GRIDFOX

Templates

All Templates

Get started in seconds with one of our many templates

🚀 Task Manager

This Task Manager template is an easy-to-use, flexible and centralised solution to manage and kee...

🚀 Sales CRM

This Sales Tracker template is ideal for all teams and sizes. Whether you’re managing a handful o...

🚀 Project Manager

The Project Manager is the perfect template for tracking your projects and tasks. With the abili...

Applicant Tracker

This Applicant Tracker template provides a simple way to track any open job roles, whether you’re...

Campaign Manager

Perfect for start-ups and independent consultants, through to large-scale agencies and in-house m...

Holiday Planner

Gain complete visibility of days off across your teams with this simple Holiday Planner template....

New Starters

Streamline and simplify your new employee’s onboarding process with this New Starters template. W...

Project Planner

Perfect for start-ups and freelancers, through to large-scale enterprises managing hundreds of pr...

Stock Control

This Stock Control template is perfect for tracking all of your product orders and sales. Whether...

Webinar Management

This Webinar Management template provides a simple solution to effectively plan and manage all of...

Asset Manager

This simple Asset Manager template is a perfect solution to keep track of your company’s physical...

Use Cases

Features

Product

Explore all of Gridfox's features

Create the perfect view

Create different screen types to display information how you want to see it. Choose from Grids, B...

Create the fields you need

Configure your project to choose what information you want to see, with our intuitive drag and dr...

Visualise your project data

Create Dashboards to provide a high-level overview of your projects, visualising data in formats ...

Import and export your data

Get up and running quickly by moving data from an existing system or spreadsheet using the import...

Gain real-time notifications with automations

Automate manual processes by using Workflows to create real-time notifications on events that mat...

Capture feedback and enquiries

Gather information quickly and efficiently from colleagues or customers using Gridfox Forms. Embe...

Control data access through permissions

Control access to data across your projects using granular user and group based permissions. Easi...

Create and link data tables

Build your own data model, linking together Tables to create relationships through our intuitive ...

Gain full traceability of changes

Gain audit trails of every change made within your project, including who, what and when. Providi...

Integrate with your existing systems

Whether you’re using Gridfox to manage end-to-end business processes, or to simply to plug the ga...

Resources

Blog

Guides, insights, and other updates from Gridfox

Security

We are committed to providing a highly secure and reliable environment you can trust

Help

Learn about all of the features Gridfox has to help you replace your spreadsheets

Updates

Keep up-to-date with all our new releases

About

Learn about the team behind Gridfox and our mission to help you replace your spreadsheets

Learn

Creating a Project

You can create new Projects in Gridfox at any time. Build using the View Editor by dragging in new fields.

Intro into Fields

Fields define the specific pieces of information that you are capturing about Records in your Table.

Keep up-to-date with Workflows

Notify your Sales team when a new opportunity has been created, or send an email every week for everyone with their outstanding tasks.

Customer Success

Customer Success eliminates the customer-vendor relationship and ensures that both parties work together as a partnership. This template captures all the necessary information required to nurture your customer relationships and ensure that projects are delivered successfully.

Whether its staging meetings, agreeing on actions or simply managing contact details, this template sets the foundations for the management of long and prosperous customer relationships.

The quick-and-easy ability to edit your information means that you can add customers, meetings and actions, without the risk of data loss. The additional dashboard shows, at a glance, what is outstanding and the renewal status of your portfolio.