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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

GridBuddy Connect simplifies data management and workflow processes with an intuitive interface that combines multiple CRM objects into a single, editable view. The platform supports powerful features like real-time search, conditional formatting for important fields, and easy integration with CRM systems such as Salesforce, Microsoft Dynamics 365, and Zendesk. By organizing data in a tabbed workspace and allowing batch actions, GridBuddy Connect helps businesses optimize their processes, improve productivity, and streamline how teams manage customer data.

Description

Sum Buddy is designed for anyone who has ever held back from sending a spreadsheet due to concerns over its appearance or the possibility of hidden errors. We understand that dilemma; you aren't aiming to create an elaborate financial analysis but rather need to share a client list with your supervisor or a monthly budget with your significant other. Unfortunately, traditional spreadsheets can be quite unforgiving—attempting to add a border or bold a header can quickly turn the entire layout into a chaotic mess. As you drag a formula across cells, uncertainty creeps in: "Did I remember to include every row?" Thankfully, Sum Buddy alleviates that stress, serving as both your design collaborator and a quality control assistant in a single package, ensuring your spreadsheets appear polished and professional. With Sum Buddy, you can confidently present your data without the worry of aesthetics or accuracy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$4.99
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Validity

Founded

2018

Country

United States

Website

www.validity.com/gridbuddyconnect/

Vendor Details

Company Name

Phasar Labs

Founded

2025

Country

Canada

Website

www.sumbuddy.net

Product Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Alternatives

Alternatives