★ Operational intelligence, finally

Work is relational. Most software isn't.

RowFold is the operating system for relational work — your customers, projects, contracts, teams, and decisions in one connected graph. So your people, your reports, and your AI all reason about the same reality.

Connected from day one AI that reasons across your business No credit card · 14-day Pro trial
Used by relational teams at
The thesis

AI without relationships is just autocomplete.

Every workspace tool now claims to have AI. But AI can only reason about what your system already understands. If your data is a pile of disconnected rows, docs, and boards, the AI on top can summarize text and generate filler — nothing more.

In disconnected tools
"Summarize this page."
  • · Rewrites text on one row
  • · Suggests a name for a project
  • · Drafts an email
  • · Cannot reason across customers, deals, teams, or time
In RowFold
"Which accounts are at risk?"
  • ✓ Traverses Company → Deals → Activities
  • ✓ Notices ticket volume vs activity drop
  • ✓ Spots blocked projects on overloaded teams
  • ✓ Names specific records, with the reasoning shown

The graph is the moat. Reporting, permissions, AI, and organizational memory — they all work better when the system understands how your business actually fits together.

Why RowFold

Six shifts that make spreadsheet-thinking obsolete.

Most table tools copy the grid and the kanban. RowFold rebuilt the layer underneath — the operational graph where your customers, projects, decisions, and history actually live.

01 / The graph

Your company as one connected system.

Customers link to deals, deals to activities, activities to teams, teams to objectives. Hop forward or back through any number of relations — because that's how the business actually works. Auto-inverse fields on both sides; no schema bloat.

multi-hop · auto-inverse · per-side cardinality
02 / Operational memory

Reports that traverse the graph.

Build columns that hop through tables. "Average activity duration on deals owned by people in Sales" is four clicks, not a spreadsheet of pivots. The system understands the path, not just the columns.

hops · cross-table aggregations · formulas
03 / Living KPIs

Filtered summaries, live on every row.

"Total pipeline" is one column. "Closed-won pipeline over $50k this quarter" is another. Same data, different filter — both live on the parent record, both show in every report and AI answer.

count · sum · avg · filtered
04 / Graph-aware permissions

Visibility down to the field.

Four roles set the baseline. Per-table overrides narrow it. Per-field "hidden" makes salary or SSN literally invisible — no leaks through lookup, report, search, or AI. Sales and Finance share one workspace, not two.

role × table × field · enterprise-ready
05 / Records inside records

An order, with its line items, on one screen.

Line items belong to an order. Serial numbers belong to a line item. So build them there — an editable grid inside the parent record, nested as deep as the work really nests. Add rows, don't hunt for existing ones. Totals roll up. Delete the order and its lines go with it; restore it and they come back.

nested grids · rolled-up totals · cascade & restore
06 / Automations that touch reality

Dispatch a part, watch stock fall.

Rules that follow a relation and do arithmetic on the record at the other end: when a dispatch is created, take the dispatched quantity off that part's stock. The maths happens in the database in one operation, so simultaneous dispatches can't overwrite each other's totals — and a guard fails the run rather than writing negative stock.

follow a link · increment/decrement · safe under load
Integrations

Already talks to 46 of your systems.

Across 15 categories — CRM, accounting, e-commerce, support, storage, calendars and more. Everything they bring in lands in the same graph as the rest of your work.

QO QuickBooks Online XE Xero CA Calendly FL FlexBooker GC Google Calendar OU Outlook HU HubSpot PI Pipedrive SA Salesforce GI GitHub MA Mailchimp PO Postmark RE Resend SE SendGrid AN Anthropic EV Eventbrite OP OpenAI BO Box DO DocuSign DR Dropbox GD Google Drive ON OneDrive JO Jotform TA Tally
The work

Built for relational thinking, end to end.

Everything you'd expect from a modern table tool — plus the moves that come from treating relationships as the point, not an afterthought.

See your whole workspace at once.

The schema graph draws every table and every link as it's defined. Draggable, zoomable, with relation labels and cardinality markers right on the edges.

Onboarding new teammates? Send them to the graph first.

SCHEMA GRAPH · DRAG-TO-LAY-OUT · ONE-CLICK TO TABLE
Table🏢 Companies
Table💼 Deals
Table👤 Contacts
Table📞 Activities

Reports that hop, not just join.

A column is a chain of hops through the graph. Pick a base table, follow relations forward or pull records backward, aggregate the set, terminate with a field — any number of hops in one breadcrumb builder. A live complexity meter warns when a chain is getting expensive; it never blocks you.

The "average activity duration on deals in Manufacturing companies" example takes 4 clicks.

FORWARD ↔ BACK · ANY DEPTH · GROUP BY ANY COLUMN
🏢 Companies · ← from Deals via Company · ← from Activities via Deal · Σ Avg of duration
IndustryAvg activity duration# Activities
Manufacturing54 min38
SaaS32 min62
Fintech71 min24

Summary fields, with filters.

Count, sum, or average linked records — and narrow the set with the same operator vocabulary you use everywhere else. The cell shows the filtered total; hover for the explanation in plain English.

Different filter, same field — one for "all", one for "won", one for "won > $50k". No formulas required.

COUNT · SUM · AVG · WHERE
Company Open deals # Pipeline $ Σ Won pipeline Σ ⫻
Northwind Logistics3$480k$180k
Vellum Bank2$515k$0
Helio Health2$152k$120k
Quartz Analytics1$64k$64k
Won pipeline = Σ Amount across Deals where Stage is "Closed Won"

Permissions down to the field.

Four roles, table overrides, and a "Hidden" option that means literally invisible — not just blank. Hidden fields drop out of grids, lookups, reports, summaries, and search.

Sales sees the deal but not the discount column. Finance sees both. Nobody has to remember which view.

ROLE × TABLE × FIELD · PREVIEW-AS-PERSON
Ada Chen · Editor
TableAccessField overrides
CompaniesFull
DealsFullDiscount: hidden
CompensationNo access
ContactsRead only

Filter any grid with AND or OR logic.

Stack as many conditions as you need — then toggle the whole set between "all must match" and "any can match" with one click. Every operator you'd expect: equals, contains, is empty, is before, is one of, and more, across every field type.

Connect any two records on the fly — no schema change required. One-off links live on the record detail page alongside your structured Relation fields.

AND / OR TOGGLE · 18 OPERATORS · AD-HOC RECORD LINKS
Filters OR any match
Stage is Closed Won
Pipeline is greater than $50,000
Close date is within 30 days
3 active filters · showing 14 of 84 records
Pricing

Simple per-seat pricing. No relations limit.

Every tier includes unlimited tables and unlimited relations. We don't meter the things that make the product valuable.

Trial
For one person figuring it out.
$014 days
No card required
  • Unlimited tables & records
  • Multi-hop relations & reports
  • Filtered summary fields
  • Auto-inverse fields
  • Schema graph
  • CSV import & export
  • Community support
Business
For orgs that care who sees what.
$24/ seat / mo
billed yearly · $30 monthly
  • Everything in Pro
  • 4 roles & field-level permissions
  • "Preview as person" auditing
  • Audit log of every change
  • Free dedicated import sprint
  • SSO & SCIM — on the roadmap
  • Uptime SLAs — on the roadmap
Enterprise
For regulated environments & large fleets.
Custom
annual contract
  • Everything in Business
  • Dedicated VPC / on-prem option
  • Custom data residency
  • Solution architect & CSM
  • Custom integrations
  • SOC 2 Type II — in progress
  • HIPAA readiness — on the roadmap
Compare

How we stack up against the productivity tools.

Airtable thinks in tables. Monday thinks in boards. Notion thinks in docs. None of them think in graphs — which is why their AI hits a ceiling and their reports stop at one hop.

RowFoldRELATIONAL · MODERN AirtableCLASSIC SPREADSHEET-DB SmartsheetPROJECT-FIRST NotionDOC-FIRST CodaDOC + TABLE
Relations
Multi-hop reports (3+ hops) no depth limit1 hop1 hopvia formulas
Auto-inverse fields on both sides
Per-side cardinality (one/many)field-level onlyall manyall many
Schema graph visualization drag & zoomERD add-on
Reporting
Hop-based report columns forward + backvia formulas
Filtered aggregations on summary fieldsconditional rollup
Cross-table formulaslookup-then-formula
Permissions & safety
Field-level permissions+ Hidden modeenterprise onlycolumn lockingview-level
Soft-delete + per-workspace trashsnapshot onlyrecycle bin
"Preview as" any teammate
AI
AI workspace generation describes & buildsAI Co-BuilderAI assistantCoda AI
Ask your data (AI answers, record citations)paid AI add-on
Pricing (per seat, billed yearly)
Pro tier starting price$12$20$9$10$10
Business tier with field perms$24$45+$25$18$30
All facts last verified May 2026. Competitor names, marks & pricing belong to their respective owners. Where features exist behind paid add-ons or higher tiers, we mark "partial."
★ The other comparison people ask about

And against the enterprise giants?

Salesforce, NetSuite, and Oracle are infrastructure for the Fortune 500. For the 30-person agency, the 80-person DTC brand, the 200-person services firm, they're an overpriced, partner-implemented, configuration-heavy tax. We're the right-sized graph database your operations actually needs.

i
Honesty up front. We do not claim feature parity with Salesforce Sales Cloud, NetSuite OneWorld, or Oracle Fusion. They are deeper in industry-specific clouds, regulated compliance (FedRAMP, FINRA), and decades of pre-built business processes like CPQ and multi-entity GAAP close. If you are a Fortune 1000 with a $1M+ ERP budget, they are the right answer. Everyone else — read on.
RowFoldRELATIONAL · MODERN SalesforceSALES CLOUD NetSuiteCLOUD ERP HubSpotCRM SUITE
Speed & cost — the right-sized argument
Time to first working CRM / ERP1 afternoon3–6 months · SOW6+ months · SOW1–2 weeks
Implementation partner required neveralmost alwaysyes usually no
Starting price per seat (Pro tier)$12$25 → $330+$99+ (+ platform base)$50 → $150
Free trial, no credit card 14 days30 dayssales call free tier
Modeling & customization
Schema graph view (see relations)drag & zoomSchema Builder
Customize without a consultantFlow / ApexSuiteScript req'dlimited
Generate a workspace from a descriptionAI builds the schema
AI that reasons over your full graph✓ no extra costEinstein add-onAnalytics WarehouseBreeze add-on
Field-level permissions + Hidden modeEnterprise
Where they (honestly) win
Industry clouds (Financial, Health, Manuf.)build itdeepdeepverticals
Pre-built quote-to-cash / CPQbuild itSF CPQnativeQuotes
GAAP-compliant multi-entity closenonoOneWorldno
FedRAMP / FINRA / regulated industrieson roadmapGov Cloud Govno
Partner / consultant ecosystemsmall & new150K+largemid-size
F500 reference customersSMB & mid-marketmost of themdeeplimited
Data ownership
Native SQL dump export (Postgres-compatible)on roadmap3rd-party toolSuiteAnalyticspaid add-on
CSV import & export, every tierdata loaderSuiteAnalytics
Pricing reflects publicly listed list rates as of May 2026; enterprise customers commonly negotiate. We mark "build it" where RowFold has the primitives but ships no pre-built solution. For Fortune 1000-scale finance, regulated industries, or industry-specific clouds (Financial Services, Health, Manufacturing), the named vendors remain the better fit. For everyone else — that's why we built this.
Use cases

The systems people build here, this week.

Three of the most common shapes — each starts from a real, populated template. Open one, rename it, and you're 80% of the way to your team's working system before the kickoff call would have ended.

🎯
Replaces Salesforce Essentials · HubSpot Starter · Pipedrive

Sales CRM.

Companies, deals, contacts, and activity history — properly relational. Pipeline by stage, ARR rollups by account, owner-of-record on every record. Stops being a list and starts being a system.

What's in it
  • 4 tables: Companies → Deals → Contacts → Activities
  • Deal pipeline kanban + ARR rollup per company
  • Owner field on every record, with "preview as" any teammate
  • Auto-audit log of every stage change
  • Suggested automations: notify on Closed Won, remind 7d before close
Setup time
~1 hour
Per seat / mo
$165 $15
Start from Acme Sales CRM
Heavy SFDC users on Lightning, Service Cloud, or CPQ should stay where they are — that surface area is years away.
📦
Replaces NetSuite SuiteStart · Cin7 Lite · Skubana

Inventory & orders.

Products tied to suppliers, warehouses, and purchase orders. Stock rolls up across locations. Reorder thresholds fire automatically. The whole physical side of your business as one connected graph.

What's in it
  • 5 tables: Products · Suppliers · Warehouses · POs · Stock moves
  • On-hand stock rollup across warehouses, with low-stock badges
  • Lead-time lookup from supplier onto every product
  • Purchase order form with line items + total
  • Suggested automation: reorder when stock dips below threshold
Setup time
~1 afternoon
Base / mo
$2,500 $0
Start from Brightleaf Supply
If you need GAAP-compliant multi-entity consolidation or revenue recognition under ASC 606, you still want NetSuite.
⚙️
Replaces Monday + HubSpot + QuickBooks stitched together

Agency operations.

Clients, projects, tasks, time entries, and invoices in one workspace. Billable hours roll up per matter. Margin per client becomes a number you can see instead of one your CFO assembles by hand.

What's in it
  • 5 tables: Clients · Matters · Time entries · Invoices · Team
  • Hours + billable amount rollups per matter and per client
  • Status board for every active matter
  • Rate card lookup from client onto every time entry
  • Suggested automation: notify lead attorney when matter goes Active
Setup time
~2 hours
Stack cost / mo
$420 $48
Start from Velocity Legal
Doesn't replace your accounting system of record — exports clean to QuickBooks / Xero via CSV.
Or describe your own
Don't see your shape? Tell the AI what you're tracking and watch it build the relational schema in front of you.
Try AI generation →
What teams are saying

The first table tool that doesn't lie about your data shape.

"

We were maintaining four parallel sheets just to fake what RowFold does in one workspace. The schema graph alone paid for it.

MP
Marisol Park
VP Operations · Northwind Logistics
"

The filtered summaries are the move. "Closed-pipeline-this-quarter" is one column on every Company record, not a saved view I have to remember.

HC
Henrik Calvert
Head of Revenue Ops · Vellum Bank
"

Field-level Hidden is the feature I never knew I needed. Finance and Sales finally share a workspace without us building two parallel ones.

IC
Imani Cross
Head of Data · Quartz Analytics
FAQ

Common questions, plainly answered.

Can I migrate from Airtable / Smartsheet / Notion?

Yes. Our CSV importer detects relations from foreign-key-style columns automatically. For larger migrations we offer a free dedicated import sprint on Business and above.

How deep can a hop chain go?

As deep as your schema. Each step in a report column follows one relation — forward (this row links to another) or back (others link to this). There's no hard depth limit; the builder shows a live complexity meter that turns amber and then red as your chain grows, so you can see when it's getting expensive without ever being blocked. Most useful chains stay between 1 and 4 hops, but if your business genuinely needs 7 hops, we let you have 7 hops.

Can I connect records without changing the schema?

Yes — the Relationships page lets you draw a one-off link between any two records in your workspace. Pick the starting record, name the connection (e.g. linked_invoice), pick the target, done. These ad-hoc links show up on both record detail pages alongside your structured Relation fields. Use them for the occasional cross-workspace connection that doesn't justify a new Relation field on the table.

How does AI billing work?

Every plan includes AI usage in-tier — no per-token surprise charges and no metered "AI runs" to count. Abusive automated use may be rate-limited; that's the whole policy.

Is there a data export?

Always. JSON export of the full schema + data and CSV per table work on every tier today. A SQL dump (PostgreSQL-compatible) is on the roadmap for Business and above. Your data is yours, at any tier.

Does RowFold integrate with Slack / Gmail / Calendar?

Not yet — and we won't pretend otherwise. Integrations and automations are next on the roadmap, built on the same relational core. Today, CSV import and export work on every table, so your data moves in and out freely.

Is there a REST API?

A JSON API powers the app itself (records, search, AI ask), and every record has a stable UUID. A documented public REST API is on the roadmap; until it ships, we'd rather you not build on an unstable surface.

What about backup & uptime?

Every workspace lives in a managed, regularly backed-up database, and you can export your full schema + data at any time. We target high availability, but we don't sell formal uptime SLAs yet — contractual SLAs with credits arrive with the Business tier, once our track record has earned them.

Stop bolting AI onto disconnected data.

Your customers, projects, contracts, and teams already work as one system. Your software should too. 14-day Pro trial. No credit card. Bring your CSVs, your Airtable export, or just a sketch of how your business runs.

Start free → Book a 20-min demo