CRM & PrimeFlow
Drop live CRM cards onto a PrimeFlow canvas - Contact, Company, and Activity nodes with expansion, pinning, and real-time CRM data.
PrimeFlow is PrimeTask's visual canvas tool - a place to build mind maps, dependency diagrams, project plans, and creative brainstorms. When PrimeCRM is enabled, PrimeFlow gains 3 dedicated CRM node types that let you drop live, real-time-linked contact and company cards directly onto a canvas. Expand a contact node and you see their related activities, tasks, and companies as child nodes you can drag around independently. Pin the ones you want permanent, collapse the rest.
For PrimeFlow itself, see PrimeFlow Overview. For the PrimeFlow-side reference for these nodes, see PrimeFlow CRM Nodes and PrimeFlow CRM Expansion Nodes.
PrimeCRM is a Pro feature
PrimeFlow CRM nodes require a Pro license with CRM enabled. See License Settings.
What you can do
Drop Contact and Company nodes
onto any PrimeFlow canvas from the Node Library
See live CRM data
on each node - name, title, company, email, status, and more
Expand a Contact node
to spawn child nodes for its activities, tasks, and linked companies
Expand a Company node
to spawn child nodes for its contacts, activities, tasks, and related companies
Pin child nodes
to keep them visible even after collapsing the parent
Click through
from any CRM node to the entity's full detail page
Build relationship maps, sales canvases, and account planning boards
using live CRM data
How to add CRM nodes to a canvas
Step 1
Open any PrimeFlow canvas (new or existing)
Open the **Node Library**
the panel listing every node type
Step 3
Find the CRM category (visible when CRM is enabled in your Space)
Step 4
Drag a Contact or Company node onto the canvas
Step 5
Pick which contact or company from your CRM it should link to
Activity nodes are created differently - they're spawned via expansion of a parent contact or company node (see below).
Things worth knowing
The 3 CRM node types
| Node | What it represents | How to add it |
|---|---|---|
| Contact | A single person from your CRM | Drag from the Node Library |
| Company | An organisation from your CRM | Drag from the Node Library |
| Activity | A logged interaction (call, email, meeting, etc.) | Created via expansion of a parent Contact or Company node only |
Contact node - what it shows and what it can expand to
A Contact node shows the contact's name, title, company, email, phone, and priority - all pulled live from the CRM. If the contact hasn't been linked to a real CRM record yet, the node shows a warning.
Expansion options:
| Expand to | What you get |
|---|---|
| Activities | One Activity child node per logged interaction |
| Tasks | Child nodes for every CRM task linked to this contact |
| Companies | Child nodes for every company linked to this contact |
Each expansion control shows a count so you know how many items exist before you spawn them.
Company node - what it shows and what it can expand to
A Company node shows the company's name, industry, and status - live from the CRM.
Expansion options (one more than Contact):
| Expand to | What you get |
|---|---|
| Contacts | Child nodes for every person linked to this company |
| Activities | All activities logged against the company |
| Tasks | All CRM tasks linked to the company |
| Related Companies | Companies linked via the related-companies feature (competitor, partner, supplier, subsidiary, parent, etc.) |
The Related Companies expansion is unique to Company nodes - it lets you build a visual map of how organisations relate to each other (a parent company at the centre with its subsidiaries radiating out, for example).
Activity node - a leaf node
Activity nodes show the activity type, title, outcome, date, duration, linked contact, and linked company. They're not expandable - activities don't have nested entities to spawn. They're the deepest layer of the expansion hierarchy: Company → Contact → Activity is the end of the chain.
The pin system - keep child nodes visible
When you expand a Contact or Company node, the child nodes appear connected to the parent. By default, collapsing the parent removes the children - they're temporary visualisations of related data.
Pin any child node to make it permanent. Once pinned, the child stays on the canvas even after you collapse its parent. This lets you build hybrid layouts where some data is always visible and some is on-demand.
Use cases for pinning:
- Sales canvas - Company at the centre, key contacts pinned permanently, activity history shown only when reviewing
- Relationship map - one main contact pinned, key colleagues pinned, tasks shown on demand
- Project briefing - client company pinned, stakeholders pinned, pulling in tasks and activities live during a meeting
Live linking - what "live" means
CRM nodes are live-linked to the underlying CRM data:
- Edit the contact in CRM → the node updates the next time the canvas loads
- Add a new task to a contact → the expansion count updates
- Log a new activity against a company → it appears next time you expand Activities
- Delete a contact from CRM → the node shows a warning (the canvas doesn't auto-delete the node, so you know it was there)
You don't have to refresh the canvas manually - the live link is part of how nodes work.
Click behaviour on the canvas
Clicking a CRM node selects it on the canvas (for dragging, connecting, or arranging) - it does not automatically navigate to the CRM detail page. To reach the linked entity's full detail page, use expansion to drill down, or navigate from the CRM Dashboard, Contacts, Companies, or global search.
Isolated CRM context
CRM nodes work the same way regardless of Shared or Isolated CRM. The contacts and companies available in the picker depend on the active CRM context - if your Space is viewing a project's Isolated CRM, the picker offers project-scoped entities. See Shared vs Isolated CRM.
Common questions
"I want to build a visual customer map for a sales pitch."
Drop a Company node for the customer, expand Contacts to spawn their team, pin the key people, expand Related Companies to show subsidiaries or partners. Drag everything into a visual layout and save. The data stays live-linked to your CRM.
"I want to brainstorm follow-ups for a key account."
Drop a Company node, expand Activities to see what's been logged, expand Tasks to see what's open. Drop sticky notes around the company node for new ideas. Log actions in CRM as you decide - they appear on the canvas next time you expand.
"I want a relationship diagram for an enterprise customer."
Drop the parent company at the centre, expand Related Companies for subsidiaries, expand Contacts on each subsidiary for key people. Pin everything, connect nodes with PrimeFlow's edge tools. Use this canvas in stakeholder calls to navigate the organisational structure visually.
"Can I create a CRM contact from the canvas?"
No - CRM nodes link to existing contacts and companies. Create the contact first from the Contacts page or via Quick Add (&name), then add it to the canvas as a node.
Where to go next
| If you want to… | Read this |
|---|---|
| Learn PrimeFlow itself | PrimeFlow Overview |
| Use Contact, Company, and Activity nodes on a canvas | PrimeFlow CRM Nodes |
| Work with generated CRM expansion nodes | PrimeFlow CRM Expansion Nodes |
| Manage contacts that appear in nodes | Contacts |
| Manage companies that appear in nodes | Companies |
| Log activities that appear in expansion | Activities |
| Manage CRM tasks linked to contacts/companies | CRM Tasks |
| Use related companies for relationship mapping | Company Details |
| Return to the CRM hub | PrimeCRM Overview |