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Unified Client Management

Manage your clients from a single place to deliver superior experiences

One Place

One place for all your client's contacts, invoices, proposals, and everything in between.

More Context

Centralize communication with stakeholders while maintaining Total and Complete Context.

Gain Visibility

Take control by getting real-time reports and status for all of your clients.

Total & Complete Client Management

It gives you the ability to bring together all your contacts, Proposals, Invoices, Notes and Assets so you have everything you need in one place.

Manage Contacts

Working with multiple people on client side? Manage all of those contacts in one place.

Create Notes

Make sure you record everything that the client is saying. Add them in searchable notes.

Invoices

Dont ever search your mailbox to search for an invoice again. All of them are available in one place.

Proposals

All your proposals along with comments and statuses are available under one tab.

Set up Reminders

Create follow up or internal review reminders about clients so all your stakeholders are on the same page.

Statements

[Coming Soon] See your invoices and payment history ledger with a client in one tab.

Everything about Clients

  • Get started straight away by effortlessly managing your contacts with Gridle clients.
  • Never Search your email to find relevant invoices or proposals of clients.
  • Keep all your stakeholders on the same page by creating notes, setting up reminders.
Clients Details
Clients Dashboard

Manage Client side Contacts

  • If you are dealing with different people on client side, set up roles for them.
  • Create contact specific notes and reminders so you know who to speak with about what.
  • Mention their role so all your stakeholders know which contact is handling what.

Wait, there's more..

Small little things that just make ‘Using Gridle’, the best decision you will make this year!

Integrations

Integrate applications you already use to get notifications right within Gridle.

Bank Grade Security

Gridle offers 256 bit SSL encryption to all your data. In transit and at rest.

24*7 Support

Once done, you will wish every company had their customer support like we do.

Trusted by over 500 Clients Globally

Here's why our Customer's come-back!

Join 500+Agencies growing their Businesses with Gridle

Stop working like it's the 90s. Your Agency deserves Better!

Grow your Agency faster by building lasting relationships with your clients, through every step of the customer journey.

Check out our other features!

Sell more

Boost your Sales with the only CRM that aligns and Adapts to your Business needs.

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Realise Revenue

Free forever platform that allows you to craft beautiful invoices and get paid faster.

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Send Proposals

Close Sales faster. Create high-impact and beautiful proposals in minutes. Not hours.

Learn more