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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
No images available
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