Your CRM for Property Sales and Financing
Gridwork assists estate agents in onboarding sellers, coordinating sales processes and arranging mortgage offers with banks.
Sign up now for your free Gridwork test drive.
Independent
Solution
Gridwork is not owned by big tech but owner-managed. Our focus is entirely on helping agencies grow their business and keep control over their client relationships.
Built and hosted
in Switzerland
Developed with deep real estate know-how, Gridwork ensures the highest data security standards — with servers and expertise based right here in Switzerland.
Collaborative
at it's core
Easily connect with banks, clients, partner agencies, and even notaries. Gridwork makes collaboration seamless, so every transaction moves forward faster.
All Your Sales in One CRM.
Forget juggling spreadsheets, emails, and calls. With Gridwork CRM, you manage sellers, buyers, and financing in a single workspace — built for real estate agencies.
Onboard sellers digitally or through bank advisors
Manage buyers and properties in one pipeline
Every property gets its own property website
Request financing offers directly from your preferred banks
Share documents and data securely with all parties
Start your Gridwork Test Drive
Experience Gridwork in real use. Explore the CRM with a prepared setup, a demo property, and guided support. No commitment and no risk.
Guided onboarding
We set up your agency workspace and guide you through the Test Drive step by step.
Free and non binding
The Test Drive is completely free. You decide only after you have experienced Gridwork.
Real-world testing
Work with a demo property and add your own properties. Understand Gridwork by using it, not by watching a presentation.
Seamless transition
If you choose to continue with Gridwork, your setup remains in place. No restart and no duplicate effort.
How Gridwork CRM works
Everything you need to move a property sale forward, step by step
How Gridwork CRM works
Everything you need to move a property sale forward, step by step
Onboard Sellers
in Minutes
Turn a seller lead into a property listing with one simple form. Sellers can be onboarded directly by your team — or referred by their bank advisor.
Manage & Market
Properties
Prepare listings, publish them to your channels, and keep track of all interested buyers — all from one place in Gridwork CRM.
Easily Arrange Buyer Financing
No more chasing banks. Request mortgage offers for your buyers with a single click. All property and client details are shared securely and instantly.
Why Agencies Love Gridwork
Earn from referrals
Agencies earn referral fees, banks keep more mortgages.
Build trust with clients
Collaboration without friction builds trust.
Sell properties quicker
No delays, no back-and-forth paperwork.
Secure Data Exchange
Bank-grade security and GDPR compliance.
Collaboration
Made Simple
Gridwork connects the two worlds that matter most in property transactions: real estate and finance. Our platform ensures that sellers, buyers, agencies, and banks all work from the same facts — reducing friction and boosting confidence.
Trusted by Modern Agencies
From Switzerland’s largest banks to local real estate agencies — Gridwork is already powering collaboration that makes property transactions smoother and faster.
“As an agency, we’re always looking for ways to simplify our processes and strengthen collaboration with partners. Gridwork is a promising step in that direction, and we’re glad to contribute to its journey.”
"With Gridwork, we can onboard sellers faster, manage the whole sales process and connect the buyer with financing in one step"
It's time for a new CRM
We’re offering a test drive for agencies to experience Gridwork for free. Don’t miss your chance to shape the future of real estate collaboration.
FAQs
Discover answers to common questions real estate agencies have about using Gridwork effectively.
You can onboard sellers directly into Gridwork CRM in minutes. Or, if their bank is connected to Gridwork, the bank advisor can refer the seller to you — securely and instantly.
Yes. Once you have a buyer interested in a property, you can request mortgage offers directly from connected banks with a single click. All the property and buyer details are already in Gridwork, so banks receive complete and standardized requests.
Absolutely. Gridwork is developed and hosted in Switzerland, following the highest standards for data security and compliance. You stay in control of your client information at all times.
No. You don't need any technical knowledge to use Gridwork. It's a cloud-based platform, accessible through a browser and internet connection. Everything is designed to be intuitive and straightforward, so your team can start using it immediately, without any technical setup.
Still have questions?
Feel free to get in touch. We are more then happy to discover your needs and to share our vision with you.
News
Updates from Gridwork on LinkedIn. News, events, and thoughts we share along the journey.