A structured origination and follow-up system for Main Street brokers — so warm sellers become signed listings and you always know your next move.
The deals are there. The market is active. The bottleneck is always the same: no system for building and maintaining seller relationships at scale.
GridflowOS gives you the infrastructure to run a brokerage on structure instead of memory — organized around seller readiness, not arbitrary CRM stages.
Every contact is categorized by where they are in the decision process — so your next action is always clear and no warm seller sits in a dead stage.
Pre-built sequences stay present with sellers who are 12–24 months from being ready — automatically, without requiring you to remember who to call each week.
A visual pipeline across four stages — Contacted, Nurturing, Qualified, and LOI — so you can see your listing volume building up before it closes, not after.
When a seller qualifies, generate a professional CIM directly from your pipeline data. No reformatting, no starting from scratch — the package is ready in minutes.
Publish listings to your website and BizBuySell in one action — no manual re-entry, no copy-paste between systems. Listings go live while you stay focused on sellers.
Once a deal is qualified, GridflowOS generates your CIM and publishes your listing to your website and BizBuySell — all from data you've already entered.
No more building CIMs from scratch in Word. GridflowOS pulls the financial data, business description, and deal terms you've already logged — and outputs a branded, ready-to-send CIM in one click.
Once a seller is qualified — financials collected, valuation range set, motivation confirmed — the CIM generator unlocks on the deal record.
Revenue, EBITDA, asking price, business description, location, reason for sale, and growth opportunities are pulled directly from fields you've already filled in — no re-entry.
Preview the generated CIM inside GridflowOS. Make any edits, add attachments, then export as a branded PDF — ready to send to qualified buyers or your buyer list.
GridflowOS tracks exactly which buyers opened the CIM, how many times, and when. Follow-up sequences fire automatically when a buyer engages — no manual work needed.
Select your publishing destinations and hit Publish. GridflowOS formats your deal data for each platform and syncs it live — no copy-paste, no re-login, no duplicate work.
GridflowOS connects natively with BizBuySell and your existing website — and includes built-in automation for cultivation, CIM delivery, and buyer follow-up.
GridflowOS includes a powerful automation engine for CRM, sequences, and pipeline workflows — designed specifically for how business brokers build relationships and close deals.
Push listings directly to BizBuySell from your GridflowOS deal record — no separate login, no copy-paste. Listings sync automatically and update when you change deal data.
Instantly add listings to your broker website without touching code. Each listing gets its own page with an NDA request form that feeds directly into your GridflowOS pipeline.
From first contact to signed listing to closed deal — every stage has a defined process, a clear next action, and the tools to execute it.
Set up your Deal Grid stages and import your prospect list. Every contact gets placed into the right readiness category from day one — no ambiguity about where anyone stands.
Activate automated follow-up sequences for every seller in your pipeline. Consistent, relevant touchpoints run in the background — keeping you present without requiring manual effort.
When a seller's readiness signals align, move them to Qualified, log financials, and generate your CIM in one action. The listing goes live to your site and BizBuySell immediately.
Manage LOI, buyer matching, document flow, and close from the same pipeline where the seller relationship started. No context-switching, no lost threads.
GridflowOS is built for brokers working the $250K–$2M listing range who want predictable deal flow through structured origination — not luck, referrals, or hoping the phone rings.
You're working the $250K–$2M range and want a system that keeps your pipeline moving without adding admin overhead. GridflowOS handles the structure so you handle the relationships.
You're done fighting over the 7% of owners already listed. You want to cultivate the larger group who will sell in the next 12–24 months — and be the broker they already trust when they're ready.
Every broker on your team runs the same structured origination process — shared Deal Grid methodology, individual pipelines, and centralized CIM and listing visibility across the office.
Four short feature walkthroughs — the Deal Grid pipeline, automated seller cultivation, CIM builder, and buyer close management. Watch how the platform works before you commit.
That's everyone listed on BizBuySell right now. Every broker sees the same leads, makes the same calls, and fights for the same razor-thin margins on the same overexposed deals.
GridflowOS is built around a different approach: owning the 63% of owners who will sell in the next 12–24 months — before they raise their hand, before they call anyone else.
Watch the four feature demos below to see exactly how GridflowOS makes this possible — from first contact to signed listing.
▶ Watch the Platform Demo →Not overnight. Not magically. But systematically — over 90 days of structured origination and disciplined follow-up.
No setup fee. No engagement fee. No onboarding cost. Just your monthly subscription — and everything you need to get running is included from day one.
For solo brokers or 1–2 person teams getting systematic about their pipeline.
For 3–10 brokers. The system your whole team runs on.
For 10+ brokers or multi-office operations. Unlimited users, advanced analytics, and white label.
Every GridflowOS subscription includes complimentary access to DealGrid Academy — platform setup, the Deal Grid method, and real-world sourcing strategy, taught by a curated community of featured M&A professionals. Get configured before your first pipeline stage, or learn alongside it. No boot camp. No coach required. No extra charge.
Most broker CRMs manage deals. Ours helps you create them. The platform gives you everything you need to manage buyers, sellers, listings, NDAs, and deal stages. Add cold email and LinkedIn outbound directly inside your system — no duct tape, no third-party chaos, no marketing agency dependency. Just structured, measurable deal flow.
Your CRM manages relationships. Outreach creates them.
Not every broker needs outbound infrastructure. Those who do should only pay for it if they use it. That's why we keep pricing modular.
One additional listing per quarter covers the cost of outreach for the entire year.
One additional closed deal can cover your CRM for years.
The question is whether you want to rely on referrals — or build a repeatable system.
Take 10 minutes to see the platform in action — or jump straight to pricing if you're ready.