Gridle Review
What is Gridle?
Gridle is a client lifecycle management software ideal for freelancers and agencies. The software sees you through the entire lifecycle of client management, from leads, proposals, project management, client support, invoicing, to revenue realization. In one central location, you’ll be able to access every client interaction, allowing you to see both bottlenecks and growth drivers ahead.
Some of its top features are lead management, workflow management, pre-defined templates for contracts and proposals, and real-time reports and statuses. It also integrates with online payment gateways to provide a convenient and quick channel for clients to clear dues.
Gridle’s cost-effective features allow you to increase sales, reduce the turnaround period, and get paid on time. The platform doesn’t require recurring fees. Instead, you only pay a one-time fee and get lifetime access to its features. Three scalable plans are available for freelancers, solopreneurs, small agencies, and even larger agencies.
Show MoreOverview of Gridle Benefits
Unified platform
Gridle offers a single, unified client management platform where all decision-makers can collaborate and work together. The system acts as a unified location for all your materials and information. Ranging from documents, schedules, and tasks, Gridle brings everything together including your teams so that everyone is on the same page and on the same track.
Client portal
Gridle has a dedicated client portal for a smooth client onboarding process. This is also where you and your clients can share folders and files, offer updates, and maintain project transparency.
Transparent sales pipeline
Gridle lets you set up processes and manage workflows so everyone in your team knows what to do next. Access to real-time statuses and reports also give you more visibility and insights to leverage strategies in closing deals. The platform’s Sales Pipeline also helps you ensure you don’t miss any opportunity by showing you all items that need your attention.
Impactful proposals
The platform offers pre-defined templates and items so you can quickly create proposals and contracts. You can also reduce turnaround times and eliminate repetitive work by simply copying and reusing your templates for similar use cases. It also has a rich, intuitive HTML editor to give you freedom in customizing your proposals.
Show MoreOverview of Gridle Features
- Email Integration
- Custom Fields
- Activity Log
- Statistics
- Lead Management
- Kanban View
- Reminders
- Notes
- Merge Fields
- Email Tracking
- View Tracking
- Credit Notes
- Items
- Payment Gateways
- Import & Export
What Problems Will Gridle Solve?
For Agencies (IT service, Digital Marketing, Design, etc.) and freelancers, they have to use at least 5 different platforms to manage their clients. They use:
- Sales CRM for their mail and call based outreach,
- Contract Management Solution for their proposals, contracts, and estimates,
- Project Management for working on projects that they close,
- Support solution for managing tickets and change requests, and
- Invoicing software for realizing revenues.
These firms earn money by the hour from their clients and about 80% of their cash-outflow happens on the salaries of their employees. Over 28 man-hours/month is spent in juggling between tools and platforms by employees of these firms. This means that these companies are 10% less productive then they should be.
Gridle is solving that issue by offering a complete client lifecycle to agencies and freelancers. Hence, they can manage all the leads, customers, proposals, invoices, and payments under a single roof. They also get a dashboard and analytics to check business performance. In addition to that, Gridle is offering customizations over the product according to client requirements. The benefits of using Gridle are that it is convenient for teams, gives freedom from multiple tools and ends up costing less. It helps agencies and freelancers to manage their business efficiently.
Gridle Position In Our Categories
Knowing that businesses have particular business demands, it is only wise they avoid choosing an all-in-one, ideal system. Still, it would be hard to find such an app even among widely used software solutions. The efficient step to do is to note down the several vital aspects which call for a analysis including major features, price plans, technical skill capability of staff, business size, etc. The second step is, you should conduct your research thoroughly. Have a look at some Gridle evaluations and explore each of the software programs in your shortlist in detail. Such comprehensive research guarantee you take out unsuitable applications and select the one that offers all the aspects your company requires for optimal results.
Position of Gridle in our main categories:
TOP
200
Gridle is one of the top 200 CRM Software products
If you are considering Gridle it might also be beneficial to examine other subcategories of CRM Software listed in our database of B2B software reviews.
Every company is different, and might call for a particular type of CRM Software solution that will be fit for their company size, type of clients and employees and even specific industry they cater to. You should not count on locating a perfect software that will be suitable for every company no matter what their background is. It may be a good idea to read a few Gridle CRM Software reviews first and even then you should pay attention to what the software is supposed to do for your business and your employees. Do you require an easy and straightforward service with only elementary functions? Will you actually use the complex tools needed by pros and large enterprises? Are there any specific tools that are especially useful for the industry you operate in? If you ask yourself these questions it is going to be much easier to get a trustworthy software that will match your budget.
How Much Does Gridle Cost?
Gridle Pricing Plans:
Free Trial
Basic
$11/user/month
Plus
$23/user/month
Pro
$59/user/month
What are Gridle pricing details?
Gridle Pricing Plans:
Free Trial
Basic
$11/user/month
Plus
$23/user/month
Pro
$59/user/month
Gridle is offering three plans Basic, Plus and Pro. Give the details a look and select your plan:
Basic: $11/month or $9/month (Billed Annually)
Ideal for Solopreneurs & Freelancers who work on their own terms!
- Sales Pipeline
- Invoices & Proposals
- Online Payment Collection
- Custom Branding
- Client Portal
- 1 User Account
Plus: $23/month or $19/month (Billed Annually)
Great for Agencies that handle multiple clients and are looking to grow!
- Sales Pipeline
- Invoices & Proposals
- Online Payment Collection
- Custom Branding
- Client Portal
- 3 User Accounts
Pro: $59/month or $49/month (Billed Annually)
Perfect for Large Agencies with Multiple Teams, Locations, and Clients!
- Sales Pipeline
- Invoices & Proposals
- Online Payment Collection
- Custom Branding
- Client Portal
- 10 User Accounts
User Satisfaction
Positive Social Media Mentions
4
Negative Social Media Mentions
0
We know that when you make a decision to purchase a CRM Software it’s vital not only to find out how experts score it in their reviews, but also to discover if the actual people and enterprises that use these solutions are genuinely content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Gridle reviews across a wide range of social media sites. The information is then featured in a simple to digest format indicating how many people had positive and negative experience with Gridle. With that information available you will be equipped to make an informed business choice that you won’t regret.
Video
Screenshots
Technical details
Devices Supported
- Windows
- Linux
- Mac
- Web-based
Deployment
- Cloud Hosted
- On Premise
Language Support
- English
Pricing Model
- Free
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Gridle?
Gridle integrates with the following business systems and applications:
- Zapier (You can connect with thousands of web apps through Zapier)
- InstaMojo
- Stripe Checkout
- Paypal
- Braintree
- Authorize.net AIM
- 30 more
Gridle User Reviews
Gridle average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
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ADD A REVIEWMore reviews from 1 actual users:
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Great software; simple and convenient with amazing customer service!
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 20.03.2021
Company Size: 11-50 Employees
Industry: Legal Services
PROS: This software compares to many of today's top apps but is very intuitive and simple.
CONS: Some additional tools to monitor and control productivity.
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Gridle user reviews
Great software; simple and convenient with amazing customer service!
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 20.03.2021
Company Size: 11-50 Employees
Industry: Legal Services
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