Records take too many clicks
Opening records individually makes routine data work feel like a series of forms instead of an operating system.
The operational workspace for GoHighLevel agenciesGrids for the data.
Grids for the data.
Boards for the work.
GridLane brings spreadsheet speed and Kanban clarity to the same workspace. Edit records inline, move work through stages, and keep every client account operating from the same standard.
Built for agencies that need faster daily operations now — and consistency across locations later.
Grid + Board views Inline + bulk editing Agency governance
OverviewProjectsContactsOpportunities+Pro
ProjectStatusBudgetOwnerLocation
Northside DentalOn track$24,000Avery R.Northside
Peak FitnessReview$18,400Jordan M.Peak
Harbor RealtyActive$42,800Casey L.Harbor
Willow StudioOn track$11,200Riley P.Willow
New projectSelect…$OwnerLocation
Saved board viewSales pipeline · 24 cards
For multi-location agenciesSaaS-mode operatorsAgency operations teamsGoHighLevel consultants
The operational gapYour work is not a list.
Your work is not a list.
Your workspace shouldn’t be either.
GoHighLevel gives you records, pipelines, and client accounts. Running them from disconnected screens is where the day gets slow.
Pipelines stay invisible
Stages, owners, and next actions are buried in lists. Teams cannot see the work move without a board in front of them.
Every location rebuilds the same setup
Views, fields, and permissions get recreated account by account instead of becoming a repeatable operating standard.
GridLane closes the gap with one workspace for daily work and portfolio operations. See how the agency layer fits →
The grid workspaceSpreadsheet speed.
Spreadsheet speed.
Built for real objects.
Work through custom objects, contacts, opportunities, and projects in a familiar grid. Edit inline, move with the keyboard, and apply changes across a selection.
Inline editing
Change a cell, press Enter, and keep moving. Validation stays in the flow.
Kanban boards
Turn stage, status, or any single-select field into a visual board with drag-and-drop.
Bulk actions
Select rows and update a field, duplicate, delete, or undo in one pass.
Saved views
Keep separate grid and board views for filters, columns, layouts, and cards.
Fields and sections
Add fields from the workspace and place them in the right section without a separate setup flow.
Associations
See linked records and add or remove associations without leaving the workspace.
CSV export
Export the visible, filtered grid with the columns your team is actually using.
Keyboard and paste
Move with the keyboard, copy and paste cells, and keep your hands off the mouse.
Kanban boardsSee the work move,
See the work move,
not just the rows.
Switch any supported object into a board, group work by stage or status, and move cards forward without opening another screen.
Group work your way
Use any single-select or radio field with options — pipeline stage, status, priority, and more.
Focus with lanes
Filter the board by one lane value and drag cards onto other tabs to change owners, statuses, or categories.
Move work forward
Drag cards between columns, resize or collapse columns, hide noise, and keep a manual card order.
Save the view
Board views remember the pipeline, lanes, columns, card fields, density, and filters for the whole team.
How it worksStart with the work.
Start with the work.
Operate at portfolio scale.
Connect
Connect GridLane to a GoHighLevel location and open your objects.
Choose a view
Work in a grid for data or switch to a board to see stage and status move.
Save the standard
Save separate grid and board views so the team starts from the same place every day.
Standardize
Capture the setup as a blueprint and apply it across client accounts.
Security and controlFast operations, without
Fast operations, without
bypassing permissions.
GridLane works inside the access you already grant. It respects location permissions and keeps agency activity visible.
Encrypted tokens
OAuth tokens are encrypted before they are stored.
Permissions-aware
Grid and board editing follow the location’s access model.
Audit trail
Rollouts, drift checks, settings, and branding can be reviewed and exported.
No record data in blueprints
Blueprints capture configuration, never client records.
Simple agency pricingStart with grids and boards.
Start with grids and boards.
Add governance when you need it.
Every plan starts with a 30-day free trial. Annual billing includes two months free.
Core
The grid and Kanban workspace for smaller agencies.
$49/ month
$490 billed annually · 2 months free
Best for 1–5 locations
Start 30-day trial- 5 managed locations
- 1 blueprint
- Full grid and Kanban boards
- Saved grid and board views
- Permissions
- Manual drift checks
- Single-location deploy
- CSV export
Pro
The operational layer for repeatable client setups.
$99/ month
$990 billed annually · 2 months free
Best for 5–50 locations
Start 30-day trial- 50 managed locations
- 10 blueprints
- Lane tabs and custom Kanban cards
- Multi-location rollouts
- Scheduled drift checks
- Slack alerts
- Portfolio insights
- Quick copy between locations
- 90-day history
Enterprise
Reporting, audit, and scale for larger portfolios.
$199/ month
$1,990 billed annually · 2 months free
Best for 50–250 locations
Start 30-day trial- 250 managed locations
- Unlimited blueprints
- Full portfolio reporting
- Daily snapshots and 365-day history
- Audit export
- Auto-provisioning
- Custom branding
All plans include grids, Kanban boards, saved grid and board views, permissions, associations, and CSV export. Lane tabs and custom cards are on Pro and Enterprise. Prices in USD.
QuestionsWhat teams
What teams
usually ask.
Can I use both a spreadsheet and Kanban boards?
Yes. GridLane keeps separate Grid and Board views for each object. Switch modes without losing the layout, filters, or saved view for the other mode.
How do I create a Kanban board?
Open an object with a single-select or radio field, switch to Board, then open Board settings. Choose the column field, optional lane field, visible columns, and card fields.
Can I see opportunity pipelines as boards?
Yes. Opportunity boards default to pipeline stages, include a pipeline selector, and can use another field such as status as a lane filter.
Can I bulk update custom object records?
Yes. Select multiple rows in the grid, choose a field, set the value, and apply it across the selection. Bulk updates and deletes can be undone from the toast.
Do saved views persist for my team?
Yes. Grid and board views can be shared with the account or kept private. Board views remember the pipeline, lanes, columns, card fields, filters, and manual card order.
Is there a free plan?
No. Every new agency starts with a 30-day free trial, then chooses Core, Pro, or Enterprise.
Ready when you areOne workspace.
One workspace.
Every location on the same page.
Start 30-day free trial
Install from the GoHighLevel Marketplace. No free plan. Cancel anytime.