Suppose you have different clients with multiple subsidiaries; it can be challenging to maintain the data and get organizational insights. Gridlex MDM maintains the list of organizations and their affiliations, including organization names, addresses, details, and maps them to their subsidiaries across Gridlex App so that organizational insights and data can be generated and managed all in one place.
Gridlex Zip maintains a list of contacts of the people that an enterprise or an entity deals with: customers, vendors, and partners. Contact details, including basic information like name, enterprise and entity to which the contact is affiliated, business or billing addresses, and assign a security role. Gridlex MDM maintains a common list of contacts and affiliations across Gridlex App so that organizational insights and data can be generated and managed all in one place.
Opportunities can be a business deal or a sale, and Gridlex Zip can help you manage multiple opportunities for your products or services or different sales processes for customers. You can create and customize opportunities templates by adding a forecasted close date, actual close date, options to upload a supporting file or even the probability of closing a deal. Gridlex Zip has multiple pipelines to manage leads across sales stages, including prospect, present, closed or post-sales. You can map opportunities to different pipelines and even specific organizations and contacts.
You can create multiple pipelines to manage leads across sales stages, including prospect, present, closed and post-sale, to help you manage multiple products or services, different sales processes for customers, or emphasize post-sales operations to maintain customer relationships. You can create different stages and customize them with a unique name, description and colour label, probability, target days, and even set a sequence to the pipelines with Gridlex Zip.
With Gridlex Zip CRM, you can view all the activities associated with organizations and contacts. Gridlex MDM maintains a common list of organizations, contacts and affiliations across Gridlex App so that organizational insights and data can be generated and managed all in one place. You can create a custom activity template and set a unique name, record the date, categorize it according to the activity type, add an item name, create an option to upload supporting files, authorize geotrack or map to opportunities, contacts and organizations.