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GridBuddy for Salesforce CRM

GridBuddy for Salesforce CRM

Combine any data across multiple objects into a single view—create easily configure spreadsheet-like workspaces where anyone can quickly create, mass update, and delete records without clicking around multiple screens.

Complete Work 5 – 10 Times Faster

Reduce clicks and improve productivity for any Salesforce use case—including: Forecasting, Opportunity Management, Lead & Campaign Management, Customer Success, Case & Renewals Management, CPQ, Account Planning, and much more!

“This is how Salesforce SHOULD work!”

Easily configure grids and charts to enable your Salesforce users to manage all of the data they need from one screen, across multiple objects, with only the fields and records that are relevant for the task at hand.

Flexibility For Any User—And Any Process

Tailor your grids to match your custom business processes at enterprise scale for multiple user groups—quickly, inexpensively, and without coding. GridBuddy evolves with you as your business evolve.

Ready to streamline sales processes?

One Interface—Countless Benefits

The features you need to accelerate revenue

Inline Create, Edit, Clone, & Delete

See and update layers of information from a single screen with our easy to use and configure inline editing functionality.

Mass Create, Update, & Delete

Save time and reduce clicks for each user that manages your enterprise data with bulk actions and mass updates.

Multi-object & Cross-object Filters

Quickly sort and filter the exact information that you want to see from any records—even multi-object, cross object, unrelated, or custom objects.

Conditional Formatting

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

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