MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES
Share
Tweet
Share

Gridle Review

Gridle
Our score: 8.0 User satisfaction: 100%

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.

Overview 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.

Overview 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

Since businesses have their own business wants, it is rational that they steer clear of getting a one-size-fits-all, ideal business program. Regardless, it is difficult to stumble on such a software system even among widely used software products. The sensible step to do would be to set down the various key aspects that call for a careful thought like key features, costing, technical skill ability of the users, company size, etc. Then, you should perform the research systematically. Browse over some Gridle analyses and check out the other applications in your shortlist more closely. Such detailed research ensure you avoid ill-fitting apps and buy the one that offers all the features your business requires to be successful.

Position of Gridle in our main categories:

TOP 200

Gridle is one of the top 200 CRM Software products

There are well-liked and widely used solutions in each software group. But are they essentially the best fit for your organization’s special needs? A popular software product may have thousands of users, but does it present what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Gridle CRM Software reviews and think about the aspects that you want in the software such as the cost, main features, available integrations etc. Then, select a few apps that fit your needs. Check out the free trials of these products, read online opinions, get clarifications from the vendor, and do your investigation meticulously. This in-depth research is certain to help you find the most excellent software application for your company’s special requirements.

How Much Does Gridle Cost?

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 realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Gridle reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Gridle. With that information at hand you should be equipped to make an informed buying decision 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?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Gridle Alternatives

Top Competitors To Gridle By Price

Trending CRM Software Reviews

Product name:
Score:
Satisfaction:
8.5
N/A
9.0
N/A

Gridle Comparisons

Gridle user reviews

Great software; simple and convenient with amazing customer service!

Read full review >
Javier Mayora
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.01.2019 Company Size: 11-50 Employees Industry: Legal Services

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

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 average rating:

Average score
5/5 (1 user reviews)
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 REVIEW

The most favorable review

Javier Mayora

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.

Reviewed 1 year ago

Read full review >

The least favorable review

Javier Mayora

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.

Reviewed 1 year ago

Read full review >

More 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 >
Javier Mayora
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.01.2019 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.

What do you think about this review? Great Poor
women man women man man women

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 email

Sign in with company email

Reviewed By Nestor Gilbert
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
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.