Your questions. Our honest answers.

No. Essential works entirely on its own — a complete client management tool, with the FlowNote^TM module, with no integration to install. Microsoft 365 becomes an asset only if you move to Connected.

An operating system for SMBs that brings together your clients, meetings and pipeline — and turns every exchange into action, with no retyping.

With Essential: you're up in minutes, connecting nothing. You move up to Connected or Strategic when your operation calls for it — with no re-migration.

No, FlowAxis replaces nothing. Essential works on its own, as your client management tool — no integration required. And if you live in Microsoft 365, Connected grafts onto it to bring Outlook, Teams, To-Do and OneNote closer to your operation.

Copilot helps you write and summarize. FlowAxis helps you execute: with one click, it creates tasks in To-Do, links meetings to the right records, prepares detected meetings. Copilot stops at the summary; FlowAxis turns the meeting into action.

FlowAxis works with standard Microsoft 365 Business licenses. The deep integration (Connected tier and up) uses Microsoft Graph. We confirm your exact setup during the demo.

Everything related to FlowAxis is hosted in Canada — your FlowAxis data never crosses the border. Your Microsoft 365 data stays wherever your Microsoft configuration places it; the exchanges between FlowAxis and Microsoft are anonymized and secured. And if you require full sovereignty, we can deploy FlowAxis directly inside your own tenant. See the architecture options.

Yes, natively. PIPEDA compliance is built into the design — Canadian hosting, access governance and traceability. No module to configure, no surcharge.

With Connected, the integration respects your existing Microsoft roles and permissions: no one accesses more than your permissions already allow. Your Microsoft 365 data stays governed by your Microsoft agreements.

Yes. Migrating your contacts, companies and opportunities is part of implementation — from HubSpot, Pipedrive or a CSV export. We preserve the history.

A few weeks to get started on Essential or Connected; up to a few months for a custom Strategic layer — never the 12 to 18 months of an ill-fitting big ERP.

Yes, training for your team is included in implementation. Since FlowAxis builds on the Microsoft tools your people already know, the learning curve is short.

Two subscriptions: Essential at $49 and Connected at $99 per user/month (annual rate). The Strategic (custom) layer is added by quote. See full pricing.

Rather than a self-serve trial, we offer a guided 30-minute demo in your context, followed by a supported pilot. You see FlowAxis on your real data before committing.

Yes: 15% off all plans for nonprofits. Tell us about your mission.