Is Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar cheaper?

Both Market Builders CRM for Institutional Asset Management and GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar offer paid plans only. Market Builders CRM for Institutional Asset Management starts at paid; GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

Market Builders CRM for Institutional Asset Management (4.9★, 16 reviews) and GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar (5.0★, 133 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar holds the higher average rating (5.0★ vs 4.9★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

Both apps are one-click installs from the Salesforce AppExchange. GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar has the deeper published review base (133 vs 16), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Market Builders CRM for Institutional Asset Management typically suits early-stage and growth-mode teams based on its published review base (16 reviews). GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar typically suits early-stage and growth-mode teams based on its published review base (133 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

Market Builders CRM vs GridMate: Inline — Salesforce

Market Builders CRM for Institutional Asset Management vs GridMate

Side-by-side comparison · 24 data points

Market Builders CRM for Institutional Asset Management

4.9·16reviews

Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Market Builders CRM for Institutional Asset Management	GridMate
Tagline	“Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.”246 chars	“GridMate is an all-in-one productivity suite of 32 powerful Lightning components (grids, calendars, maps, kanban) designed to boost adoption, utilization, and productivity in Salesforce by enhancing the user experience and overcoming native limitations.”253 chars
Description	1071 / 2000 chars54% used	1199 / 2000 chars60% used
Screenshots	—	—
Languages	en	enfrdejazh_CN+1 more
Platforms	Salesforce	Salesforce
Developer	Market Builders Inc.	GridPal LLC

At a glance

8 metrics · auto-computed

Feature comparison between Market Builders CRM for Institutional Asset Management and GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar
Metric	Market Builders CRM for Institutional Asset Management	GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar
Rating	4.9 ★	★ 5.0 ★
Total reviews	16	★ 133
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	3	★ 9
Languages	1 supported	6 supported
Listed since	May 2008	Sep 2019

AppRanks verdict

Generated from live data on this page

The call

Market Builders CRM for Institutional Asset Management and GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar are evenly matched on rating (4.9★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: Market Builders CRM for Institutional Asset Management at paid, GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar has the larger user base (133 reviews vs 16), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Market Builders CRM for Institutional Asset Management's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Market Builders CRM for Institutional Asset Management audit • GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar audit

Listed	May 19, 2008	September 13, 2019

Last updated	—	—

3. Features

As listed by each developer

Market Builders CRM for Institutional Asset Management

Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants. Integrates with FSC.
Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers. Product/Strategies can be tracked at all levels: opportunities, portfolios, product ratings by consultants, & platforms approved.
Ability to store all S&P Money Market Directory Data

GridMate

GRIDS Unlock flexible grids that leverage your existing metadata including Related Lists, List Views, quick actions, and flows. Enjoy inline editing, mass actions, Excel-like functionality, filters, grouping, sorting, conditional coloring, and more.
MAP LIST Visualize and act on records with Google Maps in Salesforce. Plot standard/custom objects, filter by radius, apply conditional coloring, and run mass actions, all in one view. It's a powerful, affordable alternative to Salesforce Maps.
MULTI CALENDAR Streamline field service scheduling and beyond with a drag-and-drop calendar. Gain a horizontal, resource-based calendar view in Salesforce with filters, conditional coloring, and mass actions to plan, assign, and manage with clarity.
SINGLE CALENDAR Simplify appointment scheduling in Salesforce with a unified drag-and-drop calendar. This Salesforce calendar scheduling solution delivers real-time visibility with filters, color-coded events, and custom layouts for team alignment.
KANBAN BOARD Visualize pipelines, projects or cases with a customizable kanban board Salesforce teams love. Drag, drop, edit and run mass actions in real time. A smarter kanban Salesforce experience with stages, conditional coloring, and custom actions.
GANTT CHART Visualize projects with a Gantt chart Salesforce users trust. Create tasks, groups, and milestones inline, drag-and-drop to reschedule, link dependencies, and edit in place—making it the ultimate project management tool Salesforce teams need.
FILE EXPLORER Enhance Salesforce document management with seamless cloud integrations, dynamic views, and flexible permissions. GridMate File Explorer redefines Salesforce file management with bulk upload/download, cut-copy-paste, and in-app search.
...And many other components The GridMate suite also includes the Compact Calendar, Pivot Grid, List View Grid, Related List Grid, Report Table, List View Kanban, Object Timeline, Record App Switcher, Record Card, Record KPI, Chrome Extension, and more.
USE CASES • INDUSTRIES • TEAMS • CLOUDS GridMate supports 60+ use cases spanning data management, file and project management, scheduling, reporting, and more - built for every industry, any team, and all Salesforce Clouds with seamless adaptability.

Keyword	Market Builders CRM for Institutional Asset Management	GridMate
industry	#101	#3

7. App details

Long-form description · keyword frequency

Market Builders CRM for Institutional Asset Management

OPPORTUNITY MANAGEMENT • Track and link the consultant and service providers influencing each deal • Manage RFP’s and RFI’s through the entire response process • Alerts when reaches a critical stage or closes • Track competitors and status CLIENT SERVICE • Improved communication on account data & performance to clients and service providers • Make portfolio data that resides in other systems/databases easily accessible • Manage client reporting process Track and manage clients with "At-Risk" portfolios CONSULTANT RELATIONS • Track, Monitor and Manage consultant relationships • Conduct searches for best fit consultants MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS - Track Opportunities and Portfolios by strategy - Track and manage Intermediary & Platform Provider relationships by strategy MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS ACCESS TO 3RD PARTY DATA • S & P Money Market Directory ( MMD ) – all data elements COMPLIANCE • Facilitate risk profiling and KYC requirements • Automated “workflow” to insure steps followed & policies observed

Top keywords

track6×4.23%
consultant4×2.82%
data4×2.82%
providers3×2.11%
service3×2.11%
client2×1.41%
clients2×1.41%
platform2×1.41%
portfolios2×1.41%
process2×1.41%
relationships2×1.41%
service providers2×1.41%

GridMate

GridMate redefines the Salesforce user experience. It provides a suite of components to simplify complex data management: - Inline create, edit & delete - Inline grids with inline record details - Multi copy-paste from CSV & Excel - Mass actions: -- Create, edit, delete -- Quick actions -- Emailing -- Approval -- Calling flow -- Sharing -- Assignment -- Lead conversion - Conditional coloring - Filtering & sorting - Columns freezing - User-defined filters - Aggregation handling - Export data grid to CSV & Excel - Related list as Accordion, Cards, Tabs - Multi Calendar - Grids for flows - Smart Grids - FieldSet Grids - Dynamic FieldSet Grids - Parent Related List Grid - Related List Grid - List View Grid - User Grids - Pivot Grids - Kanban Board - Gantt Chart - File Explorer Supports standard & custom objects on all Salesforce Clouds & Platforms. 👋🏻 Trialforce available for a test drive or contact us for a free demo. 👋🏻 Please install GridMate Extension unmanaged package to support quick actions👇🏼 Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002nGle Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002nGle

Top keywords

--8×4.32%
grids7×3.78%
grid4×2.16%
list4×2.16%
salesforce4×2.16%
actions3×1.62%
inline3×1.62%
related3×1.62%

Market Builders CRM for Institutional Asset Management vs GridMate

Market Builders CRM for Institutional Asset Management

1. Listing metadata

GridMate

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Market Builders CRM for Institutional Asset Management · 0 changes

GridMate · 3 changes

7. App details

Frequently asked

Is Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar cheaper?

Which has better reviews, Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

Should I choose Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

Which is faster to set up, Market Builders CRM for Institutional Asset Management or GridMate: Inline Editing, Smart Related List & List View Grids, Multi Calendar?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

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