RowFold

Personal CRM Software

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This software provides a customizable, relational database platform designed to model, automate, and visualize business operations across various industries such as property management, sales, recruiting, wholesale, and service providers. Its key features include the ability to describe workflows through natural language, import and analyze existing data like CSV and Excel files, establish interconnected tables with relations and lookups, generate multiple views such as grids, calendars, maps, and Gantt charts, and automate tasks triggered by record updates or schedules, all within a single integrated workspace. It addresses problems related to disconnected systems, messy data, manual workflows, and unorganized communication by centralizing information, enabling real-time reporting, automating routine processes, and providing a clear, live view of operational status tailored for business owners.

RowFold can be found in Personal CRM Software categories.

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RowFold Main Features

• Automations
  You can set automatic actions triggered by record changes or schedules, like sending notifications, updating records, or calling web services.
• Import Data
  You can upload your existing files like CSV or Excel, and the system finds connections between your data.
• Multiple Views
  You can see your data as a grid, board, gallery, calendar, timeline, or map, and turn records into reports and dashboards.
• Notified Staff
  Your team members get notified about new records and updates through in-app alerts and email.
• Build It With AI
  You can describe what you do, and the system will automatically build tables, links, views, dashboards, and automations for your business.
• Connected Database
  All your data, workflows, reports, and answers are stored in one connected database that you can see and change.
• Automated Workflows
  When a deal is closed, the system can automatically start related tasks like onboarding and notify the right people.
• Model Your Business
  You can create relations, lookups, nested records, and a visual map to show how everything in your business fits together.
• Customized Front Door
  Your forms and communication look your business branding, with your logo, colors, and custom thank-you pages.
• Single Connected Layer
  All the data, workflows, and reports stay in one place, not in separate tools or dashboards.
• Live Data and Re-Checks
  All figures and charts are updated live, and you can inspect queries to see the real data behind every answer.
• Review Before Going Live
  You can check and change tables, field types, and links before launching your system.
• Pre-built Business Models
  Examples include sales CRM, inventory management, client management, property management, recruiting, wholesale food, and fitness studios, each with linked tables and dashboards.
• Forms and Email Integration
  You can create forms that anyone can fill out, which automatically create records and keep conversations in one thread.
• Start with a Template or Describe Your Operation
  You can use ready-made templates or describe your business, and the system will build a custom setup for you.

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