The Work Management Platform for SMEs

Andy Court

27 Feb 2024 · 6 mins read

The Work Management Platform for SMEs

Small-medium enterprises (SMEs) face unique challenges when it comes to managing their work. Whether it’s limited time to invest in new systems and training or dealing with the ongoing skills shortage, UK businesses face a constant battle in finding the right balance to ensure success. ⚖️

Against these challenges, SMEs need a work management platform that is robust, secure, and easy to use. Gridfox is the perfect solution, offering a wide range of features that help SMEs run their operations smoothly and efficiently.

This article runs through just a few features which show why Gridfox is the ideal tool for your business. 🙌


Gridfox Views offer a powerful and flexible way for SMEs to display their data in a way that best suits their needs. With the ability to choose from various Views, including Grids, Boards, Gantt Charts, and Calendars, you can easily configure your Views to meet your unique requirements.

One of the key benefits of the Views feature for SMEs is its customisation options. SMEs can tailor their views to display information in a way that makes sense for their specific business needs. Whether you’re managing Project tasks on a Board, milestones on a Gantt Chart, or event schedules on a Calendar, Gridfox has you covered. 🪟

In addition, Views provides SMEs with greater visibility into their data for improved decision making. By having their data presented in a clear and intuitive format, SMEs can quickly and easily identify areas where they can improve processes and increase efficiency.

Views, most importantly, help SMEs stay organised and on track. With the ability to create different views for different purposes, you can ensure that all team members are on the same page and working towards the same goals. 🎖️

Views are a valuable tool for SMEs looking to streamline their data management and improve their overall efficiency. By providing customisation options, greater visibility into data, and better organisation, SMEs can ensure frictionless operations and focus on the bigger things  scaling. 


Manual processes can be time-consuming and prone to errors. Automating manual processes in Gridfox can be done using Workflows, which allows you to trigger real-time notifications on events that matter to you; from a team member making a change to the status of a sales opportunity to a project task being assigned to you. 🤖

With Workflows, you can define automated actions to be taken for your Gridfox records, making it easier and faster to get things done. For instance, you can set up a workflow to notify your sales team when a new opportunity has been created or to send an email every week to everyone with their outstanding tasks. 📥

Workflows not only saves your business time but it also ensures that important actions are completed without fail. Consider Workflows a valuable tool for businesses looking to streamline their operations and improve productivity.


Keeping your data secure is essential, and Gridfox gives you complete control over who has access to your information. Gridfox offers a flexible and secure way to manage access to your Project data with granular Permissions. 🤝

Users can restrict the level of access for each User in your Project by granting them specific permissions. The default Groups available in all Projects include Project Admins, Edit, and View.

Project Admins have full control over the Project, including Tables, Screens, User Permissions, and Workflows, while Users in the Edit group can create, view, edit, and delete Records. 📝

Users can ensure data security and compliance with Gridfox Permissions. Gridfox, for instance, might be used by an SME in the education sector to manage access to student records and information. Permissions would, here, enable businesses to control who has access to sensitive student information, including teachers, administrators, and support staff, while allowing other individuals, such as volunteers or guest speakers, only to view it. 👁️

This permissions structure allows you to control the level of access to your Project data and ensures that only authorised Users have access to sensitive information. Permissions are an important feature for SMEs looking to secure their business data. 


SMEs are often faced with limited resources and time constraints, making it difficult for them to switch to new work management tools. However, Gridfox offers a solution that is not only easy to use but also helps SMEs get up and running quickly. Whether you’re moving data from an existing system or spreadsheet, you can get started quickly and easily. 

Import provides a hassle-free way to move data from an existing system or spreadsheet into the platform. This feature saves SMEs time and effort compared to manual data entry and helps to minimise the risk of errors, ensuring that the data is accurate and up-to-date. 👍

The efficient import process in Gridfox is especially beneficial for SMEs that need to manage large amounts of data. With the platform’s ability to import large amounts of data quickly and easily. 


Seamless integration with other apps is a must for SMEs looking to operate as one single framework. Gridfox integrates with all your other apps, allowing you to manage end-to-end business processes with ease. 🙌

Integrating work management tools like Gridfox with other apps and platforms can greatly enhance the functionality and efficiency of the tool. The types of integrations that users can benefit from include:

  1. Email and Communication: Integrating with email and communication tools such as Microsoft Teams or Slack allows users to receive notifications and updates about their projects, tasks, and team activities.
  2. File Sharing and Storage: Integrating with file sharing and storage tools such as Google Drive or Dropbox enables users to access and share project-related files and documents directly.
  3. Payment and Invoicing: Integrating with payment and invoicing tools such as Xero or QuickBooks helps users to manage their finances, including payments and invoices, in a seamless manner.

By taking advantage of these integrations, users can streamline their workflow, improve collaboration, and save time and effort in managing their projects. We can seamlessly integrate all of your other apps to operate as one platform, whether you are using Gridfox to manage your business processes or to plug the gaps between existing products. 🖇️

The work management platform SMEs have been waiting for

Gridfox is the work platform that SMEs have been waiting for. With its range of features, including views, automations, permissions, import, and integrations, Gridfox is the solution that can help SMEs manage their work efficiently and effectively.

Get started with Gridfox by exploring our many templates, which cover all core business functions, from sales tracking and CRMs, to campaign and project management.

Alternatively, get in touch with us today to find out more about how Gridfox can help your business.

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