With Gridlex Zip CRM you can create custom goals and forecast scenarios to monitor revenue, quantity and other custom fields by individual reps, which can be scaled up. Further, goals and forecasts can be set based on Opportunities, Units, Organizations, Contacts and Items for custom periods, and they can be on a Daily, Weekly, Monthly or Quarterly basis. You can set and use the default currency for your entity or choose from different currencies.
Gridlex’s App Suite and implementation services is a key strategic partner to help scale ClearFlow.
Gridlex’s CRM and integrated application suite has taken our marketing, service and analytics functions to the next level.
We chose Gridlex because it integrates the myriad of applications such as CRM, Sales Reporting, Medical Information Request (MIRF) and Sunshine Reporting into a single platform.
The breadth of Gridlex’s App Suite plus the quick customization, implementation, and support services have been critical in increasing our velocity.
Gridlex’s App Suite and implementation services is a key strategic partner to help scale ClearFlow.
Gridlex’s CRM and integrated application suite has taken our marketing, service and analytics functions to the next level.
We chose Gridlex because it integrates the myriad of applications such as CRM, Sales Reporting, Medical Information Request (MIRF) and Sunshine Reporting into a single platform.
The breadth of Gridlex’s App Suite plus the quick customization, implementation, and support services have been critical in increasing our velocity.
Gridlex’s App Suite and implementation services is a key strategic partner to help scale ClearFlow.
Gridlex’s CRM and integrated application suite has taken our marketing, service and analytics functions to the next level.
