# 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.