For sales teams · CRM + AI agent + follow-ups
Three SDRs. One agent that fires the follow-up tasks every morning. Our pipeline value is up forty percent.
CRM, AI agents that file the follow-ups, and quote-to-email — one product, one bill, one access layer for your sales team.
The pipeline you’ll actually open.
Kanban or table. Stage value, conversion, and owner on every card. Drag a deal forward, the forecast updates underneath.
A CRM, an AI agent, and a follow-up tool — in one.
Most sales stacks staple HubSpot to Outreach to ChatGPT and call it a system. Grid is one record — one pipeline, one timeline, one access layer — with the agent and the follow-up tasks built into the same data model.
One record. One access layer. No tab-switching tax.
- Contacts, companies, deals on the same database as your tasks
- Email threads link to the deal automatically
- Quote builder lives on the deal record
- AI agent reads and writes through the same access controls
- Audit log captures every touch — human or agent
Agents that file follow-ups while you sleep.
Every morning, an agent reviews open deals, scores them for health and next step, and files the follow-up task on the owner’s board — with a reason and a draft message attached. The rep wakes up to a queue, not a blank inbox.
Nightly run
Stale deals get a follow-up. Every morning.
A scheduled agent walks the pipeline for deals idle past your threshold, scores them, and creates a task assigned to the owner with the reason, the next-best-action, and a draft email or WhatsApp. Reps read — then send or edit.
Safety rails
Eight steps. Two dollars. Your access only.
Every run caps at eight steps and $2 of model spend by default. The agent inherits the seat’s row-level access — it can’t see a deal the rep can’t see. Every tool call is logged on a three-lens audit: run → tool invocation → model call.
Quotes that go from CRM to email in one click.
Build the quote on the deal. Pick the template. Hit send. The PDF attaches, the thread links to the deal, the opened-event lands on the timeline. No second tab, no copy-paste, no swivel-chair.
Quote, send, track — from one record.
- Quote attached to the deal, not a separate doc
- Template variables stay literal until you fill them — no silent empty strings
- Gmail and Outlook threading on send
- Open-tracking event lands on the deal timeline
- Linked records attach automatically when you send
Pipeline analytics anchored to real outcomes.
Stage value, conversion, win rate, cycle time — every metric ties back to a deal you can open. No vanity dashboards floating off the data. If the number moved, you can click into the row that moved it.
Numbers you can click into. Reports you can audit.
- Stage value and conversion roll up live
- Win rate by owner, source, segment, time window
- Cycle-time histogram per pipeline
- Forecast roll-up by close-date window
- Every chart deep-links to the underlying deals
No per-seat math for AI add-ons.
HubSpot Sales Hub tiers the AI. Notion charges per credit. Grid bundles agent runs into the platform price, with a per-tenant cap so the bill can’t surprise you. One price for the whole sales org — SDRs included.
| Feature | HubSpot Sales Hub | Grid for sales |
|---|---|---|
| CRM included | ||
| AI for deal analysis | Paid add-on | Included |
| AI cost cap per run | Credits | $2 default |
| Quote-to-email in one click | Sales Hub Pro+ | All plans |
| Per-seat AI ladder | Required | None |
| iOS app with offline edits | Native Swift | |
| Tasks bundled | Hub-by-hub | |
| Data export if you leave | Standard CSV | Full per-tenant |
- CRM included
- AI for deal analysis
- Paid add-on
- AI cost cap per run
- Credits
- Quote-to-email in one click
- Sales Hub Pro+
- Per-seat AI ladder
- Required
- iOS app with offline edits
- Tasks bundled
- Hub-by-hub
- Data export if you leave
- Standard CSV
- CRM included
- AI for deal analysis
- Included
- AI cost cap per run
- $2 default
- Quote-to-email in one click
- All plans
- Per-seat AI ladder
- None
- iOS app with offline edits
- Native Swift
- Tasks bundled
- Data export if you leave
- Full per-tenant
Numbers from HubSpot Sales Hub’s public pricing page, May 2026. Refreshed quarterly.
Sales-team pricing
One price for the whole sales floor.
Flat platform fee with the AI bundled in. Add SDRs without re-doing the math. Per-tenant AI cap means the bill never surprises finance.
- CRM + tasks + AI
- Per-tenant AI cap
- No per-seat AI ladder
Questions sales teams ask.
Ready to put an agent on your follow-ups?
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