Using Security Roles, you can manage the information visible to each role, and set the actions that each roles can perform.
Add multiple roles with a single profile, like Agent or Admin, and ensure they have the appropriate permissions to perform actions related to customer service.
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.
