Customer Relationship Management (CRM)

Customize your CRM with Gridlex App Builder to fit your business
Lead Management

Efficiently capture, track, and nurture leads from various sources.

Lead management allows businesses to organize and prioritize potential customers, ensuring timely follow-ups and personalized engagement. With Gridlex Ultra Customizable App Builder, businesses can customize lead capture forms, automate lead assignment rules, and tailor lead nurturing workflows. This translates to accelerated sales cycles and increased revenue by ensuring no lead goes unnoticed and every potential customer receives personalized attention.

Contact Management

Centralized repository for managing customer data and interactions.

Contact management provides a comprehensive view of customer profiles, enabling businesses to deliver personalized experiences and streamline communication. Using Gridlex Ultra Customizable App Builder, businesses can customize contact fields, create custom relationship mappings (e.g., linking contacts to organizations), and design tailored contact layouts to ensure accurate data capture and effective communication management. By centralizing customer data and interactions, businesses can cultivate stronger relationships, leading to higher customer satisfaction and loyalty.

Organization Management

Get a holistic view of organizational structures and relationships

Organization management enables businesses to structure and manage complex organizational hierarchies, ensuring efficient collaboration and streamlined operations. Using Gridlex Ultra Customizable App Builder, organizations can tailor organizational models to their specific needs, configure custom relationship mappings between different entities (e.g., linking subsidiaries to parent companies), and design personalized organizational dashboards for executives and managers to monitor performance and strategic alignment. By gaining insights into organizational structures and relationships, businesses can enhance cross-departmental collaboration and strategic decision-making, ultimately driving operational efficiency and growth.

Activity Tracking

Monitor and log customer interactions and engagements.

Activity tracking allows businesses to capture and analyze all customer touchpoints, enabling proactive communication and informed decision-making. With Gridlex CRM's activity tracking feature, all interactions with customers are logged, providing a detailed history of engagement. Sales managers can use this data to track the progress of deals, identify bottlenecks in the sales process, and allocate resources effectively. With Gridlex Ultra Customizable App Builder, businesses can customize activity types, and automate activity logging based on predefined triggers to ensure comprehensive activity tracking and seamless collaboration across teams. By meticulously tracking customer interactions, businesses can better understand customer needs and preferences, leading to more targeted sales and marketing efforts and improved customer satisfaction.

Opportunity Management

Identify, prioritize, and track potential sales opportunities.

Opportunity management enables businesses to manage the sales pipeline effectively, from lead qualification to deal closure, maximizing revenue generation and forecasting accuracy. With Gridlex Ultra Customizable App Builder, businesses can customize opportunity stages, and configure automated notifications for deal milestones to streamline opportunity management processes and drive sales performance. Efficient opportunity management ensures that sales teams focus their efforts on high-potential opportunities, leading to shorter sales cycles and increased win rates.

Pipeline Management

Visualize and manage sales processes and stages.

Pipeline management provides a visual representation of the sales process, allowing businesses to track the progress of deals and identify areas for optimization. Using Gridlex Ultra Customizable App Builder, businesses can tailor the pipeline stages to match their unique sales processes, customize pipeline views to display relevant deal information, and automate transitions between stages based on predefined criteria. By visualizing and optimizing the sales pipeline, businesses can identify and address inefficiencies, ultimately driving revenue growth and improving sales performance.

Contract Management

Streamline creation, approval, and tracking of contracts.

Contract management enables businesses to centralize contract documents, automate approval workflows, and track contract lifecycles for improved compliance and risk management. Using Gridlex Ultra Customizable App Builder, businesses can customize contract templates, and define approval processes with automated notifications and reminders, ensuring efficient contract management. Efficient contract management reduces administrative overhead and minimizes risks associated with manual processes, ensuring compliance and enhancing overall business agility.

Workflow Automation

Automate repetitive tasks and processes for efficiency.

Workflow automation allows businesses to streamline routine tasks, reduce manual errors, and improve productivity by automating repetitive processes. Using Gridlex Ultra Customizable App Builder, businesses can design custom workflows and define conditional triggers to automate actions, empowering teams to focus on strategic initiatives and drive business growth.

Marketing Campaign Management

Plan, execute, and analyze marketing campaigns effectively.

Marketing campaign management enables businesses to design, execute, and measure the success of marketing initiatives across various channels, maximizing ROI and driving customer engagement. Using Gridlex Ultra Customizable App Builder, businesses can customize campaign templates, and segment audiences based on demographics or behavior, ensuring maximum impact and ROI for marketing efforts.

Granular Role-Based Access Control

Control user access to data and functionalities based on roles.

Granular role-based access control allows businesses to enforce security policies, protect sensitive data, and ensure compliance by restricting access to CRM features and data based on user roles. Using Gridlex Ultra Customizable App Builder, businesses can configure role-based access control settings to align with organizational hierarchy and security policies, providing a secure and compliant environment for CRM usage.

Reporting & Analytics

Generate insightful reports and analytics for data-driven decision-making

Reporting & analytics enable businesses to analyze CRM data, track KPIs, and uncover actionable insights to drive strategic decisions and optimize business performance. Using Gridlex Ultra Customizable App Builder, businesses can create personalized reports with interactive charts and graphs, drill-down capabilities, and scheduling options for automated report delivery, empowering stakeholders to make data-driven decisions and achieve business objectives effectively.