AI-Enabled Biopharma Operations. One Unified Platform.
Unify CRM and MDM. Launch branded HCP and patient portals. Manage compliant sampling, contract intelligence, and Sunshine—all in one AI-driven platform.
Gridlex Capabilities, Apps & Features for Biopharma
Gridlex’s Unique Solutions for Biopharma
No Code Ultra Customizable AI Builder for Biopharma: Build, Automate, and Scale—Without Developers
The Problem:
Biopharma commercial teams face immense pressure to move faster—from launching new brands and adapting to formulary shifts to refining engagement strategies on the fly. But execution is blocked by legacy systems, IT bottlenecks, vendor dependencies, and static workflows. Building a new tracker, portal, or automation often means a six-month roadmap, a budget request, and layers of approvals. Commercial agility is crippled by technical rigidity.
How Gridlex Helps:
Gridlex offers a No Code, Ultra-Customizable AI Builder designed for biopharma operations. Commercial, access, and medical teams can create powerful, compliant apps—field trackers, sampling portals, ticketing systems, formulary dashboards—without writing a line of code. Need AI? Gridlex embeds intelligent agents into any workflow—automating Sunshine tagging, document parsing, NPI matching, or routing medical inquiries. Role-specific views, branded interfaces, and audit-ready controls are built in. Whether launching a new brand or automating an access process, Gridlex empowers teams to compose what they need, when they need it—with no IT dependency and full control.
Unified CRM x MDM for Biopharma Commercial Operations
The Problem:
Biopharma companies have long operated with separate CRM and MDM systems—a design choice driven more by legacy technical limitations than strategic clarity. This divide creates painful data duplication, sync delays, brittle integrations, and inconsistent compliance. Reps see one version of an HCP, MSLs another. Merges often result in lost call notes, orphaned Sunshine entries, and reconciliation nightmares. MDM wasn’t a strategy—it was a workaround.
How Gridlex Helps:
Gridlex eliminates the CRM-MDM divide by delivering a unified, zero-copy architecture purpose-built for biopharma commercial operations. All HCP/HCO data and activity—sampling, events, Sunshine, call notes—live relationally in one system. There’s no need for nightly syncs or middleware. Merge & Transfer tools maintain full relational integrity during deduplication. Compliance fields are validated in real time. Field teams, medical affairs, and access functions all operate on one validated version of the truth—faster, cleaner, and more compliant than ever before.
Integrated CRMs for Sales, MSL, Market Access — One System, Custom Views
The Problem:
Field teams in biopharma often operate in silos. Sales, MSLs, market access, and support functions are forced into separate CRMs or disconnected tools, resulting in fragmented HCP profiles, duplicated data, and broken collaboration. Insights are lost in email threads, and compliance risks multiply as users navigate multiple versions of the same stakeholder.
How Gridlex Helps:
Gridlex unites all field-facing functions—Sales, MSLs, Market Access, and beyond—on a single CRM platform with role-specific views, workflows, and permissions. Everyone works from a common, composable data model for HCPs, HCOs, and engagements, but only sees what they need to see. Sales sees call notes and samples, MSLs see scientific inquiries, access teams see payer data—all on the same HCP record. This ensures clean coordination, strict compliance, and reduced tech overhead.
Make Reps a Superpower: Intelligent Targeting and Next-Best Actions from Marketing Signals
The Problem:
Reps are often left working with static call plans, outdated territory lists, and limited visibility into real-time HCP behavior. Valuable signals from marketing—email opens, portal visits, formulary wins—don’t translate into action. The result? Missed opportunities, generic outreach, and inefficient field execution.
How Gridlex Helps:
Gridlex empowers reps with AI-driven targeting and next-best-action intelligence embedded directly in the CRM. The platform continuously analyzes engagement signals—email interactions, access shifts, event attendance—and suggests timely actions per HCP. Reps get dynamic call plans, personalized prompts, suggested messaging, and coordination cues across commercial and medical. Gridlex becomes each rep’s embedded commercial analyst—surfacing high-opportunity targets daily and helping them prioritize the right HCP, with the right message, at the right time.
Branded Biopharma Portals — The New Operational Hub for HCP, Patient, and Institutional Engagement
The Problem:
Biopharma digital engagement is fragmented. Separate vendors handle sampling, copay, patient support, and service workflows—none of them natively integrated with CRM or MDM. HCPs face friction, patients get inconsistent support, and institutions juggle spreadsheets, emails, and portals that don’t talk to each other. Launching even a simple support hub becomes a six-month IT project.
How Gridlex Helps:
Gridlex enables biopharma companies to launch branded, no-code portals for HCPs, patients, and institutions—fully integrated with CRM, MDM, and service workflows. Reps, coordinators, and stakeholders use the same system to manage samples, submit documents, access resources, and coordinate services. Hospitals get portals with RBAC access for P&T committees, purchasing, and care teams. Launch-ready in 30–45 days, Gridlex portals consolidate multiple vendors into one seamless experience—reducing cost, improving compliance, and enhancing engagement.
Sunshine Act Reporting Without the Administrative Burden — Fully Automated, Fully Audit-Ready
The Problem:
Logging, validating, and reporting Sunshine Act interactions is a manual, error-prone burden. Reps must document attendees, split receipts, tag NPI numbers, and reconcile spend across disconnected CRM, expense, and compliance tools. It’s time-consuming, stressful, and ripe for mistakes. Compliance officers are left scrambling with spreadsheets at quarter-end.
How Gridlex Helps:
Gridlex embeds AI-powered Sunshine Act automation directly into the CRM. Reps simply upload sign-in sheets or receipts—Gridlex matches HCPs, allocates spend, tags events, and validates licenses in real time. Compliance teams get structured, audit-ready logs without the manual effort. Role-aware thresholds, approval flows, and expense integration ensure every Sunshine transaction is complete, timely, and secure—without needing third-party tools or post-hoc cleanups.
Formulary Access in the CRM: Empower Reps with Payer Intelligence and Access Workflows
The Problem:
Reps are expected to navigate access barriers but often lack actionable payer intelligence. Formulary tiers, PA requirements, and copay rules are buried in PDFs, spreadsheets, or isolated access systems. Reps are left guessing, patients face delays, and commercial teams miss critical pull-through opportunities.
How Gridlex Helps:
Gridlex embeds real-time formulary and access data directly into HCP and HCO CRM profiles. Reps can instantly see payer mix, coverage tiers, step edits, and access flags. Suggested messaging, sample eligibility, and PA workflows are surfaced contextually. Access teams contribute localized insights and updates. When a payer win goes live, Gridlex flags impacted HCPs, updates call plans, and recommends territory-specific messaging—making access a strategic advantage, not an obstacle.
Sampling Without the Siloes: Unified, Compliant, Digital-Ready Sampling Workflows
The Problem:
Sampling workflows in biopharma are fragmented and compliance-heavy. Reps request samples through one system, HCP consent is captured separately, fulfillment is managed elsewhere, and compliance logs live in yet another tool. This creates friction, increases risk, and slows down a high-impact commercial touchpoint.
How Gridlex Helps:
Gridlex delivers a fully integrated sampling solution embedded within its CRM. Whether initiated by a rep or submitted by an HCP via a branded portal, each request is validated for license status and consent in real-time. Fulfillment workflows, inventory logic, and shipping status are fully automated and tracked. Compliance teams access audit-ready logs with PDMA support built-in. HCPs enjoy a seamless, modern request experience—reps gain transparency, and operations eliminate manual overhead.
Contract Intelligence & Integration: Align Selling Strategy with GPO and IDN Realities
The Problem:
Contracts with GPOs, IDNs, and health systems shape prescribing behavior—but reps often operate in the dark. Coverage tiers, roster updates, and pricing changes are stuck in spreadsheets or email threads, never reaching the field in time. Contract wins lose momentum when field teams can’t act on them.
How Gridlex Helps:
Gridlex ties GPO and IDN contracts directly to mastered HCP and HCO profiles in the CRM. Roster changes update affiliation trees instantly. Each account shows real-time contract tier, pricing, and messaging guidance. Alerts notify reps when coverage changes, while access teams track pull-through. No more lag, no more guesswork—just field-ready intelligence that makes every contract actionable.
Customer Service, Shared Inbox & Ticketing: Bring Visibility and Accountability to Biopharma Support Ops
The Problem:
Support interactions—from HCP portal issues to patient copay questions—often get lost in untracked inboxes or generic IT ticketing systems. Without connection to CRM or MDM, service teams lack the context to respond effectively, and cross-functional collaboration breaks down.
How Gridlex Helps:
Gridlex provides a biopharma-specific shared inbox and ticketing platform embedded within its CRM. Tickets are linked to mastered HCP, HCO, or patient profiles and routed by product, topic, or SLA. Field reps submit structured handoffs, institutions receive dedicated support queues, and compliance teams monitor everything via dashboards. No more email chaos or missed follow-ups—just structured, auditable, customer-centric service.
MSL and MIRF Management: Structured, Compliant Medical Engagement at Scale
The Problem:
MSLs are critical to scientific engagement, but their tools are often fragmented, unstructured, and non-compliant. Scientific interactions get logged in spreadsheets or general-purpose CRMs, MIRFs (Medical Information Request Forms) lack traceability, and coordination with field reps risks crossing promotional boundaries.
How Gridlex Helps:
Gridlex offers a structured, CRM-integrated platform purpose-built for MSL workflows. Scientific interactions, MIRFs, follow-ups, and institution-level insights are logged securely with strict RBAC controls. MIRFs are submitted, routed, fulfilled, and archived within one compliant workflow. Reps can flag inquiries for MSL handoff without violating boundaries, ensuring clear, audit-ready coordination. Gridlex captures scientific insights, supports thematic reporting, and ensures compliant collaboration between medical and commercial teams.
Market Access Execution: Bring Structure, Visibility, and Alignment to Access Activities
The Problem:
Market access teams are strategic, yet operate with minimal tools—relying on spreadsheets and SharePoint for payer plans, pull-through efforts, and IDN strategies. Coordination with field reps and leadership is fragmented, and outcomes are difficult to track or scale.
How Gridlex Helps:
Gridlex brings Market Access into the CRM with structured workflows for payer plans, IDN onboarding, formulary pull-through, and field collaboration. Every access activity—barrier logged, formulary win, payer engagement—is tied to mastered HCP and HCO records. Role-based views ensure alignment without clutter. Reps and access teams coordinate in real time, and leadership gains visibility into access-driven execution. Gridlex turns access strategy from offline tracking into coordinated, CRM-driven field action.
Integrated Coaching and Call Guidance: Make Every Call Smarter, Not Just Logged
The Problem:
Most biopharma CRMs treat call forms as afterthoughts—admin work with little value for reps. Coaching happens weeks later, disconnected from actual engagements. Training is generic and static, leaving reps without real-time help when they need it most.
How Gridlex Helps:
Gridlex transforms the call workflow by embedding AI-driven coaching, dynamic prompts, and real-time insights directly into the CRM. As reps prepare or log calls, they get intelligent suggestions—talking points based on access data, messaging aligned to campaigns, and prompts from medical or payer updates. Managers define coaching flags and guide reps based on data, not assumptions. Gridlex makes every call a training moment—scalable, smart, and aligned to brand and field goals.
Native, Web-Driven Visual Aids: Smarter Detailing with Real-Time Analytics and Full Interactivity
The Problem:
Traditional biopharma visual aids are outdated and disconnected. Static PDFs, PowerPoints, or proprietary formats offer little interactivity, poor analytics, and limited compliance control. Updates are slow, rep flexibility is constrained, and marketing has no insight into what’s working in the field.
How Gridlex Helps:
Gridlex powers fully interactive, web-native visual aids embedded directly in the CRM. Built using modern web technologies, these visual aids adapt in real time based on HCP profile, access status, or user role. All interactions are logged at the slide level, with analytics fed back to marketing and sales enablement. Access is governed by role-based controls to ensure compliance. Visual aids can be updated instantly without re-deployment, making Gridlex a smarter, more agile solution for real-time, field-safe detailing.
CRM-Integrated Marketing Campaigns: Align Campaign Execution with Field Strategy and Compliance
The Problem:
Marketing and field teams operate on separate systems—email campaigns are sent through external tools, reps are unaware of outreach, and compliance oversight is fractured. There’s no connection between segmentation, campaign execution, and field action.
How Gridlex Helps:
Gridlex integrates marketing campaign execution directly into the CRM. Campaigns can be sent from a rep’s name or a shared brand inbox, with CRM-based segmentation logic, consent enforcement, and activity tracking. Field reps see who engaged, when, and with what content. Campaigns can be triggered by CRM events—like payer wins or formulary updates—ensuring timely, compliant outreach. Gridlex bridges the marketing-sales divide with shared targeting, shared execution, and shared results—all within a governed, unified system.
Embedded Analytics in CRM: Turn Institutional Data Into Actionable Field Intelligence
The Problem:
Commercial insights—sales data, chargebacks, coverage, and inventory—are buried in dashboards or warehouse tools far from the field. Reps operate with lagging or incomplete data. Strategic planning happens too late, disconnected from frontline execution.
How Gridlex Helps:
Gridlex embeds sales, chargeback, formulary, and account analytics directly into the CRM—tied to HCP/HCO and contract affiliations. Reps access real-time sales performance, payer mix, and sample-to-conversion ratios directly within their workflows. Access and strategy teams use embedded dashboards to track pull-through and measure contract impact. From rep planning to executive review, Gridlex makes analytics operational—field-facing, contextual, and ready for action.