Repeated setup work
Objects, fields, sections, grids, boards, and permissions get rebuilt in every new client account.
GridLane for agenciesOne good setup.
One good setup.
Every location.
Start with grids and boards for the daily work. Then turn a well-built GoHighLevel setup into a versioned blueprint, roll it out across the portfolio, and know when a location drifts.
GridLane / AgencyPro
24locations
92%compliant
3need attention
Blueprint adoptionDental Core v3
Northside Dental CompliantPeak Fitness DriftHarbor Realty CompliantWillow Studio Queued
Last drift sweep4 min ago
The portfolio problemEvery location feels fine.
Every location feels fine.
The portfolio doesn’t.
Ten locations can look healthy one by one while the agency has no reliable picture of what is consistent, what changed, or what still needs setup.
Invisible drift
A field changes in one location and nobody notices until a report, workflow, or client request breaks.
No portfolio view
The agency can see the work it did, but not whether every location stayed aligned.
The agency layerGovernance without
Governance without
leaving the workspace.
GridLane adds the operating layer around grids and boards: what was deployed, where it drifted, and what needs attention next.
Versioned blueprints
Capture objects, fields, sections, associations, grid views, board views, and permission rules from a well-built location. Recapture as a new version when the standard changes.
Multi-location rollouts
Preview an add-only deployment, then roll the same setup across a selected group of locations with queued jobs and failure tracking.
Drift checks
Compare assigned locations against the blueprint. Run checks manually or schedule them daily or weekly.
Slack alerts
Send alerts when drift, blocked checks, or failed rollouts need an operator’s attention.
Portfolio reporting
See compliance, blueprint adoption, job activity, and failure detail across the portfolio.
Audit export
Review and export agency-level activity: rollouts, drift checks, settings, branding, and plan changes.
Auto-provisioning
Apply a default blueprint automatically when GridLane is installed to a new client account.
Agency branding
Show your agency name, logo, and accent color in the agency console, grid, and boards.
Inside the consoleThe agency layer,
The agency layer,
in the actual product.
These screens are captured from the current GridLane build, using demo data. Open either image for the full-size view.
The operating modelCapture once.
Capture once.
Operate everywhere.
Capture
Turn the best-configured location into a blueprint. Record data is never copied.
Roll out
Preview and deploy the blueprint to one location or a whole group.
Monitor
Run drift checks and route failures to the people who can fix them.
Report
Use portfolio reporting and audit export to keep the agency accountable.
The payoffLess rebuilding.
Less rebuilding.
More operational control.
Launch a new client from a known-good setup instead of rebuilding the same configuration.
Keep objects, views, and permissions aligned across the portfolio.
Know who changed what, which locations drifted, and whether a rollout succeeded.
Plans by location countStart with grids and boards.
Start with grids and boards.
Scale the agency layer.
Core covers 5 locations, Pro covers 50, and Enterprise covers 250 with full reporting, audit export, auto-provisioning, and branding.
Agency questionsWhat agencies
What agencies
usually ask.
Does a blueprint copy client records?
No. Blueprints capture configuration only: objects, fields, sections, associations, grid views, board views, and permission rules. Client records are never copied into a blueprint.
Can I deploy to one location or many?
Both. Preview and apply a blueprint to a single location, or use a multi-location rollout to queue the same deployment across a group.
How does drift checking work?
GridLane compares each assigned location to its blueprint. Checks can run manually, daily, or weekly, and results show as compliant, drift, blocked, pending, or failed.
What is included in Enterprise reporting?
Enterprise adds full portfolio reporting, daily snapshots, 365-day history, audit export, auto-provisioning, and agency branding.
For agency operationsOne standard.
One standard.
Every location.
Start 30-day free trial
Start with grids and boards. Standardize when you’re ready.