Keep your team more focused on growing your business than updating your data.

GridBuddy Connect is the data productivity platform that combines your data into an editable, spreadsheet-simple view so your team can get all of their insights in one place and engage confidently using the right data.

The simplicity of spreadsheets meets the strength of CRM.

Make updating your data “spreadsheet-simple”.

Save time capturing changes in your data by editing multiple records of different objects in seconds, all in one view.

Get all your insights in one place.

Discover previously hidden insights by combining data from separate systems into one reliable, centralized view.

Engage confidently using the right data.

Sell, support, and engage more effectively by having the right data at your fingertips.

Learn about all the features in GridBuddy Connect

Make updating your data “spreadsheet simple”.

No more wasting hours clicking back and forth between tabs and windows to update your data. Edit multiple records of different objects in seconds, all in one view to boost team productivity and make keeping your data up-to-date and accurate easier.

Update and work with data faster through:

In-line editable, spreadsheet-style grids: Update and view records from multiple objects in one view.

Conditional formatting: Alert users to data that needs their attention.

Expansive search function: Search 50x more records across your entire dataset, not just the page you’re on.

Record grouping. Group records by specific field values to easily organize and sort your data.

Get all your insights in one place.

When you can’t access all of your data in one spot, you get a skewed view of reality. Combine data from separate systems into one grid to get a complete view of your data. Discover previously hidden insights and regain time wasted manually combining exported reports from different systems.

Centralize your data through:

Salesforce & Microsoft Dynamics 365 connectors: Connect your Salesforce and Microsoft Dynamics 365 CRM across multiple Orgs.

Zendesk connector: Bring your customer data from Zendesk into the same view as your CRM data.

In-line editable, multi-object reports: Use grids as more flexible, informative reports.

Forecast view: Organize your deals by status and expected close date to view forecasted revenue summaries.

Engage confidently using the right data.

Provide a frictionless customer journey and set your team up for success with job-specific, custom-fit workspaces. Give your team the ability to quickly reference the crucial information they need to sell, support, and engage more effectively.

Have the right information at your fingertips with:

Tabbed workspaces: A single, tabbed view that combines the grids your team needs to do their specific jobs.

In-line editable multi-object grids: Access the records you need across multiple objects in one view.

Grid search: Search 50x more records across your entire dataset, not just the page you’re on.

Cross object filtering: Access a more precise and concentrated view of your data that brings the right data to your user’s attention.

 

“GridBuddy Connect makes it really easy for our team to update all their information quickly. Because it’s easy and it’s fast, they’re more likely to keep their opportunity data up to date, which keeps our forecasts accurate.”

Connect your data to make better connections with your customers.

See for yourself how GridBuddy Connect keeps your team more focused on growing your business than updating your data.

“GridBuddy Connect makes it really easy for our team to update all their information quickly. Because it’s easy and it’s fast, they’re more likely to keep their opportunity data up to date, which keeps our forecasts accurate.”

Connect your data to make better connections with your customers

See for yourself how GridBuddy Connect keeps your team more focused on growing your business than updating your data.

GridBuddy Connect Features

GridBuddy Connect Features

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