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GridRelate

GridRelate is the customer relationship management platform for the GridSite ecosystem. It provides a unified pipeline from lead capture through opportunity management to closed-loop delivery — connecting every customer relationship to the operational systems that fulfill it.

What It Is

GridRelate is a full-featured CRM designed for organizations whose sales process is tightly coupled with service delivery, procurement, and operational execution. It manages accounts, contacts, leads, opportunities, quotes, and pipeline stages with native integration into the rest of the ecosystem.

Unlike standalone CRMs that end at the closed-won stage, GridRelate maintains visibility into what happens after the deal closes. Service orders in GridServ, procurement in GridSupply, project delivery in ComputeComplete, and ongoing managed services in GridPro are all linked back to the originating opportunity. This creates a closed-loop system where sales, delivery, and customer success share the same data and context.

Why It Matters

In service-driven and facility-focused businesses, the handoff between sales and delivery is where context is lost, promises are forgotten, and customer experience degrades. Traditional CRMs track the pipeline but have no visibility into fulfillment.

GridRelate closes this gap by linking every opportunity to the downstream systems that execute it. Sales teams see delivery status. Delivery teams see what was promised. Customer success teams see the full relationship lifecycle — from first contact through ongoing operations. This alignment reduces churn, improves upsell accuracy, and creates accountability across the entire revenue-to-delivery chain.

Features

Each feature has its own documentation page. Click through for details.

Example Workflows

  • A lead captured from the website is qualified, assigned to a sales rep, and progressed through the pipeline with activity logging and stage automation.
  • A won opportunity automatically generates a service order in GridServ and a procurement request in GridSupply for the hardware included in the deal.
  • A customer success manager reviews relationship health scores based on service delivery metrics, open incidents, and renewal timelines.
  • A sales team reviews pipeline forecasts with weighted opportunity values and identifies at-risk deals based on stalled stage progression.
  • An account manager identifies expansion opportunities based on customer usage patterns surfaced by GridBiz.

Intended Users

  • Sales representatives
  • Account managers
  • Business development teams
  • Customer success managers
  • Sales operations and leadership

Ecosystem Integration

GridRelate feeds won opportunities into GridServ for service delivery, GridSupply for procurement execution, ComputeComplete for project kickoff, and GridPro for professional service engagements. GridBiz provides adoption and usage context for expansion opportunities. GridIntegrate synchronizes CRM data with external sales and marketing systems.