GridMate

What Is GridMate?

GridMate is a Salesforce-native productivity platform that extends Salesforce capabilities through 32 Lightning components. It enhances existing workflows with configurable, no-code tools that reduce manual effort and simplify everyday tasks. Organizations can use the platform to edit records in bulk, visualize business data through interactive grids and dashboards, and manage files or calendars directly within Salesforce.

The platform supports both standard and custom objects, allowing administrators to configure components without extensive development. Because it operates natively within Salesforce, business data remains in the existing Salesforce environment. GridMate is well suited for public sector agencies, commercial organizations, and enterprises seeking to improve Salesforce adoption and operational efficiency.

What Is GridMate Best For?

GridMate is best known for its ‘Record Cards’ component, which displays related Salesforce records as customizable cards containing key fields and actions. It supports both direct and multi-level related objects, giving users access to important business information without navigating multiple pages. This makes the feature particularly useful for sales and account management teams working with complex Salesforce relationships. Organizations can tailor card layouts, display modes, and quick actions to match their workflows, helping users spend less time searching for information and more time completing tasks efficiently.

How Much Does GridMate Cost?

GridMate cost starts at $15/month for the ‘Standard’ tier, which includes access to all 32 components. The vendor also offers a ‘Discounted’ tier with 50% off for non-profit organizations with up to 10 licenses.

A Large Volume plan is also available for organizations requiring more seats. The platform offers a free trial.

In addition to the base subscription costs, organizations should account for the following potential expenses:

• Implementation And Configuration: Can cost around $500–$3,000 for SMBs; $3,000–$15,000 for complex enterprise deployments
• Salesforce Customization And Component Setup: Can fall anywhere between $1,000 to $10,000, depending on the number of objects, layouts, and workflows being configured
• Admin And End-User Training: Estimated to be around $500–$5,000
• Salesforce Integrations And Custom Development: Can fall around $2,000–$15,000, depending on the complexity of APIs, automations, and third-party system integrations

Disclaimer: The pricing is subject to change.

GridMate Integrations

The software supports integration with multiple systems and platforms, such as:

• Google Drive
• Microsoft SharePoint
• Dropbox
• Amazon S3
• Box software

How Does GridMate Work?

Here's how you can get started with the software:

• Install the GridMate managed package into a Salesforce org from the AppExchange listing
• Configure component visibility on Lightning pages using custom permissions in the Lightning App Builder
• Set up individual components, such as a grid, calendar, or Kanban board, using the built-in Configuration Wizard
• Define field sets, display fields, and quick actions for each component to match the object and workflow it will support
• Connect external file storage, such as Google Drive, Dropbox, or Amazon S3, through the File Connect feature where needed
• Use components day-to-day to edit records inline, run bulk actions, or track work through boards, timelines, and calendars
• Review data through ‘Pivot Grid’ or ‘Report Table’ components for ongoing reporting and analysis

Who Is GridMate For?

GridMate serves a wide range of industries and sectors, including:

• Manufacturing
• Non-profit
• Retail
• Healthcare
• Real estate

GridMate Use Cases

Based on our analysis of GridMate features, we have identified key scenarios where this software is a good fit for Salesforce-using organizations:

1. Sales Teams Managing Accounts With More Related Contacts Than Salesforce Displays

Sales and account management teams handling large customer accounts often struggle with Salesforce’s default related list limits. They may export records or open contacts individually to review complete information. GridMate’s ‘Related List Grid’ expands the view to multiple contacts per account page. Reps can also update contact fields and track outreach without leaving the Salesforce record.

2. Field Service And Logistics Teams Coordinating Schedules Across Multiple Technicians

Operations teams managing daily technician or driver assignments often lack a clear view of resource availability. Standard Salesforce calendars can make scheduling across multiple jobs difficult. GridMate’s ‘Multi Calendar’ component displays schedules by technician or resource in a row-based format. Dispatchers can drag, drop, filter, and reschedule jobs without opening individual activity records.

3. Finance And Operations Teams Moving Reporting Workflows From Spreadsheets Into Salesforce

Finance and operations teams tracking pipeline, expenses, or project updates in spreadsheets often manage disconnected data sources. This creates additional reconciliation work between Salesforce and external files. GridMate’s ‘Pivot Grid’ and ‘Report Table’ bring spreadsheet-style analysis directly into Salesforce pages. Teams can use filters, summaries, and inline edits while working with current CRM data.

4. Organizations Replacing Legacy Salesforce Grid Tools With A Smoother Transition Path

Companies moving away from older or expensive grid solutions often want to avoid disrupting daily Salesforce workflows. GridMate supports the transition process through guided implementation assistance. Teams switching from other tools have reported a straightforward migration experience. Continued product updates also help organizations maintain their Salesforce workflows after deployment.

Is GridMate Right For You?

GridMate is a suitable fit for organizations that already run Salesforce and want to close gaps in its native interface without adding a separate platform. That focus extends to compliance: GridMate is FedRAMP authorized for use in Salesforce Government Cloud environments, making it a viable option for public sector teams with strict security requirements.

GridMate reports over 165,000 users across more than 550 organizations, including RainFocus, Huckleberry Youth Programs, the World Health Organization, Paramount, Disney, and Covius. This client base spans sectors from nonprofit and healthcare to entertainment and global public health, reflecting adoption at both mid-market and enterprise scale.

Still evaluating GridMate? Call us at (661) 384-7070,for personalized advice on whether it is the right fit for your organization.