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Accelerate the Processes That Generate Revenue

Eliminate the endless back and forth required to manage critical lead-to-cash processes. Bring all the information you need to convert leads, close deals, and grow customers into a single screen in Salesforce.

Manage Hundreds of Sales Leads in a Single Screen

View and manage large lists of leads with multiple layers of related information in a single grid. Cross-reference leads against contacts, the use inline editing or mass update to add leads to a campaign, log a task, or change a stage, without ever leaving your CRM workspace.

Accelerate the Quote Process for Reps

Eliminate the hours spent clicking in and out of record detail pages — bring all the Opportunity and Account information you need to create a quote into one workspace. Inline edit and mass update dozens of quote or agreement line items from the same screen.

Stay on Top of Subscriptions & Renewals

Stop drilling down into closed opportunities to see active subscriptions. View and manage all subscriptions directly from the Account page. See accounts with upcoming renewals quickly, from a single screen.

AppBuddy – A Better Way to Manage Lead to Cash

Spend less time in your CRM, and more time selling.

Eliminate spreadsheets and endless customization.

Configure, adapt, and scale grids for any custom process, team, or user.

Keep your data securely where it lives — in your CRM!

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Spreadsheet-Like Features, Inside Salesforce

Conditional Formatting

Mass Update

Inline Editing

Multi-Object Support

Matrix-Style Reporting

The Proof

"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."

Manage CPQ with Greater Speed, Accuracy, and Complete Visibility.

Contact Us

Let us show you how AppBuddy can increase your team's productivity and your company's bottom line.