, allowing users to describe their needs in plain English. Nexus AI then helps build the necessary structure, such as dashboards, workflow stages, and calculated fields. Data can be imported via CSV files, and Nexus automatically maps columns, detects relationships, and suggests relevant fields.
Once the data is in place, users can create custom objects and workflows using natural language commands. For example, users can ask Nexus to set up a project tracker, an inventory system, or a commission calculator. FlowGrid also supports automation of internal processes, such as task routing, approvals, and notifications, all through intuitive, no-code interactions.
The system offers visual deal management through Kanban boards, enabling users to track opportunities in a way that aligns with how they think and work. Integration with email platforms like Gmail and Microsoft 365 allows users to keep all their data in one centralized location, making FlowGrid a reliable back-end system for managing business operations.
Core Benefits and Applications
| Feature | Description |
|---|---|
| Lead Management | Capture leads via embedded forms, assign follow-up tasks, and track conversions through customizable pipeline stages. |
| Inventory Tracking | Create custom inventory objects to track products, stock levels, and supplier data. |
| Commission Tracking | Manage hierarchical sales structures with automatic commission calculations and immutable audit trails. |
| AI Chatbots | Embed AI chatbots for customer support, lead qualification, and FAQs, with conversations synced directly to FlowGrid. |
| Workflow Automation | Automate tasks, approvals, and notifications using natural language commands without coding. |
| Visual Pipeline | Drag-and-drop Kanban boards for intuitive deal tracking and task management. |
| Data Import | Import spreadsheets and let Nexus auto-map columns, detect relationships, and suggest calculated fields. |
| Field-Level Security | Encrypt sensitive data at the field level with granular permissions and full audit trails. |
FlowGrid is ideal for businesses of all sizes, especially those looking for a secure, flexible, and intelligent CRM solution that grows with them.
