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Simplify Complex CRM Processes

All the data you want in a single, editable grid. For any user, team, or custom process.

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Pipeline Management & Forecasting

Make it easy for your sales team to see and update pipeline in real-time. Deliver highly accurate forecasts, without spreadsheets. Your team spends more time selling, and less time clicking around.

Streamlined Lead to Cash Processes

Manage quotes, renewals and subscriptions 5x faster—and streamline any CPQ workflow. Edit and mass update quote lines directly in the opportunity, manage subscriptions from the accounts page, and more.

A True Customer 360 View

Arm your teams with the view they need to keep customers happy. See all your data across the customer lifecycle in one place. From sales hand-off to renewal, we’ve got you covered.

Essential CRM Functionality

The features you need to manage lots of CRM data

Inline Edit functionality

Inline Create, Edit, Clone, & Delete

See and update layers of information from a single screen, just like a spreadsheet. Save once.

Mass update

Mass Create, Update, & Delete

Save time and reduce clicks for each user with bulk actions and mass updates. No more clicking in and out of records.

Multi, Cross, & Custom Object Configuration

View, sort, and filter any data from any record in one, hierarchal view. Quickly configure your grid to display multiple objects—even unrelated and custom.

Conditional Formatting

Set predefined rules and color-coding to draw attention to your most urgent records for any user.

Ready to accelerate sales?

"In looking for a way to provide our users with an easier way to update records we came across GridBuddy. The functionality is awesome - we have grids embedded in page layouts so our users have less clicks to get things done! Less clicks equals less friction, less friction equals more updates, more updates equals data integrity! Well done GridBuddy! In addition, the support is phenomenal! I cannot say enough good things about this app and the people behind it!”

Nana Gregg,
VP Sr. Salesforce Admin at JLL.

AppBuddy
2019-04-16T05:48:46+00:00

Nana Gregg,
VP Sr. Salesforce Admin at JLL.

"In looking for a way to provide our users with an easier way to update records we came across GridBuddy. The functionality is awesome - we have grids embedded in page layouts so our users have less clicks to get things done! Less clicks equals less friction, less friction equals more updates, more updates equals data integrity! Well done GridBuddy! In addition, the support is phenomenal! I cannot say enough good things about this app and the people behind it!”
"I did not know how much I needed this until we purchased it. I accelerated the purchase in advance of our project roll-out so that I could implement a grid that solved a data visualization/management problem that was costing dozens of executive hours per month. It took me less than 10 minutes to set up the grid. I expect we'll have reduced time spent on the supported business process to decrease by 90%. For real"

Mark Brailsford,
Digital Marketing Manager at Intelsat.

AppBuddy
2019-04-16T05:51:51+00:00

Mark Brailsford,
Digital Marketing Manager at Intelsat.

"I did not know how much I needed this until we purchased it. I accelerated the purchase in advance of our project roll-out so that I could implement a grid that solved a data visualization/management problem that was costing dozens of executive hours per month. It took me less than 10 minutes to set up the grid. I expect we'll have reduced time spent on the supported business process to decrease by 90%. For real"
"We have complex objects with multiple record types, making it difficult to use the standard views for updating purposes. GridBuddy has resolved that issue completely."

Jacquelyn Monroy,
Project Manager at Epsilon

AppBuddy
2019-04-16T05:54:40+00:00

Jacquelyn Monroy,
Project Manager at Epsilon

"We have complex objects with multiple record types, making it difficult to use the standard views for updating purposes. GridBuddy has resolved that issue completely."
"If you want to accelerate the productivity of your sales team, you need AppBuddy. It provides a single easy-to-use interface for all your users."

Steven Cox,
Manager of Global Sales Tools Strategy, NetApp

AppBuddy
2018-08-07T19:23:05+00:00

Steven Cox,
Manager of Global Sales Tools Strategy, NetApp

"If you want to accelerate the productivity of your sales team, you need AppBuddy. It provides a single easy-to-use interface for all your users."