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
Bearing in mind companies have their own business-related needs, it is only reasonable they avoid going for an all-in-one, ”best” system. Having said that, it is futile to stumble on such a software product even among popular software solutions. The logical step to undertake can be to write down the various main factors which necessitate deliberation such as key features, packages, skill competence of staff members, business size, etc. Thereafter, you should perform the product research comprehensively. Go over some Gridle reviews and look over the other software systems in your list in detail. Such detailed research guarantees you drop unsuitable apps and subscribe to the system that meets all the function your company requires to achieve growth.
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 sensible to examine other subcategories of CRM Software gathered in our base of B2B software reviews.
Every enterprise has different wants and requires an application that can be personalized for their size, kind of employees and customers, and the specific industry they are in. For these reasons, no platform can offer perfect tools out-of-the-box. When you try to find a software app, first be sure what you require it for. Read some Gridle CRM Software reviews and ask yourself do you want basic functionality or do you want sophisticated functionality? Are there any industry-specific functionalities that you are searching for? Obtain the answers to these queries to help your search. There are multiple factors that you need to consider and these include your budget, particular business requirements, your company size, integration needs etc. Take your time, try out a few free trials, and finally choose the platform that presents all that you want to enhance your organization competence and productivity.
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 are aware that when you choose to get a CRM Software it’s important not only to see how professionals rank it in their reviews, but also to check if the real clients and enterprises that purchased this software are actually content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Gridle reviews across a vast range of social media sites. The data is then presented in an easy to digest way 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
Write your own review of this product
ADD A REVIEWMore reviews from 1 actual users:
Sort by:
Latest
- Latest
- Most useful
- Most positive
- Most negative
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.
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Gridle Alternatives
Top Competitors To Gridle By Price
Product name:
Price:
By quote
Trending CRM Software Reviews
Gridle Comparisons
Product name:
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
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?
